There are dozens of CRM vendors, each with their own platform and value proposition. Six other platforms we’ve reviewed that are worth considering for your business include:
Zoho
Growing a business is challenging. When it becomes too much for one person to manage, even with employee help, it’s time to consider a CRM. We recommend Zoho as the best platform for managing expansion while maintaining the high standards your customers have come to expect.
Zoho impressed us with its scalability, vital for any company intent on expansion. Its intuitive user interface is very well executed and will reduce the learning curve for you and your team during implementation. We really liked how the platform managed omnichannel communications so that you could stay in touch with clients and prospects by email, phone, SMS, social media and more.
So your staff stays as productive as possible, we were impressed by the extensive customization options the platform offers so you could adapt it to fit your company’s unique workflows. Efficiency is further improved by Zoho’s built-in AI which powers a range of functions including contact and deal management. We also loved Zoho’s extensive app marketplace and its large selection of popular tools you can plug the CRM, great for productivity.
Find out more about the platform by reading our comprehensive review of Zoho CRM.
Keap
Keap is a powerful contact management-driven CRM designed to help companies manage customers at each point of the sales cycle. It does this thanks to its highly flexible workflow automations that users can build with the platform’s user-friendly drag-and-drop builder and customizable out-of-the-box templates. You can streamline customer management and declutter your team’s working day with automations like chase-ups of unpaid invoices and following up with unhappy customers.
Keap is highly effective not just in improving deal conversion rates but in helping companies generate more sales leads. We really like the integrated email platform that’s built into the software which allows for the easy creation of email designs, precise segmentation of customers for better targeting, and powerful analytics tools to measure engagement. We were impressed by the high volume of integrations too with popular software like HelloSign and MailChimp in the marketplace. You can also create your own integrations via Zapier.
Click for our in-depth review of Keap.
Creatio
Creatio is a no-code platform that enables companies to create automated workflows tailored to their needs without hiring a developer. Competitively priced at $25 per user per month, Creatio can streamline complex customer journeys and repetitive tasks, thereby improving your company’s efficiency.
We really liked Creatio Copilot, an AI assistant that provides helpful recommendations and generative content development. We were also impressed by their Studio platform, which makes it easy to build and manage custom applications without any coding skills.
With Creatio Studio, you can create and customize workflows, design user-friendly CRM interfaces, and integrate them with other software you use. Implement your own CRM system with Creatio Studio to ensure your marketing, sales, and customer service teams collaborate better at all stages of the sales process.
Honeybook
HoneyBook is an all-in-one business management platform primarily targeted at freelancers, small business owners, and the creative sector. The service manages everything from lead generation and client management to invoicing and payment processing. The AI-powered automation built into HoneyBook, like Creatio Studio, requires no coding knowledge, allowing users to create their own automations and customizations.
When we reviewed it, we loved the simplicity of the dashboard and the ability to quickly add the information and metrics most important to you. You can choose to display your calendar on the dashboard to stay up to date with upcoming tasks and meetings so that you stay organized and on top of your workload. Larger businesses may require more functionality, but for small businesses seeking a user-friendly and affordable solution, HoneyBook’s free trial is worth trying.
Insightly
Repeat business is easier to find and more profitable than constantly searching for new customers to replace those that have churned. Selling again and again to the same customers has been the foundation of some of the world’s biggest businesses in the past two decades. If you want to build strong client relationships that go beyond winning the deal, Insightly is the CRM we would choose to manage the customer journey effectively and efficiently.
Customer knowledge is key to repeat business. We were impressed by how Insightly enriches customer records with social data, identifies relationships between contacts, and detects duplicates, ensuring you’re working from accurate data. You can stay in touch with your contacts by sending out between 2,500 and 10,000 marketing emails a day and track campaigns to work out which offers perform best. We loved the powerful automation on Insightly, key to create workflows that prevent follow-ups from being forgotten and keep sales teams and managers up to date with the progress of each deal.
LessAnnoying
We really liked this system when we first reviewed it and still do. This is a ‘what you see is what you get’ CRM, priced at $15 per user for all features, aimed squarely at microbusinesses with 10 or fewer employees.
Although workplace automation is limited, the platform excels in several areas, including contract management, pipeline management, reminder setting (to coworkers and customers), custom fields (to personalize your client database), and reporting and analytics. The drag-and-drop functionality is among the smartest and most intuitive we’ve seen on any CRM. You’ll pick up using the system in no time, and that’s one of the many reasons we rate Less Annoying CRM as the best for microbusinesses.
