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Best Cloud-Based CRM Software – A company’s engagements with its clientele serve as a dynamic catalyst propelling its continually evolving marketing and sales strategies. In the pursuit of transforming these interactions into enduring relationships, many enterprises have embraced the adoption of Customer Relationship Management (CRM) solutions. These tools empower marketers to automate tasks, analyze extensive datasets, and enhance both customer and employee experiences. Given the diverse array of capabilities catered to businesses of varying sizes, the CRM marketplace is witnessing continual growth, evolving in novel and distinctive ways.
Cloud-based CRM solutions have emerged as the prevailing norm, offering companies, irrespective of size, swifter implementations, simplified maintenance, and reduced risks in comparison to most on-premises alternatives. In an effort to assist your company in identifying the optimal cloud-based CRM solution tailored to its requirements, the editorial team at Solutions Review has curated a list of noteworthy providers. This compilation draws from online resources, reports, product demonstrations, discussions with vendor representatives, and evaluations of free trials.
The Finest Cloud-Based CRM Software Platforms Worth Considering
Salesforce
Salesforce stands out as a premier provider offering an extensive cloud-based CRM product. Through its Customer 350 solution, companies gain access to Salesforce’s comprehensive portfolio of products built on the Einstein 1 Platform. This encompasses AI-powered technologies that empower marketing, sales, commerce, IT, service, and data teams. With Salesforce, organizations can enhance productivity, create seamless customer experiences, gain holistic customer insights, expedite content generation, optimize marketing campaigns using unified performance data, boost customer engagement across channels, refine personalization, automate outreach, and cultivate enduring customer relationships.
HubSpot
HubSpot stands as one of the most widely embraced cloud-based CRMs. The appeal lies in its core capabilities being freely accessible, enabling smaller enterprises to kickstart their operations with robust marketing tools at no cost. Supplemental features, such as enterprise licensing, are available for purchase as add-ons to the complimentary options. HubSpot’s comprehensive solution suite spans across sales, service, content management, operations, and commerce products. This suite empowers teams to seamlessly connect data, enhance collaboration, optimize audience engagement, secure deals, curate personalized content for leads, manage pipelines, and foster enduring relationships with both new and existing clientele.
ClickUp
ClickUp emerges as a task and project management application crafted to aid teams of varying sizes in planning, organizing, and collaborating through a unified, customizable app. The software boasts an extensive array of features customizable for diverse use cases. Alongside functionalities in sales, development, marketing, design, and more, ClickUp offers a cloud-based CRM. This CRM assists companies in visualizing their pipeline, account tracking, internal collaboration improvement, and streamlining customer workflows. CRM-specific tools encompass customer data management, performance dashboards, email management, automations, custom forms, and more.
Keap
Keap positions itself as a provider of CRM and marketing automation solutions tailored for growth-oriented companies. While its primary focus is on small and medium-sized businesses, Keap extends solutions for larger, established firms. The cloud-based CRM platform by Keap is configurable to cater to diverse industries, endowing them with sales and marketing automation tools for business expansion. Offerings include landing pages, automated follow-ups, multichannel marketing campaigns, customizable forms, sales pipeline management, reporting, appointment scheduling, one-on-one email messaging, SMS, payment management, and more.
Freshsales
Freshworks presents business software solutions designed for immediate deployment. Its cloud-based, AI-powered sales CRM platform, Freshsales, is equipped with tools catering to businesses of all sizes. These tools facilitate the identification of loyal customers, improved engagement, pipeline growth, enhanced conversions, personalized experiences, ROI tracking, unified customer data, and comprehensive team awareness throughout the customer lifecycle. Specific capabilities include contact management, an AI-powered assistant, custom modules, workflow automation, data analytics, mobile functionality, and more.
Pipedrive
Pipedrive delivers a sleek and intuitive cloud-based CRM tailored to aid sales professionals in lead management, communication tracking, task automation, performance measurement through detailed metrics, and overall enhancement of sales processes. The CRM encompasses a range of sales and email features, including sales automation, pipeline management, lead segmentation, revenue forecasting, reporting dashboards, email marketing campaigns, lead management, web forms, marketing automation, segmentation, and integrations with popular software platforms like Slack, HubSpot, Zoom, and QuickBooks.
Monday.com
Monday.com emerges as a cloud-based, scalable project management software, adaptable to companies of varied sizes. The cloud CRM solution from Monday enables companies to construct a customized platform using pre-designed templates. This customization extends to sales pipelines, workflows, and processes, aligning with business needs to drive growth. The integrated sales and marketing CRM encompasses visualizations of sales pipelines, centralized data management, customer onboarding, workflow automation, customer tracking, custom automations, lead capture, pipeline management, custom dashboards, and a diverse array of integrations amplifying marketing, development, communication, and collaboration capabilities.
Zendesk
Zendesk, a global provider of customer service and sales CRM software solutions, presents Zendesk Sell—a cloud CRM platform. Aimed at sales-centric organizations, this platform facilitates enhanced productivity, complete pipeline visibility, task automation through triggers, revenue growth, delivery of personalized conversational experiences, process analysis, and more. Its capabilities include sales automation, pipeline visualization, deal management, sales engagement, email sequences, forecasting, mobile access, lead management, reporting, custom dashboards, employee management, live chat, and lead generation.
SugarCRM
SugarCRM boasts a user-friendly interface and extensive customization options. The platform offers features such as sales automation, artificial intelligence (AI), enhanced forecasting, generative AI, lead management, sales campaigns, 24/7 technical support services, and marketing automation. These capabilities empower companies across multiple industries to streamline client management, consolidate customer information, facilitate seamless communications across departments, streamline end-to-end client lifecycle processes, ensure data compliance, and more.
Copper
Copper, designed as a marketing and CRM solution for Google Workspaces, caters to entrepreneurs, startups, and small teams seeking centralized system support. The cloud-based CRM platform by Copper provides users with lead management, contact management, email marketing, actionable reports, visual pipelines, deal tracking, custom reports, and other capabilities. This aids users in visualizing processes, automating workflows, and maximizing business growth. Copper seamlessly integrates with popular tools like Google, HubSpot, MailChimp, Dropbox, LinkedIn, Slack, and others.
Microsoft Dynamics 365
Microsoft Dynamics 365 transcends traditional customer relationship management capabilities, offering a suite spanning multiple technology categories. Its AI-powered CRM and ERP business applications empower companies to consolidate company data, create AI-fueled customer experiences, initiate marketing campaigns, simplify workflows, engage with customers, empower employees, close more deals, maintain operational agility, and more. With deployment options for small, medium, and enterprise-level businesses, this product is versatile for businesses of any size or need.
Zoho CRM
Zoho, a multinational company specializing in software development and cloud computing, offers a cloud-based CRM suite. This suite includes journey orchestration, sales force automation, process management, omnichannel engagement tools, sales enablement, marketing automation, project management, sales forecasting, customer segmentation, lead nurturing, and more. Zoho’s comprehensive offerings cater to major business categories, spanning marketing, sales, customer service, email, human resources, financial management, business intelligence, and other back-office operations.
Nutshell
Nutshell positions itself as an “all-in-one” CRM and email marketing platform provider, focusing on aiding B2B organizations in improving collaboration and winning more deals. The platform offers a simplified user experience streamlining sales and marketing efforts. Features include sales automation, email marketing, pre-built email templates, built-in reporting, pipeline management, lead attribution, intelligent forms, contact management, internal collaboration tools, A/B testing, mobile alerts, and more. Nutshell facilitates integration with other leading technology platforms.
Insightly
Insightly is a unified, cloud-based CRM platform designed to align sales, marketing, and project teams around a single view of their customer base. The CRM includes workflow automation, lead routing, segmentation, campaigns, reporting, and email integration services to help marketers build meaningful relationships with present and future customers. The Insightly AppConnect platform allows users to access hundreds of pre-built app connectors. Insightly works with companies across various industries, including manufacturing, financial, healthcare, consulting, sales, insurance, e-commerce, and professional services.
SAP
SAP, a global provider of cloud-based business technology platforms, offers a CRM and Customer Experience suite alongside its leading Enterprise Resource Planning (ERP) software. Tailored for large companies, the suite includes omnichannel e-commerce services, a dynamic customer data platform (CDP), customer identity and access management (CIAM), sales automation, customer service, B2C marketing, B2B marketing, and configure, price, and quote (CPQ) tools. With diverse features and solutions, SAP is well-suited for large enterprises with complex software needs.
Maximizer
Maximizer is a CRM solution provider, primarily catering to financial and insurance advisors, renewal managers, and revenue and sales teams. Its cloud-based CRM offers sales functionalities alongside marketing automation, contact management, activity tracking, pipeline management, business intelligence, cloud-based data storage, deployment tools, customer service features, and a companion mobile application. Maximizer provides a range of CRM solutions at various price points, making it a solid choice for businesses of all sizes and needs.
Brevo
Brevo, formerly Sendinblue, offers a cloud-based CRM solution suite focusing on helping businesses develop, maintain, and retain customer relationships across email, SMS, chat, and other channels. The solution equips users with marketing tools for growing email lists, designing messages, optimizing campaigns, and analyzing results. Capabilities include email marketing, SMS marketing, WhatsApp campaigns, live chat, chatbot, landing pages, marketing automation, payment management, deal pipeline, and other features empowering teams to grow company revenue.
Agile CRM
Agile CRM presents an “all-in-one” CRM product suite, encompassing functionalities for sales, marketing, productivity, and customer service teams across various business markets. Additional features include social media marketing, marketing automation, contact management, web engagement, sales enablement, telephony, email marketing, and more. Agile CRM integrates with Facebook, Twitter, and LinkedIn, allowing contacts and social pages to be easily transferred for the benefit of marketing and sales strategies.
EngageBay
EngageBay, a sales and marketing software provider, concentrates on helping startups and growing businesses scale faster. The offering includes marketing automation, sales automation, and CRM functionalities, enabling companies to develop lasting customer relationships, nurture leads, automate tasks, provide real-time customer assistance, organize contacts, track deals, and grow their sales pipeline. The free cloud CRM solution from EngageBay includes contact management, email marketing, live chat, customer segmentation, custom reporting tools, SMS marketing, task management, and more.
Bitrix24
Bitrix24 stands as an affordable CRM software featuring marketing automation, customer support, and client management functionalities. Positioned as a cloud-based solution, Bitrix24 offers convenient accessibility across desktop and mobile devices, with an additional on-premises option for clients preferring that route. Whether seeking a multichannel, marketing-centric solution or a heavily sales-oriented CRM, Bitrix24 ranks among the best CRM tools for smaller businesses. The vendor provides diverse pricing models based on the number of intended users, making it particularly suitable for emerging companies.
Salesflare
Salesflare presents itself as a cloud-based CRM solution specifically tailored to the needs of startups and smaller businesses. It equips users with visual sales pipelines, email tracking, customizable reporting, relationship intelligence, document management, email sequences, sales funnel insights, an user-friendly interface, and integrations with a multitude of productivity tools like Google Apps, MailChimp, and Slack. Salesflare’s automated data collection tools enable the automatic scanning of customer emails and social profiles, expediting the process of gathering customer information for sales teams.
Apptivo
Apptivo positions itself as a cloud-based platform offering integrated business applications to assist companies in managing sales, marketing, billing, and support processes. The CRM solution provided by Apptivo aims to help users attract, engage, and retain more customers. It delivers a highly customizable experience, allowing users to manage every aspect of CRM through a network of interconnected applications. With a comprehensive and intuitive lead conversion process and an affordable pricing structure, Apptivo empowers users to focus on customer needs through a suite of traditional and effective CRM capabilities.
Capsule CRM
Capsule serves as a CRM solution designed for small, mid-size, startup, and other growing companies seeking a reliable, easy-to-use tool to stay organized, build customer relationships, minimize user input, and maximize sales opportunities. Its capabilities span contact management, automated workflows, data collection, sales process management, visual pipelines, performance tracking, email marketing, sales analytics, project management, workflow automation, and an AI Content Assistant. The latter aids marketers in saving time and swiftly creating email content.