CRM, or Customer Relationship Management, is the practice of collecting, organising and using customer data to help you make better decisions about your business.

It’s a way to organise customer information to create better relationships with them over time.

CRMs are used by almost every industry out there because it helps businesses get more from their sales and marketing efforts by providing insight into who their customers are and what they need.

Moreover, companies use CRM systems for better project management.

A CRM program is a software tool that helps businesses manage customer relationships.

It’s like an electronic Rolodex but more efficient. If you have a small business and need to keep track of clients, prospects, and leads, it can be helpful to use a CRM system.

In this article, we’ll discuss what makes an ideal CRM system: how they work and how they differ. Then we’ll offer tips on finding the right program for your needs.

What is a CRM?

CRM stands for Customer Relationship Management, a software system that tracks and manages the interactions between a business and its customers.

A CRM can track information about your customers and their preferences in an organized way so that you can keep them happy and make more of them.

CRM software includes modules such as:

·     Marketing campaigns

·     Sales processes

·     Marketing automation tools

Best CRM Software 2023

Choosing the best CRM software is tricky because you can’t take any risk regarding customer relationships and project management.

That’s why we have a list of CRM solutions to help you. So, choose wisely!


Best Customer Relationship Management System ($25 per month). 

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Stuarts Take

Salesforce is a customer relationship management (CRM) platform that helps businesses manage customer interactions and data throughout the customer journey. Salesforce offers a suite of cloud-based applications, such as sales, service, marketing, commerce, and analytics, to manage customer interactions, sales, and customer service. It enables businesses to connect with customers, partners, and employees in new ways, using customer data to improve customer experience and drive growth.

Out of 10
Best ForInteractions & Data
PriceThree Pricing Plans
Annual DiscountYes

If you are expanding your business quickly and need a customer relationship management system that can grow with you, Salesforce is one of the best CRM software.

This is overkill for startups and other small businesses.
However, the company provides attractive CRM software implementations for smaller enterprises, and its training materials are among the best we’ve seen.
Compared to other CRM systems, Salesforce’s list of advanced features is far more extensive.

This best CRM software features comprehensive marketing automation, customer service available around the clock, and comprehensive account and customer management.

It gives detailed information on your clientele, such as their communications, purchase history, and critical contacts.
Salesforce CRM software is highly adaptable to fit your specific business processes.

Key Features:

Salesforce 1
  • Contact and Lead Management: manage customer contacts and leads in a centralized database.
  • Sales and Opportunity Management: track sales deals and forecast future sales.
  • Marketing Automation: automate and measure marketing campaigns and track lead generation.
  • Customer Service and Support: manage customer inquiries and resolve issues through a unified platform.
  • Collaboration and Productivity Tools: provide tools for teams to work together and increase productivity.
  • Analytics and Reporting: real-time access data and generate reports to gain insights into business performance.
  • Customization and Integration: customize the platform to meet business needs and integrate it with other systems and applications.
  • Mobile App: access the platform and work from anywhere using the Salesforce mobile app.

User Experience:

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This best CRM software can be done with a set of point-and-click tools or programmed for greater specificity.

You may add personalized fields and tabs, email templates, improved reporting and dashboards, automatic task management, and more.

Since there aren’t many boundaries to work within, you have much more freedom to do what you want.

Salesforce may be too complex or feature-rich for certain smaller teams to use effectively because they only require some of the tools it provides. The complexity may be fine for large corporations, but it often is for smaller enterprises that aren’t actively expanding their operations.



Salesforce offers three pricing plans:

  • Essentials ($25/Month) – (Users 10, Lead Management).
  • Professional ($75/Month) – (Users Unlimited, Lead Management, Opportunity Management, Rules-Based Lead Scoring, Sales Cycle Forecasting).
  • Enterprise ($150/Month) – (Users Unlimited, Lead Management, Opportunity Management, Rules-Based Lead Scoring, Sales Cycle Forecasting, Workflow Automation, Sales Team Collaboration, Opportunity Splits, Advanced Reporting).

What I Like/Dislike | About Salesforce:


  • Highly effective CRM system
  • Customizable
  • Supports third-party app integration
  • Easy to use


  • Expensive
  • Complicated for the small business sales team

Monday CRM

Best for Powerful Customer Experience ($8 per month). 

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Stuarts Take

“Discover the power of Monday CRM! This cloud-based platform is designed to help businesses manage their customer relationships, sales, and operations in one place. With its intuitive interface, Monday CRM streamlines the sales process and helps teams close more deals, faster. Whether you’re just starting out or looking to scale your business, Monday CRM is the solution you’ve been looking for. Learn more now.”

Out of 10
Best ForCloud-Based CRM
Annual DiscountYes

Monday CRM software is a powerful customer experience platform that helps enterprises transform how they engage customers.

Monday CRM 1

Based on an open-source platform, Monday CRM software is designed to help businesses get a 360-degree view of their customers and sales processes.
Monday CRM solutions help you connect with your customers and employees in real time. is a cloud-based CRM solution available as a subscription service. It’s available in multiple languages and can be used by companies of all sizes, from large corporations to small businesses.

Monday relationship management CRM software has a single-minded focus on the customer experience, which makes it unique in the CRM marketplace.
This focus means Monday delivers out-of-the-box functionality to help your team execute against their strategy and maximize outcomes.

If you want to expand your CRM’s functionality, the Exchange is a great place to start.

Key Features:

  • Contact Management: Store and manage all customer information in one place.
  • Lead Management: Keep track of leads and their progress through the sales funnel.
  • Deal Management: Organize and track deals from initial contact to close.
  • Sales Pipeline Management: Visualize the entire sales process and move deals through the pipeline.
  • Sales Reporting and Analytics: Monitor sales performance with real-time data and customizable reports.
  • Email Integration: Connect CRM to your email provider and track customer communication.
  • Collaboration: Enable teams to work together on deals, share information, and communicate in real-time.
  • Customizable Workflows: Create custom workflows to streamline processes and ensure consistent customer communication.
  • Mobile App: Access CRM on the go with a mobile app for iOS and Android.
  • Integration with Other Tools: Integrate CRM with other tools such as calendars, project management, and more

User Experience:

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Here, users can purchase additional integrations that enhance their capabilities with other applications or services like Salesforce, Google Drive, or MailChimp. New apps are added regularly.

The most recent include a Slack integration for creating tasks from chat messages, user-friendly data entry forms for customer surveys, and extensions that provide new capabilities within existing modules.

Recipes simplify workflow automation and marketing automation with third-party apps without knowing how to code.


Monday Pricing

Monday CRM offers three pricing plans:

  • Free  – (Up to 3 boards, Unlimited docs, 200+ templates, Over 20 column types, Up to 2 team members, iOS and Android apps).
  • Basic ($8/Month)  – (Unlimited free viewers, Unlimited items, 5 GB file storage, Prioritised customer support, Creating a dashboard based on 1 board).
  • Standard ($10/Month)  – (Timeline & Gantt views, Calendar view, Guest access, Automation, (250 actions per month), Integrations (250 actions per month), Create a dashboard that combines up to 5 boards).
    • Pro ($16/Month)  – (Private boards and docs, Chart view, Time tracking, Formula column, Dependency column, Automations (25,000 actions per month), Integration (25,000 actions per month)).

What I Like/Dislike | About Monday CRM:


  • Easy to use
  • Third-party integration
  • Convenient to build and implement automation
  • 24/7 customer service


  • No personalized reporting
  • Not available for individual sale

Book Like A Boss

Best  CRM System ($9 per month). 

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Stuarts Take

“Book Like A Boss” is a slogan or phrase often used in the context of productivity, organization, and time management. It suggests that one should be in control and effectively manage their schedule, appointments, and tasks like a boss, or someone in a position of authority. The phrase can be used as a reminder to prioritize, set goals, and make the most of one’s time.

Out of 10
Best ForCost Effective
PriceVery Good
Annual DiscountYes

Book Like A Boss CRM system, often known as BLAB for short, enable you to relax while getting paid by assisting you in the creation of your very own booking page, even if you have zero technical knowledge.

A page may be created in little time by picking a name, establishing a timetable, adding content, and finally, establishing a payment system.
If you’re looking for a simple scheduler, website, or place to make payments, Book Like a Boss isn’t it.

It’s a combination of the above. It is ideal for sole proprietors who produce and sell valuable services but are typically too busy to think about the ins and outs of developing and maintaining a sizable website.

BLAB facilitates instant payments through popular services like PayPal, Stripe, and Square. BLAB does not take a percentage of your sales like that one person who claims they aren’t hungry but ends up eating all of your fries.

With this best CRM software, you can include all the information a client may want, including a detailed breakdown of your rates and services and a calendar showing when you’re available.

Key Features:

Book Like A Boss 1
  • Time-management: Effectively managing one’s time and scheduling appointments, tasks, and other responsibilities.
  • Goal-setting: Setting clear and achievable goals, and working towards them in a systematic and organized manner.
  • Prioritization: Identifying and focusing on what’s important, prioritizing tasks and responsibilities based on their importance and urgency.
  • Self-discipline: Staying focused and motivated, and avoiding distractions or procrastination.
  • Productivity: Maximizing efficiency and completing tasks and projects promptly and effectively.
  • It’s important to note that the specific features of “Book Like A Boss” may vary depending on the person or organization using the phrase.

User Experience:

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The BLAB calendar will take care of everything for you by synchronizing with your other calendars (such as Google Calendar, iCal, Outlook, or Exchange). It will also send bookings back to those other calendars. By doing this, you won’t have to switch between apps.
Book Like A Boss is great for small businesses looking for a free CRM software that is easy-to-use for a scheduling solution, marketing automation, workflow automation, and sales forecasting.
It also provides basic CRM software functionality, such as contact management and email marketing features, at no extra cost!


Book Like A Boss offers three pricing plans:

  • Espresso ($9/Month) – (Calendar Embed, Calendar Integrations, Group Bookings, Premium Integrations, Priority Support).
  • Mocha ($25/Month) – (Calendar Embed, Calendar Integrations, Custom Domain, Custom Footer, Group Bookings).
  • Cappuccino ($19/Month) – (Calendar Embed, Calendar Integrations, Charge for Bookings, Custom Footer, Group Bookings).

What I Like/Dislike | About Book Like A Boss:


  • Intuitive
  • Easy scheduling
  • Fully customizable booking pages


  • Calendar sync issues after update


Best Customer Relationship Management System ($24 per month). 

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Stuarts Take

Pipedrive is a cloud-based sales management tool designed to help sales teams track deals and customer interactions and organize their sales pipeline. It offers features such as deal tracking, email integration, activity reminders, and reporting to increase productivity and close deals faster.

Out of 10
Best ForSales Management
Annual DiscountYes

Pipedrive is a customer relationship management system designed to increase business income.

The sales pipeline is designed to be evoked by the name and to drive sales statistics. With Pipedrive, you can keep tabs on every interaction you have had with each client, just like any good sales CRM.

You can use software to guarantee continuous happiness for your customers throughout their journey with your company.
This best crm software is equipped with tools for keeping track of leads and transactions. You can save time and effort by automating routine operations using the various available capabilities.

The visual nature of Pipedrive is one of its main selling points. This includes analytics and the tracking of the sales procedure and activities. It also has a mobile app that works with iOS and Android devices. Pipedrive’s user-friendliness is a strong point.
Pipedrive is a more expensive option, but it offers more tools than Book Like A Boss.

Key Features:

Pipedrive 1
  • Deal tracking and pipeline management
  • Customizable sales stages and deal values
  • Activity and task management
  • Reporting and analytics
  • Email integration
  • Mobile app for iOS and Android
  • Contact and organization management
  • Integrations with other tools (e.g. Google Calendar, Slack)
  • Collaboration and team management
  • Predictive lead scoring and forecasting.

User Experience:

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This best CRM software 2022 has all the basics: invoicing, time tracking and billing, sales pipeline management, and reporting capabilities.
Pipedrive also includes extra features like automatic email reminders to follow up after phone calls or emails you or your team members send. You can even add notes to contacts to keep track of important information and events.
Overall, it is the best tool for customer relationships and project management.


Pipedrive pricing

Pipedrive offers three pricing plans:

  • Advanced ($24/Month)  – (Real-time matching inboxes, Email opens and clicks, Email and task automation templates, Custom email and task automation, Identify important fields).
  • Professional ($49/Month)  – Email distribution lists, One-click calls and call tracking, Limitless meeting scheduling, Multiple dashboards, Revenue forecasting).
  • Enterprise ($99/Month)  – (Dedicated account manager, Managed set-up and ongoing support, Extra customization to suit your business, Enhanced security to protect revenue and data, More user permissions to control what users see and do).

What I Like/Dislike |s About Pipedrive:


  • Great customer support
  • Automation
  • Flexible pricing plans


  • Limited third-party integration


Best Customer Relationship Management Software ($800 per month). 

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Stuard Take

HubSpot is an inbound marketing, sales, and service platform that helps companies attract visitors, convert leads, and close customers. It provides a suite of marketing, sales, and customer service tools, including email marketing, social media management, landing pages, and a CRM. HubSpot is designed to help businesses grow by streamlining processes, generating leads, and nurturing customer relationships.

Out of 10
Best ForWell Known CRM
Annual DiscountYes

Business organizations can use this customer relationship management software as a platform that can be used to organize, automate, and maintain detailed records of every interaction and activity that takes place within an organization.

HubSpot is the best CRM software if you’re looking to manage your entire marketing funnel, including CRM.

This can be very helpful for a small business sales team because it allows them to stay organized in their efforts and track progress more easily.

The downside of HubSpot is that it can be expensive, especially if you need it for all the different phases of your marketing funnel. If you want to spend less money or are looking for something cheaper, this may not be the software for you.

Key Features:

Hubspot 1
  • Inbound marketing tools: blog, landing pages, email marketing, and SEO
  • CRM and sales tools: lead capture, contact management, and sales automation
  • Service and support tools: ticketing, live chat, and customer engagement
  • Analytics and reporting: track website and marketing performance
  • Social media management: publish and measure social media presence
  • Integrations with other tools and platforms
  • Mobile app for iOS and Android
  • Customizable dashboards and workflows
  • Lead scoring and prioritization
  • Multi-language and currency support.

User Experience:

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Among the most powerful and feature-rich customer relationship management systems available is HubSpot.
This best CRM software gives you access to a comprehensive set of tools that you can use to increase the number of qualified potential leads you receive and to strengthen your relationships with the customers you already have.
HubSpot is the best CRM software for companies that want to manage their entire marketing funnel – from lead generation to sales follow-up – in one place! They also have an excellent free trial period, making testing their software easy on any budget.


Hubspot pricing

HubSpot offers two pricing plans:

  • Professional ($800/Month) – (Omni-channel marketing automation, Teams, Social media, Custom reporting, Campaign reporting).
  • Enterprise ($3300/Month) – (Multi-touch revenue attribution, Hierarchical teams, Custom behavioral events, Custom objects, Partitioning).

What I Like/Dislike | Pros/Cons About HubSpot:


  • Top-tier security
  • Complete web hosting platform
  • Effective and fast


  • Not very cheap


Best Deal Tracking and Managemen ($29 per month). 

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Stuarts Take

Freshworks is a cloud-based customer engagement software company that provides various business tools, including customer service, sales, marketing, and collaboration software. Its products aim to help companies streamline and automate various customer-facing processes, improve communication, and enhance the overall customer experience.

Out of 10
Best ForTools For Business
PriceThree Tier
Annual DiscountYes

Compared to other CRM platforms, Freshsales by Freshworks stands out for its superior blend of in-built communication tools and artificial intelligence (AI)-powered sales assistant, allowing for more than just deal tracking and management.
Built-in cloud telephony will provide you with a wealth of information about your leads, including their overall score, recent activity, call logs, and more, which will help you close deals much more quickly.

Freshworks CRM is a good choice for small businesses. This customer relationship management software is easy to use, has a good mobile app, and it’s affordable.
Freshworks CRM is also easy to get started with and easy to set up.

And if you need help along the way, customer support is available. Your sales team will be able to streamline their efforts and close more deals in less time by integrating standard means of communication with an automated marketing funnel, giving them access to crucial data about their customers and insights generated by AI.

Freshworks does have a mobile app that makes it easy for you to manage your sales pipeline on the go! The only downside to Freshworks CRM is that it doesn’t offer any custom fields or data entry forms, which can be a problem if you need more advanced features.

Key Features:

Freshworks 1
  • Customer Service: Ticketing system, multi-channel support (email, chat, phone), knowledge base, and self-service portals.
  • Sales: Lead management, email tracking, pipeline management, and forecasting.
  • Marketing Automation: Email campaigns, landing pages, lead scoring, and web analytics.
  • Collaboration: Task management, team collaboration, and project management.
  • Integrations: Freshworks integrates with a wide range of third-party tools, including popular CRM, ERP, and marketing automation platforms.
  • Customization: Customizable dashboards, reporting, and workflows to fit the unique needs of each business.
  • Artificial Intelligence: AI-powered chatbots, lead scoring, and sentiment analysis.
  • Mobile App: Freshworks provides a mobile app for iOS and Android devices, allowing teams to access customer data and respond to inquiries on the go.

User Experience:

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But other than that, it is an excellent solution for smaller companies who want easy management of their sales pipelines.

While the best part of this customer relationship management software is that it’s affordable, easy to start, and has great customer support.

The Enterprise package allows you to keep your current phone service while taking advantage of the features of the CRM platform, so you don’t have to switch providers unless you want to.

You can manage your sales from anywhere with the free mobile app with all subscription levels. Even though live chat, email, and phone support are included in the free edition of Freshworks, upgrading to the Pro plan is recommended for the most complete and satisfying experience.


Freshworks 2

Freshworks offers three pricing plans:

  • Free – (Unlimited users, Unlimited records, Lead Scoring, Integrations, Mobility, Phone & Chat).
  • growth ($29/Month) – (Contact Lifecycle Stages, Live Chat & Facebook Messenger, Web Forms, Website Tracking, Built-in Phone & Email, 2-way Email Sync & Team Inbox, Predictive Contact Scoring (Freddy), 1 Custom Domain, Lists and Segments).
  •  Pro ($69/Month) – (3,000 Active Contacts, Includes features of Growth plan, WhatsApp & Apple Business Chat, Conference Calling, Smart Matches (Freddy), Offline Events, 10 Custom Domains, Advanced Custom Fields, Behavioral Segmentation, 20 Active Marketing Journeys).

What I Like/Dislike | About Freshworks:


  • Actionable insights with AI-powered tools
  • Basic built-in phone service
  • Multilanguage support
  • Free CRM software package


  • The built-in phone lacks cloud-based call management


Best for Small Businesses or Startups ($12 per month). 

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Stuarts Take

Salesmate is a customer relationship management (CRM) software designed to help businesses manage their sales processes, customer interactions, and deals. It provides contact management, lead management, deal tracking, and email integration features. Salesmate helps sales teams increase their productivity, improve customer engagement, and gain insights into their sales performance.

Out of 10
Best ForStart Ups
Annual DiscountYes

Salesmate is a CRM software solution that runs in the cloud and is designed to simplify complicated sales procedures for new firms, especially those in the small to medium range.

Using Salesmate CRM, your company can better manage its sales funnel, reduce wasted time during the sales process, and attract and retain more clients.

However, if you need something more complex than just the basics of organizing contacts in one place, Salesmate may need help doing all that much for you. It might be more suitable for your business to choose one of the other options listed above instead – especially if your business needs something with more customizable options than what’s offered here!

Leads, prospects and customers’ information can all be integrated into Salesmate CRM, where it can be filtered, analyzed, and managed.

Key Features:

Salesmate 1
  • Contact Management: Keep track of all your leads and customers in one central location.
  • Lead Management: Easily capture and manage leads from different sources, including email and web forms.
  • Deal Tracking: Monitor the progress of your deals, set reminders, and track their status.
  • Email Integration: Integrate with your email to keep track of all your emails and attachments in one place.
  • Task Management: Assign tasks to team members, set due dates, and track progress.
  • Sales Reporting: Generate reports to better understand your sales performance and make data-driven decisions.
  • Customizable Workflow: Create custom workflows to streamline your sales processes and improve efficiency.
  • Mobile App: Access your sales data on the go with the Salesmate mobile app.
  • Integrations: Salesmate integrates with popular tools like Google Calendar, Mailchimp, Slack, and more.
  • Multi-Language Support: Salesmate is available in multiple languages, including English, Spanish, French, and German.

User Experience:

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It can automatically acquire, allocate, and nurture leads using web forms, emails, a live chat option, file import, and external lead sources.

Multi-channel drip campaigns, automated follow-ups, automated repetitive activities, lead scoring, and end-to-end customer journey automation are also beneficial features.

The bottom line is that Salesmate is a great option for small businesses or startups who need just the basics regarding CRM. It has an intuitive UI and many features that can help you manage your sales team more efficiently.


Salesmate pricing

Salesmate offers four pricing plans:

  • Starter ($12/Month) – (Contacts, Companies, Deals, Email Sync, Tracking & Templates, Multiple Pipeline Management, Standard Dashboard & Reports, Workflow Management, Built-in Calling & Text).
  • Growth ($24/Month) – (Product Management, Goal Management, Email Reminders & Scheduling, Team Inbox, Custom Dashboard & Reports, Date based Workflows, Custom Roles).
  • Boost ($40/Month) – (Team Management, Increased Team Inbox Limits, Power Dialer, Voicemail Drop, Smart Activity Queue, IP Restriction).
  • Enterprise (Custom) – (Dedicated Account Manager, Personalized Onboarding, Priority Support, Dedicated Instance, Dashboards – Unlimited, Increased Workflow Limits, Permissions – Unlimited).

What I Like/Dislike | About Salesmate:


  • Best value for the price
  • Great visuals
  • Real-time updates
  • Supports integration


  • Doesn’t support social media integration

Zoho CRM

Best for Track Leads in One Central Location ($49 per month). 

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Stuarts Take

Zoho CRM is a customer relationship management software that helps businesses manage sales, marketing, and support activities in one platform. It offers features such as lead and opportunity management, email integration, and reporting and analytics. Zoho CRM is suitable for small to medium-sized businesses and provides customization options to fit specific business requirements.

Out of 10
Best ForLead Tracking
Annual DiscountYes

Over 150,000 businesses in 180 countries use the award-winning Zoho CRM to improve lead conversion, foster stronger relationships with existing customers, and ultimately drive more revenue.

As a primary hub for all your marketing, sales, and client support operations, Zoho CRM allows you to streamline your procedures, policies, and personnel in one centralized location.

Zoho CRM is a famous cloud-based solution that’s simple to set up, easy to use, and offers small businesses a good option for managing customers.
It has all the features you would expect from a modern CRM: marketing automation, sales pipeline tracking, and lead scoring.

Zoho CRM software has plenty of integrations with other crm tools like email marketing platforms or accounting software so that you can easily pull customer data from your other systems into the system.

Using Zoho CRM, you can locate, engage, and follow up on new leads. This ensures that you will save time and resources on leads that are likely to materialize into paying customers.

Key Features:

Zoho CRM
  • Lead and Contact Management: Allows businesses to manage and track leads and customers in one central location.
  • Sales and Pipeline Management: Helps sales teams manage deals, track their progress, and forecast future sales.
  • Marketing Automation: Allows businesses to automate repetitive marketing tasks and send targeted campaigns to customers.
  • Customer Support: Includes a ticketing system for customer support and a knowledge base for self-service.
  • Reporting and Analytics: Provides real-time insights into business performance through various pre-built and customizable reports.
  • Mobile App: Allows businesses to access their CRM data and perform key actions on-the-go.
  • Email Integration: Seamlessly integrates with email systems like Gmail and Microsoft Exchange to provide a complete view of customer interactions.

User Experience:

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You will have help from Zoho CRM to ensure that all requirements are met while the procedures are carried out.

Through comprehensive analytics and reporting, Zoho CRM equips your company’s decision-makers with the information they need to respond swiftly and effectively to market shifts.

Your company’s customer information is safe within the Zoho CRM data centers, which employ cutting-edge digital and physical safeguards to prevent unauthorized access.


Zoho 2

Zoho CRM offers three pricing plans:

  • Free – (Hosted payment pages, Multi-currency support currency., Integrated with Stripe, Offline payments, Client self-service portal, Subscription metrics).
  • BASIC ($49/Month) – (Hosted payment pages, Multi-currency support, Dunning for automatic payments, Multiple payment gateways, Offline payments, Client self-service portal, REST API & Webhooks).
  • STANDARD ($99/Month) – (Hosted payment pages, Multi-currency support, Dunning for automatic payments, Multiple payment gateways, Offline payments, Client self-service portal, REST API & Webhooks, Subscription metrics, Web tabs, Customer portal single).

What I Like/Dislike | About Zoho CRM:


  • Exceptional customization
  • Easy to use
  • Powerful automation
  • Affordable


  • Third-party integration can be complicated
  • Call scheduling is difficult


Best Customer Relationship Management Software ($29 per month). 

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Stuarts Take

Salesflare is a CRM (Customer Relationship Management) software designed for small and medium-sized businesses. It automates the sales process, allowing users to manage leads, contacts, and deals in one platform.

Salesflare integrates with various communication and productivity tools, streamlining data entry and providing a unified view of customer interactions. It also includes email tracking, activity scheduling, and reporting. Salesflare aims to help businesses increase their sales efficiency and improve customer relationships.

Out of 10
Best ForSales Efficiency
Annual DiscountYes

Salesflare is a customer relationship management software that facilitates information gathering and process automation for B2B organizations through electronic communication between customers and suppliers.

Additionally, it provides CRM tools for email campaigns, email and website engagement tracking, and a mobile application.

It’s a great customer relationship management system for small enterprises and sole proprietors who focus on their clients and want something simple to use but with powerful job automation capabilities.

Salesflare is an all-in-one CRM solution for small businesses. It provides everything you require to manage your leads and sales while also providing CRM tools to help you create effective marketing campaigns and track their success.

Salesflare has a powerful calendar that is synced across devices so you can keep track of important dates or meetings.

Key Features:

Salesflare 1
  • Lead capture and management: Automatically capture and manage leads from various sources in one platform.
  • Contact management: Store and manage all customer information in one place.
  • Deal management: Track deals and their progress through the sales pipeline.
  • Email tracking: See when contacts open and click emails, and get notified in real-time.
  • Activity scheduling: Schedule and manage follow-ups and appointments with customers.
  • Automated data entry: Automatically populate data fields with information from emails, social media, and other sources.
  • Reporting and analytics: Get insights into sales performance, customer interactions, and more with customizable reports and dashboards.
  • Integration with other tools: Integrate with tools such as Gmail, Microsoft Outlook, and Zapier for a seamless experience.

User Experience:

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The built-in email marketing tool lets you mass email your prospects or clients with personalized messages and schedule follow-up emails based on what people do when they respond to an email campaign.
It also features automatic tracking for leads: whenever someone contacts the company through any channel (phone calls, emails), Salesflare automatically adds them as a new lead in its database, saving time for the sales representatives already assigned this task manually in other CRMs before now!


Salesflare pricing

Salesflare offers three pricing plans:

  • Growth ($29/Month) – (Automate your CRM data input, Track emails, links and website visits, Use a fully featured email sidebar & mobile app, Send personalized email campaigns, 25 email finding credits).
  • Pro ($49/Month) – (Send workflows of multiple emails, Set user permissions, Create custom dashboards, 500 email finding credits).
  • Enterprise ($99/Month) – (Custom training, Data migration done for you, Dedicated account manager, Unlimited email finding credits).

What I Like/Dislike | About Salesflare:


  • Automatic profile improvement
  • Supports third-party integration
  • Real-time insights


  • No free package
  • Doesn’t have phone support


Best for Quick and Painless Learning ($24 per month). 

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Stuarts Take

NetHunt is a cloud-based customer relationship management (CRM) software for small and medium-sized businesses. It provides a platform for managing contacts, deals, and tasks in a single, centralized location.

NetHunt offers email integration, data import/export, lead capture forms, and custom fields for tracking specific customer information. The software is intended to help businesses streamline their sales process, increase productivity, and improve overall customer satisfaction.

Out of 10
Best ForStreamline Sales
Annual DiscountYes
PromotionOverall Web Hosting

NetHunt CRM is a streamlined service used directly from Gmail to manage clients, generate leads, and close deals.

The intuitive navigational structure makes for quick and painless learning. It’s scalable, so users can add new features as they see fit. In addition, it is available at prices that are easy on the wallet and can be adapted to meet the requirements of companies operating in any sector.

NetHunt CRM is a good option for companies trying out a CRM before committing to one. It’s also ideal for businesses with a small budget and those who want the basic features of a CRM without any additional bells and whistles.

The NetHunt platform supports all kinds of sales tools, including email tracking, lead scoring, drip campaigns, and more—so if you’re looking for something simple but functional, this might be your best bet.

Key Features:

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  • Contact Management: Allows users to store, organize, and manage all of their customer and lead information in one place.
  • Deal Tracking: Helps users track the progress of deals, set reminders, and assign tasks to team members.
  • Email Integration: Integrates with email services such as Gmail, Microsoft Exchange, and others, allowing users to manage customer communications directly from their inbox.
  • Lead Capture Forms: This enables users to create and embed forms on their website to capture lead information.
  • Custom Fields: Allows users to create custom fields to store and track specific customer information important to their business.
  • Task Management: Helps users to manage their to-do list, assign tasks to team members, and track progress.
  • Reporting & Analytics: Provides real-time insights and data to help users make informed business decisions.
  • Mobile App: Offers a mobile app for iOS and Android devices, allowing users to access their CRM data and perform tasks on the go.

User Experience:

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Suppose you need a scalable solution that can grow with your business or have specific needs (like complex analytics or multiple sales channels). Freshworks or Zoho might be better options than NetHunt.

But if you need an easy-to-use tool that will allow you to keep track of leads and follow up efficiently without breaking the bank, or if you need something cheap, then NetHunt is definitely worth considering.


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NetHunt offers three pricing plans:

  • Basic ($24/Month) – (Includes a 20% discount on annual subscription).
  • Business ($48/Month) – (Includes a 20% discount on annual subscription).
  • Advanced ($99/Month) – (Includes a 20% discount on annual subscription).

What I Like/Dislike | About NetHunt:


  • Easy customization
  • Third-party integration
  • Easy data import


  • Reporting system needs improvement
  • No chat integration


Best for Small Businesses ($16 per month). 

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Stuarts Take

Nutshell is a customer relationship management (CRM) platform designed for small businesses. It offers a range of features, including contact management, sales automation, and email tracking, to help businesses manage and grow their customer relationships.

Nutshell provides a simple and intuitive user interface, allowing users to easily organize, track and manage their interactions with customers from a single platform.

Out of 10
Best ForSmall Business
Annual DiscountYes

Nutshell is a platform that operates in the cloud and assists with managing various reporting and operational procedures.

It offers a variety of customization choices that can be tailored to meet the requirements of a particular sector.
Users of any level of technical expertise can adjust and quickly adapt because of the intuitive nature of the interface.

Some features include limitless storage, lead generation, email campaigns, mobile access, and pipelines.

Small businesses can utilize Nutshell with tools like Gmail, Slack, Google calendar, Microsoft Outlook, QuickBooks Online, and Intercom.

In addition, Nutshell provides native applications for the iPhone and Android operating systems, which enable sales representatives to generate, search for, and amend contact information while they are out in the field.

Key Features:

Nutshell 1
  • Contact Management: Organize and manage all of your customer information in one place.
  • Sales Automation: Automate repetitive tasks and streamline your sales process.
  • Email Tracking: Track email open rates, clicks, and conversions to see what’s working and what’s not.
  • Lead Management: Capture and manage leads from multiple sources and turn them into customers.
  • Reporting and Analytics: Get real-time insights into your sales pipeline and see how your business performs.
  • Mobile App: Access your CRM data from anywhere using the Nutshell mobile app.
  • Customizable Dashboards: Create custom dashboards to display the most important information to you.
  • Integrations: Integrate with a variety of tools, such as Gmail, Zapier, and MailChimp, to streamline your workflow.

User Experience:

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This may be the right option if you’re looking for a comprehensive solution to help your business grow while providing good customer service.

The platform is similar to Freshworks in many ways: It’s easy to use and offers a wide range of features like lead gen, social media management, and reporting tools.
Unlike Freshworks or Zoho, Nutshell doesn’t offer the same level of integration with other apps—you’ll be limited to Gmail and Google Calendar for email management and social media platforms for content management.

However, if you are hunting for something simpler than those options, this might be the right choice for you.


Nutshell 2

Nutshell offers three pricing plans:

  • Nutshell ($19/Month) – (Contact management and communication timelines, Email and calendar sync, Sales and lead reporting, Customizable single sales pipeline, Drag-and-drop pipeline board and interactive lead map).
  • Nutshell Pro ($49/Month) – (Everything in Starter, plus, Sales automation, Unlimited pipelines, Personal email sequences, Sales quotas and activity quotas).

What I Like/Dislike | About Nutshell:


  • Ease of use
  • Value for money
  • Customer support
  • Reporting and tracking


  • It might not be economical for some businesses


Best for Assist Small Businesses in Developing Customer ($29 per month). 

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Stuarts Take

Insightly is a customer relationship management (CRM) platform that helps organizations manage their interactions with current and potential customers. It offers lead and opportunity management, project management, email integration, and custom reporting features. Insightly is designed to provide businesses with a centralized system for managing their sales and marketing activities, improving customer engagement, and driving growth.

Out of 10
Best ForDriving Growth
Annual DiscountYes

Insightly CRM software is a tool for customer relationships and project management. It can assist small businesses in developing customer and partner ties and vendor and supplier partnerships.

The system employs a sophisticated CRM approach with all the contact details, email history, and crucial dates.

Because automation features eliminate many repetitive chores, freeing up your sales force to focus on what they do best: selling.
By providing capabilities that allow for flexible data linkage, Insightly CRM makes mapping out and comprehending intricate client relationships easier.

Customers, emails, and other information can be “connected” to existing connections in your database. This enables you to discover who knows who and construct a clear picture of an organization’s structure and informal networks.

Key Features:

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  • Lead and Opportunity Management: Helps organizations track and manage their sales pipeline, including the ability to categorize leads, assign tasks, and set reminders.
  • Project Management: Offers tools for managing projects and tasks, including team collaboration, task prioritization, and progress tracking.
  • Email Integration: Allows users to send and receive emails directly from the Insightly platform and track email correspondence with customers.
  • Custom Reporting: Provides the ability to create custom reports and dashboards to track performance and gain insights into key metrics.
  • Contact Management: Centralizes information about customers and prospects in one place, including contact details, communication history, and activities.
  • Mobile App: A mobile app is available for iOS and Android, providing users access to Insightly on the go.
  • Integrations: Insightly integrates with a range of other tools, including Google Apps, Microsoft Office, and popular project management tools.

User Experience:

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Insightly keeps tabs on the data that matters most about your leads, such as a detailed history of your marketing campaigns and communications (emails, chats, meetings, and tasks).

Real-time, automated lead routing ensures that salespeople are always following up on the best opportunities.

Using the business intelligence that is natively incorporated into Insightly, you can construct stunning data visualizations, discover insights, and track your progress toward achieving your objectives.

The dashboards and reports you and your team members create and share will be governed and secure by default, and you can build them with a simple drag-and-drop interface.


Insigthly 2

Insightly offers three pricing plans:

  • Plus ($29/Month) – (Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view).
  • Professional ($49/Month) – (Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view, Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view).
  • Enterprise ($99/Month) – (Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view, Lead management, Automated, customized emails, Email templates, Web-to-lead capture, Kanban view, Native Marketing and Service integration, Real-time connector to Marketing).

What I Like/Dislike | About Insightly:


  • Dashboard customization
  • Third-party apps’ integration
  • Workflow automation


  • No phone support
  • Very limited free features

How Do I Choose a CRM Software?

Choosing CRM software is a big decision for any business. When choosing the right CRM software, you’ll want to make sure that you find one that’s as flexible and customizable as possible.

Most people start by searching Google for “best CRM software” or something similar, but these searches are often inaccurate because they don’t consider your business needs.


To get started on the right foot, here’s how to choose a CRM software:

Define Requirements

The first step to choosing the right CRM software is defining what you need from a CRM.
There are a lot of things that go into your business, and there are different types of software programs that can help you manage them.

The key here is knowing what each piece does and how it fits into your business model. For example: if 90% of your customers are on Facebook and Google Ads and only 5% use LinkedIn ads, then you may need a different platform. It is because they will need to have the specific features needed to target those customers effectively using their preferred methods (Facebook or Google).

It’s important to consider both current needs as well as future goals. We recommend taking the time upfront before starting any research process (or purchasing) so that everyone is involved in making decisions.

Determine the Business Process You Need to Support

CRM software vendors can sell you a wide range of products, but they all support different business processes. This is where your research comes in. Before shopping for solutions, you need to figure out what your business needs.


To do this, start by listing all the essential processes to your company and how they relate to each other. For example, you want to improve customer retention rates. In that case, it could be helpful if you understand which tasks within your organization touch on that process—and which ones aren’t related (or are tangential).

Create a Shortlist

When choosing CRM software, it’s important to create a shortlist of the vendors that offer all your requirements. This article aims to help you make that shortlist by providing the most important features and vendors for each requirement.

The final step in choosing a CRM vendor is selecting the one that best meets all your criteria to get down to business.

However, before we get into the nitty-gritty details on each of these things, let’s go over some background information about what CRM stands for first:

Narrow Your Shortlist by Identifying Which Features are Most Important

While there are several features that any CRM software should have, not all of them are equally important to your business.

Business concept: Smartphone with black text CRM on display, 3D rendering

We’ve outlined some common features below and provided some advice on narrowing down your shortlist by identifying which are most important for you.

Evaluate Price, Support, and Vendor Stability

You will want to make sure that you will be able to get support when you need it. Several things are important when considering this.

First, the CRM vendor should have a good reputation for providing support and responding quickly to issues with their software. In addition, they should have an active community of users who provide feedback about how well the company responds to issues in the software and whether it is easy for them or not, which can be helpful in your decision-making process.

Acronym of CRM- Customer Relationship Marketing written on a blackboard

Finally, ensure that your vendor is stable in terms of its longevity. This means ensuring they aren’t out of business or anything like that so that you can rely on them to continue their service without interruption.
You may also want to ask how long they’ve been around before using them as well, if possible, so there are no surprises down the road about what happens if something happens unexpectedly with one part or another within one company – make sure whoever has been around longer than others;

Conduct Demos and Trials

When evaluating potential CRM software solutions, it’s helpful to demo and try out the software for yourself. The best way to do this is by conducting a live demo with a sales representative from the vendor.

During your demo, you should ask about their support and customer service, user interface, features, and product roadmap.

By trying it yourself, you can only know if you’ll like their solution!
If you know you want a CRM but need help with what to look for, here’s how to find the best solution for your business.

we build relationships

To select the right CRM solution for your business, it is important to understand what CRM does and how it can help your organization. Then, it would be best if you determined what specific business process you will use your new software for. This will help you create a shortlist of the most appropriate solutions.

Once you have done this, narrow your list by identifying the most important features to implement in your company’s software solution. Finally, evaluate the price, support, and vendor stability as key factors when deciding which solution works best for you.
After all of that work has been done, demos and trials should be conducted with potential vendors to address any remaining questions about their product or service before making an actual purchase decision.

What are the Benefits of Using CRM Software?

A customer relationship management (CRM) system is software that helps businesses organize and manage their customer and prospect information.

A CRM system can help you track leads, understand your customers’ needs better, and monitor employees. In this article, we’ll explore some of the benefits of using CRM software so that you can decide if it’s right for your business.

Consolidates Customer Data

CRM software consolidates customer data, making tracking your customers and sales easier. You can also use it to keep track of employees, vendors, suppliers, and competitors.

crm 8

With CRM software, you can also manage your projects and tasks. You can use it to create quotes and proposals, set budgets, track expenses, and better understand customers’ wants.

Organizes Your Business

CRM software helps you organize your business. It helps you manage and keep track of customers, sales, marketing campaigns, and more.
CRM software is an organized way to manage all of this information in one place so that it’s easily accessible whenever you need it.

You can also use CRM software to organize your sales pipeline by tracking the progress of new leads or opportunities through different stages in the sales process. This will help you see what stage each lead is at and how many prospects have been qualified for each stage.

Makes Your Business More Efficient

When you use a CRM system, it will help you to improve your business processes. This can make your business more efficient and productive. The CRM software will also help you to be organized and effective in your work.

Consider this example: You are a salesperson trying to sell products to customers over the phone or in person.

Marketing concept: Customer Relationship Management on advertising billboard background, 3D rendering

If there is no CRM system for tracking all of the leads, then it can be difficult for you or anyone in your team working on those leads to keep track of them all at once! However, with a good CRM system, every lead would have their own record with all relevant information about them (including email addresses and phone numbers).

Allows You to Sell in a Smarter Way

CRM software helps you understand your customers better and allows you to sell more smartly. With CRM, you can:

· Understand who is buying from you. By knowing which customers are purchasing from you, you’ll be able to tailor their experience with offers and discounts specific to them.

· Understand how your business is doing overall. CRM allows salespeople and executives alike to see what’s happening behind the scenes of their organization by monitoring key metrics like sales goals or pipeline segments that need attention.

· Understand the competitive landscape better than ever before. Through competitive intelligence reports, track competitor activity across multiple channels and customer buying patterns based on demographics or other variables.

It helps salespeople focus on key targets instead of wasting time on low-value leads like supermarket coupons (although these can still be useful for marketing purposes).

Turns Customers into Advocates of Your Brand

One of the benefits of using CRM software is that it turns customers into advocates for your brand.

Customers who feel valued are more likely to refer your business to others and buy from you again, which helps grow your customer base and reputation in the marketplace. The more advocates you have, the better you have at increasing sales and getting new leads from people interested in what you offer but have yet to learn much about it.

Tracking a customer’s activity can help provide valuable insight into their needs so that when they come back, they see something relevant instead of generic messaging that doesn’t serve them well.

Knowing what products or services they bought previously will also help provide recommendations based on like purchases.

Generates Reports that Help You Make Important Decisions

CRM software allows you to generate reports that help you make important business decisions easily. Reports are essential for understanding your customers and employees and comparing yourself against your competitors.

crm 11

For example, a sales report can help you understand trends in your product sales over time. It also shows where there are opportunities for improvement by highlighting areas with low customer satisfaction, high call volume, or slow response rates.

A report on employee engagement could show which employees are most likely to leave the company next month based on their feedback scores from surveys or performance reviews.

How is CRM Software Great for Businesses?

CRM software is great for businesses of any size since it helps you track leads, better understand your customers’ needs, and monitor employees.
You can use CRM software to make important decisions that will help your business grow. For example, you can turn customers into advocates of your brand by sending them newsletters and promotions on behalf of the company they bought from you.

You can sell more smartly by using data analytics to find out which products are most popular with certain demographics or people with similar interests and lifestyles as those interested in buying what you’re selling now (or recently).

A Takeaway

CRM is a great tool for businesses of any size, but it’s especially beneficial for companies that want to optimize their marketing and sales efforts. CRM software can help you streamline your business processes, increase efficiency, and increase productivity when used properly.

The benefits of CRM software are clear: more efficient workflow, more leads generated through better customer insights, and better product recommendations based on previous purchases — these are just examples of how CRM can make your life easier as an entrepreneur.

Which Type of CRM do I Need?

The type of CRM you need depends on the nature of your business, the kind of customer interactions you’re dealing with, how many customers you have, and how much time you want to spend.

If your business deals with many complex customer interactions and products, a sophisticated CRM might suit you better than an entry-level one. If so, many types offer more features for larger organizations (e.g., Salesforce). Some examples are Zoho CRM and Insightly.
An entry-level option will suffice if your company has only a few dozen contacts but needs to track all stages, from lead generation through closing deals.

Can Custom Fields be added to My CRM?

Yes, you can add custom fields to your CRM. By creating a custom field and then adding it to the appropriate database, you’ll be able to track information important to your business.

To create a new custom field:

Click on “Custom Fields” in the left-hand menu bar of Salesforce and select “Create.” This will open up a wizard for setting up your new custom field. You’ll be prompted for some basic information about what kind of data this field is meant to track (text or number), how it’s going to appear on mobile devices, etc., then given two options for where you want this data stored within Salesforce:

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· For this information not just disappear after every update cycle, I recommend choosing “Manageable under Field Groups.” Once done with these steps, it will appear in your list of available fields when creating new records using an object or account type like Contacts or Accounts – drag them into place!

Will your CRM integrate with my other software (like email, accounts, and marketing tools)?

This question is one of the most important ones to ask when choosing a CRM. The best CRM will be able to seamlessly connect with all of your current systems, including:
· Email
· Accounting software such as Quickbooks or Xero.
· Marketing tools like MailChimp or Hootsuite.
If you want to use a CRM that won’t integrate well with your existing systems, we recommend you choose another one.


In conclusion, many different CRM tools are available to help manage your business. These CRM tools can be useful if you have many clients or customers who need help keeping track of their information. The most important thing is to choose a CRM that fits your needs and budget!