Top 23 Online CRM software
Last updated: March 14, 2020
Online CRM software allows to manage customer relationships: keep history of customer interactions, track orders and sales, organize marketing events and customer service.
Most-popular CRM. Easy collaboration. Proven cloud platform. Salesforce.com offers everything you need to transform your business into a Social Enterprise, so you can connect to customers and employees like never before. With no software or hardware to install, you're up and running—and seeing a positive impact on your business—quickly.
HubSpot offers a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core. They’re powerful alone — but even better when used together.
Zoho CRM is an alternative online software for SMB that empowers organizations with a complete customer relationship lifecycle management software for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.
Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. A simple and visual sales pipeline tool that teams love to use
With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice. Start with just what you need to run your business—and delight your customers. And then add apps as your needs change.
Insightly is a great tool to help small businesses deal with the vital task of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact - from background, email history and important dates, to any projects or opportunities in which they have participated
Keap CRM sales and marketing tools help you get more done with less work so you can grow your business.
Freshsales is a full-fledged Sales CRM software for your business. You don't need multiple tools to drive sales anymore.
SugarCRM is an alternative CRM system that is available in both open source and Commercial open source applications. Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.
SuiteCRM is SugarCRM supercharged. It is a free and open source alternative to SugarCRM Professional Edition.
With amazing sales productivity tools for sales reps, the #1 web and mobile apps in the market and breakthrough visual reporting for sales leaders, Base is the complete and ultimate solution for any team that sells.
Copper is a cloud-based, cross-platform CRM that seamlessly integrates with Gmail, Google Drive and the rest of the Google Apps suite.
vtiger CRM is a community-driven, fully open source, CRM software with a worldwide community of developers and user. It includes modules to manage leads, sales opportunities, quotes, invoices, support tickets, knowledge base, inventory and more.
The easy online CRM for doing business. Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.
Sage CRM is a comprehensive on-demand CRM solution for businesses seeking a low-cost, low-risk option. As a Sage customer, you can choose from fully integrated CRM or Sage Sales, Marketing, Service modules to suit your business needs.
amoCRM is a simple, easy-to-use Sales Management System designed to save you time and money. It helps you manage leads and monitor your sales pipeline in only a few clicks.
Engage customers earlier and accelerate and close more deals using Oracle Sales Cloud's complete, innovative, and proven sales solution. Sales Cloud takes advantage of Oracle’s best-in-class cloud portfolio to offer a complete ecosystem of sales tools
Make and receive calls with just 1-click. All calls are logged automatically (no manual data entry!). Lead activity information pops up as soon as the phone rings so the data you need is always at your finger tips!
SAP CRM is designed for the way you sell today, giving you everything you need to work smarter, sell better, and win more. Win in the experience economy by differentiating and growing your business and delivering exceptional customer experiences.
Simple, Smart CRM for Office 365 and G Suite Teams. Turn Your Social Communities into Customers. Easily manage your contacts, calendars, communications, and social conversations with Nimble's social CRM.
Creatio (formerly bpmonline) is a single platform to accelerate sales, marketing, service. It's a process-driven cloud based software that connects the dots between marketing, sales and customer service, allowing to efficiently manage the complete customer journey – from lead to order, and to ongoing account maintenance.
PipelineDeals is simple CRM for Big Business. We've engineered a new user-interface and upgraded our features to provide you with a powerful, elegant and simple sales tool. PipelineDeals.com is designed specifically to be easy and intuitive to use. We didn't bloat our software with confusing and redundant features. Our development process is entirely customer driven and we work hard to accommodate our customer's needs.
Full featured: group calendar, tasks, email, files, photos, sales opporuntities. 100% Web Based. Work from anywhere, anytime. Mobile phone access. No syncing needed. Designed for organizations from 2 to 2,000 people. Sales Force Automation and Customer Relationship Management (CRM) tool.
Latest news about Online CRM software
2020. Zendesk’s latest tools designed to give fuller view of the customer
Two years ago Zendesk, which is widely known for its help desk software, made the move to CRM when it acquired Base. A little later that year, it announced the Sunshine platform, which customers could use to build applications on top of the Zendesk platform. It has been working to integrate the CRM tool more broadly into the platform, and today’s announcement is about giving Zendesk users a broader view of its customers. Zendesk has a great amount of data at its disposal about the customer’s likes and dislikes based on interactions with the help desk side of the house.
2020. Zendesk launches app marketplace for its CRM
Zendesk acquired Base CRM in 2018 and rebranded it as Zendesk Sell. Now the company is launching Zendesk Marketplace for Sell - an app store for this CRM product. It’s a place where companies can share components that extend the capabilities of the core Sell product. Companies like MailChimp, HubSpot and QuickBooks are available at launch. For starters, customers can build private apps with a new application development framework. This enables them to customize Sell for their particular environment, such as connecting to an internal system or building functionality that’s unique to them. In addition, ISVs can build custom apps, something Price points out they have been doing for some time on the Zendesk customer support side.
2019. Salesforce brought AI power to its search tool
Salesforce announced Einstein Search - an AI-powered search tool for Salesforce users that is designed to point them to the exact information for which they are looking. For starters, it might not know the popularity of a given topic like Google, but it can learn the behaviors of an individual and deliver the right answer based on a person’s profile, including geography and past activity to deliver a more meaningful answer. Next, it allows you to enter natural language search phrasing to find the exact information you need, and the search tool understands and delivers the results. Finally, based on what the intelligence engine knows about you, and on your search parameters, it can predict the most likely actions you want to take and provide quick action buttons in the results to help you do that, reducing the time to action.
2019. Salesforce added order management to its CRM software
Salesforce announced Lightning Order Management with integration layer that allows companies to work across sales, service and marketing systems to manage orders in a seamless way. The Salesforce solution involves a few key pieces. For starters there is order life cycle management, what Ball calls the brains of the operation. Customers start by building visual order workflows. They can move between systems in an App Picker, and the information is shared between Commerce Cloud and Service Cloud, so that as customers move from sales to service, the information moves with them and it makes it easier to process inquiries from customers about an order, including returns.
2019. Partner Management software Crossbeam got $12.5M Series A
Crossbeam, the startup that develops software for sharing information with potential partners, announced a $12.5 million Series A. The product works by sharing data from tools like Salesforce, HubSpot or even a .csv file and comparing that data inside of Crossbeam. Partners can see the overlap and where it makes sense for them to work together. Sometimes that may involve customer names, but other times it may be common sales reps across accounts. According to Crossbeam, many companies start with highly trusted partners to get comfortable with the product before branching out.
2019. Sales assistant software Vymo raised $18M
Vymo, the startup that operates an eponymous mobile-first service to help salespeople manage their leads and get more work done, has raised $18 million in a new financing round to expand its footprint in the U.S. and other markets. Vymo serves as a CRM (customer relationship management) solution and also works with other popular CRMs such as Salesforce. The service helps salespeople automatically capture their business calls, visits, messages, emails, calendar and the engagement levels to better track and manage their leads. Vymo, which employs about 100 people, has amassed over 40 enterprise customers, including life insurance firms AIA Group and AXA, in seven nations. More than 100,000 salespeople use Vymo’s service.
2019. HoneyBook, CRM for creative businesses raises $28M
HoneyBook, a customer-relationship management platform aimed at small businesses in creative fields, announced today it has raised a $28 million Series C led by Citi Ventures. This brings HoneyBook’s total raised so far to $72 million. It is using the funds to grow its teams in San Francisco and Tel Aviv and build new features for its user base, including small companies, people who work by themselves (“solopreneurs”) and freelancers. Like other CRMs, HoneyBook helps them develop relationships with potential new clients, manage projects, send invoices and accept payments, but with tools scaled for their business’ needs.
2019. Oracle adds more AI features to its suite of sales tools
Oracle adds several AI-fueled features for its suite of sales tools. For starters, the company wants to help managers and salespeople understand the market better to identify the best prospects in the pipeline. To that end, Oracle is announcing integration with DataFox, the company it purchased last fall. The acquisition gave Oracle the ability to integrate highly detailed company profiles into their Customer Experience Cloud, including information such as SEC filings, job postings, news stories and other data about the company. The company also announced an AI sales planning tool. Tarkoff says that Oracle created this tool in conjunction with its ERP team. The goal is to use machine learning to help finance make more accurate performance predictions based on internal data.
2019. Infusionsoft rebrands as Keap
Infusionsoft has rebranded the company as Keap, a name that represents the very essence of the grit and passion small businesses put in each day to keep going, keep serving and keep growing. With the rebrand, comes the launch of a new CRM product, also named Keap. Targeted at small service providers such as interior design, home repair, fitness or business consulting, Keap is smart client management software that automates repetitive sales and client-related tasks like appointment scheduling, following up on leads/quotes, and collecting payments. It does this by intelligently prompting the user when and how to follow-up with personal and professional communications that progress leads more quickly into more happy clients that refer.
2018. Zoho CRM enables to convert website live-chats to phone conversations
Zoho updated its unified customer experience platform Zoho CRM Plus. The new version doesn’t just allow your customers to reach out to you through the channel of their choice, it also helps your business teams switch across channels at will. Your sales reps can convert website live-chats to phone conversations, support agents can make or answer calls from within their ticket interface, and your marketers can convert social media interactions into tickets to get problems solved faster. With the bew ASAP plug-in for Desk plug-in, customers will be able to quickly find answers sourced from your business’s knowledge base, raise tickets directly, and even chat with your support agents from within your company website or mobile app. New Blueprint lets you build and automate processes that run across your sales, marketing, and support teams. Take your daily sales orders, for example: You can set up a Blueprint for your sales orders that involves both your sales and support teams so that approving a sales order in CRM will automatically create a ticket in Desk, and conversely, the sales order will be marked as “Delivered” in CRM when the delivery is completed in Desk.
2018. Salesforce allows to enter data to CRM via voice
Sales managers love to talk. In fact, talking is their job. But when it comes to entering customer data to CRM system, they have to type. Salesforce wants to save salespeople from such a cognitive dissonance. New feature - Einstein Voice - allows to enter data into the system using natural speech. Imagine, when getting behind the wheel, you simply launch the mobile app and talk to virtual assistant: "I just met John Smith. He is interested in buying, but asked to call him in a week ...". And the virtual assistant gently adds a note to this customer history in CRM. But Salesforce should do something with personality of their virtual assistant. It looks wrong to force Einstein to perform such simple tasks.
2018. Salesforce released new product - Customer 360
Customer 360 is a new software pulls the various customer data pieces together into a more unified view from the Salesforce product family. It is based on the technology from Salesforce's $6.5 billion Mulesoft acquisition.This should in theory allow the customer service representative talking to you on the phone to get the total picture of your interactions with the company, thereby reducing that need to repeat yourself because the information wasn’t passed on. The idea here is to bring all of the different products — sales, service, community, commerce and marketing — into a single unified view of the customer. And they allow you to do this with actually writing any code, according to the company.
2018. Microsoft launches new AI applications for Dynamics 365 CRM
A year ago Microsoft introduced its first Dynamics 365 AI solutions and today it’s expanding this portfolio with the launch of three new products: Dynamics 365 AI for Sales, Customer Service and Market Insights. Dynamics 365 AI for Sales, unsurprisingly, is meant to help sales teams get deeper insights into their prospects using sentiment analysis. That’s obviously among the most basic of machine learning applications these days, but AI for Sales also helps these salespeople understand what actions they should take next and which prospects to prioritize. Similarly, the Customer Service app focuses on using natural language understanding to understand and predict customer service problems and leverage virtual agents to lower costs. Finally, Dynamics 365 AI for Market Insights does just what the name implies: it provides teams with data about social sentiment, but this, too, goes a bit deeper.
2018. Zendesk acquired Base CRM
Zendesk has acquired Base, a startup that provides CRM for small business. While Base might not be as well known as Salesforce, Microsoft or Oracle in the CRM game, it has created a sophisticated sales force automation platform, complete with its own artificial intelligence underpinnings. If the core of customer data includes customer service, CRM and marketing, Base gives Zendesk one more of those missing components. Base was founded in 2009 and boasts more than 5,000 customers. It’s worth pointing out that Base was already available for sale in the company app marketplace, so there was some overlap here, but the company intends to try to move existing customers to Base, of course. Zendesk has indicated it will continue to support all Base customers.
2018. Salesforce simplifies phone sales
Salesforce unveiled some updates to its core Sales Cloud with an emphasis toward automation and integration. For starters, the company wants to simplify inside phone sales, giving the team not only a list of calls organized by those most likely to convert, but walking them through a sales process that’s been defined by management according to what they believe to be best practices. High Velocity Sales is designed to take underlying intelligence from Salesforce Einstein and apply it to the sales process to give sales people the best chance to convert that prospect. That includes defining contact cadence and content. For calls, the content could be as detailed as call scripts with what to say to the prospect. For emails, it could provide key details designed to move the prospect closer to sale and how often to send that next email. Once the sales teams begins to move that sale towards a close, Salesforce CPQ (configure, price, quote) capabilities come into play. That product has its roots in the company’s SteelBrick acquisition several years ago, and it too gets a shiny new update for Dreamforce this year.
2018. SAP unveiled new cloud CRM - C/4HANA
SAP gives CRM another shot with new cloud-based suite called SAP C/4HANA. It's intended to give users a way to provide consumer data protection, marketing, commerce, sales and customer service. It pulls together several acquisitions from the last several years: Hybris (ecommerce piece), Gigya (customer identity piece) amd CallidusCloud (price quote piece). SAP has taken these three pieces and packaged them together into a customer relationship management package. They see this term much more broadly than simply tracking a database of names and vital information on customers. They hope with these products to give their customers a way to provide consumer data protection, marketing, commerce, sales and customer service.
2018. Zoho's Zia learned to speak like Cortana
Zoho CRM 2018 update added voice to its AI-powered sales assistant - Zia. Zia can now interact with you through both voice and chat messages to perform any action inside Zoho CRM. Want to know your schedule for the day? Just ask Zia. On the go and want to check if you have enough inventory of a particular product before your next customer visit? Just ask Zia. Want to quickly mark a deal as Closed-Won after hanging up with the customer? Just ask Zia to do it for you. You interact with Zia either through the voice interface in the Zoho CRM app in iPhone or Android, or through the chat bar in Zoho CRM in your desktop web browser. Recall that Microsoft embedded voice assistant Cortana into Dynamics CRM almost 3 years ago.
2018. Salesforce introduces Integration Cloud on heels of MuleSoft acquisition
One week after MuleSoft acquisition, Salesforce unveils Integration Cloud, based on the acquired technology. The Integration Cloud itself consists of three broad pieces: The Integration Platform, which will eventually be based on MuleSoft; Integration Builder, a tool that lets you bring together a complete picture of a customer from Salesforce tools, as well as across other enterprise data repositories and finally Integration Experiences, which is designed to help brands build customized experiences based on all the information you’ve learned from the other tools. For now, it involves a few pieces that are independent of MuleSoft including a workflow tool called Lightning Flow, a new service that is designed to let Salesforce customers build workflows using the customer data in Salesforce CRM.
2018. Salesforce is buying cloud integration provider MuleSoft
Salesforce will buy MuleSoft in a deal valued at $6.5 billion. The CRM giant was interested in MuleSoft for a long time. With 1,200 customers, it gives Salesforce a mature company to add to its arsenal. It also gives them an API integration engine that should help the company access data across organizations, regardless of where it lives. This is particularly important for Salesforce, which tends to come in and work with a company across enterprise systems. As it builds out its artificial intelligence and machine learning layer, which it has branded as Einstein, it needs access to data across the company. A company like MuleSoft gives them that. But of course Salesforce gets more than tech with this purchase, which it can integrate into its growing family of products. It also gets major customers like Coca-Cola, VMware, GE, Accenture, Airbus, AT&T and Cisco.
2018. Salesforce launched CRM for small business - Essentials
Salesforce hasn’t had much of a presence in the very small business market to date. Neither has many of its CRM competitors. This is a market where many companies use Microsoft products—Outlook and Excel—rather than a purpose-built CRM offering. Cost has been an important consideration for this. So, however, has been familiarity and ease of use. Priced at $25 per user, per month, the new product Salesforce Essentials contains core CRM components like Einstein Artificial AI to help customers work smarter, and includes the Salesforce Trailhead online learning environment to make their experience easier. Essentials customers also qualify for the promotion announced Monday stemming from Salesforce’s new relationship with Google. This would give them three months of G Suite by Google Cloud at no cost.