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What is Online CRM Software?

You can use online CRM software to build close bonds with your product’s consumers which can help to boost sales and increase revenue. You can categorize your customers into various groups for reference based on their priorities, opinions, buying patterns, purchase records, social media interactions and other criteria. Show moreAnother benefit is you can engage your customers on channels such as website, phone, email, and social media networks and get information about them from these interactions. Online CRM software can also help you to communicate with potential customers, build a sales funnel, and carry out loyalty campaigns. Our review team currently rates HubSpot CRM as the best app in this category. Show less

How was this ranking made?

In order to devise this list of best Online CRM Software we have researched 446 leading solutions currently present on the market, comparing their features, ease of implementation, customer support, possible integrations and mobile support using our unique SmartScoreTM rating system. This ranking has been created by Nestor Gilbert, our SaaS authority responsible for the Online CRM Software category.

List of Top 15 Online CRM Software

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1. HubSpot CRM

Our score: 9.8 User satisfaction: 99%

HubSpot CRM is the winner of our 2019 Best CRM Award. It has a free CRM platform that offers a powerful set of tools to engage customers and manage CRM-related operations. HubSpot takes care of all customer engagement channels from website traffic to landline calls. It is easy to use and it can integrate with other business systems as well.

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2. NetSuite CRM

Our score: 9.5 User satisfaction: 100%

A robust CRM solution that boasts of providing companies with a complete 360-degree view of their customers. Equipped with email marketing, compensation management, and more, this gives you a central hub for customer information, knowledge base resources, and team management.

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3. Salesforce CRM

Our score: 9.7 User satisfaction: N/A

Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.

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4. monday.com sales CRM

Our score: 8.5 User satisfaction: N/A

An industry-leading collaboration and communication app for on-site and remote work teams. This software offers a collaboration-first interface that allows users to build Boards with a wide variety of powerful columns. With this flexibility, the software allows teams to handle any type of project.

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5. Pipedrive

Our score: 9.4 User satisfaction: 100%

Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.

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6. Zoho CRM

Our score: 9.4 User satisfaction: 92%

A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM.

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7. Bigin

Our score: 8.6 User satisfaction: 96%

A quality all-in-one CRM designed for small businesses to keep track of prospects and visualize pipelines.

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8. Pipeliner

Our score: 9.1 User satisfaction: 100%

A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard.

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9. Zengine by WizeHive

Our score: 8.8 User satisfaction: 98%

A CRM-centric grant management software that helps organizations in education, research institutes, and non-profits manage process lifecycles involving grants, fellowships, and awards among others. It features more than a thousand integrations, robust reporting, and a powerful built-in CRM module. These make it a go-to solution for cause-based organizations.

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10. Daylite for Mac

Our score: 8.7 User satisfaction: 92%

A Swiss-knife CRM tool ideal for Mac, iPad, and iPhone business users. It helps businesses manage and organize all their CRM data from a single platform. It lets you organize all your emails, contacts, notes, projects, sales opportunities, calendars, and tasks. It is a fully-featured productivity application that lets you keep all your CRM data in a centralized location.

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11. EngageBay

Our score: 8.9 User satisfaction: 100%

EngageBay is an all-in-one marketing, sales, and CRM platform designed to be an affordable alternative to expensive solutions. Considered as a true alternative to more expensive business solutions, EngageBay automates key business processes and routines to free you up to create meaningful customer experiences.

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12. Method:CRM

Our score: 8.8 User satisfaction: 99%

A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.

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13. HoneyBook

Our score: 8.8 User satisfaction: 97%

An all-in-one business management solution that helps users organize work activities, connect with clients, and issue payments on time. It also keeps track of all appointments and can be used to communicate and schedule meetings with clients, send proposals, and many more. Collecting pay online is easy as well through its payment processing options.

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14. Zendesk Sell

Our score: 9.2 User satisfaction: 98%

An intuitive, web-based sales CRM platform built specifically for B2B and B2C sales professionals.

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15. Mothernode CRM

Our score: 8.7 User satisfaction: 100%

Mothernode CRM is a great CRM solution designed to give your business cutting edge technology to better manage your company and customers.

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Online CRM Software Guide

Table of contents

A large portion of a company’s success depends on adequate communication, which ought to involve multiple people from both sides, and a variety of methods united under the acronym Customer Relationship Management. CRM programs are critical providers of invaluable information for the sales department, supposed to provide an advanced level of customer service experience. Therefore, a good CRM is the core of current and prospective interaction and a storage database of practices and experiences that can be accessed by any member of the team at all times. Online CRM tools cover front-end contacts, back-office operations, and all business relationships, which imposes the need to use one even when business is doing just fine. But how to do educated comparisons to choose the best online CRM tools for small business and enterprises? This guide will help you make that decision:

Get to know each product with free trial

The best way to go is to sign up for at least a few free trials or demo and basic unpaid plans offered by popular online CRM software providers. With that method you will have the opportunity to test the important elements and you will get a good comparison of the capabilities of each app. The best thing to do is to try the list of tools that currently have the highest SmartScore rankings and Customer Satisfaction Rating in our online CRM software reviews to check the best online CRM software for your company: Insightly reviews, Salesforce IQ, Teamgate, InStream, and Mothernode CRM.

Targeted Businesses

Online CRM software tools are invaluable both to market newcomers and established and reputable businesses that need a fast and automated way to manage their customers. Therefore, you would qualify as a potential buyer of these products in every of the following cases:

  • Small Businesses. Small businesses may have as much as 10 clients to take care of, but those 10 clients are vital to the company and everything depends on them. Even if contacting them every day, customer teams are not expected to know every detail about them, and that’s where online CRMs become the handiest tools available.
  • Medium Businesses. Medium businesses, on their behalf, are growing and attracting more customers every day, but have less and less time to deal with each one separately. With infrequent phone calls and curt emails, the only affordable way to stay on track and deliver service on time is to use an online CRM which gathers and analyzes information.
  • Large Businesses. There is no doubt that large enterprises benefit from online CRMs, because with more than 100 employees and thousands of customers to attend, there is almost no way to keep everybody satisfied. What a large enterprise needs is a system that can target even most specific business needs, and attend every customer as if he was the only one to serve. That’s exactly what online CRM systems do.

What are Examples of Online CRM Software?

  • Insightly: A great CRM for small businesses with pre-developed structure for multi-level companies. It provides detailed business visibility, and facilitates collaboration and customer communication.
  • Zoho CRM: An outstanding member of the Zoho productivity suite designed to attract customers and to grow your business. It is well integrated with other Zoho products and popular third-party applications, and can respond to the needs of business of all scales and industries.
  • Salesforce IQ: A well-known CRM solution that takes care of all meaningful customer-related activities, and identifies most promising deals. It has a variety of advanced features, and it is highly customizable.
  • Base CRM: An outstanding CRM that analyses and stores customer information, allowing you to improve business relationships and to evaluate your employees’ potential.
  • Teamgate: One of the top cloud-based CRMs for making strategic sales decisions. It measures accomplishments versus goals, and comes with an incredible set of reporting features.

Types of Online CRM Software

One of the things that makes choosing online CRM software so difficult is the variety of programs that can be used for the purpose. They range all the way from basic tool suites to ultra costly and accurate programs. Features can also be categorization criteria, as certain programs do nothing but keep customer records, while others are more robust and they allow users to report and discover trends, and even do some custom branding. The basic division criterion is deployment, depending on which you can choose between:

  • Software-as-a-service (SaaS) online CRM systems. These are usually paid per month, and are hosted on the vendor’s server. The business owner is not responsible for installation, updating, and maintenance.
  • Cloud-based CRM platforms. Most of these offer free basic plans, while some are completely open source and all of their features can be used for free. They qualify as the most affordable ones due to their universal access and the fact that the client doesn’t need to update them or to pay for maintenance.
  • Specialty CRM solutions. Apart from the delivery method, online CRM tools can be categorized according to their purpose. This is indicated by the proliferation of CRM platforms designed specifically for nonprofits, the real estate industry, and similar.

Key Features of Online CRM Software

These are the basic features you should expect from your next online CRM platform:

  • Order Histories. As we already said, one of the strongest sides of every CRM is that they save information. Order histories are an invaluable solution for customers wishing to follow their purchase, but also for the company that gets to understand their buying patterns, and to focus on fruitful selling strategies.
  • Integration. Your online CRM has to be compatible with the software infrastructure already in place, in particular such that is related to monitoring of customer behavior. Needless to say, it should support standard document formats, and to be intuitive to the extent that even tech-savvy uses can skip a learning curve.
  • Mobile Friendliness. Mobile devices are the norm of many businesses nowadays, meaning that a large portion of the CRM target audience expects to complete tasks on their phones or tablets. Being an information-access system, an ideal CRM will boost productivity right because it can be used on multiple devices.
  • Stability and Professional Support. To be absolutely frank, good CRMs are not cheap, which makes 24/7 assistance the least we can expect of them. There must be a knowledgeable team to help us ‘sail’ through implementation, and to help us deal with every issue so that we won’t jump on another platform soon. The best way to find a CRM like this is to look at ones that have been on the market for quite a while.
  • Abundance of Sales and Contact Management Features. CRMs are very different in terms of sales/management features, but there are few each CRM should be in possession of: Contact management; Sales Team management; Opportunity management; Lead management; Reports; Dashboards; Customizable layouts; Sales Analytics; Sales Forecasting and Automation; Mobile apps & alerts; Email integration (Outlook and Google in particular); Territory management; Orders & approvals; File storage; File syncing/sharing; Performance management; Marketing automation; Chat integration, etc.
  • Calendar and alerts. Essential to a business is the keeping of appointments or deadlines. That is why an online CRM platform includes a calendar, which helps users keep track of meetings with clients or due dates of deliveries. Further, the calendar connects with the alert feature of the solution. This way, users receive notifications when an important activity is coming up so they can be ready for it.

Benefits of Online CRM Software

We live in a mobile age, where full control capacity from every location means the world to our business. Want it or not, we are expected to manage business using latest trends and advanced technologies, so that we could focus on proper efficiency incentives, and to make the appropriate decisions for our sales and marketing. This is what online CRM can do for us:

  • Centralized data storage in a secure and available location. Isn’t that the mere definition of being organized? There are multiple advantages to having cloud-based data storage, availability from all locations and devices being the principal one. When you run a large team, access is simply a top notch priority. But there is more to online CRM than just summarizing data: the system is supposed to encrypt it and to store it safely, so that customers would be peaceful knowing that not even you have full access to their data.
  • Enhanced relationships and generation of quality leads on a budget. Online CRMs are easy means for customer retention, which becomes equally important as customer attraction once your business has made headway. Retention rates grow as you peak deeper into what your customers want or need, and use this information for prospective marketing endeavors. The usual result is that you discover the perfect marketing strategy, without having to experiment with once that can actually harm your marketing budget. Your current customers, on the other hand, will be satisfied from the improved level of communication, because each and every time you open your CRM, you will find out a new way to respond to their needs. As a result, you will start treating them better; develop solutions based on their expectations, and increase business revenue based on this information.
  • Identification of the hotspots of business performance. Be it because customers trust you, or because you manage time in an appropriate manner, you will be able to focus on the right issues, rewarding achievers and eliminating weaknesses wherever you spot them. Effectiveness will be out of discussion, because automating manual processes will leave no room for human error, and the only duplicate work you will be expected to do is the one you believe is the most profitable one.
  • Valuing the importance of each business relationship separately. When you start prioritizing resources properly, you intuitively become protective towards most profitable accounts, and make well-informed decisions on how to make the most from your business opportunities. In fact, you get to focus on a specific consumer group you believe expresses genuine interest in your products/services.
  • Automation of tasks. Modern online CRM software are now equipped with better automation capabilities. As a result, users can systematize their work processes and let once manual tasks occur with little to no human intervention. This allows them to focus on other tasks at hand, such as interacting with customers to increase sales.

Expanding role of AI: Artificial intelligence is being infused more and more into online CRM software. In fact, a survey reports that companies are increasing their AI use cases by 257% in the following 24 months. Areas that are likely to evolve due to that are automation, communication, and analytics.

CRM continues to be social: Buyers’ perceptions regarding a product, service, or brand is heavily influenced by what they see on social media, particularly when it is from their peers. That is why online CRM solutions now include social tools to allow sales representatives to increase the company’s social network presence. On top of that, it lets customer service agents mitigate the effects of negative reviews.

Companies want more flexibility: When a vendor launched an open-source CRM platform, they changed the landscape of the niche. Because then organizations realized that they can customize their online CRM software to fit exactly their needs. As such, CRM solution developers make a more concentrated effort to enable users to configure the interface and its tools to their requirements.

Mobile CRM tools are here to stay: Sales agents are a busy bunch and they need a mobile solution to help them close deals and complete other tasks even when they are out of the office.

Potential Issues

Complex system of tools: CRM has many facets and there are as many types of online CRM solutions. That is why it is possible to have overlapping software especially when it comes to customer service and support, lead and sales management, and marketing automation. This can create a complex system and rather than ease your workflow will give you an additional headache. To remedy or to avoid that, you have to determine what kind of CRM you need to do. Afterward, you can research on possible software solutions that meet most of your needs to reduce the number of tools you have to implement and use.

Cloud storage. Customer and vendor information can take up a lot of storage. One of the drivers of the cost of online CRM platforms is actually because of that. If yours is a burgeoning business, you have to be ready to spend more to expand your data storage to accommodate the information you amass.

Employee adoption. No matter how good an online CRM software purportedly is, you cannot leverage it if your employees refuse to utilize it. This can happen when you select a platform that is not user-friendly. Apart from that, they may not adopt the solution if they have little knowledge of it. Thus, you also have to invest in training to ensure high ROI.

List of Online CRM Software Companies

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Product name:
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User Satisf.
User reviews:
Whautomate reviews

Whautomate

Online CRM Software
9.5
$79
95%
Tall Emu CRM reviews

Tall Emu CRM

Online CRM Software
8.0
AU$65
93%
Dream Service Software reviews

Dream Service Software

Online CRM Software
8.0
By quote
97%
Keap Max Classic reviews

Keap Max Classic

Online CRM Software
9.0
$80
97%
Salesdash CRM reviews

Salesdash CRM

Online CRM Software
8.0
$20
-
CRMNEXT reviews

CRMNEXT

Online CRM Software
8.0
By quote
100%
EntireOneHire reviews

EntireOneHire

Online CRM Software
8.4
By quote
-
FinCRM reviews

FinCRM

Online CRM Software
8.0
₹450
100%
Freshworks CRM reviews

Freshworks CRM

Online CRM Software
9.7
$19
95%
Bigin reviews

Bigin

Online CRM Software
8.6
$7
96%
vtenext reviews

vtenext

Online CRM Software
8.8
By quote
100%
HoneyBook reviews

HoneyBook

Online CRM Software
8.8
$39
97%
Simply CRM reviews

Simply CRM

Online CRM Software
8.0
€22
92%
SalesHud reviews

SalesHud

Online CRM Software
8.0
$30
89%
Onpipeline reviews

Onpipeline

Online CRM Software
8.2
$35
93%

Things to consider when you invest in a SaaS

Disaster recovery and security are two important elements that need to be considered by SaaS buyers when evaluating potential vendors.

Many SaaS providers do not have a disaster recovery site. Therefore, ask the following queries to your shortlisted vendors: How do you test your disaster recovery procedures? What is your recovery time? How often do you test? Do you have discrete infrastructure; are your main site and your disaster recovery site placed in different geographical locations?

You need to be aware that many SaaS vendors do not use enterprise-grade infrastructure to install SaaS apps. Many programs have multiple providers. For instance, there may be a firewall provider, an Internet provider, and a few others too in the mix. If a concern rears up, there is a lot of finger-pointing. This issue is common with on-premise IT systems. The solution is to decrease the number of vendors so that there is accountability to ensure they take responsibility about performance.

Ask the potential SaaS vendors the following questions about security: Is your organization SAS70 compliant? What security processes are used at your facilities? What security audits and guidelines does your company follow? Who manages access and identity management, web application firewalls, log file management, and network connectivity?

Needless to say, take your time to research thoroughly and get the answers to the above queries before you invest in an apt SaaS solution.

Frequently asked questions about Online CRM Software

What is the best online CRM software?

The best online CRM software is HubSpot CRM. It is a free platform that is rich in features and tools. With it, organizations can engage their customers and target audience in different channels. It is also simple and easy to use so users can get acquainted with the functionalities quickly.

Organizations can also appreciate that HubSpot CRM is a Google-certified solution. This means that it works well with the Google suite of applications. On top of that, it can integrate with a wide array of third-party solutions, allowing companies to connect it with their existing and future tech stack additions. This also makes it applicable to a broad range of industries.

What’s more, HubSpot CRM is scalable. This means that businesses can scale up to a paid version of the software once they have become familiar with it or when their requirements change.

What are the benefits of online CRM software?

Online CRM software is designed for small and growing businesses that are looking for robust tools and flexibility. It is also developed to bring together previously disparate CRM processes for a more streamlined workflow.

Economical lead generation. Since an online CRM solution can connect with various marketing channels, it can add leads to the system automatically. Because the process is organic, businesses can reduce their expenses on paid lead generation.

Centralized customer information. Businesses can put their customer data in one place using an online CRM tool. As a result, sales and support representatives can draw up information during interactions anytime to provide the best service and assistance.

Issue identification and mitigation. Do you have concerns with the way your business is operating currently? Online CRM software have reporting and analytics tools that can help you get to an answer. You can produce general reports or go right to the area that you believe is troublesome. By doing either, you can identify issues and resolve them before they hurt your operations further.

Reduced overhead costs. Since it is hosted in the cloud by the vendor, online CRM solutions cost less. That is if you are using a paid version. However, you can also acquire one free, further decreasing your overhead.

What are the features of online CRM software?

Online CRM software has different types depending on their target user and business. Nevertheless, they always have some things in common:

Customer transaction history. Sales representatives can see when the customer first purchased a product or a service and which items they avail of most often.

Customer profiles. This allows users to understand their customers’ needs and wants better. Therefore, they can provide excellent service. Additionally, it enables them to get in touch with customers easily since they can find the contact details on the same window.

Dashboards and reports. Through dashboards, users can see the latest updates on their tasks or activities as soon as they launch the solution. And with reports, they can have a better understanding of the business operations. Thus, they can make improvements where they are needed.

Integrations. Whether native, through APIs, or via Zapier, online CRM applications now support integrations. These allow organizations to push and pull information from other platforms in their sales and marketing tech stack with ease.

What is the easiest online CRM software to use?

There are many online CRM software that market their platforms as user-friendly. However, only a handful live up to that label truly. We have listed three of them below to get you started on your search:

Freshsales. There is a reason why this platform has received accolades for its great user experience. Because it does offer one through its intuitive and easy-to-navigate interface.

Pipedrive. This solution is best for small and growing businesses with its fully mobile-optimized interface. Integrating with Google services like Calendar, Contacts, and Gmail is also a breeze.

CRM Creatio. One reason it is popular among businesses and non-profit organizations is because of its out-of-the-box solutions. They enable users to get started on CRM tasks without scratching their heads over configurations.

 

What is a good free online CRM software?

Just because it is free does not mean it is subpar. These three free online CRM software proves that:

HubSpot CRM. Businesses like to use it because it is free and yet feature-rich. It allows them to get familiar with the concept or the platform and readies them for the next tier.

Freshsales. New and small businesses alike can take advantage of this platform’s free plan. With it, they can have unlimited users to manage leads and sales.

Zoho CRM. This award-winning solution is free for up to 3 users. Despite that, those users can already access the full range of Zoho CRMs functionalities.

Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

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