A Comparison of the Top CRMs on the Market

Customer Relationship Management systems, better known as CRMs, are an easy way to simplify relationships between companies and clients by offering a centralized repository to collect data on both established clients and prospective customers. The top CRMs synchronize and optimize various marketing efforts by automating communication with customers. This CRM comparison gives companies a place to start as they look for the best solution for their needs.

Salesforce Sales Cloud

Salesforce starts at just $25 per user, per month, which makes it one of the most cost-effective options on the market. Many top companies turn to Salesforce for their CRM needs, including NBCUniversal, Kelly Services, Hewlett Packard, Dr. Pepper / Snapple, Siemens, and Dell. Salesforce offers free trials of its software, key features of which include:

  • SaaS solutions
  • .csv data imports
  • Mobile applications
  • Analytics
  • Email marketing
  • Email integrations
  • Real-time updates on documents, accounts, contacts, and more
  • The ability to consolidate customer communications, history, contacts, and more
  • Features that allow users to track and manage campaigns across several channels
  • Access for viewing data about deals a sales team is pursuing
  • Secure file sharing
  • Application library

Base

Starting at $45 per user, per month, Base’s customers include Barnes and Noble, Wayfair, Dom & Tom, and Expensify. The optional Base Voice includes calling, logging, recording, and reporting in a single platform, along with these other features included in all Base programs:

  • Sales metrics
  • Apps available on all major platforms: iOS, Android, and Windows
  • Real-time data
  • The ability to automatically share and track emails from anywhere
  • Sales-focused calendar smart enough to know who’s associated with each specific deal
  • A shared library for all team needs

Insightly

Insightly is the least expensive option on the market: The first two users are free, while the premium plan is just $15 per month. However, this lower costs comes with fewer features. Some companies find the included features to be enough for their needs, including the New York State Assembly, Centercode, Reddit, and YepRoc Records. Features include:

  • Calendar and task management
  • Project management abilities including pipelines, milestones, and activity sets
  • Social CRM gives access to contacts’ information on social media sites
  • Apps available for iOS and Android
  • Integrates with numerous programs including DropBox, OneDrive, and QuickBooks
  • Opportunity reports include sales metrics

Sage

Starting at $39 per month per user, Sage sits square in the center of the CRM price range. Sage boasts huge clients including Panasonic, the New York Stock Exchange, and Lockheed Martin. Like the others on this CRM comparison list, they offer a wide range of features:

  • One of the easiest to use interfaces out of the top CRMs
  • The ability to create graphs and quotes
  • Integration with social media
  • Mobile access
  • Integrated applications
  • Integration with Outlook and Exchange
  • Leveragability with financial data from the back-office system
  • A dashboard that’s totally customizable
  • Graphs for relationship management
  • Customizable graphic workflow
  • Quick execution of various marketing campaigns
  • Team-selling and management collaboration options

SalesNexus

With customers like the Better Business Bureau, there’s no question that SalesNexus is a company that can be trusted. Starting at $55 a month, their plans fall in the mid-higher end of the pricing associated with CRMs. Features include:

  • Integrated CRM and email marketing
  • The ability to get 500 leads per month at no additional charge
  • Integration with a wide range of applications and software
  • Click-to-call abilities
  • The ability to capture leads from a user’s website
  • Marketing automation with a wide variety of controls

Maximizer

Maximizer also starts at $55 per user per month and has attracted major brands like Rolex, Nestle, Hallmark, and the BBC. A list of their features includes:

  • A wide range of sales activities
  • Qualifications and distributions of leads
  • Pipeline management
  • Opportunity management
  • Custom reporting
  • Audit changes
  • Integration with Microsoft products including Office and Outlook
  • Case management
  • Customer self-service
  • Customizable reports and dashboards

Microsoft Dynamics

Microsoft Dynamicsis the highest priced CRM on this list, starting at $65 per user per month. Clients that have opted for this CRM include Delta Airlines, Pandora, the PGA, and ING Bank. Their features include but are not limited to:

  • The ability to create business connections via many CRM entities and activities
  • A wide range of marketing tools
  • Tools for scheduling
  • The ability to build teams with users from several business units
  • Assigning role-based permissions and access
  • Contract management
  • Knowledge management
  • Audit changes to data with automatic notifications
  • A wide range of mobile capabilities

CRMs and eFileCabinet

Working with both a CRM and a document management system like eFileCabinet allows users to save storage space on CRM platforms, build recurring templates, and enjoy the peace of mind that comes with total confidence in data security. Of the 7 CRMs listed here, Sage and Salesforce are fully compatible with eFileCabinet, making them 2 of the top CRMs available on the market today. Fill out the form on this page to learn more about how the top CRMs work seamlessly with eFileCabinet.

By | 2016-12-15T11:59:33+00:00 October 27th, 2015|
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