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Here at Koncert, our customers (and our sales reps!) increase their revenue every day by using our multi-channel sales engagement platform to make more phone calls, have more conversations, and send more emails with multi-channel communication, personalization, and relevance. But those conversations only happen if you have potential customers to talk to and have the contact information of those prospects easily accessible.
Are you keeping the contact information of your prospects and customers in an Excel spreadsheet? (Please don’t tell me if you are.) In order to succeed, you need a customer relationship management (CRM) solution that stores your prospect and customer data and can be used to understand that data.
Read on to learn about the top 20 CRMs (listed in alphabetical order) that B2B sales teams are using and understand the differences between them. You’ll understand how to compare HubSpot vs. Salesforce; Zoho vs. Copper; and MS Dynamics with Freshworks, for example.
What is sales engagement? Read this blog.
- ActiveCampaign
- Close
- Copper
- Freshworks CRM (formerly Freshsales)
- HubSpot CRM
- Insightly
- Less Annoying CRM
- Microsoft Dynamics 365
- monday.com
- NetHunt CRM
- Nimble
- Nutshell
- Pipedrive
- Pipeline
- Pipeliner CRM
- Salesflare
- Salesforce CRM
- SharpSpring
- Zendesk Sell
- Zoho CRM
ActiveCampaign
About:
ActiveCampaign offers category-defining a Customer Experience Automation Platform (CXA) that helps over 145,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 500+ pre-built automations that combine email marketing, marketing automation and CRM for powerful segmentation and personalization across social, email, messaging, chat and text.
LinkedIn Company Listing:
https://www.linkedin.com/company/activecampaign-inc-/
What G2 Reviewers Say:
- Dustin T: “Automations are KING! I love the funnels you can build. Site tracking is also very nice.”
- Eugenia R: “We selected Active Campaign out of many CRM options after reading many reviews and asking fellow marketers. The value for the money for the number of contacts and activities you can do makes it a good deal. The tool is very robust.”
Free Trial Available:
Yes.
Close
About:
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. They're dedicated to the business of the future: smart, agile teams who work remotely. If you’re a tech-enabled team who needs to scale without overpaying for enterprise software, you’ve found the right sales tool.
LinkedIn Company Listing:
https://www.linkedin.com/company/close-crm/
What G2 Reviewers Say:
- Samrat M: “The Close interface is highly intuitive and simple to pick-up and use. Users can very quickly get a hang of how to use the app without having to go through an extensive training process. The process of adding in new leads and opportunities & editing it along the sales cycle is super easy.”
- Bob G: “Close.io is a great CRM and outbound marketing software. They continually added improved features.”
Free Trial Available:
Yes. 14-day free trial.
Copper
About:
If relationships are the lifeblood of your business, Copper is the heart. The only Google-recommended CRM that helps teams build better relationships to drive lasting revenue. Copper is the easy-to-use CRM for small businesses that need to manage more sales leads & grow customer relationships—but don't have time for data entry, repetitive admin tasks, or complicated tools.
LinkedIn Company Listing:
https://www.linkedin.com/company/copper-inc/
What G2 Reviewers Say:
- Eli J: “Try it! Easiest CRM to learn on the market!”
- Tiffany R: “This CRM has completely changed the way we handle our customers!”
Free Trial Available:
Yes. 14-day free trial.
Freshworks CRM (formerly Freshsales)
About:
Freshworks CRM acts as a single source of truth for your business and provides a 360° view of your customer, by capturing and combining customer experiences in one place. Generate 10x more leads & opportunities and win deals with personalized customer conversations.
LinkedIn Company Listing:
https://www.linkedin.com/company/freshworks-inc/
What G2 Reviewers Say:
- Jackline S: “Freshworks CRM has enhanced a strong relationship between our sales and marketing teams.”
- Heather S: “Freshdesk makes the work of our sales team much more manageable.”
Free Trial Available:
Yes. 21-day free trial.
HubSpot CRM
About:
With HubSpot CRM, you can say “so long” to messy spreadsheets and time wasted on menial tasks. HubSpot CRM features a full suite of sales productivity tools so you can sell more, but work less. HubSpot CRM takes minutes to learn (not months), and new contacts to your database are automatically enriched with data from over 20 million businesses.
LinkedIn Company Listing:
https://www.linkedin.com/company/hubspot/
What G2 Reviewers Say:
- Josh P: “I appreciate how well organized HubSpot keeps my contacts as prospects/leads or further into the funnel. I like the tracking feature to know which emails get a higher response rate than others and who is engaging. Keeps me focused on the right prospects.”
- Eric M. P: “Everything about HubSpot is top-notch, from their design to their pricing plans to their customer support. For the year I've been using it, I haven't come across one aspect that hasn't made my job in sales easier.”
Free Trial Available:
Yes.
Insightly
About:
Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly's out of the box capabilities allow you to tailor each user's experience for every customer facing role. It is easy to use, easy to set up, highly customizable to your industry, and offers fast time to value at a low total cost of ownership. Join more than 1.5M Insightly users who are already building better customer relationships.
LinkedIn Company Listing:
https://www.linkedin.com/company/insightly/
What G2 Reviewers Say:
- Dave M: “This is the authentic and reliable tool for managing contacts of people and companies too. I strongly appreciate its integration with Gmail and many other systems that helps us a lot in saving our precious time that needs to be spent on exporting data.”
- Michael L: “Simple and ease of use. Very user friendly and easy to navigate. Good option if you are looking to start a CRM for your small business.”
Free Trial Available:
Yes.
Less Annoying CRM
About:
With Less Annoying CRM, you’ll finally have a place to store everything you need to know about your contacts. From one simple screen you can see your notes, files, tasks, events, and pipeline information related to a contact.
LinkedIn Company Listing:
https://www.linkedin.com/company/less-annoying-crm/
What G2 Reviewers Say:
- Gabriel M: “The CRM has functions that I never even knew could help me until I began to explore the system. I would never be so successful in business without this organized, easy to use CRM.”
- Paradigm P: “We will never consider using another CRM! LACRM is our main communication hub for the company. The customer support is extraordinary.”
Free Trial Available:
Yes.
Microsoft Dynamics 365
About:
Microsoft Dynamics 365 delivers modern, intelligent, and unified CRM software and apps that work seamlessly together to help you increase marketing ROI, drive sales results, and improve service delivery.
LinkedIn Company Listing:
https://www.linkedin.com/showcase/microsoft-dynamics/
What G2 Reviewers Say:
- Kevin L: “I like the customization that Dynamics 365 offers. Our system is set up to the specifications of our company, and users can further customize from there by making custom views, reports, etc. It also has plenty of drill-down capabilities to get the information needed.”
- Dan R: “Dynamics 365 Sales has unlocked so much potential for us as an organization and will undoubtedly be the solution to navigating the planning moving forward. Our company loves it, and it has saved us so much time from going in and out of spreadsheets all day long with information getting lost in the shuffle and people overwriting other people's data.”
Free Trial Available:
Yes.
monday.com
About:
monday.com CRM for enterprises is a fully scalable, flexible, and secure Work OS that was built to drive real impact from your CRM and Sales efforts. Effectively capture leads, track sales pipelines, and manage contacts. Easily forecast revenue, generate insights, and learn where to focus your efforts.
LinkedIn Company Listing:
https://www.linkedin.com/company/mondaydotcom/
What G2 Reviewers Say:
- Celeste Z: “Because we all work remotely and across different provinces and countries, we needed a system that would allow for a smooth digital experience for everyone. We also wanted something that could serve as a sales CRM and ATS for when we're recruiting new team members.”
- James L: “I love that Monday.com can be molded to work in a multitude of different ways, covering many aspects of my business. Need a CRM platform? Check. Need to track issues from customers or users? Check. Need a task management system? Check. Need to dashboard a project and gain insights on progress? Check.”
Free Trial Available:
Yes.
NetHunt CRM
About:
NetHunt CRM is a sales automation tool built inside Gmail. Everything you need is now available in Gmail inbox: customer profiles, deals and opportunities, data filters and views, team collaboration, email tracking, bulk email campaigns, email sequences, sales automation, and much more!
LinkedIn Company Listing:
https://www.linkedin.com/company/nethunt-crm/
What G2 Reviewers Say:
- Tom C. W: “The LinkedIn integration (my primary use case) is far superior to any other tool I've found, including the SFDC's, HubSpots, etc. The simplicity of the suite as well is also a great thing — too many CRMs are very bloated now.”
- Luis V: “In our company we implement it as the main CRM after evaluating all its potential characteristics and functions, which generate the confidence that we will be able to grow the organization through its use.”
Free Trial Available:
Yes.
Nimble
About:
Nimble is the only CRM that creates auto-enriched contact profiles from anywhere on the web. Simply hover over any name and the Nimble Prospector browser extension will deliver actionable contact information, business insights, and interaction history to cut your time spent on data entry in half.
LinkedIn Company Listing:
https://www.linkedin.com/company/nimblecrm/
What G2 Reviewers Say:
- Sydney K: “Jump in, head-first!!! You shall not go wrong by using Nimble. You shall find it integrates with everything you need for CRM. My only question to you would be: "Why didn't you think of Nimble earlier?”
- Jen F: “I've tried several CRM platforms and they either offer too few features or have so many that it's hard to know where to start. Nimble offers more functions than I need, but it's intuitive and easy to customize, so I get what I need as soon as I log in.”
Free Trial Available:
Yes.
Nutshell
About:
Nutshell offers free data importing assistance to help your team get up and running on Day One. Minimize manual data entry. Sync your phone contacts, collect leads from your website, or scan business cards on the fly. Want to add a new contact? Just snap, sync, and go.
LinkedIn Company Listing:
https://www.linkedin.com/company/nutshell-llc/
What G2 Reviewers Say:
- Evan T: “This email marketing tool is integrated with a great CRM. I can send daily emails and weekly newsletters to multiple contacts. Reporting on opens and clicks is integrated with the CRM as well so I can follow with phone calls in real-time.”
- Craig K: “As a CRM tool, Nutshell focuses on the essential features for a Sales team. These features include organizing prospects and customers, leads and deals (including where they sit within your sales funnel), and business analytics.”
Free Trial Available:
Yes.
Pipedrive
About:
Pipedrive is a CRM platform that was developed from the salesperson’s point of view. Inspired by proven methods of experienced salespeople, Pipedrive engineers developed a platform that helps salespeople and teams focus on learning and repeating their most effective process to close deals.
LinkedIn Company Listing:
https://www.linkedin.com/company/pipedrive/
What G2 Reviewers Say:
- Sophie S: “Pipedrive is a great tool for small businesses. It's simple to use, and it does what it's supposed to do. I would recommend it to anyone who needs a CRM.”
- Aviva R: “Pipedrive is a CRM focused exclusively on sales. I love the easy UX, the clear reporting, and the fun animation when you win a deal.”
Free Trial Available:
Yes.
Pipeline
About:
Pipeline is a CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 60 countries use Pipeline to gain visibility into their sales, accelerate opportunities, and close more deals.
LinkedIn Company Listing:
https://www.linkedin.com/company/pipelinedeals-com/
What G2 Reviewers Say:
- Lily B: “This is a platform that allows effective and accurate CRM management. It is easy to use a set of tools and functions that provides the opportunity to follow up on all potential customers.”
- Jhon K: “This platform is an optimal CRM for the growth of medium-sized companies, its tools and functions are based on helping to make sales and provide the best customer service.”
Free Trial Available:
Yes.
Pipeliner CRM
About:
Pipeliner offers a CRM with a unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. This CRM provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights.
LinkedIn Company Listing:
https://www.linkedin.com/company/pipelinercrm/
What G2 Reviewers Say:
- Mfundo N: “Pipeliner CRM can change all your problems with sales and management in an easy-to-use platform.”
- Anthony D: “I highly recommend Pipeliner CRM for anyone looking for a CRM tool that gives value for money in all ramifications. You can't go wrong with this product.”
Free Trial Available:
Yes
Salesflare
About:
Salesflare is the intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.
LinkedIn Company Listing:
https://www.linkedin.com/company/salesflare/
What G2 Reviewers Say:
- Mathieu F: “This CRM company has the easiest to use platform, and the best client service of the world. They are just great, and they help you as soon as you get stuck with a question ... and it does not cost a dime more!”
- E.G. Sebastian C: “I used to slack off on following up with prospects and lost many sales in the past. SalesFlare allows me to keep all my prospects in one place and keep track of each stage of the sales-process / keep track of all of my interactions with prospects and existing clients.”
Free Trial Available:
Yes.
Salesforce CRM
About:
Salesforce offers a wide variety of CRM categories and systems to meet your needs, including Sales Cloud, Marketing Cloud, Service Cloud, Analytics Cloud, Data Cloud, Community Cloud, App Cloud, and IoT, serving more than 150,000 customers.
LinkedIn Company Listing:
https://www.linkedin.com/company/salesforce/
What G2 Reviewers Say:
- Keith L: “Good follow up tools to keep track of a large prospect database. The engage alerts are key to keep tabs on the more interested prospects.”
- Ken S: “As a salesperson, I like to see my deals progress. Salesforce has made some improvements in their Opportunity object to show how the deal is progressing through different colors and heat-map like progression. I like that component and makes me want to do input more data into the CRM.”
Free Trial Available:
Yes.
SharpSpring
About:
SharpSpring is a cloud-based automation platform for marketing agencies and small to mid-sized businesses that rivals top competitors with its features, functionalities and performance. SharpSpring is among the most flexible platforms on the market, offering native or third-party CRM integration, universal CMS compatibility, and additional integrations with hundreds of applications.
LinkedIn Company Listing:
https://www.linkedin.com/company/sharpspring/
What G2 Reviewers Say:
- Dennis S: “SharpSpring is a solid player in the marketing automation and CRM world, plus it scales nicely and gives agencies a competitive offering to clients.”
- Jason C: “SharpSpring helps multiple reps at my company manage opportunities. We have several reps adding contacts and creating opportunities, and SharpSpring makes things clear enough so that we aren't stepping on anyone's toes.”
Free Trial Available:
Unknown.
Zendesk Sell
About:
Zendesk Sell is a CRM system that offers many features including the self-service portal, which lets customers easily help themselves before hassling your agents. It’s loaded with a variety of industry-leading CRM tools (including a user-friendly mobile app), while simultaneously designed to be as user-friendly as possible.
LinkedIn Company Listing:
https://www.linkedin.com/company/zendesksell/
What G2 Reviewers Say:
- Hanna M: “As CRM software, it provides us with multiple integration functions with social networks, email, calendars, among other powerful tools. It allows us to manage current clients and potential clients, in this way we maintain greater knowledge and control over our client portfolio.”
- Shiwani S: “We recommend Zendesk Sell for business professionals. It is a good CRM to manage data and team. It provides customizable sales dashboards features to complete business goals.”
Free Trial Available:
Yes.
Zoho CRM
About:
Zoho CRM empowers a global network of over 250,000 businesses in 180 countries to convert more leads, engage with customers, and grow their revenue. Transform your business with the world’s favorite customer relationship management software.
LinkedIn Company Listing:
https://www.linkedin.com/company/zoho/
What G2 Reviewers Say:
- Eric H: “The CRM is highly customizable, with the ability to create custom fields and objects. It also supports workflows for automation and easy to set up integrations with other products.”
- James S: “ZOHO CRM solves issues with managing a large number of clients and prospects. In our use case, ZOHO makes managing and organizing multiple targeted advertising campaigns simple.”
Free Trial Available:
Yes.
Once you have chosen the right customer relationship management solution, it’s time to contact your potential customers through B2B sales engagement. Reach out to us here at Koncert today to learn more about our entire multi-channel suite of B2B sales engagement software, including Cadence and our three cloud-based dialers, including our human power dialer, Agent-Assisted Dialer. Simply click here or give us a call at 800-955-5040.