2022 EDITION

TOP 40
Customer
Relationship
Management
SOFTWARE
REPORT
Comparison of the Leading CRM Software Vendors
Overview of CRM Software Solutions

Customer Relationship Management (CRM) simplifies company-client relations by providing

a centralized repository for collecting information on prospective customers and established
clientele. The ideal CRM system synchronizes your various marketing efforts and optimizes your
marketing efforts by automating customer communications. Business owners should consider
a CRM platform if they find it difficult to maintain regular interactions with clients or lack a
comprehensive system for communicating with customers. A company might also find value in
transitioning to a new CRM solution if they find an existing ad-hoc platform like a spreadsheet to
be time-consuming or inadequate for their existing needs.

The best CRM platforms will enhance client interactions through a number of tools designed
to fit your company size and needs. Look for a flexible solution that automates key client
transactions and interactions, improves your
customer support services and efficiently Features & Deployment Key
manages your marketing campaigns. For more
information about the variations of CRM solutions Data Mobile
importing accessible
available, check out Business-Software.com’s
range of CRM vendor reports, all of which are Analytics Email
available on our Exclusive Reports page. marketing

Read on to browse the leading CRM systems Email Multichannel

integrations support
and discover which ones will be the best fit for
your company in our Top 40 CRM Software
Comparison report.

SaaS On-premise SaaS and

platform platform on-premise

About Business-Software.com

Business-Software.com is your go-to source for business software reviews, expert advice, in-depth articles and
product white papers to meet all of your software needs. We’re the most comprehensive online resource for buyers
and vendors, catering to more than 300,000 members who trust us to connect them with the right software.

We offer exclusive comparison reports for 80+ business software segments, enabling you to efficiently research
and review highly rated software products. Download our free reports to discover top business solutions for
Accounting, CRM, ERP, CMS, Manufacturing, HR and more.

© 2022, All Rights Reserved. Reproduction Prohibited.

Top 40 CRM Software Comparison

Salesforce Sales Cloud NetSuite CRM+ C2CRM Infor CRM Sage CRM

Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Businesses looking for Companies seeking a Businesses that want a Any size company looking Smaller companies that
a platform that provides solution with integrated solution with advanced for a software solution with would benefit from Outlook
forecasting, analytics and order management. marketing and relationship advanced customization and Exchange integration.
real-time updates. management functionality. capability.

Business size Business size Business size Business size Business size

$$$$ $$$$ $$$ $$$$ $$$

Key Features Key Features Key Features Key Features Key Features

Additional Features Additional Features Additional Features Additional Features Additional Features
• Manage and track • Competitor tracking • Sales management • Standard open APIs & • Relationship
campaigns across • Real-time sales includes all areas under integration options management graphs
multiple channels forecasting relationships • Seamless integration • Customizable graphical
• Securely share files • Quote and order • Sales force automation with back office systems workflow
• Email and calendars management • Customer service tracks • Advanced customization • Create accurate quotes
• Real-time updates on • Commissions post-sales activities capabilities • Quickly execute
contacts and account management • Imports text files marketing campaigns

Select Customers Select Customers Select Customers Select Customers Select Customers
NBCUniversal, Siemens, AMPRO, Oakland Verizon Wireless, Dean Amica Life Insurance, Uni- Panasonic, Armstrong,
Dr. Pepper Snapple, HP Athletics, Document Foods, Wakefield Thermal First, Meridian Bioscience Caber Sure Fit, NYSE
Sciences Solutions Inc

Deployment Deployment Deployment Deployment Deployment

Interested in learning more? Please click here to request additional information.

© 2022, All Rights Reserved. Reproduction Prohibited

Top 40 CRM Software Comparison

TeamSupport, LLC HubSpot CRM Insightly monday.com Zendesk Sell

Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Tech-enabled B2B Companies of any size Any size organization that Cross-functional teams, Companies that are
computer hardware/ that need a solution wants a platform with API small to large, across all looking for a solution to
software, infotech, and with deep marketing capability and social CRM industries. increase real-time sales
telecom companies. integration. functionality. visibility.

Business size Business size Business size Business size Business size

$$ $ $$ $$ $$$$

Key Features Key Features Key Features Key Features Key Features

Additional Features Additional Features
• Built for B2B • Drag-and-drop
• Omnichannel Support communicator
• Native Integrations • Social media integration
• Customer Distress • Email templates,
Index® tracking and scheduling
• In-line image/video • Personalizable views
and filtering
Additional Features
• Task and calendar
managementContact
management
• Opportunity reports
to manage key sales
metrics
• Project management
Additional Features
• 360-degree feedback
• 200+ starter templates
• Apps marketplace
• Collaborative real-time
whiteboard
• Customizable work
forms
Additional Features
• Real-time visibility into
your sales pipeline
• Automatically track
and share your email
communications
• Base Document
Repository access

Select Customers Select Customers Select Customers Select Customers Select Customers
NBA, Comcast, Teladoc Care.com, PennyMac, NY State Assembly, Barnes & Noble,
Fuji Film, American Lung PhaseWare, ShoreTel, Reddit, Centercode, Expensify, Wayfair,
Assoc. WeDo Technologies YepRoc Records Sartorius

Deployment Deployment Deployment Deployment Deployment

Interested in learning more? Please click here to request additional information.

© 2022, All Rights Reserved. Reproduction Prohibited

Top 40 CRM Software Comparison

Commence CRM ClaritySoft SAP Cloud Microsoft Dynamics CRM SalesNexus

for Sales

Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Companies that want Small businesses that Enterprises seeking a Companies in need of a Companies and
a platform with contact would benefit from platform with ecommerce CRM solution with contract organizations that want a
and project management software equipped with functionality and loyalty management capability. platform with a robust API
functionality. free lifetime support. management features. integrated solution.

Business size Business size Business size Business size Business size

$$ $$ $$$ $$$$ $$

Key Features Key Features Key Features Key Features Key Features

Additional Features Additional Features Additional Features Additional Features Additional Features
• E-mail integration • Seamless integration • Marketing resource and • Audit changes to • Capture leads from your
• Lead Scoring with MS Outlook, Gmail brand management business data website
• Pipeline Management and QuickBooks • Campaign management • Role-based access • Marketing automation
• Forecast & Reporting • Data is maintained • Segmentation and list • Measure performance of • Click-to-call using
• Custom Reporting within any private management organizations, business RingCentral or 3CX
• Analytical Reporting database • Real-time offer units, teams and • CRM and email
• Marketing Campaigns management individuals marketing in one system

Select Customers Select Customers Select Customers Select Customers Select Customers
Weight Watchers, NRA, Berkshire Hathaway, Bentley Systems, BOA Delta Air Lines, Hitachi Better Business Bureau,
Maryland General Ovation Brands, Clareon Group, Proseed, Rieber Solutions America, ING Community Coffee,
Assembly Bank, Pandora, PGA Tour LoanDepot

Deployment Deployment Deployment Deployment Deployment

Interested in learning more? Please click here to request additional information.

© 2022, All Rights Reserved. Reproduction Prohibited

Top 40 CRM Software Comparison

Prophet CRM GoldMine CRM Maximizer CRM Keap Act! Premium

Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Any size company Companies seeking a Companies needing a Small businesses that Organizations that are
looking for a platform CRM solution they can personalized platform that are in need of software seeking solutions with
with advanced user ‘Own’. can be easily set up to fit that provides customer easy-to-use marketing
permissions. their workflow. segmentation features. tools.

Business size Business size Business size Business size Business size

$$$ $ $$ $$$$ $

Key Features Key Features Key Features Key Features Key Features

Additional Features Additional Features Additional Features Additional Features Additional Features
• Centralize contact • Automated processes • Account and contact • Lead qualification and • Team calendar view
management for workflow management distribution • Create, send and track
• Sales opportunity • Real-time dashboards • Sales force automation • Sales and conversion campaigns
tracking • Integrates with • Role-based access reports • Easy-to-use marketing
• Prophet SyncAcross QuickBooks and • Integration with Microsoft • Opportunity and pipeline tools
and DupeDetector Constast Contact Office & Outlook management • Ability to design email
• Business Intelligence • Web forms templates

Select Customers Select Customers Select Customers Select Customers Select Customers
AT&T, Century 21, Cisco, Air Animal Pet Movers, TE Rolex, Radisson, Nestle, Hear and Play, Just A American Health
Dell, Fujitsu, Gateway Financial, Electrolab, WW BBC, Siemens, Raymond Minute LLC, Trainz.com Insurance, Amerifund,
Cannon, Wells Fargo James, Hollis Wealth Buelow Financial Group

Deployment Deployment Deployment Deployment Deployment

Interested in learning more? Please click here to request additional information.

© 2022, All Rights Reserved. Reproduction Prohibited

Top 40 CRM Software Comparison

InfoFlo Pipedrive CampaignerCRM Highrise CRM OnContact CRM 7

Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Small to mid-size Small sized businesses in Organizations that want Companies that are Businesses that are
companies that want a need of a software solution a platform that targets looking for a robust task seeking a software that
platform with social media with automatic email specific customers and management system. has Microsoft Outlook
integration. integration. has advanced reporting. integration capability.

Business size Business size Business size Business size Business size

$ $ $$ $$ $$

Key Features Key Features Key Features Key Features Key Features

Additional Features Additional Features
• Relationship • Intuitive pipeline view
management • Reporting filters
• Collaboration and • Automatic follow-up
sharing tools functionality
• Leads and opportunities • Track reasons for
management winning/losing a sale
• Role-based permissions
Additional Features
• Smart email builder
• Customize entire email
• Automatically formats
content
• Resize and edit images
• Tracking and results
Additional Features
• Easily track deals,
proposals and leads
• Simple permissions
tools
• View and track each
contact on his/her own
page
Additional Features
• Improve sales efficiency
• Marketing automation
• Streamline customer
service
• Links to social networks
• Powerful analytics

Select Customers Select Customers Select Customers Select Customers Select Customers
Alliant Capital LLC, FHD The Brigade Inc, John Hancock Financial, Cubit Planning, Lead Prudential, Protective,
Inc, Pinpoint Profiles LLC Subledger, Iterable Northpak Container, Graffiti, Wood Holmes, CBC, Carfax, Biotek
Aethon, MSA Problem, Adverplans Inc

Deployment Deployment Deployment Deployment Deployment

Interested in learning more? Please click here to request additional information.

© 2022, All Rights Reserved. Reproduction Prohibited

Top 40 CRM Software Comparison
Oracle CRM
On Demand
Ideal for:
Companies of any size
that are seeking a solution
with price management
capabilities.
Business size
$$$$
Key Features
Additional Features
• Agreement
management
• Audit trail
• Billing management
• Call center optimization
• Credit management
• Customer acquisition
Select Customers
Alphawest, Equifax, NKK
Switches, Verigy
Deployment
BlueCamroo
Ideal for:
Small to mid-size
organizations seeking
tools to increase customer
relations.
Business size
$$
Key Features
Additional Features
• Customer and account
data
• Management tools
• Mobile support
• Community building
• Customer satisfaction
measurement
Select Customers
Contact vendor for case
studies
Deployment
Interested in learning more? Please click here to request additional information.
LeadMaster
Ideal for:
Companies with on-the-go
teams that benefit from
mobile CRM features.
Business size
$$
Key Features
Additional Features
• Email and drip
marketing
• Lead nurturing
• Market segmentation
• ROI analysis
• Analytics and
forecasting
Select Customers
BIO-key International,
Channel Tools, Nebraska
Christian College
Deployment
Pipeliner CRM
Ideal for:
Organizations that need
a solution that integrates
with Dropbox, MailChimp,
Marketo and more.
Business size
$$$
Key Features
Additional Features
• Lead generation and
management
• Opportunity tracking
• Calendar integrates with
Google and Outlook
calendars
Select Customers
Hunt Big Sales, Tensator,
Quest RMG, Juniper
Systems, Tiger Coatings
Deployment
© 2022, All Rights Reserved. Reproduction Prohibited
Nutshell
Ideal for:
Outbound sales teams
that need contact and lead
management in an easy-
to-use package.
Business size
$$
Key Features
Additional Features
• Team collaboration tools
• Email and mobile
notifications
• Real-time event feed
and detailed reports
• Track leads and sales
Select Customers
Human Element,
Silverbull, Caffe Umbria,
Bloomerang, SkySpecs
Deployment
Top 40 CRM Software Comparison

Aptean Pivotal CRM Creatio WORK[etc] Soffront CRM SugarCRM

Ideal for: Ideal for: Ideal for: Ideal for: Ideal for:
Organizations that are Companies that are Small to mid-sized Enabling companies to Any size company in need
looking for a platform to looking for a software that companies in search of a utilize advanced features of a software solution that
integrate with back-office provides lead and case platforn with an open API without requiring script- or forecasts and tracks sales
and enterprise systems. manangement functions. that captures sales leads. code-writing experience. trends.

Business size Business size Business size Business size Business size

$$$$ $$ $$$ $$$ $$$

Key Features Key Features Key Features Key Features Key Features

Additional Features Additional Features Additional Features Additional Features Additional Features
• Leverages metadata- • Opportunity and pipeline • Email marketing • Marketing automation • Campaign wizard
driven architecture management campaigns • Employee support • Email marketing
• Access to a library of • Orders and invoices • Customer lifecycle • Back-office support • Web-to-lead forms
• industry applications • Field sales management management • Project management • Lead management
• Stores relevant • Sales forecasting • Lead management and and defect tracking • Case management
information in a single • Project management sales pipeline • Sales automation • Inbound email
database • Service catalog • Contact management • Knowledge base

Select Customers Select Customers Select Customers Select Customers Select Customers
Canon, SunTrust, Verizon Heineken, Bayer, Allianz, Contact vendor for case Boeing, Genzyme, Avis, H&R Block, AXA,
Wireless, VMWare, TD Heinz, Pelco by Schneider studies Minnesota Secretary of Coca-Cola Enterprise,
Bank Electric State, SAIC BDO Seidman

Deployment Deployment Deployment Deployment Deployment

Interested in learning more? Please click here to request additional information.

© 2022, All Rights Reserved. Reproduction Prohibited

Top 40 CRM Software Comparison
PipelineDeals CRM
Ideal for:
Any size company seeking
a solution that has a set
of collaboration tools with
data filtering.
Business size
$$
Key Features
Additional Features
• Real-time deal status
updates
• Deal management
• Contact and lead
management
• Customizable activity
tracking
Select Customers
The Shearwater Group
Inc, Concentra, Cloops,
Group ISO
Deployment
Salpo CRM
Ideal for:
Businesses needing a
customizable platform with
third party integrations and
an open API.
Business size
$$
Key Features
Additional Features
• Sales pipeline and
targets
• Business Rules
• Inventory management
• GDPR compliance
• Office 365 and G-Suite
Select Customers
The Growth Hub,
SBS Insurance, NHS,
University of Liverpool
Deployment
Interested in learning more? Please click here to request additional information.
Workbooks CRM
Ideal for:
Small to midsize
companies looking for a
sales force and marketing
automation platform.
Business size
$$
Key Features
Additional Features
• Sales order and supplier
management
• Easy integrations and
an open API
• ISO27001-certified UK
datacenters
Select Customers
Rotary Corporation,
Atlantic Data Security
Deployment
Zoho CRM Nimble
Ideal for: Ideal for:
Organizations that are in Companies of any size
need of a platform that’s wanting a platform that
equipped with permission- aims to unify all disparate
based security. data.
Business size Business size
$$ $
Key Features Key Features
Additional Features Additional Features
• Auto-assign leads with • Contact management
custom rules • Unified communications
• Centralizes accounts, • Activity management
related contacts, and • Social media monitoring
opportunities • Sales and marketing
• Follow up on sales • Third-party integrations
activities
Select Customers Select Customers
Affordable Housing Skyline Boston, SociaLink,
Alliance, JetHub, Viwo Inc
MicroLOGIX, T3 Direct
Deployment Deployment
© 2022, All Rights Reserved. Reproduction Prohibited
Best CRM Ranked By Category

Category Winners Runner Up

Best Claritysoft Zoho CRM

Small Business

Creatio Sage CRM

Best

Medium Business

Best Salesforce HubSpot CRM

Large Enterprise

Keap Workbooks CRM

Best

Marketing
Automation

Best Freshdesk TeamSupport

Customer Service

Salesforce Sugar CRM

Best
Sales Force
Automation

Best Hubspot Freshsales

Open Source
CRM

Salesforce NetSuite
Best
Cloud/SaaS

© 2022. All Rights Reserved. Reproduction Prohibited.