VIEWS ON CRM LEADERS’ PRODUCTS

The Summer 2016 CRM Grid Report crunched the numbers from hundreds of G2 Crowd user-generated reviews. These seven CRM vendors were deemed to be leaders, based on their customer service and market presence.

Salesforce

With thousands of apps for small, medium and large enterprises, Salesforce lets you track leads and sales opportunities from a customizable dashboard. Access reports, receive insights in your email inbox and store information in the cloud.

Features

Four pricing plans — Starter, Professional, Enterprise, Unlimited — help you monitor marketing campaigns regardless of the size of your business. There’s a heap of customer service support options, too, including a training catalog.

Reviews

“Salesforce puts all of your marketing needs in one easy place,” said one user, while another said Salesforce “requires too many add-ons to be efficient.”

HubSpot CRM

With HubSpot CRM, streamline business processes and create in-depth campaigns that target customer segments. From automatic activity logging to customized dashboards, HubSpot makes marketing less of a chore.

Features

View previous communications with customers in one place and send personalized email templates that improve your response rates.

Reviews

“Their customer service is fantastic,” explained one reviewer. “Not bad, but there are some gaps,” said another.

Pipedrive

Designed for sales professionals, Pipedrive takes CRM to the next level, letting you manage and monitor various sales pipelines. Features include a clean, simplified dashboard.

Features

Pipeline comes with a simple pricing structure: You pay $12 per user, per month. There are no contracts or account limits, and there’s even a 30-day free trial.

Reviews

“Takes a long time to load,” noted one administrator who works for a health and wellness company. “Once we all got the hang of how it worked, we realized the benefits of the ‘notes’ section and ‘assigning tasks’.”

Nimble

A CRM and social media solution in one, Nimble lets you track Facebook, Twitter and Instagram followers. Boost social signals for better search engine optimization and generate new social media-savvy leads.

Features

Improve the visibility of your business across social media with real-time insights and reports. You can monitor customer interactions, too.

Reviews

“Nimble’s ability to simply fit a person’s needs at CRM is its strength,” stated one user. A hospitality consultant wanted more features: “I would like to see options for including more metrics and statistical data.”

Salesnet

Turbocharge your marketing with sales automation and forecast tools for engaging with leads and existing customers. Support options include tutorial videos and FAQs.

Features

The Georgia-based software company offers a risk-free trial, user-friendly dashboard and a wealth of customization options.

Reviews

“Salesnet is incredibly versatile allowing for any type of report or dashboard to be created,” explained one reviewer. “I would like to see a mobile app so smartphones and tablets can access information more easily,” said another.

Zoho CRM

Manage your marketing campaigns, control your inventory and engage with prospects with reliable CRM software from Zoho.

Features

Zoho’s app for iOS and Android devices lets you connect with customers when you’re on the go. Schedule push notifications for important tasks and events.

Reviews

An executive sponsor in the education management industry said Zoho was a “good starter CRM” that offered two-tier security and good performance. “When searching for contacts, there is no auto-populate feature,” noted a real estate administrator.

Pipeline Deals

Pipeline Deals enables you to track leads, integrate emails and drive engagement with a click of a button. Get in-depth sales reporting, Google and Outlook integration and top-notch customer support.

Features

Two pricing plans — Standard and Accelerator — let you access CRM data on your desktop or mobile device.

Reviews

“Keeping track of payments has become 100 percent easier since we signed up for Pipeline back in 2010,” said one satisfied customer. Not everyone thought the same: “They still need to learn a lot in customer service,” said another user.