CRM Products

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CRM Software

The complete list of the features for Salesforce Sales Cloud, Zoho CRM, Odoo CRM, Microsoft Dynamics 365 for Sales, Act! Growth Suite and 15 other CRM software have been provided below. Some of the most common features include analytics reporting, integration with third-party applications, and having a companion mobile app.

1. Salesforce Sales Cloud

Salesforce’s main CRM software for sales function is the Sales Cloud. Its features include contact management, opportunity management, lead management, analytics (reports and dashboards), mobile app (salesforce mobile), email integration, sales forecasting, workflow and approvals, files sync and share, and data management. Sales Cloud’s latest version includes new features such as sales enhancements, campaign insights, pricing guidance, activity metrics, customizable product schedules, and macro enhancements.

2. Zoho CRM

Zoho’s basic CRM software is suitable for businesses of all sizes. Its features include multichannel (phone, email, social media, and live chat), artificial intelligence (Zia voice and other automation), performance and analytics, customization, process management, sales automation, pipeline management, team collaboration, marketing automation, security, developers tools, and mobile app. Zoho CRM software is also integrated with third-party applications such as Google Drive, DocuSign, MailChimp, and others.

3. Odoo CRM

Odoo CRM is one of the open source apps provided by the company. Its features include intuitive user interface, mobile app, automated leads generations, large screen view, leads nurturing, lead scoring, leads importing, online leads acquisition, GeoIP detection, live chat, deduplication, rules assignation, call-to-actions, URL trackers, activities and calls management, pipeline management, customizable stages, meetings scheduling, planning of next actions, 360° visibility, calls logging, opportunities lost analysis, revised configuration options, address book, customer preferences, multi-address, full history of activities, VoIP, emails templates, custom alerts, email gateways, dashboard, opportunities analysis, cohort analysis, leads analysis, and CRM dashboard. Odoo CRM software is also integrated with other Odoo apps and third-party apps such as Google Docs.

4. Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales is one of the two CRM software offered by the Dynamics 365 brand. Its features (capabilities) include lead and opportunity scoring, prospects connecting, tailored engagement, optimize email engagement, relationships tracking, integration with LinkedIn Sales Navigator, Microsoft Teams, and other Microsoft software, interactive organization charts, personalized content, simplified data entry, sales playbooks, contextual guidance during the sales cycle, mobile app, partner relationship management, interactive dashboards and reports, interactive help and documentation, team-based sales contests, no-code visual editors and tools, process automation, cloud platform, and unified data across marketing, sales, and service. Additional features could be added by installing pre-built sales solutions from Microsoft and its partners such as InsideView Insights, PowerDialer for Dynamics, Adobe Sign for Microsoft Dynamics 365, and others.

5. Act! Growth Suite

Act! Growth Suite is a CRM and marketing automation software provided by Act!. Its features include customer management, easy import tool, activity tracking and alerts, custom tables, campaign management, landing pages, lead management, CRM workflow, response metrics, opportunity tracking, sales process automation, sales pipeline management, in-context KPIs, Act! Insight dashboard, custom dashboards, pre-configured reports, custom reports, Act! Companion mobile app, and Act! Connect marketplace. Act! Growth Suite is targeted at small and mid-sized businesses.

6. HubSpot CRM

HubSpot CRM is a free CRM software provided by the company. Its features include visual dashboard, customer interactions tracking, contact organization, live chat, team email, chatbots, personalized emails, email templates, real-time notifications, automated contact records populating, phone calls and logging, and meetings booking. HubSpot CRM is targeted at small businesses.

7. Agile CRM

Agile CRM is an all-in-one software that includes sales, marketing, and service features. Its sales features include 360° contact, timeline management, calendar, events tracking, deals tracking, documents attachment, project management, reporting, telephony, lead scoring, appointment scheduling, gamification, auto dialer, and lead prospector. Agile CRM’s marketing features include marketing automation, web engagement, email marketing, email tracking, social marketing, analytics, mobile marketing, exit-intent popups, landing page builder, and push notifications. The service features include helpdesk, ticketing, grouping, smart views, service level agreements, smart workflows, ticket labeling, canned responses, recommendations, reports, and integrations with telephony, billing, social media, and other widgets.

8. Pipedrive

Pipedrive is a sales CRM and pipeline management software. Its features include pipeline management, email integration, activity reminder emails, mobile notifications, alerts, sales reporting, sales forecasting, mobile app, fully customizable, product catalog, web forms, full encryption, supports over ten languages, and handles every major currency. Pipedrive is also integrated with Google apps and 100 other third-party software.

9. SAP Sales Cloud

SAP’s CRM software for sales function is the Sales Cloud. Its features include sales automation, forecast optimization, real-time lead management, pipeline management, revenue forecasting, insight-driven deal closings, automated pricing and discounting, real-time contracts negotiation, product configuration, mobile app, sales performance management, prescriptive analytics, commission management, sales territories alignment, plan implementation, real-time sales updates, billing and revenue management, order lifecycle management, order fulfillment, augmented intelligence, prescriptive planning, automatic outlier detection, personalized recommendations, and machine learning capabilities. The Sales Cloud is one of the five cloud solutions in the SAP C/4HANA suite.

10. Insightly CRM

Insightly CRM is used by 25,000 companies. Its features include records linking, lead routing, workflow automation, email tracking, projects and delivery tracking, custom applications, datasets capturing and management, dashboards and reports, mobile app, single-sign-on authentication, two-factor authentication, and encryption of data. Insightly CRM is also integrated with Dropbox, Xero, Gmail, and other third-party apps.

11. Oracle CX Sales

Oracle’ CRM software is called CX Sales. Its features (solutions) include customer data management, artificial intelligence, sales performance management, CX mobile app, lead-to-contract tools, mobile commission app, SaaS customization, sales planning, partner relationship management, service foundation, and integrations with standards-based API. Oracle CX Sales can be used in industries such as communications, consumer goods, financial services, and high tech and manufacturing.

12. Infusionsoft by Keap

Infusionsoft by Keap is a CRM and marketing automation software for small businesses. Its CRM-specific features include automated lead capturing, customizable landing pages, web forms, mobile app, list importing, connection to Keap’s API, customizable contact records, Email Syncing, lead-scoring, and client info tracking. Other features provided by Infusionsoft by Keap are marketing automation, sales pipeline tracking, online sales management, payments management, analytics, and integrations with third-party tools.

13. Apptivo CRM

Apptivo CRM is one of the online business solutions offered by the company. Its features include web-to-lead form for lead capturing, automated lead capturing via email, CSV import, manual data entry, customized layout of apps, custom fields protection, customized searches, custom views, lead conversion, customer contacting, opportunity conversion, performance dashboard, win/loss analysis, sales planning app, territory management app, and all-in-one mobile app. Apptivo CRM is also integrated with G Suite, Office 365, Slack, and other third-party tools.

14. SugarCRM

SugarCRM has added marketing automation features after its acquisition of Salesfusion. Its features include quote management systems, dashboards and reports, sales forecasting, lead routing, customization and configuration, mobile app, campaign management, multilingual and multicurrency support, project management, security based on teams and roles, case management, bug tracking, customer self-service portal, knowledge base management, email and calendar integration, sales lead management, activity streams, and search, filters and tagging. SugarCRM is also integrated with social media services and G Suite.

15. vCita Client Management

vCita Client Management is the CRM software offered by the company. Its features include centralized online contacts hub, clients’ history management, mobile app, real-time collaboration, client’s self-service portal, automated meeting reminders, and custom follow-ups. vCita Client Management can also be integrated with the company’s scheduling, billing and invoicing, client portal, and marketing software.

16. SuiteCRM

SuiteCRM is an open source CRM solution that includes sales, marketing, and service features. Its sales features include leads management, accounts and contacts management, opportunities management, workflow automation, and Sales reporting. SuiteCRM’s marketing features include leads generation, leads nurturing, marketing automation, and third-party integrations. The service features include customers’ interaction management, customer self-service portal, template responses, and feedback tracking. Other general features offered by SuiteCRM include bugs module, calendar module, calls module, contracts module, emails module, events module, invoices module, knowledge base module, notes module, PDF templates module, products module, projects module, quotes module, target lists module, responsive layout, languages, customizable front page, customizable menu, developer tools, desktop notifications, advanced search, role management, password management, security suite group management, and add-ons manager.

17. Sage CRM

Sage CRM is an integrated CRM solution that includes sales, marketing, and service features. Its sales features include management dashboards, sales KPIs and metrics tracking, quick quotes and orders generation, opportunity conversion, quick sale workflow, reporting, territory management, sales dashboards, sales proposals generation, sales forecasting, and mobile app. The software’s marketing features include MailChimp support, Email marketing, automated marketing, actionable reports, and surveys generation. Service features provided by Sage CRM includes customer service case management, knowledge base management, customers self-service portal, and custom reports.

18. Salesboom CRM Cloud Sales

Salesboom CRM Cloud Sales focuses on the sales function of CRM. Its features include sales force automation, lead management, contact management, account management, opportunity management, quote management, quote to cash, product database, contract management, sales and marketing forecasting, commissions tracking and compensation, zip code proximity search, territory management, real-time alerts, emailing, document management workflow with approvals & eSignature, artificial intelligence, chatbots, intelligent call lists, automated follow-up, texting, click-to-dial, drip campaigns, reporting, dashboards & analytics, and mobile sales app. Salesboom CRM Cloud Sales can also be integrated with QuickBooks, Shopify, Outlook 365, and other third-party tools.

19. Zendesk Sell

CRM software Base has been renamed to Zendesk Sell. Its features include intuitive user interface, full-funnel analytics, leads and opportunities prioritization, customer relationships management, mobile sales app, marketing automation, and data points tracking. Zendesk Sell can also be integrated with Slack, Dropbox, Google Suite, and other third-party tools.

20. Bpm'online CRM

Bpm'online CRM is one of the two main products offered by the company. Its features include 360° customer view, business process management, collaboration tools, lead management, opportunity management, document flow automation, mobile app, analytics, contact center, case management, service catalog, and knowledge management. Bpm'online CRM is targeted at mid-sized and large enterprises.

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