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What is Online CRM Software?

You can use online CRM software to build close bonds with your product’s consumers which can help to boost sales and increase revenue. You can categorize your customers into various groups for reference based on their priorities, opinions, buying patterns, purchase records, social media interactions and other criteria. Show moreAnother benefit is you can engage your customers on channels such as website, phone, email, and social media networks and get information about them from these interactions. Online CRM software can also help you to communicate with potential customers, build a sales funnel, and carry out loyalty campaigns. Our review team currently rates HubSpot CRM as the best app in this category. Show less

How was this ranking made?

In order to prepare this list of best Online CRM Software we have researched 446 popular applications currently present on the market, contrasting their features, ease-of-use, customer service, possible integrations and mobile device support with our patented SmartScoreTM rating system. This ranking has been developed by Nestor Gilbert, our B2B authority dedicated to the Online CRM Software category.

List of Top 12 Online CRM Software

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1. HubSpot CRM

Our score: 9.8 User satisfaction: 99%

HubSpot CRM is the winner of our 2019 Best CRM Award. It has a free CRM platform that offers a powerful set of tools to engage customers and manage CRM-related operations. HubSpot takes care of all customer engagement channels from website traffic to landline calls. It is easy to use and it can integrate with other business systems as well.

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2. Freshsales

Our score: 9.7 User satisfaction: 95%

A winner of our Great User Experience Award for 2019, this CRM platform was designed to enable high-velocity teams to keep track of contacts and resolve issues. It is best known for its ease of use and the comprehensiveness of its features. You can use it for CRM via different channels from emails to phone calls.

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3. NetSuite CRM

Our score: 9.5 User satisfaction: 100%

A robust CRM solution that boasts of providing companies with a complete 360-degree view of their customers. Equipped with email marketing, compensation management, and more, this gives you a central hub for customer information, knowledge base resources, and team management.

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4. Pipedrive

Our score: 9.4 User satisfaction: 100%

Pipedrive is the winner of our Expert's Choice Award. It is a personal sales manager for small, medium-sized, and large businesses that lets you close more deals and improve sales. Built by both salespeople and web developers, it is a practical easy-to-use tool that people with varying tech-savviness can instantly use.

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5. monday.com CRM

Our score: 8.5 User satisfaction:

An industry-leading collaboration and communication app for on-site and remote work teams. This software offers a collaboration-first interface that allows users to build Boards with a wide variety of powerful columns. With this flexibility, the software allows teams to handle any type of project.

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6. vcita

Our score: 8.8 User satisfaction: 100%

A multi-featured customer service and business management software for service providers and professionals such as consultants, accountants, lawyers, and others. This solution utilizes essential tools to manage everyday tasks such as calendar and online scheduling, email and SMS marketing, client portal and management, lead generation, and billing and invoicing.

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7. Pipeliner

Our score: 9.1 User satisfaction: 100%

A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard.

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8. Avochato

Our score: 8.8 User satisfaction: 97%

An SMS and phone-centric communications platform that provides omnichannel CRM, sales, marketing, and support capabilities. Its comprehensive feature set includes a website chat widget, textable landlines, contact management, scheduled texts, broadcasts, and more. Avochato’s unique specialized offering can round out your marketing and sales efforts.

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9. Zengine by WizeHive

Our score: 8.8 User satisfaction: 98%

A CRM-centric grant management software that helps organizations in education, research institutes, and non-profits manage process lifecycles involving grants, fellowships, and awards among others. It features more than a thousand integrations, robust reporting, and a powerful built-in CRM module. These make it a go-to solution for cause-based organizations.

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10. Method:CRM

Our score: 8.8 User satisfaction: 99%

A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.

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11. Pink CRM

Our score: 8.0 User satisfaction: 100%

A simple, affordable and futuristic CRM solution which automates sales processes, creates efficient customer interactions, and enhances staff management.

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12. PipelineDeals

Our score: 9.2 User satisfaction: 97%

PipelineDeals is a simple CRM software built for sales teams in small and medium businesses operating in a wide range of industries. It has a variety of sales features, automation, and customer engagement tools that help you boost sales and improve the efficiency of your business.

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Similar Categories:

In the event you didn't find just the solution you were looking for here's a list of various categories similar to Online CRM Software that you might want to browse through:

Online CRM Software Guide

Table of contents

A large portion of a company’s success depends on adequate communication, which ought to involve multiple people from both sides, and a variety of methods united under the acronym Customer Relationship Management. CRM programs are critical providers of invaluable information for the sales department, supposed to provide an advanced level of customer service experience. Therefore, a good CRM is the core of current and prospective interaction and a storage database of practices and experiences that can be accessed by any member of the team at all times. Online CRM tools cover front-end contacts, back-office operations, and all business relationships, which imposes the need to use one even when business is doing just fine. But how to do educated comparisons to choose the best online CRM tools for small business and enterprises? This guide will help you make that decision:

Get to know each product with free trial

The best way to go is to sign up for at least a few free trials or demo and basic unpaid plans offered by popular online CRM software providers. With that method you will have the opportunity to test the important elements and you will get a good comparison of the capabilities of each app. The best thing to do is to try the list of tools that currently have the highest SmartScore rankings and Customer Satisfaction Rating in our online CRM software reviews to check the best online CRM software for your company: Insightly reviews, Salesforce IQ, Teamgate, InStream, and Mothernode CRM.

Targeted Businesses

Online CRM software tools are invaluable both to market newcomers and established and reputable businesses that need a fast and automated way to manage their customers. Therefore, you would qualify as a potential buyer of these products in every of the following cases:

  • Small Businesses. Small businesses may have as much as 10 clients to take care of, but those 10 clients are vital to the company and everything depends on them. Even if contacting them every day, customer teams are not expected to know every detail about them, and that’s where online CRMs become the handiest tools available.
  • Medium Businesses. Medium businesses, on their behalf, are growing and attracting more customers every day, but have less and less time to deal with each one separately. With infrequent phone calls and curt emails, the only affordable way to stay on track and deliver service on time is to use an online CRM which gathers and analyzes information.
  • Large Businesses. There is no doubt that large enterprises benefit from online CRMs, because with more than 100 employees and thousands of customers to attend, there is almost no way to keep everybody satisfied. What a large enterprise needs is a system that can target even most specific business needs, and attend every customer as if he was the only one to serve. That’s exactly what online CRM systems do.

What are Examples of Online CRM Software?

  • Insightly: A great CRM for small businesses with pre-developed structure for multi-level companies. It provides detailed business visibility, and facilitates collaboration and customer communication.
  • Zoho CRM: An outstanding member of the Zoho productivity suite designed to attract customers and to grow your business. It is well integrated with other Zoho products and popular third-party applications, and can respond to the needs of business of all scales and industries.
  • Salesforce IQ: A well-known CRM solution that takes care of all meaningful customer-related activities, and identifies most promising deals. It has a variety of advanced features, and it is highly customizable.
  • Base CRM: An outstanding CRM that analyses and stores customer information, allowing you to improve business relationships and to evaluate your employees’ potential.
  • Teamgate: One of the top cloud-based CRMs for making strategic sales decisions. It measures accomplishments versus goals, and comes with an incredible set of reporting features.

Types of Online CRM Software

One of the things that makes choosing online CRM software so difficult is the variety of programs that can be used for the purpose. They range all the way from basic tool suites to ultra costly and accurate programs. Features can also be categorization criteria, as certain programs do nothing but keep customer records, while others are more robust and they allow users to report and discover trends, and even do some custom branding. The basic division criterion is deployment, depending on which you can choose between:

  • Software-as-a-service (SaaS) online CRM systems. These are usually paid per month, and are hosted on the vendor’s server. The business owner is not responsible for installation, updating, and maintenance.
  • Cloud-based CRM platforms. Most of these offer free basic plans, while some are completely open source and all of their features can be used for free. They qualify as the most affordable ones due to their universal access and the fact that the client doesn’t need to update them or to pay for maintenance.
  • Specialty CRM solutions. Apart from the delivery method, online CRM tools can be categorized according to their purpose. This is indicated by the proliferation of CRM platforms designed specifically for nonprofits, the real estate industry, and similar.

Key Features of Online CRM Software

These are the basic features you should expect from your next online CRM platform:

  • Order Histories. As we already said, one of the strongest sides of every CRM is that they save information. Order histories are an invaluable solution for customers wishing to follow their purchase, but also for the company that gets to understand their buying patterns, and to focus on fruitful selling strategies.
  • Integration. Your online CRM has to be compatible with the software infrastructure already in place, in particular such that is related to monitoring of customer behavior. Needless to say, it should support standard document formats, and to be intuitive to the extent that even tech-savvy uses can skip a learning curve.
  • Mobile Friendliness. Mobile devices are the norm of many businesses nowadays, meaning that a large portion of the CRM target audience expects to complete tasks on their phones or tablets. Being an information-access system, an ideal CRM will boost productivity right because it can be used on multiple devices.
  • Stability and Professional Support. To be absolutely frank, good CRMs are not cheap, which makes 24/7 assistance the least we can expect of them. There must be a knowledgeable team to help us ‘sail’ through implementation, and to help us deal with every issue so that we won’t jump on another platform soon. The best way to find a CRM like this is to look at ones that have been on the market for quite a while.
  • Abundance of Sales and Contact Management Features. CRMs are very different in terms of sales/management features, but there are few each CRM should be in possession of: Contact management; Sales Team management; Opportunity management; Lead management; Reports; Dashboards; Customizable layouts; Sales Analytics; Sales Forecasting and Automation; Mobile apps & alerts; Email integration (Outlook and Google in particular); Territory management; Orders & approvals; File storage; File syncing/sharing; Performance management; Marketing automation; Chat integration, etc.
  • Calendar and alerts. Essential to a business is the keeping of appointments or deadlines. That is why an online CRM platform includes a calendar, which helps users keep track of meetings with clients or due dates of deliveries. Further, the calendar connects with the alert feature of the solution. This way, users receive notifications when an important activity is coming up so they can be ready for it.

Benefits of Online CRM Software

We live in a mobile age, where full control capacity from every location means the world to our business. Want it or not, we are expected to manage business using latest trends and advanced technologies, so that we could focus on proper efficiency incentives, and to make the appropriate decisions for our sales and marketing. This is what online CRM can do for us:

  • Centralized data storage in a secure and available location. Isn’t that the mere definition of being organized? There are multiple advantages to having cloud-based data storage, availability from all locations and devices being the principal one. When you run a large team, access is simply a top notch priority. But there is more to online CRM than just summarizing data: the system is supposed to encrypt it and to store it safely, so that customers would be peaceful knowing that not even you have full access to their data.
  • Enhanced relationships and generation of quality leads on a budget. Online CRMs are easy means for customer retention, which becomes equally important as customer attraction once your business has made headway. Retention rates grow as you peak deeper into what your customers want or need, and use this information for prospective marketing endeavors. The usual result is that you discover the perfect marketing strategy, without having to experiment with once that can actually harm your marketing budget. Your current customers, on the other hand, will be satisfied from the improved level of communication, because each and every time you open your CRM, you will find out a new way to respond to their needs. As a result, you will start treating them better; develop solutions based on their expectations, and increase business revenue based on this information.
  • Identification of the hotspots of business performance. Be it because customers trust you, or because you manage time in an appropriate manner, you will be able to focus on the right issues, rewarding achievers and eliminating weaknesses wherever you spot them. Effectiveness will be out of discussion, because automating manual processes will leave no room for human error, and the only duplicate work you will be expected to do is the one you believe is the most profitable one.
  • Valuing the importance of each business relationship separately. When you start prioritizing resources properly, you intuitively become protective towards most profitable accounts, and make well-informed decisions on how to make the most from your business opportunities. In fact, you get to focus on a specific consumer group you believe expresses genuine interest in your products/services.
  • Automation of tasks. Modern online CRM software are now equipped with better automation capabilities. As a result, users can systematize their work processes and let once manual tasks occur with little to no human intervention. This allows them to focus on other tasks at hand, such as interacting with customers to increase sales.

Expanding role of AI: Artificial intelligence is being infused more and more into online CRM software. In fact, a survey reports that companies are increasing their AI use cases by 257% in the following 24 months. Areas that are likely to evolve due to that are automation, communication, and analytics.

CRM continues to be social: Buyers’ perceptions regarding a product, service, or brand is heavily influenced by what they see on social media, particularly when it is from their peers. That is why online CRM solutions now include social tools to allow sales representatives to increase the company’s social network presence. On top of that, it lets customer service agents mitigate the effects of negative reviews.

Companies want more flexibility: When a vendor launched an open-source CRM platform, they changed the landscape of the niche. Because then organizations realized that they can customize their online CRM software to fit exactly their needs. As such, CRM solution developers make a more concentrated effort to enable users to configure the interface and its tools to their requirements.

Mobile CRM tools are here to stay: Sales agents are a busy bunch and they need a mobile solution to help them close deals and complete other tasks even when they are out of the office.

Potential Issues

Complex system of tools: CRM has many facets and there are as many types of online CRM solutions. That is why it is possible to have overlapping software especially when it comes to customer service and support, lead and sales management, and marketing automation. This can create a complex system and rather than ease your workflow will give you an additional headache. To remedy or to avoid that, you have to determine what kind of CRM you need to do. Afterward, you can research on possible software solutions that meet most of your needs to reduce the number of tools you have to implement and use.

Cloud storage. Customer and vendor information can take up a lot of storage. One of the drivers of the cost of online CRM platforms is actually because of that. If yours is a burgeoning business, you have to be ready to spend more to expand your data storage to accommodate the information you amass.

Employee adoption. No matter how good an online CRM software purportedly is, you cannot leverage it if your employees refuse to utilize it. This can happen when you select a platform that is not user-friendly. Apart from that, they may not adopt the solution if they have little knowledge of it. Thus, you also have to invest in training to ensure high ROI.

List of Online CRM Software Companies

Order by:

Newest
  • Newest
  • Score
  • User Score
Product name:
Category:
Smart Score:
Price:
User Satisf.
User reviews:
CRM Creatio reviews

CRM Creatio

Online CRM Software
9.3
$25
96%
Simply CRM reviews

Simply CRM

Online CRM Software
8.0
€22
92%
SalesHud reviews

SalesHud

Online CRM Software
8.0
$30
89%
Onpipeline reviews

Onpipeline

Online CRM Software
8.2
$35
93%
Pink CRM reviews

Pink CRM

Online CRM Software
8.0
$9
100%
Shape Legal reviews

Shape Legal

Online CRM Software
8.5
$79.95
98%
Zendesk Sell reviews

Zendesk Sell

Online CRM Software
9.2
$19
98%
Copper reviews

Copper

Online CRM Software
9.2
$19
-
Nutshell CRM reviews

Nutshell CRM

Online CRM Software
9.4
$19
96%
EngageBay reviews

EngageBay

Online CRM Software
8.9
Free
100%
BigSIS reviews

BigSIS

Online CRM Software
8.0
$199
-
monday.com CRM reviews

monday.com CRM

Online CRM Software
8.5
$39
99%
Scoro reviews

Scoro

Online CRM Software
8.8
$26
100%
WakeUpSales reviews

WakeUpSales

Online CRM Software
8.0
$9
100%
NetHunt CRM reviews

NetHunt CRM

Online CRM Software
8.4
$24
95%

Things to consider when you invest in a SaaS

Picking a suitable SaaS solution from the numerous good quality systems out there can be a complex task. To help you, we have created this quick primer. Find out if the SaaS provider offers the following advantages:

Reduced Cost: Most SaaS apps are pay as you go, and you don’t need to worry about additional investments for software maintenance or IT resources, upfront licensing fees, or in-house IT staff.

Fast Set-up Time and Minimized Risk: You should be able to implement the SaaS software quickly and easily. Make use of the free trial to learn if the platform fits your needs. If you select a wrong program, you can bail out easily with minimum losses.

Customization and Integration: Choose a vendor that offers a wide range of software packages and modules. You should be able to pay only for the features you use to meet the current needs of your business.

Security and Control: The solution should offer robust security. Pick a provider whose databanks are more secure than those in your office to maximize the advantages.

The Infrastructure: The vendor should offer the needed infrastructure so that you need not host anything in-house or require the assistance of internal IT resources.

Web Access: Your employees should be able to access data anywhere, anytime. To help them be productive on the go, choose a provider that offers mobile apps that are compatible with leading operating systems.

Consider all the six important factors mentioned above to select the perfect system for your needs.

Frequently asked questions about Online CRM Software

What is the best online CRM software?

The best online CRM software is HubSpot CRM. It is a free platform that is rich in features and tools. With it, organizations can engage their customers and target audience in different channels. It is also simple and easy to use so users can get acquainted with the functionalities quickly.

Organizations can also appreciate that HubSpot CRM is a Google-certified solution. This means that it works well with the Google suite of applications. On top of that, it can integrate with a wide array of third-party solutions, allowing companies to connect it with their existing and future tech stack additions. This also makes it applicable to a broad range of industries.

What’s more, HubSpot CRM is scalable. This means that businesses can scale up to a paid version of the software once they have become familiar with it or when their requirements change.

What are the benefits of online CRM software?

Online CRM software is designed for small and growing businesses that are looking for robust tools and flexibility. It is also developed to bring together previously disparate CRM processes for a more streamlined workflow.

Economical lead generation. Since an online CRM solution can connect with various marketing channels, it can add leads to the system automatically. Because the process is organic, businesses can reduce their expenses on paid lead generation.

Centralized customer information. Businesses can put their customer data in one place using an online CRM tool. As a result, sales and support representatives can draw up information during interactions anytime to provide the best service and assistance.

Issue identification and mitigation. Do you have concerns with the way your business is operating currently? Online CRM software have reporting and analytics tools that can help you get to an answer. You can produce general reports or go right to the area that you believe is troublesome. By doing either, you can identify issues and resolve them before they hurt your operations further.

Reduced overhead costs. Since it is hosted in the cloud by the vendor, online CRM solutions cost less. That is if you are using a paid version. However, you can also acquire one free, further decreasing your overhead.

What are the features of online CRM software?

Online CRM software has different types depending on their target user and business. Nevertheless, they always have some things in common:

Customer transaction history. Sales representatives can see when the customer first purchased a product or a service and which items they avail of most often.

Customer profiles. This allows users to understand their customers’ needs and wants better. Therefore, they can provide excellent service. Additionally, it enables them to get in touch with customers easily since they can find the contact details on the same window.

Dashboards and reports. Through dashboards, users can see the latest updates on their tasks or activities as soon as they launch the solution. And with reports, they can have a better understanding of the business operations. Thus, they can make improvements where they are needed.

Integrations. Whether native, through APIs, or via Zapier, online CRM applications now support integrations. These allow organizations to push and pull information from other platforms in their sales and marketing tech stack with ease.

What is the easiest online CRM software to use?

There are many online CRM software that market their platforms as user-friendly. However, only a handful live up to that label truly. We have listed three of them below to get you started on your search:

Freshsales. There is a reason why this platform has received accolades for its great user experience. Because it does offer one through its intuitive and easy-to-navigate interface.

Pipedrive. This solution is best for small and growing businesses with its fully mobile-optimized interface. Integrating with Google services like Calendar, Contacts, and Gmail is also a breeze.

CRM Creatio. One reason it is popular among businesses and non-profit organizations is because of its out-of-the-box solutions. They enable users to get started on CRM tasks without scratching their heads over configurations.

 

What is a good free online CRM software?

Just because it is free does not mean it is subpar. These three free online CRM software proves that:

HubSpot CRM. Businesses like to use it because it is free and yet feature-rich. It allows them to get familiar with the concept or the platform and readies them for the next tier.

Freshsales. New and small businesses alike can take advantage of this platform’s free plan. With it, they can have unlimited users to manage leads and sales.

Zoho CRM. This award-winning solution is free for up to 3 users. Despite that, those users can already access the full range of Zoho CRMs functionalities.

Nestor Gilbert

By Nestor Gilbert

Senior writer for FinancesOnline. If he is not writing about the booming SaaS and B2B industry, with special focus on developments in CRM and business intelligence software spaces, he is editing manuscripts for aspiring and veteran authors. He has compiled years of experience editing book titles and writing for popular marketing and technical publications.

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