10 Best Contact Management Software in 2024

Pros

• Affordable, scalable pricing options offering four paid plans, ranging from $14 to $52 per user, monthly
• Robust system customization capabilities
• Lots of automation options, especially with contact management workflows

Cons

• Free plan limited to three users
• Custom data fields are not available until the Standard plan at $14 per user, monthly
• Requires some level of CRM experience to navigate the platform

• You need a free or affordably priced all-around CRM: With free and low-priced plans available for evolving teams, Zoho CRM is one of the most scalable CRM solutions on this list. The free plan supports three users, ideal for startups and one-man businesses. Zoho offers four paid plans, ranging from $14 to $52 per user, monthly.
• You need automation features to manage your contacts: If you need macros to automate updating records and scheduling sales activities, Zoho CRM’s Professional plan at $23 per user, monthly, is the best choice. For growing businesses, the record approval process in the Enterprise plan ($40 per user, per month) ensures that important records are approved by the right people to ensure accountability.

• You are looking for a more intuitive CRM tool: Zoho CRM has advanced artificial intelligence (AI) features, but its interface requires a learning curve because of its robustness and wide customization options. As a result, it does not score well in terms of usability.
  • Alternative: Freshsales offers a user-friendly interface that is sleek and simple, even for beginners. Despite its powerful CRM features and functionality, Freshsales is very easy to use with a minimal learning curve.
• You want a free CRM plan for more than three users: Zoho CRM is indeed feature-rich, but its free plan is limited to three users. This can be a downside if you have a small team that has more than three users.
  • Alternative: HubSpot CRM’s free plan has five users, which fits organizations that don’t want to commit to a CRM subscription yet. EngageBay, on the other hand, offers a free plan for 15 users. If you have 15 users and below, all your team members can test the features as much as you want without spending a dime.

Cost:

• $0 for three users

Key Features:

• Lead and contact management tools
• Document management
• Single pipeline
• Mobile app Manage your deals, task, and contacts; track your sales visits; and share sales insights.

Cost:

• $14 per user

Key Features:

• Everything in the Free plan
• Sales tasks management tools with lead scoring rules and multiple pipelines
• Automation tools covering workflow and email notifications
• Reporting and analytics for desktop and mobile app
• Marketing automation tools with email templates, social profile integration, and authentication

Cost:

• $23 per user

Key Features:

• Everything in the Standard plan
• Sales task assignment tools
• Sales dashboards and custom reports
• Marketing automation tools including Google Ads integration and email relay
• Data validation for removing incorrect information in the system

Cost:

• $40 per user

Key Features:

• Everything in the Professional plan
• Process management tools (e.g., data review process and record approval process)
• Reports and analytics tools (e.g., web form analytics and anomaly detectors)
• Sales management tools, such as data entry wizard, email parsers, and multiple scoring rules
• Territory management
• Zia AI sales assistant

Cost:

• $52 per user

Key Features:

• Everything in the Enterprise plan
• Higher limits on features and functionalities like scoring rules, reports, marketing automations, data enrichment, data storage, and customization options
• Unlimited APIs (application programming interface)
• Native integration of Zoho Analytics

Pros

• Built-in project management capabilities like converting won opportunities to projects across all plans
• Offers a free plan with email templates and custom fields
• Real-time data synchronization with mobile app

Cons

• Complete workflow automation only available in high-priced plans, starting with the Professional plan at $49 per user
• Limited report customizations like scheduling reports and alerts
• Marketing and customer service modules require a separate software product for an additional cost starting at $29 per user, monthly

• You need a CRM with built-in project management and delivery tools: With Insightly CRM’s basic plan (Plus) at $29 per user, monthly, you can move closed or won opportunities to the post-sales process without losing any data, ensuring your team has access to the right information. You can also collaborate with your teams on projects to track milestones and manage processes like lead generation and sales activities.
• You are a real estate professional needing a free CRM: Insightly CRM is a great choice for a real estate CRM because of its configurable profiles for various access levels. Team managers can set different access permissions for their teams based on record types, records, links, and actions. This CRM also has built-in lead management tools like web-to-lead capture and lead assignment and routing.

• You are seeking a CRM with ecommerce tools: While Insightly CRM has robust project management features, it does not have the tools to run an online store. These include inventory management and order processing.
  • Alternatives: Across all HubSpot CRM products, users can collect customer payments via an integrated Stripe account. You can create invoices, quotes, and payment links, as well as update or cancel recurring subscriptions like monthly billing. Moreover, users can add items to the product library for faster quote creation.
• You are looking for an all-in-one CRM with free marketing and service tools: Insightly CRM does not have free integrated marketing and service tools. You’ll need to purchase a separate Insightly product for these tools. For instance, the Marketing software starts with the Plus plan at $99 per month with 2,000 prospects and 100,000 record limit or contacts included.
  • Alternative: EngageBay’s free plan includes tools for managing your sales, marketing, and customer service processes. It also supports up to 15 users.

Cost:

• $0 (up to two users)

Key Features:

• 2,500 contacts
• Five email templates
• 10 daily mass emails
• Two custom fields
• Custom page layouts
• QuickBooks Online, PandaDoc, and Xero integrations
• Access to help center, guide articles, and video tutorials

Cost:

• $29 per user

Key Features:

• 100,000 contacts
• 10GB file storage
• 25,000 records per import
• 2,500 daily mass emails with automated deployments and stored email templates
• Two configurable profiles or page layouts
• Lead, contact, organization, and opportunity management
• Web-to-lead capture
• Kanban view of lead pipeline
• Convert won opportunities to projects
• Automated workflows on projects and CRM processes

Cost:

• $49 per user

Key Features:

• Everything in Plus
• 250,000 contacts
• 100GB file storage
• 50,000 records per import
• 5,000 daily mass emails
• 100 customizable real-time insight cards
• Lead and assignment routing
• Scheduled outbound emails
• Custom queues that auto-generate processes and to-do lists for new leads
• Workflow automation

Cost:

• $99 per user

Key Features:

• Everything in Professional
• Unlimited records
• Unlimited file storage
• 50,000 records per import
• 10,000 daily mass emails
• 200 custom fields
• Unlimited customizable real-time insight cards
• Field-based permissions
• Products, price books, and quotes management

Pros

• Offers free and affordable pricing plans starting at $13.79 per user, monthly
• Has cross-channel communication platforms to engage with contacts like two-way short messaging service (SMS) and emails
• All-in-one sales, marketing, and service tool

Cons

• Has no SMS function
• Offers few customization options for email templates
• Costly proposal management, A/B testing, and trigger-based workflow automation at $59.79 per user, per month (Growth plan)

• You are looking for a free or low-cost online contact management solution: EngageBay offers free plans for sales, marketing, and customer service teams. It also has an all-in-one option that’s ideal for teams with a limited budget for a CRM subscription starting at $13.79 per user, monthly.
• You need a cross-channel communication platform to engage with contacts: EngageBay offers multiple channels to interact with contacts, allowing you to have contextual, meaningful engagement and communication with your customers and prospects. It enables you to automate and send bulk emails, call contacts, use live chat, and integrate social media messengers from within the system.

• You need a user-friendly CRM: While EngageBay is packed with features, recurring reviews about the platform say it’s not intuitive to navigate, especially for beginners.
  • Alternatives: Users who want a CRM that can be used out of the box and is easy to navigate can consider Less Annoying CRM and Freshsales.
• You need a CRM with built-in project management tools: EngageBay does not offer tools for managing projects. Small businesses handling projects like marketing agencies and construction companies may find this CRM not a good fit for them.
  • Alternative: Insightly CRM allows you to collaborate on tasks and projects starting in the basic plan (Plus) at $29 per user, monthly. You can also convert won opportunities into projects to track product and service delivery.

Cost:

• $0 for 15 users

Key Features:

• Contact and deal management
• Task tracking
• Email tracking
• Appointment scheduling
• Predictive lead scoring
• Social suite (social media management)
• Live chat
• Email templates
• Landing pages
• Reports dashboard

Cost:

• $13.79 per user

Key Features:

• Everything in Free with higher limits
• Call credits
• Custom deal milestones
• Canned responses

Cost:

• $59.79 per user

Key Features:

• Everything in Basic with higher limits
• Custom fields
• Call reports
• Email scheduling
• Marketing automation
• Leaderboard
• Multicurrency selector
• Email sequences
• Workflow automation
• Business proposals

Cost:

• $110.39 per user

Key Features:

• Everything in Growth with higher limits
• Proposal and web analytics
• Custom reporting
• Role management
• Call records
• Call scripts
• Conversational inbox
• Goal and milestone tracking
• Account-based marketing
• Phone support

Pros

• Basic plan, Sales Plus, includes sales automation, lead scoring, and AI tool for email content creation at $19 per user, monthly
• Simple interface makes it easy to learn and use
• Includes free account migration services

Cons

• No free plan; only 14-day free trial available
• Sales engagement automation is not available until the Professional tier at $49 per user, monthly
• SMS automation costs extra, starting at $21 per month

• You need CRM tools for automating sales engagement and nurture campaigns: ActiveCampaign offers workflow automation in its basic plan at $19 per user, monthly. Also, the Professional plan ($49 per user, monthly) allows you to automate sales engagement and one-on-one emails. Workflow automation helps reps save plenty of time and focus more on closing deals.
• You want to leverage AI for content generation: All of ActiveCampaign’s plans include AI-powered email content generation tools. These tools help reps build and send personalized and engaging emails at each customer touchpoint.

• You’re looking for free lead engagement tools: ActiveCampaign does not offer a free plan, so its lead engagement tools come at a cost, starting at $19 per user, monthly.
  • Alternative: Freshsales has a free plan for three users that offers an AI chatbot builder. This tool auto-engages website visitors and also books meetings straight from the chat widget.
• You want a CRM system with advanced tools like sales forecasting and bulk email: ActiveCampaign’s Sales CRM includes basic tools for lead, deal, and account management. It does not have tools for sending bulk emails and generating sales forecasts and quotes.
  • Alternatives: HubSpot CRM has a robust free plan that supports five users. It includes advanced CRM features such as conversational bots, email tracking, customizable quotes, and a product library. Pipedrive is another good alternative that offers deal routing indicators, product catalogs, and an AI sales assistant starting at $14 per user, monthly.

Cost:

• $19 per user

Key Features:

• Deal, account, and pipeline management
• Contact migration
• Lead capture forms
• List segmentation
• Lead scoring
• Task management and reporting
• Email integration
• Tracking and reporting for deals, links, events, automations, website, goals, and store performance
• Third-party integrations
• Mobile CRM app

Cost:

• $49 per user

Key Features:

• Everything in Sales Plus
• Automations map
• Win probability
• Sentiment analysis
• Facebook Lead Ads integration
• A/B split tests within an automation

Cost:

• $99 per user

Key Features:

• Everything in Sales Professional
• Custom objects
• Custom reports
• Single sign-on (SSO)
• Uptime Service Level Agreement (SLA)

Pros

• Provides a detailed view of customer activities to track lead activity and engagement performance
• Offers lifecycle stages identification for contacts
• Has a robust in-app caller to easily engage with contacts

Cons

• Two-way email sync not included on free plan until Growth plan for $9 per user, monthly
• Data enrichment is locked in the Enterprise plan at $59 per user, monthly
• Per-user limit on file storage

• You want a detailed activity history shown in your customer contact software: Freshsales’ contact management has an activity timeline feature that provides a chronological view of a customer’s engagement with your business. Users can view audience interactions like their website and email activities and gain complete visibility into their engagement with your brand.
• You want to assess the lifecycle stages of your contacts: Users can set lifecycle stages based on where customers are in their purchasing journey, including prospects, marketing or sales qualified leads, and existing customers. They can customize substages based on their business process to map sales and marketing activities.
• You need a CRM with a robust in-app caller to engage with contacts: Freshsales’ calling features enable users to communicate easily with their contacts. With various functionalities like call transfers, recording, logging, and after-call work, sales teams can easily connect with contacts directly from the CRM system.

• You want affordable data auto-enrichment features: Freshsales offers auto-profile enrichment or enhancing a contact’s profile through publicly available information in the Enterprise plan for $59 per seat. However, it’s not available in its low-tiered plans.
  • Alternative: Pipedrive offers data enrichment through its Smart Contact Data in its Advanced plan for $29 per user, monthly. With Pipedrive, you can also get AI-powered features like Smart AI, smart-app recommendations, and Smart contact data for auto-populating lead profiles and effectively managing leads.
• You need project management tools built into your CRM: Freshsales is excellent for lead and deal management and engaging with customers through various channels, but there’s no built-in project management tool. This can be a downside if your small business frequently creates, handles, and monitors projects, like marketing agencies and construction companies.
  • Alternatives: Insightly CRM offers project management tools across all paid plans, allowing sales teams to collaborate on tasks and opportunities. Zoho CRM also has these features that lets sales teams view the number of projects associated with a contact and monitor their progress throughout the sales pipeline stages.

Cost:

• $0 for three users

Key Features:

• Contact, deal, and account management
• Tasks, appointments, and notes for each contact record
• Customization (rename CRM modules and unique fields)
• Data import, export, and migration
• Built-in phone with inbound caller ID
• Live chat widgets
• AI chatbot builder to auto-engage website visitors and book meetings from chat widget
• Website activity tracking for contacts
• Mobile app for Android and iOS devices
• 24/5 support via phone, live chat, and email

Cost:

• $9 per user

Key Features:

• Everything in Free
• Custom data fields with record tagging
• Product catalog
• 20 automated CRM workflows
• Visual pipeline management with the rotten deal indicator
• File storage (2GB per user)
• Two-way email sync
• Call queue transfer, call recording, and voicemails
• Bot sessions (unique interactions between an end-user and a bot)
• Contact scoring

Cost:

• $39 per user

Key Features:

• Everything in Growth, with higher limits
• Automated workflows allow time-based triggers and sales sequences
• Advanced custom data fields with formulas and lookup field options
• Automated record assignment for contacts, accounts, and deals
• Up to 10 unique sales pipelines
• Sales quota tracking
• Freddy AI For deal insights, automated data deduplication, and next-best action recommendations
• Territory management
• Advanced dashboard with team performance insights, customer satisfaction (CSAT) survey, and agent availability report

Cost:

• $59 per user

Key Features:

• Everything in Pro, with higher limits
• Automated profile enrichment
• Deal teams (create ad-hoc teams to work on specific deals)
• Holiday call routing, call recording opt-in and opt-out, and virtual hold
• Custom CRM modules
• Sales forecasting insights
• Dedicated account manager

Pros

• Free plan for five users
• Includes data and lead management features plus chat, phone, and email communication tools
• Intuitive, easy-to-use interface

Cons

• Free plan limited to up to five contact lists and does not include lead rotation
• Data management customization options like required fields and record layouts require Professional plan at $1,080 per month for five users
• Lead scoring features are expensive at $1,080 per month for five users under the Professional plan

• You need a massive volume of allocation for contacts: HubSpot CRM has an allowance for one million contacts and company records in its database—virtually unlimited. Add new contacts using a prospect’s corporate email address or pull them straight from their inbox or form submissions. The platform automatically creates an associated company record and populates it with revenue, industry, and contact details.
• You need robust marketing automation tools to engage with your contacts: HubSpot CRM is an easy-to-use CRM system, well-acclaimed for its marketing capabilities and direct sales features. It offers a vast library of email templates for users to engage with their contacts. You can easily segregate their contacts based on their industry, job titles, and past activities.

• You need an affordable lead scoring tool: The lead scoring features are helpful in online contact management for qualifying opportunities. Unfortunately, this function is unavailable until the Professional plan at $1,080 per month for five users, which could be expensive for small businesses regardless of bundling or paying for the individual module.
  • Alternative: Zoho CRM offers lead scoring rules under its lowest-priced plan, Standard ($14 per user, monthly). Its Enterprise plan ($40 per user, monthly) includes advanced scoring rules and is significantly more affordable than HubSpot CRM’s Professional plan at $1,080 per month for five users.
• You want a free telephone system for customer engagement: HubSpot CRM Platform offers third-party telephone integration and an option for a built-in phone system, but these capabilities require a paid plan starting at $15 per user, monthly.
  • Alternative: Freshsales’ free plan includes a built-in telephone system with an inbound caller ID and the option to buy local and toll-free numbers.

Cost:

• $0 up to five users

Key Features:

• Contact and company management
• One deal pipeline per account
• Up to 100 products in the product library
• 10 custom properties or associating specific data points with contacts, deals, and companies
• Five email templates
• Five documents per account
• Activity and pipeline tracking
• Prospects tool for monitoring leads visiting your web pages
• App marketplace access for third-party integrations
• List segmentation

Cost:

• $15 per user

Key Features:

• Everything in the Free
• Two deal pipelines per account
• 500 calling minutes
• Up to one million products
• Up to 5,000 documents per account
• 10 deal tags per account for creating rules for specific pipelines
• Live chat engagement
• Built-in payment processing via automated clearing house (ACH) and Stripe integration
• Sales automation for task creation, data management, and notifications based on deal changes
• Conversation routing to other sales reps
• Sales content analytics for templates, sales documents, and automated sequences

Cost:

• $1,080 for five users
• $45 per additional user

Key Features:

• Everything in the Starter
• Up to 15 sales pipelines per account
• Up to 15 million products
• 3,000 calling minutes
• Sequences for automating outreach, follow-up, and time-consuming tasks
• Prospecting workspace for managing leads in one place
• Call transcription and coaching
• Account-based management (ABM) tools like scoring, properties, and templates
• Playbooks for automatically building a library of resources for sales
• Forecasting or creating detailed and customized forecasts based on contacts database

Pros

• AI-powered features in its basic plan at $14 per user
• Smart Contact Data feature effectively pulls contact information on the web
• 24/7 chat and email support across all plans

Cons

• Does not offer a free plan
• Lead generation tools cost extra (starts at $32.50 per company, monthly)
• Outbound calling features do not come in until the Advanced tier at $29 per user, monthly

• You need AI-powered features to engage your contacts effectively: All of Pipedrive’s plans include an AI-powered sales assistant called Smart AI and smart-app recommendations. Smart AI enables you to engage contacts better by giving you insights on the best course of action to take. With smart-app recommendations, you can get the best-in-class apps to solve your business problems.
• You need tools for intelligent contact data gathering: Pipedrive’s Smart Contact Data feature is available with the Advanced plan at $29 per user, monthly. It provides valuable insights about your contacts by retrieving web data from various sources using email and public data. Through the Smart Contact Data, agents save hours of research time since they don’t have to manually identify their most highly qualified prospects.

• You need a free plan: Pipedrive is one of the best contact management software because of its AI capabilities. However, it has no free-forever plan for businesses on a shoestring budget or those wishing to try it without risk.
  • Alternatives: HubSpot CRM has a free plan for five users that includes mobile functions. It also comes with tools for data and lead management, as well as chat, email, and phone communication.
• You want an affordable in-app phone to stay in touch with contacts: Pipedrive’s calling feature is only available starting with its Advanced plan at $29 per user, monthly.
  • Alternative: Freshsales provides a built-in telephone system with inbound caller ID on its free plan. Paid plans (starting at $9 per user, monthly) give you access to advanced phone features, such as queue transfer, call recording, and voicemails.

Cost:

• $14 per user

Key Features:

• Lead, deal, calendar, and pipeline management
• Simple data import and easy customization
• Products catalog
• Data import and export
• Merge duplicate data
• File attachments
• Contacts map
• Deal and activity reports
• Mobile apps
• 24/7 support and 300-plus integrations

Cost:

• $29 per user

Key Features:

• Everything in Essential
• Full email sync with customizable email templates and scheduling
• Group emailing plus open and click tracking
• Smart contact data (auto-populate lead profiles)
• Custom fields
• Workflow builder with triggered automations
• Web-to-mobile caller

Cost:

• $49 per user

Key Features:

• Everything in Advanced, with higher limits
• Contacts timeline
• Automatic assignment of leads and deals
• Create, manage, and e-sign contracts and documents
• Deal card customization
• Revenue projections, advanced custom reporting, and sales forecasts

Cost:

• $64 per user

Key Features:

• Everything in Professional, with higher limits
• Project management
• Phone support via scheduled calls
• Custom onboarding and Pipedrive CRM implementation

Cost:

• $99 per user

Key Features:

• Everything in Power
• Unlimited user permission and visibility settings
• Additional and heightened security preferences
• No feature usage limits

Pros

• Easy-to-use interface and straightforward tools for managing contacts and tasks
• Unlimited contacts, companies, custom fields, and pipelines
• Only one, low-cost pricing tier for a simple buying process

Cons

• No free plan, pricing variations, and annual billing option
• Lacks advanced AI and analytics tools
• Does not have a mobile app

• You’re looking for a no-frills contact management software: Less Annoying CRM prides itself on having a simple interface that’s easy to operate even for beginners. Aside from that, it uses a single pricing tier with all the CRM features to make the subscription process hassle-free.
• You want a basic CRM that supports unlimited contacts: This provider allows users to store an unlimited number of contact and company records, as well as create unlimited custom fields and pipelines. You can also organize information on leads, manage files, track pipeline status, and add notes from within the contact record.

• You need a mobile CRM for your hybrid sales team: As of this writing, Less Annoying CRM does not offer a mobile app. While it has a mobile-friendly web browser, you can only view data records on your mobile phone, and it does not offer offline functionality.
  • Alternative: HubSpot CRM is included in our list of the best mobile CRMs because of its excellent and intuitive mobile CRM features. It offers tools for contact record management, task tracking, communication, and marketing.
• You’re seeking an AI-powered tool for automating tasks: One of the disadvantages of a basic contact manager software like Less Annoying CRM is the lack of advanced features. This provider does not have complex tools like workflow automation and AI for data insights.
  • Alternative: When you subscribe to Freshsales’ Growth plan ($15 per user, monthly), you get access to its Freddy AI smart sales assistant’s contact scoring capabilities. Higher tiers provide you with next-best action recommendations, deal insights, and forecasting insights.

Pros

• Scalable paid plans with email power tools in its free plan
• Offers a Chrome extension and direct integration with Google Workspace apps
• Unique format as it’s a CRM plugged into Gmail to manage contacts and pipelines on the Gmail interface

Cons

• Users find it difficult to get used to interface design
• Integration with non-Google apps and creation of automated workflows are not available until Pro+ plan ($69 per user, monthly)
• Only one user covered per plan

• You want to manage contacts from your Gmail inbox: Streak CRM is unique because it is a CRM that’s built specifically for Google. You can access your CRM contacts and pipelines in Gmail and even manage email communications, sales activity, and tasks.
• You’re a solopreneur looking for a free CRM to manage your business: Streak CRM has a free plan for one user that allows you to customize your pipeline without leaving Gmail. You can use this platform to track your business processes, sales deals, invoices, and client projects.

• You prefer using a CRM with a traditional interface: Some users may find Streak CRM’s interface uncomfortable because the CRM itself is inside Gmail. In fact, some users find this platform tricky to operate.
  • Alternative: HubSpot CRM is a good alternative if you want to use a traditional CRM with high usability ratings. Based on user reviews, this provider has a 4.5 out of 5 usability rating. Less Annoying CRM is another contact management software option with impressive usability, making it our best CRM in user experience (UX).
• You want to connect your CRM with non-Google apps: Streak CRM does not allow integrations with non-Google apps until the Pro+ plan, which costs $69 per user, monthly. Aside from that, the direct integrations include only Calendly, Slack, and Typeform, while other apps require Zapier for the connection.
  • Alternative: Zoho CRM offers several free integrations with Zoho apps, including Zoho SalesIQ, Zoho Survey, and Zoho Projects. Paid plans (starting at $14 per user, monthly) allow you to integrate the platform with other tools and extensions from the CRM Marketplace, including QuickBooks, Easy Dropbox, and Asana.

Cost:

• $0 for single user

Key Features:

• Email tracking
• Link tracking
• Email sharing
• Snippets
• Mail merge (up to 50 per day)

Cost:

• $15 per user

Key Features:

• Everything in Free
• 800 automated mass emails per day
• 5,000 pipeline items
• Expanded email tracking to monitor links clicked in messages

Cost:

• $49 per user

Key Features:

• Everything in Solo
• Unlimited pipeline items
• 1,500 automated mass emails per day
• Contact data enrichment
• Option to share contacts and email history with team members
• Team email sharing to see conversations with customers and contacts
• CRM reporting

Cost:

• $69 per user

Key Features:

• Everything in Pro
• Google Forms integration
• Direct third-party software integrations with Calendly and Slack
• Workflow automation to create tasks, comments, and records based on preset triggers
• Automation for adding and filtering contacts on mass email campaigns

Cost:

• $129 per user

Key Features:

• Everything in Pro+
• Custom permission settings
• Data validation to maintain consistent record and pipeline data

Pros

• Simple product to use with a spreadsheet-style format for data entry and customizing boards with multiple data views
• Unlimited contacts, documents, and boards
• Intuitive for setting up automations to create or edit records based on preset triggers

Cons

• Does not offer a free plan; subscriptions require a minimum of three users
• Lead scoring and duplicate warning require the custom-priced Enterprise CRM plan
• No available Chrome extension

• You want a CRM with multiple viewing options for your contact data: monday sales CRM provides users with multiple viewing options for their data. You can monitor and track customer data, task due dates, and sales pipeline progress using different views, like Kanban, calendar, map, timeline, chart, and workload views. This CRM also has top tier usability ratings.
• You’re looking for a CRM with no-code automations: monday sales CRM’s no-code automation system provides you with recommendations, pre-made workflow templates, and drop-down menu options for designing automations. You can use these options for trigger-based sales automations, such as updating records, sending emails, or assigning leads.

• You want a CRM with more affordable duplicate management tools: With monday sales CRM, duplicate management comes with the custom-priced Enterprise CRM plan. This could be expensive for small teams and businesses, considering that subscriptions require a three-user minimum, and the previous tier costs $28 per user, monthly.
  • Alternatives: Zoho CRM offers manual duplicate management features on its Free plan, which supports up to three users. Pipedrive is another alternative with advanced data deduplication on its Essential plan, which costs $14 per user, monthly.
• You’re seeking more affordable lead scoring tools: Like the data deduplication capabilities, monday sales CRM’s lead scoring feature requires the custom-priced Enterprise CRM plan.
  • Alternative: Zoho CRM’s Standard plan offers affordable lead scoring at $14 per user, monthly. Sales reps can use this CRM to identify early-stage buying signals by tracking their behaviors like website navigation and correspondence.

Cost:

• $12 per user Three-user minimum

Key Features:

• Unlimited contacts and board items
• Unlimited documents
• Unlimited free board viewers
• Custom pipelines through unlimited boards to manage sales, marketing, or other processes
• Kanban views of CRM boards
• Mobile CRM application

Cost:

• $17 per user Three-user minimum

Key Features:

• Everything in Basic CRM
• Lead and contact management
• Account management for tracking account activity and client data
• Deal tracking stages with deal record ownership and engagement history tracking
• Extended board views like timeline, calendar, and map views
• Two-way integration with email systems like Gmail and Outlook for managing emails and tracking communications
• Quotes and invoices
• Activity logging for sales tasks like calls, emails, proposal generation, and meetings
• Low-code workflow automation to edit or create records based on triggers

Cost:

• $28 per user Three-user minimum

Key Features:

• Everything in Standard CRM
• Time-tracking on tasks from the CRM
• Extended board views such as chart and workload views
• Email template storage
• Calendar data sync to Google Calendar
• Formula column calculations
• Sales analytics and sales forecasting software

Cost:

• Contact for pricing

Key Features:

• Lead scoring
• Duplicate data management
• Team goal tracking
• Integrations with Salesforce and enterprise resource planning (ERP) systems
• Advanced sales analytics for pipeline insights and sales activity
• Pivot chart analysis and reports
• Post-sales features like advanced account management, collection tracking, and project management on client accounts

25%

Advanced/Niche-specific Features

20% of Overall Score

25% of Overall Score

25% of Overall Score

15% of Overall Score

15% of Overall Score