10 Best Customer Database Software Solutions in 2024

Pros

• Highly intuitive data management and analytics tools
• Instantly enrich business-to-business (B2B) records with an artificial intelligence (AI) add-on feature
• Reasonable prices for paid plans

Cons

• Automation for auto-updating data records requires a paid subscription
• Data reporting, duplicate data management, and contact scoring require the Professional or Enterprise plan
• Prospecting workspace or managing leads in one place starts with the Professional plan

• You need an all-in-one customer database software with intuitive tools: HubSpot Customer Platform provides access to marketing, sales, service, content, operations, and commerce tools, making it the best all-in-one CRM database. HubSpot’s modern interface design, clear navigation system, and user-friendly tools make this software one of the top picks for the best simple CRM.
• You want to harness AI power for B2B sales data: This contact management software tracks B2B leads, deals, customers, customer service tickets, and prospect activity to boost sales. HubSpot’s powerful AI automates tasks, reveals valuable insights, streamlines workflows, and enhances data analysis to boost efficiency and streamline operations.

• You need more affordable account overview features: Particularly useful in business-to-business (B2B) sales, HubSpot Customer Platform has an account overview feature for monitoring account-level activities and deal progress for targeted accounts. However, it is not available until the Professional plan, which costs $90 per month.
  • Alternative: Freshsales is our top pick for tracking clients and account data. Even better, the robust account management module for activity tracking, data storage, and sales progress monitoring is available on the Growth plan for $15 per user, monthly.
• You want free data management automation tools: Data management is one of the most repetitive tasks a sales rep endures during their day-to-day. Therefore, automating workflows for CRM record updates, new data entries, and lead or account assignments based on deal changes is a useful feature. While HubSpot Customer Platform does offer this type of automation, it’s not available for free. You must at least have the Starter plan.
  • Alternative: Zoho CRM begins offering workflow automation, including data management tasks and record updates, starting on the free plan.

Cost:

• $15 per user

Key Features:

• Everything in Free
• Two deal pipelines per account
• 500 calling minutes
• Up to 1 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

Key Features:

• Everything in 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
• Coaching playlists or saving exemplary call recordings into playlists for rep upskilling

Pros

• Growth plan includes an account management module for storing client data and tracking activity
• Complete activity timelines that show contact history like emails opened, website visits, and interactions with reps
• Offers contact scoring through the Freddy AI tool on the Growth plan

Cons

• Expensive profile enrichment features that keep lead and contact data up to date are only available in the Enterprise plan at $59 per user
• Data deduplication features require the Pro plan at $39 per user
• Field-level permission settings on data fields based on settings or user role requires the Enterprise plan

• You want a robust account data management solution: Freshsales stands out as one of our top picks for the best account management software, which is useful when managing client information. It offers a dedicated account management module where users can store decision-maker data for company accounts, track prior activity and communications, and view entire timelines of contact or company records.
• You need affordable contact scoring: Lead and contact scoring lets you take CRM data, such as profile information or engagement history, and convert it into a value that indicates purchase likelihood. Freshsales offers this capability through its Freddy AI tool. Another bonus is that this feature is available on the Growth plan, which is $9 per user, monthly.

• You need low-cost data enrichment tools: Data enrichment refers to automatically updating CRM records based on information found online or on social media profiles. While Freshsales has an automated profile enrichment feature, it requires the expensive Enterprise plan for $59 per user, monthly.
  • Alternative: Pipedrive stands out as the most cost-friendly enrichment feature, with those capabilities starting at $14 per user, per month.
• You need more affordable data deduplication: Data deduplication is essential in customer data software. It lets you identify identical CRM records so you can merge or replace one of them and keep your client database software clean. Freshsales has a Smart Matches tool built through Freddy AI, but it cannot be accessed until the Pro plan, which costs $39 per user, monthly.
  • Alternatives: Zoho CRM offers manual deduplication for free, while Pipedrive has automated deduplication of data records starting at $14 per user, monthly.

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
• Sales emails (sales sequences, personalized bulk emails, and team inbox)
• 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

• Great workflow automation features to put data management tasks on autopilot
• Robust system customization to tailor database requirements for unique viewing and information requirements
• Free and low-cost plans available

Cons

• Poor user experience and usability ratings for setting up the CRM
• Expensive data enrichment features available starting with the Enterprise plan at $40 per user, per month
• While manual duplicate finding and merging is free, automated deduplication requires the Professional plan at $23 per user, per month

• You want to automate your data management tasks: Zoho CRM’s workflow automation allows teams to put repetitive data entry tasks on autopilot with its record management automation. This is available on the Standard plan at $14 per user, monthly. By configuring automations, users can create new lead or account records, assign owners, and update data fields based on triggers like deal stage changes or engagement with contacts.
• You need thorough database customization: Another key benefit of Zoho CRM is the mass CRM system customization, which is mostly free or on the Standard plan. Teams can alter the data fields for specific information they wish to collect, create custom views of their records, and design search layouts across all plans. You can even create entire modules starting with the Enterprise plan ($40 per user, monthly).

• You need cost-friendly data enrichment tools: In data management, profile enrichment is a crucial CRM function for keeping information up to date using online sources. Zoho CRM has this feature through the AI Zia tool, which requires the expensive Enterprise plan, at $40 per user, monthly.
  • Alternative: Pipedrive has the most affordable enrichment capabilities, which start on the Advanced plan for $29 per user, monthly.
• You want a more intuitive CRM system: Zoho CRM users tend to find the product interface clunky with many buttons and tab options. Because of those attributes, Zoho CRM is a less intuitive client database software for small business than some other products on this list.
  • Alternative: monday.com sales CRM is our favorite simple customer database and CRM system. It has a highly intuitive interface that is easy to use and navigate, even for beginners.

Cost:

• $0 for three users

Key Features:

• 1GB file storage per organization
• 10MB data storage (5,000 records)
• Lead, account, contact, and deal management
• Document library
• Tasks, meetings, and calls
• Standard reports
• Marketing automation for campaigns and email opt-out
• 10 custom email templates
• Customized home page components, tabs, list views, and search layout
• Automation for workflow rules, tasks, and email notifications

Cost:

• $14 per user

Key Features:

• Everything in Free
• 1GB file storage per organization plus 512MB per user license
• 200MB data storage (100,000 records)
• Sales forecasting
• Calendar booking
• 100 custom reports and 10 custom dashboards
• 100 custom email templates
• 250 daily mass emails per organization
• Customizable group tabs, email address duplication check, unique fields, and user layout
• Additional automation (scheduled actions, and reminders for workflow tasks)

Cost:

• $23 per user

Key Features:

• Everything in Standard
• 10GB data storage (approximately 5M contact records)
• SalesSignals (real-time activity notifications on lead and customer interactions)
• Motivator (sales gamification)
• Unlimited custom reports and CRM dashboards
• Unlimited custom email templates
• 500 daily mass emails per organization
• Inventory management
• Case management
• Automations for creating records, assigning record owner, and webhooks

Cost:

• $40 per user

Key Features:

• Everything in Professional
• 1GB file storage per organization plus 1GB per user license
• Zia AI-powered conversational sales assistant
• Territory-based sales forecasting
• Anomaly detector and cohort analysis
• 1,000 daily bulk emails per organization with email scheduling
• Three auto-responders
• Automations for custom schedules, marketing attribution, segmentation, and workflow usage reports
• Webform analytics and A/B testing

Cost:

• $52 per user

Key Features:

• Everything in Enterprise
• 1GB file storage per organization plus 5GB per user license
• 2,000 daily bulk email per organization
• Five auto-responders
• Custom modules

Pros

• Robust ecommerce data management tools like store order processing and data protection
• Account or complete data isolation for infrastructure available on the free plan
• Automatic request feature to obtain web visitor’s contact information

Cons

• Dedicated database not affected by other users and guaranteed performance require the Enterprise plan at $399 per organization
• Audiences feature for customer segmentation starts with the Standard plan at $99 per organization
• Custom traffic sources into reports to track advertising campaigns’ effectiveness requires Professional plan at $199 per organization

• You want a customer database for your online store: Bitrix24 has an extensive suite of ecommerce tools that can help you establish and manage a customer database. This CRM lets you process unlimited orders and protect customer data from your Bitrix store through full-user encryption, 24/7 infrastructure monitoring, and secure authorization.
• You want to isolate data and automate requesting contact info: Bitrix24 lets you isolate data on the free account. With data isolation, the information of one account or branch is not accessible to the users of other branches unless they are permitted. This customer database management system can automatically request website visitors’ contact information for easier and quicker prospecting and lead management.

• You need to customize your customer database for free: Customizing data fields requires the Professional plan at $199 per organization. This can be a downside for sales teams in multiple branches or sales territories wanting to personalize their target customer database for quick reference, performance tracking, and sales activity implementation.
  • Alternative: Zoho CRM has free customization tools that allow you to thoroughly modify the data fields for your deal records. You can also create custom record views and design search layouts for your customer database.
• You’re looking for low-priced analytical reporting tools: Bitrix24 customer analytics reports start in the Professional plan at $199 per organization, per month. The cost can be expensive for a startup or small business that doesn’t need the other features of this plan but needs analytical reporting tools for lead management, performance tracking, and sales monitoring.
  • Alternatives: Freshsales offers free website activity tracking for contacts. HubSpot Customer Platform lets you track customer interactions automatically across all communication platforms. Email reply tracking, contact website activity, and prospecting tools are all available in the free plan.

Cost:

• $0 for unlimited users

Key Features:

• 5GB online storage
• Import data via CSV
• Automated CRM data migration from third-party vendors to Bitrix24 CRM
• Import contacts from vCard, Gmail, Outlook, Yahoo! Mail
• Automatic request of web visitor’s contact information
• Personal data processing notification
• Data and infrastructure backups
• Client and order info found in CRM
• Client communication history
• Automatic customer journey tracking

Cost:

• $49 per organization (includes 5 users)

Key Features:

• Everything in Free
• 24GB online storage
• Export contacts to CSV, Excel, Outlook
• Create a CRM deal from an email
• Protect data from deletion, restore from recycle bin
• Bitrix stores process unlimited orders
• Client call recordings

Cost:

• $99 per organization (includes 50 users)

Key Features:

• Everything in Basic
• 100GB online storage
• 17 data sources
• Online store export
• Automation rules for order processing inside Bitrix stores

Cost:

• $199 per organization (includes 100 users)

Key Features:

• Everything in Standard
• 1024GB online storage
• Custom traffic sources
• Analytical reports
• Call tracking
• Automated ad management
• Offline ad tracking

Cost:

• $399 per organization (includes 250 users)

Key Features:

• Everything in Professional
• 1TB online storage
• Complete data isolation or user access permission management for multiple branches

Pros

• Includes built-in project management
• Shopify integration lets you sync customer data between systems and adjust inventory levels from Insightly’s project tools
• Robust contact management tools with relationship linking, data storage, and activity tracking, including from third-party tools

Cons

• Marketing and customer service modules require a separate product for an added cost
• No social media capabilities such as social profile enrichment
• Expensive for price books and products management

• You manage a startup or project-based business: All of Insightly CRM’s tiers offer robust features for project management and delivery. This CRM enables companies to categorize contacts, leads, or accounts on the database for various projects. You can collaborate on project tasks, build workflows, and track project milestones.
• You need record-linking capabilities for referral marketing: Insightly CRM lets you link contact records together to indicate B2B relationships, starting with its Plus plan at $29 per user, monthly. This way, you can track which of your leads and customers know each other or are connected to certain companies in your records.

• You need a CRM for revenue operations: Insightly CRM does not have built-in customer service features and advanced marketing tools needed for a revenue operations team.
  • Alternatives: We recommend HubSpot CRM and Zoho CRM if you need a CRM that offers comprehensive features for marketing and service automation in a single platform.
• You’re looking for a CRM with solid social media capabilities: Unfortunately, Insightly CRM does not offer tools for social media management, social engagement, and social profile enrichment.
  • Alternatives: Freshsales and Copper CRM are among the best social CRM options in this guide. These providers allow you to interact with customers and generate leads on social media without having to leave your CRM.

Cost:

• $0 (up to 2 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
• 50 custom fields
• Two role-based permissions
• Two configurable profiles or page layouts
• Lead, contact, organization, and opportunity management
• Web-to-lead capture
• Kanban view of lead pipeline
• Native Marketing and Service integration add-on
• Project and task management
• Relationship linking of contacts and organizations
• Batch update records
• Attach files from the cloud
• Mobile app with real-time data synchronization
• Built-in business intelligence dashboards with customizable reports
• 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
• 100 custom fields
• Unlimited role-based permissions
• Unlimited custom profiles or page layouts
• Lead and assignment routing
• Scheduled outbound emails
• Custom queues that auto-generate processes and to-do lists for new tasks, opportunities, projects, and leads
• Custom CRM objects
• 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

• Unlimited contacts, documents, and boards
• With spreadsheet-style format for storing data and customizing boards for data fields and processes
• Intuitive for setting up automations to create or edit records based on preset triggers

Cons

• Misleading pricing; paid plans require minimum of three users
• No longer offers a free-forever plan
• Lead scoring and duplicate warning require the Enterprise plan at a customized cost

• You need a simple and intuitive customer database: monday sales CRM makes it easy to organize and manage customer data with its neatly arranged folders for each aspect of your sales process. You can also use its CRM templates to manage contacts, leads, and workflows. Its highly intuitive interface makes it very easy to learn, navigate, use, and customize.
• You want multiple viewing options for your data: Another great aspect of monday sales CRM is the various board viewing options you can use to evaluate your database. Depending on your objective, such as checking sales pipeline progress, tracking task due dates, or identifying customers’ locations, users can look at their data in different ways. These include Kanban, timeline, calendar, map, chart, and workload viewing options.

• You need free lead scoring: While monday sales CRM offers lead scoring to help you qualify leads and prioritize sales opportunities, you need to avail the Enterprise plan which requires a custom quote.
  • Alternative: Freshsales is a great option that not only offers affordable lead scoring, but provides that tool on its free-forever plan.
• You want more affordable duplicate management: Another expensive data management feature in monday sales CRM is the duplicate warning tool that notifies you if you’re submitting a record already stored. This, like the lead scoring, requires the Enterprise plan for a custom price.
  • Alternatives: Zoho CRM has affordable, manual duplicate management features on its free-forever plan, while Pipedrive offers more advanced deduplication on the Essential plan for $14 per user, per month.

Cost:

• $12 per user (priced for three-user minimum)

Key Features:

• Unlimited customizable pipelines
• Unlimited contacts
• Unlimited boards
• Templates for lead, contact, and deal management
• iOS and Android apps
• Unlimited free viewers
• Create a dashboard based on 1 board

Cost:

• $17 per user (priced for three-user minimum)

Key Features:

• Advanced account, contact, and deal management
• 2-way email integration with Gmail and Outlook
• AI email generator for writing and editing emails
• Activity management for logging calls, meetings, and more
• Create and share unlimited quotes and invoices
• Merge duplicate data for leads or contacts
• Custom CRM automations (250 actions per month)
• Custom CRM integrations (250 actions per month)
• Create a dashboard that combines 5 boards

Cost:

• $28 per user (priced for three-user minimum)

Key Features:

• Sales forecasting
• Email templates with custom parameters
• Email tracking and automations
• Mass emails and tracking
• Google Calendar sync
• Sales analytics in real-time, customizable dashboard
• Customizable email signatures
• Custom CRM automations (25,000 actions per month)
• Custom CRM integrations (25,000 actions per month)
• Create a dashboard that combines 10 boards

Cost:

• Contact for pricing

Key Features:

• Lead scoring
• Team goals to manage team quotas
• Advanced analytics (dashboards up to 50 boards)
• Account management
• Create a library of documents for sales
• Enterprise-scale automations and integrations
• Enterprise-grade security and governance
• Multi-level permissions
• Ensures Health Insurance Portability and Accountability Act (HIPAA) Compliance

Pros

• Free plan supports unlimited users, unlimited tasks, and custom views
• Has more than 15 project view options, including Gantt charts and Mind Maps
• A complete work management system with highly customizable workflows, views, and dashboards

Cons

• Steep learning curve due to high customizability
• File storage under the free plan is limited to 100MB
• Not a traditional CRM system; requires adjustment for users not accustomed to a work management tool

• You need a highly customized work management system: ClickUp is designed to let users customize their boards to meet their unique business operations, including sales, marketing, and customer service. You can also use its premade CRM template with CRM workflows, custom fields, views, lists, data views, and tasks.
• You’re looking for a CRM alternative for task and project collaboration: ClickUp is included in our list of the top CRM alternatives because it is an excellent all-around project management and collaboration tool. All of its tiers not only allow you to store customer data, but also let you comment on task-related threads, deploy project templates, chat with teammates, and track time spent on projects.

• You want to use a traditional CRM system: Users who are not accustomed to a work management tool will have to adjust to the process of tailoring ClickUp to use it as a CRM.
  • Alternatives: Zoho CRM is a great option if you want a traditional CRM with prebuilt modules for automating sales and marketing processes. HubSpot Customer Platform is also another excellent choice.
• You need built-in phone capabilities for lead engagement: Unfortunately, ClickUp does not come with built-in phone features.
  • Alternatives: Subscribe to Freshsales to get access to a free CRM with built-in telephonic features like an inbound caller ID, queue transfer, and call recording. You can also explore other similar options by reading our guide to the best call center CRM software. Zendesk Sell also features telephony features for engagement.

Cost:

• $0 (unlimited users)

Key Features:

• 100MB file storage
• Custom workspaces for data storage, workflow management, and task collaboration
• Unlimited tasks and custom views
• Workspace templates
• List, board, calendar, Gantt, activity, timeline, workload, table, and mind map views for workspace
• Whiteboard collaboration
• Custom data fields
• Workflow automation on boards
• Task management
• Email integration
• Reporting and dashboards for goals, milestones, time tracking, scheduling, and workload profiles
• 24/7 support via Help Center and ticket submission

Cost:

• $7 per user

Key Features:

• Everything in Free
• Unlimited file storage and workspaces
• ClickUp AI Artificial intelligence assistant for automated content devleopment
• Guest access
• Box and forms views for workspaces
• Future recurring tasks on calendar
• User groups
• Time tracking widgets
• Live chat support

Cost:

• $12 per user

Key Features:

• Everything in Unlimited
• Branded and customized forms
• Custom task IDs
• Publicly shared workspaces
• Time tracking widgets with billable reports and timesheets

Cost:

• Contact provider for a custom quote

Key Features:

• Everything in Business
• Unlimited folders and lists
• Custom capacity and additional groups

Pros

• Robust lead and deal management capabilities
• Many data field customization options available on the Essential plan
• Low-cost duplicate data detection features

Cons

• No free plan
• Contact timelines unavailable until the Professional plan
• Workflow automation gets expensive

• You want a robust lead database: Pipedrive stands out as one of the best lead management software. Some of its best use cases involve storing lead decision-maker data, tracking engagement activity with prospects, attaching files, and updating profiles automatically. Pipedrive also lets teams map where leads are located on Google Maps and notify users if a deal associated with a lead could be falling through the cracks.
• You need low-cost data deduplication: Data deduplication is a fairly advanced feature in customer information software. Luckily with Pipedrive, deduplication is available on the Essential plan for $14 per user, monthly, for detecting and merging the same records.

• You need a free sales database management software: One of the downsides of Pipedrive is that while it’s not necessarily an expensive product, the provider does not offer any free-forever option.
  • Alternatives: HubSpot CRM, Freshsales, Zoho CRM, and Insightly CRM are all CRM and database tools with excellent free plans.
• You want more affordable contact timeline features: A contacts timeline visually represents prior interactions with a lead or customer. It shows the time and descriptions for emails sent and opened, calls made, meetings held, proposals sent, and other sales activities. Pipedrive does not allow this basic feature until the Advanced plan for $29 per user, monthly.
  • Alternative: Freshsales is our favorite CRM product that offers visual contact timelines on the Growth plan for $9 per user, monthly.

Cost:

• $14 per user

Key Features:

• Lead and contact management with file attachments and activity tracking
• Products catalog for storing products, costs, codes and ID numbers, tax rates, and notes
• Apps marketplace for third-party app and integrations
• Custom data fields
• Contacts mapping to see where they are located in their record
• Activity reporting with company and user sales goals tracking

Cost:

• $29 per user

Key Features:

• Everything in Essential
• Two-way email sync to send email campaigns from the CRM
• Built-in meeting and video call scheduler tools
• Workflow automation to put repetitive tasks like data updates on autopilot
• Smart contact data that auto-enriches contact data using information found online
• Expanded sales reporting with subscription-based revenue tracking

Cost:

• $49 per user

Key Features:

• Everything in Advanced
• Contacts timeline for a visual view of contact activity
• Sales team management
• Expanded reporting for tracking custom fields and metrics on sales reports
• File storage integration with Google Drive and OneDrive
• Revenue forecasting

Cost:

• $64 per user

Key Features:

• Everything in Professional
• Built-in project management
• Telephone support for CRM users

Cost:

• $99 per user

Key Features:

• Everything in Power
• Unlimited reports and sales dashboards
• Up to 100 active workflow automations
• Unlimited teams management

Pros

• Robust communication tools like text messaging and computer telephony available in the starter plan at $19 per user
• Task and appointment setting available in the starter plan
• Starting plan provides 100,000 custom objects or store and connect new data sources, such as products and order history

Cons

• No free plan
• Lead and deal scoring not available in the lowest paid plan
• Task automation only available in the Sell Professional plan at $155 per user and Sell Enterprise plan at $169 per user

• You need robust engagement tools: Zendesk Sell offers robust communication tools for engaging with prospects and customers like text messaging, call tracking, call recording, and computer telephony. These engagement tools are available in the Sell Team, the lowest paid plan, at $19 per user.
• You need a low-cost appointment setting feature: Zendesk Sell features task and appointment setting across all its paid plans. With this feature, you can streamline your daily sales activities by setting up appointments and managing tasks for leads, contacts, and deals.

• You want a cheaper customer database system with task automation: ​​Zendesk Sell doesn’t have a free plan. The provider also features task automation at higher paid plans. This feature costs $155 per user in Sell Professional and $169 in Sell Enterprise.
  • Alternatives: Zoho CRM offers workflow automation for task management and record updates in the free plan. On the other hand, monday sales CRM offers low-code workflow automation in its Standard plan at $14 per user.
• You need a low-cost software plan with lead scoring and sequences: If you need lead database software with low-cost lead scoring and sequences, you should consider seeking Zendesk Sell alternatives.
  • Alternative: Freshsales offers affordable lead scoring on its free-forever plan and sales sequences on its Pro Plan at $39 per user.

Cost:

• $19 per user

Key Features:

• Up to 2 customizable sales pipelines
• Custom objects up to 100,000 records
• 2GB per user document storage
• Email and calendar integrations
• Task and appointment setting
• Call tracking and recording, and text messages
• Prebuilt sales dashboards
• Robust application programming interfaces (APIs) for native and third-party integrations

Cost:

• $55 per user

Key Features:

• Everything in Sell Team
• Up to 10 customizable sales pipelines
• Custom objects up to 250,000 records
• 5GB per user document storage
• Sequences up to 50 recipients per user
• Robust APIs—core plus premium
• Product and price book
• Advanced and custom sales reports
• Sales forecasting and goals tracking
• Prospecting and enrichment credits

Cost:

• $115 per user

Key Features:

• Everything in Sell Growth
• Up to 20 customizable sales pipelines
• Custom objects up to 1 million records
• 10GB per user document storage
• Sequences up to 300 recipients per user
• Lead and deal scoring
• Task automation
• Advanced roles and permissions
• Company hierarchy

Cost:

• Starts at $169 per user

Key Features:

• Everything in Sell Growth
• Up to 20 customizable sales pipelines
• Custom objects up to 25 million records
• 25GB per user document storage
• Unlimited sequences
• Lead and deal scoring
• Task automation
• Advanced roles and permissions
• Company hierarchy

Pros

• Similar interface to Google products and seamless integration with Gmail, Sheets, and Drive for a solid user experience
• Unique Google Chrome extension that lets users view and access CRM data directly in Gmail or Calendar interfaces
• Relatively low-cost team permission settings

Cons

• No free plan
• Expensive lead scoring
• Non-Google integrations require the Professional plan at $59 per user

• Your team uses Google apps for work collaboration: Copper is the ultimate Google CRM system because it is built specifically for those using Google Workspace apps as reflected by its similar design. It directly integrates with Gmail, Calendar, Contact, Drive, and Sheets apps to expand data management functionality. This platform also has a Chrome extension that you can use to access and modify CRM data records directly from within Gmail and Google Calendar.
• You need a low-cost way to manage user data permissions: Copper CRM’s Professional Plan ($59 per user, monthly) lets users customize team permission settings. This allows database admins to control which records and reports a user can access based on their role in the organization. For context, most CRM systems do not offer this capability until higher-tiered enterprise plans.

• You need a free client database solution: Copper CRM, unfortunately, does not offer a free option for storing contacts and customer data.
  • Alternatives: Some of the best free customer and client database systems include HubSpot CRM and Freshsales.
• You’re looking for low-priced lead scoring tools: Copper CRM’s lead scoring features for analyzing promising leads based on profiles and activity get expensive—starting at $99 per user, monthly, for the Business plan.
  • Alternatives: Freshsales offers far more affordable lead scoring, starting at $9 per user, monthly. Zoho CRM also offers this feature at only $14 per user, monthly.

Cost:

• $23 per user

Key Features:

• 2,500 contact limit
• Up to 10 custom data fields
• Contact enrichment
• Google Chrome extension for CRM data access from the Gmail and Google Calendar interfaces
• Email, contact, and file data sync to the CRM
• Google Sheets integration for accessing spreadsheets and managing spreadsheet data from the CRM
• Integration with Google Drive for easy file management from the CRM and file drive
• Notes, file storage, and activity logging in contact records
• Custom sales pipelines for deal management

Cost:

• $59 per user

Key Features:

• 15,000 contact limit
• Unlimited custom data fields
• Team permission settings for CRM data and reports
• Integration with popular tools like Zapier, DocuSign, Mailchimp, QuickBooks, and Slack
• Workflow automation for tasks like record updates and entries
• Custom reports and activity insights

Cost:

• $99 per user

Key Features:

• Unlimited contacts
• LinkedIn integration
• Webforms and ad integrations with Facebook, Wix, and WordPress sites to collect lead data and transit it to the CRM
• Email sequences and drip campaigns
• Lead scoring
• Website tracking to see which contacts are visiting your website

25% of Overall Score

30% of Overall Score

15% of Overall Score

15% of Overall Score

15% of Overall Score