Best CRM for B2B Sales Teams: Our Top 8 Picks for 2024

Pros

• All-in-one key features for sales, marketing, customer service, and content management
• Free plan has contact management and data storage for 1 million records
• Solid AI tools for marketing strategies and task automation

Cons

• Huge price jump from Starter ($15 per user, monthly) to Professional plan ($1,080 per month)
• Analytics and forecasting tools are not available until the Professional plan
• Account-level overviews on company records and deal scoring are locked in with the Professional plan

• You function as a revenue operations team: HubSpot CRM offers the Customer Platform—a combined set of the Sales, Marketing, Customer Service, Operations, Commerce, and Content Management System (CMS) Hubs. Revenue operations teams, a structure becoming popular amongst B2B organizations, can use CRM to improve data sharing and strategic alignment across the different departments.
• You need a simple B2B CRM software with robust free features: HubSpot CRM not only stands out as the best CRM for B2B but also a top overall CRM for small businesses. This is primarily due to crucial product attributes in its free-forever plan, such as pipeline tracking, email engagement, meeting scheduling, and document storage. It is also an intuitive CRM system with a clean, modern-looking interface.

• You want a CRM for B2B business with more scalable pricing: HubSpot is an undisputed champ in offering free CRM tools. However, upgrading from Starter ($15 per user, monthly) to Professional plans ($1,080 per month for five users) might stop you on your tracks because of its wide difference in cost. That said, the pricing structure may not be the best CRM for B2B startups looking to upscale as their business grows:
  • Alternative: ClickUp offers scalable paid plans, ideal for startups on a budget. The lowest paid plan (Unlimited) costs $7 per user, per month, while the subsequent tier, Business, is at $12 per user, monthly.
• You are a project-based business: Plenty of businesses in the B2B space provide their services in the form of project deliverables. That said, HubSpot’s project management capabilities are limited to creating lists with tasks and associated subtasks:
  • Alternative: Insightly CRM is our favorite CRM for B2B sales teams with free project and task management tools like workflow automation and metric tracker.

Cost:

• $0 for five users

Key Features:

• Contact management with document storage and meeting scheduling
• Deal management for one sales pipeline
• One ticket pipeline for managing customer requests and inquiries
• Reporting tools with sales dashboard metrics tracking
• Mass email with template storage and automated deployments
• Live chat engagement
• App marketplace for third-party integrations to the CRM
• One blog with AI-assisted content generation
• Web traffic analytics with search engine optimization (SEO) recommendations

Cost:

• $15 per user

Key Features:

• Everything in Free
• Simple sales automation for deal stage changes
• Payment processing through automated clearing house (ACH) and integration with Stripe to accept credit card payments
• Multi-pipeline capabilities for service ticketing
• Sales goal management
• Multi-step automation on emails plus email health insights
• Telephone minutes to place and receive CRM calls

Cost:

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

Key Features:

• Everything in Starter
• Account-based growth strategy with dashboard overview
• Sales forecasting tools
• Deal and company scoring
• Automated lead assignment
• Account overview for evaluating deal metrics in company record
• 50 connected social media accounts for scheduling and publishing posts
• Product library
• Data analytics on customer service activity and performance
• Service-level agreement (SLA) management on customer service tickets

Cost:

• $4,000 for up to seven users Annual billing only
• $75 per additional user

Key Features:

• Everything in Professional
• Custom objects within the CRM
• Predictive lead scoring
• Team management with hierarchical tracking
• A/B testing on website using AI analytics
• Custom goals and goal tracking
• Recurring revenue tracking

Pros

• Robust, easy-to-use account management module to oversee business clients at no cost
• Free plan includes a built-in phone, custom fields, sales dashboards, quote generation, and workflow automation
• Offers omnichannel capabilities through phone, live chat, email, text, messaging apps, and AI chatbots

Cons

• Only three users can access the Free plan
• Automated profile enrichment for keeping decision-maker and contact data up-to-date requires Enterprise plan ($59 per user, monthly)
• Creating deal teams to have multiple users responsible for a deal gets expensive (locked in with Enterprise plan)

• You need solid account management features for free: Freshsales stands out as our top-rated account management software. Overseeing business accounts is crucial in the B2B world for tracking contact data, prior communications, transactions, and support activity to help better assist and upsell clients. On top of having an account management module, Freshsales has a built-in phone system to engage clients.
• You want to utilize an omnichannel engagement approach: A wide range of communication options lets businesses support clients, engage leads, and keep stakeholders up to speed when it comes to goal tracking. Freshsales responds well to this need by offering a built-in phone system, direct and mass email, and live chat. There are also AI chatbots with software development kits (SDKs) for mobile customization.

• You need low-cost tools for auto-updating decision-maker data: Keeping contact data automatically up-to-date ensures account managers and sales reps are always using current information. Unfortunately, the automated data enrichment tools in Freshsales for CRM profiles are not available until the Enterprise plan at $59 per user, monthly:
  • Alternative: Pipedrive starts data enrichment features on the Advanced plan for $29 per user, monthly.
• You use multiple team members to support sales deals: It’s common in B2B for multiple people to be working together on a single deal if there are various requirements, such as underwriting, quoting, or technical review, which require specialty support. Freshsales does offer a deal team feature, but not until the Enterprise plan ($59 per user, monthly):
  • Alternative: ClickUp’s Free plan gives you the option to turn on the Multiple Assignees functionality. This comes in handy for projects, tasks, or deals that take more than one person to finish.

Cost:

• $0 for three users

Key Features:

• Contact, account, and deal management modules
• Profile activities timeline
• Task management, appointment scheduling, and notes
• Built-in telephone with in-bound caller ID
• Live chat and AI chatbot

Cost:

• $15 per user

Key Features:

• Access to Freshworks Marketplace for third-party integration capabilities
• Visual pipelines and rotten deal indicators
• Product catalog
• Quote and invoice generation
• Automated CRM workflows
• Two-way email sync
• Automated email sequences

Cost:

• $39 per user

Key Features:

• Expanded automated workflows with time-based triggers
• Automated contact, account, and deal assignment to users
• Sales quota tracking
• Sales teams and territory management
• Sales forecasting
• Multiple sales pipelines
• Multicurrency support
• Contact and lead scoring
• Freddy AI for deal insights, forecasting, data deduplication, and next best actions
• Customer surveying

Cost:

• $59 per user

Key Features:

• Auto-profile enrichment
• Custom modules
• Deal teams
• Sales forecasting insights on deals that can be put toward a revenue prediction

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 with various data view options: ClickUp is designed to let users customize their boards to meet their unique business operations, including sales, marketing, and customer service. You can also customize your views to display lists, boards, calendars, workloads, and even mind maps.
• 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:
  • Alternative: HubSpot CRM is a great option if you want a traditional CRM with prebuilt modules for automating sales and marketing processes.
• You need built-in phone capabilities for lead engagement: Unfortunately, ClickUp does not come with built-in phone features:
  • Alternative: 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.

Cost:

• $0 (unlimited users)

Key Features:

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

Cost:

• $7 per user

Key Features:

• Everything in Free
• Unlimited file storage and workspaces
• 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
• White labeling
• Team sharing
• Custom capacity and additional groups

Pros

• Spreadsheet-style data entry makes it easy to store sales and project data, as well as customize boards
• Data management has no-code automation design tools to build trigger-based sales automations
• Multiple board views to track sales processes via kanban, timeline, map, calendar, or chart views

Cons

• Misleading pricing; paid plans require a minimum of three users
• Expensive lead scoring tools
• Module for post-sales management, which includes account management and client project tracking, requires Enterprise plan

• You need an intuitive business-to-business software: monday sales CRM is renowned for its simplicity and usability in managing data and processes through its spreadsheet-style format, which is familiar and intuitive to most users. Teams can adjust their board views to their liking easily through options like calendar, kanban, and timeline to gain unique data insights.
• You want to leverage no-code automation: monday sales CRM utilizes a no-code automation system that allows teams to use premade workflows, recommendations, and dropdown menu options to design automations. This design makes it easy for anyone to construct trigger-based sales automation, like updating a record, sending an email, or assigning a lead based on triggers such as deal changes.

• You want a more cost-effective project and account management solution: monday sales CRM has a dedicated set of features for post-sales management. This allows users to manage accounts, client projects, and accounts receivable after the deal is finalized. Unfortunately, those advanced tools are not available until the custom-priced Enterprise plan, which will get relatively expensive:
  • Alternatives: Freshsales is the best free account management software with extended features for client nurturing. Insightly CRM also offers free tools for project management and delivery.
• You need AI-powered tools for analytics and automation: With monday sales CRM, you can access AI features only via third-party app integration:
  • Alternatives: HubSpot CRM’s Free plan includes a basic AI blog generator, while paid plans (starting at $15 per user, monthly) include an AI assistant for automatic content generation. Pipedrive’s Essential plan ($14 per user, monthly) and Copper CRM’s Basic plan ($23 per user, monthly) also include AI insights and recommendations for deals, contacts, and productivity.

Cost:

• $12 per user (three-user minimum)

Key Features:

• Unlimited contacts and items
• Premade templates for lead, contact, and deal management
• Custom pipelines through unlimited boards
• Unlimited documents storage
• Kanban viewing of boards
• Mobile CRM application
• Unlimited free board viewers
• Custom notifications for CRM activity
• Embedded documents, whiteboard collaboration, and shared files

Cost:

• $17 per user (three-user minimum)

Key Features:

• Everything in Basic
• Lead and contact management
• Two-way integration with email systems like Gmail and Outlook
• Deal tracking stages, deal ownership, and engagement history
• Quotes and invoice generation
• Activity logging for input tasks like sales calls, emails, and meetings
• Workflow automation with no-code design
• Aircall for managing calls from the CRM
• PandaDoc, and DocuSign integration for obtaining signatures on sales documents
• Multiple reporting dashboards
• Extended board view options, including timeline, calendar, and map views

Cost:

• $28 per user (three-user minimum)

Key Features:

• Everything in Standard
• Email template storage
• Automations on emails that trigger actions based on a lead opening or replying to an email
• Calendar data sync to Google Calendar
• Integration with marketing tools like MailChimp, HubSpot, and Facebook Ads
• Time-tracking on tasks from the CRM
• Formula column calculations
• Sales analytics and revenue forecasting
• Extended board views, including chart view and workload

Cost:

• Contact for pricing

Key Features:

• Everything in Pro
• Integrations with Salesforce and enterprise resource planning (ERP) systems
• Advanced sales analytics for pipeline and activity insights
• Lead scoring tools
• Duplicate data warning
• Team goal tracking
• Pivot chart analysis and reports
• Post-sales features like advanced account management, collection tracking, and client project management
• Sales-operations management with rep headcount planning, onboarding tools, collateral and sales resource storage, and legal request management on sales contracts

Pros

• With product catalog for monitoring merchandise and identifying cost and retail pricing
• Solid all-around direct sales CRM with robust lead and deal management tools
• Excellent proposal generation and deployment features with auto-fillable documents, open tracking, and e-signatures

Cons

• No free plan
• Viewing full contact timelines and obtaining revenue forecasts gets expensive at $49 per user, monthly with the Professional plan
• Workflow automation capabilities not included until the Advanced plan ($29 per user, monthly)

• You’re looking for a CRM with a robust product catalog: Pipedrive has a built-in product catalog for creating a custom list of product offerings, making it one of our top choices for the best ecommerce CRM solutions. This tool allows you to add descriptions, prices, costs, tax rates, ID numbers, and notes seamlessly, which helps monitor sales of specific products and incorporate the data into your contact records.
• You want robust proposal features: Pipedrive separates itself by offering tremendous value for business proposal management activities—a common bottleneck in the B2B sales process. The platform includes Smart Docs, which lets you send trackable quotes and contracts directly from the system. Teams can also autofill their proposals with stored CRM data and obtain digital signatures on those documents easily.

• You need a free CRM for B2B operations: While Pipedrive offers a 14-day free trial, it does not provide users with a free-forever option to test drive the CRM features in a limitless capacity:
  • Alternatives: Freshsales and HubSpot CRM offer free CRM systems for users to access features at no cost.
• You want low-cost revenue forecasting tools: B2B companies often need solid revenue forecasting tools to help with capacity planning and creating growth strategies. Pipedrive, while it has lots of reporting tools on the Essentials plan, does not start offering forecasting until the Professional plan for $49 per user, monthly:
  • Alternative: monday sales CRM begins offering sales analytics with revenue forecasting starting at just $28 per user, monthly under the Pro CRM plan.

Cost:

• $14 per user

Key Features:

• Lead and deal management with custom pipelines plus deal-rotting indicators
• Products catalog
• File attachments and document storage on CRM records
• Mentions and comments with team members
• AI sales assistant for automated performance insights and next best actions
• AI notifications on CRM activity
• Deal and activity reporting with company and user goal monitoring
• App marketplace access for third-party integrations

Cost:

• $29 per user

Key Features:

• Two-way email sync
• Mass email sends
• Custom email templates
• Email scheduling with message open and click tracking
• Built-in meeting and video call scheduler with contacts
• Workflow automation with delayed, time-based steps
• Smart contact data tool for auto profile enrichment
• Reporting for subscription-based revenue

Cost:

• $49 per user

Key Features:

• Formula fields for calculating values from CRM data
• Contacts timeline for visual history of activity and communications with contacts
• Auto-fillable sales documents with CRM data
• Smart Docs for sending trackable quotes and proposals to contacts
• Document open tracking plus esignature capabilities for CRM proposals
• Custom CRM reporting with revenue forecasting tools
• Team management with team-based goal tracking

Cost:

• $64 per user

Key Features:

• Pipeline-specific customizable fields
• Deal card customization
• Projects add-on included for free
• Smart Docs add-on with e-signatures
• Phone support and CRM implementation included
• Up to 15 teams
• Up to 10 custom permission sets

Cost:

• $99 per user

Key Features:

• Unlimited open deals
• Custom data properties for an unlimited number of fields
• Unlimited reports and dashboards
• Management of unlimited sales teams

Pros

• Interface is similar to Google products
• Seamless integration with popular Google apps like Gmail, Drive, Calendar, and Sheets
• Solid pipeline management features like deal tracking, custom sales processes, and opportunity slippage monitoring

Cons

• No free plan
• Expensive lead scoring tools locked in with the Business plan ($99 per user, monthly)
• Non-Google integrations require at least the Professional plan ($59 per user, monthly)

• You are a Google Workspace team: Copper CRM is built as a CRM for Google teams. It offers direct integration with popular apps like Gmail, Contacts, Calendar, Drive, and Sheets. Plus, it has a Chrome extension for users to access the CRM directly from Gmail and Calendar interfaces to manage and pull data. These features and the interface design, similar to Google apps, make it one of the best Google CRMs available.
• You need solid deal management tools: A standout feature that makes Copper a pick for best CRM for B2B sales is pipeline management. Users can create custom sales processes to track opportunities per their unique operation. They can also automate tasks as deal stages change or users are assigned deal ownership. It also comes with an opportunity slippage tool that lets teams monitor deals that are losing traction.

• You want to integrate with many third-party, non-Google tools: Outside of Google apps, Copper CRM is relatively limited in terms of third-party integration options. On top of that, users can’t make direct integrations until the Professional plan or above:
  • Alternative: HubSpot CRM offers hundreds of popular third-party integration options that begin allowing connections for free.
• You need a dedicated CRM for wholesale and retail management: Copper CRM does not have built-in features that wholesale businesses need, such as account and logistics management, as well as direct ERP integrations:
  • Alternative: Prospect CRM is a specialty CRM designed to help wholesale and retail businesses manage new accounts and logistical processes.

Cost:

• $23 per user

Key Features:

• 2,500 contacts
• Google Chrome extension
• Direct integration with Gmail, Calendar, Drive, Contacts, and Sheets
• Notes, file attachments, and activity logging in CRM records
• Task management with assignment to other users and collaboration
• Custom sales pipelines
• Up to 10 customizable CRM data fields
• Deal tracking with opportunity slippage monitoring

Cost:

• $59 per user

Key Features:

• 15,000 contacts
• Integration with popular apps like Zapier, DocuSign, Mailchimp, QuickBooks, and Slack
• Bulk email with email template storage
• Unlimited custom data fields
• Workflow automation for tasks
• Custom reports with built-in report templates
• Activity insights repping
• Multicurrency support

Cost:

• $99 per user

Key Features:

• Unlimited contacts
• LinkedIn integration
• Web forms and ad integrations with Facebook plus Wix, and WordPress websites
• Automated email sequences and drip campaigns
• Lead scoring
• Email scheduling

Pros

• Includes built-in project management features across all plans
• Robust contact management tools with relationship linking, data storage, and activity tracking, including from third-party tools
• Highly customizable sales workflows

Cons

• Marketing and customer service modules require a separate product for an added cost (starting at $29 per user, monthly)
• Telephony solution (Insightly Voice) costs extra ($35 per user, monthly)
• Expensive for price books and product management ($99 per user, monthly with the Enterprise plan)

• You manage a startup or project-based business: All of Insightly CRM’s tiers offer robust features for project management and delivery that are ideal for project-based companies like marketing agencies and software developers. You can assign teams to 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. These tools are available as add-ons starting at $29 per user, monthly:
  • Alternative: We recommend HubSpot 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:
  • Alternative: HubSpot CRM, 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 two users)

Key Features:

• 2,500 contacts
• Five email templates
• 10 daily mass emails
• Two custom fields
• Custom page layouts
• Lead, contact, organization, and opportunity management
• Basic project management (convert won leads to project and manage milestones)
• QuickBooks Online, PandaDoc, and Xero integrations
• Access to help center, guide articles, and video tutorials

Cost:

• $29 per user

Key Features:

• Everything in Free, with higher feature limits
• 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
• Mobile app with real-time data synchronization
• Built-in business intelligence dashboards with customizable reports
• Automated workflows on projects and CRM processes

Cost:

• $49 per user

Key Features:

• Everything in Plus
• Unlimited role-based permissions
• Unlimited custom profiles or page layouts
• Lead and assignment routing
• Scheduled outbound emails
• 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
• Unlimited customizable real-time insight cards
• Field-based permissions
• Products, price books, and quotes management

Pros

• Direct CRM integration with numerous ERP tools like SAP and Sage 50
• Specialty product built to help wholesalers and manufacturers manage new business, accounts, and logistical processes
• Excellent system customization and customizable integrations to configure the CRM to any operational requirements

Cons

• No free option and relatively expensive with paid plans starting at $200 per month
• Poor product usability ratings
• Lacks useful B2B sales tools like lead scoring and prospecting credits

• You are a wholesale or manufacturing business: Prospect CRM has tools for account management and products and inventory tracking designed for the manufacturing industry. It also integrates with tons of ERP software for front-and-back-end operations. These specialty features help a wholesaler or manufacturing company that sells to retail businesses—giving an all-in-one solution to facilitate purchases, support customers, and deliver products.
• You need built-in operations management tools in your CRM: Besides helping companies with new business and customer management, Prospect CRM is loaded with tools for helping oversee the day-to-day delivery of products and services. For instance, there are tools for calculating future stock and inventory to help with capacity planning, equipment registering capabilities, and delivery date tracking on logistical processes.

• You need a more affordable CRM system: Because it’s an industry-specific CRM system, Prospect CRM tends to be far more expensive than the other business-to-business CRMs on this list—starting at $200 per month:
  • Alternative: ClickUp and Freshsales are the best affordable CRMs, offering a free-forever plan.
• You work outside of the manufacturing or wholesale space: The specialty design and use cases of Prospect CRM make the product less appealing if you are a B2B company outside of manufacturing or wholesale operations. The pricing isn’t ideal, and teams find the product challenging to use:
  • Alternative: HubSpot CRM is our pick for the best CRM for B2B software as a service (SaaS) and small companies with plenty of use cases. These include marketing agencies, business management consultants, and content producers.

Cost:

• $200 (up to four users)

Key Features:

• Unlimited customer accounts
• Pipeline management
• Customer service tracking
• Quotes and order processing
• Telesales functionality
• Customer service management
• Products management with discounts and customer special pricing configuration
• Integration with finance tools like Unleashed, Xero, DEAR, QuickBooks, and Sage 50

Cost:

• $200 (includes four users)
• $73 per additional user

Key Features:

• Integrations with Cin7, Access Dimensions, Exchequer Enterprise, and Pegasus Opera
• Control settings on which customers can get quotes or purchase specific products
• Related products settings to help prompt potential upsells to users
• Built-in delivery charge calculations
• Equipment register and contract management
• Relationship linking of CRM records
• Custom data fields and interface design
• Automated contact enrichment using social media profiles
• Prospects Artificial Intelligence Growth Engine (PAIGE) tool which gives AI-driven insights on company growth and projections
• Access to the third-party application marketplace

Cost:

• $2,199 (includes 15 users)
• $130 per additional user

Key Features:

• Integration with SAP plus customizable enterprise resource planning (ERP) integrations
• Multiple companies and datasets management
• Management of multiple sales ledgers and accounts within a CRM customer record
• Custom delivery charge calculations
• Future inventory and stock calculations

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