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Buyer's Guide for Top CRM Software

Found our list of CRM Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!

Buyers Guide Content

  1. What is CRM Software?
  2. Why do you need CRM software for business?
  3. What are the best features of CRM software?
  4. Benefits of CRM Software
  5. 5 Common Types of CRM Software
  6. How does CRM software work?
  7. Why do you need a CRM strategy?
  8. How To Choose The Right CRM software?

What is CRM Software?

CRM stands for Customer relationship management. CRM software is a computer application that is designed to help the organization to capture and maintain sales inquiries in one place. It also automates their sales process from scratch to conversions.

CRM software builds a relationship between customers and companies by timely follow-ups, better communication interactions, the quick notification received from customers end, and set auto marketing and discounts e-mailers for to customers, etc. CRM Software is the smartest solution for tracking and analyzes sales inquiries to avoid pending tasks, reports, conversions.

Why do you need CRM software for business?

Why do you need CRM software

  • Customer Satisfaction: A good CRM enables users to contact every customer on priority and ensures that their queries are heard. Sales agents can put annotations on specified cases, set up automated follow-ups through mail and calls, and much more. The case management module facilitates careful customer handling.
  • Leads Management: Companies can integrate their Customer Relationship and lead management solutions system to monitor leads accumulated from their ad campaigns or other means such as call, email, etc. It creates a meticulous sales funnel for agents to manage the progress they are making with the customer effectively.
  • Leads Data Analysis: Cloud-based CRM software records all the work data of the company, e.g., customer calls, sales patterns, customer responses to scripts, etc., and uses it for business analytics & training by data analytic software. It also provides major assistance in examining business procedures and sales personnel’s performance.
  • Sales Performance Management: CRM software solutions enable organizations to cross-check their employee’s performance thoroughly. Managers can check the calls, emails, messages that were made by the agent and their outcomes to examine how employees are working by this performance management software.
  • Report Management: A good customer relationship management solution creates detailed and insightful reports on the daily activities of the sales teams by reporting tools. It empowers companies to see how their customer approach is resulting in terms of conversion. The reports are generated based on different attributes such as customer feedback, agent performance, cashflows, etc.
  • CRM Ticketing Software: CRM software generates a ticket every time a customer approaches or raises a query. This helps agents in supervising every customer individually, plus the ticketing system allows users to update and check for progress made with each ticket.
  • Content / Notes: Sales teams can create a short and interactive script for contacting leads. This extends to communicate through email, phone call, text messages, and online messengers. The script creates well fleshed out responses in a yes/no pattern for ease in communication. It also includes sharing of important files such as a brochure, video demos, etc.
  • Follow-Up: After the first contact, the customers should be kept in the loop, and a good CRM reminds sales personnel to do that. Client relationship management solutions work as a personal itinerary planner for the customer approach.


What are the best features of CRM software?

best features of CRM software

  • Salesforce Automation: Automate different aspects of sales processes such as outgoing calls, data organization, managing customer feedback, and follow-up campaigns.
  • Sales Forecasting: Sales forecasting is used for determining success metrics to ensure that results match with the efforts you are putting in. Cloud CRM solutions help ascertain if more efforts are required.
  • Email Client Integration: Take advantage of the CRM user interface for automating client/customer interactions. This is especially useful in managing customer calls where immediate solutions in the form of responses can be provided.
  • Workflow and Approvals: Optimize workflow through such processes as data analysis, data collection, and marketing campaigns. This procedure helps in streamlining work and improving efficiency.
  • CRM Data/File Storage: Data must be properly stored to maximize its utility. CRM management systems help in avoiding losses and security breaches through its data storage capacity.
  • Files Sync and Share: CRM solutions provide synchronization benefits, as a result of which you can import spreadsheets, upload emails from Outlook office and sync these with Google drive.
  • Inside Sales Console: Web-based CRM software provides an inside sales console platform with an effective UI system inbuilt into it. This feature optimises data analytic tools, improves sales performance, and increases customer retention.
  • Sales Performance Management: Manage the performance of sales partners and handle working aspects of the sales team for identifying areas that need improvement. The concrete data available is used as a quantifier by businesses for measuring the performance of their department.
  • Marketing Automation Integration: You can use CRM software solutions for automating marketing programs and such key features to strategically plan the audience you would be targeted soon.
  • Chat Integration: Customer relationship management solutions easily integrate chat programs from CRM software and let you converse easily with employees and partners. You can also offer customer services through this feature.
  • Web Analytics Integration: CRM customer relationship management system gathers data of the people who visit your website and analyses the same to identify problem areas. It also offers insights into user interactions with the website.
  • Support Automation: Chatbots, FAQs, and email correspondences are being automated by a customer management system. As a company, you can ensure higher customer support with real-time responses. The improved AI database of top CRM software has further helped is offering personalized solutions to customers.
  • Product Level Quotes: Customer relationship management software functions as a database for products so that a business can manage what’s in transit and what’s in rest. Identify not only the products that receive a good response from the customers but also areas where sales are low.
  • Role-Based Views Dashboard: Customer relationship management applications provide added security by restricting employees’ access to crucial information. This platform also helps prevent data leaks and security breaches. Popular CRM software keeps the data safe and provides access to the information based on employees' designation or requirements.

Benefits of CRM Software

Benefits of CRM Software

  • Dashboards: Customised dashboards and reports provide a visual representation of statistics through real-time updates. Charts, graphs, and maps are being generated by the dashboard feature for viewing the performance of a business.
  • Social Media Management: Best CRM solutions facilitate integration with social media websites such as Facebook, Twitter, etc. to increase the horizons for customer connectivity. Social media management software offers a common portal of interaction for both customers and companies.
  • Sales Flow Management: CRM sales management software solutions create a sales funnel to track the progress of the agent. The best CRM assists in managing different types of sales processes such as third-party, ground force, in-bound, etc.
  • Mobile-Friendly CRM: Cloud CRM Management system offers a mobile application that enables sales agents to work from their mobile phones. It results in data accessibility and working from anywhere. Mobile CRM software is especially helpful for those who have to consistently meet with their clients and involve in on-ground sales.
  • Email Marketing Management: Client relationship management software enables sales teams to launch large scale email marketing software campaigns to attract new leads. This results in a more effective, direct, and interpersonal method of gathering new customers and improving visibility.
  • Returns and Claims: Sales teams can handle the claims for return and defective items from the CRM software. The software automatically raises a ticket when customers call and assign the ticket under the viable option presented in the returns section. Companies can even customize the CRM solution to create subcategories under which returns can be filed.
  • Campaign Management: Some of the best CRM solutions use a single UI to manage campaign operations or campaign scheduling, analytics, and ROI (return of investment). The software combines analytical tools with data collection mechanisms to give both the employer and the employee numerous access points.
  • Order Fulfillment: Order fulfillment is one of the best strategic methods to increase customer retention through a CRM system solution. The software allows sales teams to provide desirable and engaging customer experience follow-ups. Order fulfillment results in positive feedback from customers.



5 Common Types of CRM Software

CRM tools come in handy for storing and managing customer data. The different types of CRM software that streamlines processes like sales pipeline management and marketing campaign execution are:

Types of CRM Software

  • Operational CRM: Operational CRMs help manage customer data for multiple purposes like sales automation, service automation & marketing automation.
  • Analytical CRM: Analytical CRM is ideal for data mining for identifying patterns and trends in terms of market scenarios and customer preferences.
  • Collaborative CRM: This type of CRM helps in managing improving customer service. Collaborative CRMs are used to manage customer's data along with the data of your vendors and distributors.
  • Campaign Management CRM: This type of CRM helps manage customer insights and data for effective campaign management.
  • Strategic CRM: Strategic CRMs make use of market trends for improving the customer interaction process. This type of CRM is ideal for enhancing long-term relationships with customers.

How does CRM software work?

Paid and free CRM software are the essential tools for managing customer relations in less time. Popular CRM systems help automate all customer interaction processes and also provide the business intelligence necessary for improving sales/marketing. Businesses popularly use CRM software for:

  • Storing customers' data in a centralized repository
  • Distributing information across departments
  • Checking purchase histories
  • Marketing automation for better sales
  • Optimizing workloads for saving time
  • Inbuilt analytics tools for handling data insights
  • Building accurate marketing strategies
  • Managing the leads effectively.

Why do you need a CRM strategy?

Make a good relation with customers and business partners: If you don’t have any CRM software then your sales leads spread or all over the places and track these customers inquiries hard to analysis and track, so we do CRM strategy with CRM Tool.

CRM model smoothens sales operations and customer service processes of an organization to improve the efficiency of business operations. The software does this by analysing the data and automating marketing activities, sales as well as other such works of the business. CRM tools also generate leads and conversions to track marketing as well as sales funnels.

The list of best CRM software easily integrates with the prevailing systems within a company thereby optimizing all the functions of a business. Granular reports developed by the software help produce a complete and accurate picture for both clients and businesses.

Every business has sensitive and confidential information that needs to be securely stored. Customer relationship management tools save data in a vendor’s database from where information can be accessed anytime, anywhere.

How To Choose The Right CRM software?

How To Choose The Right CRM software

  • Online CRM Software:

    Cloud-based CRM uses a centralized database for making information available to users irrespective of the device they are using. This option enables round the clock accessibility of data. Online CRM software companies provide higher information security levels and backup policies to ensure complete data security.

    Web-based CRM software is preferred for managing both leads and customers. CRM web application comes loaded with features such as email integration, web-based telephony, sales funnel, and automation business-related processes. You can also use cloud CRM for boosting SEO rankings, gathering customer reviews, and improving online reputation.

  • SalesData Analysis:

    The inbuilt marketing optimization mechanism leads to a detailed analysis report to evaluate the success of strategies used in sales processes. The sales force automation software also helps reinvent marketing campaigns and promote services and products.

  • Simplified Customer Data Access:

    As a user, it is possible to access data from any device, browser or operating system. The database is cloud-hosted and stored securely in a knowledge base from where the assigned contacts can access them.

  • Cross-Selling and Upselling:

    CRM solutions do upsell and cross-selling for closing some of the best deals. Cross-selling is used for tracking a customer’s purchase history to make suggestions for new services or products. Upselling is used for drawing intelligence from the current purchases of a customer to immediately list the same kind of products on the same page.

  • Scalable:

    CRM business applications are quick and easy to install that require no heavy maintenance or recurring costs. Not only the top CRM companies but also the available free CRM for small business enterprises are being used for streamlining product, finance, leadership, and contacts management operations.

  • Automating Workflows:

    Automation of workflows helps make tasks less time consuming and saves data in a more secured format. Operational costs get reduced to a great extent through paid and free open source CRM.

Author: Kalpana Arya

133 Best CRM Software For Small Business

Sort By

Salesforce CRM

By Salesforce

4.7 (3 reviews)

Price On Request

Salesforce CRM is a CRM software for any organization using which they get a comprehensive view of individual customers... Read More About Salesforce CRM



By Automate SMB Enterprises

5.0 (1 reviews)

Starting Price


Inclusive of all taxes

automateCRM is a Unified CRM and Business automation platform. automateCRM is not limited to just Sales, Marketing and... Read More About automateCRM



By Leadsquared

4.6 (5 reviews)

Price On Request

LeadSquared is a customer relationship management system offering sales intelligence tools to healthcare, real estate,... Read More About LeadSquared


Solid Performers CRM

By Solid Performers

5.0 (14 reviews)

Starting Price


Inclusive of all taxes

Solid Performers CRM is a cloud-based customer relationship management software, which can be used to monitor pre- and... Read More About Solid Performers CRM

CRM software solutions track customer interactions in real-time and improve customer service. Besides, CRM software is also used for managing all customer touchpoints, from lead generation to lead nurturing, contacts engagement, and sales conversion.

There are dozens of CRM integration that helps automate workflow. However, the four most important CRM integrations for higher work efficiency are social media integration, email integration, calls apps integration, and calendar automation.

Most of the CRM systems offer the key features for lead management, interaction tracking, workflow automation, third party integration, social media integration, proposal & quotes management, and more.

CRM tools help manage the customer lifecycle for better sales management, improved marketing campaigns & enhanced customer service. Its core functions are: Creating and maintaining a centralized customer data repository, lead categorization, data analysis, automation, customer interaction tracking, etc.


Teknovate CRM

By Teknovative Solution

4.9 (11 reviews)

Starting Price


Inclusive of all taxes

Teknovate CRM is one of the best online CRM software for B2B as well as B2C businesses. It helps with the tracking &am... Read More About Teknovate CRM



By Pixer Digital

Starting Price


Inclusive of all taxes

Salescamp is a sales CRM software for real estate, start-ups, and agencies for sales lifecycle and pipeline management.... Read More About Salescamp


Kylas CRM

By K2V2 Technologies

4.8 (7 reviews)

Starting Price

₹8,849/Month/Unlimited Users

Inclusive of all taxes

Kylas is a sales CRM software providing growing businesses a clear roadmap for identifying the best sales opportunities... Read More About Kylas CRM



By Engagebay India PVT LTD

Starting Price


Inclusive of all taxes

Engagebay is an all-in-one CRM that simplifies sales, marketing, and customer support functions for businesses. The sol... Read More About Engagebay

Best Seller

Easyrewardz CRM Suite

By EasyRewardz Software

4.7 (6 reviews)

Price On Request

Easyrewardz is a cloud-based Customer Lifecycle Management platform designed to serve the needs of all types of industr... Read More About Easyrewardz CRM Suite



By Salesken

4.8 (10 reviews)

Price On Request

Salesken.ai is a conversational intelligence platform offering sales teams diagnostics intelligence tools for improving... Read More About Salesken

Top Rated

DeBox Global Travel CRM

By DeBox Global It Solutions

4.8 (42 reviews)

Price On Request

DeBox global is an award-winning CRM for travel agents and agencies is designed to create the best-in-class customer ex... Read More About DeBox Global Travel CRM

Best Seller


By Cronberry

5.0 (1 reviews)

Starting Price


Inclusive of all taxes

Cronberry is a robust lead management and marketing automation software. It helps businesses with all the advanced mark... Read More About Cronberry

CircleOne CRM

By Bluewhirl

4.1 (1 reviews)

Starting Price


Inclusive of all taxes

CircleOne is a cloud-based CRM software for enterprises, which provides comprehensive customer experience management fa... Read More About CircleOne CRM


By Technobase IT Solutions Pvt Ltd

4.2 (5 reviews)

Starting Price


Inclusive of all taxes

ezeeCRM is a popular online CRM software used by sales, service and marketing teams in SMEs and large enterprises for c... Read More About ezeeCRM

Zoho CRM

By Zoho by Target Integration

4.3 (10 reviews)

Starting Price


Inclusive of all taxes

Zoho CRM is one of the best online CRM software for the Indian and international markets. It helps the sales teams and... Read More About Zoho CRM

SalesBabu CRM

By SalesBabu

4.5 (5 reviews)

Starting Price


Inclusive of all taxes

SalesBabu is one of the best CRM software available in the Indian market. This customer relationship management softwa... Read More About SalesBabu CRM

Zeta CRM

By Zeta

4.8 (1 reviews)

Price On Request

Zeta CRM is a cloud-based sales force automation software for business houses, offering relevant support in sales and m... Read More About Zeta CRM

NCH Reflect CRM

By NCH Software

4.9 (2 reviews)

Price On Request

Reflect CRM is the best CRM software India available for both Mac and Windows. The solution enables a business to easil... Read More About NCH Reflect CRM

Centra Hub CRM

By Focus Softnet

4.2 (1 reviews)

Price On Request

Centra CRM solution is one of the best CRM Software in India. Focus Softnet offers Centra CRM which is a highly integrat... Read More About Centra Hub CRM

NextSky Sales

By NextSky Tech

4.6 (3 reviews)

Price On Request

SkyCRM is an integrated CRM solution helping organizations manage sales team(s) efficiently. The robust software comes u... Read More About NextSky Sales

Last Updated on : 07 Jun, 2022

What is CRM Software?

CRM stands for Customer relationship management. CRM software is a computer application that is designed to help the organization to capture and maintain sales inquiries in one place. It also automates their sales process from scratch to conversions.

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CRM Software Price List In India

CRM Software Cost
Best CRM Software Price Ratings
automateCRM ₹590 /User/Month 5
Solid Performers CRM ₹1151 /User/Month 4.9
Teknovate CRM ₹590 /User/Month 4.9
Kylas CRM ₹8849 /Month/Unlimited Users 4.7
Cronberry ₹2360 /Month 5
CircleOne CRM ₹1179 /User/Month 4.1
ezeeCRM ₹1062 /User/Month 4.1
Zoho CRM ₹944 /User/Month 4.3
SalesBabu CRM ₹10620 /User/Year 4.4

CRM Software Reviews


Nilay Khatri

review for automateCRM


"Everything in one, superb support, understood our process and delivered smooth easy to use crm."

See All automateCRM Reviews



review for LeadSquared


"After using LeadSquared, our sales conversion rates have improved drastically due to better insights"

See All LeadSquared Reviews



review for Solid Performers CRM


"A simple and straight-forward user interface. Very efficient and simple to use lead follow-up system with fields adjustability and statuses to meet our company's needs."

See All Solid Performers CRM Reviews


Solar Bull Energy

review for Teknovate CRM


"The Teknovate CRM software fits sales process perfectly for our SME. It will carefully capture the leads from all available sources and automatically assign to my salesperson"

See All Teknovate CRM Reviews



review for Kylas CRM


"Super easy to use , Helps to maintain visibility into the sales funnel , Allows for efficient work and building better relationships and Great for remote teams."

See All Kylas CRM Reviews

FAQs About CRM Software

CRM software most primarily tracks and archives customer conversations for nurturing friendly customer relations. CRM software also helps with nurturing leads through the sales pipeline, segmenting the contacts list for a targeted approach, creating email & SMS workflow for effective communication, customer history management, real-time tracking, data analysis, and more.

CRM (Customer Relationship Management) software manages marketing, sales, and customer-related information. In contrast, ERP (Enterprise Resource Planning) software is used for streamlining and integrating all the business processes.

Most of the CRMs support automatic data migration features. Data can be imported in various formats like Notepad, Excel sheet, Google sheet, or another CRM software backup file.

Various modules can be included in CRM like customer service management, billing, marketing, sales, accounts, etc. Customers can even request customized versions of CRM software as per their business requirements.

Free CRM software is limited by features, time, or the number of contacts it can manage. Most of the free versions are the basic CRM plans that cannot automate the entire marketing and sales processes. On the other hand, the paid CRM includes all possible features for automation, workflow, integration, and growth.

Yes, custom CRM can be developed according to project complexity, scale, integrations, and budget. However, custom CRM is expensive and is only suitable for large organizations. SMBs can purchase affordable CRM software that offers some degree of customization.

CRM in cloud computing is widely used by healthcare companies, telecommunications, insurance companies, etc. Cloud CRM software could be accessed remotely, which helps multiple teams collaborate seamlessly on real-time data. This helps provide top-notch customer service and adds value to the business process.

The significant difference between CRM and ERP is that CRM is one of the functions of ERP and is used for handling sales and marketing processes. While ERP is used to handle fall major business processes, whether its accounting, HRMS, manufacturing, distribution, CRM, procurement, and more.

CRM software falls under the category of enterprise software that encompasses the SaaS market or services. CRM is a SaaS application that can be accessed via web browsers from any location. All you need is a stable internet connection to run CRM software on host servers for the cloud client.

CRM software is a must-have tool for sales and marketing teams across industries like:  Retail businesses for targeted marketing  Banking sector for gaining customer insights  Hospitality industries to ensure the outstanding guest experience  Insurance sector for improving customer interaction  Consultancies, and firms for improved client relations.

The cost of CRM software depends on the features and scalability. This cloud-based CRM software has monthly/ year subscriptions based on the features and number of customers the organization is likely to manage over a period.  Popular CRM systems even provide free trials or free versions with limited features to help customers assess the platform's usability.

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