6 Best SaaS CRM Tools To Try TODAY

The features that meet the expectations and needs of each company from the CRM tools are different. So what are the priorities of your company? Which CRM service will work in parallel with the operation of your company? If you wonder which Saas CRM tool will meet your needs, continue reading. This blog will be the CRM encyclopedia for you.

Pipedrive

From: Pipedrive

Pipedrive is a UK-based pipeline CRM tool, established in 2010 by Timo Rein, Urmas Purde, Ragnar Sass, Martin Henk, and Martin Tajur, spanning 179 countries for teams of all sizes. The company was featured on the Forbes Cloud 100 list in 2018, moreover was named “Best Overall CRM Solution” by MarTech Breakthrough in 2020.

Features

  • Activity Dashboard
  • Alerts/Notifications
  • Business Card/Badge Scanning
  • Calendar Management
  • Call Management/Recording
  • Campaign Management
  • Cataloging/Categorization
  • Churn Management
  • Client Tracking
  • Client/Property Matching
  • Code-free development
  • Collaboration Tools

and more.

Easy Reporting

One of the most prominent features of Pipedrive is its easy reporting tools. This feature makes it easier for companies to make sense of the data they will analyze about their customers. With Pipedrive, you can easily report your deals, leads, and interactions with your customers; you can use one of many customized boards for this job.

Fully Customizable

From Pipedrive

Pipedrive is a customizable tool from A to Z. This various customization opportunity allows you to edit your sales models without depending on any pattern. One of the biggest reasons Pipedrive is a CRM that can appeal to businesses of all sizes is its customization flexibility.

E-Mail Integration

Pipedrive, which matches applications such as email, Outlook, MS Office, and calendar, provides great convenience. Using and managing these applications directly in Pipedrive prevents users from wasting time switching between applications.

Pricing

From: Pipedrive

Unfortunately, there is no free version of Pipedrive. Pipedrive has four different packages for different budgets and demands, and the pricing of the packages starts at $14.50.

Despite this, users have the opportunity to try the plan that attracts their attention for 14 days free of charge, without the need for a credit card, so that they can identify their needs more effortlessly.

Reviews

Here are some positive reviews of Pipedrive, which has a 4.2 out of 5 rating on G2:

“I highly recommend the Pipe drive to anyone who wants to automate bureaucratic steps in the sales process and effectively improve results and relationships with their customers.”

“Bits of help encourage deal moving forward. I like the way you can easily customize pipelines for various sales campaigns, and the new caller app is useful.”

In addition to these comments, some negative comments are as follows:

“The inability to move among contacts in the same list without returning to the main list page is a waste of time. The online app is useless.”

“Functionality was terrible, I don’t know if we misunderstood, and they aren’t a CRM system, but what the product offered cannot be called a CRM.”

Nutshell

Nutshell is a CRM platform founded by Guy Suter, Andy Fowler, Lindsay Snider, and Ian Berrya to help B2B organizations. Released at the Future of Web Design conference in 2010, Nutshell is used now by thousands of businesses in the whole world.

Features

  • Activity Dashboard
  • Alerts/Notifications
  • Call Management
  • Campaign Management
  • Contact Database/ Management
  • Customizable Reports
  • Drip Campaigns
  • Email Marketing/ Templates
  • Event-Triggered Actions
  • Interaction Tracking

User-Friendly 

Compared to other CRM platforms, Nutshell outperforms most of its competitors with its ease of use. It offers a user-friendly CRM and email marketing experience with its clean and straightforward user interface and various tools.

There Is Always Help

One of the most necessary things in a CRM platform is that users can get help when they get stuck. Nutshell offers incredible support to its users in this regard.

If you are a new user of Nutshell, you can quickly become a professional CRM user thanks to Nutshell’s detailed guides. Also, if you need more exhaustive learning, you can benefit from the tutorial videos published by Nutshell. In addition to these, you can get 24/7 live support while using Nutshell.

Pricing

From: Nutshell

Although there is no free version, Nutshell has a trial version. It also has two different payment plans: Starter and Pro. The current price of the Starter package is $20 per month, while that of the Pro package is $42 per month.

Reviews

Nutshell is rated 4.2/5 on G2. Some positive reviews of Nutshell:

“Everything was great. From the sales, through deployment, and ongoing support.”

“One of my favorite parts of this system is how easily editable everything is. It seems simple, but being able to adjust notes and basic information on the home screen makes things very simple.”

On the other hand, some negative reviews:

“Our sales staff was apprehensive at first as there were lots of bells & whistles and a little worn out with the previous jumps from one CRM to the other.”

“I think more training on set up, warnings issued at setting up, and common pitfalls at set up would avoid harmful bulk uploads making irreversible upload mistakes.”

Salesforce

Salesforce is a cloud-based SaaS tool that provides CRM services, founded in the USA in 2003. It has a structure that aims to manage customer relations and sales of companies of all sizes from all industries. It has been in the top 10 of Fortune’s “100 Best Companies to Work for” list since 2017.

Features

  • Contact & Account Management
  • Task / Activity Management
  • Territory & Quota Management
  • Quote & Order Management
  • Customer Contract Management
  • Campaign Management
  • Lead Management
  • Case Management
  • Knowledge Base
  • Reporting
  • Forecasting

and more.

Variety of Products

From: Salesforce

Salesforce offers more than 15 products for every need. For example, “Customer 360” aims to improve the bond between your teams and your customers by connecting sub-teams in your company, such as sales, commerce, IT, with your customer data. “Service,” on the other hand, is designed to generate AI-based workflows that will help you solve problems in your workflow by connecting your customer data to a single platform.

Parallel with Business Needs

If you have never used a CRM tool before, Salesforce’s interface may seem a bit too complicated for you at first compared to other CRM tools. Despite that, Salesforce laid out to let you do almost anything you want to do. With more than 1500 registered partners, it is perfect for bringing new solutions to your company.

Different Industries Different Solutions

Salesforce offers different solution packages for the needs of 15 diverse industries such as Financial Services, Healthcare & Life Sciences, Consumer Goods, etc. Apart from all these, they also have a service they have created to support the development of small businesses. That’s why it aims to meet the needs of various sectors on the spot.

Pricing

From: Salesforce

Salesforce offers different pricing according to the needs of its users and the size of the companies. It has a wide range of prices, starting at $25 and several thousand dollars. Pricing also varies for all the additional features it offers, such as marketing and commerce.

Reviews

Here are some positive reviews of Salesforce, which got a 4.2 out of 5 rating on G2:

“It is very manageable to track the status of a lead via the pipeline. The reporting is AMAZING and incredibly comprehensive.”

“Very happy overall; I am glad that I have the opportunity to use another CRM system in my career.”

However, some negative reviews are:

“There are countless strides to having a total record, so this is not an inactive program. In case you will utilize it, focus on utilizing it, in any case, nonsense in, nonsense out.”

“I lost money trying to use this application that I mistakenly attempted to deal with their customer service, which was horrendous.”

GoSquared

From: GoSquared

GoSquared is an all-in-one platform that allows businesses to track their web traffic, identify leads and view web analytics. It was established in the United Kingdom in 2006.

Features

  • Campaign Management
  • Customizable Branding
  • Goal Setting / Tracking
  • Interaction Tracking
  • Lead Management
  • Multiple Site Management
  • Referral Tracking
  • Reporting/Analytics
  • Time on Site Tracking
  • User Interaction Tracking

and more.

GoSquared Live Chat

GoSquared Live Chat is a live messaging tool that allows your team to interact with users visiting your website. This tool lets you respond to your customers’ questions instantly from a computer or mobile and interact with your customers when they take action, for example, when they buy something.

Detailed Analysis

GoSquared can analyze visits to your page in more detail than most other platforms. In other words, it monitors every detail on websites to provide a more detailed report to its users. With its AI-based technology, GoSquared displays information such as the website engagement, how many people browse your website, how long they stay on your site, and whether you contact them in an accurate and detailed way.

Excellent Dashboards

GoSquared has dashboards that will come in handy when managing and analyzing your customer relationships. For example, “Trends Dashboard” allows you to see what happened on your web page in the past. It shows you all audience metrics and data in the date range you want.

The operation of “the Now Dashboard” is similar only shows you the current data instantly, not from a date range in the past. With the “Trends Dashboard,” you can efficiently and in detail compare the past with the present. In this way, you can determine what is trending and what is falling out of trends, your target audience, and which sources users are most attracted to.

Pricing

From: GoSquared

GoSquared has determined its pricing within the framework of the motto “Pay as you grow.” In other words, it has a free version, and a usage-based pricing model. Paid packages are classified under three headings: Engage, Web Analytics, and Live Chat for Sales. These categories also contain different pricing within themselves.

Reviews

GoSquared has a 4.5/5 rating on G2. Here are some positive comments about GoSquared:

“This is a program that is so easy to pick up with such clever capabilities.”

“The team is awesome and helpful to us and for our customers. As a software provider ourselves, we only recommend tech that we think to be great, like GoSquared.”

“Overall, it worked for our company in the early stages of our user numbers, but at some point, we outgrew it and had to look to other solutions.”

On the other hand, here are some of the negative comments:

“There are a few issues that we had found, but honestly have failed to report because they are so minor. And we can always get what we need on the desktop version.”

“This after you even pay, they will take away features from you until you contact their customer service, which AGAIN DOES NOT REPLY.”

Zoho

Zoho is a CRM platform founded by Zoho Corporation in 1996. It aims to appeal to companies of all sizes and industries.

Features

  • AB Testing
  • Activity Dashboard
  • Alerts/Notifications
  • Business Card/Badge Scanning
  • Calendar Management
  • Calendar/Reminder System
  • Call Management
  • Campaign Management

and more.

Years of Experience

Zoho is a company that has been in this business since 1996. In other words, Zoho is one of the firsts in this industry. Choosing to use Zoho as a CRM platform means doing business with years of experience. Choosing Zoho, which has been able to keep up with today’s new functioning with its dynamic structure, means to benefit from the experience of the past and the convenience of the present at the same time.

Zia, the Digital Assistant

From: Zoho

Zoho has a cool feature to automate things: an AI-powered assistant called Zia. You can use Zia to do some work for you, such as calling a customer from the CRM database, activating a chat session, or calling various sales numbers. Thus, CRM becomes much faster and less tiring for you.

Blueprint

From: Zoho

A blueprint is defined as a systematic and digital flow chart of Zoho users’ human resources processes. Thanks to this system, which tries to make your HR processes as easy as possible, you do not have to set up and run the procedure from the beginning every time you need to implement your HR processes. You can save time in this process by creating your HR draft. In addition to all these conveniences, Blueprint also guides your employees on the stages that need to be implemented.

Pricing

From: Zoho

There is a free version of Zoho available. There are also four different pricing options for various needs: Standard, Professional, Enterprise, and Ultimate. Prices for these options range from $9 to $34.

Reviews

Zoho is rated 4.2/5 on G2. Some positive reviews of Zoho:

“I have had an amazing experience using this software. So much so that I recommend this CRM to all my business development clients when starting their companies.”

“Zoho is a pretty good CRM for first-timers if you haven’t used some of the other CRM’s there are out there, so that is good.”

“Fantastic – deployment is so easy, and admins will love the point and click nature of the automation and workflows.”

On the other hand, some negative reviews: 

“We finally canceled our subscription because it was. Just too much and too confusing to try to get it set.”

“Frustrating user interface and user experience. Have some colleagues who use it for forms, and when I get one of their forms, it is frustrating and reflects poorly on the sender.”

“The programming language for the custom functions. Also, the Document merge function, lack of fonts, merging wrong characters sometimes.”

Agile CRM

From: Agile CRM

Agile CRM is an India-located CRM company founded in 2012. It started by gathering the online channels of companies such as sales, marketing, social media, customer service on a single platform. Its target audience is small and medium-sized companies interested in sales and marketing.

Features

  • AB Testing
  • Account Alerts/ Management
  • Activity Dashboard/ Tracking
  • Alerts / Escalation
  • Audience Targeting
  • Auto-Responders
  • Automated Publishing
  • Automated Routing
  • Automatic Call Distribution
  • Blended Call Center
  • Calendar Management

and more.

 Effortless Deal-Tracking

Agile CRM has a manageable, easy-to-use deal tracking system that will make the work of businesses much more uncomplicated. It can also adapt to all kinds of different agreements of companies and allows you to change the follow-up process according to the agreement type.

LinkedIn Integration

Agile CRM predicts potential sales and deals and automates these deals, thanks to data from sites like LinkedIn. After that, Agile CRM gives you a lead score, thanks to the communication you will establish with your potential customer on LinkedIn. All these processes are aimed at increasing your leads.

Pricing

From: Agile CRM

Agile CRM has four different versions, one of which is free:

Free (For ten users), Starter, Regular, Enterprise. Depending on your needs and the number of contracts, you can choose the one that suits you best from these plans.

Reviews

Agile CRM is rated 4/5 on G2. Some positive reviews of Agile CRM:

“Fairly good experience in general. I strongly recommend it to organizations that are looking for an all-in-one solution, especially if you are ten or less strong.”

“After using several other CRM tools, I have found that Agile offers the perfect balance of flexibility and structure. I am also REALLy impressed by the marketing and tracking side.”

However, there are also some negative reviews:

“Do not add your credit card information!!! I canceled and am still getting charged.”

“Horrible customer service. Don’t use Agile unless you want to get stuck in a contract.

Conclusion

Customer relationship management is essential for the existence and future of a company. For this reason, you must determine your CRM vehicle according to your company’s priorities and needs. When choosing this tool, consider the size of your company and what it is primarily targeting. When you implement all these steps suitably and decide on the right CRM tool for your company, you can make your company more profitable than ever before.

What is CRM?

CRM, the abbreviation of customer relationship management, refers to the direction of a company’s relations with its customers, customer behavior, and companies’ approaches to these behaviors. CRM software collects information about the behavior of your current customers and determines your potential customer portfolio.

Why is using a CRM platform necessary?

Thanks to CRM platforms, users have an opportunity to review the scattered customer information in order. In this way, you do not have to navigate between different pages and data to see a piece of information. In addition, CRM platforms help you determine your sales and marketing strategies and organize your communication with your customers.