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18 Best CRM Software in UK: Top Picks for 2024

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As a sales professional, you must know that CRM software is a go-to solution for facilitating better client interactions. It is designed to track sales 📋, manage customer relationships, automate marketing tasks, improve customer service, and more.

Moreover, Basic CRM features include sales pipeline management and customer relationship management, whereas major CRM vendors provide advanced features like predictive analytics, omnichannel customer engagement, marketing automation, and advanced analytics.

If you want to grow your business in the UK, then using the best CRM software in the UK allows you to streamline operations and enhance your business’s operations in the UK. 

For your ease of mind, in this blog, we’ll explore the top 18 CRM options available in the UK, the benefits of using CRM for your business intelligence, and the important factors to consider when choosing the right CRM system.

🔑 KEY HIGHLIGHTS

  • Freshsales, Salesforce, and HubSpot CRM are the best business CRM software in UK that can be beneficial to improve your business growth in the UK.
  • Enhanced customer relationships, improved sales, and improved customer retention are some of the major benefits of CRM software.
  • Identifying your business needs, evaluating key features and integration capabilities, and evaluating support and training are important factors in choosing the right CRM software solutions.

Comparing the Best CRM Software in UK

SoftwareStarting PriceFree VersionIntegrationsMobile SupportBest For
FreshsalesStarts at $9Gmail, Zapier, Mailchimp, etc.Small to medium-sized businesses
Monday.comStarts at  $9Slack, Google Drive, Dropbox, etc.Project management and team collaboration
PipedriveStarts at $12Google Workspace, Trello, Slack, etc.Sales-focused CRM for small businesses
KeapStarts at $249PayPal, Zapier, Gmail, etc.Small businesses needing automation
HubSpot CRMStarts at $15Gmail, Outlook, Zapier, etc.Growing businesses with a focus on inbound marketing
Microsoft Dynamics 365Starts at $50LinkedIn, Office 365, etc.Large enterprises and complex CRM needs
Salesforce CRMStarts at $75Google Apps, Mailchimp, Zapier, etc.Versatile, scalable CRM for all business sizes
CapsuleStarts at $18Mailchimp, Zapier, Xero, etc.Simple CRM for small businesses
Zoho CRMStarts at $14G Suite, Office 365, Slack, etc.Small to medium-sized businesses
ZendeskStarts at $55Slack, Shopify, Google Apps, etc.Customer support and sales teams
BonsaiStarts at $21QuickBooks, Zapier, Stripe, etc.Freelancers and small businesses
CreatioStarts at $25Outlook, Gmail, Zapier, etc.Medium to large enterprises
BrevoStarts at $8Shopify, WordPress, Zapier, etc.Email marketing-focused CRM
Oracle CRMContact salesMicrosoft Office, SAP, etc.Large enterprises needing extensive customization
Sugar CRMStarts at $19Outlook, Gmail, Zapier, etc.Customizable CRM for medium to large businesses
QuickBaseStarts at $35Google Drive, Dropbox, etc.Large businesses needing extensive customization
Method:CRMStarts at $25QuickBooks, Gmail, Outlook, etc.QuickBooks users and small businesses
NetHunt CRMStarts at $8Gmail, LinkedIn, etc.Gmail users looking for a CRM solution

18 Best CRM Software in UK: Top Picks for 2024

1. Freshsales – Best for Sales Teams

Freshsales‘s user-friendly interface has simplified the CRM duties. Sales professionals can easily manage and see the sales funnel using a simple and friendly Kanban view concept for accounts, contacts, and deals. 

freshwork - best crm software in uk

Important features can also be easily accessed through the mobile app. Advanced functionalities, such as AI-powered insights and sophisticated workflows, can be accessed (only) in the paid plans via their own defined modules.

Freshsales Top Features

  • Comprehensive management of leads, contacts, accounts, and deals.
  • Visual representation of the sales pipeline.
  • Automatic synchronization of emails for seamless communication.
  • Integrated phone system for efficient communication.

Freshsales Pros and Cons

Pros👍

  • Intuitive interface
  • Powerful features for small teams
  • Affordable pricing

Cons👎

  • Limited customization options compared to enterprise CRMs
  • May lack advanced features needed by larger businesses

💰Freshsales Pricing

PlanAnnuallyMonthly
Growth$9/user/month$11/user/month
Pro$39/user/month$47/user/month
Enterprise$59/user/month$71/user/month

2. Monday.com – Best For Project Management

Monday.com CRM offers a flexible and intuitive interface through which teams can adjust their views and workflows to match their personal needs. This board format, imitating the Kanban style, aids in enabling teamwork and verifying the team’s progress.

monday - best crm software in uk

The Monday’s free plan offers basic services like mobile applications, 200+ designs, and unlimited boards. Meanwhile, advanced features such as dashboards, automation, and integrations are only available for customers with paid subscriptions.

Monday.com Top Features

  • Highly visual and customizable dashboard.
  • Seamless integration with various apps and tools, including Google Drive, Asana, Dropbox, and more.
  • Features like file sharing, Q&A, phone, and email columns for seamless communication and collaboration.
  • Numerous project and automation templates.

Monday.com Pros and Cons

Pros👍

  • Highly customizable to fit various workflows
  • Visual boards for easy project tracking
  • Robust collaboration features

Cons👎

  • Complex compared to simpler project management tools
  • Pricing can be expensive for larger teams

💰Monday.com Pricing

Note: Monday.com offers a free version of its software for up to 2 seats.

PlanAnnuallyMonthly
Basic$9/seat/month$12/seat/month
Standard$12/seat/month$14/seat/month
Pro$19/seat/month$24/seat/month
EnterpriseContact Sales teamContact Sales team

3. Pipedrive – Best For Sales Teams

Pipedrive is a CRM designed specifically for sales professionals. It provides a unique visual sales pipeline to assist teams with lead and activity tracking and maintaining a sales growth focus. It is the perfect choice for any size team because it is affordable, robust, and user-friendly. 

pipedrive - best crm software in uk

Pipedrive offers a visible and highly customizable pipeline management platform by the sales team. If an organization wants to optimize sales operations, it can consider using staging, automation tools, or platform connectivity features available on Pipedrive.

Pipedrive Top Features

  • A drag-and-drop interface for managing deals and tracking the sales process.
  • Pipeline customization to fit their specific sales process.
  • Integration with over 350 platforms and services, including email and calendar apps.
  • Customize columns and track data.

Pipedrive Pros and Cons

Pros👍

  • Simple and intuitive interface for efficient sales management.
  • Highly customizable to fit specific sales processes.
  • Includes advanced automation and integration capabilities.

Cons👎

  • May require some time to understand and utilize all features fully.
  • Some users may find the reporting capabilities limited.

💰Pipedrive Pricing

PlanAnnuallyMonthly
Essential$12/seat/month$14/seat/month
Advanced$24/seat/month$29/seat/month
Professional$49/seat/month$59/seat/month
Power$59/seat/month$69/seat/month
Enterprise$79/seat/month$99/seat/month

4. Keap – Best For Marketing Automation

Keap is a CRM platform designed for startups and small companies to automate their marketing activities and streamline their sales and marketing operations. It is a CRM software and marketing automation tool that offers various services, such as email marketing, lead capturing, payments, and invoicing. 

keap - best crm software in uk

Keap has always been known for being user-friendly, making it ideal for organizations of any size, but it is quite expensive compared to some other basic CRM platforms.

Keap Top Features

  • Automate marketing tasks such as email campaigns, lead capture, and follow-up sequences.
  • Manage contacts, leads, and customers.
  • Visualize and manage sales pipelines with customizable stages and workflows.
  • Create custom landing pages for marketing campaigns and sales funnels.

Keap Pros and Cons

Pros👍

  • Simple and intuitive interface.
  • Includes advanced marketing automation and CRM capabilities.
  • Pricing plans are customized based on the number of contacts and users.

Cons👎

  • Limited customization options for the CRM and marketing automation features.
  • Limited integrations with other third-party apps and services.

💰Keap Pricing

Note: 14-day free trial is available.

PlanAnnuallyMonthly
Ignite$249/month$299/month
Grow$329/month$399/month
Scale$499/month$599/month

5. HubSpot CRM – Best For Marketing Automation and Integration

HubSpot CRM is one of the best customer relationship management software. It allows businesses to improve sales, handle customer relationships, and deliver excellent customer service.

hubspot - best crm software in uk

It can be useful to businesses in many sectors, including B2B and B2C enterprises. It offers various tools for email marketing, lead tracking, contact management, and sales pipeline management, among others, to maintain customer relationships.

HubSpot CRM Top Features

  • Automate marketing tasks such as email campaigns, lead capture, and follow-up sequences.
  • Visualize and manage sales pipelines with customizable stages and workflows.
  • Manage contacts, leads, and customers with a customizable CRM system.
  • Send targeted email campaigns to customers and prospects.

HubSpot CRM Pros and Cons

Pros👍

  • Simple and intuitive interface.
  • An all-in-one platform that Includes advanced marketing automation and sales pipeline management capabilities.
  • Suitable for businesses of all sizes.

Cons👎

  • Using advanced features might require help.
  • Template customization can be challenging.

💰HubSpot CRM Pricing

Note: Free tools are available for up to five users. 

PlanAnnuallyMonthly
Starter$15/month $20/month 
Professional$800/month $860/month 
Enterprise$3600/month $3600/month 

6. Microsoft Dynamics 365 – Best For Comprehensive Business Solutions

Microsoft Dynamics 365 is a cloud-based ERP and CRM platform. It offers various tools to help manage activities like operations, customer support, marketing strategies, and sales. 

microsoft - best crm software in uk

One can customize its modules depending on identified requirements, such as supply chain management and field service. Firms using other Microsoft technologies, such as Power Apps, Power Automate, and Power BI, should consider using it, as it syncs easily.

Microsoft Dynamics 365 Top Features

  • Manage sales and customer service interactions.
  • Schedule and manage field service operations.
  • Streamline supply chain operations.
  • Build custom business applications and automate workflows.

Microsoft Dynamics 365 Pros and Cons

Pros👍

  • Suitable for businesses of all sizes.
  • Allows for customization of modules and workflows.
  • Seamlessly integrates with other Microsoft tools.

Cons👎

  • May require significant training and support to utilize all features fully.
  • Higher-cost enterprise products.

💰Microsoft Dynamics 365 Pricing

Note: Free trial available for 30 days.

PlanAnnually
Customer Service Professional$50/user/month
Customer Service Enterprise$95/month/user

7. Salesforce CRM – Best For Sales Management

Salesforce CRM is one of the top-rated CRM platforms. It offers several tools for managing customer support, marketing, and sales. It includes modules that can be customized to meet specific company requirements, such as Sales, Service, or Pardot

saleforce - best crm software in uk

It is designed for business enterprises of any size, from start-ups to large multinationals. Salesforce might assist companies with data-driven decisions by using features like analytics, forecasting, and lead scoring.

Salesforce CRM Top Features

  • Sales and Marketing Automation.
  • Case management, knowledge base, and internal communication are needed to manage customer service and support interactions.
  • Pardot Marketing Automation to automate marketing campaigns and track customer journeys.
  • Seamlessly integrate with other Salesforce tools and platforms.

Salesforce CRM Pros and Cons

Pros👍

  • Advanced features such as forecasting, lead scoring, and analytics.
  • Operates on a cloud-based infrastructure.
  • Extensive integration options.

Cons👎

  • Complex to learn and use, especially for beginners.
  • Imposes data storage limits.
  • Requires stable internet connectivity.

💰Salesforce CRM Pricing

PlanAnnually
Einstein Predictions$75/user/month
CRM Analytics Growth$140/user/month
CRM Analytics Plus$165/user/month

8. Capsule – Best For Simple Contact Management

Capsule is a cloud-based CRM system meant to help businesses effectively manage contacts, opportunities, and discussions. It has been enhanced with features such as customization options, sales pipeline management, and lead and contact management systems. 

capsule - best crm software in uk

Therefore, any company can use Capsule regardless of its size or technical aspects because this application is known for its ease of use and adaptability.

Capsule Top Features

  • Contact and Lead Management
  • AI content assistant to write emails quickly
  • Sales Analytics to monitor every aspect of the sales cycle
  • Email marketing and tools

Capsule Pros and Cons

Pros👍

  • Clean and intuitive interface
  • High degree of customization.
  • Integrates well with popular applications like Gmail, Mailchimp, Xero, and Zapier.

Cons👎

  • Lack advanced features compared to more comprehensive CRM solutions.
  • Does not support multi-tenant environments.

💰Capsule Pricing

Note: Free for basic features for up to 2 users.

PlanAnnuallyMonthly
Starter$18/user/month$21/user/month
Growth$36/user/month$38/user/month
Advanced$54/user/month$60/user/month
Ultimate$72/user/month$75/user/month

9. Zoho CRM – Best For Sales and Marketing Solutions

Zoho CRM is a cloud-based customer relationship management tool that helps businesses manage sales, marketing, and customer interactions. Its features include automation, lead and contact management, sales pipeline management, and more. 

zoho - best crm software in uk

It is a comprehensive CRM system for small and medium-sized businesses that includes sales automation, analytics & reporting dashboard, omnichannel communications, collaboration tools, and a mobile app.

Zoho CRM Top Features

  • Sales Force Automation
  • Provides real-time insights about your customers
  • Lead Management to capture and identify leads
  • Accessible to businesses of all sizes

Zoho CRM Pros and Cons

Pros👍

  • Offers a wide range of features to manage sales, marketing, and customer support with competitive pricing.
  • Seamless integration with other Zoho applications and third-party tools.
  • Can be customized to meet specific business needs.

Cons👎

  • Some advanced analytics features are only available in higher-tier plans.
  • Limited integrations with third-party tools.

💰Zoho CRM Pricing

PlanAnnuallyMonthly
Standard$14/user/month$20/user/month
Professional$23/user/month$35/user/month
Enterprise$40/user/month$50/user/month
Ultimate$52/user/month$65/user/month

10. Zendesk – Best For Customer Support and Ticket Management

Zendesk is a customer service CRM platform that contains a wide range of features to enhance support operations. It can be utilized by all businesses, but it is emphasized for big enterprises that need multi-channel support, advanced automation, and dependable statistics.

zendesk - best crm software in uk

With Zendesk’s ticketing system, customers can submit requests through various channels (email, chat, phone, social media, etc.), and a ticket will be immediately created for them. This guarantees that all support requests are logged and handled in one convenient spot.

Zendesk Top Features

  • Help Desk Automation.
  • Provide customers with self-service access to FAQs and guides.
  • Centralize and prioritize customer inquiries across multiple channels.
  • Organize tickets based on specific criteria for efficient workflow management.

Zendesk Pros and Cons

Pros👍

  • Large range of features for customer service operations.
  • Streamlines workflows
  • Seamlessly integrates with other tools and platforms.

Cons👎

  • Relatively expensive for small businesses.
  • Integrating with existing systems requires technical expertise.

💰Zendesk Pricing

PlanAnnuallyMonthly
Suite Team$55/agent/month$69/agent/month
Suite Growth$89/agent/month$115/agent/month
Suite Professional$115/agent/month$149/agent/month
Suite EnterpriseContact SalesContact Sales

11. Bonsai – Best For Client Management

Bonsai is a complete business and financial management CRM system aimed at small enterprises, agencies, and individuals who work for themselves. It integrates and automates multiple business processes, such as contracts, invoices, accounting, tax preparation, and proposals.

bonsai - best crm software in uk

This business CRM Software provides a time-tracking tool that enables users to monitor their time spent on client projects and link it with invoices for billing.

Bonsai Top Features

  • Proposal and Contract Management.
  • Manage invoicing and payments efficiently.
  • Track tasks and time spent on projects.
  • Expense Tracking.

Bonsai Pros and Cons

Pros👍

  • User-friendly interface with customizable templates.
  • Facilitates team collaboration and communication.
  • Scalable to accommodate growing business needs.

Cons👎

  • Accounting features may require additional setup.
  • Payment processing times may vary and sometimes take some additional time.

💰Bonsai Pricing

PlanAnnuallyMonthly
Starter$21/month$25/month
Professional$32/month$39/month
Business$66/month$79/month

12. Creatio – Best For Automation

Creatio, a low-code or no-code CRM system, allows people who aren’t programmers to create powerful applications. Its many functions can be used in sales, marketing, or customer relationship management. 

creatio - best crm software in uk

Creatio is a great option for small to mid-sized enterprises and agencies because it is a solid and user-friendly CRM platform that helps streamline several business processes.

Creatio Top Features

  • Business Process Management.
  • No-code UI builder and drag-and-drop visual design tools.
  • Access powerful analytics tools to track performance.
  • Ensure robust data security with advanced encryption and compliance features.

Creatio Pros and Cons

Pros👍

  • Easy to use and intuitive interface.
  • Enables non-technical users to create custom applications without coding.
  • Offers competitive pricing plans with no hidden costs

Cons👎

  • Limited third-party integration.
  • Inconsistent customer service.

💰Creatio Pricing

PlanAnnually
Growth$25/user/month
Enterprise$55/user/month
Unlimited$85/user/month

13. Brevo – Best For

Brevo CRM is a comprehensive CRM platform to streamline sales, marketing, and customer service operations. It has a complete set of functions for managing contacts and customer interactions, such as email marketing, site visits, and browser alerts. 

brevo - best crm software in uk

This enables entities to establish lasting connections with their customers while driving consistent growth through data protection, incorporating marketing automation and customizable workflows.

Brevo Top Features

  • Unified Customer Journey Management.
  • Integration with Third-Party Applications.
  • Customizable Features.
  • Automate repetitive tasks and implement rules to streamline operations.

Brevo Pros and Cons

Pros👍

  • Full Integration of marketing, sales, and services.
  • Business process tool with automation capabilities.
  • Efficient workflow templates and customization options.

Cons👎

  • Some users have reported inconsistent customer service.
  • Hidden Policies.

💰Brevo Pricing

Note: Free plan available.

PlanAnnuallyMonthly
Starter$8/month$9/month
Business$16/month$18/month
EnterpriseCustom PriceCustom Price

14. Oracle CRM – Best For Sales, Marketing, and Service Solutions

Oracle CRM is an extensive CRM platform that helps businesses streamline their marketing, sales, and customer service operations. Advanced features include lead and contact management, sales force automation, analytics, and reporting to mobile CRM. 

oracle - best crm software in uk

The platform offers one unified view of consumer interactions over several channels, which helps companies give personalized responses to individuals and enhance their contentment.

Oracle CRM Top Features

  • Unified Customer Management.
  • Create personalized dashboards for sales, marketing, and customer support teams.
  • Integration with third-party applications.
  • Access detailed reports and analytics to track performance.

Oracle CRM Pros and Cons

Pros👍

  • Wide range of features for managing customer relationships.
  • Provides detailed reports and analytics.
  • Offers mobile phones access to CRM data.

Cons👎

  • Limited Third-Party Integration.
  • Can be difficult for non-technical users to use the platform effectively.

💰Oracle CRM Pricing 

  • Contact Customer Support

15. SugarCRM – Best For Marketing Automation

SugarCRM is a complete CRM platform created to make marketing, sales, and customer service processes more efficient. It is possible to customize SugarCRM according to a company’s needs because it’s extremely flexible, including features like mobile CRM, marketing strategies, customer support, sales force automation, and collaboration. 

sugarcrm - best crm software in uk

This platform is popular because its underlying software is open-source, with many user-driven improvements or adjustment options.

SugarCRM Top Features

  • Automates sales processes, including lead assignment, approvals, and customer emails.
  • Customer support automation.
  • Open-source, allowing for extensive user-driven modifications and enhancements.
  • Enables team collaboration through email integration.

SugarCRM Pros and Cons

Pros👍

  • Highly Customizable.
  • Offers powerful reporting features. 
  • Mobile apps for iOS and Android.

Cons👎

  • No free plan.
  • Limited User Interface seems outdated.

💰SugarCRM Pricing

PlanAnnually
Essential$19/user/month
Advanced$85/user/month
Premier$135/user/month

16. QuickBase – Best For Process Management

QuickBase is a cloud-based, low-code CRM platform that allows people to develop personalized applications and automate workflows without an in-depth understanding of coding. It has a visual interface using drag-and-drop tools like form builders for creating user interfaces, defining data fields, or linking tables together. 

quickbase - best crm software in uk

Individuals can modify and access data concurrently through QuickBase’s team collaboration features that enable multi-user accessibility. It provides tools for data integration and reporting, as well as a dashboard for displaying information and deriving insights.

QuickBase Top Features

  • Custom Application Building with minimal coding.
  • Generate reports and create interactive dashboards.
  • Manage data efficiently through role-based access control.
  • Integrate with various tools and platforms.

QuickBase Pros and Cons

Pros👍

  • Easy to Use.
  • Offers extensive customization options.
  • Custom workflows and real-time collaboration.

Cons👎

  • Creating dynamic forms can be complicated.
  • Retrieving data from connected tables can be difficult.

💰QuickBase Pricing

Note: Free trial available.

PlanAnnually
Team$35/user/month
Business$55/user/month
EnterpriseCustom Price

17. Method:CRM – Best For Lead Management

Method:CRM is a cloud-based CRM system that uses QuickBooks and is designed to target users in small and medium-sized businesses. It offers a self-service portal that allows full customization of how leads are managed and operations automated, in addition to customer support, such as client feedback. 

methodcrm - best crm software in uk

QuickBooks and Method:CRM integrates so nicely that the whole organization can now rely on one data source. Its vast range of functions and user-friendly interface design allows organizations to optimize their customer service processes and marketing campaigns.

Method:CRM Top Features

  • Customizable CRM.
  •  QuickBooks Integration.
  •  Supports mobile devices for on-the-go access.
  • Offers an API and integrates with various applications.

Method:CRM Pros and Cons

Pros👍

  • Users have reported a good overall experience with the platform.
  • Integrates well with QuickBooks and other applications.
  • The platform is relatively affordable.

Cons👎

  • Users have reported that the platform is prone to error.
  • Doesn’t offer all the features that large businesses require.

💰Method:CRM Pricing

PlanAnnuallyMonthly
Contact Management$25/user/month$28/user/month
CRM Pro$44/user/month$49/user/month
CRM Enterprise$74/user/month$85/user/month

18. NetHunt CRM – Best For Sales Team

NetHunt CRM is a feature-rich customer relationship management tool built for sales professionals who use Gmail. It interacts seamlessly with Gmail and other Google Workspace apps to ensure that an entire company has a single source of information. 

nethunt - best crm software in uk

Through NetHunt CRM, the entire sales process is automated, including collecting webform leads, assigning new ones to respective supervisors, scoring them based on actions or behavior, and then setting up campaigns.

NetHunt CRM Top Features

  • Lead Capture and Contact Management
  • Integration with Gmail.
  • Automatically links email conversations to client profiles.
  • Custom Pipelines.

NetHunt CRM Pros and Cons

Pros👍

  • User-friendly interface.
  • Automates the entire sales process.
  • An affordable option for small and medium-sized businesses.

Cons👎

  • Limited Customization Options
  • Users have experienced data migration issues

💰NetHunt CRM Pricing

PlanAnnuallyMonthly
Basic$8/user/month$10/user/month
Basic Plus$12/user/month$14/user/month
Business$16/user/month$20/user/month
Business Plus$23/user/month$28/user/month
Advanced$32/user/month$40/user/month

Benefits of Using CRM for Your Business

Some of the key benefits of using CRM for your business are discussed below:

1. Enhanced Customer Relationships

CRM systems provide an in-depth account of previous client transactions as a key benefit, enabling more personalized conversations and an enhanced understanding of their needs. This consequently leads to increased customer satisfaction and business relationships.

2. Improved Sales

CRM software automates follow-ups, pipeline management, lead scoring, and other processes to streamline sales operations. The marketing teams can potentially boost conversion rates by targeting the right audience and tracking campaign effectiveness.

3. Improved Customer Retention

CRM software gives an overview of a client’s behavior and inclination, which can be beneficial to maintaining customer satisfaction. Hence, various features such as targeted offers, loyalty programs, and automatic follow-ups can ensure increased customer retention.

4. Centralized Data Management

A CRM system serves as a fully centralized client data store that can be accessed by any department within the organization. This allows better choices, reduces repetition in data entry, and increases information quality.

5. Increased Productivity

Automating repetitive tasks in business CRM, such as data entry, follow-up reminders, and report generation, may allow employees to focus more on strategic activities, thus improving overall efficiency and production.

How to Choose the Right CRM System for Your Business?

Some of the considerable factors in choosing the right CRM system for your business are:

1. Identify Your Business Needs

When choosing the most suitable CRM system, you must understand your business needs. This involves recognizing what your company is after and the issues that should be addressed and solved by using a CRM system. You must also consider your company’s end goals, such as increasing sales, filling the sales pipeline, tracking customer journeys, and improving services. 

2. Evaluate Key Features

Create a list of the essential, preferred, and required features so you don’t miss out on them. Also, remember that it should have comprehensive CRM features like lead and contact management, tracking sales funnel, forecasting and reporting, email and workflow automation, mobile apps, customer support tickets, and many more. 

3. Integration Capabilities

Ensure your phone system, email, and other business tools can integrate with the CRM. Consider a CRM system with pre-built integrations or open APIs to save time and increase productivity. Incorporating integration capabilities will enhance data accuracy, reduce human errors, and automate tasks. 

4. Evaluate Support and Training

When selecting a CRM system, effective support and training must be considered because they ensure smooth implementation, lead to high user adoption, and maintain system performance. Effective training minimizes acquisition rates and motivates performance enhancement, whereas top-notch support services provide speedy troubleshooting and personalized assistance. 

5. Consider Data Security & Compliance

Important components for a strong CRM include advanced security features such as encryption, access restrictions, and regular security audits. Properly following relevant regulations like HIPAA and GDPR is also an integral part of this. This ensures that your company is not involved in any legal issues that might arise due to non-compliance with these regulations.

Conclusion

Every CRM system has its own focus, such as lead generation, customer support, marketing automation, or project management characteristics, so it’s important to look for a CRM system that suits your business requirements. 

Therefore, Consider the best, most relevant CRM software for sales teams, such as HubSpot, Zoho CRM, and Freshsales in the UK. You can choose the best out of the best by considering and comparing the major factors like prices, features, and pros and cons. These software programs offer strong customer service features to streamline your business’s customer support operations.

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Dinesh Silwal

Dinesh Silwal is the Co-Founder and Co-CEO of KrispCall. For the past few years, he has been advancing and innovating in the cloud telephony industry, using AI to enhance and improve telephony solutions, and driving KrispCall to the forefront of the field.

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