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10 Best Operational CRM Systems for 2024



Best Operational CRM systems

In the current world of business and commerce, customer relationship is the key to success. However, developing and maintaining those relationships can be rather complex. 

That’s where Operational CRM systems come in!

Each of these apps is intended to accelerate your business’s sales activity, drive efficiency, and provide your representatives with the capacity to deliver first-rate customer care. 

In this blog, you will learn about operational CRM systems to enhance your business.

🔑 Key Highlight

  • Operational CRM systems streamline day-to-day business operations related to customer interactions, focusing on improving customer service, sales, and marketing processes.
  • Hubspot is best for small to large businesses, offering features like marketing automation, sales automation, customer service, and reporting & analytics, starting at $20/user/month.
  • Monday Sales CRM is part of the ecosystem and offers pipeline management, lead tracking, team collaboration, and customizable dashboards to streamline sales processes.
  • Understanding your business needs and objectives is crucial when choosing the right operational CRM system, including sales processes, marketing strategies, and customer service needs.

What are Operational CRM Systems?

Operational Customer Relationship Management (CRM) systems are tools designed to streamline the day-to-day operations of a business related to customer interactions. The primary focus of operational CRM is on automating and improving processes that directly affect customer service, sales, and marketing.

It is focused on the improvement of customer experience, increase in organizational productivity and sales performance since customer engagements are well managed.

These operational CRM programs are linked with other business management tools and data bases to present an consolidated picture of all customer related activities further aiding in efficient decision making as well as to provide customer serve- tailored. These linkages provide the links of communication flow that help customer-oriented departments for instance sales, marketing and customer service to be informative.

10 Best Operational CRM Systems for 2024

Here are 10 of the best operational CRM systems for 2024:

CRM SystemFeaturePricing Best For
HubspotMarketing automation, sales automation, customer serviceStart with $20/user/monthSmall to large businesses
PipedriveVisual pipeline management, sales automation, mobile appStart with $12/user/monthSmall to medium-sized businesses
Bitrix24CRM, project management, website builderStart with $49/user/monthSmall to medium-sized businesses
FreshsalesAI-powered insights, sales automation, customizable dashboardStart with $19/user/monthmall to medium-sized businesses
CopperG Suite integration, automation, customizable pipelineStart with $9/user/monthSmall to medium-sized businesses
Monday SalesCustomizable templates, automation, integrationsStart with $12/user/monthSmall to large businesses
InsightlyProject management, email tracking, lead routingStart with $29/user/monthSmall to medium-sized businesses
Zoho CRMSales automation, analytics, customizationStart with $20/user/monthSmall to large businesses
ZendeskSales automation, analytics, customization
Start with $69/user/month
Small to large businesses
CapsuleContact management, sales pipeline, task managementStart with $18/user/monthSmall businesses and startups

1. Hubspot

HubSpot is a cloud-based customer relationship management (CRM) platform designed to help businesses manage their sales, marketing, and customer service from one place. It provides a full range of tools and features for controlling each stage of the buyer’s journey, from pulling guests to closing customers.

Hubspot as Operational CRM System

HubSpot is considered as your central base of customer relationships. With tools for both marketing (like email, social media management) to targeting customers with compelling content. It undoubtedly assists the sales and customer service as well, as it tracks touchpoints and assist in customer support.

However, there is a free tier, but if you are interested in more robust features then you will have to pay for a plan. Above all, HubSpot does everything it can to simplify customer inter-connectivity all in the same place.


  • Marketing Automation: Email marketing, landing pages, forms, social media management
  • Sales Automation: Contact management, lead scoring, pipeline management, sales forecasting
  • Customer Service: Live chat, help desk, knowledge base, customer feedback tools
  • Reporting & Analytics: Customizable dashboards, reports, and insights


  • User-frendly interface
  • Integrates well with other Hubspot tools
  • Wide range of features
  • Excellent customer support


  • Limited Customization
  • Advanced features are in a paid plan


Free ToolsStarter Customer PlatformProfessional Customer Platform

2. Pipedrive

Pipedrive is an easy to use Customer Relationship Management (CRM) software that is highly powerful and can help sales team manage leads & deals, track communication, and automate sales processes all in one place – your CRM pipeline.

Some of it is lead management, some of it is deal management, some of it is sales process visualization, some of it is just about communication and collaboration, tracking sales performance, and integrations with other tools and platforms.

pipedrive as Operational CRM System

Pipedrive is unique in that it is a sales-specific piece of software, aimed at sales teams and their processes. Think of it as a visual funnel in which you pass potential leads along stages of the sales process. Pipedrive. sales deal review : salesmen used to have every deal at a glance, know where they at, and how much time was needed to finish it. 

It also provide tools to set goals and check performance to close more deals. Unlike HubSpot, Pipedrive is single purpose software and concentrates specifically on sales-related activities, making it a great tool for streamlining your sales pipeline and boosting sales team productivity.


  • Visual pipeline management: Drag-and-drop interface for managing deals
  • Sales automation: Lead scoring, email templates, task automation
  • Contact management: Centralized database for customer information
  • Reporting & Analytics: Insights into sales performance, deal progress, and pipeline health


  • Simple and intuitive interface
  • Easy to navigate
  • Powerful sales pipeline management
  • Affordable pricing


  • Limited marketing feature
  • No free trails
  • Customer support can be slow


EssentialAdvanced ProfessionalEnterprise

3. Bitrix24

Bitrix24 is an online free CRM platform that helps to perform and optimize various sales and client operations. Lead generation, sales pipeline management, and sales automation tools remain among the utility offerings of the company, along with communication, collaboration, and workflow solutions. 

Bitrix24 as Operational CRM System

There is also an efficient management of the sales pipeline, where businesses can decide the number of stages and manage lead, while at the same time it has the functionality of streamlining automation to enhance the sales processes and they also have measures in place to protect data.

With the help of Bitrix24, it is possible to connect with web forms, social networks, phone calls and other sources to obtain leads and track communication processes across different channels. It also encompasses professionally determined sales automation tools like rules and triggers, automated sales funnels, and third-party applications to sell to increase the chance of conversion.

 Also, the Sales and CRM module of Bitrix24 includes a special analytical section and flexible reporting tools for monitoring significant sales and performance indicators and effective employees’ productivity.


  • CRM: Contact management, lead scoring, pipeline management, sales automation
  • Project Management: Task management, time tracking, collaboration tools
  • Social Intranet: Communication tools, forums, document sharing
  • Marketing Automation: Email marketing, landing pages, forms, social media management


  • Highly customizable 
  • Free plan available
  • All in one platform
  • Comprehensive suite


  • Steep learning curve 
  • Can be overwhelming
  • limited integrations


👍 You May Also Like : The Benefits of Using Bitrix for Remote Teams with Cloud Telephone Systems

4. Freshsales

Freshsales is a CRM tool that focuses directly on sales professionals and these elements: lead scoring, automation, and activity streams. Freshsales CRM is a centerpiece of Sales that presents sales arrays in a command-line format. It assists them in all the aspects, they are involved either in identifying prospects to working on closing the sales.

Fresh sales as Operational CRM System

Just picture it having records of all the communications with each customer, including emails and phone calls and chats. This not only provides the salespeople full details about how the customer is going through their customer journey. Also, it helps Freshsales minimize repetitive work so that genuine salespersons will spend their time on what really counts – selling.

One of the features of the sales application is to track the sales plan, revenue expectations, and work with teammates. Therefore, of course, Freshsales is a robust CRM that is designed to provide all the necessary tools for your sales campaigns.


  • Lead Capture: Web forms, phone integration, social media lead capture
  • Sales Automation: Email sequences, task automation, lead scoring, opportunity management
  • Sales Engagement: Phone and email tracking, activity logging, sales gamification
  • Reporting & Analytics: Customizable dashboards, reports on sales performance, and pipeline insights


  • User-friendly interface
  • Good for call centers
  • Real-time analytics
  • Comprehensive reporting


  • Limited customization
  • No native email marketing tool


Free$19/user/month$49/user/monthCustom pricing
👍 Also Read : Tips To Increase Productivity With Freshsales And KrispCall

5. Copper

Copper is a CRM that integrates seamlessly with Google Workspace, offering features like contact and lead management, sales forecasting, and integration with Google products. It is designed to simplify sales processes and improve collaboration.

copper  as  Operational CRM System

Copper CRM is like a lightweight sidekick for your Google Workspace. It seamlessly integrates with Gmail and G Calendar to manage your customer relationships.  Copper helps you keep track of leads, contacts, and deals directly within your familiar Google environment. It lets you log calls, emails, and meetings, all connected to the specific customer interaction. 

 This keeps everything organized and helps you build stronger relationships with your clients. Copper focuses on simplicity and ease of use, making it a great option for smaller teams or those comfortable using Google Workspace.


  • Gmail Integration: Track emails, create tasks, and manage contacts directly within Gmail
  • Google Calendar Integration: Schedule meetings and track appointments within Google Calendar
  • Sales Automation: Lead scoring, email templates, task automation, pipeline management
  • Reporting & Analytics: Insights into sales performance, deal progress, and contact activity


  • Seamless integration with G Suite
  • User-friendly interface
  • Strong automation capabilities
  • Good customer support


  • Limited third-party integrations outside of Google ecosystem
  • Some features only available on higher-tier plans


StarterBasicProfessional Business

6. Monday Sales Sales CRM is part of the ecosystem and focuses on visual organization. It offers pipeline management, lead tracking, team collaboration, and customizable dashboards to help businesses streamline their sales processes.

Monday sales as Operational CRM System

Monday Sales CRM is like a customizable control center for your sales team.  A visual board where you can track leads, deals, and customer information all in one place. You can easily drag and drop things to fit your specific sales process.  Monday helps your team see the big picture –  who’s working on what deal, where each lead is in the pipeline and important deadlines. 

It also automates tasks and lets you collaborate with teammates directly within the platform.  This keeps things organized and efficient, allowing your sales team to focus on closing deals.  Monday Sales CRM is known for its user-friendly interface and flexibility, making it a good fit for teams who want a customizable CRM solution.


  • Visual Pipeline Management: Drag-and-drop interface for managing deals
  • CRM Automation: Lead scoring, email templates, task automation, workflow automation
  • Project Management: Task management, time tracking, collaboration tools
  • Reporting & Analytics: Customizable dashboards, reports on sales performance, and pipeline insights


  • Highly customizable platform
  • User-friendly interface
  • Strong project management and collaboration tools
  • Affordable pricing plans


  • Can be expensive
  • Learning curve for advanced features


$12/user/month$17/user/month$28/user/monthContact Sales

7. Insightly 

Insightly is a small business CRM tool that provides features like contact/lead relationship management, project management, and sales forecasting. It connects with Salesforce and enjoys mostly rave reviews regarding its simplicity.

insightly as  Operational CRM System

Insightly CRM can be compared to an all-inclusive toolbox where you can store all the necessary tools to work with your customers. It provides some tools for sales, marketing, and project management all in one environment. Leads can easily be followed and pursued, opportunities can be easily managed and salespeople can conveniently work together on a deal. On the professional level, the use of e-mail marketing strategies is beneficial for the marketers as they can schedule their e-mail campaigns and study the customer’s information on the internet .

It also has the functionality known as Teamworks, meaning that people from your team can collaborate on projects and everyone will be informed. It aligns with common applications which include Gmail and Outlook which should come in handy if you prefer not to disrupt your tool set. Thus, with these benefits that enable its scalability, Insightly may well be suitable in small business teams and in large corporations.


  • Contact Management: Centralized database for customer information
  • Sales Automation: Lead scoring, email templates, task automation, pipeline management
  • Project Management: Task management, time tracking, collaboration tools


  • User-friendly interface
  • Strong project management tools
  • Good customer support
  • Affordable pricing plans


  • Limited marketing automation features compared to some competitors
  • Some features are only available on higher-tier plans



8. Zoho 

Zoho is an international business solutions company specializing in customer relationship management solutions. They provide a range of integrated features, which easily can be utilized for customer relationship management, sales leads, and more.

Zoho as  Operational CRM System

Zoho CRM is more like the core of your client interactions in the buying cycle process. It consolidates all your sales, marketing and customers service efforts into one location, and that is very important. This means that sales, marketing, deal tracking and support can all happen from one platform. Zoho organizes data in a visually friendly way by using a sales pipeline so you can easily see what stage of the process each customer is in.

It also includes such capabilities as email marketing automation, social media integration, and functionality for producing and catering reports for gaining better understanding of customer interactions. As discussed, Zoho CRM is one of the most cost-effective options available in the market that offers a broad spectrum of features to its users; it is an ideal solution for businesses of all scales and types that have an equal need for a diverse set of CRM features.


  • Contact Management: Organize and manage customer data, including contact information, purchase history, and interactions.
  • Sales Pipeline Management: Track leads, opportunities, and deals throughout the sales process.
  • Marketing Automation: Automate marketing tasks like email campaigns and social media posting.
  • Customer Support: Manage and track customer support tickets, provide live chat and knowledge base access.
  • Analytics and Reporting: Generate insights into customer behavior and sales performance.


  • Affordable pricing plans
  • Easy to use and implement
  • Robust feature set
  • Good customer support
  • Integrates well with other Zoho apps


  • Can be overwhelming for small businesses or solo entrepreneurs
  • Limited customization options
  • Some users find the interface cluttered



9. Zendesk

Zendesk is currently among the most-used cloud-hosted CRM software applications that are centered on the sphere of customer service and support. It is particularly liked by the client due to its simplicity and fast response to tickets’ creation.

Zendesk as  Operational CRM System

Zendesk is not similar to the other ones you listed earlier in the sense that it does not have a typical CRM offering. In this case, Zendesk is an organization that major in customer service software but offers the integration of services with sales and marketing.For Zendesk, one can consider it as a kind of control center in a sense that it helps in managing customer satisfaction.

It helps manage customer support requests through channel such as email, calls and online chatting. For example, if an agent talks to a customer via call or receive his/her message, this agent will be able to review previous discussions with this customer to be more effective and courteous. It also has more options for tickets and Ticket management, Knowledge base, and setting up self-service options for customer. It is not a direct source of managing the sales pipeline; however, it can strengthen the ties between customers and the company and, in turn, enhance sales.


  • Ticketing System: Manage customer support tickets efficiently.
  • Live Chat: Provide real-time customer support through live chat.
  • Knowledge Base: Create and manage a knowledge base to answer common customer questions.
  • Customer Relationship Management: Track customer interactions and manage customer data.
  • Analytics and Reporting: Gain insights into customer support performance and trends.


  • Robust feature set for customer support
  • Good integration with other Zendesk products
  • Scalable and flexible
  • Good customer support
  • Customizable


  • Steeper learning curve
  • Pricing can add up quickly
  • Some users find the interface cluttered


Suite TeamSuite  GrowthSuite ProfessionalSuite Enterprises
$69/user/month$115/user/month$149/user/monthTalk to sales

10. Capsule

Capsule can be effectively described as a CRM that is aimed at small and mid-size enterprises (SMEs). Sieve highly acclaimed for its simplicity, with its principal functions aimed at contact management and sales pipeline.

Capsule as  Operational CRM System

Capsule CRM is similar to a contact tool with a focus placed on maintaining deep and meaningful customer relationships. Picture it managing records of your customer interactions with them, although not necessarily in the comprehensive manner some other CRM systems are able to do. Capsule awesomely enables you to consolidate your contacts, emails, notes and call history thus offering you the full history of the customer. 

It enables you to sort various tasks and create notifications for keeping the follow-ups with customers. Its interface is quite intuitive and it is easy to navigate through the application – a reasonable choice for those companies that have limited time or resources to spend on familiarizing themselves with a CRM system. In this case, it can be a more simple solution, that have fewer features compared to more complex CRM systems.


  • Task Management: Organize and assign tasks to team members, ensuring nothing falls through the cracks.
  • Email Integration: Directly manage emails within the CRM, linking them to contacts and deals.
  • Inventory Management: For retail and e-commerce businesses, track inventory levels and manage stock.
  • Reporting and Analytics: Gain insights into your sales performance and customer interactions.
  • Deal Tracking: Track sales opportunities and manage deals through the sales pipeline.


  • Easy to use and implement
  • Affordable pricing plans
  • Good integration with other apps and tools
  • Customizable
  • Good customer support


  • Limited feature set compared to other CRMs
  • Not suitable for large enterprises
  • Limited reporting and analytics capabilities


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Things to consider while choosing the Right Operational CRM System for Your Business

Choosing the right operational CRM system is like finding the perfect toolbox for managing your customer relationships. Here’s a breakdown of the key factors to consider:

  • Business Needs and Objectives: The first step in choosing the right operational CRM system is understanding your business needs. This includes your sales processes, marketing strategies, and customer service needs.
  • Integration: The CRM system should be able to integrate with existing systems like email, ERP systems, marketing automation tools, etc. This will allow for seamless data flow and increased efficiency.
  • Scalability: The CRM system should be able to grow with your business. It should be scalable to accommodate an increasing number of users and increased data load.
  • User-Friendliness: The system should be easy to use for all employees. A complicated system can lead to confusion, mistakes, and reduced productivity.
  • Customization: The system should be customizable to fit your business needs. This includes custom fields, workflows, reports, etc.
  • Mobility: If your workforce is mobile, then the CRM system should be accessible from any location and on any device.
  • Security: The system should have robust security measures in place to ensure that your customer data is not compromised.
  • Pricing: The cost of the system should fit within your budget. It is also important to consider the total cost of ownership, including implementation, training, and ongoing maintenance costs.


Operational CRM systems are software tools designed to streamline and automate tasks involved in managing customer interactions across your sales, marketing, and customer service departments the ideal CRM for you depends on your specific business needs and budget.  

So, take some time to explore the options we discussed, consider the factors you learned above, and choose the system that will empower your team to build stronger customer relationships and drive long-term success. 

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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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