CRM SaaS are the newest form of software that help enterprises manage their relationships with customers. They streamline processes, stay connected to customer needs and improve profitability by improving business relations through effective contact management.
CRM SaaS companies provide tools to help businesses better understand their customers and meet or exceed expectations. They also make it easier for companies to automate customer-facing tasks like marketing, sales, and customer service.
CRM SaaS is a business strategy that companies use to keep track of and nurture relationships with their customers. A CRM can be interpreted as the technology they use, but it’s more than just an app.
Benefits of Using a CRM SaaS
CRM SaaS are now designed to provide a 360-degree view of customers. That means customer service reps can have better and more personalized conversations with them by keeping an up-to-date record of contact information, like email addresses or phone numbers, as well as interactions through social media etc.
A CRM SaaS is a powerful tool that can automatically pull contact information, interaction history and individual preferences. It allows reps to see details about customers which would have been impossible without it because of the amount of manual work involved in contacting them or even using old-school methods.
CRM SaaS are used to track all information in one place, which allows users to establish long-term relationships with their customers. CRM benefits the different business functions including sales, marketing and customer service.
- Centralized storage and access of large amount of prospect/customer data
- Real-time availability of information
- Improved contact management
- Integrated and accurate sales forecasting
- Better team collaboration
- Improved productivity
- Improved marketing ROI
- Reduced administrative tasks
- Streamlined workflows
- Effective sales pipeline management and better visibility
- Reliable reporting
- Easily digestible and organized data
- Improved sales metrics
- Customer retention and increase in customer satisfaction
- Unprecedented insight into customer behavior
- Enhanced products/services
- Personalized insights
- Delivery of personalized experiences
CRM SaaS vs. Sales Management Solutions
A sales management software (link to best sales management software) is a tool that helps managers manage their teams and efficiently track progress. A CRM SaaS, on the other hand, provides customer information but does not include all of the tools needed for effective monitoring.
Though CRM SaaS and sales management systems share some commonalities, they also offer unique features. For example, while a CRM might provide lead generation capabilities, it may not be equipped to handle the complex needs of managing large-scale teams or processes that require in-depth data analysis.
Scope of CRM SaaS
CRM SaaS are typically used by large organizations and enterprises that want a comprehensive solution for effectively managing customer relationships. It allows customer services, sales and marketing teams to store, access and manage important data about their customersclients including contact info, leads generated from those contacts or other sources of prospects such as email lists. SaaS based CRM software also offers core functionalities like the ability to view which stages in the sales process each client is at so they can offer appropriate levels of service while providing information on all previous interactions with them.
- Contact management
- Lead management
- Email integration
- Marketing integration
- Business intelligence and reporting
- Workflow automation
- Task management
Scope of Sales Management Systems
Sales management software are often used in conjunction with contact management and sales force automation tools. The functionality of a typical SM program includes:
- Sales forecasting
- Task scheduling/tracking
- Daily workflow management including task scheduling and meetings
- Analytics and performance tracking
- Opportunity management
- Quote management
- Pipeline management
- Order management
One-premises vs. SaaS CRM Solutions
Cloud-based software are becoming increasingly popular because of their low initial cost, flexibility and scalability. Gone are the days when these advanced technologies were limited to large enterprises or organizations with deep pockets. Now small businesses can also benefit from cloud solutions without having to invest heavily in hardware, software and maintenance.
Cloud-based CRM SaaS offer many benefits over traditional on-premises solutions, such as lower upfront costs and no need for expensive upgrades.
- Rapid deployment
- Low initial cost
- Automatic and across-the-board updates
- Highly scalable
- Accessible from anywhere, using almost any device
- Low maintenance costs
- A variety of pricing options
- Predictable long-term pricing
- Centralized, up-to-date and reliable data
- Remove physical barriers for remote workers
Who Should Use a CRM SaaS?
If your business is in need of the best SaaS CRM to organize data, you should consider one that integrates with multiple departments.
The use of CRM SaaS also provides a way for companies to turn their insights into results and understand the effectiveness of marketing and sales campaigns. This system automates tasks that take up time, which allows employees to focus on providing great customer service instead.
In order to offer the best service and products, it is essential for a business to have an understanding of what their customers want. CRM SaaS can help with inter-departmental transparency because they allow companies looking for more customized engagements from potential clients.
Top 10 CRM SaaS
CRM SaaS are created to meet the needs of different types of businesses. CRM’s should be chosen based on budget, business requirements and functionalities before anything else.
There are a number of CRM SaaS that have been put on the top 10 list for different business sizes and types. It is worth mentioning, however, there is no one-size-fits all solution when it comes to CRM systems so businesses need to evaluate what they want in their system before making any decisions.
1. Salesforce Sales Cloud
Salesforce has over 100,000 customers and offers the range of functionalities that enterprises need to manage customer relationships. The company can help streamline how a business connects with prospects or existing clients. However, Salesforce is not as beginner-friendly because it comes with an advanced feature set which means large businesses will be more suitable for this product.
The Essentials plan for small businesses is $25user per month (annual billing) and includes the basics like contact, account, opportunity and lead management. The Professional Plan costs $75 per user per month with advanced features such as collaborative forecasting; Enterprise costs 150 dollars a person but offers workflow automation; Unlimited plans are 300 bucks monthly with additional automated services.
Key features and capabilities
- Contact management
- Lead and opportunity management
- Account management
- Email integration
- Rules-based scoring
- Lead registration
- Collaborative sales forecasting
- Customizable sales process
- Tasks management
- Sales forecasting
- Order and quote management
- Advanced reporting and real-time insights
- Workflow/approval automation
- Mobile app
2. Oracle CX Cloud Suite
Oracle CX (Customer Experience) suite is a comprehensive set of functionalities that help businesses increase revenues and close more deals. It has adaptive intelligence, which gives sales teams the information they need to be successful.
The solution offers a suite of apps that help companies deliver outstanding customer experiences and gain an edge over their competitors. Pricing is available on request, but it varies depending on the number of users you need to cover and how much work needs to be done.
Key features and capabilities
- Marketing Cloud
- Commerce Cloud
- Engagement Cloud
- Service Cloud
- CPQ Cloud
- Subscription Management
- Loyalty Cloud
- Social Cloud
- Data Cloud
- CX Platform and Industry
3. Microsoft Dynamics 365
The CRM offers a variety of solutions to suit different needs. It includes advanced features such as social insights, business intelligence and seamless integration with Microsoft productivity apps. The solution unifies data from across the company in order to make intelligent decisions about what is happening at any given time.
Pricing starts at $115 per user, but for more functionality and scalability the Unified Operations Plan is available with Dynamics 365. The difference between these two plans are that one includes finance and operations while the other offers even more features.
Key features and capabilities
- Sales and customer services
- Finance and operations
- Talent management
- Retail management
- Project service automation
- Marketing
- AI-driven insights
- Microsoft Forms Pro
- Power Apps
- Office 365 and LinkedIn integration
4. SAP Service Cloud
The company provides a new solution that eliminates the gap between customer service reps and back-office processes. The front office team is now able to deliver consistent, personalized experiences.
In the era of omnichannel engagements and gamification techniques, SAP Service Cloud has a variety of features that can be scaled as needed. Businesses have access to Artificial Intelligence enabled self-service options where they don’t need to rely on people for support all the time.
Key features and capabilities
- End-to-end service execution
- Intelligent scaling
- AI and language technology
- Preconfigured bots
- Service tickets and tasks optimization
- Automated fact-finding
- Self-service options
- Routing, prioritization and categorization through deep learning
- Gamification techniques
- Real-time feedback
5. Hubspot CRM
HubSpot is a CRM SaaS that is perfect for small and medium businesses because it offers more than just the basics. It’s free, which means those who can’t afford a comprehensive software package have access to some very helpful tools.
There are a lot of free CRM SaaS tools that can help you manage your contacts, website activity and deals. Marketing is also important to keep in mind when looking for sales software. You should take into account features like HubSpot’s marketing automation capabilities or pop-up forms if you’re interested in the best email campaigns.
The main reason why HubSpot offers a CRM SaaS and other tools for free is because they open up businesses to its paid solutions. These include the HubSpot CMS, SalesHub, ServiceHub and MarketingHUB. It’s important that you research what these costs are before going with their offered tool so as not to be surprised when it comes time to pay.
Key features and capabilities
- Free forever CRM SaaS and tools
- Unlimited users
- Up to one million contacts/companies
- Contact management
- Tasks and activities
- Forms/pop-up forms
- Email marketing
- Ad management
- Live chat and conversational bots
- Team email
- Ticketing
- Calling
6. Zoho CRM
Zoho offers different editions of its CRM, which includes Zia- a sales assistant powered by artificial intelligence that provides customers with the information they need. It also has features such as real time responses and one click dialing so CS teams can respond in real time.
CRM software enables CS teams to have a more streamlined social media presence by having one centralized place for all profiles. This way, brands can use the CRM SaaS as an outlet to post updates and offers across multiple platforms including Facebook and Twitter without getting too overwhelmed with information.
The CRM SaaS can be integrated with other software including Office 365, Zendesk, G Suite and LinkedIn. The pricing plan includes (billed annually)
The free edition of our software is a great way to try out the product. You can use it for up to three users and get full access without having any limitations on its features.
Starter: $8user per month (10,000 records), basic custom fields and reports
Standard: $12user per month, scoring rules, workflow conversion and email insights.
With a professional plan, you can pay $20 per user for unlimited records and real-time notifications. In addition to that, they offer macros and Webhooks which allow users to automate their workflow.
Zia is a conversational AI that helps salespeople to manage their inbox, see the entire customer’s journey in one view and analyze data
The most expensive of the three services is Ultimate, which costs $100 per usermonth. It includes advanced functionalities and data enrichment as well as advanced customization.
Key features and capabilities
- Custom fields and web forms
- Social CRM
- Roles and profiles
- Scoring rules
- Email insights
- Workflow Conversion
- Real-time notifications
- Process management
- Macros
- Inventory management
- Tags and Groups
- Custom reports
- Webhooks
- Conversational AI
- Multi-user portals
- Visual CRM view
- BI tools
- Auto responders
- Email sentiment
- Automation suggestions
- Dedicated database cluster
7. Insightly CRM
The Insightly CRM SaaS software is a small and medium business customer-relationship management tool that helps businesses connect with customers in the most personalized way possible. The program offers features such as lead routing, workflow automation, email management and more to help streamline their processes.
This CRM SaaS is easy to use and intuitive, which makes it an excellent choice for small businesses. It has all the features of a top-tier CRM like task management and tracking without any advanced functions that would make larger companies think twice about investing in Insightly.
Insightly is a software that can be seamlessly integrated with many different apps, such as Office 365 and G Suite. It starts at $29usermonth for the Plus Plan (billed annually), but more robust plans are available for Professional ($49) or Enterprise users ($99).
Key features and capabilities
- Automatic lead routing
- Workflow automation
- Multi-step processes
- Email management
- Real-time email delivery tracking
- Relationship linking
- Custom apps
- Data visualizations
- SOC 2 Type II compliant, Single-sign-on
- Support for 2-factor authentication
- GDPR Compliance
8. Nimble CRM
Nimble is a CRM SaaS that integrates with Gmail and Outlook, which makes it easy to manage deals, update contacts, access insights on social media interactions all from the comfort of your inbox. Nimble also provides quick prospecting tools as well as data analysis for business owners who are looking for an alternative to other heavy-duty CRM SaaS.
With a CRM SaaS, businesses can put all of their data in one place and easily sort through it. This saves them time on manual labor because they don’t have to maintain spreadsheets or find contacts elsewhere.
Nimble offers a simple pricing structure of $19usermonth for the Nimble Business plan billed annually or $25user$ month for monthly billing. However, this simplicity can be an issue if you are not using all features and have to pay even though they will never need them.
Key features and capabilities
- Unified message inbox
- Contact management
- Up to 25,000 contact records (unlimited upgrades)
- 2 GB/user storage
- Data enrichment
- Marketing and outreach
- Email and activity tracking
- Prospecting
- Pipeline management
- Sales forecasting
- Reporting
- G Suite and Outlook Ad-in
- 2-way sync with over 160 apps
- API Access
9. Base CRM/ ZenDesk Sell
Previously known as PipeJump and Future Simple, Base CRMZenDesk Sell is a comprehensive sales automation solution that covers pipeline management, email and phone communication, sales forecasting and reporting. Automated scoring rules make lead prioritization easier by helping to identify the most valuable leads for your team.
The intuitive UI in this CRM offers complete visibility into the sales pipeline and keeps teams updated with accurate, relevant information. The customization options allow users to include leads or records of deals that are still in progress for an overview of what is happening at any given time.
The CRM SaaS is integrated with a variety of systems, including Zendesk, Slack and HubSpot. Pricing varies depending on the type of business.
Team: $19/seat/month
Professional: $49/seat/month
Enterprise: $99/seat/month
Elite: $199/seat/month
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- Pipeline management
- Lead and opportunity management
- Automated scoring rules
- Full-funnel analytics
- Enterprise-grade mobile apps
- Personalized, bulk emailing
- Sales forecasting and reporting
- Task automation
- Customized notifications
- Advanced permissions
- Advanced call analytics
10. Apptivo CRM
CRM SaaS is a great option for companies that need to customize their CRM system, which includes invoicing and project management. The platform can be integrated with other software like Office 365 or G Suite.
The Starter plan costs nothing, allows up to 3 users and 500MBbusiness. The Premium plan offers more advanced features i.e.,3GB per user, 2,000 API calls or 1 million emails (billed annually).
This plan is priced at $20usermonth (billed annually) and includes 10 GB of storage, 20,000 API calls per user, 3.000 emails for each user with third-party services integration. Pricing for the Enterprise plan can be obtained by quote and it comes equipped with 5k email space per person , a dedicated instance to use which you are able to customize as well as an account manager who will help configure everything.
Key features and capabilities
- Lead capturing
- Territory management
- Sales planning
- Work orders and field service
- Leads and opportunity management
- Contact management
- Sales tracking
- Billing
- Project management
- Tasks management
- Online involving
- Ticketing system/web help desk
- Email campaigns
- Procurement
