CRM Software Reviews

Read Reviews Of Small Business CRM Software

One of the best ways to familiarize yourself with CRM software, and to get a feel as to whether you want to spend your time going the next step and actually evaluating the CRM, is to read reviews.

These reviews have either been conducted by ourselves, our readers or independent CRM reviewers.

Please note that several of the reviews refer to older versions of CRM products (it’s hard to keep up!), so we do rely in part on our website visitors to pass on their own findings, both positive or problems they’ve encountered, so that others can benefit.

Top CRM Reviews

Capsule CRM

4.5

Capsule does an amazing job of putting so much functionality into such an inexpensive, simple relationship management tool…

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Infusionsoft

4.5

Excellent web based CRM solution for small to medium companies seeking a comprehensive and reliable CRM. InfusionCRM is a…

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amoCRM

4.5

amoCRM is a feature rich online hosted CRM system made for even the most novice users to be able to master. It …

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Cloud CRM Reviews

Infusionsoft

4.5

A solution for small to medium companies seeking a comprehensive, reliable CRM tool. InfusionCRM is a sophisticated, all-in-one CRM solution…

Excellent solution for small to medium companies seeking a comprehensive, reliable CRM tool. InfusionCRM is a sophisticated, all-in-one CRM solution, so you can finally avoid exchanging data across different systems and provides support for shopping cart and sales transactions, auto-responders and product information.

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Capsule CRM

4.7

If you use Google Apps, Gmail, Android, BB or iPhone Smartphones, CapsuleCRM warrants your closer inspection. Fast, stable, a functional list of CRM features, a disciplined…

If you use Google Apps, Gmail, Android, BB or iPhone Smartphones, CapsuleCRM warrants your closer inspection. Fast, stable, a functional list of CRM features, a disciplined, easy-to-use and customisable User Interface (UI) and an on-the-ball development team prolifically bringing out new features.

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amoCRM

4.5

amoCRM is an feature rich online hosted CRM system made for even the most novice users to be able to master. It produces insightful results for those with a minimal knowledge…

amoCRM is an feature rich online hosted CRM system made for even the most novice users to be able to master. It produces insightful results for those with a minimal knowledge of technology and its uses. The analytic tools, and the graphs that they produce, are easy to interpret, and can also show where in the consumer buying process customers are dropping off allowing users an opportunity to make adjustments to keep this from happening. For those that realize the potential and immediate affects this system will have on their business, the next step would be to choose the price plan that works best for the company’s needs. Sales staff are available to answer any questions and to help users decide which plan suits their needs the most. Plans can be up or downgraded at any time.

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On Premise CRMs

Infoflo

4.5

InfoFlo has none of the traditional complexities of CRM products. Users often get stuck between…

InfoFlo has none of the traditional complexities of CRM products.User often get stuck between overpriced feature rich CRMs and CRMs with limited functionality. InfoFlo gives users the best of both worlds by providing a feature rich CRM at a fair price which includes free upgrades for life. This allows users and their staff to easily manage all of their customer relationships in one easy to use interface showing important information needed at a glance. Pricing starts at $99 per user licence. A free trial is available.

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Act!

4.5

We feel obliged to mention ACT!, as it is arguably the most popular Contact Manager out there. But ACT! lost…

We feel obliged to mention ACT!, as it is arguably the most popular Contact Manager out there. But ACT! lost market share after releasing a couple of flawed Act! upgrades. ACT! scales up to about 50 users, and is not shy in its demand for processing power.

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Commence CRM

0

Commence offers an on-premise or cloud based CRM solution for businesses having 5 to 200 users…

Founded in 1988 and one of the longest standing CRM vendors out there, Commence offers an on-premise or cloud based CRM solution for businesses having 5 to 200 users. It consists of multiple applications including sales ($19/user per month), marketing ($25/user per month) and project management ($25/user per month).

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Industry Specific CRMs

Booker

An industry specific CRM for the Beauty/Wellness Industry

Booker understands the challenges business owners face. Booker provides the tools needed in one cloud-based platform…

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RapidFunnel CRM

An industry specific CRM for Multi Level Marketing (MLM)

Certain tools are critical to your success in today’s direct marketing environment. See what RapidFunnel has to offer…

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Funnel CRM

An industry specific CRM for Freelancers

Funnel CRM was designed for small businesses and solo freelancers who do not want to deal with complicated systems…

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Free CRMs

Infoflo

4.5

Not exactly a free CRM, but with only one small payment for life, it almost is! Infoflo is a contact management system with none of the complexities of CRM products…

Not exactly a free CRM, but with only one small payment for life, it almost is! Infoflo is a contact management system with none of the complexities of CRM products. This feature rich system empowers users to manage large amounts of information without losing any of its reliability or usability. Infoflo enables users and their staff to easily manage all of their customer relationships in one easy to use interface showing important information needed at a glance. Pricing is $99 per user, a one-time cost, and includes free updates for life. They offer a free Trial.

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Really Simple Systems

4.5

Really Simple Systems has everything you need to manage your customers, prospects and sales pipeline. It has all the CRM features and functionality of their award winning Enterprise..

Really Simple Systems has everything you need to manage your customers, prospects and sales pipeline. It has all the CRM features and functionality of their award winning Enterprise Edition, just limited to two users and 100 companies. It is web based and is free, forever. If you need more data or advanced features then you can upgrade to their Premium or Enterprise editions.

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Bitrix 24

4.5

Bitrix24 is fast taking over the mantle of Most Popular Free CRM. Their feature-rich, free forever plan is not crippled in any respect unlike virtually all the other so-called free CRMs…

Bitrix24, with over 500,000 users, is fast taking over the mantle of Most Popular Free CRM. And not suprisingly – their feature-rich, free forever plan is not crippled in any respect, (except for a limit of up to 12 users and 5 Gb of data storage) unlike virtually all the other so-called free CRM’s. All your CRM records (leads, companies, contacts, deals, invoices, quotes) are unlimited, as well as unlimited custom fields. You also have a free email marketing engine and can send/receive emails directly from Bitrix24. Other main features include the ability to make/receive calls; sales automation/business processes; multiple currencies; and integration with various apps like Xero accounting.

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CRMs for SMBs

GreenRope

4.5

GreenRope is an all-in-one sales, marketing and operations business platform designed to help small to medium sized businesses…

GreenRope is an all-in-one sales, marketing and operations business platform designed to help small to medium sized businesses streamline and grow. By having all of your business processes integrated into one customizable platform, small businesses are able to gain a highly accurate and comprehensive 360-degree view of the customer. This helps businesses design more personalized customer journeys resulting in better experiences and higher revenue. With Complete CRM, businesses save over 80% on total cost of ownership, allowing businesses to increase ROI and become more productive overall. GreenRope’s platform was built by entrepreneurs for entrepreneurs looking to transform the way they do business.

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Infusionsoft

4.5

Recently rebranded from InfusionCRM to InfusionSoft, in line with the products broader functionality, InfusionSoft is fast becoming the..

 Recently rebranded from InfusionCRM to InfusionSoft, in line with the products broader functionality, InfusionSoft is fast becoming the.. well eMarketing software solution of choice. If your business wants to leverage ecommerce internet sales, your reseller channels, email marketing and more, InfusionSoft is your comprehensive solution. Watch the InfusionSoft demo.

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amoCRM

4.5

amoCRM offers enterprise-level CRM functionality with tools like marketing and sales automation in an easy-to-use design for small businesses…

amoCRM offers enterprise-level CRM functionality with tools like marketing and sales automation in an easy-to-use design that small businesses can afford and scale as they need. They have quite a diverse customer base, from dentists and cosmetologists to flower shops to retail and wholesale. These are often fairly small businesses where the CEOs or founders have been handling sales themselves, but now that they’re starting to grow their client base, they want to hand it over to a new sales team. amoCRM also get a lot of clients that switch because they couldn’t get their teams to adopt their previous solution, and they’re looking for something more user-friendly.

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Open Source CRMs

SugarCRM

0

SugarCRM is one of the three largest global CRM providers. It’s a complete all-in-one CRM solution…

Founded in 2004, SugarCRM is one of the three largest global CRM providers. It’s a complete all-in-one CRM solution without any extra license fee for additional modules. Ideal for midsize companies and large enterprises, different versions cost $35 to $150/user per month – billed annually. A 7-day free trial is available.

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SuiteCRM

0

SuiteCRM is an open source CRM platform that serves the needs of small to large businesses…

SuiteCRM is an open source CRM platform that serves the needs of small to large enterprise businesses. The application offers you the ability to run the application locally or for it to be cloud-based. It is fully customisable and designed to suit the needs of all businesses across all industries. It has no user fees or any restrictions placed on number of users who can use the application. An extensive range of modules have been added onto the original version of the software over the years. Each module has been specifically tailored to assist with the various disciplines across your business such as finance, marketing, sales, issue management and administration all with the sole purpose of helping your business run more effectively.

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vTiger

0

A feature-rich, yet cost effective CRM for small and medium businesses…

Founded in 2004, it’s a feature-rich, yet cost effective CRM for small and medium businesses. The basic features of vTiger CRM cost $12/user/month, but extras such as additional emails or additional storage space can stack up the cost. A 30-day free trial is available. The features include Sales, Marketing, Customer Support and Calendar.

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CRM’s For MS Outlook

Infoflo

4.5

Infoflo is a powerful CRM for Outlook users. Infoflo has one of the best and intuitive Outlook sync…

Infoflo is a powerful CRM for Outlook users. Infoflo has one of the best and intuitive Outlook sync functionality on the market and supports all versions of MS Outlook from 2003 upwards. Infoflo fully sync’s all contacts, companies, categories, calendar events and incoming/outgoing emails with your Outlook. InfoFlo has none of the traditional complexities of CRM products. InfoFlo gives users the best of both worlds by providing a feature rich CRM at a fair price which includes free upgrades for life. This allows users and their staff to easily manage all of their customer relationships in one easy to use interface showing important information needed at a glance. Pricing starts at a one-time $99 per user licence. A free trial is available.

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SalesOutlook

4.5

SalesOutlook is a complete Outlook based CRM software solution built upon the Microsoft Office System..

SalesOutlook is a complete Outlook based CRM software solution built upon the Microsoft Office System. Since 1999 SalesOutlook has been a leader in creating a fully integrated customizable Outlook CRM application and business tool. Users are able to customize all aspects of SalesOutlook including accounts, contacts, opportunities, customer service, calendar, tasks and email, or create their own module. SalesOutlook utilizes all aspects of Outlook so users will be familiar with the interface and features. They also offer mobile strategies to fit your organization, Mobile Outlook and Native apps. Free e-mail support is offered.

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eWay-CRM

0

eWay-CRM Basic/Premium is compatible with Microsoft Outlook 2003, 2007, 2010 and 2013 as well…

eWay-CRM Basic/Premium is compatible with Microsoft Outlook 2003, 2007, 2010 and 2013 as well as Microsoft Windows XP, Vista, 7 and 8 and a Microsoft Outlook plug-in. That means that eWay-CRM is also compatible with Microsoft Office 365. eWay-CRM is not compatible with Microsoft Outlook for Mac. The client side of eWay-CRM is an add-in for Microsoft Outlook for Windows and uses a local Microsoft SQL Server 2008 Express database. The server side is basically a server database. The server component can run on customer’s server or on eWay’s. eWay-CRM Basic is a standard desktop program and can be uninstalled from Control Panel in Microsoft Windows. Both e-mails and contacts are copied to eWay-CRM database and the original items stay in your Outlook. If you decide to uninstall eWay-CRM, you don’t loose anything from Outlook. A free version of the software is available. For a complete breakdown of the pricing, consult the website.

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CRMs For AppleMac

Daylite

4.5

Daylite is a Mac CRM & Project Management app for teams exclusively on the Mac, iPhone, and iPad. Daylite helps teams manage leads, customers, projects, and tasks all in one place…

Daylite is a Mac CRM & Project Management app for teams exclusively on the Mac, iPhone, and iPad. Daylite helps teams manage leads, customers, projects, and tasks all in one place so everything is organized and shared. It integrates with Apple Mail like no other CRM. With Daylite, you can tie your email history to every client, customer, and project. Daylite is an offline app that lets you keep working even when you don’t have an Internet connection, and syncs in the cloud so you get the best of both worlds.

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CapsuleCRM

4.5

If you are looking for an easy-to-use, flexible, inexpensive web based CRM, (yes, all the cliches), to run on your Mac, look no further than Capsule. Visit their website and try their Free version

If you are looking for an easy-to-use, flexible, inexpensive web based CRM, (yes, all the cliches), to run on your Mac, look no further than Capsule. Happy running in the Safari browser, Capsule has most CRM features required by a small business, supported by a great company. Visit their website and try their Free version…

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Mobile CRM+

0

Mobile CRM+ have a mobile CRM solution available for iPhone, Android, blackBerry, Windows mobile and Symbian Nokia platform. This small business developed Mobile CRM+ for small businesses.

Mobile CRM+ has this mobile CRM solution available for iPhone, Android, blackBerry, Windows mobile and Symbian Nokia platform. They are a small business who developed Mobile CRM+ for small businesses.

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Mobile CRMs

Daylite

4.5

Daylite is a native iPhone and iPad app that syncs with your Mac so you can keep working even without Internet…

Daylite is a native iPhone and iPad app that syncs with your Mac so you can keep working even without Internet. See your appointments, calls, and to-dos from the Home Screen. Capture, tag, and filter your contacts to quickly find what you need. View a timeline of calls, notes and emails for each client. Track business opportunities with visual pipelines. Check off tasks. Create tasks on the fly and set reminders. Assign tasks to other team members back at the office. Daylite syncs with all your Apple devices so you and your team are up to date– whenever, wherever.

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amoCRM

4.5

amoCRM offers full-featured mobile CRM for android, iphone and tablet. Access lead and contact profiles…

amoCRM offers full-featured mobile CRM for android, iphone and tablet. Access lead and contact profiles—complete with event feed, tasks, and one-tap call, email, and chat. It also comes equipped with caller ID, a business card scanner and keeps you on task with to-do notifications.

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CapsuleCRM

4.7

Capsule launched their mobile application in April, 2011. This powerful app runs on iPhone, Android..

Capsule launched their mobile application in April, 2011. This powerful app runs on iPhone, Android phones and BlackBerry. A local database is created when you logon to your account via mobile for the first time and everything including contacts, task list, activities etc. is synchronized. The mobile version has some very useful features, one of them being that when you type the name of a contact in Notes/Description, the application automatically suggests a link to the contact. You can also use Water, a powerful 3rd party iPhone app, to access your Capsule contacts, opportunities, cases, and tasks. A recent feature added to Capsule mobile gives you the ability to manage your calendar and tasks from the app itself, rather than just view them.

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Social CRMs

InfusionSoft

4.5

To allow social media integration into their software, InfusionSoft, one of the leading CRM solutions, acquired the social media marketing company GroSocial in January, 2013…

To allow social media integration into their software, InfusionSoft, one of the leading CRM solutions, acquired the social media marketing company GroSocial in January, 2013. Now, InfusionSoft users can do wonderful things with social media such as generating new leads from social portals, customizing and promoting a company’s Facebook, Twitter or blog within the snippet, automating actions from social intent, publishing web forms, sending bulk emails to social networks, and a lot more, right from their dashboard. What makes InfusionSoft different from its competitors is that, in addition to viewing the current happenings in your social circles, you can predefine several actions based on certain triggers. Suppose if somebody tweets your post or likes it on Facebook, your CRM can automatically tag him, send him a one-off email or start a whole new campaign, create a task, and the list goes on and on.

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CapsuleCRM

4.5

CapsuleCRM utilizes a unique approach for social integration. The software automatically locates and adds social profiles of your contacts to the CRM system. While most other…

CapsuleCRM utilizes a unique approach for social integration. The software automatically locates and adds social profiles of your contacts to the CRM system. While most other CRMs allow integration to only Facebook, Twitter, and in some cases, LinkedIn, Capsule gives you the freedom to add Google+, Flickr, YouTube and GitHub accounts also. Once a contact’s social profile is added, you can see their updates right on the dashboard. Another interesting feature in CapsuleCRM allows you to add a picture of your contact directly from any of their social profiles.

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amoCRM

4.5

amoCRM automatically captures leads from Facebook, Telegram, and Viber, and then provides automations for lead nurture and follow up. They have also built a button for users…

amoCRM automatically captures leads from Facebook, Telegram, and Viber, and then provides automations for lead nurture and follow up. They have also built a button for users to put on their websites. Users can display targeted ads on Facebook, set up amo’s salesbot to engage leads, and then keep the chat going from the comfort of the lead’s profile. The automated salesbot interacts with leads, collects information, and can be set up to engage at different pipeline stages with different messages. All interactions are attached to the lead’s profile. amoCRM users can continue the conversation with leads on their chosen social platform without leaving amoCRM.

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CRM Add Ons

FreshBooks

This online Invoicing, time tracking (and more) tool will make you happy! We sure smiled when we discovered FreshBooks (on investigating a neat invoice we received). See why – Try Their Free version…

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QuickBooks

Businesses run better with QuickBooks. Track expenses, manage cash flow & create invoices. QuickBooks Online gives you what you need most to run your business, all in one place.

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Crowdfire

Crowdfire is a powerful Social Media Management tool for brands, businesses, agencies and individuals all around the world. Discover and schedule content for all your accounts from one place.

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Reviews of Popular CRMs

GreenRope

4.5

On average, GreenRope users save 80% total cost of ownership compared to other CRM and marketing software solutions …

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Really Simple Systems

4.5

Highly Recommended Really Simple Systems is aimed at small and medium sized organizations or departments of larger…

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RapidFunnel

4.5

RapidFunnel is one of the most effective, efficient ways for teams and enterprises to increase engagement and productivity…

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