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A CRM system is an online tool businesses can use to keep all their customer information and data in one place, optimize the sales process and even forecast sales. Other features such as automation make it easier to carry out marketing and sales activities so that companies can save time and turn more leads into sales.
In this article we will explore what is the best CRM for B2B.
Upfront Conclusion
The best crm for b2b right now is Salesforce and HubSpot
Top 10 Best CRM for B2B
- Salesforce – Best CRM for a complex sales organisation
- Hubspot – Best all in one solution CRM
- Zoho – Best CRM for engaging with customers at each stage of the buyer’s cycle
- Capsule – Best CRM for growing businesses
- Monday.com – Best CRM for teams collaborating on projects
- Zendesk – Best CRM for helping you deliver the best customer service
- Nimble – Best CRM for teams using Office 365 and G Suite
- Pipedrive -Best CRM for salespeople
- Active Campaign – Best CRM for automating tasks.
- Freshworks – Best CRM for a holistic view of the sales pipeline
1. Salesforce – Best CRM for a complex sales organisation
PRICING: From £20 per month for Salesforce Essentials
Manage your pipeline and drive sales performance with this comprehensive feature-rich CRM. Track emails, meetings and keep any other customer interactions in one place to help nurture and follow up on more leads.
FEATURES:
- Track contacts, opportunities and key deals
- Mobile app for iOS and Android
- Manage your pipeline and drive sales performance
- Get a complete view of every customer to make better decisions
REASONS TO BUY
- Automation increases sales productivity
- Indispensable for a complex organisation
- Get a complete view of every customer to make better decisions.
REASONS TO AVOID
- No free trial
- Unless you have the expertise it’s tricky to set up
- ‘Lighter’ offerings are not very interesting
2. Hubspot – Best all-in-one solution CRM
PRICING: From £38 per month
Hubspot is not only a robust tool for your digital marketing but an entire platform of tools for your sales, marketing and customer service team. The Hubspot CRM enables companies to optimise their relationship with leads and customers by making it easy to automate marketing emails across the buyer cycle.
FEATURES:
- Easy to use CRM
- All your marketing tools on one platform
- Automation
- Landing pages
REASONS TO BUY
- Helps you manage everything from start to finish
- Scaleable – grows with your business
- An extensive app marketplace to connect your other tools.
REASONS TO AVOID
- The free version doesn’t have many features
- It gets expensive fast
- Contracts aren’t flexible
3. Zoho – Best CRM for engaging with customers at each stage of the buyer’s cycle
PRICING: From £12 per month
Zoho CRM helps businesses keep customers at the centre of everything they do. Build and automate your processes to streamline operations from connecting teams to ensuring compliance. Empowers your sales team to concentrate on creating and nurturing leads.
FEATURES:
- Build and automate processes
- Workflow automation
- Salesforce automation
- Fully customisable
REASONS TO BUY:
- Do everything end to end
- Connect with customers
- Define your sales process for your team to follow
REASONS TO AVOID:
- Requires customisation to get started.
4. Capsule – Best CRM for growing businesses
Keep on top of your pipeline and manage client work. Organize your customer information in one place and track interactions. Capsule gives you the best chance of converting leads to sales and giving clients great customer service.
PRICING: From £12 per user per month
FEATURES:
- Contact management
- Email templates
- Sales pipeline
- Sales analytics
REASONS TO BUY
- Build stronger relationships
- Make more sales
- Save time
REASONS TO AVOID
- Third-party integrations could be improved upon
- Could provide better user support
5. Monday.com – Best CRM for teams collaborating on projects
PRICING: There is a free version. Paid versions start from £15 per month
All-in-one business management solution helping you connect your business and make sure that everyone stays on track with projects. More than just a CRM, it also helps with project management and analytics.
KEY FEATURES:
- Automate tasks and sales processes
- Manage sales, contacts, leads, projects and more.
- Integrate your favourite tools
REASONS TO BUY:
- Manage multiple pipelines
- Integrate emails and keep track of interactions
- Tailor CRM to suit your needs
REASONS TO AVOID:
- Expensive to add large teams
6. Zendesk – Best CRM for helping you deliver the best customer service
PRICING: From £39 per month
Award-winning CRM software built to improve customer relationships, close more deals and increase sales. Easy to use and scales with your business. Customers of Zendesk include Airbnb, Uber, Groupon and Slack.
FEATURES:
- Full context on all customer interactions
- Integrate existing platforms
REASONS TO BUY:
- Provide more personalised experiences for your customers
- Eliminate repetitive admin
- Unify workspace
REASONS TO AVOID:
- Pricier than other solutions
7. Nimble – Best CRM for teams using Office 365 and G Suite
PRICING: From £19 per user per month
The CRM for more than just salespeople. This platform claims to help you say goodbye to data entry for good. The prospector browser extension automatically updates contact records with essential details from websites and social media accounts making it easy to fill in the gaps in your contacts.
FEATURES:
- Prospector browser extension to enrich contact details
- Easily review contact details and all team interaction
- Stay up to date with key contacts right from your Office 365 and G Suite Inbox.
REASONS TO BUY
- Organise contacts
- Unify history
- Track your team’s activities
REASONS TO AVOID
- Besides Office 365, some newer SaaS apps require more customisation
- The user interface can be tricky and a little confusing
8. Pipedrive – Best CRM for salespeople
Pipedrive is used by 100,000 companies in 179 countries. Founded by salespeople who saw a gap in the market for a CRM created by salespeople with them in mind. Pipedrive helps users visualise their sales processes and get more done.
PRICING: From £12.50 per user per month
FEATURES:
- Mobile app
- Lead generation chatbot
- Contact management
REASONS TO BUY:
- Access your sales data on the go
- Keep track of your subscribers and repeat customers
- Gain valuable insights about your contacts with one click
- Close more deals
REASONS TO AVOID:
- No campaign planning
- Support limited for small accounts
- Reporting is limited
9. Active Campaign – Best CRM for automating tasks.
Active Campaign helps keep your entire sales process moving smoothly with easy automations, contact management and the ability to view of your entire sales pipeline in one place
PRICING: From $9 per month per user
FEATURES:
- Set up a welcome series with email automation
- Integrates with your favourite apps
- Drag-and-drop automation wizard
REASONS TO BUY:
- Find your most engaged contacts.
- Pull in information from other systems.
- Automate marketing
REASONS TO AVOID:
- The mainframe is slow and takes a long time to get some simple tasks done.
- No chat support on the weekends.
10. Freshworks- best CRM for a holistic view of the sales pipeline
Freshworks is all-in-one CRM software with a user friendly interface that helps users get a 360 degree view of customers and the sales pipeline. With the CRM you can track contacts’ communication, unify data, improve customer engagement, and develop long-lasting relationships.
PRICING: From $15 per month per user.
FEATURES:
- AI powered chatbots
- Customisable Webform
- Built in phone and email
- Visual sales pipeline
REASONS TO BUY:
- Close deals faster
- Discover browser intent
- Improve seller effectiveness
- Reduce IT Complexity
REASONS TO AVOID:
- User interface could be made easier for those who aren’t tech savvy
FAQ
What is CRM?
CRM or customer relationship management is a way to facilitate business interaction with customers and prospective customers. A CRM system helps companies not only streamline tasks to improve productivity but also improve relationships with their customers.
Why do you need a CRM?
A CRM enables you to manage contacts, leads and customers and track sales within one platform. By automating processes you can cut down on time spent on repetitive tasks. This helps to streamline your activities so you can concentrate on making more sales.
How does a CRM help with sales?
By having everything in one place, you can manage your prospective customers at each stage of the buyer journey and better nurture them along the sales funnel. The collaborative tools help members of your sales team stay organised making it easier to work together to close more deals.
How can a CRM help a business retain customers?
A CRM helps improve customer retention by giving you a 360 degree view of your customers so that you can serve their needs better. Reporting helps identify weak points and help improve customer service.
What are CRM tools used for?
Businesses use CRM tools to manage contacts, store details in one place, create tasks for team members, organise the sales team, and streamline processes. Many CRMs integrate with other online tools and can be tailored to suit the individual needs of the business.
How does a CRM help with marketing?
A CRM can also be used to plan and track email campaigns. Some CRMs like Hubspot offer customisable email templates you can use in your automations. Integrated data helps you get better results from your campaigns and lead to a higher conversion rate.