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The right CRM will be an integral part of any business. This is especially true for IT companies as they often serve a wide range of clients under different service packages and pricing. The collection of customer data can be complicated without a good CRM. But with so many CRM options on the market today, it can be hard to know which one will fit your company best. To help make your decision as easy as possible, we have compiled a short list of the best CRMs for IT companies currently available.

Upfront Conclusion

The best crms for it companies right now is Salesforce CRM and Hubspot

Top 10 Best CRMs for IT Companies

  1. Salesforce CRM – Best IT Company CRM for Reliability
  2. HubSpot CRM – Best IT Company CRM for Best Value
  3. EngageBay – Best Affordable CRM for Small Businesses
  4. Monday.com – Best IT Company CRM for Simplicity
  5. Pipedrive – Best IT Company CRM for Sales Process
  6. Insightly – Best IT Company CRM for Data Tracking
  7. Streak – Best IT Company CRM for Gmail Integration
  8. Zoho CRM – Best IT Company CRM for Efficiency
  9. SugarCRM – Best IT Company CRM for Project Forecasting
  10. Nutshell – Best IT Company CRM for B2B Purposes

1. Salesforce CRM – Best IT Company CRM for Reliability

PRICING: Basic Plan – $25/user/month, Complete Plan – S75/user/month

Arguably the most popular CRM in the world, Salesforce has created a CRM software that can fit the needs of any sized business. They offer large amounts of customization and models that are pre-set for certain business models/niches, like that of an IT business. The company has developed AI algorithms that can calculate and help manage areas of your business such as leads, sales, and marketing.

KEY FEATURES:

  • Quote Management
  • Einstein Analytics
  • Real-time Data from anywhere

REASONS TO BUY:

  • Deeply integrated and helpful Trailblazer Community
  • Top-notch security and authorization
  • Advanced marketing features

REASONS TO AVOID:

  • Setup can be costly and time consuming

2. HubSpot CRM – Best IT Company CRM for Best Value

PRICING: Free Plan Available, Paid Plan – $45/user/month, Pro Plan – $800/user/month

Another popular CRM across the world, HubSpot offers all the value of its competitors, and does it through various pricing plans. While it is more beginner friendly, HubSpot offers all the customized configuration a company could want. This CRM is known for its sales and marketing tools, especially its inbound marketing platform.

KEY FEATURES:

  • Sales Pipeline Automation
  • Email Marketing Tools
  • Customer-Oriented Live Chat

REASONS TO BUY:

  • HubSpot is known to integrate well with SaaS and IT companies
  • The ease-of-use makes it a great first-time CRM
  • Powerful social media and email marketing tools

REASONS TO AVOID:

  • Built more for marketing specialization than anything else

3. EngageBay – Best Affordable CRM for Small Businesses

PRICING: Free Plan Available, Basic Plan – $14.99/user/month, Pro Plan – $99.99/user/month

EngageBay is one of the most affordable CRM systems designed specifically for small businesses and startups. It offers the power of HubSpot at a fraction of the cost. With EngageBay, you get omnichannel marketing to help you engage with your customers across phone, email, SMS, social media, and the web. The all-in-one platform also offers sales automation so that you can manage your pipelines and close deals quickly. EngageBay also offers live chat and helpdesk for exceptional customer support. 

KEY FEATURES:

  • Social Suite
  • Sales funnel
  • Lead generation and management
  • Visual dashboards
  • Multistep automation

REASONS TO BUY:

  • One of the most affordable CRM systems
  • All-in-one solution to eliminate multiple standalone systems
  • Powerful automation for increased productivity, efficiency, and accuracy

REASONS TO AVOID:

  • No search marketing feature yet

4. Monday.com – Best IT Company CRM for Simplicity

PRICING: Free Plan Available, Base Plan – $24/user/month, Advanced Plan – $30/user/month

The main benefit of Monday.com as a CRM platform is the ease-of-use. The user interface is organized, and everything is laid out in a manner that is easily manageable. Monday.com presents project data in real time so the whole team can see each project’s current status. They also have several features that cater to workflow, task arrangement, and team collaboration.

KEY FEATURES:

  • Kanban Boards
  • Gantt Graphs and Charts
  • Lead Pipeline
  • Monitoring Features

REASONS TO BUY:

  • Includes many advanced project management features that most CRMs don’t have
  • Automation of tasks is simple
  • Has a multitude of 3rd party integrations

REASONS TO AVOID:

  • Underdeveloped mobile app

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5. Pipedrive – Best IT Company CRM for Sales Process

PRICING: Basic Plan – $15/user/month, Pro Plan – $29/user/month

Pipedrive is known as a CRM that can streamline and speed up the sales process. It displays very impressively in a simple interface that helps organize leads and improve conversions. Pipedrive has advanced data for categories like conversion rates, revenue statistics, sales goals, and forecasting.

KEY FEATURES:

  • Advanced Reports and Insights
  • Lead and Deal Management
  • Chatbot Integration

REASONS TO BUY:

  • Known for good customer support
  • Affordable pricing for small and medium sized businesses
  • Streamlined sales pipeline management

REASONS TO AVOID:

  • Not scalable for large enterprises

6. Insightly – Best IT Company CRM for Data Tracking

PRICING: Base Plan – $29/user/month, Advanced Plan – $49/user/month

This CRM is known for its data analytics and helpful tracking features. It comes with a simple interface and can be integrated easily for businesses, small and large. The CRM automates much of the data tracking process for customers and projects, allowing you to see insights without having to plug data.

KEY FEATURES:

  • Email Alerts
  • Task Generation
  • Record Updates

REASONS TO BUY:

  • Includes a personalized customer relations forum
  • Automation and Analytics make for efficient sales management

REASONS TO AVOID:

  • Customer support can sometimes be non-responsive and hard to communicate with

7. Streak – Best IT Company CRM for Gmail Integration

PRICING: Free Plan Available, Base Plan – $15/user/month, Advanced Plan – $49/user/month

Streak is a popular CRM software for all kinds of startups. The platform integrates extremely well with Gmail Suite for sending documents, files, and more. The great thing with this integration is that customer communication is clearer and quicker, as your team will be able to manage email communication through the CRM in addition to their regular account.

KEY FEATURES:

  • Send mass Emails
  • Browser Extension
  • Sales Monitoring

REASONS TO BUY:

  • Clears up communication between teams and clients
  • All major features come with free version
  • Customizable interface and functionality

REASONS TO AVOID:

  • Software has been known to crash on occasion

8. Zoho CRM – Best IT Company CRM for Efficiency

PRICING: Starting Plan – $12/user/month, Advanced Plan – $20/user/month

This well tested CRM is suitable for those looking to integrate an efficient cloud system and customizable automation into their business. Zoho currently powers 250,000 businesses across the globe and helps to speed along the process of lead acquisition and conversion. It’s especially well suited for businesses looking to get a fast start in the marketplace as it makes connecting and organized customer relationships simple.

KEY FEATURES:

  • Personal Invitations
  • Workflow Automation
  • Sales Process Builder
  • Intelligence Forecasting

REASONS TO BUY:

  • AI algorithms simplify lead management
  • Easy to analyze dashboard and analytics
  • Real-time omnichannel communication with customers

REASONS TO AVOID:

  • Learning curve can be tough with automation

9. SugarCRM – Best IT Company CRM for Project Forecasting

PRICING: Free Plan Available, Pro Plan – $40/user/month, Enterprise Plan – $65/user/month

This CRM is popular with companies across the tech industry. It is a self-hosted platform that has full pipeline oversight, project/lead management, and valuable performance monitoring. The detailed client data and deal tracking paired with advanced automation make this CRM ideal for all things project management, marketing, and forecasting.

KEY FEATURES:

  • Sales Automation and Forecasting
  • Advanced mobile app (SugarCRM Mobile)
  • Cell Center Automation

REASONS TO BUY:

  • Best suited for small businesses
  • Reduces the IT complexity with automation
  • Great client/customer communication

REASONS TO AVOID:

  • Search engine feature not regarded as very intuitive

10. Nutshell – Best IT Company CRM for B2B Purposes

PRICING: Free Trial Available, Starter Plan – $22/user/month, Pro Plan – $39/user/month

While it may cost a little bit more, Nutshell makes up for it with advanced features for B2B businesses. Nutshell’s sales pipeline is extremely customizable and accurate. Closing deals is also made easy on the platform as all of the data configuration and display are already taken care of with calculated algorithms.

KEY FEATURES:

  • Qualifying Automation
  • “Autopilot” Email Outreach
  • Calendar Function

REASONS TO BUY:

  • Makes the sales process easy to follow
  • Organized customer data with minimal plugging
  • Team/company collaboration made easy

REASONS TO AVOID:

  • Slightly more expensive than comparable CRMs

References and Links:

  • https://www.salesforce.com/products/sales-cloud/overview/
  • https://www.hubspot.com/products/crm
  • https://monday.com/
  • https://www.pipedrive.com/
  • https://www.insightly.com/
  • https://www.streak.com/
  • https://www.zoho.com/crm/
  • https://www.sugarcrm.com/
  • https://www.nutshell.com/

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