13 Best Simple CRMs Of 2024 (Most User Friendly)

Upfront Conclusion

The best simple crm right now is Freshsales and Pipedrive

Customer Relationship Management is an important part of any business, and many people have tried to make one that is easy for the user to use. The problem with most CRMs is that they require too much effort from the user to get started. This can be because there is no clear way to start using it or the interface is not intuitive enough. This article will talk about the various simple CRM software available today.

Top 13 Best Simple CRM

Freshsales – Best customer relationship tool
Pipedrive – Best organizing tool
Zoho CRM – Best project planning tool
Bonsai – Best For Its Easy Setup
Salesforce – Best team project management tool
SugarCRM – Best powerful project management tool
OpenCRX – Best activities tracking tool
HubSpot – Best project management software
LeadSquared – Best lead generating tool
SalesForceIQ – Best customers information management tool
Nimble – Best project management tool
Freshdesk – Best customer care software
Workato – Best integration software

1. Freshsales – Best customer relationship tool

PRICING: $0-$75 per month

FreshSales is a free CRM system. It has a very basic look and feels, but it does what you need. You can create new contacts, send emails, view sales history, and manage your leads. It’s also very easy to use.

KEY FEATURES OF FRESHSALES

Create Contacts
Send Emails
View Sales History
Manage Leads
Export Data
Import Data
Customize Reports
Add New Fields
Save Changes

REASONS TO BUY FRESHSALES

Easy to Use
No Setup Fees
Simple Interface
Fast
Free
Support
Good
Paid Features

REASONS TO AVOID FRESHSALES

No Mobile App
Limited Functions
No API
No Outlook Integration
No Android App
Not Available in India

Try Freshsales

2. Pipedrive – Best organinzing tool

PRICING: plan starts at $15-$59 per month

Pipedrive is a CRM tool designed specifically for sales teams. It helps them organize their pipeline, find prospects, follow up with customers, and close deals. It provides real-time data analysis and visual reporting tools.

KEY FEATURE OF PIPEDRIVE

Create Account
Send Emails (Outlook)
Manage Leads

REASONS TO BUY PIPEDRIVE

Easy to Use
Great Documentation

REASONS TO AVOID PIPEDRIVE

No free version
No integration services

Try Pipedrive

3. Zoho CRM – Best project planning tool

PRICING: starts at $14 per month

Zoho CRM is another good option for small businesses. It comes with several pre-built modules that allow you to set up different types of accounts.

KEY FEATURES ZOHO CRM

Create Contact
Send Email
Manage Leads
Import Data
Export Data
Customize Reports
Add Field

REASONS TO BUY ZOHO CRM

Easy to Use
Great Support
Simple Interface
No Setup Fee

REASONS TO AVOID ZOHO CRM

Complex modules
Limited customization
Limited analytics

Try Zoho CRM

4. Bonsai – Best For Its Easy Setup

PRICING: You can get Bonsai for $17 per month by paying a single collective payment every year.

Many people love to use CRM software for managing good relations with clients. However, it can be difficult to do that if your platform is hard to set up and use. That is why choosing Bonsai will benefit you a lot.

You can set up an account within 30 seconds to enjoy hassle-free customer management. Bonsai also make things easy by keeping your client list in a single place with all details, such as personal information.

The best thing is you can also offer clients control over some features, such as contract modification.

KEY FEATURES OF BONSAI:

Get help from a supportive customer system for technical problems or other queries by using the in-app chat option
Make task lists and ensure team members are achieving the project goals
Set reminders for deadlines and appointments to ensure your client always has the latest information for their project
Save time by using a simple dashboard that offers an overview of all metrics and features of Bonsai

REASONS TO BUY BONSAI:

You will face little to no learning curve when using Bonsai
The software offers a free trial on all premium plans
Allows you to collect client information in a few seconds with premade forms and questionnaires
It lets you respond to clients in a few seconds using the direct messaging system

REASONS TO AVOID BONSAI:

App integrations are not available on entry plans

Visit Bonsai

5. Salesforce – Best team project management tool

PRICING: starts at $25 per user per month

Salesforce is probably the most popular CRM on the market right now. It’s used by more than 50 million users worldwide.

KEY FEATURES OF SALESFORCE

Create Contact
Send Email
Manage Lead
Export Data
Import Data
Customize Report
Add New Field
Save Changes

REASONS TO BUY SALESFORCE

Easy to Learn
Highly Customizable
Lots of Features
Great Customer Support
Very Popular
Social Media Integraion

REASONS TO AVOID SALESFORCE

Complex configuration
Poor customer support
Time-consuming

6. SugarCRM – Best powerful project management tool

PRICING: starts at $40 per user per month

SugarCRM is a powerful open source CRM solution. It’s been downloaded over 100 million times since its first release in 2004. It offers many customization options, which makes it suitable for almost all types of companies.

KEY FEATURES OF SUGARCRM

Create Account
Send Email (Outlook)
View Sales History
Manage Leads
Import and Export Data
Customize Report

REASONS TO BUY SUGARCRM

Easy to Use
Powerful
Great Customer Support
Great Documentation

REASONS TO AVOID SUGARCRM

Expensive
Poor activity tracking
Slow installation

7. OpenCRX – Best activities tracking tool

PRICING: starts at $1 per month

OpenCRX is a free CRM solution that runs on top of Google Apps. It allows you to store contact information, track activities, automate tasks, send emails and build reports.

KEY FEATURES OF OPENCRX

Create Account
Send Email (Outlook)
View Sales History
Manage Leads
Customize Report

REASONS TO BUY OPENCRX

Easy to Use
Expense management
Email marketing
Simple Interface
Access monitoring
Fast
Free trial

REASONS NOT TO AVOID OPENCRX

No iOS
No android version
Poor live support

8. HubSpot – Best project management software

PRICING: $0-$50 per month

HubSpot is one of the best CRM packages out there. It offers a lot for free, but you can also upgrade to take advantage of more advanced features. It has a friendly dashboard where you can monitor key performance indicators such as traffic, conversions, and revenue.

KEY FEATURE OF HUBSPOT

Track Activities
Manage Deals
Analyze Reports
Automate Tasks
Create Content
Email Marketing

REASONS TO BUY HUBSPOT

Free trial
Free version
Integration services
Marketing automation
Email marketing
Lead management

REASONS NOT TO BUY HUBSPOT

Not enough customization templates
Support issues

9. LeadSquared – Best lead generating tool

PRICING: starts at $15 per month

LeadSquared is a cloud-based CRM system that connects with Gmail, Facebook, Twitter, LinkedIn, YouTube, etc. It automatically pulls relevant Content into your conversations and generates custom messages tailored to each prospect.

KEY FEATURE OF LEADSQUARED

Send Emails
View Contacts
View Activities
Track Conversations
Email Prospects
Analytics

REASON TO BUY LEADSQUARED

Flexible Pricing
Easy to Use
Good Customer Service
Visual Reporting Tools
Integrates With Other Social Media Platforms

REASON TO AVOID LEADSQUARED

No Outlook Integration
No Android App
No Web App
No Windows Phone

10. SalesForceIQ – Best customers information management tool

PRICING: starts at $25 per month

SalesForceIQ is a web app that allows you to connect Salesforce with other systems. By doing so, you can import customer information into Salesforce without having to re-enter the data.

KEY FEATURE OF SALESFORCEIQ

Import Customers Without Re-Entering Info
Email Templates
Reports
Live Chat
Integrate With Social Media
Track Conversations
Analytics
Mobile App
Scheduling
Unlimited Users

REASONS TO BUY SALESFORCEIQ

Easy To Use
Great Customer support
Great Documentation
Live Chat
Integrate With Other Systems
Scheduling

REASONS NOT TO BUY SALESFORCEIQ

No free version
Poor integration service

11. Nimble – Best project management tool

PRICING: starts at $19 per user per month

Nimble is an online CRM solution that allows you to access all your contacts, opportunities, cases, and projects anywhere. The platform integrates with Gmail, Google Calendar, Dropbox, Box, etc.

KEY FEATURE OF NIMBLE

Connect With Gmail
Track Activities
View Opportunities
Manage Cases
Automate Tasks
Generate Reports

REASONS TO BUY NIMBLE

Easy to use
Great Customer support
Simple Interface
Fast
No setup fee

REASONS TO AVOID NIMBLE

Slightly tricky interface
No free version

Try Nimble

12. Freshdesk – Best customer care software

PRICING: starts at $15 per user per month

Freshdesk is an easy-to-use help desk software that enables organizations to create tickets, assign them to agents, and manage requests from multiple employees. Their ticketing engine works across multiple channels (phone, email, and website) and offers self-service options.

KEY FEATURE FRESHDESK

Free Trial
Unlimited Agents
Multiple Channels
Self Service Options
Real-Time Analytics
Mobile Friendly
Customizable Reports
Flexible Pricing
User-friendly interface

REASONS TO BUY FRESHDESK

Simple UI
Free updates
Integration with other apps
Good integration with third-party apps
Easy to use
Very fast response

REASONS TO AVOID TO FRESHDESK

Limited customization
Slow response times
Poor UI

13. Workato – Best integration software

Workato is a modern business application platform that helps companies collaborate and get work done faster and better.

KEY FEATURE OF WORKATO

Integrate Applications
Self Service Ticketing
Real-Time Collaboration
Automate Tasks
User Management
Analytics
Security
Integration

REASONS TO BUY WORKATO

Automation
Mobile Apps
Customer Experience
Pricing
Support
Customization
Easy To Set Up

REASONS TO AVOID WORKATO

No free trial
No free version
Poor premium consulting

FAQs

What are the top reasons for using a CRM?

A good customer relationship management system can be used by any company or organization regardless of size, industry, or product. A CRM should provide you with all the tools necessary to keep your customers happy and satisfied.

How do I know if my current CRM is outdated?

If it’s not updated regularly, then it might be outdated. You may want to consider upgrading your CRM to a more up-to-date one.

What are the basic requirements of CRM?

CRMs help businesses track their leads, sales, and customers. They also allow you to automate processes, so you don’t have to spend as much time doing manual tasks. The following are some of the essential features that every CRM should have:

Sales Tracking
Lead Generation/Management
Marketing Campaigns
Reporting

What are the benefits of using CRM?

There are several benefits to using a CRM software:

It allows you to manage your entire customer base from one place.
It will help you create marketing campaigns and lead generation strategies.
It will give you real-time information about your customers.

How to use a CRM?

Once you have installed the CRM, you will be able to access it via the web browser. The first thing that you need to do is login into the CRM. After logging in, click on “New User” This will take you to the user interface, where you can add new users, edit existing ones, and delete them.

What are the different types of CRM?

There are many different types of CRM available today. Some of these include:

SaaS (Software as a Service)
On premise
Cloud based
Open source
Mobile CRM
Social CRM
Collaborative CRM
Enterprise CRM
Business Intelligence (BI)
Email CRM
Desktop CRM
Online CRM