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

  1. Freshsales Best customer relationship tool
  2. Pipedrive Best organizing tool
  3. Zoho CRMBest project planning tool
  4. Bonsai – Best For Its Easy Setup
  5. Salesforce – Best team project management tool
  6. SugarCRM – Best powerful project management tool
  7. OpenCRX – Best activities tracking tool
  8. HubSpot – Best project management software
  9. LeadSquared – Best lead generating tool
  10. SalesForceIQ – Best customers information management tool
  11. Nimble Best project management tool
  12. Freshdesk – Best customer care software
  13. 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

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

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

4. Bonsai – Best For Its Easy Setup

Best Simple CRMs

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

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

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

Resources

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