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CRM software can be handy for helping out an organisation centralise and organise the customer data in a more specific way and enhance the customer relationship with the company. FreshDesk is one of them, but we will look at some other CRM software systems that are the best.

Upfront Conclusion

The best freshdesk crm alternatives right now is Apptivo and Cratio CRM

Alternative to FreshDesk

There are many CRM software available other than FreshDesk. So let’s take a look at some of the best available ones.

  1. Apptivo
  2. Cratio
  3. Blackbaud

1- Apptivo

Pricing: $8 per month

Apptivo CRM is a customer relationship management system from cloud business management software company Apptivo. Apptivo CRM consists of applications that can help you manage your customer relationships and sales pipeline.

Applications in the CRM platform include customer contacts, leads, opportunities, and cases, and the system comes with multiple other applications for collaboration. Apptivo makes several other software systems in addition to its CRM, and you can use the collaboration applications in all of them.

Features:

  • This is a cloud-based platform to access Apptivo CRM from a web browser, the desktop application for mac and windows, or the mobile app for ios and android devices.
  • Apptivo CRM comes with several applications to help you manage customer relationships.
  • Every user in Apptivo can customise the way their home screen looks. When you sign in to your account, you’ll see a horizontal list of your CRM applications along the top sidebar and a vertical list of your collaboration applications along the left-hand side.
  • If you go to settings, you can change the arrangement of these apps or even change which apps are listed. Everyone works a little differently, giving individual users more control over their experience with Apptivo.
  • Apptivo CRM offers a powerful application for managing leads. You can store and view leads in several different ways. Manually entering lead information is always an option but Apptivo’s CRM also lets you build custom forms for capturing lead info that you can embed on your website.
  • If you’re migrating to Apptivo from another CRM system, you can import leads via CSV file.
  • When you think a lead could turn into a customer, you can convert it into an opportunity.
  • Apptivo also lets you create opportunities from emails you’ve received. You can see detailed information on opportunities you’ve created from a card view, or view all of them at once from a list or kanban view.
  • Apptivo lets you create multiple sales pipelines, and you can view pipeline reports and sales forecasts to see the historical future revenue potential.

Pros:

  • The most significant advantage of Apptivo’s CRM might be how customisable it is. You can change the system’s navigation layout to suit your working style and add custom fields to record cards.
  • The system also helps streamline lead management with embeddable lead forms for your website, and it supports integrations for a variety of third-party software systems.

Cons:

  • The design of Apptivo looks a bit dated compared to similar solutions; this means some applications are not as intuitive as users might like.
  • The learning curve for new users can be steep.
  • Some users also report the setup of the system taking longer than usual.

2- Cratio CRM

Pricing: $5 per month

Cratio CRM is a customer relationship management system that aims to automate industry workflows and CRM with no-code development and a maximum degree of freedom.

Cratio CRM aims to be an end-to-end CRM platform to accelerate marketing, sales, and services processes of any complexity. This system has features to help orchestrate customer journeys and capture more revenue.

Cratio CRM also has end-to-end sales management features that walk through users’ sales processes and a full-service management platform to store all customer-related data in a centralised location and improve users’ contact centres’ efficiencies.

Cratio CRM is a web-based solution on all modern browsers, for download on Windows or Mac, on-premises for both Windows or Linux, and on mobile devices for both Android and iOS.

Features:

  • Cratio CRM has various features to assist with marketing, sales, and services. Customer and Lead Management.
  • Cratio CRM’s primary focus is on customer relationship management. The 360-degree customer view helps users build knowledge from all touchpoints to paint a holistic picture of each customer’s preferences and needs.
  • For reporting needs, users can also analyse lead generation channels to determine lead conversion and how to improve marketing at each phase of the lead lifecycle.
  • Marketing Workflows Cratio CRM includes tools to help the marketing team get the most out of their campaigns. It helps users design, manage, and evaluate marketing campaigns regardless of the complexity.

Pros:

  • You can personalise individual emails as well
  • Marketing analysis can be as granular as needed to trace a visitor’s journey on users’ websites or landing pages and determine what is and isn’t working.
  • Create CRM has tools to manage users’ sales life cycles from beginning to end. Users praise the ability to use templates available out of the box for quick implementation. For more fine-tuned sales workflows, users can customise them using Cratio CRM’s internal low-code tools.

Cons:

  • Some users have said some parts of the system don’t match the high quality of the other parts, citing reporting and analytics in particular.

3- Blackbaud

Pricing: Only Available Via Quote

Blackbaud CRM is a software system built for enterprise-level fundraising and nonprofit needs. Blackbaud CRM provides nonprofits with a toolset to streamline processes and diversify fundraising capabilities.

Blackbaud’s CRM tools help users keep track of donors, relationships, interactions, and various fundraising teams. Also, multichannel marketing and database segmentation allows users to manage their multifaceted communication efforts, and analytics give users key insights like wealth capacity and philanthropic giving trends.

Blackbaud CRM’s pricing is only available via quote directly from their website.

Blackbaud CRM is exclusively available as a cloud-based solution, accessible through all modern browsers.

Features:

  • Blackbaud CRM features three main pillars: relationship management, marketing, and analytics.
  • The CRM allows users to track interactions between supports and organisations and customise their systems with altered or unique fields for their specific needs.
  • The CRM tool can track progress between different fundraising teams or offices and define the fundraising campaigns for each group as necessary.
  • In addition to planned fundraising campaigns, on-the-go fundraisers are equally viable with access to create or update information directly from mobile devices via their mobile browsers.
  • Blackbaud CRM uses the information entered into the CRM portion of the system to supplement users’ marketing campaigns, directly supplying information, budgets, donor segments, and real-time performance results.
  • Data gathered from multiple marketing campaigns can be pulled together to give management informed decisions on the next steps.
  • Blackbaud also provides a customisable website content management system, giving users the ability to turn their websites into a hub for custom pages, forums, and social networking.
  • ResearchPoint is the analytics arm of Blackbaud CRM’s suite of features, providing robust modelling solutions customised for users’ unique organisations.
  • The nonprofit cooperative database helps nonprofits acquire new donors, keep their current ones, and encourage previous donors to give again.
  • Benchmarking tools also help identify opportunities, review former strategies, and compare overall performance with peers in the nonprofit space.

Pros:

  • Many users appreciate the non-profit-focused features like keeping track of donor and fundraiser information.
  • Due to being a bit complicated, Blackbaud does offer training sessions to assist users with these functions.
  • The users also praise the reporting tools for their ease of use.

Cons:

  • However, some users have complaints about customer support, citing corrections that take a long time to fix.
  • Other users have issues with more complicated features, as they’re not very beginner-friendly.

FAQ’s

What are the components of a CRM software system?

Any CRM software needs few components to be useful at all. These components are technology, strategy, process, and people. The CRM can have application and infrastructure, business goals, and objectives with all of these components.

What problems does a CRM software system solve?

CRM is an advantageous software system that can make work much easier for any organisation. It can solve the problems of messy and decentralised data, irregular workflows, inaccurate sales forecasting, low remote work productivity, and various other problems that a company might face.

What are the types of CRM software systems?

CRM software system has mainly three different types operational, analytical, and collaborative.