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The 35 Best
CRMs
@maguay
The 35 Best CRMs
Choosing a CRM is like
choosing toothpaste.
The 35 Best CRMs
The 35 Best CRMs
There are so many
to choose from.
The 35 Best CRMs
And they all promise
to do the job.
The 35 Best CRMs
The 35 Best CRMs
But some are
better at one thing.
The 35 Best CRMs
The 35 Best CRMs
So you pick
what matters most.
The 35 Best CRMs
5
Types of CRMs
The 35 Best CRMs
Contacts
The 35 Best CRMs
• Gather info about your contacts
• Log interactions and notes
• Surface related internal connections
Contact CRMs…
The 35 Best CRMs
Conversations
The 35 Best CRMs
• Pull out contact interactions
• Group conversations by those involved
• Show where to reply and follow up
Conversation CRMs…
The 35 Best CRMs
Leads & Deals
The 35 Best CRMs
• Track potential customers as "leads"
• Add info as you work
• Turn that lead into a "deal"
Lead & Deal CRMs…
The 35 Best CRMs
Marketing Automation
The 35 Best CRMs
• Tie directly into your site or app
• Help you personalize your marketing
• Communicate with contacts
Marketing Automation CRMs…
The 35 Best CRMs
Multipurpose
The 35 Best CRMs
• CRM is one feature of a broader app
• Let you select a number of apps and
use them together in one place
• Consolidate your work in one place
Multipurpose CRMs…
The 35 Best CRMs
The Best CRMs
The 35 Best CRMs
• Unique features
• Little installation or setup time
• Works with Zapier for easy integrations
Best CRM Criteria
The 35 Best CRMs
10
CRMs that focus on
Conacts
The 35 Best CRMs
Google Contacts
Free; Google Apps for Work starts at $5/user/month
The most basic CRM available; already
available to Gmail users
Read a Google Contacts review
The 35 Best CRMs
See App Features and Pricing
The 35 Best CRMs
Highrise
Free for 2 users; Around $4/user/month
Helps you know everything possible
about your contacts
Read a Highrise Review
The 35 Best CRMs
See Highrise Features and Pricing
The 35 Best CRMs
Clevertim
Free for 2 users; Around $4/user/month
A quick overview of your contacts' info
Read a Clevertim Review
The 35 Best CRMs
See Clevertim Features and Pricing
The 35 Best CRMs
Insightly
Free for 3 users; $9/user/month
Google Apps-styled CRM that
automatically finds contact info
Read an Insightly Review
The 35 Best CRMs
See Inightly Features and Pricing
The 35 Best CRMs
OnePageCRM
Around $10/user/month
Keeps everything on one page
Read a OnePageCRM Review
The 35 Best CRMs
See OnePageCRM Features and Pricing
The 35 Best CRMs
Act! Cloud
$10/user/month
An advanced, social network-powered
address book
Read an Act! Cloud Review
The 35 Best CRMs
See Act! Cloud Features and Pricing
The 35 Best CRMs
Capsule
Free for 2 users; $12/user/month
Organize your contacts into lists
Read a Capsule Review
The 35 Best CRMs
See Capsule Features and Pricing
The 35 Best CRMs
Solve
Around $13/user/month (min. 3 users)
A deeply customizable CRM that's
integrated with Google Docs
Read a Solve Review
The 35 Best CRMs
See Solve Features and Pricing
The 35 Best CRMs
Nimble
$15/user/month
An address book that'll tell you who to
contact
Read a Nimble Review
The 35 Best CRMs
See Nimble Features and Pricing
The 35 Best CRMs
Batchbook
$55/month for unlimited users
Quickly import your contacts and work
the way you want
Read a Batchbook Review
The 35 Best CRMs
See Batchbook Features and Pricing
The 35 Best CRMs
5
CRMs that focus on
Conversations
The 35 Best CRMs
Nutshell
$15/user/month
A CRM that's fun and tells you more
about your contacts
Read a Nutshell Review
The 35 Best CRMs
See Nutshell Features and Pricing
The 35 Best CRMs
Contactually
$18/user/month
Quickly send bulk emails with
customizable templates
Read a Contactually Review
The 35 Best CRMs
See Contactually Features and Pricing
The 35 Best CRMs
Streak
Free up to 5 users; $19/user/month
A CRM that's built into Gmail
Read a Streak Review
The 35 Best CRMs
See Streak Features and Pricing
The 35 Best CRMs
RelateIQ
$49/user/month
Easily share all of your team's email
conversations
Read a RelateIQ Review
The 35 Best CRMs
See RelateIQ Features and Pricing
The 35 Best CRMs
Close.io
$59/user/month
Track emails and phone conversations
together
Read a Close.io Review
The 35 Best CRMs
See Close.io Features and Pricing
The 35 Best CRMs
8
CRMs that focus on
Leads & Deals
The 35 Best CRMs
ProsperWorks
Free in beta
A mix of contact, conversation, and
deal management
Read a ProsperWorks Review
The 35 Best CRMs
See ProsperWorks Features and Pricing
The 35 Best CRMs
Pipedrive
$9/user/month
A Kanban board-driven CRM that
shows everything at a glance
Read a Pipedrive Review
The 35 Best CRMs
See Pipedrive Features and Pricing
The 35 Best CRMs
Zoho CRM
Free up to 3 users; $12/user/month
Manage your leads and deals in a
suite of apps
Read a Zoho CRM Review
The 35 Best CRMs
See Zoho CRM Features and Pricing
The 35 Best CRMs
Base
$15/user/month
Helps you know exactly what you need
to do next
Read a Base Review
The 35 Best CRMs
See Base Features and Pricing
The 35 Best CRMs
PipelineDeals
$24/user/month
A dashboard that shows you
everything that's going on
Read a PipelineDeals Review
The 35 Best CRMs
See PipelineDeals Features and Pricing
The 35 Best CRMs
Pipeliner
$35/user/month
Link your contacts and their
relationships graphically
Read a Pipeliner Review
The 35 Best CRMs
See Pipeliner Features and Pricing
The 35 Best CRMs
SugarCRM
$35/user/month; Free Community Edition to run on
your own servers
Know everything possible about the
people you're selling to
Read a SugarCRM Review
The 35 Best CRMs
See SugarCRM Features and Pricing
The 35 Best CRMs
Salesforce
$65/user/month
A powerful CRM platform that lets you
customize everything
Read a Salesforce Review
The 35 Best CRMs
See Salesforce Features and Pricing
The 35 Best CRMs
10
CRMs that focus on
Marking Automation
The 35 Best CRMs
Intercom
Free event tracking and customer profiles; around
$20 per 1k customers for full features
Read an Intercom Review
Talk to customers directly through your web or
mobile app for either marketing or support
The 35 Best CRMs
See Intercom Features and Pricing
The 35 Best CRMs
Inbound Now
Free basic features; add extra features starting at $9.99 per
plugin or $149.99/year for unlimited plugins and support
A WordPress-powered, self-hosted
marketing engine and CRM
Read an Inbound Now Review
The 35 Best CRMs
See Inbound Now Features and Pricing
The 35 Best CRMs
Interakt
Around $10/user/month (beta pricing)
Rich analytics about your customers
Read an Interakt Review
The 35 Best CRMs
See Interakt Features and Pricing
The 35 Best CRMs
Instant Customer
Around $10/user/month with 2 phone numbers and
a point system for call, SMS, and other usage pricing
Keep up with leads from calls, business
cards, lead pages, email, SMS, and more
Read an Instant Customer Review
The 35 Best CRMs
See Instant Customer Features and Pricing
The 35 Best CRMs
Agile CRM
From $14.99/user/month
See simple ways to engage customers and real-
time notifications to know who you could contact
Read an Agile CRM Review
The 35 Best CRMs
See Agile CRM Features and Pricing
The 35 Best CRMs
CallTrackingMetrics
$29/month for unlimited users; Phone numbers start at $2.25/
month, calls at 4.2¢/minute, and SMS at 1.75¢/message
Phone call tracking and SMS marketing
Read a CallTrackingMetrics Review
The 35 Best CRMs
See CallTrackingMetrics Features and Pricing
The 35 Best CRMs
Jumplead
Free for 1 user and up to 100 customers; around
$16/user/month for basic plans
Know exactly where your customers come
from, geographically and on the internet
Read a Jumplead Review
The 35 Best CRMs
See Jumplead Features and Pricing
The 35 Best CRMs
Infusionsoft
Around $75/user/month
Know what you need to work on plus a
suite of eCommerce features
Read an Infusionsoft Review
The 35 Best CRMs
See Infusionsoft Features and Pricing
The 35 Best CRMs
Hatchbuck
Starts at $99/month for 1 user and up to 2.5k customers;
$299/month for unlimited users and customers
Focus on your individual contacts and their
actions on your site
Read a Hatchbuck Review
The 35 Best CRMs
See Hatchbuck Features and Pricing
The 35 Best CRMs
HubSpot
$200/month for 3 users and up to 100 customers;
$100/month per additional 1k customers
Make your content marketing work for you
Read a HubSpot Review
The 35 Best CRMs
See HubSpot Features and Pricing
The 35 Best CRMs
3
CRMs that focus on being
Multipurpose
The 35 Best CRMs
Podio
Free up to 5 users; $9/user/month
Combine all of your team's data in one app
Read a Podio Review
The 35 Best CRMs
See Podio Features and Pricing
The 35 Best CRMs
Odoo
$15/user/month for each app; free to install on your
own server
A self-hosted suite of apps
Read an Odoo Review
The 35 Best CRMs
See Odoo Features and Pricing
The 35 Best CRMs
TrackVia
$19/user/month (min. 10 users)
Build a CRM that works the way you want
Read a TrackVia Review
The 35 Best CRMs
See TrackVia Features and Pricing
The 35 Best CRMs
2
CRM Resources
The 35 Best CRMs
Get the Best CRM Cheat Sheet
Everything in
this presentation
in a printable
PDF document!
Get the cheat sheet now!
The 35 Best CRMs
Learn more about
CRM apps with this
definitive free
eBook from Zapier.
Learn more >
The 35 Best CRMs
• “The 35 Best CRMs” is a free resource from Zapier, the easiest way to integrate
your apps and automate your workflow.
• App descriptions written by Matthew Guay, marketer at Zapier. Slides by Danny
Schreiber, marketer at Zapier, and Bryan Landers, .
• App screenshots and pricing information pulled from apps in September 2014.
• Photos: Toothpaste aisle courtesy Kevin McShane. Brushing teeth courtesy The
Buried Life. Line of toothpaste courtesy Waltarrrrr. Conversation courtesy Todd
Fong. Leads & Deals courtesy Bruno Covas. Contacts courtesy Myles Grant.
Marketing Automation courtesy Stefan W. Multipurpose courtesy Jim Pennucci.
Credits
The end.
@maguay

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The 35 Best CRM Apps

  • 2. The 35 Best CRMs Choosing a CRM is like choosing toothpaste.
  • 3. The 35 Best CRMs
  • 4. The 35 Best CRMs There are so many to choose from.
  • 5. The 35 Best CRMs And they all promise to do the job.
  • 6. The 35 Best CRMs
  • 7. The 35 Best CRMs But some are better at one thing.
  • 8. The 35 Best CRMs
  • 9. The 35 Best CRMs So you pick what matters most.
  • 10. The 35 Best CRMs 5 Types of CRMs
  • 11. The 35 Best CRMs Contacts
  • 12. The 35 Best CRMs • Gather info about your contacts • Log interactions and notes • Surface related internal connections Contact CRMs…
  • 13. The 35 Best CRMs Conversations
  • 14. The 35 Best CRMs • Pull out contact interactions • Group conversations by those involved • Show where to reply and follow up Conversation CRMs…
  • 15. The 35 Best CRMs Leads & Deals
  • 16. The 35 Best CRMs • Track potential customers as "leads" • Add info as you work • Turn that lead into a "deal" Lead & Deal CRMs…
  • 17. The 35 Best CRMs Marketing Automation
  • 18. The 35 Best CRMs • Tie directly into your site or app • Help you personalize your marketing • Communicate with contacts Marketing Automation CRMs…
  • 19. The 35 Best CRMs Multipurpose
  • 20. The 35 Best CRMs • CRM is one feature of a broader app • Let you select a number of apps and use them together in one place • Consolidate your work in one place Multipurpose CRMs…
  • 21. The 35 Best CRMs The Best CRMs
  • 22. The 35 Best CRMs • Unique features • Little installation or setup time • Works with Zapier for easy integrations Best CRM Criteria
  • 23. The 35 Best CRMs 10 CRMs that focus on Conacts
  • 24. The 35 Best CRMs Google Contacts Free; Google Apps for Work starts at $5/user/month The most basic CRM available; already available to Gmail users Read a Google Contacts review
  • 25. The 35 Best CRMs See App Features and Pricing
  • 26. The 35 Best CRMs Highrise Free for 2 users; Around $4/user/month Helps you know everything possible about your contacts Read a Highrise Review
  • 27. The 35 Best CRMs See Highrise Features and Pricing
  • 28. The 35 Best CRMs Clevertim Free for 2 users; Around $4/user/month A quick overview of your contacts' info Read a Clevertim Review
  • 29. The 35 Best CRMs See Clevertim Features and Pricing
  • 30. The 35 Best CRMs Insightly Free for 3 users; $9/user/month Google Apps-styled CRM that automatically finds contact info Read an Insightly Review
  • 31. The 35 Best CRMs See Inightly Features and Pricing
  • 32. The 35 Best CRMs OnePageCRM Around $10/user/month Keeps everything on one page Read a OnePageCRM Review
  • 33. The 35 Best CRMs See OnePageCRM Features and Pricing
  • 34. The 35 Best CRMs Act! Cloud $10/user/month An advanced, social network-powered address book Read an Act! Cloud Review
  • 35. The 35 Best CRMs See Act! Cloud Features and Pricing
  • 36. The 35 Best CRMs Capsule Free for 2 users; $12/user/month Organize your contacts into lists Read a Capsule Review
  • 37. The 35 Best CRMs See Capsule Features and Pricing
  • 38. The 35 Best CRMs Solve Around $13/user/month (min. 3 users) A deeply customizable CRM that's integrated with Google Docs Read a Solve Review
  • 39. The 35 Best CRMs See Solve Features and Pricing
  • 40. The 35 Best CRMs Nimble $15/user/month An address book that'll tell you who to contact Read a Nimble Review
  • 41. The 35 Best CRMs See Nimble Features and Pricing
  • 42. The 35 Best CRMs Batchbook $55/month for unlimited users Quickly import your contacts and work the way you want Read a Batchbook Review
  • 43. The 35 Best CRMs See Batchbook Features and Pricing
  • 44. The 35 Best CRMs 5 CRMs that focus on Conversations
  • 45. The 35 Best CRMs Nutshell $15/user/month A CRM that's fun and tells you more about your contacts Read a Nutshell Review
  • 46. The 35 Best CRMs See Nutshell Features and Pricing
  • 47. The 35 Best CRMs Contactually $18/user/month Quickly send bulk emails with customizable templates Read a Contactually Review
  • 48. The 35 Best CRMs See Contactually Features and Pricing
  • 49. The 35 Best CRMs Streak Free up to 5 users; $19/user/month A CRM that's built into Gmail Read a Streak Review
  • 50. The 35 Best CRMs See Streak Features and Pricing
  • 51. The 35 Best CRMs RelateIQ $49/user/month Easily share all of your team's email conversations Read a RelateIQ Review
  • 52. The 35 Best CRMs See RelateIQ Features and Pricing
  • 53. The 35 Best CRMs Close.io $59/user/month Track emails and phone conversations together Read a Close.io Review
  • 54. The 35 Best CRMs See Close.io Features and Pricing
  • 55. The 35 Best CRMs 8 CRMs that focus on Leads & Deals
  • 56. The 35 Best CRMs ProsperWorks Free in beta A mix of contact, conversation, and deal management Read a ProsperWorks Review
  • 57. The 35 Best CRMs See ProsperWorks Features and Pricing
  • 58. The 35 Best CRMs Pipedrive $9/user/month A Kanban board-driven CRM that shows everything at a glance Read a Pipedrive Review
  • 59. The 35 Best CRMs See Pipedrive Features and Pricing
  • 60. The 35 Best CRMs Zoho CRM Free up to 3 users; $12/user/month Manage your leads and deals in a suite of apps Read a Zoho CRM Review
  • 61. The 35 Best CRMs See Zoho CRM Features and Pricing
  • 62. The 35 Best CRMs Base $15/user/month Helps you know exactly what you need to do next Read a Base Review
  • 63. The 35 Best CRMs See Base Features and Pricing
  • 64. The 35 Best CRMs PipelineDeals $24/user/month A dashboard that shows you everything that's going on Read a PipelineDeals Review
  • 65. The 35 Best CRMs See PipelineDeals Features and Pricing
  • 66. The 35 Best CRMs Pipeliner $35/user/month Link your contacts and their relationships graphically Read a Pipeliner Review
  • 67. The 35 Best CRMs See Pipeliner Features and Pricing
  • 68. The 35 Best CRMs SugarCRM $35/user/month; Free Community Edition to run on your own servers Know everything possible about the people you're selling to Read a SugarCRM Review
  • 69. The 35 Best CRMs See SugarCRM Features and Pricing
  • 70. The 35 Best CRMs Salesforce $65/user/month A powerful CRM platform that lets you customize everything Read a Salesforce Review
  • 71. The 35 Best CRMs See Salesforce Features and Pricing
  • 72. The 35 Best CRMs 10 CRMs that focus on Marking Automation
  • 73. The 35 Best CRMs Intercom Free event tracking and customer profiles; around $20 per 1k customers for full features Read an Intercom Review Talk to customers directly through your web or mobile app for either marketing or support
  • 74. The 35 Best CRMs See Intercom Features and Pricing
  • 75. The 35 Best CRMs Inbound Now Free basic features; add extra features starting at $9.99 per plugin or $149.99/year for unlimited plugins and support A WordPress-powered, self-hosted marketing engine and CRM Read an Inbound Now Review
  • 76. The 35 Best CRMs See Inbound Now Features and Pricing
  • 77. The 35 Best CRMs Interakt Around $10/user/month (beta pricing) Rich analytics about your customers Read an Interakt Review
  • 78. The 35 Best CRMs See Interakt Features and Pricing
  • 79. The 35 Best CRMs Instant Customer Around $10/user/month with 2 phone numbers and a point system for call, SMS, and other usage pricing Keep up with leads from calls, business cards, lead pages, email, SMS, and more Read an Instant Customer Review
  • 80. The 35 Best CRMs See Instant Customer Features and Pricing
  • 81. The 35 Best CRMs Agile CRM From $14.99/user/month See simple ways to engage customers and real- time notifications to know who you could contact Read an Agile CRM Review
  • 82. The 35 Best CRMs See Agile CRM Features and Pricing
  • 83. The 35 Best CRMs CallTrackingMetrics $29/month for unlimited users; Phone numbers start at $2.25/ month, calls at 4.2¢/minute, and SMS at 1.75¢/message Phone call tracking and SMS marketing Read a CallTrackingMetrics Review
  • 84. The 35 Best CRMs See CallTrackingMetrics Features and Pricing
  • 85. The 35 Best CRMs Jumplead Free for 1 user and up to 100 customers; around $16/user/month for basic plans Know exactly where your customers come from, geographically and on the internet Read a Jumplead Review
  • 86. The 35 Best CRMs See Jumplead Features and Pricing
  • 87. The 35 Best CRMs Infusionsoft Around $75/user/month Know what you need to work on plus a suite of eCommerce features Read an Infusionsoft Review
  • 88. The 35 Best CRMs See Infusionsoft Features and Pricing
  • 89. The 35 Best CRMs Hatchbuck Starts at $99/month for 1 user and up to 2.5k customers; $299/month for unlimited users and customers Focus on your individual contacts and their actions on your site Read a Hatchbuck Review
  • 90. The 35 Best CRMs See Hatchbuck Features and Pricing
  • 91. The 35 Best CRMs HubSpot $200/month for 3 users and up to 100 customers; $100/month per additional 1k customers Make your content marketing work for you Read a HubSpot Review
  • 92. The 35 Best CRMs See HubSpot Features and Pricing
  • 93. The 35 Best CRMs 3 CRMs that focus on being Multipurpose
  • 94. The 35 Best CRMs Podio Free up to 5 users; $9/user/month Combine all of your team's data in one app Read a Podio Review
  • 95. The 35 Best CRMs See Podio Features and Pricing
  • 96. The 35 Best CRMs Odoo $15/user/month for each app; free to install on your own server A self-hosted suite of apps Read an Odoo Review
  • 97. The 35 Best CRMs See Odoo Features and Pricing
  • 98. The 35 Best CRMs TrackVia $19/user/month (min. 10 users) Build a CRM that works the way you want Read a TrackVia Review
  • 99. The 35 Best CRMs See TrackVia Features and Pricing
  • 100. The 35 Best CRMs 2 CRM Resources
  • 101. The 35 Best CRMs Get the Best CRM Cheat Sheet Everything in this presentation in a printable PDF document! Get the cheat sheet now!
  • 102. The 35 Best CRMs Learn more about CRM apps with this definitive free eBook from Zapier. Learn more >
  • 103. The 35 Best CRMs • “The 35 Best CRMs” is a free resource from Zapier, the easiest way to integrate your apps and automate your workflow. • App descriptions written by Matthew Guay, marketer at Zapier. Slides by Danny Schreiber, marketer at Zapier, and Bryan Landers, . • App screenshots and pricing information pulled from apps in September 2014. • Photos: Toothpaste aisle courtesy Kevin McShane. Brushing teeth courtesy The Buried Life. Line of toothpaste courtesy Waltarrrrr. Conversation courtesy Todd Fong. Leads & Deals courtesy Bruno Covas. Contacts courtesy Myles Grant. Marketing Automation courtesy Stefan W. Multipurpose courtesy Jim Pennucci. Credits