Reviews

monday CRM is a no-code customizable solution built on top of monday.com Work OS. It’s easy to use and helps business owners and sales teams take control of their entire sales cycle on one centralized platform. The system allows you to create boards that organize sales leads, manage their contact information, and communication history to build customer relationships. The CRM smoothly integrates with most work tools including email marketing platforms, communication apps, and invoicing software. This can help streamline workflows and eliminate manual data entry, saving work hours and money for small businesses and solopreneurs. The company also offers a free plan, with limited features, which is a great starting point, and allows you to learn the product. The system’s sales pipeline management solution offers Kanban boards, a popular tool for visualizing workflows. You can create a pipeline board to track leads through different sales funnel stages, prioritize them, and monitor progress toward closing deals. These are just a few of the capabilities that the CRM system offers, helping SMBs and enterprises alike to automate manual work so that they can focus on their customers.

Pipedrive is a globally recognized CRM solution trusted by over 100,000 businesses worldwide. Founded in Estonia and now employing over 1,000 people across Europe and the U.S., Pipedrive empowers sales teams to streamline their entire sales process, from lead generation to deal closure. Leveraging AI-powered features, Pipedrive automates tasks, nurtures prospects, and provides valuable insights through real-time sales forecasting, goal-setting, and advanced metrics. This data-driven approach helps businesses of all sizes optimize their sales strategy and focus on what truly matters: closing deals. Whether you’re a small startup or a large enterprise, Pipedrive adapts to your unique needs, providing a flexible and scalable solution that aligns perfectly with your sales journey.

Founded in 2004 by MIT graduate students, HubSpot is one of the leading global companies for inbound marketing and sales tools. The company offers tools and software that help companies with their inbound marketing and sales efforts, manage and optimize campaigns that attract visitors, convert leads, and close customers. HubSpot offers an AI-powered customer hub for an all-in-one front officer customer platform solution. This includes a hub for marketing, sales, service, content, operations and commerce, all in one service.

Klaviyo was founded in 2012 by Andrew Bialecki and Ed Hallen to address the gap between marketing and customer data. They built a CRM platform specifically for B2C brands. In fact, Klaviyo claims to be the only CRM built just for B2C. Today, more than 169,000 brands use Klaviyo to improve how they connect with their customers. Klaviyo began as a customer database tool and quickly expanded to include email and SMS marketing, eventually growing into the full CRM platform it is today. Some of its well-known customers include Unilever, Mattel, Dollar Shave Club, and Vans. Its core features include marketing automation through email and SMS, advanced customer segmentation, AI-driven personalization, and a centralized customer hub to support better service. Klaviyo also offers over 350 pre-built integrations with popular e-commerce platforms, helping brands get a complete view of their customers in one place.

SugarCRM is a technology company that provides a holistic, B2B-focused customer relationship management (CRM) platform. Founded in 2004 as an open-source project, it has since grown into a proprietary solution with products covering various sales and marketing needs. Today, SugarCRM serves more than 4,000 customers across 120 countries and is regarded as a leading CRM for B2B businesses. The core of SugarCRM is the Sugar platform, a flexible and scalable framework that supports a range of business applications. These tools help automate key processes and give businesses a unified view of the customer journey. The platform includes Sugar Sell for sales automation, Sugar Market for marketing automation, and Sugar Serve for customer service.

ClickUp is a cloud-based all-in-one project management platform that brings different work tools together in one place, including CRM. It was founded in 2017 by Zeb Evans and Alex Yurkowski. Today, over 3 million teams use ClickUp around the world. Its key features include task management, document sharing, team chat, and whiteboards. Some of its well-known clients are American Airlines, Siemens, T-Mobile, Sephora, and Zillow. Although ClickUp is primarily a project management platform, it also offers a range of CRM capabilities to help sales and marketing teams manage their customer relationships and sales pipelines. It provides a flexible framework of views and dashboards that let users build a custom CRM system. With the launch of ClickUp Brain, which includes AI features, the platform has introduced easy automations that streamline various workflows, including those relevant to client relationships. ClickUp is suitable for both small and large teams.

With over 7 million users, QuickBooks is one of the most popular accounting platforms for small and mid-sized businesses. Although it still offers a desktop version, the majority of business owners favor the cloud-based QuickBooks platform, which can be accessed on practically every device. Coupled with easy accessibility, this accounting platform also has various plans available, depending on the size and needs of your business.

With over 7 million users, QuickBooks is one of the most popular accounting platforms for small and mid-sized businesses. Although it still offers a desktop version, the majority of business owners favor the cloud-based QuickBooks platform, which can be accessed on practically every device. Coupled with easy accessibility, this accounting platform also has various plans available, depending on the size and needs of your business.

Capsule CRM is a customer relationship management (CRM) platform developed by Zestia, a software company specializing in business productivity tools. Designed for small and medium-sized businesses, Capsule aims to simplify how companies interact with their customers. Core features include contact management, deal tracking, sales pipeline visualization, task management, and basic reporting. Capsule allows users to store customer information in a centralized database, track interactions such as phone calls, emails, and meetings, and visualize the progress of sales deals through different stages of the sales pipeline. The platform also includes features to manage tasks, set reminders, and collaborate with colleagues on customer accounts. Basic reporting capabilities offer insights into sales activity and performance. By providing a centralized platform for customer data and interactions, Capsule aims to improve communication within sales teams, streamline sales processes, and ultimately enhance customer relationships.