Top Alternatives to Salesforce CRM: [Open Source/Paid]
1) Monday CRM
Monday.com is a CRM software that lets you handle all your sales processes in one place. It streamlines your entire sales process with a colorful and visual interface. Features: Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc. Free Trial: Free Forever Plan
It allows your teams to run processes, projects, and everyday work as they want Helps you to import all your customer data in just a few clicks. Automatically schedules notifications and reminders. This CRM software helps you to integrate with other tools to accelerate response time. It helps you to collaborate with your team in one shared workspace. It brings your team together, anywhere and anytime.
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2) Pipedrive
Pipedrive is a tool that provides a simple way to get more deals. It has a dashboard that can be customized to measure the performance against set goals. Features: Integration: Zapier, Google Meet, Microsoft Teams, Pipechat, HubSpot, etc. Free Trial: 30 Day Free Trial (No Credit Card Required)
You can get deals from your web forms and chatbot. Leads data can be easily imported from a spreadsheet. Seamlessly integrate with more than 150 apps. A dashboard can be customized according to products, activities, and more. It helps you to forecast your performance. Pipedrive can be used on iPhone and Android devices. You can track calls, emails, and contact history with ease. This app enables you to manage sales conversations from any inbox.
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3) Zendesk
Zendesk is a Sales CRM to enhance sales teams’ productivity, processes, and pipeline visibility. This tool lets you keep track of every interaction with every customer and turn that data into a report. It allows you to make calls, send emails, schedule meetings. Features: Integration: JIRA, Salesforce, Shopify, Slack etc. Free Trial: 14 Day Free Trial (No Credit Card Required)
It offers sales and marketing tools built for salespeople. It enables you to make calls, send emails, schedule meetings, view deal history all from one place. You can keep your team focused on the highest value leads. It allows you to conduct your marketing campaigns. It helps you to manage your sales efficiently It helps you to build your own apps using the Zendesk Apps framework. Dive deeper into your sales data with pre-built dashboards
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4) Zoho CRM
Zoho is a Sales CRM tool that helps you improve teams’ productivity with designs that are precise solutions to business activities. Its Automation and customizable dashboard attract and satisfy customers. Features: Integration: Google, Zapier, GitHub, Dropbox. Free Trial: 14 Day Free Trial
Everyone working on a project can log their billable and non-billable hours using timesheets. Quytech-Mobile App Development. You can create an issue and track them as they get fixed and tested. The team will always access the latest version of all project documents. In-person Training is available.
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5) HubSpot CRM
HubSpot CRM is a strong competitor of Salesforce that allows the sales team to start their work without making changes in their existing workflow. It is one of the Salesforce alternatives that enables you to get full visibility into your sales pipeline in real time. Features: Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc. Free Trial: Free Forever
You can monitor the delivery of email messages. HubSpot enables you to arrange client meetings effortlessly. You can send bulk emails. This Salesforce alternatives free tool has a dashboard to view all reports. You can manage contact with ease. It provides more than 300 integration.
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6) ClickUp CRM
ClickUp CRM is a software application that makes it easy to organize and grow your customer relationships with tracking, data visualizations, and email interactions, all in one place. It also allows you to analyze data for customer insights. Features: Integration: Google drive, GitHub, Bitbucket, Cloud, etc. Free Trial: Free Forever Plan
It organizes your accounts in a list, Kanban board, or tables for quick data entry. Helps you to eliminate silos and fast-track communications by integrating your emails with CRM. It helps you build the perfect customer database.
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7) Act! CRM
Act is an all-in-one CRM for sales and marketing tool which allows you to generate repeated clients. It is one of the best Salesforce Alternatives software that allows you to perform advanced contact management and email marketing features.
Features:
It helps you to keep all your contact & customer details It offers customizable dashboards integrations with Outlook, Gmail, Zoom, and DocuSign. You can unlock the full potential of Act! with Custom Tables! Manage detailed Optimize methods you and your team communicate with prospects and customers You can generate repeat clients and build even stronger relationships. Supported platforms: Android and iOS apps
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8) Keap
Keap is a CRM solution that helps you to grow your business and improve customer service. It automatically captures new leads, assigns tasks, and send emails to clients.
Features:
You can access client information from any device. It provides a dashboard to track the sales process. Clients can make payments in one click. Connect Keap app with Outlook or Gmail, and it will automatically update your contact. It provides smart forms using which you can collect client data. You can personalize your messages to send when new leads come in. Scheduling and managing appointments are easy.
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9) OnePageCRM
OnePageCRM is a web-based relationship management application designed for small businesses. It converts the complexity of sales into a simple to-do list.
Features:
You can easily track your business goals. It helps can organize your contact with ease. This tool enables you to visualize your plan in a better way.
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10) Close
Close is a sales productivity platform that helps you to close deals. It has a built-in calling, SMS, and email sending facility.
Features:
You can see and manage all your sales activities. It has a friendly user interface. This app enables you to personalize the email template. You can find lead information in less amount of time. It provides an overview of emails you have sent, opened, response rates, and more. Close.com can be integrated with Facebook, Google Sheet. Close.com has built-in a one-click calling feature.
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11) PipelineDeals
PipelineDeals is an easy to use customer relationship management app. It helps sales representatives to close more deals.
Features:
This Salesforce like software helps you to manage project details, deadlines, and milestones. You can create an unlimited dashboard and reports using Excel and Google Sheets. It enables you to import data from any system, including Google, Outlook, Excel, etc. PipelineDeals can be integrated with Outlook, Excel, Gmail, etc. It can be used from Apple, Android, and Desktop PC.
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12) Capsule
Capsule is an online application developed by Zestia. It enables you to organize customer information. You can use this program in order to manage contact.
Features:
You can quickly add emails, notes, and documents to each contact. It enables you to segment your audience. You can transfer your contacts from Gmail, Outlook, and CSV (Comma Separated Values) files. This software provides a summary of all your sales. Capsule offers more than 13 sales reports. You can set restrictions for the person you like. Tracking image performance is possible with Capsule. Create and complete your sales tasks on the go.
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13) Less Annoying CRM
Less Annoying CRM is a simple tool that enables you to manage your leads, contacts, calendar, etc. This program helps you to collaborate with others.
Features:
You can import your spreadsheet contacts into CRM. It is one of the Salesforce alternatives open source tools which provides a 256-bit encryption security of your data. Less Annoying CRM can be accessed from any tablet, computer, or smartphone. This app offers a simple lead report. It automatically syncs your data to all devices.
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14) Teamgate
Teamgate is a simple tool that helps you to convert your visitors into business leads. You can integrate this software with social channels, email clients, etc.
Features:
It helps you to control every segment of B2B. You can set a customized filter to search your contacts. Owners can include one or several collaborators. It enables you to identify duplicate sales information. This tool can be integrated with OpenStreetMap. You can easily migrate your data from one source to another. Enables you to create a pipeline based on your sales process.
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15) Dubsado
Dubsado is a business management solution that helps you to build customer relationships and schedule appointments. This tool enables you to send contracts and invoices to handle clients.
Features:
It enables you to embed leads from your website. You can organize your projects and clients into categories. Dubsado helps you to create private boards to stay on track. This software allows you to track the time that you have spent on a specific project. Client emails can be automatically tracked within a project. It automatically sends reminders to your clients with the coming appointment details. Dubsado can sync data with Google, Office 365, or Outlook.
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FAQ
Monday.com Pipedrive Zendesk Zoho CRM HubSpot CRM ClickUp CRM Act! CRM Keap OnePageCRM
