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Profile Image Aytekin Tank is founder of JotForm. He currently leads the JotForm development team. He loves to hear from JotForm users. Feel free to shoot him an email at aytekin at jotform.com.


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Best CRM Software for Large and Small Organizations

March 25, 2016


Customer relationship management (CRM) software can be the central hub that keeps your organization running smoothly, organizing all of your interactions with customers and vendors, providing key metrics, and essentially managing your sales and marketing departments. However, it can be overwhelming choosing the right CRM software for your company because there’s just. So. Many. But we’re here to offer a little help figuring which one is right for your team.


Below are JotForm users’ preferred CRM softwares, and what each is best for. All of which smoothly integrate with JotForm.


Salesforce

Salesforce is a behemoth in the world of CRM tools. It’s so big and feature rich, in fact, that many large companies hire dedicated Salesforce experts just to train teams on all of the features. With Salesforce, you can manage contacts, build email campaigns, forecast sales, and automate marketing.


Best for: Large companies


Highrise

Hands down, Highrise is the easiest CRM to navigate. Highrise makes it incredibly simple to get started and to use on a daily basis, which is why it’s so perfect for small businesses. It’s intuitive, economically priced, and a perfect step up from simple address books. It also provides the ability to send emails to contacts, as well as import contacts from a CSV file. So you could download your contact list as a CSV from JotForm, and upload it to Highrise to jump start a new account.


Best for: Small businesses


Solve 360

The biggest benefit of Solve 360 is its terrific customization -- you can add unlimited number of custom fields for any of the customer insights your business needs to track. It also gives you the ability to create category tags to make it easy to segment your customer list. Another added benefit is the pre-built integrations with accounting tools like FreshBooks and Xero.


Best for: Customization


Zoho

Need a basic CRM that can expand as you add more employees to your team? Zoho’s probably the CRM choice for your organization. It’s cost-effective (free for up to three users), and it’s fairly easy to get started. Although the dashboard isn’t the most visually appealing option on this list, the functionality is all there. It has most of, if not all, the features as Salesforce, but it’s a cheaper option.


Best for: Medium-sized businesses


Infusionsoft

Infusionsoft is the CRM that works best with robust marketing departments. Powerful built-in marketing automation, e-commerce transaction capabilities, and visual reports make it a really standout CRM software to help inform complex marketing decisions with hard data. While it’s on the pricier side, it’s a great investment.


Best for: Large marketing departments


JotForm easily integrates with each of these CRM tools, which makes it a great way to collect and store the data that helps move your company forward.


Which CRM do you use for your organization? Let us know in the comments below!

13 Comments...


   
kingfisherweddings (March 26, 2016 at 06:00 AM)

Insightly? come on guys this is a must


   
bogotabridaldream (March 29, 2016 at 08:11 AM)

Price and how do we get it?

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ywammadison (March 29, 2016 at 08:37 PM)

We use FundlyFRM (formerly NonProfitEasy) and are trying to get them to integrate with JotForm. It would be a dream come true :)

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kaufmaneb (March 30, 2016 at 10:25 AM)

We also use Insightly. I tried out many including Apptivo and Zoho before I settled. Although Insightly lacks some functionality that Zoho might have, the interface is excellent and I look forward to using it (makes work a little better). Not many programs you can say that about.


   
Simon (April 22, 2016 at 05:21 AM)

We use Microsoft Dynamics 2015. We'd love to be able to use JotForm with it. Any plans guys?

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Client (April 22, 2016 at 05:39 AM)

Why not integrate Hubspot CRM, it's completely free & has better features than most of the above mentioned competitors.

It doesn't matter the size of the organization, it fits anywhere.

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Jayne25 (April 22, 2016 at 05:58 AM)

I reckon Hobspot and integrating Hubspot Sales with the auto-responder emails would be magic! You can see that the email's been opened. Jotform autoresponder emails often go to JUNK or SPAM I find even with our email addresses.
I'm always having to resend copies of what's been sent to the form user because they say they haven't received it and that defeats the object of filling in the form in the first place...


   
johannawise (April 22, 2016 at 12:33 PM)

We use InfusionSoft and we're a small business. Their campaigns are easy to build and analytics are excellent. Great support.

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Qschool (April 22, 2016 at 12:42 PM)

We use Agile CRM and Zapier together with Jotform, so far it has been working fine. Agile has great interface, and the price is affordable.

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Keno Mullings (April 22, 2016 at 01:31 PM)

I second @kingfisherweddings with Insightly and I would also add AgileCRM.

Thanks @Client for recommending Hubspot CRM - I'm checking it out now.

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Chester McLaughlin (April 22, 2016 at 04:15 PM)

Insightly. Once again, Insightly.

Also, while not CRM per se, Airtable has literally changed my life... by which I mean it's been an irreplaceable tool in most of my projects in the last 12 months.

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Sam Makad (July 04, 2016 at 10:11 AM)

Great list! We use Skyward CRM. which is new in the market, but great for small and medium businesses as it can be customized at all possible level, whether it is on-premise or online.


   
Nick (August 31, 2016 at 08:23 AM)

No free CRM on the list, even though Bitrix24 or Hubspot are better than half of the paid options listed here, especially Bitrix24? Hmm

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