Best Salesforce alternatives for 2021

When it comes to building and scaling your business, a quality customer relationship management (CRM) platform is a must-have tool. CRM software can help boost your sales productivity, measure the effectiveness of your marketing campaigns, and improve the customer experience. 

Salesforce CRM is an excellent platform, but its pricing and other factors may not be ideal for every small business. Luckily, there are plenty of quality alternatives to choose from.

These CRM alternatives offer an array of management tools. Whether you’re looking for project management, sales automation, or pipeline management, these solutions can help.

1. Pipedrive

Pipedrive

This web-based sales CRM boasts impressive ease of use. Because of its heavy focus on customer relationship management, it offers functionality to support marketing and sales. The user interface lets you see the entire sales process from start to finish. 

Custom chatbot and web forms help generate quality leads, while the CRM tracks emails, calls, and contact history for a seamless marketing and sales process. The Pipedrive mobile app is available for both iOS and Android, and it syncs with Microsoft Office, Gmail, Google Drive, and Jotform.

2. Zoho CRM

Zoho CRM

Zoho CRM encompasses lead management, sales force automation, contact management, and more. It provides data-driven metrics and forecasts and is equipped with powerful email marketing tools. 

Real-time tracking keeps your entire sales team on task. The system also enables you to award badges and trophies to teams that meet their sales goals and quotas, encouraging your sales reps. 

Zoho CRM integrates with Jotform to simplify your lead collection process. The free version of Zoho CRM handles up to three users, and it’s a versatile solution for small and medium-sized businesses.   

3. Insightly

Insightly

Insightly is an all-in-one CRM solution that incorporates marketing, sales, projects, and more. This platform keeps all of your customer data in one centralized location for easy access without data fragmentation. Content design and testing tools facilitate powerful marketing, while advanced analytics help you track campaign performance in real time. 

With the ability to link emails and customers to records in your database, you can track existing connections for better customer relationships and sales processes. Insightly also integrates with Jotform, so you can send lead information directly from your forms into your CRM, ensuring nothing gets overlooked.

4. HubSpot CRM

HubSpot CRM

HubSpot CRM offers a completely free plan and is an ideal solution for small businesses and startups working on tight budgets. It delivers many of the same features that more expensive platforms offer, but it does it with a dashboard that’s easy to use. 

HubSpot CRM offers integrations with platforms like Zapier, Salesforce, and Shopify. With HubSpot CRM’s Jotform integration, you can import all of the data that you get from your lead generation forms on your website. You can also link this CRM to your social media profiles, email provider, and more, so it easily keeps all of those essential details in one centralized location.

The free plan offers unparalleled value. You can store up to 1 million contacts, and you’ll get unlimited users and storage. You’ll also save money and time on training, since the platform is user-friendly and easy for staff to learn — which will get your business up and running faster.

5. Freshworks CRM

Freshworks CRM

Freshsales, by Freshworks, is one of the best CRMs for your small business needs. It’s easy to learn and set up, and it has plenty of customization options, which means you can make this software work for your business’s needs. 

Features like workflow and marketing automation, AI sales intelligence, document storage, lead scoring, mobile access, and chat integration help keep your entire sales team on task and up to date. 

Freshworks offers a 21-day free trial so you can determine if it’s right for you.

6. SugarCRM

SugarCRM

SugarCRM is a cloud-based platform that offers everything from sales and automation features to account management and customer relationship management. Features like the Campaign Wizard manage the entire marketing campaign process. 

Editing contracts and documents within the CRM platform is easy, and integrations with Mailchimp, Zendesk, Zapier, and more help streamline workflows. Other perks include cell center automation, unlimited online support, a detailed reporting dashboard, and more. 

SugarCRM is highly customizable to meet your business needs.

Choosing the right CRM system

These CRM tools are excellent choices, and they each offer slightly different features and benefits. 

When choosing a CRM platform for your business, consider factors like your budget, how many users will need access to the platform, what types of activities your business needs to accomplish, and which CRM features are most important to you. 

A CRM that’s the right fit for your business can help automate your sales process, improve your customer relationship management, and more. 

AUTHOR
A journalist and digital consultant, John Boitnott has worked for TV, newspapers, radio, and Internet companies for 25 years. He’s written for Inc.com, Fast Company, NBC, Entrepreneur, USA Today, and Business Insider, among others.

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