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    Best Mac CRM software overall

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    zoho-crm
    9.8
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.8

    Technical Score

    40.0%

    8.0

    User score

    9.8
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    9.5

    Product & Pricing

    25.0%

    9.8

    Core CRM

    20.0%

    10

    Sales & Automation

    15.0%

    10

    Integrations & Access

    15.0%

    9.6

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.7
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.8

    Overall score

    40.0%

    9.6

    Price

    N/A~ £9

    Why buy?

    • Lower recurring entry-plan price (14 $/user/mo)
    • Offers a permanent free plan
    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Highly rated mobile apps (4.5+ ★) (4.5)
    • Sales forecasting
    • Supports omnichannel messaging
    • ...

    Why avoid?

      ...
    • 10.0
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      10

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 10.0
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 14 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    Zoho CRM is a cloud-based sales automation platform featuring a forever-free tier for up to 3 users and paid plans ranging from $14 to $52 per user per month. Its key characteristics include a visual Kanban pipeline, omnichannel tracking (email, phone, WhatsApp), Blueprint process enforcement, Canva...Read more

    Mac CRM software with the best reviews

    Compare

    bitrix24
    9.7
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.7

    Technical Score

    40.0%

    8.0

    User score

    9.7
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    9.3

    Product & Pricing

    25.0%

    9.6

    Core CRM

    20.0%

    10

    Sales & Automation

    15.0%

    10

    Integrations & Access

    15.0%

    10

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.2
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.7

    Overall score

    40.0%

    8.0

    Price

    N/A~ £45

    Why buy?

    • Offers a permanent free plan
    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Generous included file storage (20 GB)
    • Highly rated mobile apps (4.5+ ★) (4.5)
    • Sales forecasting
    • Supports omnichannel messaging
    • ...

    Why avoid?

      ...
    • 9.5
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      8.8

      Starting price

      25.0%

      10

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 10.0
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 10.0
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      10

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 49 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    Bitrix24 is an all-in-one business software platform featuring a Customer Relationship Management (CRM) system that incorporates omnichannel communication tools (email, telephony, SMS, and social media tracking), multi-pipeline deal management, automated workflows, an AI-powered assistant (CoPilot),...Read more

    Best Mac CRM software for enterprise security and compliance

    Compare

    vtiger-crm
    9.7
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.7

    Technical Score

    40.0%

    8.0

    User score

    9.7
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    9.2

    Product & Pricing

    25.0%

    9.8

    Core CRM

    20.0%

    10

    Sales & Automation

    15.0%

    9.9

    Integrations & Access

    15.0%

    10

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.7
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.7

    Overall score

    40.0%

    9.6

    Price

    N/A~ £9

    Why buy?

    • Offers a permanent free plan
    • Supports single sign-on
    • Generous included file storage (50 GB)
    • Custom objects available
    • Wide multilingual language support (15)
    • Sales forecasting
    • Supports omnichannel messaging
    • Advanced territory management
    • ...

    Why avoid?

      ...
    • 9.9
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      9.7

      Starting price

      25.0%

      10

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 10.0
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 10.0
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      10

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 31.10 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    Vtiger CRM is an all-in-one relationship management platform designed on a LAMP stack (Linux, Apache, MySQL, PHP) that integrates marketing, sales, and customer service functionalities with an open-source core. Key specifications and technical characteristics include contact management, automated pi...Read more

    Best value for money

    Compare

    hubspot-smart-crm
    9.7
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.7

    Technical Score

    40.0%

    8.0

    User score

    9.7
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    9.5

    Product & Pricing

    25.0%

    9.5

    Core CRM

    20.0%

    10

    Sales & Automation

    15.0%

    10

    Integrations & Access

    15.0%

    9.6

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.3
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.7

    Overall score

    40.0%

    8.4

    Price

    N/A~ £35

    Why buy?

    • Lower recurring entry-plan price (20 $/user/mo)
    • Offers a permanent free plan
    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Generous included file storage (20 GB)
    • Highly rated mobile apps (4.5+ ★) (4.5)
    • Sales forecasting
    • ...

    Why avoid?

    • Lower included contact limit (1 contacts)
    • No dedicated client portal
    • ...
    • 10.0
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      10

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 10.0
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 20 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    HubSpot Smart CRM is a cloud-based customer relationship management software built on a unified data layer that features custom object modeling, automatic data enrichment, and native Breeze AI conversational intelligence to track communication pipelines across sales, marketing, and service. Its main...Read more

    Compare

    salesforce-sales-cloud
    9.5
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.5

    Technical Score

    40.0%

    8.0

    User score

    9.5
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    8.6

    Product & Pricing

    25.0%

    9.5

    Core CRM

    20.0%

    10

    Sales & Automation

    15.0%

    10

    Integrations & Access

    15.0%

    9.6

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    7.5
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.5

    Overall score

    40.0%

    2.8

    Price

    N/A~ £160

    Why buy?

    • Lower recurring entry-plan price (25 $/user/mo)
    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Highly rated mobile apps (4.5+ ★) (4.5)
    • Sales forecasting
    • Supports omnichannel messaging
    • Advanced territory management
    • ...

    Why avoid?

    • No dedicated client portal
    • ...
    • 8.5
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      4.0

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 10.0
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 25 $/user/mo
    • Free plan: no
    • Workflow automation: yes

    Salesforce Sales Cloud is a highly customizable, cloud-based enterprise CRM platform featuring robust modules for contact, lead, pipeline, and opportunity management, alongside advanced AI capabilities via Einstein and Agentforce. Its primary advantages include unparalleled system scalability, deep ...Read more

    Compare

    freshsales
    9.4
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.4

    Technical Score

    40.0%

    8.0

    User score

    9.4
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    9.3

    Product & Pricing

    25.0%

    9.2

    Core CRM

    20.0%

    9.5

    Sales & Automation

    15.0%

    9.7

    Integrations & Access

    15.0%

    9.6

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.5
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.4

    Overall score

    40.0%

    9.6

    Price

    N/A~ £9

    Why buy?

    • Lower recurring entry-plan price (9 $/user/mo)
    • Offers a permanent free plan
    • Supports single sign-on
    • Custom objects available
    • Sales forecasting
    • Supports omnichannel messaging
    • Advanced territory management
    • Supports lead scoring
    • ...

    Why avoid?

    • Limited included file storage (5 GB)
    • No dedicated client portal
    • No in-quote online payments
    • No project management
    • ...
    • 10.0
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      10

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 8.5
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      4.0

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 9 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    Freshsales by Freshworks is a cloud-based sales CRM that centralizes client operations by offering contact management, Kanban-style visual deal pipelines, custom reports, and built-in omnichannel communication tools including email, WhatsApp, and integrated cloud telephony. Key specifications includ...Read more

    Compare

    frappe-crm
    9.4
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.4

    Technical Score

    40.0%

    8.0

    User score

    9.4
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    9.6

    Product & Pricing

    25.0%

    8.9

    Core CRM

    20.0%

    9.1

    Sales & Automation

    15.0%

    9.7

    Integrations & Access

    15.0%

    9.8

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.6
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.4

    Overall score

    40.0%

    10

    Price

    N/A~ £0

    Why buy?

    • Lower recurring entry-plan price (15 $/user/mo)
    • Generous included file storage (unlimited)
    • Offers a permanent free plan
    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Sales forecasting
    • Supports omnichannel messaging
    • ...

    Why avoid?

    • Subpar or missing mobile apps (3.5)
    • No dedicated client portal
    • No in-quote online payments
    • No built-in e-signature
    • ...
    • 10.0
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      10

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 10.0
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 10.0
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      10

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 15 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    Frappe CRM is a lightweight, open-source customer relationship management system built on the Python and JavaScript Frappe Framework, engineered for teams wanting full software sovereignty, straightforward lead handling, and seamless ERPNext synergy. It features clean deal pipelines, automated email...Read more

    Compare

    microsoft-dynamics-365-sales
    9.3
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.3

    Technical Score

    40.0%

    8.0

    User score

    9.3
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    8.1

    Product & Pricing

    25.0%

    9.3

    Core CRM

    20.0%

    10

    Sales & Automation

    15.0%

    9.9

    Integrations & Access

    15.0%

    10

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    8.4
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.3

    Overall score

    40.0%

    6.4

    Price

    N/A~ £80

    Why buy?

    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Sales forecasting
    • Supports omnichannel messaging
    • Advanced territory management
    • Supports lead scoring
    • Official startup program or discount
    • ...

    Why avoid?

    • Higher recurring entry-plan price (65 $/user/mo)
    • No dedicated client portal
    • ...
    • 7.7
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      7.9

      Starting price

      25.0%

      4.0

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 10.0
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 10.0
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      10

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 65 $/user/mo
    • Free plan: no
    • Workflow automation: yes

    Microsoft Dynamics 365 Sales is a cloud-based CRM built on the Microsoft Power Platform, featuring native Azure AI (Copilot), robust pipeline automation, and deep integration with Office 365, Teams, and Power BI. Key benefits include precise predictive forecasting, seamless Outlook synchronization, ...Read more

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    creatio-crm
    9.1
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.1

    Technical Score

    40.0%

    8.0

    User score

    9.1
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    8.0

    Product & Pricing

    25.0%

    9.3

    Core CRM

    20.0%

    9.5

    Sales & Automation

    15.0%

    9.2

    Integrations & Access

    15.0%

    10

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    8.9
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.1

    Overall score

    40.0%

    8.4

    Price

    N/A~ £35

    Why buy?

    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Sales forecasting
    • Supports omnichannel messaging
    • Advanced territory management
    • Supports lead scoring
    • Automated sales sequences
    • ...

    Why avoid?

    • No outbound webhooks
    • No dedicated client portal
    • No in-quote online payments
    • ...
    • 8.2
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      9.2

      Starting price

      25.0%

      4.0

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 10.0
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 10.0
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      10

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 40 $/user/mo
    • Free plan: no
    • Workflow automation: yes

    Creatio CRM is an AI-native, no-code Customer Relationship Management and Business Process Management (BPM) platform that unifies sales, marketing, and customer service into a single composable architecture. Key characteristics and specifications include its multi-module design (Sales, Marketing, an...Read more

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    pipedrive
    9.0
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.0

    Technical Score

    40.0%

    8.0

    User score

    9.0
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    8.4

    Product & Pricing

    25.0%

    8.7

    Core CRM

    20.0%

    9.0

    Sales & Automation

    15.0%

    10

    Integrations & Access

    15.0%

    9.6

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.2
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.0

    Overall score

    40.0%

    9.6

    Price

    N/A~ £9

    Why buy?

    • Lower recurring entry-plan price (14 $/user/mo)
    • Supports single sign-on
    • Wide multilingual language support (15)
    • Highly rated mobile apps (4.5+ ★) (4.5)
    • Sales forecasting
    • Supports omnichannel messaging
    • Official startup program or discount
    • Automated sales sequences
    • ...

    Why avoid?

    • Limited included file storage (5 GB)
    • No dedicated client portal
    • No in-quote online payments
    • ...
    • 8.5
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      4.0

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 8.5
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      4.0

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 10.0
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 14 $/user/mo
    • Free plan: no
    • Workflow automation: yes

    Pipedrive is a cloud-based, sales-focused CRM software characterized by its visual, drag-and-drop Kanban pipeline interface and activity-based selling framework. Its primary pros include a highly intuitive user adoption experience, seamless two-way email synchronization, customizable workflow automa...Read more

    Compare

    monday-crm
    9.0
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.0

    Technical Score

    40.0%

    8.0

    User score

    9.0
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    8.2

    Product & Pricing

    25.0%

    8.9

    Core CRM

    20.0%

    9.0

    Sales & Automation

    15.0%

    9.9

    Integrations & Access

    15.0%

    9.6

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.2
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.0

    Overall score

    40.0%

    9.6

    Price

    N/A~ £9

    Why buy?

    • Lower recurring entry-plan price (12 $/user/mo)
    • Supports single sign-on
    • Generous included file storage (20 GB)
    • Highly rated mobile apps (4.5+ ★) (4.5)
    • Sales forecasting
    • Supports omnichannel messaging
    • Supports lead scoring
    • Official startup program or discount
    • ...

    Why avoid?

    • Higher minimum seat requirement (3 seats)
    • No dedicated client portal
    • No in-quote online payments
    • No calling or dialer
    • ...
    • 8.5
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      4.0

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 8.8
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      4.0

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 12 $/user/mo
    • Free plan: no
    • Workflow automation: yes

    Built on the flexible Monday Work OS infrastructure, Monday CRM provides an intuitive, color-coded, no-code data management environment with multi-view boards (Table, Kanban, Gantt) and predefined entity templates for leads, contacts, accounts, and deals. Its core technical specifications include a ...Read more

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    salesmate-crm
    9.0
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    9.0

    Technical Score

    40.0%

    8.0

    User score

    9.0
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    8.7

    Product & Pricing

    25.0%

    9.2

    Core CRM

    20.0%

    9.5

    Sales & Automation

    15.0%

    8.7

    Integrations & Access

    15.0%

    8.7

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.0
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    9.0

    Overall score

    40.0%

    9.1

    Price

    N/A~ £20

    Why buy?

    • Lower recurring entry-plan price (23 $/user/mo)
    • Supports single sign-on
    • Custom objects available
    • Generous included file storage (20 GB)
    • Highly rated mobile apps (4.5+ ★) (4.5)
    • Sales forecasting
    • Supports omnichannel messaging
    • Advanced territory management
    • ...

    Why avoid?

    • No integration marketplace
    • No dedicated client portal
    • No in-quote online payments
    • No project management
    • European data residency
    • ...
    • 8.5
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      4.0

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 8.5
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      4.0

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 23 $/user/mo
    • Free plan: no
    • Workflow automation: yes

    Salesmate CRM is an AI-powered revenue operating system that unifies contact management, unlimited visual drag-and-drop sales pipelines, marketing automation, and customer support ticketing into a single workspace. Built with integrated omnichannel communications, it features a built-in VoIP system ...Read more

    Compare

    orocrm
    8.9
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    8.9

    Technical Score

    40.0%

    8.0

    User score

    8.9
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    9.2

    Product & Pricing

    25.0%

    9.0

    Core CRM

    20.0%

    8.6

    Sales & Automation

    15.0%

    8.2

    Integrations & Access

    15.0%

    9.8

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.3
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    8.9

    Overall score

    40.0%

    10

    Price

    N/A~ £0

    Why buy?

    • Generous included file storage (unlimited)
    • Offers a permanent free plan
    • Supports single sign-on
    • Custom objects available
    • Sales forecasting
    • Supports omnichannel messaging
    • Advanced territory management
    • Supports lead scoring
    • ...

    Why avoid?

    • Subpar or missing mobile apps (no mobile app)
    • No official mobile apps
    • Higher recurring entry-plan price (59 $/user/mo)
    • No dedicated client portal
    • No in-quote online payments
    • No project management
    • No sales sequences
    • No built-in e-signature
    • ...
    • 9.3
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      8.2

      Starting price

      25.0%

      10

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 7.3
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      4.0

      Project management

      20.0%

      4.0

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 10.0
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      10

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 59 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    OroCRM is a highly flexible, open-source and enterprise CRM solution built on the Symfony PHP framework, engineered primarily for B2B merchants, multichannel commerce operators, and growing brands seeking a 360-degree customer view. It delivers multi-channel pipeline visualization, customer account ...Read more

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    eway-crm
    8.9
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    8.9

    Technical Score

    40.0%

    8.0

    User score

    8.9
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    9.0

    Product & Pricing

    25.0%

    8.7

    Core CRM

    20.0%

    8.1

    Sales & Automation

    15.0%

    8.7

    Integrations & Access

    15.0%

    10

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.1
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    8.9

    Overall score

    40.0%

    9.6

    Price

    N/A~ £9

    Why buy?

    • Lower recurring entry-plan price (20 $/user/mo)
    • Offers a permanent free plan
    • Supports single sign-on
    • Highly rated mobile apps (4.5+ ★) (4.5)
    • Sales forecasting
    • Supports omnichannel messaging
    • Supports lead scoring
    • European data residency
    • ...

    Why avoid?

    • No integration marketplace
    • No dedicated client portal
    • No in-quote online payments
    • No calling or dialer
    • No sales sequences
    • No built-in e-signature
    • ...
    • 10.0
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      10

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 8.8
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      4.0

      Calling and dialer

    • 10.0
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      10

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 20 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    eWay-CRM is an embedded customer relationship management system specifically engineered to run directly inside Microsoft Outlook 365, turning the inbox into a single workspace for contact, sales pipeline, marketing, and project management. Key technical specifications and modules include comprehensi...Read more

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    corteza-crm-suite
    8.9
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    8.9

    Technical Score

    40.0%

    8.0

    User score

    8.9
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    8.9

    Product & Pricing

    25.0%

    9.8

    Core CRM

    20.0%

    7.4

    Sales & Automation

    15.0%

    8.4

    Integrations & Access

    15.0%

    9.8

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.2
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    8.9

    Overall score

    40.0%

    10

    Price

    N/A~ £0

    Why buy?

    • Lower recurring entry-plan price (0 $/user/mo)
    • Generous included file storage (unlimited)
    • Offers a permanent free plan
    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Sales forecasting
    • Supports omnichannel messaging
    • ...

    Why avoid?

    • Subpar or missing mobile apps (no mobile app)
    • No time-limited free trial
    • No official mobile apps
    • No in-quote online payments
    • No calling or dialer
    • No native AI assistant
    • No sales sequences
    • No built-in e-signature
    • ...
    • 8.8
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      10

      Free plan

      20.0%

      4.0

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 7.6
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      4.0

      Mobile apps

      20.0%

      4.0

      Calling and dialer

    • 10.0
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      10

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 0 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    Corteza CRM Suite is an enterprise-grade open-source customer management and digital work platform built on a low-code architecture by Planet Crust, engineered for organizations requiring custom records, strict privacy, and complex multi-department workflows. It delivers modular record builders, cas...Read more

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    netsuite-crm
    8.8
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    8.8

    Technical Score

    40.0%

    8.0

    User score

    8.8
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    7.2

    Product & Pricing

    25.0%

    9.3

    Core CRM

    20.0%

    9.0

    Sales & Automation

    15.0%

    9.7

    Integrations & Access

    15.0%

    9.6

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    6.5
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    8.8

    Overall score

    40.0%

    1.0

    Price

    N/A~ £880

    Why buy?

    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Sales forecasting
    • Supports omnichannel messaging
    • Advanced territory management
    • Supports lead scoring
    • European data residency
    • ...

    Why avoid?

    • Higher recurring entry-plan price (99 $/user/mo)
    • Subpar or missing mobile apps (3.5)
    • No dedicated client portal
    • No calling or dialer
    • No sales sequences
    • ...
    • 7.0
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      6.2

      Starting price

      25.0%

      4.0

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 8.8
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      4.0

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 99 $/user/mo
    • Free plan: no
    • Workflow automation: yes

    Oracle NetSuite CRM is a cloud-based customer relationship management platform that delivers a real-time, holistic view of the customer lifecycle from lead generation and opportunity tracking through sales force automation, marketing automation, customer service management, and partner relationship ...Read more

    Compare

    opencrx
    8.8
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    8.8

    Technical Score

    40.0%

    8.0

    User score

    8.8
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    8.9

    Product & Pricing

    25.0%

    9.6

    Core CRM

    20.0%

    7.8

    Sales & Automation

    15.0%

    7.5

    Integrations & Access

    15.0%

    9.8

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.2
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    8.8

    Overall score

    40.0%

    10

    Price

    N/A~ £0

    Why buy?

    • Lower recurring entry-plan price (0 $/user/mo)
    • Generous included file storage (unlimited)
    • Offers a permanent free plan
    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Sales forecasting
    • Advanced territory management
    • ...

    Why avoid?

    • Subpar or missing mobile apps (no mobile app)
    • No time-limited free trial
    • No official mobile apps
    • No in-quote online payments
    • No native AI assistant
    • No sales sequences
    • No built-in e-signature
    • ...
    • 8.8
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      10

      Free plan

      20.0%

      4.0

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 8.8
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      4.0

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 10.0
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      10

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 0 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    openCRX is an established, enterprise-grade open-source customer relationship management system written in Java, engineered for large corporations, financial institutions, and public entities requiring heavy transactional reliability, complex account hierarchies, and on-premises security. It deliver...Read more

    Compare

    sap-sales-cloud
    8.8
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    8.8

    Technical Score

    40.0%

    8.0

    User score

    8.8
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    7.0

    Product & Pricing

    25.0%

    9.3

    Core CRM

    20.0%

    9.0

    Sales & Automation

    15.0%

    9.7

    Integrations & Access

    15.0%

    9.6

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    7.7
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    8.8

    Overall score

    40.0%

    5.1

    Price

    N/A~ £110

    Why buy?

    • Generous included file storage (100 GB)
    • Supports single sign-on
    • Custom objects available
    • Wide multilingual language support (15)
    • Sales forecasting
    • Supports omnichannel messaging
    • Advanced territory management
    • Supports lead scoring
    • ...

    Why avoid?

    • Higher minimum seat requirement (15 seats)
    • Higher recurring entry-plan price (60 $/user/mo)
    • Subpar or missing mobile apps (3.5)
    • No dedicated client portal
    • No calling or dialer
    • No marketing automation
    • ...
    • 7.8
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      8.2

      Starting price

      25.0%

      4.0

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 8.8
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      10

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      4.0

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 60 $/user/mo
    • Free plan: no
    • Workflow automation: yes

    SAP Sales Cloud is an enterprise-grade, cloud-based CRM platform designed with an API-first microservices architecture to streamline lead-to-cash workflows, customer master data management, and opportunity tracking. Its core technical capabilities feature predictive time-series pipeline forecasting,...Read more

    Compare

    attio
    8.8
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    8.8

    Technical Score

    40.0%

    8.0

    User score

    8.8
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    9.7

    Product & Pricing

    25.0%

    8.2

    Core CRM

    20.0%

    8.1

    Sales & Automation

    15.0%

    8.5

    Integrations & Access

    15.0%

    9.4

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    9.1
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    8.8

    Overall score

    40.0%

    10

    Price

    N/A~ £0

    Why buy?

    • Offers a permanent free plan
    • Lower recurring entry-plan price (29 $/user/mo)
    • Supports single sign-on
    • Generous included file storage (50 GB)
    • Custom objects available
    • Highly rated mobile apps (4.5+ ★) (4.5)
    • Sales forecasting
    • Supports lead scoring
    • ...

    Why avoid?

    • No built-in quotes or invoicing
    • No dedicated client portal
    • No in-quote online payments
    • No calling or dialer
    • No marketing automation
    • No project management
    • Limited language options (English only) (English only)
    • No built-in e-signature
    • ...
    • 9.0
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      9.8

      Starting price

      25.0%

      10

      Free plan

      20.0%

      10

      Free trial

      15.0%

      4.0

      Built-in quotes and invoicing

    • 10.0
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      10

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 5.2
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      4.0

      Built-in quotes and invoicing

      25.0%

      4.0

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      4.0

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

    double-arrow
    • Starting price: 29 $/user/mo
    • Free plan: yes
    • Workflow automation: yes

    Attio is a modern, data-driven cloud CRM platform built for fast-growing technology and investment teams, featuring an agile customizable workspace, native custom objects, automated relationship intelligence, and built-in AI capabilities. Its core strengths include an exceptionally flexible data arc...Read more

    Compare

    kommo-crm
    8.7
    Overall score

    What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

    When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

    Score components:

    60.0%

    8.7

    Technical Score

    40.0%

    8.0

    User score

    8.7
    Technical Score

    What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

    When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

    Score components:

    25.0%

    8.5

    Product & Pricing

    25.0%

    8.2

    Core CRM

    20.0%

    8.6

    Sales & Automation

    15.0%

    9.6

    Integrations & Access

    15.0%

    9.4

    Security & Deployment

    8.0
    User score

    What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

    When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

    Score components:

    70.0%

    0.0

    User reviews

    30.0%

    1.0

    Popularity

    8.8
    Ratio quality/price

    What it is: An indicator that combines the overall scores of CRM platforms with their prices.

    When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

    Score components:

    60.0%

    8.7

    Overall score

    40.0%

    9.1

    Price

    N/A~ £20

    Why buy?

    • Lower recurring entry-plan price (15 $/user/mo)
    • Generous included file storage (unlimited)
    • Supports single sign-on
    • Supports omnichannel messaging
    • Supports lead scoring
    • Automated sales sequences
    • European data residency
    • Native marketing automation
    • ...

    Why avoid?

    • Lower included contact limit (50 contacts)
    • No dedicated client portal
    • No in-quote online payments
    • No project management
    • No built-in e-signature
    • ...
    • 8.5
      Small business

      What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

      Score components:

      40.0%

      10

      Starting price

      25.0%

      4.0

      Free plan

      20.0%

      10

      Free trial

      15.0%

      10

      Built-in quotes and invoicing

    • 8.5
      Sales automation

      What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

      Score components:

      35.0%

      10

      Workflow automation

      25.0%

      10

      Lead scoring

      25.0%

      4.0

      Sales forecasting

      15.0%

      10

      Email sync and tracking

    • 8.5
      Client and pipeline management

      What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

      Score components:

      35.0%

      10

      Built-in quotes and invoicing

      25.0%

      4.0

      Project management

      20.0%

      10

      Mobile apps

      20.0%

      10

      Calling and dialer

    • 8.8
      Enterprise security and compliance

      What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

      Score components:

      35.0%

      10

      Single sign-on (SSO)

      25.0%

      10

      Audit logs

      20.0%

      4.0

      Self-hosting

      20.0%

      10

      API access

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    • Starting price: 15 $/user/mo
    • Free plan: no
    • Workflow automation: yes

    Kommo CRM is a cloud-based, messenger-centric CRM platform designed specifically for small-to-medium businesses that manage sales funnels directly through communication channels like WhatsApp, Instagram, Telegram, Facebook Messenger, email, and telephony. Key technical specifications include a visua...Read more

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