In every article or video you watch, they will mention it at least once. However, why?
Just put: Because Salesforce CRM is king.
When it comes to Customer Relationship Management (CRM) Software, Salesforce indeed rules the field. The app is the definitive CRM leader with an estimated $40 billion market capitalization. In addition, the company has over 100,000 customers and revenue that exceeds $3 billion.
Why is that so? Salesforce CRM offers everything. The company provides various products built on core functionalities such as Contact Management, Account Management, Lead Management, Sales Automation, Marketing Automation, Opportunity Management, and reporting and analytics. It lets you organize your entire sales process.
Salesforce also offers a feature called AppExchange, which offers numerous add-ons and industry-specific solutions proven to be very helpful for what they were designed to do.
Why do businesses use Salesforce CRM?
- To get more leads
- To Increase productivity
- To gain better insights.
- It helps them close more deals with ease.
- They can track clicks and create campaigns.
- With leads coming from search, social media, email campaigns, and other marketing channels, businesses need marketing automation to bring them together and manage them collectively.
- They can automate the process of building campaigns to generate quality leads and reduce the sales cycle.
- To get a full view of the customer and his activity, such as social discussions, mentions, and communications.
- Use the Sales Performance Module to set metrics-based goals and highlight sales representatives’ winning performances to encourage healthy competition in the team.
Salesforce products are all cloud-based and offered on a per-user, per-month subscription (paid annually) basis.
However, being feature-rich software also has a negative side: You pay for not using features. If you are a small business, you do not need all those features with the software. Also, with a starting price of $5/user/month, the software is not cheap. What’s more, after purchasing the Salesforce CRM itself, it’s necessary to invest in its implementation. Taken together, the cost of Salesforce products and implementation services may reach an impressive number of around $250,000.
Add this to the fact that small businesses do not need as many features as larger businesses, and you will find that you are paying more than you need to.
For these reasons and more, Salesforce could be the wrong software for your business, or at least, and there could be an option out there that better suits your needs.
That’s why we will give you a look at the best Salesforce alternatives to see if any of them could work better for you.
Best Salesforce Alternatives for CRM:
- Zoho CRM
- Microsoft Dynamics
- Freshworks CRM
- Agile CRM
If you’re looking for an easy-to-use, cloud-based CRM software that plays well with other software, Freshsales might be what you’re looking for.
Freshsales captures leads, depicts where they are from, distributes, scores, and nurtures those leads via multiple communications channels. Freshsales also offers advanced features such as call recording, call routing, auto-dialers, and affiliate management.
The app also provides a revenue analytics tool to collect all relevant source and rep metrics into accurate, attractive and helpful reports. It also has a range of filters you can use to summarize your data so you can organize the results in any way you want.
It also lets you create charts and tables quickly, make summaries with ease, and master matrix reporting in no time.
Why use Freshsales?
- The practical email tracking features
- An event tracking feature
- Directly transfer calls to the system. No hardware or software installation is needed.
- Excellent customer service via chat, phone, and email
They offer the following packages:
- For startups and micro-businesses – FREE FOREVER.
The most basic plan gets you: Unlimited Users, Contact Management, Leads, Accounts, Email, Built-in phone, iPhone and Android Apps, integrations, and more. You can try it for free here. No strings attached.
- For small businesses: $12/user/month if billed annually ($19 if billed monthly)
With this plan, you get: Contact Management, 250 Bulk emails/user/day, Built-in Phone, 2 Sales Campaigns/user, Lead Scoring, 2 Intelligent Workflows, Basic Reporting, Integrations, and iPhone and Android Apps.
- For growing teams: $25/user/month if billed annually ($35 if billed monthly)
With this plan, you get: Contact Management, 500 Bulk emails/user/day, Built-in Phone, 5 Sales Campaigns/user, Lead Scoring, 10 Intelligent Workflows, Advanced Reporting, Integrations, iPhone and Android Apps, Territories and Lead assignment, and Advanced CRM customization.
- For large teams: $49/user/month if billed annually ($65 if billed monthly)
With this plan, you get: Contact Management, 1000 Bulk emails/user/day, Built-in Phone, 10 Sales Campaigns/user, Advanced Lead Scoring
25 Intelligent Workflows, Advanced Reporting, Integrations, iPhone and Android Apps
Territories and Lead assignment, Advanced CRM customization, Auto profile enrichment
Reports Dashboard, and Smart forms and event tracking
- For enterprise: $79/user/month
This is the plan that gets you everything they offer, which means you get: Contact Management, 2000 Bulk emails/user/day, Built-in Phone, 25 Sales Campaigns/user, Advanced Lead Scoring, 50 Intelligent Workflows, Advanced Reporting, Integrations, iPhone and Android Apps, Territories and Lead assignment, Advanced CRM customization, Auto profile enrichment, Reports Dashboard, Smart forms and event tracking, EUC Data Center, and IP Whitelisting.
*All paid plans include multiple pipeline management features.
Pipedrive is a high-quality CRM platform that’s top-rated for its high-quality sales pipeline management features as well as its robust suite of valuable tools. Professionals for professionals designed the system. With that being said, setting up the program and starting to use it is a quick, easy, and painless process.
Pipedrive can organize your business leads with efficiency so you can get a good view of your sales and focus on priority deals.
Pipedrive is entirely mobile optimized. Put in simpler words: it is designed to be used by your sales teams anywhere – helping them be more productive in the field. In addition, the solution integrates with Google Apps smoothly and can integrate with other leading third-party business solutions as well.
Pipedrive’s pricing packages are flexible enough to suit businesses of all sizes. In addition, they offer a free trial, so you could try out the critical features for yourself first to see if they satisfy your needs and meet your requirements. Pipedrive is best-suited for companies that focus on their sales effort and are more concerned with closing deals than customer follow-up after the agreement. An example of such type is real estate companies.
Why Use Pipedrive?
- Cloud-based platform
- Organizes lead collection.
- Efficient Sales Management and deal management.
- Customer Contract Management features.
- It will help you close deals more quickly.
- Provides top rate statistics and extensive reporting features
Pipedrive offers three packages:
- Silver: $10/user/month (if paid annually, otherwise it’s $12) – 2 GB storage/user
- Gold: $21/user/month (if paid annually, otherwise it’s $25) – 5GB storage/user
- Platinum: $63/user/month (if paid annually, otherwise it’s $75 if billed monthly) – 100 GB storage / user
Small businesses need CRM solutions, too, and Insightly is an online CRM software made with small businesses in mind. Businesses primarily use it and are currently used by more than 500,000 users around the globe. However, the solution does offer specific, enterprise-level modules for larger companies and multi-level organizations and businesses, in any case.
Insightly offers CRM features with project management tools, pipeline management, and contact management. These features are designed to help you get clear sales visibility and a good overview of how your operations are going. You can also use it to track deliverables to clients, improve collaboration among team members, boost customer satisfaction, enhance efficiency, and accelerate productivity. In addition, it is optimized for iOS, Android, and Kindle mobile platforms so that team members can use it on the go.
The app also integrates smoothly with popular solutions such as Office, Outlook, Evernote, Google Apps, and MailChimp.
Why Use Insightly?
- Ease of use
- Easily manage customers at every engagement stage.
- Get the small or big picture of your business.
- Get a holistic view of your contacts.
- Free plan
This plan gets you two users, ten emails daily, 2,500 records, ten custom fields, 200Mb of storage, and online community support. You can try it out here. No credit card is required.
This plan gets you 500 emails daily, 2,500 records, 50 custom fields, 1 GB of storage, a mobile business card scanner, onboarding sessions, and email support.
This plan gets you 2,500 emails/day, 100,000 records, 250 custom fields, 10 GB of storage, mobile app business card scanner, onboarding sessions, and priority email support,
gives you 5,000 emails/day, 500 custom fields, 250,000 records, 100 GB of storage, priority email support, mobile app business card scanner, and onboarding sessions
This plan gets you 10,000 emails/day, 500,000 records, 1000 custom fields, 250 GB of storage, a mobile app business card scanner, onboarding sessions, and priority email support.
Nutshell is an innovative CRM software designed to help sales reps gain more success and is best suited for small businesses as it empowers them to win more deals in less time. It integrates with favorite 3rd party apps and services such as Microsoft Office, Microsoft Outlook, and Gmail.
You don’t need an implementation consultant or CRM administrator to start using the app, and you also don’t need more than 24 hours to get started.
The app’s provider offers onboarding assistance and free customer support to help you start using the software.
Why Use Nutshell?
- Easy to use and User-friendly dashboard
- It offers many importing options.
- Comprehensive contacts display
- Lead generation and track sales
- No hidden costs
Nutshell provides three pricing packages:
- $19/user/month if billed annually ($22 if monthly)
This package offers Pipeline tracking, Sales and forecast reporting, Live chat, email support, and phone support.
- $35/user/month if billed annually ($39 if monthly)
This package offers Pipeline tracking, Sales process automation, multiple pipelines, sales and forecast reporting, funnel reporting, Live chat, email support, and phone support.
- $69/user/month if billed annually ($79 if monthly)
This package offers Pipeline tracking, Sales process automation, multiple pipelines, sales and forecast reporting, funnel reporting, Onboarding, dedicated customer success manager, quarterly business reviews, Live chat, email support, and phone support.
Nimble is a popular CRM software with a simple relationship manager that gives insights to managers, so their companies can build better relationships in a multi-channel world.
The app offers a smart way to track and engage business contacts quickly. Although it was built as a Social CRM, it connects with your email and social media accounts.
Nimble provides a unique platform where you can find your contacts, calendar, collaborations, and communications. This platform can also get information from favorite social media channels like Facebook, Twitter, and LinkedIn. It will also link the info it brings from Social Media sites to your business contacts.
One thing that makes Nimble special is the in-CRM message inbox that collects your emails with clients and all your interactions with them on Social media. The app also integrates with 3rd party apps and services such as HubSpot, AWeber, MailChimp, Constant Contact, Freshbooks, HootSuite, and more.
Why Use Nimble?
- A Singular platform makes it easy to manage.
- Keeps your data organized so you can do more
- It saves your data on the track.
- Focus on sales insights and customer engagement
- You can efficiently respond to your CRM needs.
- You can easily import contact information from email, Gmail, Outlook, Yahoo, Facebook, Google+, LinkedIn, and more.
For $22/user per month, if billed annually (and $24 if paid monthly), you get up to 25,000 contacts and 2GB of storage.
HubSpot CRM is a great Salesforce CRM alternative. Why? It’s free, it’s simple, and it’s useful. It allows sales teams to start in no time without needing to change much of their already-existing workflow. The solution is ideal for companies just beginning to recognize how vital CRM is and try it out. It’s also scalable and can be used for enterprises that want to use CRM to reach their fullest potential.
HubSpot CRM software offers users all the essential features you can find in other CRM solutions without the confusing complexity that often comes with it, making it perfect for beginners and mid-market companies.
HubSpot can neatly organize all customers’ communication with your business, so no single detail is lost. It can effectively assign and track your deals, control your agents’ performance, and track all the company’s activities.
Have we mentioned that the HubSpot CRM platform is a certified, premier Google partner? Yeah, and this partnership comes with all the sweet benefits you would expect.
Why Use HubSpot CRM?
- Completely free, perfect for companies wanting to try CRM without breaking the bank
- As an integrated CRM platform, it’s probably the best in the market. No other free CRM solution (and very few paid ones) can compete with the number of available integrations and the level of combinations offered.
- Marketing automation
- Flexible and powerful
- Intuitive interface
- Lead monitoring
HubSpot CRM provides five pricing packages:
1- Free – 0$ for basic CRM and marketing tools.
Key features for this package, you get:
- Lead analytics dashboard
- Lead flows
- Manage Contacts
- Contact Activity
- Contact and company insights
2- Starter – $50/mo.
Key features for this plan, you get all the features of the free plan, plus:
- Custom form fields
- Support via phone and email
3- Basic – Starts at $200/mo.
Key features for this plan, you get all the features of the Starter plan, plus:
- Content Creation tools
- SEO and Strategy
- Social Media
- Landing Pages
- Email Marketing Campaigns
- Mobile Optimization
- Analytics Dashboard
- Standard SSL Certificate
- Subdomain availability
- Up to 3,000 website sessions/mo.
4- Professional – Starts at $800/mo.
Key features for this plan, you get all the features of the Basic plan, plus:
- Goal-Based nurturing
- Smart Content
- Marketing Automation
- Salesforce integration
- A/B Testing
- Attribution Reporting
- No limit on website sessions
5- Enterprise – starts at $2,400/mo.
Key features for this plan, you get all the features of the Professional plan, plus:
- Custom Event Triggers and Custom Event Reporting
- Custom Revenue Reporting
- Contact Reporting
- Predictive Lead Scoring
- Company Reporting
- Event-Based Segmentation
Zoho CRM is an excellent Salesforce alternative designed to attract, retain, and satisfy customers so your business can grow and flourish in today’s competitive market.
The core of the solution’s functionality is to lead. However, it also offers sales pipeline management as well as purchase control and Customer Contract Management. So, of course, it’s a given that the solution comes with all the features you need to get the best results.
If you are not familiar with a Zoho interface, you will be pleased to know that it’s a beautiful and easy-to-use interface. The home screen includes ten components, and you can customize the dashboard to look more business-specific.
Zoho CRM solution is scalable; this means you can use it regardless of the size of your business. In addition, the solution automates daily business activities, tracks sales, and engages customers in various platforms. Likewise, its mobile platform allows you to work from anywhere.
One of the great features for Zoho CRM is the Remote Sales Office, which is an add-on that comes with communication tools for the sales team that can help them keep in touch with prospects and leads while working remotely.
Why Use Zoho CRM?
- Cloud-based platform
- Automates sales operations help you close more deals quickly
- Get access to essential data in real-time.
- You can work from anywhere.
- Integration with Google Apps, Zoho products, and more for added functionality
Zoho CRM Pricing
Zoho CRM platform offers a free edition with the basic features but is limited to only three years. It also provides several other paid packages to choose from. A free trial plan is available, as well.
The plans offered are:
1- Free Plan – 0$
For this plan, you get:
- Up to three users
- Lead management
- CRM views
- Status Update
- Direct Message
- 10 Email templates
- Follow up rules
- Mobile apps
- Workflow automation
As well as several other basic features
2- Standard – $18/user/mo. if billed monthly – $12/user/mo. if billed annually
For this plan, you get all the features of the free plan, plus:
- Scoring rules
- Roles and profiles
- Custom fields
- Sales forecasting
- Document library
- Call Center connectors
3- Professional – $30/user/mo. if billed monthly – $20/user/mo. if billed annually
For this plan, you get all the features of the Standard plan, plus:
- Social CRM
- Sales Signals
- Email Integration
- Workflow and macros
- Blueprint process management
- Records (unlimited)
- Inventory management
- Google Adwords integration
4- Enterprise – $45/user/mo. if billed monthly – $35/user/mo. if billed annually
For this plan, you get all the features of the professional plan, plus:
- Multi-user portals
- Mobile SDK and app distribution
- Target meters
- Predictive Artificial Intelligence
- Anomaly detectors
- Conversational AI (Zia Voice)
- Conditional fields
- Encryption at Rest
5- Bundle – $60/user/month if billed monthly – $50/user/mo. if billed annually
Zoho CRM is a part of the Zoho CRM plus bundle, which combines the customer engagement software solutions of Zoho, and these include:
- Marketing Campaigns
6- Ultimate – $100/user/mo. Billed Annually only.
For this plan, you get all the features from the Enterprise plan, plus:
- Dedicated Database Cluster
- Data Enrichment
- Email Sentiment
- Automation Suggestions
- Enhanced Storage
- Premium Support for free
amoCRM is an easy-to-use CRM and leads and sales management solution specializing in helping small businesses and sales teams close more deals and increase their revenue. It’s created to convert your first-time contacts into leads and then into customers.
amoCRM maintains a centralized database to help with decision-making, and it tracks your performance so you can stay on top of your progress and support your team to do the best they can.
amoCRM’s automated digital sales pipeline streamlines core growth like lead scoring and nurturing, email integrations, and performance tracking through feedback and reports.
amoCRM is also cloud-based, so you don’t need to download or install anything on your computer. You also don’t need to be at the office to get things done or worry about updates or maintenance at all.
The interface is similar to that you can find on social networks, so it will feel familiar to everyone (because, let’s face it, we are all on social media, one or the other). Automation is significant as it eliminates redundant, time-consuming, and error-prone manual processes.
The solution does its best to balance functionality and usability, and we would say that it is successful.
Why Use amoCRM?
- Intuitive interface that anyone can quickly learn, and use
- Optimized for mobile devices
- Optimized fully-featured mobile applications
- Automated Digital pipeline that streamlines the process
amoCRM offers three pricing packages, and all include a 14-day free trial so you can try it out before committing.
Base – $15/mo./user
Key features for this plan,
- Up to 12,500 contacts
- Up to 100 custom field
- Up to 2,500 leads
- Up to 200 MBs of storage
- Up to 50 business card scans
- Custom fields for leads and contacts
- Custom pipeline stages
- Sales pipeline
- Activity report
- Technical Support and Chat
- Data Backup forever
- User and Group permissions
- Secure connection with SSL certificate
- Email Marketing
- SMS marketing
- Merge duplicates
Advanced plan – $25/mo./user
Key features for this plan, you get everything in the base plan, plus:
- Up to 25,000 contacts
- Up to 5,000 open leads
- Up to 200 custom fields
- 400 Mb file storage
- Sales plan
- Business processes & auto-created tasks
- Third-party app notification (Webhooks)
- Customers lead management
- Automation in Digital Pipeline
- Branches and teams for process tracking
- Call analysis
- Sales forecasting
- Log of all visits of account users
- Dashboard widget customization
- Limit visits by IP address by blacklisting and whitelisting
Enterprise Plan – $45/mo./User.
Key features for this plan, you get everything in the advances plan, plus:
- Up to 50,000 contacts
- Up to 10,000 open leads
- Up to 400 custom fields
- Up to 800 Mb file storage
- Lead scoring
- Activity monitoring
- Periodic Backup
Microsoft Dynamics 365 offers several services for businesses, and CRM is among the vital services they offer.
It’s for businesses that need to track, record, and make the best use of customer data.
A CRM, in short, is the best way to reach your business goals through an easy-to-use system that delivers actionable data.
Microsoft Dynamics uses social insights, business intelligence, and campaign management to boost business sales.
Why use Microsoft Dynamic 365?
- Small businesses can grow.
- Delivery of insightful solutions based on data
- Making better decisions
- Managing your time to focus on what matters
Microsoft Dynamics 365 Pricing
Microsoft Dynamics Sales pricing differs depending on the service.
For Sales Professional, price ranges from $20 – 65 per user/ per month. Sales Professional is their package for small and medium-sized businesses.
For Sales Enterprise, the price ranges from $20-95 per user/per month.
For Sales premium, the price is $135 per user/per month.
As for the Microsoft Relationship Sales, it’s $162 per user /per month.
Freshworks CRM is one of the top-rated CRM software in the market with a promise to shorten your sales cycle. In addition, they offer a fantastic service at reasonable prices for small businesses.
They improve sales by offering AI-powered chatbots to address customers’ needs in real-time.
In addition to addressing customers’ needs, they track visitors’ data to your website, understand their behavior, and offer solutions and recommendations to grow your business.
Why use Freshworks CRM?
- Improve sales conversion by 50%
- Generate business opportunities
- Shorten sales cycle
- Find and close the best deals
- Smooth sales team operations
- Contact, lead and deal management
Freshworks CRM Pricing
For small businesses that are just starting, Freshworks offers a free package with the main purpose of organizing a sales team with built-in email, chat, and phone.
Their growth package includes everything in the free package, plus sales reports and dashboard. It’s billed annually at $15 per user/ per month and billed monthly at $18per user/per month.
Pro, their most popular package, has numerous features to make you grow your business like a pro. This package allows you to run campaigns based on data collected along with offering AI-powered insights. It’s billed annually at $39 per user/ per month and monthly at $47 per user/ per month.
As for the ultimate package, Enterprise offers the best CRM deal with advanced customization, governance, and controls with dedicated account management, AI-insights, and so much more at $69 per user /per month billed annually and $83 per user/ per month billed monthly.
There is one keyword you should know about Agile CRM: “affordable.” This is a huge selling point for small businesses looking for ways to grow their business and save money at the same time.
In addition to the affordable price, Agile CRM is all-in-one service with sales and marketing in one place. Plus, the advanced cloud service makes it accessible from anywhere.
Why use Agile CRM?
- Project management tools.
- Automated scheduling, invites, and follow-ups
- Cloud-based services that will take your business to the next level
- Affordable pricing to help you grow your business
Agile CRM Pricing
The first package is entirely free. Key features for this plan include appointment scheduling, unlimited deals, tasks, and documents, etc. It is, however, limited to 10 users.
Their starter package is at $8.99 per user/ per month if billed every two years, and it offers the following services: email campaigns, marketing automation, social monitoring, etc.
Their regular and most popular package is $29.99 per user/ per month if billed every two years. If offers helpdesk, reports, etc.
Enterprise is at $47.99 per user/ month with the following services: email and phone support, Google/Shopify/Stripe Sync, 50+ Plugins/Integrations, etc.
Bitrix24 is the ultimate business solution at a reasonable price. It’s not just a promise. It is a reality expressed by their testimonials: “We were able to reduce the costs by dropping other tools that we now don’t need to use because Bitrix24 integrates multiple solutions in one platform.”
Since it’s affordable and easy to use, more than 9 million organizations have decided to use it.
From advanced CRM solutions to managing your marketing efforts, Bitrix24 is the perfect solution for businesses.
Why use Bitrix24?
- Get more done
- Grow your business
- Increase sales
Bitrix24 offers unlimited users for free with limited services. So if you think about it, it’s a great way to try their service.
The basic plan costs $39 per month for all team members, adding an online store service to the free package.
The standard plan costs #79 per month, and it adds marketing services and online documents to the basic plan.
The Professional Package costs $159 per month, and it adds sales intelligence, HR services, etc., to the standard plan.
And that’s it for now! These have been 12 of the best Salesforce alternatives for CRM.
We hope you enjoyed this article. If so, you might enjoy these resources:
- 13 Best CRM Software for Real Estate to Find
- 10 Need-to-Know Features For CRM Software
- Best CRM Software Solutions for Startups
So now, you know the best Salesforce alternatives to manage your customer relationships.