Effective customer relationship management forms the core of the success of small businesses in India. As streamlined operations, customer service, and impelled growth became the way forward, CRM software became an effective tool for the same. In this article, find the 15 best CRM software in India tailor-made for small businesses in India. This shall help you take a call that you can be proud of and particularly on improving the efficiency and also the satisfaction of your customers.
What are CRM Software or Tools?
CRM software, or customer relationship management tools, are digital platforms designed to help businesses manage and analyze customer interactions throughout the customer’s life journey. They centralize customer information, automate routine workflows, and provide insights on how to build better relationships, grow sales, and improve business performance overall.
Why Use CRM Software?
1. Better customer relationships:
CRM software centralizes customer data, thereby enabling businesses to get a 360-degree view of their clients for personalized interactions, improved customer service, and relations.
2. Improved sales performance:
CRM systems track leads, manage pipelines, and automate follow-ups, thereby helping sales teams close deals more effectively. Sales representatives spend more time on high-value activities instead of administrative functions.
3. More productivity
CRM software or tool automates routine tasks, follows easy forward-looking workflows, and provides easy access to important information. With a boost in such efficiency, workers can achieve more within less time.
4. Better Collaboration
With a single platform holding the entirety of the pertinent customer information, teams in a business across departments can easily collaborate, and when data is shared between departments, overall efficiency is multiplied. Improved collaboration is catalytic to improving customer experiences and business operations, which complement one another.
5. Data-driven decision-making
It is simple to derive worthwhile business insights from CRM systems because of their reporting and analytics features. A business can harness the data to get insights into and decide on strategies pertaining to sales, marketing campaigns, and customer service improvements.
6. Improved customer retention
Tracking customer interactions and preferences, a business can proactively make a decision on addressing issues and providing both the desired experiences for better customer satisfaction and improvisation of loyalty.
How to choose best CRM software for your business
Selecting the right CRM software is essential to maximize the use of the same. Some of the key factors to be kept in mind while selecting a CRM system are as follows:
1. Define your needs and goals
What problems you aim to solve with your business needs are important reasons behind the same. It eliminates the focus on solutions not offering value to businesses.
2. Ease of use
This is important for the system’s adoption among your team members. Find CRM software that comes with a highly navigable and clear design.
3. Look at the essential features
Find out what kind of features it comes with that serve your purposes in contact management and lead tracking. It is also worth looking at those for pipeline management and reporting. Optional features that you may want are Email marketing, Customer Support ticketing, or Project Management, among others.
4. Analyze Customization
Seek a CRM that you can customize fields, workflows, and reports easily to mirror your processes because each business is operated differently.
5. Check integration capabilities
Your CRM should be able to be integrated safely with other tools you may use, be it email platforms, accounting software, or e-commerce systems, facilitating the smooth flow of data across all your business operations.
6. Data Security and Compliance
Ensure the CRM is compliant with data protection acts and offers robust security to protect your sensitive customer information.
7. Pricing Structure
Be aware of the pricing model; know any hidden costs for adding users, features, or storage. Consider not only your immediate budget, but also your future expenses when your business grows.
The 15 Best CRM Software
Here is the list of CRM companies in India:
1. HubSpot CRM
HubSpot CRM is an all-in-one, easy-to-use online platform with fully integrated tools for Marketing, Sales, and Customer Service. It is known for ease of use and a strong free plan, which is in the first pot of free tools to offer. This product is designed to provide service to businesses and organizations of all sizes.
Integration of HubSpot CRM with other products in the HubSpot suite and third-party tools locates all customer data and interactions in one centralized data. HubSpot CRM’s most prominent features are in the radius of routine task automation, customer interaction tracking, and access to insightful reports.
Key Features:
- Contact and Deal Management
- Email tracking and notifications
- Meeting scheduling
- Custom reporting dashboards
Reasons to Buy:
- Strong free plan for the significant features
- Interacts well with the marketing and service hubs
- Every easy-to-use feature with the minimum learning curve
Limitations
- Only premium plans offer top-tier features
- Stiff for small teams that want top-tier features
- At times, the posting is excruciatingly slow
Pricing: Free plan; paid kicks off at $45/month
Website: www.hubspot.com
2. Semrush
Even though Semrush has basically reached the market as an SEO and digital marketing tools, it now houses CRM functionality, which enables business exercise of marketing and customer management into one window.
As such this makes the Semrush CRM present enhanced opportunities for lead generation and management, highly beneficial for business contexts with a vibrant online presence.
The power of this tool lies in the fact that it merges marketing insights with customer data, thereby giving an altogether different view of customer acquisition and retention.
Key Features:
- Capture and management of leads
- Integration with Semrush marketing tools
- Ability to track tasks and activities
- Has custom fields and tags
Reasons to Buy:
- Tight integration with the rest of the marketing tools from Semrush
- Best-in-class lead generation features
- Rich reporting and analytics
Limitations
- Not as powerful as standalone dedicated CRM platforms
- Primarily focused on digital marketing-related leads
- Requires knowledge of Semrush’s other tools
Price: Included with the Semrush Business plan, starting at $199.95/month
Website: www.semrush.com
3. Salesforce CRM
Salesforce is an almighty platform within the world of CRM. It is highly customizable, carrying a wide array of salable features and best suited to run businesses of all sizes.
It also carries end-to-end packages for sales, marketing, customer service, and analytics. The flexibility and scalability of its power make it so that businesses can tune their operations to achieve this objective.
The CRM also has high-end automation capabilities, AI-driven insights, and a huge ecosystem of third-party integrations through its AppExchange marketplace.
Key Features:
- Customizable sales process
- AI for predictive analytics
- Robust reporting and dashboards.
- Mobile app with offline access
Reasons to Buy:
- Very customizable to meet individual business requirements
- Many integration options
- Scalable for growing businesses
Limitations
- It can be overwhelming and may take up a lot of set-up time.
- The price is higher as compared to some of the other alternative solutions.
- With bigger implementations, it might need dedicated admin resources.
Pricing: $25 per user per month for the Essentials plan
Website: www.salesforce.com
4. Pipedrive
A sales-oriented CRM, Pipedrive allows businesses to manage their sales pipeline in the most effective manner possible. The user quickly gets an intuitive, visual view of the deals and activities needed in the sales pipeline.
Pipedrive is really big on simplicity and very focused on essential sales functions, which is what actually makes it a great solution not only for startups but also for small and medium enterprises that are willing to bring order to their sales actions.
It features custom pipelines, automation features, and integrations with popular business tools.
Key Features:
- Visual sales pipeline management
- AI-driven sales assistant
- Email integration and tracking
- Mobile app for on-the-go access
Reasons to Buy:
- Clean interface with a minimum learning curve
- Heavily focused on the sales process and pipeline management
- Can be customized to all different types of sales methodologies
Limitations
- Not as heavy on the marketing automation side
- Less rich reporting compared to some peers
- Lacking in the deep feature set larger enterprises may require
Pricing: Essential plan starts at $14.90 /user/month
Website: www.pipedrive.com
5. ClickUp
ClickUp is a multitasking platform designed for project management and enhancement of productivity. It is a unique approach in combining task management, document collaboration, and customer relationship management into one tool.
This also makes ClickUp quite an interesting solution when it comes to business process automation for many departments within the organization.
Its features in customer relationship management revolve around lead and deal management, with adaptable views and automation for a broad range of business needs.
Key Features:
- Customizable CRM views: list view, board, calendar
- Task and project management integration
- Document creation and collaboration
- Time tracking and reporting
Reasons to Buy:
- An all-in-one solution for project management and CRM
- Highly customizable to adapt to various workflows
- Generous free plan with all fundamental options
Limitations
- CRM capabilities will be less extended than with professional CRM services
- A steep learning curve tied to a great number of different features
- Some users note that the performance may slow down for large datasets.
Pricing: Free plan available; paid plans starting at $5/user/month
Website: www.clickup.com
6. Zoho CRM
Zoho CRM is a comprehensive customer relationship management platform designed for businesses of every size.
It offers a wide range of functionalities in the domains of sales, marketing, and customer support, thus providing the users with great flexibility when it comes to managing customer interactions through multiple channels.
What really makes Zoho CRM stand apart is the price and the integration with all of the other products from this company, making for a single, cohesive ecosystem of business operations.
Its advanced automation, AI-driven insights, and flexibility in customizing modules make it ideal for meeting requirements across industries.
Key Features:
- Customer engagement across multiple channels
- Automation of workflow and approval
- AI-powered sales assistant
- Management modules
Reasons to Buy:
- Extremely affordable prices, including a feature-rich free plan
- Integration with other Zoho products
- Can be scalable to different industries and sizes of business
Limitations
- The UI/UX may be overly sophisticated for some users
- Some advanced features are only found in the premium or higher plans
- Sometimes customer support is very slow
Pricing: There is a free plan available: for paid plans, the first tier is $14/user/month
Website: www.zoho.com/crm
7. Freshworks CRM
Freshworks CRM, formerly Freshsales, is a robust CRM solution that focuses on giving a 360-degree view of customer interactions.
It offers a clean user interface and incorporates features that seek to simplify the sales, marketing, and customer support process. Freshworks CRM is one of the kind in having AI-based lead scoring and activity capture, which will help the sales team to prioritize their efforts.
The tool also integrates phone and emailing abilities, therefore making it an all-in-one package for customer communications management.
Key Features:
- AI-based enriched lead scoring and insights
- In-built phone and emailing
- Visual sales pipeline management
- Customizable reports and dashboards
Reasons to Buy:
- Intuitive interface with minimal setup
- AI capabilities to boost productivity
- Fully-round sales, marketing and support solution
Limitations
- More advanced features only included in higher-priced plans
- Fewer customization options than some competitors offer
- To meet more unique needs, reporting functionality may be lacking
Pricing: Free option available; paid options start at $15 per user/month
Website: www.freshworks.com/crm
8. Nimble
The capability of Nimble as a social CRM platform should be able to bridge the gap between social media data and more traditional customer information. It enriches contact profiles with data from social networks and other online sources, thereby giving a 360-degree view of customers and prospects.
Among its benefits is the capability in easing management across channels, hence of great value for businesses that rely very much on social media engagement.
It provides an extension for the browser that gives access to updating the CRM right from any web page.
Key Features:
- Auto-Enrichment of Contacts
- Social Media Integration and Monitoring
- Email Tracking and Templates
- Mobile App w/ Business Card Scanner
Reasons to Buy:
- The app gives a platform for enormous engagement over social media.
- The set up is really minimal, and it’s super easy to work with.
- Those insights discovered through auto data enrichment are of great value.
Limitations
- Not highly customizable.
- Lacks many advanced features required by larger enterprises
- Not as well-developed in terms of reporting as some of the competition
Pricing: Starting from $19 per user, per month
Website: www.nimble.com
9. Zapier
Not a CRM provider itself, this automation tool is capable of extending and enhancing CRM software by connecting various different apps to enable businesses to automate numerous day-to-day tasks and processes.
It will enable them to build custom integrations, effortlessly connecting their chosen CRM with their most favorite tools, without requiring the use of a single line of code.
What sets Zapier apart is that it can be used across different platforms—all in an effort to eliminate manual data entry and make all the different systems understand the same language.
Doing a business using different tools for specific tasks can be any CRM’s advantage. This integration tool helps in boosting productivity and accuracy in data.
Key Features:
- Automation in workflows across apps
- Custom integration without code
- Multi-step for workflow complexity
- Opportunity to filter and format info in transit
Reasons to Buy:
- The ability to expand CRM functionality with all types of custom integrations
- Elimination of manual entries and, therefore, most errors
- Increases efficiency with the automation of the most regular, typical tasks
Limitations
- The certain application or CRM must first exist; it is not a CRM solution itself
- It is quite costly for businesses with many tasks or looking for premium features
- It’s not exactly a stand-alone best CRM software
Pricing: Offers free plan; starts from $19.99 per month
Website: www.zapier.com
10. Microsoft Dynamics 365
Microsoft Dynamics 365 is an end-to-end suite of business applications featuring robust CRM functionality.
This one offers a good variety of tools in sales, marketing, customer services, and operations, which makes it really suitable for any business size. One of the unique features of Dynamics 365 is its tight integration with other Microsoft products, such as Office 365 and Power BI.
As a result of this, it provides an excellent experience for those already used to working in the Microsoft ecosystem. It boasts advanced AI, modules that can be personalized, and industry-specific solutions developed to suit different businesses.
Key Features:
- AI-powered insights and recommendations
- Seamless integration with Microsoft 365 suite
- Customizable dashboards and reports
- Mixed reality capabilities with HoloLens
Reasons to Buy:
- A complete package for different business functionalities taking place within a firm
- Great connectivity with Microsoft products
- Scalable and customizable for a variety of sectors
Limitations
- Setting up and customizing this software may be really challenging for the user
- Its price point is slightly on the higher side in contrast to a lot of its competitors available in the market
- It consumes a lot of training to put in place properly.
Pricing: Sales Professional starts at $65/user/month
Website: dynamics.microsoft.com
11. NetHunt CRM
NetHunt CRM is a customer relationship management system right inside your Gmail inbox—a fully-fledged CRM that is tightly integrated with Google Apps. It lets you take full control of your sales right from your email.
The relatively simple and user-friendly nature of Nethunt makes it the ideal tool for small to medium-scale businesses whose prime focus is their email communication.
Available in the platform are customizable records, automated workflows, and detailed analytics to help ease your sales process and promote customer interaction.
Key Features:
- Deeply integrated with Gmail and Google Workspace
- Customizable records and fields
- Email tracking and templates
- Sales automation and pipeline management
Reasons to Buy:
- It’s a great fit with Gmail and Google Workspace.
- It is intuitive with a small learning curve.
- The system is reasonably priced and is a perfect solution for small teams.
Limitations
- The software does not have many capabilities outside the Google ecosystem.
- Advanced features needed for bigger companies are lacking.
- Basic reporting compared to some of the competition.
Pricing: $24/user/month
Website: www.nethunt.com
12. Keap
Keap is an ideal solution for small businesses requiring a combination of CRM and marketing automation in a single place. It delivers a complete package of contact management, marketing automation, e-commerce, and sales pipeline management.
An area where Keap excels is its ability to automate even the most complex marketing and sales workflows, enabling businesses to properly nurture leads and even close deals.
It comes with customizable campaigns, lead generation, and invoicing features and is an all-enzyme solution allowing businesses to run their operations.
Key Features:
- Advanced Marketing Automation
- Ecommerce Integration
- Customizable sales pipeline
- Manages appointments and invoicing
Reasons to Buy:
- Complete, all-in-one sales, marketing, and e-commerce automation; robust automation
- In-built payment processing and raising invoices
Limitations
- Comes with a lot to learn because of the several numbers of features it has
- Small teams would want advanced features; this could be costly.
- Some users report the occasional problem with performance
Pricing: Lite plan starts at $79/month for 2 users
Website: www.keap.com
13. Zendesk
Though more familiar as customer service software, with Zendesk Sell, there is strong CRM functionality that guides sales teams on lead management, pipeline tracking, and forecasting in sales.
Its default characteristics are nil fracture integration between customer support and sales, letting any business provide a cohesive customer experience.
The platform also offers custom fields and automated workflows that help in detailed analytics and drive more energy for sales teams to perform and close deals faster.
Key Features:
- Unified sales and support platform
- Customizable sales pipelines
- Email tracking and analytics
- Mobile apps with offline access
Reasons to Buy:
- Brings sales and support together into the same platform
- Super-intuitive UI. Very little learning curve, even for absolute beginners.
- Very strong reporting and analytics
Limitations
- The high-level features are only included in higher-tier plans.
- Less ‘marketing automation’ as compared to rivals
- Can get pretty expensive with larger teams
Pricing: The team plan will cost $19 user/month
Website: www.zendesk.com/sell
14. Ontraport
Ontraport is an all-in-one business automation platform that includes CRM, marketing automation, and e-commerce.
It is designed for small businesses and entrepreneurs who are looking for a single platform to manage the customer lifecycle. Ontraport stands out in the landscape of campaign automation tools as it is able to throw complex, very granular, multi-step campaigns across multiple channels.
You will find it has visual campaign builders, detailed reporting, and one can also customize data models according to different types of business.
Key Features:
- Visual campaign builder
- Membership site and course creation tools
- E-commerce and payment processing
- Customizable data models and objects
Reasons to Buy:
- All-in-one solution to marketing, sales, and operations;
- Deep automation functionality
- High flexibility in terms of customization;
Limitations
- Steep learning curve
- High price for small teams or a startup
- Some users report having had occasional glitches in the automation workflows
Pricing: Basic starting at $79 per month
Website: www.ontraport.com
15. Nutshell
Nutshell is an intuitive CRM tool that uses a clean design for small to midsize enterprises, designed to make sales work smoothly.
Some of the features that Nutshell comes with include contact management, pipeline tracking, and reporting. Nutshell stands out by being very simple and super intuitively usable—it is a perfect choice for teams that have their first piece of CRM software.
Build custom pipelines, integrate your email, and offer mobile applications for on-the-move sales teams. Nutshell offers more: Personal onboarding assistance, so new users snap in place fast.
Key Features:
- Customizable sales pipelines.
- Email sync and tracking.
- Built-in phone dialer.
- Mobile applications for iOS and Android.
Reasons to Buy:
- Intuitive interface with no learning curve.
- Price is very low for small teams.
- Personalized onboarding and support.
Limitations
- Bounds on marketing automation
- More complex requires more customization, which may not be available
- Basic reporting compared to some of the enterprise-based CRMs
Pricing: From $16 per user per month for their Starter plan
Website: www.nutshell.com
Final Words
These 15 best CRM software in India on the marketplace come with many features and capabilities to adjust to different businesses. Consider a CRM where your top priorities balance customization level, number of people, and budget.
Most of these platforms will let you have a free trial of their functionality beforehand. Fast-track building your customer relationships, linearize the sales process, and increase in growth rate by picking the right CRM solution for your business.
FAQs
1. Name some of the best CRM Software in India?
Some of the best CRM Software in India are — Hubspot CRM, Salesforce, Zoho CRM
2. Suggest a CRM software best for small sized businesses in India.
Zoho CRM and Pipedrive are regarded as the best CRM software for small businesses.
3. How can the best CRM Software benefit my business?
The best CRM Software can benefit your business by helping you streamline your sales and marketing processes, improve customer relationships, and increase overall productivity and efficiency.
4. How can I choose the best CRM Software for my specific business needs?
When choosing the best CRM Software for your business, it is important to consider factors such as your budget, the size of your business, your industry requirements, and any specific features or integrations that are important to you.
