Customer Relationship Management (CRM) systems help businesses manage all aspects of their interactions with current and potential customers. By integrating data from various communication channels, CRM systems offer a comprehensive view of a customer’s journey. This helps businesses serve their customers better and also boosts profitability.
The CRM software market in Australia is growing at an annual rate of 8.4% and is projected to reach US$4.4 billion by 2030. As Australian enterprises evolve from outdated customer management strategies, they increasingly use sophisticated CRM systems. But navigating this crowded market to find the right CRM system for your specific needs can be daunting.
Drawing from my extensive experience with CRM systems, we’ve explored various platforms in the Australian market to see what really works. Let’s get into it.
10 Top CRM Systems in Australia
- What Should You Look for in CRM Systems?
- The 10 Best CRM Software to Use in 2024
- 1. ClickUp (Best all-in-one CRM project management system)
- 2. Salesforce CRM (Enterprise CRM platform)
- 3. Zoho CRM (CRM platform for growing businesses)
- 4. Freshsales CRM (AI-powered sales CRM)
- 5. Monday.com (Versatile work management platform)
- 6. HubSpot CRM (Streamlined CRM for holistic customer engagement)
- 7. Tall Emu CRM (Australian CRM for comprehensive business management)
- 8. Pipedrive (Sales acceleration CRM platform)
- 9. Creatio CRM (No-code CRM platform)
- 10. NetSuite (Comprehensive CRM for integrated customer management)
- Get All Your CRM Needs in One Place With ClickUp
Summarize this article for me pleaseWhat Should You Look for in CRM Systems?
When selecting a CRM system in Australia, prioritize features that suit your business needs and the region’s unique regulatory and market dynamics. Therefore, you must ensure your CRM system has the following CRM components:
- Lead management: Look for CRM tools that can capture leads from various channels like websites, social media, and emails. These tools should help you track each lead’s progress through the sales pipeline and employ automated nurturing strategies, such as targeted emails and personalized follow-ups
- Workflow automation: Choose a CRM tool that lets you automate your CRM workflow through custom rules to boost productivity. It should automatically perform actions based on specific triggers, such as routing messages to the appropriate sales rep, sending preset acknowledgments, following up with unresponsive leads, etc.
- Contact management: Look for a tool that centralizes detailed customer information, from demographics to social interactions, allowing smooth management across all departments. This creates a fuller picture of your customers, helping teams build deeper customer relationships. Also, ensure the tool is user-friendly so teams can adopt it quickly
- Customization: Ensure your CRM system allows you to modify and create new contact fields, choose dashboard elements, and create custom reports
- Third-party integrations: Choose a CRM system that integrates effortlessly with your key business applications, particularly popular software like MYOB, Xero, Reckon, and so on. These integrations allow you to manage all your operational needs from a single platform, reducing the need to switch between applications. If you collect payments online, also check for integrations with payment tools like PayPal, Verifone, eWay, etc.
- Interaction tracking: Choose a CRM system that helps you log every interaction with customers, whether via email, phone, or in-person, to provide a context-rich history that can enhance customer service and sales efforts.
- Data security: Ensure that the CRM adheres to compliance standards such as the Australian Privacy Principles, which are critical for safeguarding customer information and maintaining transparency in data handling
Summarize this article for me pleaseThe 10 Best CRM Software to Use in 2024
Let’s have a detailed look at the top 10 CRM software examples that stand out for their ability to enhance customer relationships, simplify sales processes, and boost business efficiency. Whether you’re running a startup or managing a large enterprise, this list will help you find the sales CRM software tool that perfectly aligns with your business needs:
1. ClickUp (Best all-in-one CRM project management system)
ClickUp tops our list for optimizing customer relations, along with the benefit of advanced project and customer relationship management systems and features.
ClickUp CRM offers over 15+ flexible views, including List, Calendar, and Kanban board, which help me manage sales pipelines, customer engagement, and orders seamlessly. The visualization capability gives me a clear snapshot of client relationships and ongoing customer service processes.
ClickUp Dashboards offers over 50 widgets for businesses in Australia to track key metrics like customer lifetime value and average deal sizes. These dashboards are highly customizable and tailored to meet the specific CRM goals of Australian enterprises.
ClickUp also makes internal and external communication a breeze. The ClickUp Chat View connects sales reps, customer service teams, and managers. For conversations over email, ClickUp Email Project Management provides a centralized place for collaboration on deals, project updates, and customer onboarding. I can link tasks, documents, etc., using the relationship and data management features, keeping all related activities organized and accessible.
The highlight for me is the AI feature—ClickUp Brain. Using advanced natural language processing, ClickUp Brain analyzes your CRM to automatically extract key customer data, including preferences, concerns, and buying signals.
Also, ClickUp Brain’s AI Writer helps me quickly put together snappy content for emails and customer outreach.
Moreover, ClickUp Automations simplifies customer workflows and critical sales processes, such as moving leads through the sales pipeline or updating contact statuses based on interaction. I can also streamline my lead acquisition process with ClickUp Forms, capturing lead information directly into the CRM system. This data automatically updates or creates new customer tasks for immediate follow-up.
Moreover, with ClickUp’s ready-to-use templates, I can jump-start several action plans.
Take, for instance, the ClickUp CRM Template, which offers a powerful way to set up projects and workflows with pre-built structures that cater to business needs. You can customize this Folder template your way. It includes a List view to record and view details of customers and a Calendar view to see scheduled activities by date. You can also add custom fields to record information like company revenue, industry, employee count, etc.
Specifically designed for beginners, these CRM templates are ready-to-use and fully customizable, making them ideal for managing leads, customer relationships, and sales pipelines all in one place.
ClickUp’s licensing model is appreciated for being fair, as it lets you include external collaborators on specific projects without significant extra costs. This feature is crucial for Australian businesses that work with freelancers or external agencies.
Simply put, ClickUp makes customer relationship management easier and more fun!
ClickUp best features
- Enhance team collaboration by visually mapping out customer journeys and sales strategies using ClickUp Whiteboards
- Reduce manual work by automating repetitive tasks such as lead follow-ups, status updates, and contact data synchronization
- Collect and organize customer information through tailored forms that feed directly into your CRM system
- View and track important customer details like invoice status, payment amount, GST amount, etc. with the ClickUp Table View
- Generate copy for customer emails quickly with ClickUp Brain’s AI Writer
- Set and track business targets using ClickUp Goals and mark significant achievements using Clickup Milestones to help teams recognize progress towards key business objectives
- Organize and brainstorm CRM strategies, such as segmentation tactics or upselling approaches, using ClickUp Mind Maps to connect ideas and plan complex customer interaction flows visually
ClickUp limitations
- There is a learning curve for some of the advanced features
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp Brain: Add to any paid plan for $7 per Workspace member per month
ClickUp ratings and reviews
- G2: 4.7/5 (9,000+ reviews)
- Capterra: 4.7/5 (4,000+ reviews)
2. Salesforce CRM (Enterprise CRM platform)
Salesforce CRM lets you store all customer details in one place to keep track of everything—from buyer and sales engagement to analytics. Its integrated AI, Einstein 1, offers predictive insights that help teams make informed decisions faster.
Additionally, Salesforce’s analytics tools help teams improve forecast accuracy and pipeline growth. On the management side, revenue lifecycle and sales performance management tools automate critical processes, making it easier to scale operations efficiently. The platform also helps sales, marketing, and service teams coordinate so that their efforts are aligned and effective.
Salesforce best features
- Unify sales, service, and marketing efforts with a single platform to improve buyer engagement.
- Enhance decision-making with AI-driven insights from Einstein
- Automate and centralize customer data updates and sales processes
- Boost sales team productivity and performance management through automation and real-time data collaboration
Salesforce limitations
- Users report frequent system downtimes affecting scorecard accuracy
- Predictive AI and conversation intelligence are only available with the more expensive plans
- Knowledge base updates are slow, leading to reliance on Slack for new workflows
Salesforce pricing
- Starter suite: AU $35/month per user
- Professional: AU $112/month per user (billed annually)
- Enterprise: AU $231/month per user (billed annually)
- Unlimited: AU $462/month per user (billed annually)
- Einstein 1 Sales: AU $700/month per user (billed annually)
Salesforce ratings and reviews
- G2: 4.3/5 (300+ reviews)
- Capterra: 4.4/5 (18,000+ reviews)
3. Zoho CRM (CRM platform for growing businesses)
With Zoho’s automation capabilities, you can spend less time on manual tasks. Its AI-powered assistant, Zia, offers predictive sales insights and smart deal recommendations. This AI enhancement helps teams pinpoint opportunities and optimize strategies on the fly.
Zoho’s custom dashboards help you visually track sales performance and customer engagement metrics. For testing and development, Zoho’s sandbox environment lets teams experiment and test CRM configurations without any risk. This ensures that you only implement changes guaranteed to benefit your workflows.
Overall, it’s a decent entry-level CRM if you want basic features at a relatively low price.
Zoho CRM best features
- Improve team collaboration with robust automation and comprehensive analytics
- Automate workflows, processes, CRM campaigns, and customer journeys to maximize productivity with Zia—the AI assistant
- Gain in-depth insights with advanced analytics tools and real-time custom reports and dashboards
- Deliver personalized customer experiences with omnichannel presence and predictive intelligence
Zoho CRM limitations
- Zia has limited capabilities compared to other AI assistants and is not available for basic plans
- Users often complain about its clunky interface
Zoho CRM pricing
- Standard: AU $31/month per user
- Professional: AU $54.25/month per user
- Enterprise: AU $77.55/month per user
- Ultimate: AU $100.75/month per user
Zoho CRM ratings and reviews
- G2: 4.1/5 (2,600+ reviews)
- Capterra: 4.3/5 (6,700+ reviews)
4. Freshsales CRM (AI-powered sales CRM)
Freshsales CRM made the list primarily due to its robust and intuitive platform. Freshsales will put all the sales data in one place so you can easily see which parts of the pipeline are working and which ones need improvement. I also like the convenience of the mobile app—teams can close deals faster and provide exceptional customer service.
Using this collaborative CRM’s AI-powered tools, you can run smart sales campaigns, organize your sales processes, and engage with customers more effectively. Freddy AI helps teams identify the best leads and close deals faster.
Freshsales CRM best features
- Run smart sales campaigns to generate and track superior quality leads
- Organize sales processes with Kanban views and drag-and-drop cards
- Engage customers with a 360° view and context-driven interactions
- Automate repetitive tasks to save time and boost productivity
Freshsales CRM limitations
- Working on the app is cumbersome; users prefer the web version
- Users have noted that the tech support isn’t helpful
Freshsales CRM pricing
- Growth: AU $16/month per user
- Pro: AU $70/month per user
- Enterprise: AU $106/month per user
Freshsales CRM ratings and reviews
- G2: 4.5/5 (1,100+ reviews)
- Capterra: 4.5/5 (600+ reviews)
5. Monday.com (Versatile work management platform)
Monday.com CRM allows teams to efficiently manage leads, centralize communications, and automate repetitive tasks. The platform’s AI capabilities automate task creation and email management by directly converting meeting outcomes into actionable items.
This automation extends to crafting and refining emails, generating content, and building formulas. You can easily customize the CRM without coding, tailoring it to your specific sales cycle, and integrating it seamlessly with essential tools.
What stands out for me is the visual appearance and user experience of the platform. It is free of the clunky interfaces of traditional CRMs and offers a board-based layout. This makes it easy to see the entire sales pipeline at a glance, track progress, and collaborate with teams.
Monday.com CRM best features
- Transform meeting outcomes into actionable tasks instantly with AI-powered automated task generation
- Manage multiple pipelines and modify deal stages with ease and adapt to dynamic sales strategies
- Centralize all customer communications by integrating your email so that no interaction is missed
- Access and manage your sales pipeline on the go with a dedicated mobile app
- Visualize your sales pipeline effectively with a board-based layout
Monday.com limitations
- Initial setup and customization can be time-consuming for new users
- The free plan has limitations on boards, items, and users
- AI is only available with the Pro and Enterprise plans
Monday.com pricing
- Free
- Basic: AU $18/month per user
- Standard: AU $21/month per user
- Pro: AU $36/month per user
- Enterprise: Custom pricing
Monday.com ratings and reviews
- G2: 4.7/5 (10,000+ reviews)
- Capterra: 4.6/5 (4,700+ reviews)
6. HubSpot CRM (Streamlined CRM for holistic customer engagement)
HubSpot CRM helps teams track leads and customers through every stage of their journey. With this full CRM solution, you can view each customer in detail, tracking their interactions with your company, colleagues, activities, communications, and more. HubSpot forms let you gather data from a website, social media, or landing pages. You can capture various information about prospects and customers, from their website behavior to personal details and past interactions with the brand.
HubSpot CRM supports compliance with local data protection laws such as the Australian Privacy Principles (APPs) and the Consumer Data Right (CDR), ensuring that customer data is handled securely and transparently.
HubSpot CRM best features
- Handle every phase of customer interactions on a single platform, from the first contact through to post-sales support
- Personalize contact and company records, deal pipelines, and reporting dashboards to meet diverse business requirements
- Connect your CRM with a wide array of business tools and applications using HubSpot’s robust marketplace of integrations
- Automate routine tasks across marketing and sales to enable your teams to focus on CRM strategy and customer engagement
HubSpot CRM limitations
- Requires moving to paid plans for advanced features and higher usage limits, which can become costly for small businesses as they scale
HubSpot CRM pricing
- Professional Customer Platform: AU $800/month (for 3 seats)
- Enterprise Customer Platform: AU $3,600/month (for 5 seats)
HubSpot CRM ratings and reviews
- G2: 4.4/5 (11,000+ reviews)
- Capterra: 4.7/5 (4,000+ reviews)
7. Tall Emu CRM (Australian CRM for comprehensive business management)
Acquired by MYOB in Feb 2022, Tall Emu CRM streamlines business by connecting sales, inventory, orders, and fulfillment in one place. Tall Emu CRM is designed for small and mid-sized Aussie and Kiwi businesses. It goes beyond just MYOB and Xero, integrating easily with local accounting tools like Reckon and QuickBooks Australia. This provides a truly localized experience for managing finances and accounting. You can see everything in real time, so you know exactly where the business stands. Tall Emu CRM makes tracking leads, quotes, and orders convenient and easy.
Tall Emu CRM best features
- Manage customer interactions and streamline operations with a unified platform
- Automate administrative tasks to boost productivity and efficiency
- Sync and link sales, operations, manufacturing, and shipping for real-time stock management
- Simplify the sales process with integrated quoting, order management, and customer portals
- Solve problems quickly with Sydney-based telephone support
Tall Emu CRM limitations
- Some users find the layered organization and navigation a bit complex
- Available workflow automation settings could be more extensive
Tall Emu CRM pricing
- AU $85/month per user
Tall Emu CRM ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
8. Pipedrive (Sales acceleration CRM platform)
With Pipedrive CRM, you can turbocharge your sales processes through personalization. The user-friendly platform allows teams to customize pipeline management stages to reflect their unique sales process, focusing on actionable steps rather than just the end goal. Pipedrive is a virtual coach providing real-time reports and analytics to refine strategies.
Its automation capabilities significantly reduce administrative tasks, and with over 350 integrations, you can expand its functionality to meet specific small business needs. As noted by users, the Pipedrive support team is particularly helpful and knowledgeable, enhancing the user experience with timely assistance.
However, Australian users should note that since Pipedrive’s support team is primarily based in Europe, seeking real-time help via video or audio might require planning due to the time zone differences. This means if assistance is needed in the afternoon, it might not be available until the following day.
Pipedrive CRM best features
- Adjust stages and fields to fit your sales process, ensuring a personalized approach to tracking deals and activities
- Automate repetitive tasks and set up custom triggers to save time and increase efficiency within your sales cycle
- Gain valuable insights into your sales performance with customizable reports and dashboards
- Integrate with a wide range of third-party applications to enhance functionality and adaptability to your business needs
Pipedrive CRM limitations
- The activities and leads feature requires users to be within a lead or deal to ensure updates are reflected continuously
- Users have found it hard to manage deals with its drag-and-drop feature
- Reports and analytics are limited
Pipedrive CRM pricing
- Essential plan: AU $21.70/month per user
- Advanced plan: AU $44.95/month per user
- Professional plan: AU $91.45/month per user
- Power plan: AU $106.95/month per user
- Enterprise plan: AU $153.45/month per user
Pipedrive CRM ratings and reviews
- G2: 4.2/5 (1,800+ reviews)
- Capterra: 4.6/5 (2,900+ reviews)
9. Creatio CRM (No-code CRM platform)
Creatio CRM lets you automate the entire customer journey with no-code marketing automation tools. This means maximum freedom and flexibility. The platform brings together sales, marketing, and service teams, ensuring everyone works on the same page. This unity turns leads into loyal repeat customers more efficiently. Plus, having all your customer interactions in one place boosts productivity and helps teams collaborate better.
Creatio CRM best features
- Align sales, marketing, and service teams with unified workflows and a shared database
- Deliver personalized customer experiences with a 360-degree view and AI/ML-generated insights
- Automate lead management, opportunity management, and campaign workflows
- Track essential KPIs in real time with powerful no-code dashboards
- Manage proposals, orders, contracts, marketing collateral, and other documentation in one place
Creatio CRM limitations
- Lacks the ability to upload individual contacts from phone or Outlook, requiring full synchronization
- Team members find it challenging to enter contacts in both their cell phones and Creatio separately
Creatio CRM pricing
- Growth: AU $38.75/month per user
- Enterprise: AU $85.25/month per user
- Unlimited: AU $131.75/month per user
Creatio CRM ratings and reviews
- G2: 4.7/5 (260+ reviews)
- Capterra: 4.7/5 (120+ reviews)
10. NetSuite (Comprehensive CRM for integrated customer management)
NetSuite CRM by Oracle combines traditional CRM features with modern analytics to help enterprises manage their sales, marketing, and customer support processes in one platform.
By giving all your teams a unified view of a customer, NetSuite helps provide a consistent experience to prospects and customers across channels. Sales teams get relevant insights and updates to sell and upsell effectively, while marketing teams can align campaigns with sales processes and automate the entire marketing workflow.
Its real-time analytics and role-based dashboards help sales teams track pipelines and goals, support teams measure customer satisfaction, and marketing teams analyze campaign ROI.
NetSuite CRM best features
- Manage interactions with customers, partners, and suppliers in a single unified platform
- Enhance sales performance with real-time access to prospect, customer, and order records
- Plan, manage, and track marketing campaigns across channels from one place
- Deliver consistent customer service with a 360-degree view of customer preferences and interactions
- Automate sales processes from opportunity management to fulfillment and commissions
- Help teams track performance with real-time data in custom dashboards
NetSuite CRM limitations
- Bank transactions often do not sync as required, causing delays in reconciliation and necessitating manual imports
- Not suitable for smaller companies as the licensing costs are high, and you can’t fully utilize the software without a dedicated Netsuite-certified professional
NetSuite CRM pricing
- Custom pricing
NetSuite CRM ratings and reviews
- G2: 4.0/5 (3,156 reviews)
- Capterra: 4.1/5 (1,500+ reviews)
Summarize this article for me pleaseGet All Your CRM Needs in One Place With ClickUp
Choosing the right customer relationship management software can transform your business by improving customer relationships, streamlining sales processes, and boosting overall efficiency. This guide on the best CRM software in Australia showcases various platforms to help you find the perfect fit for your business needs.
After evaluating these options, I suggest you go for a free trial or demo to see which system best aligns with your operations.
For an all-in-one mobile CRM and project management solution, ClickUp stands out with its robust features and flexibility. Ready to optimize your customer relations and streamline your workflow? Start your journey with ClickUp today!
Everything you need to stay organized and get work done.
