Today’s customers are fast-moving, well-informed, and sometimes impatient.
With more options available than ever, businesses in India face the challenge of keeping customers engaged and satisfied with their products or services. However, this requires in-depth knowledge of your customers, which isn’t possible without data and efficient management.
Many businesses struggle to manage and deploy their customer information properly, either because they don’t have a CRM (Customer Relationship Management) tool or because it doesn’t work how it should. Problems like integration complexities, limited customization options, and inadequate support can significantly hinder their CRM capabilities.
In this blog, I’ll share my personal experiences with various customer relationship management software platforms to help you find the best CRM software in India for your business.
We Tested the Best CRM Software in India
Summarize this article for me pleaseWhat Should You Look for in CRM Software
To thrive, you need a CRM with features catering to modern demands. Here are some essential CRM components to look for:
- Automation: Repetitive tasks, though probably necessary, can slow teams down. With automation, your CRM can streamline processes such as lead qualification, follow-ups, and updating contact information. You can also automatically assign leads based on lead score or inquiry type so the right team members are always engaged with the right leads at the right time
- Collaboration: A smooth customer experience requires a united front. A CRM designed for collaboration can centralize communication logs, notes, and documents for each customer. This means that any team member can pick up exactly where another left off, providing seamless customer service. Your sales teams can also share updates on client interactions with other departments like marketing and customer service
- Intelligence: Utilizing artificial intelligence, your CRM can analyze past sales data to forecast future trends, identify cross-sell and upsell opportunities, and even recommend personalized customer management strategies. This allows your team to anticipate customer needs and address them proactively. For instance, the preferences of customers from urban Mumbai might differ from those of rural Karnataka; AI can help you identify patterns
- Lead management: Your CRM should accurately capture leads from various channels, including websites, social media, and email communication. It should enable sales pipeline management for each lead while helping you engage customers effectively. You can utilize features like automated nurturing with targeted emails and personalized follow-ups to ensure that every lead receives attention tailored to their specific needs
- Integration: By integrating your CRM with other tools like email marketing software, social media platforms, and customer support solutions, you can get a unified view of your customers. For example, integrating with email marketing tools lets you track which customers opened an email and engaged with its content. This, in turn, enables precise segmentation and more targeted follow-ups. Similarly, integrating the CRM with WhatsApp will help you run integrated campaigns through WhatsApp
- Customization: Customizable CRM platforms can adapt to your business’s specific CRM workflows and reporting needs. For example, you can create custom dashboards that focus on key metrics, such as lead conversion rates and average deal sizes, or modify the CRM interface to match your team’s workflow for more efficient navigation
- Cloud-based technology: Opt for a cloud-based CRM software to avoid the need for server maintenance. It not only makes scaling easy as your business grows but also lets teams access information on the go from any internet-connected device
Summarize this article for me pleaseThe 10 Best CRM Software to Use in 2024
After extensive testing and real-world use, I’ve compiled a list of the ten best customer relationship management software in India. These CRM software examples stand out for their robust features, user-friendly interfaces, and exceptional support.
1. ClickUp
Best all-in-one CRM project management system
I find ClickUp CRM indispensable for accelerating client growth. It offers a suite of features that simplify workflows and help teams collaborate.
At the heart of ClickUp’s capabilities is its ability to visualize the entire sales pipeline clearly. With over 10+ highly adaptable views, including List, Kanban Board, and Gantt, you can effortlessly manage customer engagement. This flexibility allows me to customize the interface to fit the unique demands of any sales process.
ClickUp’s Performance Dashboards are particularly impressive. I can create high-level views that monitor crucial metrics like customer lifetime value and average deal sizes. With over 50 dashboard widgets, ClickUp makes it simple for businesses to visualize all customer data in one place.
ClickUp’s Email Project Management feature is crucial for centralizing customer outreach. This integration and the ClickUp Chat feature eliminate communication barriers and speed up interactions. This makes it much easier for me to collaborate on deals, send project updates, and onboard customers efficiently.
Additionally, ClickUp Automations helps you automatically assign tasks, update task status, and adjust priorities. This ensures that my team saves time and focuses on the most critical aspects of customer relationship management, like closing deals.
With ClickUp Forms, I can quickly onboard customers and gather their information. The custom-branded forms with conditional logic make the intake process smoother, organize response data, and automatically create tasks in ClickUp. In addition to these features, ClickUp is highly customizable and integrates with numerous other tools.
ClickUp’s CRM template is a game-changer for businesses with limited resources. It is ready-to-use, fully customizable, and caters to users at all levels. This template provides a robust framework that can adapt to my specific needs. With features like predefined views (List, Calendar, etc.) and statuses, this CRM template helps me manage my leads, customer queries, and sales pipeline efficiently.
ClickUp Brain enhances CRM functionalities to meet the dynamic needs of sales teams in India. Its AI capabilities can potentially translate and localize emails, proposals, and other sales materials into languages like Hindi, Tamil, or Marathi. This helps sales teams communicate better with potential customers and build trust.
Moreover, the AI Knowledge Manager provides instant access to all work-related information, so you don’t need to search through tasks, documents, and team interactions.
The AI Project Manager even automates routine updates, freeing up sales professionals to focus on strategic activities and customer engagement. This tool is tailored to boost efficiency and effectiveness in India’s fast-paced sales environments.
ClickUp best features
- Visualize and manage the entire sales pipeline with adaptable ClickUp Views, including List, Kanban Board, Gantt View, and Table views
- Enhance team collaboration by visually mapping out customer journeys and sales strategies with ClickUp Whiteboards
- Collect and organize customer information easily through tailored forms that feed directly into your CRM system
- Automate CRM tasks and updates, generating accurate summaries and progress reports for sales pipelines and client engagements with ClickUp Brain
- Set and track significant achievements within your entire customer lifecycle or sales cycle with Clickup Milestones. This helps teams collectively recognize progress toward key objectives
- Organize and brainstorm CRM strategies, such as segmentation tactics or upselling approaches, using ClickUp Mind Maps to plan complex customer interactions visually
ClickUp limitations
- The platform’s powerful features might require a brief learning curve to master
- While ClickUp offers extensive customization, setting up your ideal workflow might take some initial time investment
ClickUp pricing
- Free Forever
- Unlimited: $7/user/month
- Business: $12/user/month
- Enterprise: Contact for pricing
- ClickUp Brain: Add to any paid plan for $5 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
Comprehensive CRM and project management solution
Salesforce focuses on making managing customer relationships easier and more effective. What’s really helpful is its AI tool, Einstein. It uses advanced machine learning algorithms to analyze customer data, enabling businesses to predict customer behaviors and preferences across various cultural backgrounds. This sharpens customer segmentation by identifying subtle patterns and trends that might not be evident otherwise.
For instance, Einstein can predict which customers are more likely to require additional support or are on the verge of making a larger purchase. This allows companies to tailor their outreach and support strategies, ensuring that they engage with customers at the most opportune moments. This helps improve customer satisfaction and optimize sales opportunities.
Additionally, Salesforce’s compatibility with India’s GST requirements in invoicing and financial reporting is a significant advantage, ensuring compliance and streamlined financial operations for businesses operating in India.
Salesforce best features
- Get suggestions on which customers to focus on to maximize sales and support efforts
- Keep track of all customer interactions in one place, making it easier to see the complete picture and make informed decisions
- Customize Salesforce to your team’s needs, whether it’s adding new fields or changing how information is displayed
- Use built-in tools to analyze your data, understand trends, and measure performance across your business activities
- Connect your sales data with Gmail and Outlook for convenient customer outreach
Salesforce limitations
- Advanced features, especially new additions, can be costly, which may impact ROI calculations
- Requires substantial setup and maintenance effort, which can be challenging without dedicated owners to manage it
Salesforce pricing
- Starter Suite: $24/user/month (billed annually)
- Professional: $80/user/month (billed annually)
- Enterprise: $165/user/month (billed annually)
- Unlimited: $330/user/month (billed annually)
- Einstein 1 Sales: $500/user/month (billed annually)
Salesforce ratings and reviews
- G2: 4.3/5 (300+ reviews)
- Capterra: 4.4/5 (18,000+ reviews)
3. HubSpot
Unified CRM solution
HubSpot CRM is ideal for Indian SMEs and mid-size enterprises. It offers resources and support in multiple languages, including English and Hindi, which can be helpful for Indian companies. It gives you a clear visual dashboard where you can see everything that’s going on with your sales at a glance.
With HubSpot, you also get detailed reports that tell you how your sales activities are doing. You can see which CRM strategies are working and which aren’t, helping you make better decisions about where to focus your efforts. Plus, HubSpot CRM offers tools that save your sales team time. For example, HubSpot AI lets you automate email drafting and analyze customer interactions to tailor communications effectively.
HubSpot CRM best features
- Track your sales pipeline and monitor deals in real time with an intuitive visual interface
- Access detailed analytics to evaluate sales performance and optimize strategies effectively
- Utilize built-in email templates and meeting schedulers to streamline communications and enhance sales productivity
- Engage directly with prospects on your website to accelerate conversions and improve customer service
- Make and log phone calls to prospects directly from the software for efficiency
- Leverage marketing automation capabilities to build automated workflows
Hubspot Limitations
- Advanced features require additional payment, which would potentially increase costs for those just getting started
- There is a significant onboarding charge over and above the CRM pricing
HubSpot CRM pricing
- Sales Hub Starter: $20/user/month
- Sales Hub Professional: $100/user/month
- Sales Hub Enterprise: Starts at $150/user/month
HubSpot CRM ratings and reviews
- G2: 4.4/5 (11,000+ reviews)
- Capterra: 4.7/5 (4,000+ reviews)
4. Freshsales
AI-powered sales CRM
Freshsales really simplifies the sales process for my team and me. It comes with intelligent lead discovery that quickly pinpoints the most promising prospects. This feature saves us time and increases our chances of engaging with the right people.
There’s also contextual engagement, which allows us to interact with leads and customers more effectively by providing relevant information at the right time. Plus, Freddy, the AI assistant, offers timely insights and alerts that help us prioritize and focus on high-impact activities. Freddy can also automate recurring tasks and even help you write emails to customers. Together, these features boost our productivity and enhance our overall sales outcomes.
Freshsales also integrates with popular Indian payment gateways, like RazorPay, making it easier to manage transactions and customer data securely.
Freshsales CRM best features
- Get insights and alerts on key deals from Freddy, their AI-powered sales assistant
- Automate routine tasks and free up time for more sales-focused activities
- Engage customers with a 360° view and context-driven interactions
- Identify and target potential customers with Intelligent lead discovery
Freshsales CRM limitations
- Working on the app is cumbersome; users prefer the web version
Freshsales CRM pricing
- Growth: ₹899/user/month
- Pro: ₹3,889/user/month
- Enterprise: ₹4,899/user/month
Freshsales CRM ratings and reviews
- G2: 4.5/5 (1,100+ reviews)
- Capterra: 4.5/5 (600+ reviews)
5. Assistive
AI-enhanced field CRM system
Assistive CRM transforms the traditional challenges of field sales into opportunities with a comprehensive, easy-to-use platform for sales and marketing teams.
This feature gives us real-time guidance tailored to each customer interaction and sales opportunity.
This means when we’re out in the field, we always know the best move to make next, whether it’s the right time to follow up with a lead or the best way to close a deal.
We could configure nearly every aspect of this CRM to fit exactly what our team needs, which helps us work more efficiently than ever. Plus, its mobile functionality means we can do all this on the go, which is perfect for a field team.
Assistive best features
- Make better decisions with real-time, tailored guidance based on the specific details of each sales situation
- Optimize the tool for on-the-go access, ensuring your sales reps have full functionality
- Tailor every aspect of the CRM to fit the unique processes and needs of your sales force
- Leverage AI to prompt actions, predict outcomes, and streamline sales operations
- Capture leads online and offline with its intelligent lead management feature
- Help sales managers get visibility of sales team productivity
Assistive limitations
- Due to its comprehensive features, the initial setup and customization can be complex and may require time to configure perfectly
- While the platform is highly effective, users looking for very basic CRM functions may find it too advanced
Assistive pricing
- Starter: Free
- Essential: ₹700/user/month
- Professional: ₹1100/user/month
- Enterprise: Custom pricing
Assistive ratings and reviews
- G2: 4.8/5 (60+ reviews)
- Capterra: Not enough reviews
6. Kapture CX
AI-driven customer experience platform
Kapture CX leverages powerful AI tools to deliver hyper-personalized customer experiences. Its AI offerings, like KAI, can predict customer needs and automate responses, significantly reducing time on routine queries. This allows teams to focus more on complex issues that require a human touch.
With Kapture’s built-in customizations, users can tailor the platform to their specific industry needs, whether working in retail, travel, or BFSI. The omnichannel support ensures we can interact with customers seamlessly across different platforms, enhancing the customer journey.
Kapture CX best features
- Leverage AI-driven self-service to minimize direct support interactions, allowing customers to quickly find solutions independently
- Utilize omnichannel support to ensure consistent customer engagement across various platforms
- Employ intelligent agent assistance for real-time guidance and automated responses, enhancing the efficiency of customer interactions
- Consolidate customer data into a unified 360° view to better understand and respond to customer needs across all touchpoints
- Consolidate your customer support through integrations with Delhivery, Blue Dart, Razorpay, WhatsApp, etc.
Kapture CX limitations
- Occasionally, the server fails to convert emails into tickets, causing delays
- The UI for contact management is not user-friendly and requires significant improvements
Kapture CX pricing
- Custom pricing
Kapture CX ratings and reviews
- G2: 4.2/5 (100+ reviews)
- Capterra: Not enough reviews
7. Pipedrive
Web-based sales CRM platform
Pipedrive organizes sales activities to help teams close more deals. It lets me set our own visual pipeline that reflects our specific process. I can customize stages and make it easy to see where each deal stands at a glance.
Focusing on sales actions, Pipedrive’s AI assistant reminds me of the next steps to move deals forward, like calls or meetings. This feature keeps us proactive instead of just aiming for the final sale. Tracking our progress is straightforward, too; Pipedrive provides real-time reports showing if we’re hitting our targets, which helps us adjust our strategies on the fly.
We also love being able to send and receive emails directly from within Pipedrive and get notified when the prospect opens our communication.
What really helps is how Pipedrive simplifies complex data. With its analytics, we can easily understand our sales patterns and optimize our processes without guessing.
Pipedrive CRM best features
- Organize your sales pipeline as you like it with drag-and-drop features, custom fields, and filters to visually track every deal
- Move deals toward closure with automated reminders for follow-ups
- Monitor real-time progress with detailed analytics to adjust strategies and improve target achievement
- Reduce administrative tasks through workflow automation and seamless integrations with essential sales tools
- Leverage its integrations with Facebook, Google Ads, WhatsApp, MailChimp, etc. to build multi-channel campaigns
Pipedrive CRM limitations
- Currently, Pipedrive requires manual retrieval of reports instead of offering automatic email dispatch
Pipedrive CRM pricing
- Essential plan: $14/user/month
- Advanced plan: $29/user/month
- Professional plan: $59/user/month
- Power plan: $69/user/month
- Enterprise plan: $99/user/month
Pipedrive CRM ratings and reviews
- G2: 4.2/5 (1,800+ reviews)
- Capterra: 4.6/5 (2,900+ reviews)
8. Zoho CRM
CRM platform for growing businesses
Zoho CRM’s robust customization and omnichannel capabilities are particularly valuable in the Indian market, where one must manage customer interactions across diverse languages and regional nuances. The platform enables seamless communication through multiple channels—email, phone, and social media—ensuring consistent responsiveness essential for strong customer relationships.
The platform’s simple and user-friendly UI and extensive customization options have proven effective for companies looking to streamline their previously unstructured service provider networks in India.
Businesses can improve operational transparency and communication by fully integrating with analytical tools and expanding features to include SMS, email, and alerts.
These functions transform Zoho CRM from a basic contact management system into a comprehensive operational platform, allowing companies to proactively manage and improve their customer relationships in the dynamic Indian marketplace.
Zoho CRM best features
- Manage interactions across email, phone, live chat, and social media from a single platform
- Utilize Zoho’s AI, Zia, to get predictions about sales trends and customer behavior
- Tailor the CRM to meet specific business needs with extensive customization options
- Leverage sales automation to reduce manual effort in tasks such as lead management and data entry
- Work with your favorite apps like Slack, Google Suite, Zoom, WhatsApp, Facebook, etc.
Zoho CRM limitations
- Converting pre-leads into leads can sometimes be challenging
- AI is only available in the higher-priced plans
- The user interface and navigation are not as streamlined or intuitive as other SaaS products
Zoho CRM pricing
- Standard: ₹1300/user/month
- Professional: ₹2100/user/month
- Enterprise: ₹3000/user/month
- Ultimate: ₹3200/user/month
Zoho CRM ratings and reviews
- G2: 4.1/5 (2,600+ reviews)
- Capterra: 4.3/5 (6,700+ reviews)
9. Kylas Sales CRM
Enterprise-grade CRM solution
Kylas CRM is designed for the Indian market and is ideal for sectors like manufacturing and services that require extensive customer relationship management. With Kylas, all our lead records are centralized, making it easy to manage communications effectively and ensure no follow-up is missed.
This customer relationship management system automates many routine tasks, allowing our team to focus on more strategic activities. We receive timely notifications about team activities, which helps me monitor performance and stay on track with our revenue goals. Its integrations and automation reduce time wasted on scattered data and uncoordinated efforts.
Kylas supports regional language interfaces, which are crucial for pan-Indian operations and ensure effective communication with customers from different linguistic backgrounds.
Kylas Sales CRM best features
- Centralize lead management by consolidating all lead information in one place for efficient tracking and management
- Ensure all customer interactions are relevant and timely with contextual and automated communication
- Enhance team productivity by using collaborative CRM tools that keep everyone aligned on tasks and follow-ups
- Stay informed about critical activities and performance metrics with real-time notifications and reminders
Kylas Sales CRM limitations
- Technical issues like frequent blank screens disrupt the workflow and affect user satisfaction
Kylas Sales CRM pricing
- Embark: Free
- Elevate: ₹12,999/user/month
- Exceed: Custom Pricing
Kylas Sales CRM ratings and reviews
- G2: 4.7/5 (300+ reviews)
- Capterra: 4.8/5 (400+ reviews)
10. Solid Performers CRM
Automated sales CRM software
Solid Performers CRM significantly simplifies our sales processes. It automates the mundane tasks that typically slow us down, such as sending follow-up messages and allocating leads. With all leads centralized in one location, we effectively manage our pipeline and drastically reduce the chance of missing key interactions.
I particularly value the automated lead allocation feature. It automatically assigns new leads to the appropriate team members based on predefined rules, eliminating my need to step in manually. Our communication tools are also automated, sending welcome messages and follow-up reminders to ensure we engage leads at the right moments.
Solid Performers CRM best features
- Streamline the lead management process by automatically assigning new leads to team members based on specific criteria
- Maintain engagement with leads by sending timely welcome messages and follow-up reminders through automated communication tools
- Effectively forecast sales and visualize sales pipelines with the Pipeline Builder
- Enhance lead generation efforts by integrating web forms and chatbots to capture leads directly from websites
- Increase your reach through integrations with Facebook, WhatsApp, JustDial, Instagram, etc.
Solid Performers CRM limitations
- Some modules may not be necessary for all businesses, but they can be disabled if not required, offering flexibility but potentially adding initial complexity to the setup
Solid Performers CRM pricing
- Square Plan: ₹1000/user/month
- Pentagon Plan: ₹1500/user/month
- Hexagon Plan: ₹2000/user/month
Solid Performers CRM ratings and reviews
- G2: 4.9/5 (50+ reviews)
- Capterra: Not enough reviews
Summarize this article for me pleaseFind Your Perfect CRM Fit: Begin Your Journey Today With ClickUp
As we wrap up this exploration of India’s top CRM systems, I hope you feel more equipped to choose the right system for your business needs. Each CRM offers unique features designed to enhance your sales processes and business performance, and selecting one that aligns with your specific requirements is essential.
The CRM solutions market in India is growing rapidly, particularly since the launch of BHIM UPI brought new buyers into the realm of online transactions. Businesses must adopt customer relationship management tools if they wish to take advantage of this growth.
If you’re ready to take your customer relationship management to the next level, consider trying ClickUp. Sign up on ClickUp for free today and experience firsthand how it can transform your sales and customer engagement efforts.
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