Having spent years in the trenches of sales and marketing, I’ve reviewed my fair share of CRM systems. From managing complex pipelines to nurturing leads, a good CRM system can make all the difference.
But with so many options on the market, particularly in Malaysia, choosing the right one can be overwhelming. This blog cuts through the noise to give you the lowdown on the top 10 CRM software options in Malaysia you must consider in 2024.
10 Best CRM Software in Malaysia to Use
Summarize this article for me pleaseWhat Should You Look for In CRM Software Malaysia?
When selecting the right CRM software for your business in Malaysia, consider the following factors:
- Localization: Does it cater to the Malaysian market, including Bahasa Malaysia support and regional pricing options?
- Scalability: Can it grow with your business, accommodating future needs?
- Integrations: Does it integrate seamlessly with your existing business tools?
- Features: Does it offer the functionalities you need, like sales pipeline management, lead scoring, and marketing automation?
- User-friendliness: Does it have an intuitive interface to minimize training time?
- Customer support: Does it provide reliable and accessible customer support to resolve any issues quickly?
- Customization: Can you customize the CRM to fit your specific business needs?
According to PWC’s Global Consumer Insights Pulse Survey 2023, over 73% of Malaysian consumers are concerned about personal data privacy. More than half of the surveyed population do not want to share any more personal data than needed. To work through this, you need a CRM system that will allow for granular settings in how data is collected, used and stored.
Summarize this article for me pleaseThe 10 Best CRM Software Malaysia to Use in 2024
Now, let’s explore the top CRM contenders to help you streamline your sales and marketing efforts:
1. ClickUp
ClickUp isn’t just a project management solution; it also boasts robust CRM functionality. Its all-in-one approach sets ClickUp apart, allowing businesses to manage projects, tasks, and customer relationships within a single platform.
One of the standout features of ClickUp’s CRM is its high level of customization. You can tailor the CRM tools to fit your business processes perfectly. From customizing fields and statuses to creating unique workflows, you have complete control over how your CRM operates.
Using ClickUp Views, you can also visualize how your leads are progressing from initial contact to closing the deal. ClickUp’s CRM helps you see the status of each lead—like “prospecting” or “ready to close”.
Why ClickUp is the best all-in-one CRM project management system in Malaysia
With ClickUp, collaboration between sales reps is straightforward. The platform allows sales team members to communicate within tasks, share documents, and keep everyone in the loop with real-time updates.
To enable deeper insights into your process, ClickUp offers powerful reporting and analytics tools. You can generate detailed reports on sales performance, track key metrics, mine sales data, and gain insights into customer behavior.
The platform also integrates with over 1,000 other tools, including Slack, Google Drive, and Zoom. This makes it easy to sync all your data from different applications to the ClickUp CRM, ensuring a seamless workflow.
The best part? You don’t have to build this system from scratch. ClickUp offers a free CRM template, that has all the fields necessary to manage your sales workflows.
With ClickUp’s CRM template, you can:
- Organize your contacts and leads into separate lists
- Customize your entire sales cycle. If your sales process has stages like “Discovery Call” and “Quote Sent”, you can easily add those in using Custom Fields
- Assign tasks to team members and attach relevant documents to deals and contacts
The beauty of ClickUp’s CRM is that it’s flexible. You can add or remove features from the template to fit your specific needs. Need a stage for “waiting on client feedback”? Easy! Want a separate list of past clients? No problem!
ClickUp best features
- Centralize customer data: Consolidate all your contact information, including names, emails, phone numbers, and even custom fields, into a single, organized location. No more wasting time scouring through scattered spreadsheets searching for key details
- Visually manage your sales pipeline: Get clear visibility into your lead’s journey through the sales pipeline through ClickUp Views with customizable stages. Drag and drop leads effortlessly between stages like “Prospecting,” “Qualification,” and “Closing,” keeping your entire team on the same page
- Automate repetitive tasks: Streamline your workflows with ClickUp’s Automation features. Set automated tasks to trigger based on specific actions, such as sending a follow-up email when a lead reaches a certain stage, saving your team valuable time and minimizing manual effort
- Collaborate seamlessly with clients: Promote better communication and client relationships with built-in chat and email functionality. Discuss proposals, address questions, and keep all communication centralized within the CRM using Chat View and threaded comments, eliminating the need for scattered email threads
- Adhere to data protection policies: ClickUp has achieved SOC 2 compliance and holds ISO 27001, ISO 27017, and ISO 27018 certifications, ensuring adherence to high international standards for security, reliability, and quality
ClickUp limitations
- Can be overwhelming for new users due to its extensive features
- Limited reporting features for complex needs
ClickUp pricing
ClickUp offers four pricing plans to fit every team:
- Free: Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
- ClickUp Brain: Add to any paid plan for $5 per member per month
ClickUp ratings and reviews
- G2: 4.7/5 (2,000+ reviews)
- Capterra: 4.7/5 (2,000+ reviews)
2. Salesforce
Salesforce is a CRM giant known for its robust features and scalability. It caters particularly well to large businesses with complex sales processes and a high volume of customer information and interactions.
One of the best features is its advanced reporting and analytics tools, which provide deep insights into sales performance, pipeline health, and individual team member contributions.
I also like automation capabilities, which streamline repetitive tasks like follow-up emails and updates, freeing up more of my time for relationship-building.
Salesforce best features
- Use highly customizable dashboards to set up interactive reports and visualize key sales metrics
- Leverage Einstein Analytics to get sales predictions, identify deal risk factors, and decide next steps to work smarter and close deals faster
- Automate tedious sales tasks with Salesforce’s powerful workflows and automation engine
- Make use of “sandbox” environments to test customizations and integrations without affecting your live data
Salesforce limitations
- Salesforce’s extensive feature set can be overwhelming for new users
- Salesforce’s customization capabilities might require in-house technical expertise or the involvement of Salesforce consultants
- Salesforce can be more expensive than some competitors, particularly for smaller businesses
Salesforce pricing
Salesforce offers pricing under various categories, such as small business, sales, marketing, and sales cloud service, etc. The Sales pricing is:
- Starter Suite: $24/month per user
- Professional: $80/month per user
- Enterprise: $165/month per user
- Unlimited: $330/month per user
- Einstein 1 Sales: $500/month per user
Salesforce ratings and reviews
- G2: 4.3/5 (15,000+ reviews)
- Capterra: 4.4/5 (15,000+ reviews)
3.HubSpot
HubSpot has carved a niche for itself as a user-friendly CRM platform that seamlessly integrates with its marketing automation tools. It is a great option for businesses looking to nurture leads, automate marketing efforts, and manage customer relationships from a single platform.
What truly puts HubSpot ahead of the game is its pipeline management. With it, I can easily visualize each deal’s progress with customizable stages, and the real-time data gives me a clear picture of where things stand. This lets me forecast opportunities accurately and prioritize my leads more effectively.
HubSpot best features
- Store contacts, track deals, and manage tasks, all at zero initial cost. This makes it an attractive option for startups and small businesses
- Create automated email sequences, nurture leads with targeted content, and score leads based on their engagement to qualify them for sales outreach
- Design high-converting landing pages and create effective lead capture forms directly within HubSpot
- Schedule and publish social media posts directly from HubSpot and track their performance to gain valuable insights into your social media engagement
HubSpot limitations
- The free CRM tier offers basic reporting, but in-depth sales analytics and custom reporting require upgrading to a paid plan
- HubSpot’s full marketing automation and sales capabilities require higher-tier subscriptions, which can become expensive for businesses with complex needs
HubSpot pricing
- Sales Hub Professional: $90/month per user
- Sales Hub Enterprise: $150/month per user
HubSpot ratings and reviews
- G2: 4.4/5 (9,000+ reviews)
- Capterra: 4.5/5 (4,000+ reviews)
4. Sage
Sage CRM offers potential customers a strong CRM solution that integrates seamlessly with Sage accounting software. This makes it a compelling choice for Malaysian businesses already invested in the Sage ecosystem.
For me, Sage shines as a tool with its customizable, interactive dashboards. I can tailor them to display the metrics that matter most to me, like deal progress or upcoming tasks. Plus, Sage integrates seamlessly with my calendar, allowing me to schedule meetings and send invites directly from the platform.
Sage best features
- Sage is known for its ease of use, making it a good option for teams with limited CRM experience
- Plan, track, and analyze marketing campaigns directly within Sage CRM. Measure campaign performance, manage marketing budgets, and identify areas for improvement to optimize your marketing efforts
- Access key CRM data and manage customer interactions with Sage CRM’s mobile app.
- Sage offers industry-specific versions of its CRM tailored to the needs of specific sectors like construction, manufacturing, and distribution
- Multi-language support to aid your operations better in Malaysia
Sage limitations
- Scalability for very large organizations with complex needs may be a concern
- Sage CRM works only with Sage accounting software
- Limited customization options compared to more open-ended CRM platforms
Sage pricing
- Sage On Cloud: $45/month per user
- Sage On-Premise: Contact for Pricing
Sage ratings and reviews
- G2: 3.7/5 (100+ reviews)
- Capterra: 3.5/5 (50+ reviews)
Pro tip: For businesses operating in the retail space, Phygital is a concept to keep in mind with Malaysian consumers. While 43% of the surveyed population indicates a trend toward online shopping, many would still like combine the best of physical and online shopping together if possible, using ‘click and collect’ services for instance.
5. Second CRM
Second CRM, a Malaysian-developed customer relationship management platform, caters to the needs of medium and large-sized businesses. It focuses on automating workflows and centralizing business operations to boost efficiency.
The tool stands out with its extensive email and SMS marketing features, including customizable templates and bulk marketing options. These features help me contact and follow up with my leads in a more engaging manner and drive effective conversions.
Second CRM best features
- Allows incremental automation, gradually automating tasks to minimize disruption and maximize user adoption
- Set up automated triggers, notifications, and actions to save time and ensure consistent execution of key processes
- Manage customer interactions and access key CRM data even when offline with Second CRM’s mobile app
- It extends to automating tasks across departments, including marketing, finance, and human resources, fostering a more holistic approach to business automation
Second CRM limitations
- Limited brand awareness outside of Malaysia
- Fewer integrations compared to larger players
- Steep learning curve for complex automations
Second CRM pricing
- Second CRM Foundation: $4.25/month per user
Optional Second CRM Add-Ons
- Sales (For Sales Team): $25.50/month per user
- Service (For Service Team): $25.50/month per user
Second CRM ratings and reviews
- G2: 3.5/5 (Limited reviews due to being a regional player)
- Capterra: No Reviews
6. Monday CRM
Monday CRM is known for its unique visual interface and focus on team collaboration. It’s a great option for businesses seeking a user-friendly CRM software that enables clear communication and simplifies complex sales pipelines.
Monday’s visual approach makes progress crystal clear, allowing me to see bottlenecks at a glance and prioritize tasks efficiently. But Monday doesn’t stop at organizing your information. With its unique features like “item card” can access a comprehensive overview of each deal, including communication history, notes, and even attached files in card view. This eliminates unnecessary context switching and keeps all crucial information readily available.
Monday CRM best features
- Uses a Kanban board layout, helping you manage deals in your sales pipeline with drag-and-drop ease
- Customize boards, add custom fields, and automate workflows to tailor the CRM to your sales process
- Connect Monday CRM with popular business tools like email marketing platforms, accounting software, and project management apps
- Collaborate directly on deals by attaching documents and sharing notes. Foster better team communication by eliminating scattered email threads
Monday CRM limitations
- Steeper learning curve for complex automations
- Limited reporting features compared to other CRM software
- Excels in visual organization, but some users might crave more detailed information views
Monday CRM pricing
- Basic: $12/month per user
- Standard: $14/month per user
- Pro: $28/month per user
- Enterprise: Contact for pricing
Monday CRM ratings and reviews
- G2: 4.7/5 (10000+ reviews)
- Capterra: 4.6/5 (4000+ reviews)
7. Pipedrive
Pipedrive is a sales-centric CRM renowned for its intuitive visual pipeline and activity-based approach to lead management. It caters to businesses that prioritize a clear view of their sales processes and focus on driving deals forward.
Its comprehensive suite of activity management features helps me stay on top of the workflow by adding custom activities like calls, emails, or meetings to a specific lead, suggesting follow-up tasks based on history, and more.
Pipedrive best features
- Drag and drop deals between stages, see their progress at a glance, and identify bottlenecks to optimize your sales process
- Track all your sales activities, set daily activity goals, and gain insights into which activities correlate with closing deals
- Automatically log emails to relevant deals, schedule emails directly from the CRM, and maintain a centralized communication hub for all customer interactions.
- Create and share best practices within your team by building customizable sales playbooks
- Generate forecasts based on your pipeline, activity data, and historical trends to gain valuable insights that help you predict your sales performance
Pipedrive limitations
- Marketing automation capabilities are basic compared to more comprehensive CRM platforms
- Detailed data views or advanced reporting features are not available.
- Limited customization options
Pipedrive pricing
- Essential: $14/month per user
- Advanced: $29/month per user
- Professional: $59/month per user
- Power: $69/month per user
- Enterprise: $99/month per user
Pipedrive ratings and reviews
- G2: 4.3/5 (1500+ reviews)
- Capterra: 4.5/5 (2500+ reviews)
8. Freshsales
Freshsales is a CRM that leverages artificial intelligence (AI) to boost sales efficiency, personalize customer interactions, and automate repetitive tasks. It’s a great option for businesses seeking a CRM that promotes a conversational approach to sales and customer engagement.
One of the things I struggle the most with is crafting catchy emails. With Freddy, Freshsales’s AI assistant, the process is easier than ever. It can help you craft personalized and captivating emails quickly. Simply provide a key theme or desired tone, and Freddy will generate email subject lines and body text based on your preferences.
Freshsales best features
- Utilizes AI to automatically score leads based on their engagement and online behavior
- Consolidate all your customer communication channels, including email, phone calls, and social media messages, into a single inbox
- Automate repetitive tasks and get real-time sales insights with Freddy, Freshsales’ AI assistant. Freddy can suggest the next steps for deals, identify potential roadblocks, and even predict sales outcomes
- Freshsales offers a built-in phone system, eliminating the need for separate VoIP integrations
- Embed a translation widget within Freshsales using Freshworks Localize Integration for better language support
Freshsales limitations
- Limited scalability for very large enterprises with complex needs
- Freshsales’ strength lies in its AI-powered features and automation capabilities. Businesses seeking a more traditional CRM with extensive reporting or deep integrations might prefer an alternative solution
Freshsales pricing
- Free Version (Up to 3 users)
- Growth: $11/month per user
- Pro: $47/month per user
- Enterprise: $71/month per user
Freshsales ratings and reviews
- G2: 4.5/5 (1000+ reviews)
- Capterra: 4.5/5 (60+ reviews)
9. Bitrix24
Bitrix24 positions itself as an all-in-one solution, offering a comprehensive suite of tools for communication, various CRM systems, project management, and even HR functionalities. It caters to businesses seeking a single platform to manage multiple aspects of their operations. The platform is also set up to help scale your lead generation process.
For instance, if you want to ramp up lead generation internationally, Bitrix24 can help you rent toll-free, local, and international phone numbers in 43 countries inside your Bitrix24 account. This is especially helpful for Malaysian entities that are trying to establish their business in the US or other global markets.
Bitrix24 best features
- Bitrix24 boasts a free plan with surprisingly robust features. This includes CRM functionalities, task management tools, internal communication channels, and even limited online storage
- Goes beyond traditional CRM by incorporating social intranet features. Enable employee engagement with a company-wide social feed, create discussion groups, and promote a more collaborative work environment
- Offers built-in telephony and video conferencing functionalities
- Manage customer interactions and access key CRM data with Bitrix24’s mobile app
Bitrix24 limitations
- The vast array of features in Bitrix24 could mean a steeper learning curve for certain business users
- For smaller teams or businesses with simpler needs, the sheer number of features offered by Bitrix24 might be overwhelming and remain underutilized
Bitrix24 pricing
- Free Plan
- Basic: $49/month
- Standard: $99/month
- Professional: $199/month
Bitrix24 ratings and reviews
- G2: 4.1/5 (500+ reviews)
- Capterra: 4.2/5 (800+ reviews)
10. Oracle NetSuite CRM
Oracle NetSuite CRM caters to large enterprises that leverage the broader NetSuite suite of cloud business applications (ERP, accounting, inventory management). It excels at offering integrated enterprise CRM software specifically designed to work seamlessly within the NetSuite ecosystem.
What I like best about this tool is its revenue recognition feature. NetSuite can help automate my entire revenue recognition process. By providing my contract terms, including milestones and delivery schedules as input, I can have the engine calculate the appropriate amount of revenue to recognize for each accounting period.
This eliminates manual calculations and ensures compliance with revenue recognition standards like the Malaysian Financial Reporting Standard (MFRS) 15.
Oracle NetSuite CRM best features
- Seamless integration with the NetSuite ecosystem
- Offers advanced revenue recognition management functionalities. It allows businesses to automate and streamline the complex process of recognizing revenue according to accounting standards
- Manage sales orders directly within NetSuite CRM. Quote products, generate orders, and track fulfillment processes seamlessly, eliminating the need for switching between separate systems
- Handle the demands of large businesses with high sales volume and complex sales processes
Oracle NetSuite CRM limitations
- NetSuite CRM is known for its premium pricing, making it a less suitable option for smaller businesses or those with limited budgets
- The extensive features and customization options can be overwhelming for users with limited technical expertise
- The true value of NetSuite CRM lies in its integration with other NetSuite applications. If you don’t use the broader NetSuite application suite, this integration advantage becomes irrelevant
Oracle NetSuite CRM pricing
Contact Oracle for pricing details
Oracle NetSuite CRM ratings and reviews
- G2: No Reviews
- Capterra: 4.1/5 (1500+ reviews)
Summarize this article for me pleaseNail Your CRM Like a Pro With ClickUp
The best CRM is the one that clicks with your team and helps you close more deals, plain and simple.
ClickUp emerges as a strong contender for businesses seeking a user-friendly and adaptable CRM solution. It goes beyond traditional CRM functionalities, allowing you to manage tasks, projects, communication, and, of course, customer relationships – all within a single platform.
Plus, ClickUp’s intuitive interface and reasonable pricing make it an attractive option for businesses of all sizes in Malaysia.
Sign up on ClickUp for free to experience the best CRM Software in Malaysia and close more deals!
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