Ever wondered how many sales opportunities are missed due to miscommunication? I’ve witnessed it firsthand—when processes aren’t consistent, even the most talented teams struggle.
Deals can easily get lost in the shuffle, leads may get ignored, and frustration can quickly rise.
But here’s the good news: with the right CRM software, you can transform your approach to sales management! These tools bring clarity, streamline communication, and keep everyone on the same page, making it easier to manage customer relationships.
However, with the sheer number of options available, choosing the perfect CRM for your team can be daunting. In this blog, I’ll introduce you to 13 of the most effective enterprise CRM solutions I’ve tested. Let’s find the ideal fit for your needs!
13 Best Enterprise CRM Software for 2024
- What Should You Look for In Enterprise CRM Tools?
- The 13 Best Enterprise CRM Software to Check Out
- 1. ClickUp (Best for customer relationship and project management)
- 2. Salesforce Sales Cloud (Best for CRM customizations and integrations)
- 3. HubSpot Sales Hub (Best for deal management)
- 4. Salesflare (Best for CRM automation and collaboration)
- 5. Zoho CRM (Best for sales reporting and analytics)
- 6. Freshsales (Best for customer management)
- 7. Pipedrive (Best for managing sales pipeline and deals)
- 8. Creatio (Best no-code platform for customer service workflow automation)
- 9. Oracle CRM On Demand (Best for sales automation)
- 10. Zendesk Sell (Best for lead management for businesses of all sizes)
- 11. ActiveCampaign (Best for email marketing)
- 12. LeadSquared (Best for sales and marketing automation)
- 13. SAP Sales Cloud (Best for streamlining sales processes)
Summarize this article for me pleaseWhat Should You Look for In Enterprise CRM Tools?
Selecting the right enterprise CRM solution is crucial, as choosing the wrong tool can negatively affect your team. Through my experience, I’ve zeroed in on the following key features that are vital for ensuring efficiency and consistency.
Here’s what you should prioritize:
- Customization and scalability: Ensure the solution can grow with your business. Look for customizable fields, dashboards, workflows, and reports to tailor the CRM to your specific needs
- Analytics and reporting: Opt for tools that provide in-depth insights into customer data. The CRM should offer pre-built custom reports and interactive dashboards enhanced with AI insights
- Integration: Choose a CRM that integrates seamlessly with your existing tech stack, including marketing tools, ERP systems, and BI tools. This ensures all your data is accessible from a single interface
- Security: Select a CRM with robust access controls and permission settings, allowing you to manage who can view specific pipeline data and reports
- Ease of use: Go for no-code CRM software that both tech-savvy and non-tech employees can navigate easily. This promotes quick organization-wide adoption without requiring extensive training
- Customer support: Look for vendors that provide 24/5 or 24/7 customer support, ensuring quick troubleshooting and immediate training assistance when needed
📌 When searching for a CRM for startups, prioritize the following:
- Ensure the CRM can grow with your business as user and data needs increase 🚀
- Find solutions with flexible pricing for limited budgets 💰
- Choose CRMs that provide the necessary features at a reasonable cost 💸
Summarize this article for me pleaseThe 13 Best Enterprise CRM Software to Check Out
After thoroughly testing numerous options, my team and I have curated a list of enterprise CRM solutions that enhance communication and drive meaningful insights and growth.
Here are our top picks:
1. ClickUp (Best for customer relationship and project management)
ClickUp is an all-in-one productivity tool that effortlessly doubles as versatile enterprise CRM software. ClickUp CRM combines project management with CRM functionalities, allowing you to streamline customer relationships and project tasks from a single platform.
With ClickUp, my team and I have built a customized customer database to store and analyze information about customers, deals, and contacts. We’ve created our own CRM, giving us full control over customization and tailoring it to our needs.
One of my favorite features is how ClickUp CRM centralizes customer outreach. It allows for seamless email integration and encourages cross-team collaboration on deals. I can share project updates with clients and onboard customers all within a single email hub, which makes my workflow more efficient and cohesive.
ClickUp Dashboards is a standout feature that keeps this tool at the top of my list. They provide granular insights into your sales pipeline. You can use 50+ dashboard widgets to visualize all of your customer data in one central location.
ClickUp also offers a rich library of CRM templates, so you can manage leads, customer relationships, and sales pipelines in one place without having to do everything from scratch.
The ClickUp CRM Template is a fantastic tool for managing your customers, leads, and sales pipeline in one convenient location.
Whether you’re tracking leads, nurturing customer relationships, or overseeing sales progress, this template empowers you to stay organized and efficient throughout the entire process. With five different views and seven customizable statuses, it adapts to your unique business requirements.
This way, it helps you:
- Gain valuable insights through customizable dashboards
- Collaborate seamlessly with team members on deals and tasks
- Enhance customer engagement by keeping all communication in one place
- Monitor progress and performance to drive better decision-making
💈 Bonus: ClickUp’s Simple CRM Template is ideal for those just starting with CRM systems. This user-friendly template provides essential features for tracking leads, managing customer interactions, and monitoring sales activities.
ClickUp best features
- Create a spreadsheet-style customer database with ClickUp Table View
- Leverage ClickUp Automations for outreach and follow-ups
- Use ClickUp Dashboards to analyze performance, track progress, and review your CRM system
- Create customer and sales workflows with ClickUp Whiteboards and share them with your teams and other stakeholders
- Streamline taking customer feedback with automated tasks and ClickUp Forms
- Craft personalized campaign emails using ClickUp Brain’s AI writer capabilities
- Collaborate with teams to discuss sales and customer accounts using ClickUp Docs
- Access the CRM templates library to manage your customer accounts
ClickUp limitations
- Familiarizing yourself with ClickUp’s extensive features can feel overwhelming at first
- AI assistant pop-ups may become distracting at times
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 member per month
ClickUp ratings and reviews
- G2: 4.7/5 (9,000+ reviews)
- Capterra: 4.6/5 (4,000+ reviews)
2. Salesforce Sales Cloud (Best for CRM customizations and integrations)
Salesforce Sales Cloud centralizes lead generation, customer data, and sales opportunities, enhancing lead flow and customer satisfaction. I like how it simplifies prospecting by consolidating all leads and potential partner interactions in one view.
The custom reporting feature is particularly useful for tracking progress. Overall, Salesforce is an intuitive and scalable platform that streamlines sales processes, enabling teams to work efficiently toward their goals.
Salesforce Sales Cloud best features
- Manage pipeline in a unified view with built-in charts
- Capture emails, events, and engagement types automatically
- Build accurate forecasts in real time
- Streamline communication by automatically logging important interactions with clients
Salesforce Sales Cloud limitations
- Some users have reported that the forecasting and opportunity scoring features can be off, which might impact decision-making
- The mobile app lacks some desktop features, making it difficult to update data while on the move
Salesforce Sales Cloud pricing
- Enterprise: $165/month per user (billed annually)
- Unlimited: $330/month per user (billed annually)
- Einstein 1 Sales: $500/month per user (billed annually)
Salesforce Sales Cloud ratings and reviews
- G2: 4.4/5 (22000+ reviews)
- Capterra: 4.4/5 (18000+ reviews)
3. HubSpot Sales Hub (Best for deal management)
HubSpot Sales Hub is a comprehensive sales tool designed to help teams streamline their sales processes and enhance productivity.
Despite its extensive features, I appreciate how easy it is to use. The tool makes managing deals straightforward and allows me to visualize where everything stands in my sales pipeline.
The platform also offers significant flexibility with a variety of customization options. It helps my team tailor records in our CRM database and properties to fit our needs.
HubSpot Sales Hub best features
- Visualize your sales process with a customizable pipeline that helps you track deals at every stage
- Automate repetitive tasks to save time and increase efficiency
- Monitor email opens and clicks to understand prospect engagement better
- Generate insights on sales performance with robust reporting tools that help you make data-driven decisions
HubSpot Sales Hub limitations
- Users report that dashboard customization is a bit cumbersome, which hampers the user experience
HubSpot Sales Hub pricing
- Professional: $100/month per seat
- Enterprise: $150/month per seat
HubSpot Sales Hub ratings and reviews
- G2: 4.4/5 (11000+ reviews)
- Capterra: 4.5/5 (400+ reviews)
4. Salesflare (Best for CRM automation and collaboration)
Salesflare’s collaborative CRM is simple yet packed with features, providing robust automation to manage my sales processes effectively. I like how the tool automatically syncs emails, calls, and meetings, making it easier for me to engage with leads and customers using email sequence automation.
This tool also lets you create shared templates, generate custom reports, and set up dashboards. Salesflare includes a permissions system, allowing you to control access to data and pipelines for enhanced security and privacy.
Salesflare best features
- Automate email sync, calls, and meetings for effortless lead engagement
- Create shared templates to enhance team collaboration and streamline communication
- Generate custom reports and dashboards for deeper insights into sales performance
- Leverage relationship intelligence to identify team connections within organizations
- Control data access with a robust permissions system to protect sensitive information
Salesflare limitations
- Few users report that the email workflows aren’t organized, which makes it difficult to run targeted campaigns
- The platform doesn’t offer social media tracking, which means users need to use additional tools to monitor social media engagement
Salesflare pricing
- Growth: $29/ month per user (billed annually)
- Pro: $49/month per user (billed annually)
- Enterprise: $99/month per user (billed annually)
Salesflare ratings and reviews
- G2: 4.8/5 (270+ reviews)
- Capterra: 4.7/5 (100+ reviews)
5. Zoho CRM (Best for sales reporting and analytics)
Zoho CRM is an easy-to-use platform, although its many features can be a bit overwhelming at first. I like the customization options available at various levels, from modules to processes and CRM workflows. It allows me to track everything related to my leads, contacts, customers, closed deals, and more.
In my experience, Zoho CRM’s reporting capabilities are impressive. It offers standard built-in reports plus custom reports to provide you with any insights you need. Plus, there are various charts—from bar, line, and pie to donuts, heatmaps, and funnels. It also offers an anomaly detector to compare actual sales with predicted trends.
Zoho CRM best features
- Generate both standard and custom reports with various chart options
- Optimize sales processes with powerful automation features
- Access insights into team connections and interactions with clients for better collaboration
- Use AI tools like Zia and ChatGPT for smart assistance in tasks like anomaly detection and email drafting
Zoho CRM limitations
- Some users find that the platform presents too much information on leads, making it difficult to filter the most relevant details
- The software occasionally experiences slowdowns, which can be frustrating during crucial tasks
Zoho CRM pricing
- Standard: $20/month per user
- Professional: $35/month per user
- Enterprise: $50/month per user
- Ultimate: $65/month per user
Zoho CRM ratings and reviews
- G2: 4.1/5 (2600+ reviews)
- Capterra: 4.3/5 (6800+ reviews)
🧠Remember: Using AI tools for CRM can enhance your sales processes. However, ensure the data entered into the CRM is accurate and up-to-date, as AI relies on quality data to provide meaningful insights.
Take advantage of customization options to tailor the CRM to your specific business needs and processes. Also, continuously assess the AI tool’s performance and impact on your sales processes to make necessary adjustments.
6. Freshsales (Best for customer management)
Freshsales goes beyond a generic approach, allowing you to customize the CRM to meet your B2B needs. You can adjust currencies, languages, and business modules to suit your operations, helping enhance customer management strategies.
What impresses me is the tool’s multi-channel campaign capabilities—whether through text, WhatsApp, or email—and its user-friendly interface that effectively organizes prospects, leads, and customers within clear sales stages. Additionally, Freshsales’ responsive customer support makes it a well-rounded choice for businesses looking for flexibility and efficiency in managing their sales pipelines.
Freshsales best features
- Run smart sales campaigns with Freddy AI to capture, qualify, route, and track leads
- Get a 360-degree view of customers, their interactions, and preferred channels
- Use AI insights to highlight the best leads and deals with
- Optimize customer relationships with the built-in cloud phone for seamless in-app calling
Freshsales limitations
- Its reporting and analytics features lack depth and customization, offering limited insights compared to some competitors
- Customer support across the sales hub is somewhat limited, which may affect users who need more comprehensive assistance
Freshsales pricing
- 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 (600+ reviews)
7. Pipedrive (Best for managing sales pipeline and deals)
Pipedrive is a customizable enterprise CRM solution designed to meet your specific business needs. It enables you to visualize your sales pipeline, optimize leads, manage deals, and automate sales processes using AI technology.
What I appreciate about Pipedrive is its ability to simplify workflows by consolidating all your sales tasks in one place, making it user-friendly even for those new to CRM systems. The platform also offers personalized AI tips to enhance your processes.
Additionally, Pipedrive provides free sales pipeline templates to help you track deals and forecast revenue effectively. With real-time reports and dashboards, you can continuously refine your sales strategy for better results.
Pipedrive best features
- Automate sales processes to save time and streamline workflows, allowing your team to focus on closing deals
- Visualize your sales pipeline with intuitive dashboards that provide a clear overview of your deals and progress
- Track performance with real-time reports and analytics to measure success and optimize your sales strategy
- Use Kanban boards to view the sales funnel and optimize sales processes
Pipedrive limitations
- Integrating this software with other tools requires adequate technical knowledge, which can hinder adoption for users without a tech background.
- It lacks automatic duplicate entry detection and requires manual sharing of scheduled reports with stakeholders
Pipedrive pricing
- Essential: $14/month per seat (billed annually)
- Advanced: $34/month per seat (billed annually)
- Professional: $49/month per seat (billed annually)
- Power: $64/month per seat (billed annually)
- Enterprise: $99/month per seat (billed annually)
Pipedrive ratings and reviews
- G2: 4.3/5 (2000+ reviews)
- Capterra: 4.5/5 (2000+ reviews)
8. Creatio (Best no-code platform for customer service workflow automation)
Creatio is a no-code platform designed for automating CRM and customer success workflows. Its intuitive flow design allows for easy automation of emails, approvals, and notifications.
One of the key features of this CRM platform is its reporting and analytics capabilities. It allows my team to create interactive reports with customizable dashboards to track customer activities. It also integrates seamlessly with business processes, establishing a single source of truth.
Creatio best features
- Boost customer engagement through an omnichannel marketing system that streamlines the customer journey
- Manage marketing campaigns across multiple channels with omnichannel marketing automation tools
- Integrate seamlessly with third-party applications to ensure a unified view of customer data and enhance overall business efficiency
Creatio limitations
- The mobile app has limited functions, which makes it difficult to access data on the go
- The pricing is not suitable for small and mid-sized businesses
Creatio pricing
- Growth: $25/month per user
- Enterprise: $55/month per user
- Unlimited: $85/month per user
Creatio ratings and reviews
- G2: 4.7/5 (250+ reviews)
- Capterra: 4.7/5 (100+ reviews)
9. Oracle CRM On Demand (Best for sales automation)
Oracle CRM On Demand effectively manages customer relationships by offering comprehensive access to customer data and enhancing engagement strategies, which eventually boosts stronger connections.
The platform simplifies routine tasks and offers smart recommendations for managing prospects, improving overall efficiency. Additionally, it enables users to leverage in-depth analytics to gain better insights into customer behavior and tailor their engagement strategies accordingly.
Oracle CRM On Demand best features
- Get a 360-degree view of customer interactions to optimize sales automation
- Enhance mobile accessibility through advanced applications for iOS and Android, ensuring real-time data synchronization
- Customize sales reports and dashboards by adding personalized content and dimensions for improved historical analysis
Oracle CRM On Demand limitations
- Some users have noted that issue resolution can be slow due to a lack of dedicated support
- The tool lacks customization options, which makes it challenging to tailor the tool to specific needs
Oracle CRM On Demand pricing
- Custom pricing
Oracle CRM On Demand ratings and reviews
- G2: 3.7/5 (90+ reviews)
- Capterra: 4.4/5 (30+ reviews)
10. Zendesk Sell (Best for lead management for businesses of all sizes)
Zendesk Sell is a lead management software that provides comprehensive visibility into your sales pipeline. It consolidates essential customer information across sales and service on a single platform, covering lead generation, contact and deal management, and activity tracking.
Additionally, Zendesk Sell offers automation features to streamline repetitive tasks, enhancing overall efficiency in managing customer relationships. It helps my team to access customer interactions across multiple channels, which improves our ability to respond quickly and personalize communications. This comprehensive view enhances collaboration within the team and leads to better customer relationships.
Zendesk Sell best features
- Segment leads and deals on the go via mobile applications
- Generate insightful reports to track performance and trends
- Access customer interactions across multiple channels
Zendesk Sell limitations
- The search feature lacks query custom fields, which makes it challenging to locate specific data
- Some users have reported persistent issues and bugs that negatively impact the overall experience
Zendesk Sell pricing
- Sell team: $25/month per agent
- Sell growth: $69/month per agent
- Sell professional: $149/month per agent
Zendesk Sell ratings and reviews
- G2: 4.2/5 (400+ reviews)
- Capterra: 4.3/5 (150+ reviews)
11. ActiveCampaign (Best for email marketing)
ActiveCampaign is an enterprise CRM software designed to track, automate, and manage leads and contacts, allowing you to focus on sales.
As someone who relies heavily on email marketing, I appreciate its visual automation builder, which lets me create email campaigns and forms without any coding. It also handles the heavy lifting by automating the sending of emails and text messages to leads, making my marketing efforts much more efficient.
ActiveCampaign best features
- Automate lead scoring to prioritize high-value prospects based on their interactions and behaviors
- Track sales opportunities and automate routine tasks for increased efficiency
- Integrate seamlessly with over 900 applications, creating a unified ecosystem for managing customer data and interactions
ActiveCampaign limitations
- The user interface can feel clunky, which negatively impacts the overall experience
- The pricing is considered high relative to the limited features and contacts available, which makes it challenging for small teams
ActiveCampaign pricing
- Starter: $15/month
- Plus: $49/month
- Pro: $79/month
- Enterprise: $145/month
ActiveCampaign ratings and reviews
- G2: 4.5/5 (13000+ reviews)
- Capterra: 4.6/5 (2400+ reviews)
Read More: 10 Best Customer Success Software for Growth
12. LeadSquared (Best for sales and marketing automation)
LeadSquared provides a robust CRM solution designed to help businesses improve their customer relationship management. After testing LeadSquared’s enterprise CRM, I found it to be user-friendly, with a fair installation timeline of about a month, considering its extensive features.
I particularly appreciate the 100% automated lead scoring, which enables me to qualify and prioritize leads efficiently. The one-click call feature enhances the sales process by making it more seamless. Additionally, the quick filter section allows for creating custom filters, and real-time updates on lead activities facilitate quick responses.
LeadSquared best features
- Make lead calls and monitor call metrics to optimize the overall sales process
- Track lead activity in real time, enabling timely follow-ups and enhanced customer engagement
- Customize workflows to fit specific business needs
LeadSquared limitations
- Users face restrictions with the number of available data filters and cannot apply multiple filters simultaneously, making it challenging to search for specific information
- The tool occasionally requires multiple login attempts, which can be frustrating during peak work hours
LeadSquared pricing
- Custom pricing
LeadSquared ratings and reviews
- G2: 4.6/5 (200+ reviews)
- Capterra: 4.3/5 (160+ reviews)
13. SAP Sales Cloud (Best for streamlining sales processes)
SAP Sales Cloud provides businesses with a comprehensive view of customer interactions, enhanced by AI-driven recommendations. This CRM software simplifies sales and customer relationship management, enabling increased revenue and improved win rates.
By using SAP Sales Cloud, your sales team can focus more on building relationships and engaging with customers. The solution streamlines and automates essential selling processes while empowering sales representatives with intelligent, AI-powered insights.
SAP Sales Cloud best features
- Optimize lead management with tools that prioritize and qualify leads effectively for higher conversion rate
- Access real-time analytics and reporting to track performance and identify trends that drive business growth
- Gain a 360-degree view of customer interactions to better understand client needs and improve engagement
SAP Sales Cloud limitations
- Many users indicate that configuring and customizing SAP Sales Cloud requires specialized expertise to address specific business needs effectively
- The mobile application is frequently reported as slow, which limits its effectiveness for professionals needing to access CRM data while on the go
SAP Sales Cloud pricing
- Custom pricing
SAP Sales Cloud ratings and reviews
- G2: 4.1/5 (800+ reviews)
- Capterra: 4/5 (19 reviews)
Summarize this article for me pleaseOptimize Client Relations and Drive Sales Growth With ClickUp
Driving high sales without an effective enterprise CRM solution will not yield the desired results. The right CRM can streamline your processes and create a solid database that provides insights for improving your efforts.
When selecting a CRM, it’s crucial to find one that perfectly fits your needs. ClickUp is an all-in-one CRM and project management system that offers everything you need to manage and maintain your CRM, from customizable views and fields to comprehensive dashboards.
Additionally, ClickUp provides various templates that simplify managing customer relationships. This way, it enhances your team’s productivity and fosters stronger connections with your clients.
Ready to take your sales to the next level? Sign up on ClickUp now!
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