{"id":105941,"date":"2025-07-14T00:00:43","date_gmt":"2025-07-14T07:00:43","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=105941"},"modified":"2025-07-14T00:31:38","modified_gmt":"2025-07-14T07:31:38","slug":"b2b-crm-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/b2b-crm-software\/","title":{"rendered":"12 Best B2B CRM Software for Sales Teams 2026"},"content":{"rendered":"\n<p>B2C sales may be all about emotion-driven transactions. But if you sell B2B, you need a more rational, calculated approach. Your <a href=\"https:\/\/clickup.com\/blog\/sales-tools\/\">customer relationship management (CRM) system<\/a> must reflect that.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-ac0ace10-f56c-48f4-8a5c-6255e688a4da\">\n<p id=\"ub-styled-box-notification-content-\"><a href=\"https:\/\/www.forrester.com\/blogs\/forrester-data-shows-high-crm-adoption-but-low-satisfaction\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">71% of manufacturers<\/a> and 75% of business services firms use CRM solutions. Adoption rates vary by industry, but overall, CRM is essential for B2B operations. <\/p>\n\n\n<\/div>\n\n\n<p>The problem is that common <a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">CRM tools<\/a> are often B2C-oriented and may not be a perfect fit for B2B needs, which include handling multiple stakeholders, complex written communication, and strategic negotiations at every turn.<\/p>\n\n\n\n<p>Despite their low rate of satisfaction, many orgs tend to remain loyal to their CRM vendor. Let&#8217;s change that\u2014with this comprehensive guide to the <strong>best B2B CRM software<\/strong> solutions that&#8217;ll deliver exactly what your business needs.<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-1ddc6495-dfa7-4ef9-9d2d-f52654f95355\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\"><\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#0-why-b2b-crm-software-has-become-more-essential-now-than-ever\" style=\"\">Why B2B CRM Software Has Become More Essential Now than Ever<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#1-b2b-crm-software-comparison-chart\" style=\"\">B2B CRM Software Comparison Chart<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#2-the-best-b2b-crm-software-to-use\" style=\"\">The Best B2B CRM Software to Use<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#3-how-we-review-software-at-clickup\" style=\"\">How we review software at ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#4-1-clickup\" style=\"\">1. ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#11-2-hubspot-crm\" style=\"\">2. HubSpot CRM<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#18-3-freshsales\" style=\"\">3. Freshsales<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#25-4-activecampaign\" style=\"\">4. ActiveCampaign<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#32-5-nutshell-crm\" style=\"\">5. Nutshell CRM<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#39-6-mondaycom\" style=\"\">6. Monday.com<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#46-7-pipedrive\" style=\"\">7. Pipedrive<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#53-8-salesforce-crm\" style=\"\">8. Salesforce CRM<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#60-9-salesflare-crm\" style=\"\">9. Salesflare CRM<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#67-10-zoho-crm\" style=\"\">10. Zoho CRM<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#74-11-nimble\" style=\"\">11. Nimble<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#81-12-less-annoying-crm\" style=\"\">12. Less Annoying CRM<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#88-the-benefits-of-using-a-crm-for-b2b\" style=\"\">The Benefits of Using a CRM for B2B<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#89-how-to-choose-the-right-b2b-crm-software-what-are-the-key-features-to-consider-in-b2b-crms\" style=\"\">How to Choose the Right B2B CRM Software: What Are the Key Features to Consider in B2B CRMs?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/b2b-crm-software\/#90-try-clickup%E2%80%94your-perfect-crm-for-b2b-sales\" style=\"\">Try ClickUp\u2014Your Perfect CRM for B2B Sales<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-why-b2b-crm-software-has-become-more-essential-now-than-ever\">Why B2B CRM Software Has Become More Essential Now than Ever<\/h2>\n\n\n\n<p>B2B CRM (Customer Relationship Management) software is more essential now than ever due to a perfect storm of market shifts, buyer behavior changes, and business demands.<\/p>\n\n\n\n<p>Here are some reasons for the shift:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Managing complex relationships and sales cycles<\/strong>: B2B sales involve long cycles, multiple stakeholders, and high-value deals. CRM systems centralize all interactions, making it easier to track, nurture, and manage these intricate relationships and opportunities<\/li>\n\n\n\n<li><strong>Demand for hyper-personalization<\/strong>: Buyers expect tailored experiences\u2014even in B2B. A CRM centralizes customer data, enabling sales and marketing teams to personalize outreach, proposals, and timing based on a prospect\u2019s industry, challenges, and previous touchpoints. It simplifies pushing planned (non-emotional) purchases<\/li>\n\n\n\n<li><strong>Hybrid and remote sales are the norm<\/strong>: Distributed teams need a single source of truth. With a CRM, everyone\u2014whether in the office or remote\u2014can access up-to-date customer info, log interactions, and collaborate on deals without silos<\/li>\n\n\n\n<li><strong>Data-driven decision making<\/strong>: With vast amounts of customer and sales data, B2B CRMs empower teams to uncover trends, optimize engagement strategies, and make informed decisions. By 2026, <a href=\"https:\/\/www.gartner.com\/en\/documents\/5022831\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">65% of B2B sales organizations<\/a> will have shifted from intuition-based to data-driven decision-making using CRM technology<\/li>\n\n\n\n<li><strong>Greater pressure on revenue teams<\/strong>: With tighter budgets and higher expectations, sales, marketing, and customer success teams are being asked to do more with less. A CRM helps them automate repetitive tasks, prioritize high-value leads, and retain key accounts\u2014all from one platform<\/li>\n\n\n\n<li><strong>Stronger post-sale support and retention<\/strong>: <a href=\"https:\/\/www.forrester.com\/blogs\/b2b-marketing-leaders-dont-trust-their-measurement-and-what-they-measure-isnt-helping\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Nearly three-quarters (73%) of B2B revenues<\/a> come from retaining existing customers (via renewals, cross-sell, and upsell). CRM tools manage the entire customer journey, from onboarding to renewals and support, ensuring long-term satisfaction and recurring revenue<\/li>\n<\/ul>\n\n\n\n<p>All of these make B2B CRM software a must-have to thrive in a competitive, data-driven, and relationship-focused market.<\/p>\n\n\n<div style=\"border: 3px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-907c5821-53d1-41cb-83f6-331cdd2cc816\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0<strong> Fun Fact: <\/strong>In 1986, entrepreneurs Pat Sullivan and Mike Muhney developed <strong>ACT! (Automated Contact Tracking)<\/strong>. The software was designed to help salespeople manage client interactions more effectively. It was one of the <a href=\"https:\/\/www.salesforce.com\/crm\/what-is-crm\/history\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">first digital tools<\/a> to offer structured contact management, calendaring, and follow-up reminders.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"1-b2b-crm-software-comparison-chart\">B2B CRM Software Comparison Chart<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Tool<\/th><th>Key features<\/th><th>Best for<\/th><th>Pricing*<\/th><\/tr><\/thead><tbody><tr><td><a href=\"https:\/\/app.clickup.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">ClickUp<\/a><\/td><td>Customizable pipelines, AI summaries, automations, CRM templates, Docs &amp; Dashboards, native forms<\/td><td>Small to enterprise sales teams managing deals, tasks, and clients in one workspace<\/td><td>Free plan available; Custom pricing for enterprises<\/td><\/tr><tr><td>HubSpot CRM<\/td><td>Unified sales, marketing, and support; automated lead rotation; Breeze AI; meeting assistant<\/td><td>Startups to enterprises needing a single platform for revenue teams<\/td><td>Free plan available; Paid plans start at $20\/month; Custom pricing for enterprises<\/td><\/tr><tr><td>Freshsales<\/td><td>Lead scoring, multichannel outreach, territory management, native phone, Freddy AI insights<\/td><td>SMBs to mid-market sales teams wanting flexible automation and lead prioritization<\/td><td>Free plan available; Paid plans start at $19\/user\/month (per PDF)<\/td><\/tr><tr><td>ActiveCampaign<\/td><td>Multichannel campaigns, predictive content, advanced automations, behavior tracking<\/td><td>Small to mid-sized marketing\/sales teams using integrated email + CRM<\/td><td>Free trial available; Paid plans start at $15\/month; Custom pricing for enterprises<\/td><\/tr><tr><td>Nutshell CRM<\/td><td>Drag-and-drop pipelines, SMS automation, AI email\/call summaries, multi-view dashboards<\/td><td>Small to mid-market teams managing pipeline and outreach in one place<\/td><td>Paid plans start at $19\/user\/month; Custom pricing for enterprises<\/td><\/tr><tr><td>Monday.com CRM<\/td><td>Lead scoring, 200+ templates, mobile access, AI Blocks, automated workflows<\/td><td>Mid-sized to enterprise teams managing projects and sales with customizable boards<\/td><td>Free trial available; Paid plans start at $15\/user\/month; Custom pricing for enterprises<\/td><\/tr><tr><td>Pipedrive<\/td><td>Visual sales pipeline, Smart Docs, Sales Assistant AI, built-in call\/email tracking<\/td><td>SMB sales teams tracking deal stages and optimizing outreach<\/td><td>Free trial available; Paid plans start at $19\/user\/month; Custom pricing for enterprises<\/td><\/tr><tr><td>Salesforce CRM<\/td><td>Deep customization, multiple pipelines, Einstein AI, large-scale integrations<\/td><td>Enterprise teams with complex sales processes and multi-system needs<\/td><td>Free plan available; Paid plans start at $25\/user\/month; Custom pricing for enterprises<\/td><\/tr><tr><td>Salesflare CRM<\/td><td>Email enrichment, LinkedIn prospecting, drip campaigns, automated data capture<\/td><td>Small to mid-sized B2B sales teams automating outreach and CRM hygiene<\/td><td>Free plan available; Paid plans start at $35\/user\/month; Custom pricing for enterprises<\/td><\/tr><tr><td>Zoho CRM<\/td><td>Email\/social\/phone integration, lead scoring, forecasting, Zia AI, mobile app<\/td><td>SMBs to enterprises needing modular CRM with strong automation<\/td><td>Free plan available; Paid plans start at $20\/user\/month; Custom pricing for enterprises<\/td><\/tr><tr><td>Nimble<\/td><td>Social enrichment, browser extension, group emails, shared contact lists<\/td><td>Small businesses needing simple, enriched contact management and outreach<\/td><td>Free trial available; Paid plans start at $24.90\/user\/month<\/td><\/tr><tr><td>Less Annoying CRM<\/td><td>Unlimited pipelines, simple UI, API access, contact tagging, daily agenda emails<\/td><td>Solopreneurs and small teams seeking affordable, user-friendly CRM<\/td><td>Paid plans start at $15\/user\/month<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-best-b2b-crm-software-to-use\">The Best B2B CRM Software to Use<\/h2>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: #f6f6f6; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-570786a1-306b-41ff-9e8a-ff326ff1e235\">\n<h3 class=\"wp-block-heading\" id=\"3-how-we-review-software-at-clickup\">How we review software at ClickUp<\/h3>\n\n\n\n<p>Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.<\/p>\n\n\n\n<p>Here\u2019s a detailed rundown of <a href=\"https:\/\/clickup.com\/blog\/software-review-methodology\/\" target=\"_blank\" rel=\"noreferrer noopener\">how we review software at ClickUp<\/a>.<\/p>\n\n\n<\/div>\n\n\n<p>We\u2019ll explore some of the best B2B <a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">CRM software examples<\/a> in the sections below. Examine their standout features, pros, cons, and pricing options to help you make an informed decision.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-1-clickup\">1. ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-919.png\" alt=\"ClickUp CRM: B2B CRM Software\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/login?department=sales-crm\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get started with ClickUp CRM for free\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get started with ClickUp CRM for free&quot;}\">Get started with ClickUp CRM for free<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Combine your B2B CRM with project management to unlock superior efficiency via ClickUp<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Most CRMs feel like a spreadsheet in disguise\u2014clunky, inflexible, and built more for reporting than selling. That&#8217;s why <a href=\"https:\/\/clickup.com\/teams\/sales\">ClickUp for Sales Teams<\/a> stands out as the everything app for work that brings your CRM seamlessly together with your project management system.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"473\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-692-1400x473.png\" alt=\"Customize how you track deal stages and pipelines with ClickUp Custom Statuses\" class=\"wp-image-493118\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-692-1400x473.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-692-300x101.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-692-768x259.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-692-1536x518.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-692-700x236.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/image-692.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Customize how you track deal stages and pipelines with ClickUp Custom Statuses<\/figcaption><\/figure>\n<\/div>\n\n\n<p>Start with <a href=\"https:\/\/clickup.com\/teams\/crm\">ClickUp CRM<\/a>, which lets you build a tailored pipeline using <a href=\"https:\/\/clickup.com\/features\/custom-task-statuses\">Custom Task Statuses<\/a> to represent deal stages such as Lead, Qualified, Demo Scheduled, Proposal Sent, and Closed. <\/p>\n\n\n\n<p>Each deal lives as a <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Task<\/a> enriched with <a href=\"https:\/\/clickup.com\/features\/custom-fields\">Custom Fields in ClickUp<\/a>\u2014deal size, close probability, account owner, renewal date\u2014so you can sort, filter, and forecast with precision. And <a href=\"https:\/\/clickup.com\/features\/views\">ClickUp Views<\/a> like Kanban, Table, and Calendar make it easy to visualize where every opportunity stands.<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-31578\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/01\/image2.gif\" alt=\"ClickUp Views\" width=\"1200\" height=\"746\">\n<figcaption class=\"wp-element-caption\">See the 15+ views in ClickUp to customize your workflow to your needs<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Want to automate lead intake? Set up a <a href=\"https:\/\/clickup.com\/features\/forms\">ClickUp Form<\/a> to capture website leads. The moment someone fills it out, your pre-set <a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> trigger: a new deal task is created, assigned to the right rep based on territory, tagged by industry, and moved into the \u201cNew Lead\u201d stage\u2014instantly.<\/p>\n\n\n\n<p>Plus, with <a href=\"https:\/\/clickup.com\/brain\">ClickUp Brain<\/a>, you don\u2019t need to dig through your workspace for account updates. Ask <em>\u201cWhat\u2019s the latest on the Salesforce renewal?\u201d<\/em> and get an AI-generated summary of all comments, emails, next steps, and risks\u2014pulled from real-time activity across your workspace.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"1177\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-10-at-12.39.37\u202fPM-1400x1177.png\" alt=\"\" class=\"wp-image-493133\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-10-at-12.39.37\u202fPM-1400x1177.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-10-at-12.39.37\u202fPM-300x252.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-10-at-12.39.37\u202fPM-768x646.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-10-at-12.39.37\u202fPM-1536x1292.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-10-at-12.39.37\u202fPM-700x589.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/Screenshot-2025-07-10-at-12.39.37\u202fPM.png 1774w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Start using ClickUp Brain for free<\/a><\/div>\n\n\n\n<p>If you&#8217;d rather not start from scratch, the <a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\">ClickUp CRM Template <\/a>prebuilds a full, ready-to-go RevOps engine.<\/p>\n\n\n\n<p>It brings deal tracking, workflows, reporting, and team collaboration in one clean, customizable platform that you can adapt to your workflows and reporting. <\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Combining CRM &amp; Project Management | ClickUp Vlog\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/yhyZJ8ahKgY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-f51a2f6d-318b-4b16-90a4-184e0ffee589\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip:<\/strong> Connect your CRM to <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> and access 50+ cards\u2014including AI summaries and updates\u2014to track lost or won accounts, deal sizes, revenue trends, and more.<\/p>\n\n\n<\/div>\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-4db335e4-2ef1-4e1d-b1c7-3c92b8b9f3c0\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: Use <a href=\"https:\/\/clickup.com\/features\/ai-notetaker\">ClickUp\u2019s AI Notetaker<\/a> to automatically record, transcribe, and summarize your sales calls\u2014then link those insights directly to your CRM tasks. Summaries with action items and next steps can be auto-attached to the relevant deal using <a href=\"https:\/\/clickup.com\/brain\">ClickUp Autopilot Agents<\/a>, keeping your pipeline rich with context. You can even trigger workflows based on keywords in the summary to move deals forward faster. And of course, ClickUp Brain links your CRM, Docs, and Tasks for unified context.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"5-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>Small to mid\u2011sized (10\u2013200 users) sales teams<\/p>\n\n\n\n<p><strong>Use case<\/strong><\/p>\n\n\n\n<p>Great for cross\u2011functional teams managing deals, projects, and clients in one workspace<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access dozens of free <a href=\"https:\/\/clickup.com\/blog\/crm-templates\/\">CRM templates<\/a> to build your ultimate <a href=\"https:\/\/clickup.com\/blog\/customer-database-software\/\">customer database<\/a><\/li>\n\n\n\n<li>Add new documents and wikis to <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a>, ideal for creating and managing an extensive <a href=\"https:\/\/clickup.com\/blog\/best-knowledge-base-software\/\">knowledge base<\/a> for your sales and marketing teams<\/li>\n\n\n\n<li>Simplify meeting scheduling and auto-prioritize important work with <a href=\"https:\/\/clickup.com\/features\/calendar\">ClickUp&#8217;s AI Calendar<\/a><\/li>\n\n\n\n<li>Capture lead\/client data and customer feedback via native, shareable forms<\/li>\n\n\n\n<li>Create sales collateral\u2014emails, pitches, presentations, and more, with <a href=\"https:\/\/clickup.com\/features\/ai\">ClickUp&#8217;s native AI<\/a> to generate lead emails, create presentations and pitches, etc.<\/li>\n\n\n\n<li>Manage your deals from anywhere with cloud-based accessibility<\/li>\n\n\n\n<li>Benefit from strong <a href=\"https:\/\/clickup.com\/privacy\">data privacy and security policies<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>We manage everything from Client work to our CRM and love the flexibility of options and the in-built automations. We also love that ClickUp is constantly evolving and that they listen to their clients!<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/clickup\/reviews\/clickup-review-11007220\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tailor all ClickUp features\u2014from automations to dashboards\u2013to fit your unique workflows<\/li>\n\n\n\n<li>Replace multiple, siloed tools with a unified, AI-powered workspace that becomes your single source of truth<\/li>\n\n\n\n<li>Manage tasks and customer interactions in one place<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"8-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The learning curve is steep, and setting up the perfect workflow takes time. Occasionally, updates introduce bugs or slow performance, and the mobile app isn\u2019t as smooth as the desktop version.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/clickup\/reviews\/clickup-review-11012059\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The mobile app has fewer features than the web version<\/li>\n\n\n\n<li>Many custom features can lead to a longer learning curve for new users<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-pricing\">Pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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HubSpot CRM<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.hubspot.com\/products\/crm\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HubSpot CRM<\/a> is a polished, all-in-one system built for teams that want their marketing, sales, and service data to live under one roof. It takes the heavy lifting out of cross-functional collaboration, so everyone\u2014from your SDR to your VP of Sales\u2014gets the context they need to move deals forward faster.<\/p>\n\n\n\n<p>Everything talks to everything. When a lead fills out a form or books a meeting, the CRM updates instantly. Sales reps can use it to log calls, emails, and notes with just a click, while marketers build automated nurture journeys that feed directly into the pipeline. HubSpot even scales with you as a <a href=\"https:\/\/clickup.com\/blog\/crm-for-startups\/\">CRM for small businesses and startups<\/a>\u2014offering tools like sales playbooks, customizable reporting dashboards, and revenue forecasting, all baked into a single platform.<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-610e8f10-9f3d-4b5b-a6a7-f757e25f2164\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: Use Breeze AI to automate tasks, score and enrich leads, craft emails, and optimize customer engagement with smart nudges. You also get an AI Meeting Assistant to prep for calls and capture highlights so nothing slips through, ensuring every conversation is action-ready.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"12-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>Startups to enterprises<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Ideal for companies needing unified sales, marketing, and support in one platform<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access multiple email, social media, lead, and pipeline sales processes tools<\/li>\n\n\n\n<li>Automate <a href=\"https:\/\/clickup.com\/blog\/email-marketing-kpis\/\">email marketing<\/a> to tackle the entire sales cycle<\/li>\n\n\n\n<li>Benefit from extensive <a href=\"https:\/\/clickup.com\/blog\/best-hubspot-integrations\/\">third-party software integrations for HubSpot<\/a><\/li>\n\n\n\n<li>Compile deal opportunities, tickets, and even file attachments\u2014anything you\u2019d want to know about a customer\u2014in a detailed sales activity log<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Sales Hub lets you automate repetitive tasks (emails, follow-ups, lead rotation), but you can still personalize everything to keep that human touch. So yes, your reps can finally stop living in their inboxes&#8230;You can make calls, send emails, log notes, and even chat with leads\u2014all from one place<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\/hubspot-sales-hub-review-11378722\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Built-in meeting scheduling to connect with clients<\/li>\n\n\n\n<li>Automations that take the busy work off your plate while still retaining the human touch <\/li>\n\n\n\n<li>Bring digital marketing, email automation, sales automation, scheduling, and support\/ticketing workflows into one tool<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The free CRM is a great gateway drug, but once you get into Sales Hub Pro or Enterprise territory, it can start to feel like you\u2019re paying by the click. Add-ons, extra seats, and advanced features = dollar signs.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/hubspot-sales-hub\/reviews\/hubspot-sales-hub-review-11378722\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The initial setup can be challenging, especially for setting up multiple sales pipelines<\/li>\n\n\n\n<li>Basic features are paywalled, and upgrading can become quite costly quite fast<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Starter:<\/strong> $20\/month<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $890\/month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Starts at $3600\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.4\/5 (12,700+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (4,400+ reviews)<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-1c8b0e8e-ce06-48ac-8e63-860b9abb5862\">\n<p id=\"ub-styled-box-bordered-content-\"><strong><strong>\ud83d\udceeClickUp Insight: <\/strong><\/strong>30% of workers believe automation could save them 1\u20132 hours per week, while 19% estimate it could unlock 3\u20135 hours for deep, focused work.<\/p>\n\n\n\n<p>Even those small time savings add up: just two hours reclaimed weekly equals over 100 hours annually\u2014time that could be dedicated to creativity, strategic thinking, or personal growth.\ud83d\udcaf<br>With ClickUp\u2019s AI Agents and <a href=\"https:\/\/clickup.com\/ai\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Brain<\/a>, you can automate workflows, generate project updates, and transform your meeting notes into actionable next steps\u2014all within the same platform. No need for extra tools or integrations\u2014ClickUp brings everything you need to automate and optimize your workday in one place.<\/p>\n\n\n\n<p>\ud83d\udcab <strong>Real Results:<\/strong> RevPartners slashed 50% of their SaaS costs by consolidating three tools into ClickUp\u2014getting a unified platform with more features, tighter collaboration, and a single source of truth that\u2019s easier to manage and scale.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp for free<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"18-3-freshsales\">3. Freshsales<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.freshworks.com\/crm\/sales\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Freshsales<\/a> goes beyond the one-size-fits-all approach, allowing you to tailor the system to your B2B CRM needs. Customize currencies, languages, and even the business modules you operate within. Its sophisticated built-in phone dialer also makes it ideal for <a href=\"https:\/\/clickup.com\/blog\/crm-service-business\/\">service business<\/a> needs.<\/p>\n\n\n\n<p>Customizable deal pipelines make it easy to track progress, while features like territory management, lead scoring, and appointment scheduling help your team focus on the opportunities that matter most. The B2B CRM software also offers sales email templates and web forms to fast-track repetitive tasks and free up time for your sales processes.<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-ab70f421-d89c-48b4-a7a4-62858f0aa81d\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: Freddy AI considers your pipeline history to identify hot opportunities, personalize outreach, resolve duplicates, and highlight the best steps forward.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"19-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>SMBs to mid\u2011market<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Perfect for sales teams who want lead scoring and multichannel outreach<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the built-in cloud phone for direct in-app calling to better manage customer relationships<\/li>\n\n\n\n<li>Assign tasks, notify managers, or trigger follow-up sequences via native automations<\/li>\n\n\n\n<li>Ensure your sales pipeline stays clean and actionable with contacts, conversations, and tasks in one place<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Easily view customer profiles. Edit the views to see what is needed most &#8211; for example, we have important details at the top of their profile, like their contact details. It records all communication in one location for quick access when needed.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/oiwajxot\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customize CRM views to surface key customer information faster<\/li>\n\n\n\n<li>Create auto-updating reports<\/li>\n\n\n\n<li>Send automated emails when custom fields are updated to reduce manual work<\/li>\n\n\n\n<li>Effortlessly sync calls and meetings to your calendar<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>I&#8217;ve found creating Analytics Reports to be very complicated and difficult to understand &#8211; you need to follow the guidance on how to do this, or have help from someone who does understand, they did not seem simple to set up.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/oiwajxot\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reporting and analytics could be more intuitive and user-friendly <\/li>\n\n\n\n<li>Limited customer support across the sales hub<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Blossom:<\/strong> $19\/month per user<\/li>\n\n\n\n<li><strong>Garden:<\/strong> $35\/month per user<\/li>\n\n\n\n<li><strong>Estate:<\/strong> $65\/month per user<\/li>\n\n\n\n<li><strong>Forest: <\/strong>$79\/month per user (annual billing only)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.5\/5 (1,200+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (600+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"25-4-activecampaign\">4. ActiveCampaign<\/h3>\n\n\n\n<p><a href=\"http:\/\/activecampaign.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">ActiveCampaign<\/a> enables you to engage customers <a href=\"https:\/\/clickup.com\/blog\/customer-journey-mapping-tools\/\">throughout their sales lifecycle<\/a> with custom email, social media, landing page, and form content. It also brings the power of machine learning to your marketing efforts. <strong>Predictive Sending<\/strong> and <strong>Predictive Content<\/strong> functionalities help deliver personalized messages at times when customers are most likely to engage.<\/p>\n\n\n\n<p>The platform\u2019s <a href=\"https:\/\/clickup.com\/blog\/marketing-automation-software\/\">marketing automation<\/a> works to improve lead management and close deals more efficiently. You can <a href=\"https:\/\/clickup.com\/blog\/automate-your-sales-processes\/\">automate sales processes<\/a> like lead scoring to qualify or disqualify leads right away. For example, when someone visits your site, downloads a guide, or replies to a campaign, ActiveCampaign automatically logs the interaction and adjusts their lead score. From there, it can route them to a rep, add them to a nurture sequence, or set a task to follow up.<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-0027252e-83d2-4be4-9f1c-18f599dd0c3e\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: Use Active Intelligence to predict customer behavior, choose the best target audience for your campaigns, and even draft email campaigns using generative AI\u2014so marketing and sales are truly in sync.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"26-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>Small to mid-sized marketing, sales, and customer success teams<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Great for marketers &amp; sales using email campaigns integrated with CRM<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Boost customer engagement across multiple channels<\/li>\n\n\n\n<li>Access custom reporting and insights to scan customer behavior<\/li>\n\n\n\n<li>Track win probability rates for each prospect. Knowing the odds makes it easy to decide on the extent of nurturing efforts and <a href=\"https:\/\/clickup.com\/blog\/resource-allocation\/\">resource allocation<\/a> toward a potential sale<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The visual automation builder, contact segmentation options, and detailed reporting features make campaign management much more efficient. It\u2019s also great that the platform continues to roll out updates and improvements regularly.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/activecampaign\/reviews\/activecampaign-review-11345604\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Score, tag, and segment leads to personalize campaign communications from onboarding to nurturing<\/li>\n\n\n\n<li>Easily create and run campaign automations using a drag-and-drop editor<\/li>\n\n\n\n<li>Customers report seeing higher engagement and conversion rates from using the tool<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>I lead multiple brands, and I\u2019d love the ability to keep them operationally separate (contacts, domains, branding, reporting, etc.) without having to purchase and juggle multiple accounts. The lack of multi-org functionality is frustrating, especially given the price point.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/activecampaign\/reviews\/activecampaign-review-11379315\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You can only manage one org from one account, which limits multi-brand campaigns<\/li>\n\n\n\n<li>Navigating the campaign builder interface is unintuitive<\/li>\n\n\n\n<li>Occasional performance issues across the B2B CRM software<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter:<\/strong> Starts at $15\/month<\/li>\n\n\n\n<li><strong>Plus:<\/strong> Starts at $49\/month<\/li>\n\n\n\n<li><strong>Pro: <\/strong>Starts at $79\/month<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Starts at $145\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.5\/5 (14,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.6\/5 (2,500+ reviews)<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-dde6d712-a54f-44c8-a5ea-02313933aae3\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0<strong> Fun Fact: <\/strong>The <a href=\"https:\/\/www.salesforce.com\/crm\/what-is-crm\/history\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">foundations of modern CRM<\/a> were laid by Robert and Kate Kestnbaum, pioneers in database marketing\u2014a discipline that used statistical models to predict which customers were most likely to respond to marketing campaigns. This approach emphasized measurable outcomes and personalized engagement, setting the stage for data-driven customer relationship management.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"32-5-nutshell-crm\">5. Nutshell CRM<\/h3>\n\n\n\n<p>For small to mid-sized B2B teams juggling sales, marketing, and outreach, <a href=\"https:\/\/www.nutshell.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Nutshell CRM<\/a> offers a smart\u2014and sensible\u2014approach to pipeline-focused selling. Picture this: you build custom pipelines with drag\u2011and\u2011drop ease, manage tasks, calls, and email interactions from one sleek interface, and automatically score leads as they come in through web forms or visitor\u2011tracking tools.<\/p>\n\n\n\n<p>Text message follow\u2011ups? Nutshell handles those, too\u2014automating SMS sequences when a contact enters a new pipeline stage. When it comes to insights, Nutshell\u2019s reporting dashboards and forecasting tools help you spot trends across teams, deals, and territories.<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-2fb82810-40e6-4f65-9e9a-e3c4f665689b\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: Get auto-generated summaries and templates to streamline your next follow-ups via calls and emails. Plus, its AI Pipeline Guide suggests optimized pipeline structures for your workflow.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"33-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>Small to mid-market<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Perfect for tight teams needing simplicity in pipeline management + email campaigns + call logging<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Build customizable pipelines to manage your sales processes<\/li>\n\n\n\n<li>Create tailored, targeted marketing campaigns faster with templates for broadcasts and newsletters<\/li>\n\n\n\n<li>Automate scheduling for follow-ups and task assignments<\/li>\n\n\n\n<li>Turn responses into valuable contacts via embeddable forms<\/li>\n\n\n\n<li>Monitor leads, deals, and sales performance with diverse views, such as board, list, map, and chart<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>I love the ability to track client communications, leave notes for colleagues, and have all client information in one place. I like the engagement tracking tools in NS Marketing, which is where I spend most of my time.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/ksqddmad\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Connect contacts, leads, and customers in one platform<\/li>\n\n\n\n<li>Integrate easily with email clients such as Gmail and Outlook<\/li>\n\n\n\n<li>Leverage in-app collaboration features such as activity tracking, team assignments, and chat<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Because I use NS for communications, and it&#8217;s what we use for our email marketing, I have an issue with the lack of drip sequence options. Additionally, I wish that instead of just HOW many link clicks occurred in an email, that I could just pull the list of those names.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/myycfmfh\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users dislike the lack of drip email sequences <\/li>\n\n\n\n<li>The reporting and analytics features are basic<\/li>\n\n\n\n<li>Some users find the mobile app buggy<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Foundation<\/strong>: $19\/user\/month<\/li>\n\n\n\n<li><strong>Growth:<\/strong> $32\/month<\/li>\n\n\n\n<li><strong>Pro<\/strong>: $49\/user\/month<\/li>\n\n\n\n<li><strong>Business<\/strong>: $67\/user\/month<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: $89\/user\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.3\/5 (1,200+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.3\/5 (550+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"39-6-mondaycom\">6. Monday.com<\/h3>\n\n\n\n<p><a href=\"http:\/\/monday.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Monday.com<\/a> is an all-in-one platform for contact, lead, and <a href=\"https:\/\/clickup.com\/blog\/best-project-management-tools\/\">project management<\/a>. Whether you\u2019re an independent B2B seller or part of a small business, lead prioritization becomes less of a guessing game with Monday.com\u2019s intelligent lead scoring feature.<\/p>\n\n\n\n<p>The platform quantifies lead quality based on actions like link clicks, email responses, and attendance in product demos. That way, your sales team can channel their efforts toward leads more likely to convert. <\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-8b252813-1f36-453b-9a1d-f4fd6fd7eeda\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: Monday&#8217;s AI Blocks act as drag-and-drop tools that can translate, extract critical data from contracts, or write updates\u2014right within your CRM boards, while predictive insights spot timeline risks before they happen and automate routine data entry.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"40-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>Mid-sized to enterprise<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Ideal for remote\/matrix teams juggling projects and sales in boards<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Simplify workflow setup with 200+ templates<\/li>\n\n\n\n<li>Manage deals on the go with iOS and Android mobile apps<\/li>\n\n\n\n<li>Easily capture promising leads with web forms<\/li>\n\n\n\n<li>Leverage comprehensive reporting tools for sales and marketing campaigns<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The best thing about Monday&#8217;s CRM is that it offers a lot of freedom. It allows you to configure a lot based on your specific needs and requirements.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-10669169\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customize pipelines, boards, reminders, and more as per your CRM workflows<\/li>\n\n\n\n<li>Track leads and internal comms better with dashboards<\/li>\n\n\n\n<li>Automate status updates, notifications, and other repetitive tasks via native automations<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Limited Email Tracking Functionality \u2013 Not as strong as dedicated CRMs for mass outreach or tracking email engagement.<br><br>Clunky for Advanced Reporting \u2013 Some workarounds needed for more complex sales analytics or forecasting.<br><br>Mobile App Limitations \u2013 Some features aren\u2019t as smooth or accessible on mobile compared to desktop.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/monday-crm\/reviews\/monday-crm-review-11123998\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users have reported bugs and performance issues<\/li>\n\n\n\n<li>Bulk data imports and advanced reporting functionality could be smoother <\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basic CRM:<\/strong> $15\/month per user<\/li>\n\n\n\n<li><strong>Standard CRM:<\/strong> $20\/month per user<\/li>\n\n\n\n<li><strong>Pro CRM:<\/strong> $33\/month per user<\/li>\n\n\n\n<li><strong>Enterprise CRM:<\/strong> Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.6\/5 (900+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.7\/5 (400+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"46-7-pipedrive\">7. Pipedrive<\/h3>\n\n\n\n<p><a href=\"http:\/\/pipedrive.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pipedrive<\/a> stands out as a CRM designed with B2B professionals in mind. Its visually appealing and intuitive interface for <a href=\"https:\/\/clickup.com\/blog\/sales-pipeline-metrics\/\">sales pipeline<\/a> management gives you an at-a-glance view of where each opportunity stands. If a deal hasn\u2019t moved in a while, Pipedrive sends you an alert so no lead falls through the cracks.<\/p>\n\n\n\n<p>The platform\u2019s built-in calling feature lets you make and log calls directly within the CRM. Plus, you can track emails and calls and even integrate with Google Maps to find nearby contacts.<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-3191d3df-0e61-4ecf-b1a8-64e59f6e9acf\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: Write polished outreach or digest long threads in seconds using Piepdrive&#8217;s email generator and summarize. And if you wish to spot your most promising deals, get recommendations for the next best actions, and flag overdue follow-ups, simply use the AI Sales Assistant.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"47-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>SMBs (1\u201350 reps)<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Best for focused sales teams tracking deal stages simply and visually<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monitor sales leads effectively with a visual sales pipeline<\/li>\n\n\n\n<li>Get tailored, actionable advice for converting leads into deals with the AI-powered Sales Assistant<\/li>\n\n\n\n<li>Create Smart Docs that keep context around all opportunities centralized<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Their visual sales pipeline makes tracking leads is pretty intuitive. The automation features save time on follow-ups, and the email tracking is perfect for optimizing campaigns. It&#8217;s easy to use, even for non-technical members of our team.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/ivdxzedy\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Simplicity of use<\/li>\n\n\n\n<li>Track leads from the opportunity to the project completion stage <\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Pipedrive lacks advanced marketing automation and native email campaign tools, requiring integrations for full-funnel execution. Reporting can also feel limited for in-depth marketing analytics.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/ylqcresw\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited reporting and post-sales capabilities<\/li>\n\n\n\n<li>No native email marketing tools<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Essential:<\/strong> $19\/month per user<\/li>\n\n\n\n<li><strong>Advanced: <\/strong>$34\/month per user<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$64\/month per user<\/li>\n\n\n\n<li><strong>Power: <\/strong>$74\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$99\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.3\/5 (2,500+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (3,500+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"53-8-salesforce-crm\">8. Salesforce CRM<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforce CRM<\/a> is the powerhouse platform built for complex B2B organizations with big pipelines and even bigger teams. It\u2019s made for companies that need total visibility\u2014from lead to renewal\u2014and the flexibility to model their sales process down to the smallest detail.<\/p>\n\n\n\n<p>The tool lets you build multiple pipelines, customize every field and object, and plug in everything from Slack to your ERP. Plus, managers can drill into dashboards for win\/loss insights, forecast accuracy, and pipeline velocity, all with real-time updates. It\u2019s not the lightest CRM out there, but for enterprise-grade control and depth, Salesforce is a solid pick.<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-8f6b9d91-d748-4777-8450-67a804d93a92\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: From drafting emails and marketing copy to autonomous agents that run support workflows and flag churn, Salesforce\u2019s AI can actively work for you, not just dispense advice.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"54-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>Enterprise<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Great for large orgs standardizing processes, approvals, and AI copilot\/agent usage in their sales workflows<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"55-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Support customers across email, chat, phone, social, and web from one unified inbox\u2014complete with intelligent routing and priority setting<\/li>\n\n\n\n<li>Build tailored workflows and data models using custom objects<\/li>\n\n\n\n<li>Extend functionality instantly via thousands of third-party apps on the App Exchange<\/li>\n\n\n\n<li>Configure role-based access, data sharing rules, and settings to protect sensitive information at scale<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"56-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>I can easily track customer cases, view interaction history, and log updates across multiple channels in one place. The ability to automate follow-ups, use quick text, and customize reports makes it very efficient for managing customer service workflows<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/salesforce-salesforce-sales-cloud\/reviews\/salesforce-sales-cloud-review-11286793\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automation for repetitive CRM tasks<\/li>\n\n\n\n<li>Advanced lead management from onboarding to retention<\/li>\n\n\n\n<li>Salesforce Einstein AI that shares actionable suggestions for lead prioritization and sales strategy optimization<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The platform is incredibly complex and not remotely user-friendly for small to midsize teams without dedicated technical staff.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/salesforce-salesforce-sales-cloud\/reviews\/salesforce-sales-cloud-review-11335867\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users report that the UI is unintuitive and overwhelming<\/li>\n\n\n\n<li>Advanced add-ons and functionalities are expensive and hard to implement without hiring implementation partners<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"58-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Salesforce Foundations:<\/strong> Free<\/li>\n\n\n\n<li><strong>Starter Suite: <\/strong>$25\/user\/month<\/li>\n\n\n\n<li><strong>Pro Suite: <\/strong>$100\/user\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"59-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.4\/5 (23,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: \/5 (18,000+ reviews)<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-7bac0988-2272-4d46-8bb7-a697ed178780\">\n<p id=\"ub-styled-box-bordered-content-\"><strong><strong>\ud83d\udcee ClickUp Insight: <\/strong><\/strong>19% of managers say getting timely updates from team members is their biggest visibility challenge.<\/p>\n\n\n\n<p>But even when updates do come in, they\u2019re often inconsistent. Some are vague, some are overly detailed, and others are missing altogether. That inconsistency creates noise instead of clarity. <a href=\"https:\/\/clickup.com\/ai\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp\u2019s AI Cards <\/a>and AI-generated Status Summaries and Chat Summaries help bring consistency to how progress is reported. Team members can generate structured updates with a click, while you get a unified, readable view of what\u2019s on track\u2014and what needs attention.<\/p>\n\n\n\n<p>\ud83d\udcab <strong>Real Results<\/strong>: Pigment improved team communication efficiency by 20% with ClickUp\u2014keeping teams better connected and aligned.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp today\u2014it&#8217;s free<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"60-9-salesflare-crm\">9. Salesflare CRM<\/h3>\n\n\n\n<p><a href=\"http:\/\/salesflare.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesflare<\/a> streamlines key CRM tasks, such as lead and contact management, and elevates them with capabilities like drag-and-drop pipelines and workflow automation. Its intuitive email-finding feature lets you directly search for leads on LinkedIn, a particularly convenient tool for expanding your contact list.<\/p>\n\n\n\n<p>With Salesflare\u2019s user-friendly contact data enrichment feature, the platform fills in the gaps in your CRM records every time you interact with leads via emails or social profiles. Received an email with an attachment? Salesflare automatically uploads the file to the respective account, ensuring that important documents are never lost.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"61-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>Small to mid\u2011sized sales teams<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Ideal for lean B2B teams seeking automatic data capture and outreach<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"62-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Build multiple, custom sales pipelines and perform bulk edits, moves, or exports in a few clicks<\/li>\n\n\n\n<li>Use advanced lead scoring to support proactive selling<\/li>\n\n\n\n<li>Get notified when leads go cold, emails are unanswered, or after meetings, ensuring no opportunity slips through<\/li>\n\n\n\n<li>Create email drip sequences and reusable templates to save time and drive consistent outreach<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"63-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The best interface on the global market today with the Google suite and Linkedin.<br>The support is very responsive and the software improvement regular.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/salesflare\/reviews\/salesflare-review-10739591\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Easily import contacts and accounts from Gmail<\/li>\n\n\n\n<li>Users praise the customer support for their responsiveness<\/li>\n\n\n\n<li>Automated data enrichment simplifies outreach<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"64-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>&#8211; when an employee leaves &#8211; handovers more complex than need to be.<br>&#8211; Filters could do with a better UX &#8211; a bit clunky to use.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/salesflare\/reviews\/salesflare-review-10072817\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Filters can be clunky to apply<\/li>\n\n\n\n<li>Some users complain about the lack of UI updates <\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"65-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Growth: <\/strong>$35\/month per user<\/li>\n\n\n\n<li><strong>Pro:<\/strong> $55\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$115\/month per user (custom pricing with five users or more)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"66-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.8\/5 (280+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.7\/5 (100+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"67-10-zoho-crm\">10. Zoho CRM<\/h3>\n\n\n\n<p>From lead and deal management to sales forecasting and email marketing, <a href=\"https:\/\/www.zoho.com\/crm\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho CRM<\/a> is a comprehensive B2B CRM software solution. It consolidates top communication channels such as email, social media, and phone calls into a single, user-friendly interface.&nbsp;<\/p>\n\n\n\n<p>Its scoring rules and multiple touchpoints are ideal for moving leads down the sales funnel more efficiently, which is instrumental to faster conversions. Another standout feature is its mobile app. It empowers sales teams to engage with leads, access customer data, and even monitor KPIs while on the move.<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-f654feb4-6e51-4764-9775-5e5d45ca4721\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: Zoho&#8217;s native AI assistant, Zia, not only predicts churn, qualifies leads, and drafts emails\u2014but now includes autonomous SDR and coaching agents that drive workflows and train reps. It also feeds product usage data into AI models to flag customers at risk before renewal.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"68-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>SMBs to enterprise<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Versatile across industries, especially for modular CRM + automations<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"69-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Centralize sales, marketing, and customer service activities to eliminate silos<\/li>\n\n\n\n<li>Identify and prioritize quality leads with robust lead management and predictive sales forecasting&nbsp;tools<\/li>\n\n\n\n<li>Leverage built-in social media management tools for brand monitoring and lead generation<\/li>\n\n\n\n<li>Create custom modules for handling vendors or onboarding, etc.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"70-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Our biggest highlight with Zoho CRM has been the customer engagement features that has streamlined our interactions and communications with customers allowing us to close deals quickly. Zoho CRM also offers top-end analytics that provide us with accurate insights on how to improve our sales<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/silxmbvu\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Build lasting customer relationships by re-engaging leads gone cold<\/li>\n\n\n\n<li>Automate lead scoring and identify high-intent prospects faster<\/li>\n\n\n\n<li>Unlock opportunities and improve strategies with robust analytics data <\/li>\n\n\n\n<li>Access customer interactions, communication history, and recent transactions on the move with a dedicated mobile app<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"71-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The AI may initially seem very helpful, but it&#8217;s easy for the bot to generate incoherent conversations. I have to monitor the chats and step in when necessary. Yes, it helps me automate, but I can&#8217;t stop supervising it.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/ezomwllx\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Mobile app call logs could be improved<\/li>\n\n\n\n<li>The AI chatbot needs supervision and manual steering<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"72-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free Edition<\/strong><\/li>\n\n\n\n<li><strong>Standard: <\/strong>$20\/month per user<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$35\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> $50\/month per user<strong>&nbsp;<\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"73-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.1\/5 (2,800+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.3\/5 (6,900+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"74-11-nimble\">11. Nimble<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.nimble.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Nimble<\/a> is a social-powered CRM designed for small B2B teams that thrive on relationships. It automatically enriches your contact profiles with data from LinkedIn, email threads, company info, and even social media\u2014giving you the full picture before every conversation.<\/p>\n\n\n\n<p>Whether you\u2019re prospecting on the web or preparing for a client call, Nimble\u2019s browser extension lets you capture leads in one click and sync them directly into your pipeline. It\u2019s especially handy for founders, consultants, and sales pros who want smart, context-rich selling without the overhead of traditional CRMs.<\/p>\n\n\n<div style=\"border: 3px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-4735ce60-5c0c-441a-bb49-c91fa7b33a98\">\n<p id=\"ub-styled-box-bordered-content-\">\u23e9 <strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ea2691\" class=\"has-inline-color\">AI Capability<\/mark><\/strong>: Integrate AI\u2011powered contact enrichment, social insight tools, and pipeline tracking into one powerful system.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"75-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>Small businesses<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Good for social\u2011savvy teams needing enriched contact management<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"76-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Stay on top of your outreach with automated follow-up reminders and group email sequences<\/li>\n\n\n\n<li>Capture leads with one click from Gmail, Outlook, LinkedIn, and web pages via browser extensions<\/li>\n\n\n\n<li>Keep your team aligned with shared contact lists, calendars, tasks, and automations<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"77-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>\u00a0Excellent search functionality, and the Group Message feature is the best. The &#8216;tag&#8217; feature is brilliant and I use it all the time. Great app! Customer support is always ready to help!<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/nimble\/reviews\/nimble-crm-review-985024\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Separate and sort contacts using tags<\/li>\n\n\n\n<li>Easy to use and quick to learn<\/li>\n\n\n\n<li>Automate follow\u2011ups, reminders, and lead qualification<\/li>\n\n\n\n<li>Send segmented group campaigns or multi-step nurture sequences with open-rate visibility<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"78-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The in-browser widget is often buggy, and regularly does not attach the contact&#8217;s picture to the contact even when there clearly is a profile pic on LinkedIn, FaceBook etc. Also, when Nimble &#8216;suggests&#8217; that your contact might be the same one on various social media platforms, you must click each one to go to their profile before you you can know if that&#8217;s one the same one.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/nimble\/reviews\/nimble-crm-review-985024\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limits how many people you can reach out to<\/li>\n\n\n\n<li>Auto-populates lead details from social media, but you have to manually verify if the lead is the same person across multiple channels<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"79-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>$29.90\/user\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"80-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.5\/5 (1,100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.4\/5 (1,800+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"81-12-less-annoying-crm\">12. Less Annoying CRM<\/h3>\n\n\n\n<p>If you&#8217;re a small business tired of bloated CRMs with hidden costs and steep learning curves, <a href=\"https:\/\/www.lessannoyingcrm.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Less Annoying CRM <\/a>lives up to its name. Designed specifically for solopreneurs and lean teams, it strips CRM down to the essentials\u2014contact management, pipeline tracking, calendar integration, and task reminders\u2014so you can focus on building relationships, not battling software.<\/p>\n\n\n\n<p>The interface is clean and intuitive, letting you get up and running in minutes. Daily agenda emails ensure no follow-up falls through the cracks, and every feature is accessible for a flat monthly fee per user\u2014no tiered pricing, no upsells. What truly sets it apart is its customer service: every support rep is a product expert, ready to answer your questions without scripts or escalations.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"82-ideal-for\">Ideal for<\/h4>\n\n\n\n<p><strong>Team size<\/strong><\/p>\n\n\n\n<p>Small teams (1\u201315 users)<\/p>\n\n\n\n<p><strong><strong>Use case<\/strong><\/strong><\/p>\n\n\n\n<p>Perfect for solopreneurs or small teams needing a simple, affordable CRM<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"83-best-features\">Best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create multiple, customizable workflows with unlimited pipelines to match distinct sales, support, or referral processes, ensuring each team moves clients along the right stages<\/li>\n\n\n\n<li>Tag and categorize contacts flexibly, then easily filter views and run specialized reports on those groups\u202f<\/li>\n\n\n\n<li>Capture full email history in contact records, and run simple email campaigns with templates and referral tracking<\/li>\n\n\n\n<li>Manage roles, custom fields, and user permissions, plus enjoy sandbox test environments<\/li>\n\n\n\n<li>Slice CRM data however you need with flexible dashboards, forecasting tools, and ad-hoc reporting<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"84-pros\">Pros<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Creating and modifying custom fields is very easy and we are able to tailor this to our needs very well. I also like being able to access data with an API call to do more advanced analysis. We are getting a lot of use out of the email integration feature. We are a very small business but I can see this platform working well for much larger organizations also.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/angyeiud\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Unlimited, highly customizable custom fields<\/li>\n\n\n\n<li>Packs a powerful punch despite its lightweight and simple UI<\/li>\n\n\n\n<li>All features and free upgrades in one plan<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"85-cons\">Cons<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>\u00a0Currently, anything uploaded creates a new record rather than merge with existing. I wish there were a way to view all contacts or pipelines in tabular format to be able to quickly tell which records have missing fields, and be able to make edits in a tabular view.<\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/arc.net\/l\/quote\/lnkoqysr\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Capterra review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Inability to merge new uploads into existing data<\/li>\n\n\n\n<li>Some users find that the search results could be improved<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"86-pricing\">Pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>$15\/user\/month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"87-g2-and-capterra-reviews\">G2 and Capterra reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.9\/5 (600+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.8\/5 (600+ reviews)<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"88-the-benefits-of-using-a-crm-for-b2b\">The Benefits of Using a CRM for B2B<\/h2>\n\n\n\n<p>One of the primary benefits of a B2B CRM system is that it<strong> centralizes customer data and interactions<\/strong>, eliminating the need to chase down information stored in scattered systems or folders. This translates to <a href=\"https:\/\/clickup.com\/blog\/process-efficiencies\/\">increased efficiency<\/a>, as well as enhanced customer experience.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-adf8ca1c-e22e-4b9c-a1ae-8af15cfa6ae4\">\n<p id=\"ub-styled-box-notification-content-\">In a recent survey, respondents said that the <a href=\"https:\/\/www.freshworks.com\/theworks\/company-news\/crm-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">biggest benefits<\/a> they experienced from CRM software are higher sales revenue (57%), better customer satisfaction\/retention (53%), and higher-quality customer service\/support (49%).<\/p>\n\n\n<\/div>\n\n\n<p>Additional benefits of B2B CRM software include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Meeting and exceeding revenue targets<\/strong>: Businesses that implement them are <a href=\"https:\/\/www.freshworks.com\/theworks\/company-news\/crm-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">86% more likely<\/a> to exceed sales targets than those that don\u2019t\u202f<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/decision-making-process\/\"><strong>Informed decision-making<\/strong><\/a><strong>:<\/strong> Access to analytics and metrics like <a href=\"https:\/\/clickup.com\/blog\/sales-enablement-kpis\/\">sales KPIs<\/a> offers a foundation for data-driven strategies<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/marketing-planning-process\/\"><strong>Precision in outreach<\/strong><\/a><strong>: <\/strong>Customer segmentation within a B2B CRM enables targeted marketing and sales efforts, shortening sales cycles by <a href=\"https:\/\/www.freshworks.com\/theworks\/company-news\/crm-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">8-14 days<\/a> while boosting revenue by 21-30%<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/customer-retention-software\/\"><strong>Customer retention<\/strong><\/a><strong>:<\/strong> Monitoring customer satisfaction helps your team identify upsell or renewal opportunities across the sales cycle<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"89-how-to-choose-the-right-b2b-crm-software-what-are-the-key-features-to-consider-in-b2b-crms\">How to Choose the Right B2B CRM Software: What Are the Key Features to Consider in B2B CRMs?<\/h2>\n\n\n\n<p>Take these factors into account to ensure you pick <a href=\"https:\/\/clickup.com\/blog\/sales-apps\/\">the best tool to boost your sales<\/a>:&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/clickup.com\/blog\/lead-management-software\/\"><strong>Lead management<\/strong><\/a><strong>: <\/strong>Look for full-cycle tracking\u2014from capturing leads through web forms to conversion analytics\u2014so reps can nurture contacts without dropping the ball\u202f<\/li>\n\n\n\n<li><strong>Data management: <\/strong>You\u2019ll want smooth data import\/export and easy hygiene tools. Automation is key to reclaiming the time that sales reps spend on manual data entry, away from selling<\/li>\n\n\n\n<li><strong>Customization:<\/strong> Opt for systems that let you tailor sales pipelines, custom fields, and workflows. B2B CRMs with account-based contact management let you mirror your actual deal stages and stakeholder groups<\/li>\n\n\n\n<li><strong>Third-party integrations: <\/strong>Ensure compatibility with <a href=\"https:\/\/clickup.com\/blog\/b2b-marketing-software\/\">marketing automation, email<\/a>, calendar, ERP, and support tools. Many organizations prefer cloud CRMs precisely for their ease of integration<\/li>\n\n\n\n<li><strong>Remote access: <\/strong><a href=\"https:\/\/clickup.com\/blog\/crm-saas\/\">Cloud-based accessibility<\/a> with provisions for data security offers peace of mind<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/team-collaboration\/\"><strong>Team collaboration<\/strong><\/a><strong>:<\/strong> Look for features that support internal messaging, document sharing, reminders, and shared visibility\u2014critical for alignment across sales, marketing, and service teams<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"90-try-clickup%E2%80%94your-perfect-crm-for-b2b-sales\">Try ClickUp\u2014Your Perfect CRM for B2B Sales<\/h2>\n\n\n\n<p>While the B2B CRM platforms we\u2019ve reviewed offer impressive capabilities and various strong suits, one stands out for its remarkable flexibility\u2014ClickUp!<\/p>\n\n\n\n<p>From lead tracking and account planning to follow-up automations and reporting dashboards, ClickUp centralizes your entire sales cycle in one sleek workspace. You get visibility, alignment, and speed\u2014without the need for clunky, disconnected tools.<\/p>\n\n\n\n<p>With ClickUp Forms, you can capture leads right into your pipeline, then trigger workflows, assign tasks, or set reminders automatically. ClickUp Brain keeps your team ahead with smart summaries, auto-updated notes, and voice-to-text action items that eliminate post-call busywork. And with CRM templates tailored for everything from enterprise sales to account-based outreach, you can launch a high-functioning CRM in minutes\u2014not months.<\/p>\n\n\n\n<p>As an incredibly versatile tool,<strong> ClickUp has something for everyone<\/strong>\u2014whether you\u2019re a B2B veteran or a rookie just dipping your toes in the customer relationship waters.<\/p>\n\n\n\n<p><a href=\"https:\/\/app.clickup.com\/signup\">Explore ClickUp for free today<\/a>!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>B2C sales may be all about emotion-driven transactions. But if you sell B2B, you need a more rational, calculated approach. Your customer relationship management (CRM) system must reflect that. The problem is that common CRM tools are often B2C-oriented and may not be a perfect fit for B2B needs, which include handling multiple stakeholders, complex [&hellip;]<\/p>\n","protected":false},"author":117,"featured_media":105942,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","footnotes":""},"categories":[223],"tags":[],"class_list":["post-105941","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/B2B-CRM-Software-Blog-Feature.png","author_info":{"display_name":"Garima Behal","author_link":"https:\/\/clickup.com\/blog\/author\/gbehalclickup-com\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Top 10 B2B CRM Software Tools [2026 Edition] | ClickUp<\/title>\n<meta name=\"description\" content=\"B2B selling can be effortless with the right tool! 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