{"id":266717,"date":"2025-02-06T22:22:03","date_gmt":"2025-02-07T06:22:03","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=266717"},"modified":"2025-02-06T22:22:07","modified_gmt":"2025-02-07T06:22:07","slug":"operational-crm-tools","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/operational-crm-tools\/","title":{"rendered":"Top 10 Operational CRM Tools to Streamline Your Business"},"content":{"rendered":"\n<p>Ever played a game of \u201cWhack-a-Mole\u201d? <a href=\"https:\/\/clickup.com\/blog\/crm\/\">Customer relationship management (CRM)<\/a> can often feel like you\u2019re stuck in one, hammering away at tasks as quickly as you can.<\/p>\n\n\n\n<p>Managing customer data, sales updates, and marketing campaigns\u2014it never stops.<\/p>\n\n\n\n<p>Here\u2019s where operational CRM tools come in handy. They organize, automate, and optimize processes, helping you manage the frenetic pace of business.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750?utm_source=organic&amp;utm_medium=owned&amp;utm_campaign=org_owned_ar_aau_acq_blog_all-devices_x_lp_x_all-departments_x_growth_play&amp;utm_term=2022-01-01&amp;utm_content=us_interest_x\" class=\"cu-button cu-button--purple cu-button--improved\">Ready to manage &amp; optimize your CRM processes? Download the ClickUp CRM Template for free<\/a><\/div>\n\n\n\n<p>In this article, we\u2019ll introduce you to 10 operational CRM tools that can take the stress out of managing customer relationships.&nbsp;<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-f5a86c58-539d-495c-b420-5844255e1fde\" 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\">Top 10 Operational CRM Tools to Streamline Your Business<\/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\/operational-crm-tools\/#1-what-should-you-look-for-in-operational-crm-tools\" style=\"\">What Should You Look for in Operational CRM Tools?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#2-the-10-best-operational-crm-tools\" style=\"\">The 10 Best Operational CRM Tools<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#3-1-clickup-best-customizable-crm-with-seamless-team-collaboration\" style=\"\">1. ClickUp (Best customizable CRM with seamless team collaboration)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#9-2-hubspot-crm-best-for-user-friendly-interface-with-marketing-integration\" style=\"\">2. HubSpot CRM (Best for user-friendly interface with marketing integration)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#15-3-salesforce-sales-cloud-best-comprehensive-crm-with-advanced-customization\" style=\"\">3. Salesforce Sales Cloud (Best comprehensive CRM with advanced customization)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#20-4-zoho-crm-best-affordable-crm-with-multichannel-communication\" style=\"\">4. Zoho CRM (Best affordable CRM with multichannel communication)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#26-5-pipedrive-best-sales-focused-crm-with-visual-pipeline-management\" style=\"\">5. Pipedrive (Best sales-focused CRM with visual pipeline management)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#32-6-freshsales-best-ai-powered-crm-with-lead-scoring\" style=\"\">6. Freshsales (Best AI-powered CRM with lead scoring)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#37-7-bitrix24-best-all-in-one-crm-with-project-management\" style=\"\">7. Bitrix24 (Best all-in-one CRM with project management)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#42-8-insightly-best-for-integrating-crm-with-project-management\" style=\"\">8. Insightly (Best for integrating CRM with project management)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#47-9-monday-crm-by-mondaycom-best-for-customizable-workflows-with-an-intuitive-interface\" style=\"\">9. monday CRM by monday.com (Best for customizable workflows with an intuitive interface)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/operational-crm-tools\/#53-10-copper-best-for-seamless-google-workspace-integration\" style=\"\">10. Copper (Best for seamless Google Workspace integration)<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-49a67b5b-16d9-4ab1-b49d-df3f85cce563\">\n<h2 class=\"wp-block-heading\" id=\"0-%E2%8F%B0-60-second-summary\">\u23f0 60-Second Summary<\/h2>\n\n\n\n<p>If you\u2019re looking for a quick list of the best operational CRM tools out there, here it is:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/app.clickup.com\/signup\">ClickUp<\/a>:<\/strong> Best customizable CRM with seamless team collaboration<\/li>\n\n\n\n<li><strong>HubSpot CRM:<\/strong> Best user-friendly interface with marketing integration<\/li>\n\n\n\n<li><strong>Salesforce Sales Cloud:<\/strong> Best comprehensive CRM with advanced customization<\/li>\n\n\n\n<li><strong>Zoho CRM:<\/strong> Best affordable CRM with multichannel communication<\/li>\n\n\n\n<li><strong>Pipedrive:<\/strong> Best sales-focused CRM with visual pipeline management<\/li>\n\n\n\n<li><strong>Freshsales:<\/strong> Best AI-powered CRM with lead scoring<\/li>\n\n\n\n<li><strong>Bitrix24:<\/strong> Best all-in-one CRM with project management<\/li>\n\n\n\n<li><strong>Insightly:<\/strong> Best for integrating CRM with project management<\/li>\n\n\n\n<li><strong>Monday CRM:<\/strong> Best for customizable workflows with an intuitive interface<\/li>\n\n\n\n<li><strong>Copper:<\/strong> Best for a seamless Google Workspace integration<\/li>\n<\/ul>\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<h2 class=\"wp-block-heading\" id=\"1-what-should-you-look-for-in-operational-crm-tools\">What Should You Look for in Operational CRM Tools?<\/h2>\n\n\n\n<p>When <a href=\"https:\/\/clickup.com\/blog\/how-to-choose-a-crm\/\">choosing the best operational CRM<\/a> tools for your business, focus on features that help you hit your business goals:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customer data management: <\/strong>Ensure the CRM can store and analyze relevant customer data and sales performance. Look for features that support easy access to customer information for personalized interactions<\/li>\n\n\n\n<li><strong>Sales and marketing automation: <\/strong>Look for tools that automate repetitive tasks like email campaigns and follow-ups. Support sales processes with tools that manage the sales funnel and boost productivity for your sales and marketing teams<\/li>\n\n\n\n<li><strong>Pipeline management: <\/strong>Focus on tools that support sales process management and provide insights into each stage of the sales cycle. A tool that offers a visual sales pipeline can make this easier<\/li>\n\n\n\n<li><strong>Customer interaction tracking: <\/strong>Find a good operational CRM system that is <a href=\"https:\/\/clickup.com\/blog\/customer-orientation\/\">customer-oriented<\/a>, recording all customer service interactions, emails, and calls. These insights help improve customer satisfaction and customer retention<\/li>\n\n\n\n<li><strong>Integration and customization: <\/strong>Opt for deeply customizable sales CRM platforms that adapt to your business needs. Ensure the CRM integrates seamlessly with your existing tools, such as project management or marketing software<\/li>\n\n\n\n<li><strong>Analytics and reporting: <\/strong>Features like sales forecasting can help you predict trends and allocate resources wisely. So, look for tools that provide sales reports and insights into sales performance<\/li>\n\n\n\n<li><strong>User-friendly interface: <\/strong>A CRM platform with an easy-to-use interface reduces dependency on IT teams and eliminates hurdles like manual data entry<\/li>\n\n\n\n<li><strong>Scalability and cost: <\/strong>Assess the pricing model, such as per-user plans, to ensure your chosen CRM aligns with your budget. Ensure the CRM can scale as your business grows, supporting larger teams and more customer relationships<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-10-best-operational-crm-tools\">The 10 Best Operational CRM Tools<\/h2>\n\n\n\n<p>Having the right CRM tool for your requirements can mean the difference between drowning in endless spreadsheets, missed follow-ups, and frustrated customers\u2014or effortlessly tracking every lead, automating tedious tasks, and building stronger, more personalized relationships.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-clickup-best-customizable-crm-with-seamless-team-collaboration\">1. ClickUp (Best customizable CRM with seamless team collaboration)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"985\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-717-1400x985.png\" alt=\"ClickUp CRM solution\" class=\"wp-image-266720\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-717-1400x985.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-717-300x211.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-717-768x540.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-717-1536x1081.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-717-700x493.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-717.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Transform your customer relationships with the all-in-one ClickUp CRM solution<\/figcaption><\/figure><\/div>\n\n\n<p>Have you ever wished for a CRM app that does it all? <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a> is the everything app for work that combines project management, knowledge management, and chat\u2014all powered by AI that helps you work faster and smarter.<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter 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\n<p>With the <a href=\"https:\/\/clickup.com\/teams\/crm\">CRM Project Management Software by ClickUp<\/a>, you can create and customize workflows that fit your business like a glove.&nbsp;<\/p>\n\n\n\n<p>Use Custom Views such as List, Kanban Board, and Gantt Charts to manage leads and track customer interactions effectively across various stages of the sales pipeline.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"721\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-718.png\" alt=\"ClickUp Dashboard\" class=\"wp-image-266721\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-718.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-718-300x180.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-718-768x461.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-718-700x421.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Visualize your team\u2019s progress and track success with ClickUp Dashboards<\/figcaption><\/figure><\/div>\n\n\n<p>Consolidate KPIs in customizable <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> to visualize and analyze sales and marketing metrics in one place. This centralized approach ensures that your team has quick access to vital data, facilitating informed decision-making and personalized customer interactions.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"935\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-719-1400x935.png\" alt=\"ClickUp Chat\" class=\"wp-image-266722\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-719-1400x935.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-719-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-719-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-719-1536x1025.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-719-700x467.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-719.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Communicate faster and collaborate effortlessly with ClickUp Chat<\/figcaption><\/figure><\/div>\n\n\n<p>With <a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat<\/a>, you can bring your work and messages into one place and collaborate with your team in real time. It lets you create and manage tasks directly from chat messages, turning discussions into actionable items with a single click. This integration also ensures that all conversations are automatically linked to relevant tasks, documents, and projects, providing context and continuity in client interactions.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"936\" height=\"625\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-720.png\" alt=\"ClickUp Tasks\" class=\"wp-image-266723\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-720.png 936w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-720-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-720-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-720-700x467.png 700w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><figcaption class=\"wp-element-caption\">Stay organized and conquer your to-do list with ClickUp Tasks<\/figcaption><\/figure><\/div>\n\n\n<p>Manage your to-dos efficiently with <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a>. Assign tasks, set priorities, and track progress to ensure that all aspects of customer relationship management are handled promptly and effectively.<\/p>\n\n\n\n<p>Need more of a head start? ClickUp offers a variety of templates designed for CRM processes. These ready-to-use templates are designed to simplify your customer relationship management processes, saving you time and effort.<\/p>\n\n\n\n<p>For example, you can use the <a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\">ClickUp CRM Template<\/a> to track leads, deals, accounts, and contacts seamlessly. It features Custom Statuses for monitoring customer relationship progress and Custom Fields for capturing essential information like contact details and industry, all organized across multiple views for easy access and management.<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>ClickUp is the best project management and CRM tool that I&#8217;ve come across. The versatility allows you to truly tackle all of your tasks in one place without numerous subscriptions to other services.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Brenna Keenan<\/cite><span>,\u00a0<\/span><span class=\"cu-author-quote__author-position\">Digital Marketing Director of SSM Creative Collective<\/span><\/figcaption><\/figure><\/div>\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-33f174d6-318e-474a-9f59-50a85da2e5b5\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udca1 Pro Tip: <\/strong>Use <a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> to save time and reduce manual work. For example, if you&#8217;re managing a sales pipeline, set up an automation to automatically move a task to the &#8220;Negotiation&#8221; column when a status changes to &#8220;Proposal Sent.&#8221; Save the automation, and watch it run seamlessly in the background.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"526\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-56.png\" alt=\"ClickUp Automation\" class=\"wp-image-270019\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-56.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-56-300x132.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-56-768x337.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/02\/image-56-700x307.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Save time and simplify workflows with powerful ClickUp Automations<\/figcaption><\/figure><\/div>\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"4-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customize workflows to match your unique business processes, from customer onboarding to service automation<\/li>\n\n\n\n<li>Leverage integrations with popular tools like Slack, Google Drive, and Salesforce to streamline operations<\/li>\n\n\n\n<li>Generate custom reports to analyze sales performance, forecast trends, and improve customer retention<\/li>\n\n\n\n<li>Use <a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a>, ClickUp\u2019s native AI assistant, for customer interactions, automating data entry and follow-up reminders, and gaining insights into customer behavior to personalize outreach and streamline communication<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The learning curve can be steep due to its extensive capabilities<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free Forever<\/strong><\/li>\n\n\n\n<li><strong>Unlimited<\/strong>: $7\/month per user<\/li>\n\n\n\n<li><strong>Business<\/strong>: $12\/month per user<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact for pricing<\/li>\n\n\n\n<li><strong>ClickUp Brain: <\/strong>Add to any paid plan for $7 per member per month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-clickup-ratings-and-reviews\">ClickUp ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.7\/5 (9,900+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.6\/5 (4,300+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"8-what-are-real-life-users-saying-about-clickup\">What are real-life users saying about ClickUp?<\/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 ClickUp! I use it for everything in my business, from managing my sales pipeline to CRM sales cycles, team communications, and production schedules.<br>The ability to customize everything makes click-up flexible and give the ability to make each space your own.<br>I also like that I can invite guests and use this feature to allow my customers to see their products more through the stages of production in real time and the gant chart allows me to bring everything together for a full production planning overview.<\/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-9904258\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Verified G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-2-hubspot-crm-best-for-user-friendly-interface-with-marketing-integration\">2. HubSpot CRM (Best for user-friendly interface with marketing integration)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1120\" height=\"918\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-721.png\" alt=\"HubSpot\" class=\"wp-image-266729\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-721.png 1120w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-721-300x246.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-721-768x629.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-721-700x574.png 700w\" sizes=\"auto, (max-width: 1120px) 100vw, 1120px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hubspot.com\/products\/crm\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HubSpot<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Are you looking for a CRM that feels like a natural extension of your team?&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/www.hubspot.com\/products\/crm\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HubSpot CRM<\/a> is an intuitive platform that integrates marketing, sales, and customer service, making it a favorite among businesses that aim to enhance customer relationships.<\/p>\n\n\n\n<p>One of the most appreciated features of HubSpot CRM is its centralized dashboard, which gives users a complete overview of their <a href=\"https:\/\/clickup.com\/blog\/sales-and-marketing-strategy\/\">sales and marketing strategy<\/a>. Use it to track customer interactions, monitor sales forecasting, and even view real-time updates on team performance.<\/p>\n\n\n\n<p>This operational CRM software makes it easier to create and track marketing campaigns, send personalized emails, and analyze sales performance metrics.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-hubspot-crms-best-features\">HubSpot CRM&#8217;s best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Schedule emails and meetings from the CRM using the built-in meeting scheduler<\/li>\n\n\n\n<li>Leverage built-in integrations with email templates to automate email campaigns<\/li>\n\n\n\n<li>Analyze sales performance with <a href=\"https:\/\/clickup.com\/blog\/sales-dashboard\/\">sales dashboards<\/a> that measure the effectiveness of marketing campaigns, ads, and lead-generation efforts<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-hubspot-crm-limitations\">HubSpot CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some advanced features may require higher-tier subscriptions<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-hubspot-crm-pricing\">HubSpot CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Starter Customer Platform: <\/strong>$16\/month (includes one seat; additional seats cost $20\/month)<\/li>\n\n\n\n<li><strong>Professional Customer Platform: <\/strong>$1,300\/month (includes five seats; additional seats cost $50\/month)<\/li>\n\n\n\n<li><strong>Enterprise Customer Platform: <\/strong>$4,300\/month (includes seven seats; additional seats cost $75\/month)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-hubspot-crm-ratings-and-reviews\">HubSpot CRM ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>No ratings available<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (4,200+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-what-are-real-life-users-saying-about-hubspot-crm\">What are real-life users saying about HubSpot CRM?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Implemented HubSpot at out company about 6 months ago. Has been great for our sales, marketing, and service teams to have one spot to centralize data. Before, all our contacts were scattered between Gmail, our website, random spreadsheets and post it notes\u2026 yeah, we needed 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:\/\/www.reddit.com\/r\/hubspot\/comments\/obkk4g\/comment\/h3om4ch\/?utm_source=share&amp;utm_medium=web3x&amp;utm_name=web3xcss&amp;utm_term=1&amp;utm_content=share_button\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Reddit review<\/a><\/cite><\/figcaption><\/figure><\/div>\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-be065230-152e-4c5d-a5da-f5a6b0f0a8d1\">\n<p id=\"ub-styled-box-notification-content-\"><strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/clickup-vs-hubspot\/\">ClickUp vs. HubSpot: Which CRM Tool is Best?<\/a><\/p>\n\n\n<\/div>\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-8d3e15ba-4f9a-4360-9436-720312899e62\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udc40 <strong>Did You Know?<\/strong> In 1957, the Life Circulation Company, which later became DialAmerica, formed the <a href=\"https:\/\/www.nutshell.com\/blog\/the-history-of-sales-greatest-salespeople-of-all-time\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">first inside sales team in the U.S.<\/a>\u2014composed entirely of women!<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"15-3-salesforce-sales-cloud-best-comprehensive-crm-with-advanced-customization\">3. Salesforce Sales Cloud (Best comprehensive CRM with advanced customization)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"933\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-722-1400x933.png\" alt=\"Salesforce Sales Cloud\" class=\"wp-image-266730\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-722-1400x933.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-722-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-722-768x512.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-722-700x467.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-722.png 1536w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.salesforce.com\/sales\/cloud\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforce<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/www.salesforce.com\/sales\/cloud\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Salesforce Sales Cloud<\/a> offers a comprehensive suite of tools to manage customer relationships, automate sales processes, and provide deep insights through advanced analytics.<\/p>\n\n\n\n<p>Its features support custom workflows, complex sales processes, and large sales teams. Its extensive integration capabilities allow businesses to connect with various third-party applications, creating a unified ecosystem supporting various business functions.<\/p>\n\n\n\n<p>Additionally, Salesforce Sales Cloud provides comprehensive pipeline management tools that offer real-time visibility into the sales process. This feature enables sales managers to monitor deal progress and facilitate proactive data management and customer relationship management.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-salesforce-sales-clouds-best-features\">Salesforce Sales Cloud&#8217;s best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sync email and calendar content and CRM data automatically with the Salesforce Einstein feature<\/li>\n\n\n\n<li>Utilize robust reporting tools to track business performance<\/li>\n\n\n\n<li>Collaborate with team members using built-in communication features and collaboration tools like Chatter<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-salesforce-sales-cloud-limitations\">Salesforce Sales Cloud limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The platform can be complex, requiring time to learn and fully utilize<\/li>\n\n\n\n<li>Attractive features like forecasting and quote management are not available in the starter suite<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-salesforce-sales-cloud-pricing\">Salesforce Sales Cloud pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter Suite: <\/strong>$25\/month per user<\/li>\n\n\n\n<li><strong>Pro Suite: <\/strong>$100\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$165\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Unlimited: <\/strong>$330\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Einstein 1 Sales: <\/strong>$500\/month per user (billed annually)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-salesforce-sales-cloud-ratings-and-reviews\">Salesforce Sales Cloud ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.4\/5 (23,100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.4\/5 (18,700+ reviews)<\/li>\n<\/ul>\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-b7b9b194-538b-4eb4-9a6e-b8288db69d56\">\n<p id=\"ub-styled-box-notification-content-\"><strong>Also Read:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/salesforce-alternatives\/\">Top 12 Salesforce CRM Alternatives and Competitors<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"20-4-zoho-crm-best-affordable-crm-with-multichannel-communication\">4. Zoho CRM (Best affordable CRM with multichannel communication)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1366\" height=\"768\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-723.png\" alt=\"Zoho\" class=\"wp-image-266732\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-723.png 1366w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-723-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-723-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-723-700x394.png 700w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.zoho.com\/en-in\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Are you looking for an operational and analytical CRM that helps you manage customer relationships and brings all your communication channels together in one place? Then this is the one for you.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.zoho.com\/en-in\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho CRM<\/a> is an operational CRM tool for businesses of all sizes. It\u2019s particularly popular among small- to mid-sized companies looking for a cost-effective yet feature-rich solution to streamline customer interactions and sales cycles.<\/p>\n\n\n\n<p>The platform effortlessly manages multichannel communication. From email and phone calls to live chat and social media, Zoho ensures you can <a href=\"https:\/\/clickup.com\/blog\/customer-orientation\/\">connect with your customers<\/a> on their preferred platforms.<\/p>\n\n\n\n<p>Tasks like lead generation, follow-up reminders, and email drip campaigns can be automated, saving your sales and marketing teams valuable time.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-zoho-crms-best-features\">Zoho CRM&#8217;s best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Receive real-time notifications whenever a customer interacts with your emails, website, or social media posts with the SalesSignals feature<\/li>\n\n\n\n<li>Identify and analyze sales performance and trends in your data with AI-powered assistant, Zia<\/li>\n\n\n\n<li>Analyze sales performance and sales tasks with advanced reporting tools to drive strategic decisions<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-zoho-crm-limitations\">Zoho CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users report that the interface can be less intuitive compared to other CRMs<\/li>\n\n\n\n<li>AI tools are available only in higher tiers<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-zoho-crm-pricing\">Zoho CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Standard: <\/strong>$14\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$23\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$40\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Ultimate: <\/strong>$52\/month per user (billed annually)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-zoho-crm-ratings-and-reviews\">Zoho CRM ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.1\/5 (2,700+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.3\/5 (6,800+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-what-are-real-life-users-saying-about-zoho-crm\">What are real-life users saying about Zoho CRM?<\/h4>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Zoho CRM stands out for its intuitive interface and the ability to customize workflows. Integration with other tools in the Zoho ecosystem facilitates centralized data management and automation of repetitive tasks, which saves time and improves efficiency in our daily operations. In addition, the analytics module is very complete and useful for decision making.<\/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\/zoho-crm\/reviews\/zoho-crm-review-10684674\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Verified G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"26-5-pipedrive-best-sales-focused-crm-with-visual-pipeline-management\">5. Pipedrive (Best sales-focused CRM with visual pipeline management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"470\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-724-1400x470.png\" alt=\"Pipedrive\" class=\"wp-image-266734\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-724-1400x470.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-724-300x101.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-724-768x258.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-724-1536x516.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-724-700x235.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-724.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pipedrive<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Want to see your entire sales cycle at a glance, with every deal and every stage laid out in a sensible way? Then <a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Pipedrive<\/a> is a great fit for you.<\/p>\n\n\n\n<p>It is a <a href=\"https:\/\/clickup.com\/blog\/sales-tools\/\">CRM sales tool<\/a> designed specifically to help you and your sales teams stay organized, focused, and on track to close more deals.<\/p>\n\n\n\n<p>Whether you work in real estate, software sales, or any other industry, its customizable pipelines adapt to your team&#8217;s needs.<\/p>\n\n\n\n<p>Pipedrive\u2019s Insights and Reporting tools are equally impressive. You can generate reports to track performance and analyze pipeline conversion rates.<\/p>\n\n\n\n<p>Its simplicity, paired with powerful features like mobile apps and integrations with tools like Slack, Google Workspace, and Trello, makes it an ideal choice for sales professionals who want a CRM that\u2019s both functional and easy to use.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-pipedrive-best-features\">Pipedrive best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sync all email correspondence with the CRM with its Smart Email BCC feature<\/li>\n\n\n\n<li>Add notes, set reminders, and attach files directly to deals with Pipedrive\u2019s deal management tools<\/li>\n\n\n\n<li>Plan calls, meetings, and follow-ups directly within the tool with activity scheduling<\/li>\n\n\n\n<li>Visualize and manage your sales pipeline with an intuitive drag-and-drop interface<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-pipedrive-limitations\">Pipedrive limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited features for marketing automation compared to other operational CRM software<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-pipedrive-pricing\">Pipedrive pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Essential: <\/strong>$24\/month per seat<\/li>\n\n\n\n<li><strong>Advanced: <\/strong>$44\/month per seat<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$64\/month per seat<\/li>\n\n\n\n<li><strong>Power: <\/strong>$79\/month per seat<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$129\/month per seat<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-pipedrive-ratings-and-reviews\">Pipedrive ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (2,100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (3,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-what-are-real-life-users-saying-about-pipedrive\">What are real-life users saying about Pipedrive?<\/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 has sucessfully structured their CRM with humans in mind who may not be experts at using complex software. They have made it simple without compromising critical features. We use it every day for simple sales to complicated tenders and projects and Pipedrive provides all the activity tracking from lead-in to close.<\/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\/pipedrive\/reviews\/pipedrive-review-10615291\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Verified G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\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-346c82df-4be4-4fb3-bec3-6a20b471b766\">\n<p id=\"ub-styled-box-notification-content-\"><strong>Also Read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/cloud-based-crm-software\/\">10 Best Cloud-Based CRM Software<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"32-6-freshsales-best-ai-powered-crm-with-lead-scoring\">6. Freshsales (Best AI-powered CRM with lead scoring)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"986\" height=\"586\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-725.png\" alt=\"Freshsales: operational crm tools\" class=\"wp-image-266736\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-725.png 986w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-725-300x178.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-725-768x456.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-725-700x416.png 700w\" sizes=\"auto, (max-width: 986px) 100vw, 986px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.freshworks.com\/crm\/sales\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Freshsales<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/www.freshworks.com\/crm\/sales\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Freshsales<\/a> combines service automation, analytics, and an intuitive interface to make sales management smarter and faster.<\/p>\n\n\n\n<p>It is one of the <a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">best examples of operational CRM software<\/a> that is fully AI-powered. It is aimed <a href=\"https:\/\/clickup.com\/blog\/crm-service-business\/\">at service businesses<\/a> that want to focus their efforts on high-value opportunities.<\/p>\n\n\n\n<p>Thanks to its mobile app, Freshsales is also a powerful tool for remote teams. The app enables sales reps to manage leads, update deal stages, and access customer information on the go.<\/p>\n\n\n\n<p>Finally, Freshsales\u2019 reporting and analytics tools provide deep insights into your sales performance, whether you\u2019re tracking conversion rates, analyzing the success of a marketing campaign, or forecasting trends.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-freshsales-best-features\">Freshsales best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Implement AI-based lead scoring to focus on high-potential prospects<\/li>\n\n\n\n<li>Create custom workflows for lead nurturing with the sales sequence feature, making it easier to guide prospects<\/li>\n\n\n\n<li>Consolidate all customer interactions\u2014emails, calls, chats, and meetings\u2014into one unified view with 360-degree customer profiles<\/li>\n\n\n\n<li>Automate sales workflows to increase efficiency and reduce manual efforts<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-freshsales-limitations\">Freshsales limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users may find the customization options limited compared to other operational CRM<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-freshsales-pricing\">Freshsales pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Growth: <\/strong>Starting at $9\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Pro: <\/strong>$39\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$59\/month per user (billed annually)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-freshsales-ratings-and-reviews\">Freshsales ratings and 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 (610+ reviews)<\/li>\n<\/ul>\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-614aefae-82b8-455d-9eea-7e2d3d1d8d9f\">\n<p id=\"ub-styled-box-notification-content-\"><strong>Also Read:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/sales-enablement-kpis\/\">How to Measure Sales Enablement KPIs and Metrics<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"37-7-bitrix24-best-all-in-one-crm-with-project-management\">7. Bitrix24 (Best all-in-one CRM with project management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"788\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-726-1400x788.png\" alt=\"Bitrix24: operational crm tools\" class=\"wp-image-266737\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-726-1400x788.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-726-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-726-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-726-1536x864.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-726-700x394.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-726.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.bitrix24.in\/?nz=eu\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Bitrix24<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>If you are looking for an operational CRM tool that integrates customer relationship management with team collaboration and <a href=\"https:\/\/clickup.com\/blog\/sales-project-management\/\">sales project management<\/a>, Bitrix24 can be a decent choice.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.bitrix24.in\/?nz=eu\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Bitrix24<\/a> is an all-in-one operational CRM software designed to manage business processes for organizations of all sizes. From a small startup to a large enterprise, Bitrix24 offers a comprehensive suite of tools to enhance productivity and manage customer interactions.<\/p>\n\n\n\n<p>Bitrix24\u2019s CRM system centralizes customer data, tracks interactions, and automates sales tasks. This feature is particularly beneficial for sales teams that aim to maintain organized records of client communications.<\/p>\n\n\n\n<p>Since Bitrix24 also offers project management tools, your marketing teams can use it to plan, organize, and monitor projects and collaborate across departments.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-bitrix24-best-features\">Bitrix24 best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Manage projects and tasks using integrated tools that support various methodologies, including Kanban and Gantt charts<\/li>\n\n\n\n<li>Create and customize websites with the built-in website builder<\/li>\n\n\n\n<li>Access AI-powered sales assistance to gain insights and recommendations, supporting data-driven decision-making<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-bitrix24-limitations\">Bitrix24 limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The complexity of features can result in a steep learning curve for new users, potentially requiring additional time for training and adaptation<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-bitrix24-pricing\">Bitrix24 pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Basic: <\/strong>$61\/month (includes five users)<\/li>\n\n\n\n<li><strong>Standard: <\/strong>$124\/month (includes 50 users)<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$249\/month (includes 100 users)<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Starting at $499\/month (includes 250+ users)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-bitrix24-ratings-and-reviews\">Bitrix24 ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.1\/5 (540+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.2\/5 (920+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"42-8-insightly-best-for-integrating-crm-with-project-management\">8. Insightly (Best for integrating CRM with project management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"287\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-727-1400x287.png\" alt=\"Insightly: operational crm tools\" class=\"wp-image-266773\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-727-1400x287.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-727-300x62.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-727-768x157.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-727-1536x315.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-727-700x144.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-727.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.insightly.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Insightly<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/www.insightly.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Insightly<\/a> is a unified CRM solution where businesses can effortlessly manage client interactions and project workflows.<\/p>\n\n\n\n<p>Your sales team can also benefit from Insightly&#8217;s lead routing and sales pipeline management features, which automate lead distribution and provide real-time visibility into deal stages.<\/p>\n\n\n\n<p>Moreover, Insightly&#8217;s customizable dashboards and advanced reporting tools offer valuable insights into business performance. Users can generate reports tailored to their needs, facilitating informed decision-making and strategic planning.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-insightly-best-features\">Insightly best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Integrate project management with CRM to oversee client projects from inception to completion<\/li>\n\n\n\n<li>Access mobile applications to manage customer relationships and projects on the go<\/li>\n\n\n\n<li>Automate lead assignments to ensure prompt and appropriate follow-up by the right team members<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-insightly-limitations\">Insightly limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited advanced customization options, which may not meet the needs of businesses requiring highly tailored workflows<\/li>\n\n\n\n<li>To use most of the advanced features, customers have to purchase the enterprise CRM suite&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-insightly-pricing\">Insightly pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Plus: <\/strong>$29\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$49\/month per user (billed annually)<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$99\/month per user (billed annually)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-insightly-ratings-and-reviews\">Insightly ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.2\/5 (910+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.0\/5 (650+ reviews)<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-323d15c6-f5e0-46ee-a5ca-3de54540d68a\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83e\udde0 <strong>Fun Fact:<\/strong> Some of the best times to cold-call are <a href=\"https:\/\/www.insidesales.com\/the-seven-rules-of-cold-calling\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">between 8:00 to 9:00 AM and 4:00 to 5:00 PM<\/a>, assuming you\u2019re calling within your time zone (if not, adjust for where you\u2019re calling).<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"47-9-monday-crm-by-mondaycom-best-for-customizable-workflows-with-an-intuitive-interface\">9. monday CRM by monday.com (Best for customizable workflows with an intuitive interface)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"778\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-728-1400x778.png\" alt=\"monday CRM: operational crm tools\" class=\"wp-image-266775\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-728-1400x778.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-728-300x167.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-728-768x427.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-728-1536x853.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-728-700x389.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-728.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/monday.com\/crm\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">monday.com<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>How about an operational CRM system that is both highly customizable and user-friendly? If your answer is yes, then monday CRM might be a good fit for you.<\/p>\n\n\n\n<p>monday.com works well with teams of all sizes, from startups to <a href=\"https:\/\/clickup.com\/blog\/enterprise-crm-solutions\/\">large enterprises<\/a>, seeking sales process management, data management, and customer relationship management within a single intuitive interface.<\/p>\n\n\n\n<p>Also, its integration capabilities let all your essential applications work together harmoniously, creating a cohesive ecosystem that supports your team&#8217;s workflow.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-monday-crm-best-features\">monday CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automate repetitive tasks with no-code automation, enhancing efficiency and accuracy<\/li>\n\n\n\n<li>Visualize project progress with dynamic boards, timelines, and Gantt charts, ensuring transparency and accountability<\/li>\n\n\n\n<li>Collaborate in real time with team members through built-in communication features, fostering teamwork and alignment<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-monday-crm-limitations\">monday CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Pricing can escalate with the addition of more users and advanced features, which may be a consideration for budget-conscious teams<\/li>\n\n\n\n<li>Initial setup may require time to fully customize and integrate with existing workflows, potentially delaying immediate adoption<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-monday-crm-pricing\">monday CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basic: <\/strong>$15\/month per seat<\/li>\n\n\n\n<li><strong>Standard: <\/strong>$20\/month per seat<\/li>\n\n\n\n<li><strong>Pro: <\/strong>$33\/month per seat<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-monday-crm-ratings-and-reviews\">&nbsp;monday CRM ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.6\/5 (910+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5 (390+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-what-are-real-life-users-saying-about-monday-crm\">What are real-life users saying about monday CRM?<\/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 team loves how flexible monday CRM is. We can do a lot on monday that we couldn&#8217;t do in other software (or would need a lot of custom\/dev support to enable). We also love how easily it integrates with monday work management and forms, which we&#8217;ve been using for several years and so building out the CRM was easier.<\/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-10697101\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Verified G2 review<\/a><\/cite><\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"53-10-copper-best-for-seamless-google-workspace-integration\">10. Copper (Best for seamless Google Workspace integration)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"390\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-729.png\" alt=\"Copper: operational crm tools\" class=\"wp-image-266776\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-729.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-729-300x152.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-729-700x355.png 700w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.copper.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Copper<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>If your work relies heavily on Google Workspace and you want an operational customer relationship management tool that blends smoothly with other Google apps, then this CRM tool is for you.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.copper.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Copper<\/a> is an operational CRM software that integrates directly with Google Workspace, creating a familiar and intuitive environment for managing customer relationships.<\/p>\n\n\n\n<p>Designed for small- to mid-sized businesses, Copper embeds itself within Gmail, Calendar, and Drive, allowing you to manage leads, track emails, and schedule follow-ups without leaving your inbox.<\/p>\n\n\n\n<p>This integration means less time toggling between applications and more time focusing on building customer relationships.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-copper-best-features\">Copper best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Handle repetitive tasks with workflow automation, freeing up time for more strategic activities<\/li>\n\n\n\n<li>Automate data entry by capturing contact information and interactions from your emails, keeping your CRM up-to-date effortlessly<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"55-copper-limitations\">Copper limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Potential learning curve for new users due to the breadth of features available<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"56-copper-pricing\">Copper pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter:<\/strong> $12\/month per seat<\/li>\n\n\n\n<li><strong>Basic: <\/strong>$29\/month per seat<\/li>\n\n\n\n<li><strong>Professional: <\/strong>$69\/month per seat<\/li>\n\n\n\n<li><strong>Business: <\/strong>$134\/month per seat<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-copper-ratings-and-reviews\">Copper ratings and 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 (600+ reviews)<\/li>\n<\/ul>\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-47c00d05-7ad3-496d-ad7f-d5a96d0b0d51\">\n<p id=\"ub-styled-box-notification-content-\"><strong>Also Read:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/copper-crm-alternatives\/\">Top 10 Copper CRM Alternatives<\/a><\/p>\n\n\n<\/div>\n\n\n<h1 class=\"wp-block-heading\" id=\"58-click-with-your-customers-using-clickup\">Click with Your Customers Using ClickUp<\/h1>\n\n\n\n<p>Everyone wants their team to work like a symphony\u2014every instrument in perfect harmony, every note precisely timed. That\u2019s the coordination and clarity the right operational CRM tool can bring to your business.<\/p>\n\n\n\n<p>Throughout this article, we\u2019ve explored the best operational CRM systems that help businesses manage customer relationships, streamline sales processes, and drive success.<\/p>\n\n\n\n<p>Each tool has its unique strengths, but when it comes to combining flexibility and collaboration, one stands out: <strong>ClickUp<\/strong>.<\/p>\n\n\n\n<p>ClickUp simplifies complex processes without overwhelming your team. Unlike tools that excel in only one area, ClickUp goes beyond just a CRM\u2014it\u2019s an everything app for project management, customer interaction tracking, and team collaboration.<\/p>\n\n\n\n<p>Its extensive customization options and seamless integrations ensure it adapts to the unique needs of your business.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/signup\">Sign up for a free ClickUp account<\/a> today and see the difference it can make for your team. After all, the best time to enhance your efficiency and customer relationships is now.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ever played a game of \u201cWhack-a-Mole\u201d? Customer relationship management (CRM) can often feel like you\u2019re stuck in one, hammering away at tasks as quickly as you can. Managing customer data, sales updates, and marketing campaigns\u2014it never stops. Here\u2019s where operational CRM tools come in handy. They organize, automate, and optimize processes, helping you manage the [&hellip;]<\/p>\n","protected":false},"author":117,"featured_media":266803,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","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":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[981,223],"tags":[],"class_list":["post-266717","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Operational-CRM-Tools-Featured-Image.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 v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Top 10 Operational CRM Tools to Streamline Your Business<\/title>\n<meta name=\"description\" content=\"Discover the top 10 operational CRM tools to optimize your customer relationship management processes for efficiency.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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