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.
71% of manufacturers and 75% of business services firms use CRM solutions. Adoption rates vary by industry, but overall, CRM is essential for B2B operations.
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 written communication, and strategic negotiations at every turn.
Despite their low rate of satisfaction, many orgs tend to remain loyal to their CRM vendor. Let’s change that—with this comprehensive guide to the best B2B CRM software solutions that’ll deliver exactly what your business needs.
Summarize this article for me pleaseWhy B2B CRM Software Has Become More Essential Now than Ever
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.
Here are some reasons for the shift:
- Managing complex relationships and sales cycles: 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
- Demand for hyper-personalization: Buyers expect tailored experiences—even in B2B. A CRM centralizes customer data, enabling sales and marketing teams to personalize outreach, proposals, and timing based on a prospect’s industry, challenges, and previous touchpoints. It simplifies pushing planned (non-emotional) purchases
- Hybrid and remote sales are the norm: Distributed teams need a single source of truth. With a CRM, everyone—whether in the office or remote—can access up-to-date customer info, log interactions, and collaborate on deals without silos
- Data-driven decision making: With vast amounts of customer and sales data, B2B CRMs empower teams to uncover trends, optimize engagement strategies, and make informed decisions. By 2026, 65% of B2B sales organizations will have shifted from intuition-based to data-driven decision-making using CRM technology
- Greater pressure on revenue teams: 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—all from one platform
- Stronger post-sale support and retention: Nearly three-quarters (73%) of B2B revenues 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
All of these make B2B CRM software a must-have to thrive in a competitive, data-driven, and relationship-focused market.
🧠 Fun Fact: In 1986, entrepreneurs Pat Sullivan and Mike Muhney developed ACT! (Automated Contact Tracking). The software was designed to help salespeople manage client interactions more effectively. It was one of the first digital tools to offer structured contact management, calendaring, and follow-up reminders.
Summarize this article for me pleaseB2B CRM Software Comparison Chart
| Tool | Key features | Best for | Pricing* |
|---|---|---|---|
| ClickUp | Customizable pipelines, AI summaries, automations, CRM templates, Docs & Dashboards, native forms | Small to enterprise sales teams managing deals, tasks, and clients in one workspace | Free plan available; Custom pricing for enterprises |
| HubSpot CRM | Unified sales, marketing, and support; automated lead rotation; Breeze AI; meeting assistant | Startups to enterprises needing a single platform for revenue teams | Free plan available; Paid plans start at $20/month; Custom pricing for enterprises |
| Freshsales | Lead scoring, multichannel outreach, territory management, native phone, Freddy AI insights | SMBs to mid-market sales teams wanting flexible automation and lead prioritization | Free plan available; Paid plans start at $19/user/month (per PDF) |
| ActiveCampaign | Multichannel campaigns, predictive content, advanced automations, behavior tracking | Small to mid-sized marketing/sales teams using integrated email + CRM | Free trial available; Paid plans start at $15/month; Custom pricing for enterprises |
| Nutshell CRM | Drag-and-drop pipelines, SMS automation, AI email/call summaries, multi-view dashboards | Small to mid-market teams managing pipeline and outreach in one place | Paid plans start at $19/user/month; Custom pricing for enterprises |
| Monday.com CRM | Lead scoring, 200+ templates, mobile access, AI Blocks, automated workflows | Mid-sized to enterprise teams managing projects and sales with customizable boards | Free trial available; Paid plans start at $15/user/month; Custom pricing for enterprises |
| Pipedrive | Visual sales pipeline, Smart Docs, Sales Assistant AI, built-in call/email tracking | SMB sales teams tracking deal stages and optimizing outreach | Free trial available; Paid plans start at $19/user/month; Custom pricing for enterprises |
| Salesforce CRM | Deep customization, multiple pipelines, Einstein AI, large-scale integrations | Enterprise teams with complex sales processes and multi-system needs | Free plan available; Paid plans start at $25/user/month; Custom pricing for enterprises |
| Salesflare CRM | Email enrichment, LinkedIn prospecting, drip campaigns, automated data capture | Small to mid-sized B2B sales teams automating outreach and CRM hygiene | Free plan available; Paid plans start at $35/user/month; Custom pricing for enterprises |
| Zoho CRM | Email/social/phone integration, lead scoring, forecasting, Zia AI, mobile app | SMBs to enterprises needing modular CRM with strong automation | Free plan available; Paid plans start at $20/user/month; Custom pricing for enterprises |
| Nimble | Social enrichment, browser extension, group emails, shared contact lists | Small businesses needing simple, enriched contact management and outreach | Free trial available; Paid plans start at $24.90/user/month |
| Less Annoying CRM | Unlimited pipelines, simple UI, API access, contact tagging, daily agenda emails | Solopreneurs and small teams seeking affordable, user-friendly CRM | Paid plans start at $15/user/month |
Summarize this article for me pleaseThe Best B2B CRM Software to Use
How we review software at ClickUp
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.
Here’s a detailed rundown of how we review software at ClickUp.
We’ll explore some of the best B2B CRM software examples in the sections below. Examine their standout features, pros, cons, and pricing options to help you make an informed decision.
1. ClickUp
Most CRMs feel like a spreadsheet in disguise—clunky, inflexible, and built more for reporting than selling. That’s why ClickUp for Sales Teams stands out as the everything app for work that brings your CRM seamlessly together with your project management system.
Start with ClickUp CRM, which lets you build a tailored pipeline using Custom Task Statuses to represent deal stages such as Lead, Qualified, Demo Scheduled, Proposal Sent, and Closed.
Each deal lives as a ClickUp Task enriched with Custom Fields in ClickUp—deal size, close probability, account owner, renewal date—so you can sort, filter, and forecast with precision. And ClickUp Views like Kanban, Table, and Calendar make it easy to visualize where every opportunity stands.
Want to automate lead intake? Set up a ClickUp Form to capture website leads. The moment someone fills it out, your pre-set ClickUp Automations trigger: a new deal task is created, assigned to the right rep based on territory, tagged by industry, and moved into the “New Lead” stage—instantly.
Plus, with ClickUp Brain, you don’t need to dig through your workspace for account updates. Ask “What’s the latest on the Salesforce renewal?” and get an AI-generated summary of all comments, emails, next steps, and risks—pulled from real-time activity across your workspace.
If you’d rather not start from scratch, the ClickUp CRM Template prebuilds a full, ready-to-go RevOps engine.
It brings deal tracking, workflows, reporting, and team collaboration in one clean, customizable platform that you can adapt to your workflows and reporting.
💡 Pro Tip: Connect your CRM to ClickUp Dashboards and access 50+ cards—including AI summaries and updates—to track lost or won accounts, deal sizes, revenue trends, and more.
⏩ AI Capability: Use ClickUp’s AI Notetaker to automatically record, transcribe, and summarize your sales calls—then link those insights directly to your CRM tasks. Summaries with action items and next steps can be auto-attached to the relevant deal using ClickUp Autopilot Agents, 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.
Ideal for
Team size
Small to mid‑sized (10–200 users) sales teams
Use case
Great for cross‑functional teams managing deals, projects, and clients in one workspace
Best features
- Access dozens of free CRM templates to build your ultimate customer database
- Add new documents and wikis to ClickUp Docs, ideal for creating and managing an extensive knowledge base for your sales and marketing teams
- Simplify meeting scheduling and auto-prioritize important work with ClickUp’s AI Calendar
- Capture lead/client data and customer feedback via native, shareable forms
- Create sales collateral—emails, pitches, presentations, and more, with ClickUp’s native AI to generate lead emails, create presentations and pitches, etc.
- Manage your deals from anywhere with cloud-based accessibility
- Benefit from strong data privacy and security policies
Pros
- Tailor all ClickUp features—from automations to dashboards–to fit your unique workflows
- Replace multiple, siloed tools with a unified, AI-powered workspace that becomes your single source of truth
- Manage tasks and customer interactions in one place
Cons
- The mobile app has fewer features than the web version
- Many custom features can lead to a longer learning curve for new users
Pricing
free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
Everything in Free Forever plus:
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
Everything in Unlimited, plus:
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business, plus:
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
G2 and Capterra reviews
- G2: 4.7/5 (10,000+ reviews)
- Capterra: 4.7/5 (4,000+ reviews)
2. HubSpot CRM
HubSpot CRM 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—from your SDR to your VP of Sales—gets the context they need to move deals forward faster.
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 CRM for small businesses and startups—offering tools like sales playbooks, customizable reporting dashboards, and revenue forecasting, all baked into a single platform.
⏩ AI Capability: 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.
Ideal for
Team size
Startups to enterprises
Use case
Ideal for companies needing unified sales, marketing, and support in one platform
Best features
- Access multiple email, social media, lead, and pipeline sales processes tools
- Automate email marketing to tackle the entire sales cycle
- Benefit from extensive third-party software integrations for HubSpot
- Compile deal opportunities, tickets, and even file attachments—anything you’d want to know about a customer—in a detailed sales activity log
Pros
- Built-in meeting scheduling to connect with clients
- Automations that take the busy work off your plate while still retaining the human touch
- Bring digital marketing, email automation, sales automation, scheduling, and support/ticketing workflows into one tool
Cons
- The initial setup can be challenging, especially for setting up multiple sales pipelines
- Basic features are paywalled, and upgrading can become quite costly quite fast
Pricing
- Free
- Starter: $20/month
- Professional: $890/month
- Enterprise: Starts at $3600/month
G2 and Capterra reviews
- G2: 4.4/5 (12,700+ reviews)
- Capterra: 4.5/5 (4,400+ reviews)
📮ClickUp Insight: 30% of workers believe automation could save them 1–2 hours per week, while 19% estimate it could unlock 3–5 hours for deep, focused work.
Even those small time savings add up: just two hours reclaimed weekly equals over 100 hours annually—time that could be dedicated to creativity, strategic thinking, or personal growth.💯
With ClickUp’s AI Agents and ClickUp Brain, you can automate workflows, generate project updates, and transform your meeting notes into actionable next steps—all within the same platform. No need for extra tools or integrations—ClickUp brings everything you need to automate and optimize your workday in one place.
💫 Real Results: RevPartners slashed 50% of their SaaS costs by consolidating three tools into ClickUp—getting a unified platform with more features, tighter collaboration, and a single source of truth that’s easier to manage and scale.
3. Freshsales
Freshsales 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 service business needs.
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.
⏩ AI Capability: Freddy AI considers your pipeline history to identify hot opportunities, personalize outreach, resolve duplicates, and highlight the best steps forward.
Ideal for
Team size
SMBs to mid‑market
Use case
Perfect for sales teams who want lead scoring and multichannel outreach
Best features
- Use the built-in cloud phone for direct in-app calling to better manage customer relationships
- Assign tasks, notify managers, or trigger follow-up sequences via native automations
- Ensure your sales pipeline stays clean and actionable with contacts, conversations, and tasks in one place
Pros
- Customize CRM views to surface key customer information faster
- Create auto-updating reports
- Send automated emails when custom fields are updated to reduce manual work
- Effortlessly sync calls and meetings to your calendar
Cons
- Reporting and analytics could be more intuitive and user-friendly
- Limited customer support across the sales hub
Pricing
- Free
- Blossom: $19/month per user
- Garden: $35/month per user
- Estate: $65/month per user
- Forest: $79/month per user (annual billing only)
G2 and Capterra reviews
- G2: 4.5/5 (1,200+ reviews)
- Capterra: 4.5/5 (600+ reviews)
4. ActiveCampaign
ActiveCampaign enables you to engage customers throughout their sales lifecycle with custom email, social media, landing page, and form content. It also brings the power of machine learning to your marketing efforts. Predictive Sending and Predictive Content functionalities help deliver personalized messages at times when customers are most likely to engage.
The platform’s marketing automation works to improve lead management and close deals more efficiently. You can automate sales processes 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.
⏩ AI Capability: Use Active Intelligence to predict customer behavior, choose the best target audience for your campaigns, and even draft email campaigns using generative AI—so marketing and sales are truly in sync.
Ideal for
Team size
Small to mid-sized marketing, sales, and customer success teams
Use case
Great for marketers & sales using email campaigns integrated with CRM
Best features
- Boost customer engagement across multiple channels
- Access custom reporting and insights to scan customer behavior
- Track win probability rates for each prospect. Knowing the odds makes it easy to decide on the extent of nurturing efforts and resource allocation toward a potential sale
Pros
- Score, tag, and segment leads to personalize campaign communications from onboarding to nurturing
- Easily create and run campaign automations using a drag-and-drop editor
- Customers report seeing higher engagement and conversion rates from using the tool
Cons
- You can only manage one org from one account, which limits multi-brand campaigns
- Navigating the campaign builder interface is unintuitive
- Occasional performance issues across the B2B CRM software
Pricing
- Starter: Starts at $15/month
- Plus: Starts at $49/month
- Pro: Starts at $79/month
- Enterprise: Starts at $145/month
G2 and Capterra reviews
- G2: 4.5/5 (14,000+ reviews)
- Capterra: 4.6/5 (2,500+ reviews)
🧠 Fun Fact: The foundations of modern CRM were laid by Robert and Kate Kestnbaum, pioneers in database marketing—a 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.
5. Nutshell CRM
For small to mid-sized B2B teams juggling sales, marketing, and outreach, Nutshell CRM offers a smart—and sensible—approach to pipeline-focused selling. Picture this: you build custom pipelines with drag‑and‑drop ease, manage tasks, calls, and email interactions from one sleek interface, and automatically score leads as they come in through web forms or visitor‑tracking tools.
Text message follow‑ups? Nutshell handles those, too—automating SMS sequences when a contact enters a new pipeline stage. When it comes to insights, Nutshell’s reporting dashboards and forecasting tools help you spot trends across teams, deals, and territories.
⏩ AI Capability: 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.
Ideal for
Team size
Small to mid-market
Use case
Perfect for tight teams needing simplicity in pipeline management + email campaigns + call logging
Best features
- Build customizable pipelines to manage your sales processes
- Create tailored, targeted marketing campaigns faster with templates for broadcasts and newsletters
- Automate scheduling for follow-ups and task assignments
- Turn responses into valuable contacts via embeddable forms
- Monitor leads, deals, and sales performance with diverse views, such as board, list, map, and chart
Pros
- Connect contacts, leads, and customers in one platform
- Integrate easily with email clients such as Gmail and Outlook
- Leverage in-app collaboration features such as activity tracking, team assignments, and chat
Cons
- Some users dislike the lack of drip email sequences
- The reporting and analytics features are basic
- Some users find the mobile app buggy
Pricing
- Foundation: $19/user/month
- Growth: $32/month
- Pro: $49/user/month
- Business: $67/user/month
- Enterprise: $89/user/month
G2 and Capterra reviews
- G2: 4.3/5 (1,200+ reviews)
- Capterra: 4.3/5 (550+ reviews)
6. Monday.com
Monday.com is an all-in-one platform for contact, lead, and project management. Whether you’re an independent B2B seller or part of a small business, lead prioritization becomes less of a guessing game with Monday.com’s intelligent lead scoring feature.
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.
⏩ AI Capability: Monday’s AI Blocks act as drag-and-drop tools that can translate, extract critical data from contracts, or write updates—right within your CRM boards, while predictive insights spot timeline risks before they happen and automate routine data entry.
Ideal for
Team size
Mid-sized to enterprise
Use case
Ideal for remote/matrix teams juggling projects and sales in boards
Best features
- Simplify workflow setup with 200+ templates
- Manage deals on the go with iOS and Android mobile apps
- Easily capture promising leads with web forms
- Leverage comprehensive reporting tools for sales and marketing campaigns
Pros
- Customize pipelines, boards, reminders, and more as per your CRM workflows
- Track leads and internal comms better with dashboards
- Automate status updates, notifications, and other repetitive tasks via native automations
Cons
- Some users have reported bugs and performance issues
- Bulk data imports and advanced reporting functionality could be smoother
Pricing
- Basic CRM: $15/month per user
- Standard CRM: $20/month per user
- Pro CRM: $33/month per user
- Enterprise CRM: Custom pricing
G2 and Capterra reviews
- G2: 4.6/5 (900+ reviews)
- Capterra: 4.7/5 (400+ reviews)
7. Pipedrive
Pipedrive stands out as a CRM designed with B2B professionals in mind. Its visually appealing and intuitive interface for sales pipeline management gives you an at-a-glance view of where each opportunity stands. If a deal hasn’t moved in a while, Pipedrive sends you an alert so no lead falls through the cracks.
The platform’s 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.
⏩ AI Capability: Write polished outreach or digest long threads in seconds using Piepdrive’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.
Ideal for
Team size
SMBs (1–50 reps)
Use case
Best for focused sales teams tracking deal stages simply and visually
Best features
- Monitor sales leads effectively with a visual sales pipeline
- Get tailored, actionable advice for converting leads into deals with the AI-powered Sales Assistant
- Create Smart Docs that keep context around all opportunities centralized
Pros
- Simplicity of use
- Track leads from the opportunity to the project completion stage
Cons
- Limited reporting and post-sales capabilities
- No native email marketing tools
Pricing
- Essential: $19/month per user
- Advanced: $34/month per user
- Professional: $64/month per user
- Power: $74/month per user
- Enterprise: $99/month per user
G2 and Capterra reviews
- G2: 4.3/5 (2,500+ reviews)
- Capterra: 4.5/5 (3,500+ reviews)
8. Salesforce CRM
Salesforce CRM is the powerhouse platform built for complex B2B organizations with big pipelines and even bigger teams. It’s made for companies that need total visibility—from lead to renewal—and the flexibility to model their sales process down to the smallest detail.
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’s not the lightest CRM out there, but for enterprise-grade control and depth, Salesforce is a solid pick.
⏩ AI Capability: From drafting emails and marketing copy to autonomous agents that run support workflows and flag churn, Salesforce’s AI can actively work for you, not just dispense advice.
Ideal for
Team size
Enterprise
Use case
Great for large orgs standardizing processes, approvals, and AI copilot/agent usage in their sales workflows
Best features
- Support customers across email, chat, phone, social, and web from one unified inbox—complete with intelligent routing and priority setting
- Build tailored workflows and data models using custom objects
- Extend functionality instantly via thousands of third-party apps on the App Exchange
- Configure role-based access, data sharing rules, and settings to protect sensitive information at scale
Pros
- Automation for repetitive CRM tasks
- Advanced lead management from onboarding to retention
- Salesforce Einstein AI that shares actionable suggestions for lead prioritization and sales strategy optimization
Cons
- Some users report that the UI is unintuitive and overwhelming
- Advanced add-ons and functionalities are expensive and hard to implement without hiring implementation partners
Pricing
- Salesforce Foundations: Free
- Starter Suite: $25/user/month
- Pro Suite: $100/user/month
G2 and Capterra reviews
- G2: 4.4/5 (23,000+ reviews)
- Capterra: /5 (18,000+ reviews)
📮 ClickUp Insight: 19% of managers say getting timely updates from team members is their biggest visibility challenge.
But even when updates do come in, they’re often inconsistent. Some are vague, some are overly detailed, and others are missing altogether. That inconsistency creates noise instead of clarity. ClickUp’s AI Cards 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’s on track—and what needs attention.
💫 Real Results: Pigment improved team communication efficiency by 20% with ClickUp—keeping teams better connected and aligned.
9. Salesflare CRM
Salesflare 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.
With Salesflare’s 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.
Ideal for
Team size
Small to mid‑sized sales teams
Use case
Ideal for lean B2B teams seeking automatic data capture and outreach
Best features
- Build multiple, custom sales pipelines and perform bulk edits, moves, or exports in a few clicks
- Use advanced lead scoring to support proactive selling
- Get notified when leads go cold, emails are unanswered, or after meetings, ensuring no opportunity slips through
- Create email drip sequences and reusable templates to save time and drive consistent outreach
Pros
- Easily import contacts and accounts from Gmail
- Users praise the customer support for their responsiveness
- Automated data enrichment simplifies outreach
Cons
- Filters can be clunky to apply
- Some users complain about the lack of UI updates
Pricing
- Growth: $35/month per user
- Pro: $55/month per user
- Enterprise: $115/month per user (custom pricing with five users or more)
G2 and Capterra reviews
- G2: 4.8/5 (280+ reviews)
- Capterra: 4.7/5 (100+ reviews)
10. Zoho CRM
From lead and deal management to sales forecasting and email marketing, Zoho CRM 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.
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.
⏩ AI Capability: Zoho’s native AI assistant, Zia, not only predicts churn, qualifies leads, and drafts emails—but 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.
Ideal for
Team size
SMBs to enterprise
Use case
Versatile across industries, especially for modular CRM + automations
Best features
- Centralize sales, marketing, and customer service activities to eliminate silos
- Identify and prioritize quality leads with robust lead management and predictive sales forecasting tools
- Leverage built-in social media management tools for brand monitoring and lead generation
- Create custom modules for handling vendors or onboarding, etc.
Pros
- Build lasting customer relationships by re-engaging leads gone cold
- Automate lead scoring and identify high-intent prospects faster
- Unlock opportunities and improve strategies with robust analytics data
- Access customer interactions, communication history, and recent transactions on the move with a dedicated mobile app
Cons
- Mobile app call logs could be improved
- The AI chatbot needs supervision and manual steering
Pricing
- Free Edition
- Standard: $20/month per user
- Professional: $35/month per user
- Enterprise: $50/month per user
G2 and Capterra reviews
- G2: 4.1/5 (2,800+ reviews)
- Capterra: 4.3/5 (6,900+ reviews)
11. Nimble
Nimble 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—giving you the full picture before every conversation.
Whether you’re prospecting on the web or preparing for a client call, Nimble’s browser extension lets you capture leads in one click and sync them directly into your pipeline. It’s especially handy for founders, consultants, and sales pros who want smart, context-rich selling without the overhead of traditional CRMs.
⏩ AI Capability: Integrate AI‑powered contact enrichment, social insight tools, and pipeline tracking into one powerful system.
Ideal for
Team size
Small businesses
Use case
Good for social‑savvy teams needing enriched contact management
Best features
- Stay on top of your outreach with automated follow-up reminders and group email sequences
- Capture leads with one click from Gmail, Outlook, LinkedIn, and web pages via browser extensions
- Keep your team aligned with shared contact lists, calendars, tasks, and automations
Pros
- Separate and sort contacts using tags
- Easy to use and quick to learn
- Automate follow‑ups, reminders, and lead qualification
- Send segmented group campaigns or multi-step nurture sequences with open-rate visibility
Cons
- Limits how many people you can reach out to
- Auto-populates lead details from social media, but you have to manually verify if the lead is the same person across multiple channels
Pricing
- $29.90/user/month
G2 and Capterra reviews
- G2: 4.5/5 (1,100+ reviews)
- Capterra: 4.4/5 (1,800+ reviews)
12. Less Annoying CRM
If you’re a small business tired of bloated CRMs with hidden costs and steep learning curves, Less Annoying CRM lives up to its name. Designed specifically for solopreneurs and lean teams, it strips CRM down to the essentials—contact management, pipeline tracking, calendar integration, and task reminders—so you can focus on building relationships, not battling software.
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—no 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.
Ideal for
Team size
Small teams (1–15 users)
Use case
Perfect for solopreneurs or small teams needing a simple, affordable CRM
Best features
- Create multiple, customizable workflows with unlimited pipelines to match distinct sales, support, or referral processes, ensuring each team moves clients along the right stages
- Tag and categorize contacts flexibly, then easily filter views and run specialized reports on those groups
- Capture full email history in contact records, and run simple email campaigns with templates and referral tracking
- Manage roles, custom fields, and user permissions, plus enjoy sandbox test environments
- Slice CRM data however you need with flexible dashboards, forecasting tools, and ad-hoc reporting
Pros
- Unlimited, highly customizable custom fields
- Packs a powerful punch despite its lightweight and simple UI
- All features and free upgrades in one plan
Cons
- Inability to merge new uploads into existing data
- Some users find that the search results could be improved
Pricing
- $15/user/month
G2 and Capterra reviews
- G2: 4.9/5 (600+ reviews)
- Capterra: 4.8/5 (600+ reviews)
Summarize this article for me pleaseThe Benefits of Using a CRM for B2B
One of the primary benefits of a B2B CRM system is that it centralizes customer data and interactions, eliminating the need to chase down information stored in scattered systems or folders. This translates to increased efficiency, as well as enhanced customer experience.
In a recent survey, respondents said that the biggest benefits they experienced from CRM software are higher sales revenue (57%), better customer satisfaction/retention (53%), and higher-quality customer service/support (49%).
Additional benefits of B2B CRM software include:
- Meeting and exceeding revenue targets: Businesses that implement them are 86% more likely to exceed sales targets than those that don’t
- Informed decision-making: Access to analytics and metrics like sales KPIs offers a foundation for data-driven strategies
- Precision in outreach: Customer segmentation within a B2B CRM enables targeted marketing and sales efforts, shortening sales cycles by 8-14 days while boosting revenue by 21-30%
- Customer retention: Monitoring customer satisfaction helps your team identify upsell or renewal opportunities across the sales cycle
Summarize this article for me pleaseHow to Choose the Right B2B CRM Software: What Are the Key Features to Consider in B2B CRMs?
Take these factors into account to ensure you pick the best tool to boost your sales:
- Lead management: Look for full-cycle tracking—from capturing leads through web forms to conversion analytics—so reps can nurture contacts without dropping the ball
- Data management: You’ll 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
- Customization: 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
- Third-party integrations: Ensure compatibility with marketing automation, email, calendar, ERP, and support tools. Many organizations prefer cloud CRMs precisely for their ease of integration
- Remote access: Cloud-based accessibility with provisions for data security offers peace of mind
- Team collaboration: Look for features that support internal messaging, document sharing, reminders, and shared visibility—critical for alignment across sales, marketing, and service teams
Summarize this article for me pleaseTry ClickUp—Your Perfect CRM for B2B Sales
While the B2B CRM platforms we’ve reviewed offer impressive capabilities and various strong suits, one stands out for its remarkable flexibility—ClickUp!
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—without the need for clunky, disconnected tools.
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—not months.
As an incredibly versatile tool, ClickUp has something for everyone—whether you’re a B2B veteran or a rookie just dipping your toes in the customer relationship waters.
Explore ClickUp for free today!
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