The Modern Newsletter for Finance & Business
The 5 minute newsletter helping you save, hustle, and invest. News, stories, and knowledge.
The 5 minute newsletter helping you save, hustle, and invest. News, stories, and knowledge.
Managing your customers and leads is easy nowadays. Here are the top CRM tools.
Pipedrive
Pipeline is exactly what it sounds like… a visual pipeline for your sales team. They have many great features and an easy to use visual dashboard.
Pipeline Management
Sales
Visual
Revenue Forecasting
More
$14.90/mo Per User
How much did you spend on eating out last month? You might be surprised! PocketSmith can help you get your sh!@t together.
Learn MoreZoho
Zoho has a very powerful and customizable CRM system that fits the need of most businesses. If you are looking for customization Zoho has many features and upgrades.
Customization
Customer Support
Sales
Automations
Reports
More
$14/mo Per User
Hubspot
HubSpot is a well known CRM and management software. HubSpot has many tools to help your sales team be successful.
Sales
Marketing
Meeting Scheduling
Payments
Automation
More
$18/mo (Includes 2 Users)
Monday.com
Monday.com is a versatile tool that can be used to organize any process. It can be used for CRM, Sales, Marketing, Project Management, and more.
Contact Management
Sales Pipeline
Post-Sales Management
Lead Management
More
$8/mo Per Seat
Freshsales
Freshsales is a very smart CRM that utilizes AI to make smarter choices and get better results with your customers.
360 View of Customers
Automation
AI Chatbots
Web Forms
Channels of Communication
More
$15/mo Per User
Salesforce
Salesforce is perhaps the most well-known CRM on the market. Salesforce has many powerful features and is highly customizable for businesses of any size.
Sales Management
Scalable Solutions
Customizable
Marketing
Automation
More
Pricing Varies Depending On Product/Size
Zendesk
Zendesk is a tool for customer communications. With Zendesk you can manage your customer support, sales chats, and team communication within a simple easy to use app.
Customer Communication
Support
Sales
$49 per agent/month
Keap
Keap is an all-in-one type of CRM. If you are looking for one APP to replace many, this is a great solution.
Email marketing
Sales & marketing automation
Dedicated phone line (US & Canada)
Automated lead capture & follow-up
Lead & client management (CRM)
Appointments
Sales pipeline & analysis
Quotes, invoices & payments
Landing pages & online sales
Text marketing
$149 /mo
Quickbase
Quickbase is a powerful and customizable platform with great features for complex businesses. They have features for supply chain, resource management, CRM, and more.
Construction & Likewise Businesses
Customizable Platform
Supply Chain Mangement
More
$30/mo Per User
SugarCRM
SugarCRM is a CRM focused on automating processes to make your life easier.
Marketing Automation
Sales Automation
Customer Service
On-Premise CRM
$49/mo Per User
Insightly
Insightly has many customizable features and yet is still very simple and easy to use.
Customer Journeys
Customizable
Service
Marketing
$29/mo Per User
Sage
Collectable allows you to invest in fractional ownership of rare collectables.
Collectables
How much did you spend on eating out last month? You might be surprised! PocketSmith can help you get your sh!@t together.
Learn More