The Modern Newsletter for Finance & Business

The 5 minute newsletter helping you save, hustle, and invest. News, stories, and knowledge.

Top CRM Tools

Managing your customers and leads is easy nowadays. Here are the top CRM tools.

Best Tools For Your

Tools

What Is It?

Best For

Promo

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

pocketsmith logo compareed to other apps

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

Zoho

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

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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

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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

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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 logo compare apps captial nomads tool finder

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

pocketsmith logo compareed to other apps

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

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