A Comparison of CRM Options – both free and not so free

September 5, 2013

A client looking for CRM options inspired this post and any client looking to use CRM to improve their business gets a big thumbs up from me. I also have to give credit to those who commented on Facebook when I asked about CRM’s they use and recommend, thanks guys for your help and insights!

And you, beloved reader (yes!  you!!) – tell me, do you use a CRM yourself?  I’d love to know what you use and why you’d recommend it … sharing is knowledge!

CRM Comparison


With Zoho CRM you can manage all your Sales, Marketing, Customer Support & Service, Inventory Management and Email within in a single business system, giving you a 360-degree view of your complete sales cycle and pipeline. Identify trends, spot opportunities, increase efficiency and reduce costs with the right answers.  What I liked about Zoho is it’s incredibly easy to use, great support service and … it does everything I want it to do as a small business.

Mobile: On a plane or at a remote location? Access customer data from your mobile phones and be up-to-date – even in the offline mode.
Integration: Plugs and intergration for MS Outlook, Quickbooks, MS Office, Twitter, Facebook, LinkedIn, Mailchimp, Contactology, Gmail, Google Drive, Constant Contact and more
Pricing: from free up to US$35 per user per month


CRM ComparisonCapsuleCRM.com

Manage all relationships not just customers with Capsule CRM. Contacts, leads, customers, vendors and more are all tracked in Capsule CRM.  You can also track bids, deals, proposals and other opportunities in your sales pipeline to see where your future income is coming from.

Organise your emails easily, link emails into Capsule when you send or receive emails from your contacts.  You can also easily attach documents, notes and tag contacts.  Share Capsule CRM with colleagues or a virtual team and utilise the powerful to do list and calendar.

Mobile: Use Capsule on your iPhone, Android and Blackberry
Integration: Capsule integrates with other popular applications such as Google Apps, Xero, Freshbooks, MailChimp, Outlook and more.
Pricing: Both free and professional US$12/month, per user options available.


CRM ComparisonSalesForce.com

SalesForce gives sales reps, account managers, and execs everything they need to connect with customers and focus on what’s important – more selling and less administration.  Features of SalesForce include in depth analytics offering a real-time picture of your business at a glance; track opportunities and quotes; forecasting; full email integration with Outlook or Gmail; share files and documents for collaboration; optimise marketing campaigns and track leads to determine ROI and follow up actions; and track social intelligence with popular sites such as Facebook, Twitter, LinkedIn, YouTube, and Klout from within the CRM.

Mobile: Rapidly build enterprise mobile apps connected to your customers’ data with Salesforce Platform Mobile Services.
Integration: AppExchange with thousands of sales applications, social enterprise tools, and expert services ready to deploy Salesforce.
Pricing: Options start at A$5 per user/month for the Contact Manger with a number of plans moving up to the Unlimited plan of A$360 per month (per user).


CRM ComparisonInfusionsoft.com

I liked Infusionsoft for the marketing features it offers, including drag-and-drop campaigns, segmenting your list by demographics or behavior and sending targeted emails automatically.  You can literally map your entire marketing plan in minutes. Infusionsoft is a great tool for ecommerce sites, you can even create your own storefront and shopping cart with all the tools needed to track sales and manage your contacts.

Mobile: A variety of downloadable apps available for those on the go.
Integration: Marketplace hosts a variety of integrated apps for Infusionsoft.
Pricing: More expensive than the other CRMs I’ve covered in this post, Infusionsoft does offer more than just CRM and has plans from US$219 per month up to US$379 per month.

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