Best CRM Software in 2024

CRM Software System Features to Look for

Customer relationship management software is important for a business that wants to grow in a short period. Sure, you may have a marketing team that works on customer relationship management CRM tasks.

But, what are the chances they will complete the hectic manual activities without errors? Manual errors are the most common reason why companies are switching to Customer relationship management systems.

The process of turning your prospects into your loyal customer is super complicated. It gets even more challenging without proper cloud-based CRM system. Nurturing your leads is extremely important if you want to grow your customer base. One way to do that is by selecting the best sales CRM software. Let’s have a look at some of the main features of advanced CRM solutions. 

• Contact Management:
  When you find a new prospect that is interested in your brand, the first thing you are supposed to do is record their personal information.
  This includes the name, contact number, address, and other contact details of the user. You also need to add their social media accounts to your customer database.
  Contact management is one of the core functionalities of a CRM solution. Though almost every customer relationship management software has a contact management module, you will need to consider the layout and interface of the software before making a purchase.
  
  
• Track Interaction:
  Not only do you need to store the personal and contact information of the users, but saving the history of the customer interaction is equally important.
  You may also want to add some notes or the interaction history with each prospect’s database. Many people change their minds as they move through the company’s sales funnel.
  Tracking your customer’s interaction will help you know where you need to improve and how you can boost your customers’ engagement. Track interaction is another core functionality of the best CRM solutions.

• Lead Management:
  Getting viewers and prospects might not sound difficult. But, things get challenging when it comes to converting these prospects into your leads.
  You will need to identify and guide your prospects through the sales funnel so that they do business with your company and become your regular customer.
  Just like the contact management module, you will need to ensure that the top customer relationship management software system you choose features a lead management system module that goes well with your business structure.
  If you have shortlisted a few collaborative CRM solutions, then invite one of your sales representatives or sales manager to go over the lead management modules.
  

• Pipeline Management:
  This function allows the business owner to track the status of each stage in the sales funnel. It also makes it easier for the team to get an overview of the whole sales pipeline in a centralized system.
  Note that for businesses that have a longer sales funnel process.This means more steps for your customers to get to the end of the sales funnel, then it is worth putting the pipeline management feature above everything.It will help you track the progress of the sales funnel and how your prospects react to each stage. 

Top 10 CRM Software in India For 2024

As a software recommendation platform, our software experts have evaluated all the top CRM solutions in India based on their features and user reviews. We have made a list of the top 10 CRM software in India for you to explore:  

1. Agile CRM:

Agile is one of the best all-in-one CRM that helps to centralize the marketing, sales, and after-sales team on a single platform. This software solution will assist your team in consistently interacting with their customers and reduce the opportunities for data leakage.

Agile is one of the best SaaS CRM solutions in India that is mobile-friendly, fast, and easy to use. Agile CRM vendor has all the advanced tools for business owners that they can utilize at an affordable cost.

Features:

• Contact management
• Inbox CRM
• Mobile CRM
• Project management
• Appointment scheduling
• Project management
• CRM reporting
• Email marketing and tracking  

2. Cratio CRM:

Cratio is a customer relationship management software in India that is output-driven. Moreover, it is an all-in-one customer relationship management solution that will help to optimize and enrich your sales performance to increase the return on investment.

Cratio will help you to have a detailed overview of all your leads and filter them efficiently to have a higher conversion rate. Furthermore, this software integrates business intelligence tools to get an accurate real-time overview of your business.

Features:

• Lead capture
• Lead Assignment
• Opportunities management
• Task planner
• Documents management
• Mobile CRM
• Email, message alerts
• Customization

3. Ezee CRM:

Ezee is a customer relationship management system that will help to increase your sales and deliver a top-notch customer experience. It is a robust tool that helps business owners to simplify and automate their sales cycle from being a lead to an acquired customer.

Ezee CRM in India will allow you to customize the software so that it easily adapts to your business process. It is an all-inclusive tool that helps business owners to get a detailed real-time overview of their business performance.

Features:

• Manage customer
• Sales Conversion
• CRM data
• Contact management
• Sales & opportunity
• Reports and dashboard
• Emails, live chats, and SMS
• Workflow management
• Territory management
• Call center management
• Mobile CRM
• Salesforce automation
• Configurable CRM system  
  

4. Freshsales:

Freshsales is one of the top CRM software in India that helps you to accelerate your revenue by personalizing your approach and reducing your sales cycle. This software solution is a robust tool for business owners to focus on better leads and increase the conversion rate.

Freshsales customer relationship management system integrates AI in the system to increase sales conversion by never losing out on a sales opportunity. This software solution will enrich your brand image by delivering a top-notch experience to their clients and increasing the retention rate.

Features:

• Contact management
• Cloud telephony
• CPQ
• Deal management
• Email integration
• Artificial intelligence
• Mobile CRM
• Sales Report  

5. Kylas Sales CRM:

Kylas Sales CRM is customer relationship management software that is designed to expedite sales processes, improve client interactions, and effectively manage sales teams. It enables firms to maximize sales effectiveness by tracking leads, managing contacts, automating operations, and generating insights through analytics. Kylas Sales CRM strives to promote efficiency, sales conversions, and customer connections.

Features:

• Lead Management
• Contact Management
• Sales Pipeline
• Task Automation
• Sales Analytics
• Email Integration
• Mobile App
• Team Collaboration
• Document Management
• Customization
  

6. Oracle NetSuite CRM:

Oracle NetSuite is one of the top CRM solutions in India that gives you an overview of your prospects, clients, and vendors on a single platform. Moreover, it is a perfect tool for the marketing and customer service team's real-time insights they need to deliver a top-notch customer experience and drive more sales.

This software solution in India will give you an overview of the client account in real-time to enrich the customer experience and brand image. NetSuite is a cloud-based customer relationship management tool for businesses to centralize their operations and have higher sales.

Features:

• Salesforce Automation
• Marketing Automation
• Customer service management
• Partner relationship management
• Mobile CRM
• Reporting and analytics 

7. SalesBabu CRM:

Salesbabu is a cloud-based CRM system in India that helps business owners automatically record the customer journey from the first interaction. It is an all-inclusive tool that helps businesses segment leads, filter them and convert them into happy customers.

Moreover, Salesbabu is a SaaS customer relationship management software that business leaders and their teams can access from anywhere at any time to accomplish tasks on the go. As a result, This CRM solution in India will help business owners to optimize their efforts and deliver a top-notch experience to their clients.

Features:

• Salesforce automation and CRM
• Aftersales service
• Inventory solution
• Online ERP
• Expense management
• Payroll
• Customer help desk
• GST software
  

8. SalezShark:

SalezShark is a customer relationship management system in India to streamline your customer experience. This software solution is an end-to-end solution for business leaders to accomplish goals quickly and help their businesses reach new heights.

SalesShark is an online CRM tool in India that allows you to customize the plans as per your business requirement. It is an all-inclusive tool for your business to automate the entire customer journey throughout its lifecycle.

Features:

• Email marketing
• Dynamic dashboard
• Custom reports
• Increased satisfaction
• Business intelligence
• Customer segmentation
• Automated ticketing
• Campaign 360
• Actionable leaderboard 

9. Salesforce:

Salesforce is one of the best CRM system in India with all the advanced tools integrated to simplify your business. This software solution is a robust tool for business owners to unite the marketing, sales, and after-sales team on a single platform.

Salesforce CRMs will help you set processes in a way that will increase your ROI. This CRM solution is a reliable, scalable, and flexible tool for business owners that will help your business grow and grow with it. The business leaders that have implemented this solution in their organization were able to achieve their business goals and revenue.

Features:

• Contact management
• Opportunity management
• Lead management
• Reports and dashboard
• Mobile CRM
• Activity management
• Pipeline and forecast management
• Process automation
• Territory management
• Sales data and intelligence
• Pipeline and forecast management
  

10. Zoho CRM:

Zoho CRM is one of the tops and most popular CRM system in India that will help to enrich your customer relationship management. It is a perfect solution for business owners to get multiple departments and verticals on one single platform.

Furthermore, Zoho CRMs in India will allow business owners to reach their clients from anywhere at any time. Zoho CRM solution will allow business owners to automate complex tasks and reduce the work burden on their workforce.

Features:

• Salesforce automation
• Process management
• Journey orchestration
• Analytics
• Sales enablement
• Performance management
• predictive sales
• Marketing automation
• Mobile CRM
• Data security

Benefits of Using a CRM Software

There are immense CRM software benefits to your work process because it will help to enhance every aspect of your marketing, sales, and after-sales. Following are the top benefits of implementing this software solution for their business.

• Enhanced Customer Experience:

The core benefits of the best CRMs tools in India are to enrich your client experience by delivering top-notch customer service. This software solution will have all the tools integrated to have an overview of the customer journey since the first interaction.

As a result, your team can evaluate the customer profile to personalize the interactions. The customer relationship software will help you to spot the customer likes, preferences, and demographics. The CRM solution will help business owners to collect and evaluate customer feedback.    

• Higher Conversion Rate:

Not all the leads you gather will be converted to your customer which is a very difficult task for anyone to accomplish. The cloud-based customer relationship management software in India will help to nurture the lead efficiently at every stage. Furthermore, this solution will help to filter your leads effectively throughout the sales pipeline to have a higher conversion rate.

Because the CRM system will help your teams to focus on prospects who have an interest or need for a product like yours.  The top sales tips will help your bottom line to boost its performance and increase the organization's profitability. 

• Increased Client Retention Rate:

Every business owner needs to have higher customer retention because it has a tremendous impact on your business. A happy and satisfied customer will stay with your business for a long and help to get more repetitive or referral business for your organization. The customer relationship management system in India will be a perfect solution to increase the client retention rate. Because this software will help to gather client feedback and provide prompt and transparent resolution.  

• Real-time Detailed Analytics:

The top CRMs in India will have AI integrated to evaluate the customers data in the system. The top solution will have an aesthetic dashboard that gives you an overview of your business performance in real time. This dashboard will give you an overview of where your business lag and what changes can be done to overcome the challenges.   

• Enhanced Productivity and Efficiency:

The top CRM system in India will have automation integrated into the system to reduce the work burden on your teams. As a reason, your marketing, sales, and aftersales team can focus on another valuable task to enhance their productivity and efficiency.

Moreover, the customer relationship management system will help you to spot the challenges in the workflow. It will help the business owners to spot the manual tasks which your marketing, sales, and aftersales team spends doing daily. CRM solutions can create an algorithm that will automate your task to increase the productivity of your team.  

• Centralized Operations:

The best part of the customer relationship management software in India will centralize your marketing, sales, and after-sales team on a single platform. As a reason, your team can have real-time access to the customer account and give a resolution accordingly.

Furthermore, the higher management can have real-time access to the progress of each department, team, and employee.  Revenue Management Software will help business owners to keep a tab on their revenue.  The top CRMS in India will integrate a revenue management system to streamline operations. 

• Increased Team Collaboration:

Even though the marketing, sales, and after-sales team have separate job roles and tasks to accomplish. But in the end, they interact and communicate with the customers and ensure the client is happy and satisfied with the product or services. The cloud based CRM tools will automatically update the status in the system in real time so that your team can give an accurate status of the request.

Do You Need CRM Software for Your Business?

A CRM system is specifically designed to enable business owners to track their relationships with customers. Initially, the uses of the best Customer Relationship Management software were limited to recording customers’ personal information and tracking sales status. These tools can simplify the customer database system easily.

Today, it performs a broad range of functions that not only help streamline your management operations but bring coordination between different teams in your company. From managing inventory to storing customer's database to tracking customers’ interactions, these tools can do it all for your business.

They collect plenty of information about your customers, sales funnel marketing, customer interactions, and other details that give you a clear view of how your sales are going.

Just like any other automated solution that helps organize your day-to-day management operations, customer relationship management tools can simplify and automate a range of manual tasks.

Customer Relationship Management Software Technology Trends

Like other software, the customer management system undergoes plenty of changes from time to time. New trends keep emerging. Only businesses that manage to stay up-to-date with these trends and add them to the solution survive the competition.

If you compare the CRM solution with outdated legacy systems, you will discover the number of trends introduced to the software.

In the past five years, the changes and constant trends in customer relationship management software revolutionized management operations completely. Today, a broad range of tasks are automated.

Now, your staff and employees have plenty of time to focus on other crucial business activities than executing those time-consuming and difficult management operations. By doing this every business can improve marketing strategies with the best CRMs techniques.

If you collect a proper insight into the trends around the CRM industry, you will discover some of the crucial changes that are introduced in the campaign management software. Here, we have discussed the most popular CRM trends that have brought major changes in the industry.

• Artificial Intelligence:
  Artificial Intelligence and machine learning have become the talk of the town lately. Thanks to their exceptional marketing abilities that allow businesses to build customer engagement systems by tracking their buying pattern and shopping history.
  
  There is no denying that machine learning and predictive analysis have helped companies generate qualified leads and build customer engagement. This further helps in the closure. Most types of top CRM system use artificial intelligence and predictive analysis to generate accurate customer browsing details.

How to Choose the CRM Software Vendor for Your Organization?

The automated solutions you choose to operate your day-to-day management and marketing activities matter more than ever in today’s competitive environment. As the technology is growing at a rapid pace, vendors have started to develop high-quality and all-featured CRM solutions that claim to simplify all sorts of business operations.

With a myriad of products available on the market, the decision of selecting the best and most suitable top CRM platform for your business can be quite overwhelming. It gets even more difficult for startups and companies that have never had any type of business or sales software implemented in the firm.

By creating a checklist of things to consider before buying a CRM system will helps you to get the right one as per your need. Here, we have mentioned a few important factors you need to take into account when searching for the right vendor for the best CRM software.

1. Analytics: You need to invest in a solution that does more than save customers’ databases. It should collect useful data and enable you to analyze this information to generate accurate insights. This allows you to make data-driven decisions.
2. Customization: Most types of top CRM systems are customization. Still, it is best to check the customization of the solution before making a purchase. The solution must be flexible enough to be adjusted according to your company’s unique workflow.
3. Scalability: Invest in a solution that supports the growth of your company. The last thing you want is to migrate the customer database continuously. Make sure the CRM solution you choose is scalable so that it adapts to your growing business.
4. Integration: The Customer Relationship Management software must be compatible with third-party apps and other security systems. When it comes to building your relationship with the customers, third-party integration matters. The first thing to look for in a cloud-based CRM software for your business is whether it can be integrated with third-party solutions.
5. Mobile Support: Last but not least, you need the best sales CRM system that runs seamlessly on smaller screens. You must be able to use the software on mobiles. Choose a system that can be accessed via mobile. This will allow your employees and staff to find the information they need from the comfort of their homes.

Closing Line

Often considered the “bread and butter” for all sizes of companies, the business CRM system is one of the most integral components of your marketing strategies.

Considering the importance of CRM systems in your business and management, it is extremely important for businesses to make the right choice. After all, the best customer relationship management software is going to be your long-term investment.

CRM Software Resources

• Successful Strategies for Strengthening Your Sales & Distribution
• Benefits of Integration of CRM With Cloud Telephony
• Core Elements Of Successful CRM Implementation
• 5 Tips Before Buying A CRM For Your Business?
• Which Is The Best: Cloud CRM or on Premises CRM?
• Top Ways of Getting the Highest ROI from Your CRM
• How Can CRM Improve Marketing Campaigns?
• Top Sales Strategy Tips to Boost Your Success
• Benefits of CRM For Pre-sales, Sales, And After Sales?
• Difference Between Sales Funnels vs Relationship Funnels
• Top 5 Gmail CRM in 2024
• What does Post-Pandemic Recovery mean to Sales Pro?
• Best Sales Tips to Boost Your Productivity and Drive Revenue
• Top 9 Must Know Sales Forecasting Techniques
• Improve Your Marketing Strategy With the Best CRM Techniques
• CRM Database: An Synopsis and Strategies for Your Business Expansion
• Ways To Increase Sales And Revenue With Online CRM
• Top Prospecting Techniques to Increase Sales That You Should Try