{"id":14733,"date":"2023-09-26T13:21:31","date_gmt":"2023-09-26T13:21:31","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=14733"},"modified":"2026-04-23T14:10:03","modified_gmt":"2026-04-23T14:10:03","slug":"best-crm-automation-software","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/","title":{"rendered":"The 14 Best CRM Automation Software in 2026"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Imagine manually tracking your leads and customer information on spreadsheets or, <\/span><i><span style=\"font-weight: 400;\">heaven forbid<\/span><\/i><span style=\"font-weight: 400;\">, using physical records!&nbsp;<\/span><span style=\"font-weight: 400;\">As your company grows, you need a solution to help you scale business operations easily &#8230;<\/span><\/p>\n<p>Enter CRM automation.&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">As your business and contact lists grow, CRM automation software can make life easier for everyone involved. <\/span><span style=\"font-weight: 400;\">This post will help you understand <a href=\"https:\/\/www.engagebay.com\/blog\/crm-automation\/\">CRM automation<\/a> better and also assist you in picking an excellent CRM automation software for your business.&nbsp;<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/#What_is_CRM_Automation_Software\" >What is CRM Automation Software?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/#Marketing_Automation_vs_CRM_Automation_%E2%80%93_Whats_the_Difference\" >Marketing Automation vs CRM Automation \u2013 What&#8217;s the Difference?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/#The_Essential_Features_in_a_CRM_Automation_Software\" >The Essential Features in a CRM Automation Software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/#Our_Pick_of_the_14_Best_CRM_Automation_Software\" >Our Pick of the 14 Best CRM Automation Software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/#Finding_the_Right_CRM_Automation_Software_for_You\" >Finding the Right CRM Automation Software for You<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"What_is_CRM_Automation_Software\"><\/span><span style=\"color: #339966;\"><strong>What is CRM Automation Software?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Generally speaking, we use software to reduce the manual effort in monotonous tasks &#8211; work that can make you <\/span><i><span style=\"font-weight: 400;\">doze <\/span><\/i><span style=\"font-weight: 400;\">off.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A Customer Relationship Management (CRM) automation software can automate many generic day-to-day sales and marketing activities that could bog down your team.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019re talking about data entry, standard communications, calendar scheduling and management, and contact updates.&nbsp;<\/span>This will let your team focus on <span style=\"font-weight: 400;\">evolving your <\/span>business strategy<span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A good CRM automation software simplifies many daily tasks and helps you build a positive and long-lasting relationship with all your customers, even if you have thousands of them.&nbsp;<\/span><span style=\"font-weight: 400;\">In recent times, cutting-edge advancements in artificial intelligence have drastically changed how a business can use automated <a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-tools\/\">CRM tools<\/a> to further its business progress.&nbsp;<\/span><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Marketing_Automation_vs_CRM_Automation_%E2%80%93_Whats_the_Difference\"><\/span><strong><span style=\"color: #339966;\">Marketing Automation vs CRM Automation \u2013 What&#8217;s the Difference?<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Many people think that <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation<\/a> and CRM automation are the same.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is <\/span><i><span style=\"font-weight: 400;\">far <\/span><\/i><span style=\"font-weight: 400;\">from the truth.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Though they sound similar and have certain functions that overlap, they have major distinctive uses. Most businesses require both of them to perform efficiently.&nbsp;<\/span><span style=\"font-weight: 400;\">A CRM platform can perform some marketing automation tasks but can&#8217;t be used as the sole platform for your marketing processes.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let&#8217;s check out the <\/span><i><span style=\"font-weight: 400;\">key <\/span><\/i><span style=\"font-weight: 400;\">differences between marketing automation and <span class=\"im\">CRM automation software<\/span>.&nbsp;<\/span><\/p>\n<h3><strong><span style=\"color: #993300;\">Marketing Automation Software<\/span><\/strong><\/h3>\n<ul>\n<li><b>Analytics<\/b><span style=\"font-weight: 400;\">: A marketing automation software has automation that measures, analyzes, and quantifies data for different aspects of the marketing process, including campaigns. <\/span><\/li>\n<li><b style=\"font-style: inherit;\">Nurturing leads<\/b><span style=\"font-weight: 400;\">: Secondly, a good marketing automation tool has all the necessary tools to capture and nurture leads. For example, it has <a href=\"https:\/\/www.engagebay.com\/marketing\/email-templates\">pre-built email templates<\/a> that you can use to send content easily. By automating the process, the software can choose a template, populate it with personalized content, and send it to leads at the right time. <\/span><\/li>\n<li><b style=\"font-style: inherit;\">Lead prioritization<\/b><span style=\"font-weight: 400;\">: You can use a marketing automation solution to prioritize your leads so you don&#8217;t waste precious resources on unreceptive leads. The software uses a <a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-model\/\">lead scoring system<\/a> and winning probability to determine which leads to focus your efforts on. <\/span><\/li>\n<li><b style=\"font-style: inherit;\">Workflows<\/b><span style=\"font-weight: 400;\">: Finally, great marketing automation systems let you quickly build simple and complex workflows, which can be customized based on the target audience and broadcast channels used.&nbsp;<\/span><\/li>\n<\/ul>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/simple-crm-tools\/\">Read also: 7 Simple CRM Tools for Every Business Reviewed<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>CRM Automation Software<\/strong><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/image3.gif\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-14419\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/image3.gif\" alt=\"EngageBay CRM automation software sales dashboard\" width=\"911\" height=\"438\"><\/a><\/p>\n<ul>\n<li><b>Record customer interactions<\/b><span style=\"font-weight: 400;\">: A CRM system automatically logs in all customer interactions with your business, including phone calls and emails. This lets you understand where your prospect stands in the overall <a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\">sales process<\/a>. <\/span><\/li>\n<li><b style=\"font-style: inherit;\">Data automation<\/b><span style=\"font-weight: 400;\">: Data entry automation is boring, dull, and sometimes even painful. With the right CRM tool, your sales teams can save time and effort &#8211; resources that could be used elsewhere with better returns. <\/span><\/li>\n<li><b style=\"font-style: inherit;\">Customer support<\/b><span style=\"font-weight: 400;\">: Finally, the software logs and records all customer service-related queries. This lets you get a bird&#8217;s eye view of the <a href=\"https:\/\/www.engagebay.com\/blog\/customer-engagement-strategies\/\">customer&#8217;s engagement<\/a> with the company.&nbsp;<\/span><\/li>\n<\/ul>\n<p>For teams that need custom CRM integrations, complex data migrations, or AI add-ons but lack in-house bandwidth, outsourcing specific development sprints can speed delivery without sacrificing quality. A capable partner will help document requirements, set SLAs, and align on security and compliance before building.<\/p>\n<p>For a practical overview of engagement models, cost drivers, vendor vetting, and best practices for managing distributed teams, see this <a href=\"https:\/\/parallelstaff.com\/software-development-outsourcing-full-guide\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">software development outsourcing guide<\/a> it explains when outsourcing makes sense and how to keep projects on track while accelerating your CRM automation roadmap.<\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-automation-functions\/\">Read also: 7 CRM Automation Functions to Generate More Revenue<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_Essential_Features_in_a_CRM_Automation_Software\"><\/span><strong><span style=\"color: #339966;\">The Essential Features in a CRM Automation Software<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A great CRM automation software offers quality information and lets you view every customer interaction with your organization. <\/span><span style=\"font-weight: 400;\">This includes queries, purchases, subscriptions, customer service automation, ticket issuance, etc.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It lets you do this with ease. Let&#8217;s discuss some key features a good <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing-crm\">CRM marketing automation software<\/a> must have.&nbsp;<\/span><\/p>\n<ul>\n<li><b>Form integrations<\/b><span style=\"font-weight: 400;\">: The CRM automation software should populate the names and other details of a lead into the database whenever they sign up for a free trial, complete a form, opt-in for newsletters, or contact the service team with an inquiry. <\/span><\/li>\n<li><b style=\"font-style: inherit;\">Segmentation<\/b><span style=\"font-weight: 400;\">: Segmentation is a must-have for any CRM automation software. Segmentation lets you segregate your customer base into buckets based on demographics, geographical location, and other factors such as income, age, lifetime value, etc. This enables you to launch highly relatable and personalized marketing campaigns. <\/span><\/li>\n<li><b style=\"font-style: inherit;\">Customer history<\/b><span style=\"font-weight: 400;\">: A CRM automation software records every interaction between customers and your company. <\/span><\/li>\n<li><b style=\"font-style: inherit;\">Performance tracking<\/b><span style=\"font-weight: 400;\">: Finally, since the software tracks every lead throughout the complete customer journey from initial contact to final sales, it can help you understand which digital marketing campaigns are successful (and eliminate those that are not).<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A great CRM software lets you automate these tasks efficiently so your marketing and sales reps can have a holistic view of each customer.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These automation features allow you to target your audience with personalized content and build a positive and caring brand image.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/\">Read also: 15 Email CRM Software for Pro-Level Marketing in 2024<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Our_Pick_of_the_14_Best_CRM_Automation_Software\"><\/span><span style=\"color: #339966;\"><strong>Our Pick of the 14 Best CRM Automation Software<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Not all CRM automation software products are the same. Some are great, some are okay-ish, and some <\/span><i><span style=\"font-weight: 400;\">outright <\/span><\/i><span style=\"font-weight: 400;\">bog you down. Here, we have carefully hand-picked the 14<\/span>&nbsp;best CRM automation software for your business.&nbsp;<\/p>\n<h3><strong><span style=\"color: #993300;\">#1. <a style=\"color: #993300;\" href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a><\/span><\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">The first software on our list is <\/span>EngageBay.&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">EngageBay is the most affordable <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM automation platform<\/a> in this list, designed for small and medium businesses and startups. Even so, it is a power-packed solution with all the features you need to scale and grow your business.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/ezgif.com-gif-maker-16.gif\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-35813\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/ezgif.com-gif-maker-16.gif\" alt=\"EngageBay CRM automation software\" width=\"856\" height=\"426\"><\/a><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><i><span style=\"font-weight: 400;\">best <\/span><\/i><span style=\"font-weight: 400;\">thing? EngageBay has a free forever plan.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How cool is that?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay is an <\/span>all-in-one CRM automation software with seamlessly integrated marketing, sales, and service bays<span style=\"font-weight: 400;\">. All these tools work together and offer a smooth marketing and sales experience. EngageBay offers contact management, visual deal pipeline, lead generation, data entry automation, <a href=\"https:\/\/www.engagebay.com\/marketing\/workflows\">workflow customizations<\/a>, and more.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Pricing<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Free All-in-One Suite<\/b><span style=\"font-weight: 400;\">: This plan is <\/span><b>free<\/b> for up to 15 users <span style=\"font-weight: 400;\">and offers contact management, email tracking, email campaigns, landing pages, CRM automation features, and calendar integrations. You even get Live Chat, Help Desk, lead management, and autoresponders, with 1,000 branded monthly emails.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>All-in-One Basic Suite<\/b><span style=\"font-weight: 400;\">: This plan costs <\/span><b>$14.99<\/b><span style=\"font-weight: 400;\"> monthly and includes 1 GB of cloud storage, conversational inbox, canned responses, email templates, 3,000 branded emails a month, web popups, predictive lead scoring, SMS marketing, and much more.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>All-in-One Growth Suite<\/b><span style=\"font-weight: 400;\">: This plan costs <\/span><b>$49.99<\/b><span style=\"font-weight: 400;\"> monthly and allows 5,000 contacts with 25,000 branded emails a month. It adds marketing automation, push notifications, A\/B testing of email broadcasts and landing pages, custom domains for your brand, call records, and much more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>All-in-One Pro Suite<\/b><span style=\"font-weight: 400;\">: This suite is <\/span><b>$99.99 a month <\/b>for unlimited contacts and 50,000 branded emails <span style=\"font-weight: 400;\">and adds advanced features like web analytics, dedicated account manager, role management, uptime SLA, phone support, custom reporting for all aspects of your business, and much more.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">All the paid plans get an 8% discount on annual subscriptions and a 15<\/span>% discount<span style=\"font-weight: 400;\"> on biennial subscriptions.<\/span><\/p>\n<p><b>Who&#8217;s it for<\/b><span style=\"font-weight: 400;\">: Small businesses looking for affordable yet complete, easy-to-use<a href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-small-business\/\">&nbsp;CRM<\/a> automation software.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/top-customer-service-software-capterra\/\">Read also: Capterra Names EngageBay Among Top Customer Service Software<\/a><\/p>\n<h3><strong><span style=\"color: #993300;\">#2. <a style=\"color: #993300;\" href=\"https:\/\/www.hubspot.com\/\">HubSpot<\/a><\/span><\/strong><\/h3>\n<p>HubSpot <span style=\"font-weight: 400;\">is a great CRM and marketing automation platform and another of our favorites.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Its drip campaign feature lets you create <a href=\"https:\/\/www.engagebay.com\/blog\/email-sequence-personalization\/\">personalized emails<\/a> tailored to the customers&#8217; specific needs. You can then assign your customers to various email lists based on customer behavior. HubSpot also provides a comprehensive view of each of your customer&#8217;s journeys.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-8995\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot.png\" alt=\"HubSpot marketing automation software\" width=\"609\" height=\"354\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot.png 1220w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot-300x174.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot-1024x595.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot-768x446.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot-595xh.png 595w\" sizes=\"(max-width: 609px) 100vw, 609px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">HubSpot also offers a complete package with various tools, including landing page and form builders, analytics, sales and customer support automation, and lead management.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Finally, HubSpot offers live optimization ideas and tips during content creation &#8211; a boon for content marketers. With advanced segmentation, targeted workflows, and email templates, you can launch smart marketing campaigns.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">HubSpot is <strong><em><a href=\"https:\/\/www.engagebay.com\/blog\/hubspot-pricing\/\">pretty expensive<\/a> <\/em><\/strong>and might not offer the best value for companies that are just starting out. Let&#8217;s look at the pricing for the bundled plans.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Starter Growth Suite<\/b><span style=\"font-weight: 400;\">: This plan starts at <\/span><b>$50<\/b><span style=\"font-weight: 400;\"> a month and offers email marketing, deal pipelines, canned scripts, and mobile forms.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Professional Growth Suite<\/b><span style=\"font-weight: 400;\">: This plan starts at <\/span><b>$1,343<\/b><span style=\"font-weight: 400;\"> per month and offers A\/B testing, custom reporting, and web analytics.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Enterprise Growth Suite<\/b><span style=\"font-weight: 400;\">: Pricing starts at a whopping <\/span><b>$4,200<\/b><span style=\"font-weight: 400;\"> and includes Events API, webhooks, call transcripts, and conversational routing.&nbsp;<\/span><\/li>\n<\/ul>\n<p><b>Who&#8217;s it for<\/b><span style=\"font-weight: 400;\">: For large enterprises looking for maxed-out tools and features.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/hubspot-competitors\/\">Read also: 9 Top HubSpot Competitors That Cost a Lot Less<\/a><\/p>\n<h3><strong><span style=\"color: #993300;\">#3. <a style=\"color: #993300;\" href=\"https:\/\/www.activecampaign.com\/\">ActiveCampaign<\/a><\/span><\/strong><\/h3>\n<p>ActiveCampaign <span style=\"font-weight: 400;\">is another good CRM automation software and offers various tools for marketing and sales.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The platform&#8217;s tools, like goal tracking, autoresponders, and multichannel broadcasting, make marketing automation easy. Moreover, ActiveCampaign lets you integrate your calendar with third-party applications, like Google and Outlook &#8211; and allows for easy appointment scheduling.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/activecampaign-automation.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-13055\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/activecampaign-automation.png\" alt=\"ActiveCampaign marketing automation software\" width=\"644\" height=\"296\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/activecampaign-automation.png 1229w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/activecampaign-automation-300x138.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/activecampaign-automation-1024x471.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/activecampaign-automation-768x353.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/activecampaign-automation-595xh.png 595w\" sizes=\"(max-width: 644px) 100vw, 644px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">With its advanced CRM features, you can segregate your audiences based on demographics and other factors to empower <a href=\"https:\/\/www.engagebay.com\/blog\/ecommerce-email-personalization\/\">personalized campaigns<\/a>.&nbsp;<\/span><span style=\"font-weight: 400;\">Also, ActiveCampaign&#8217;s unique machine-learning tools are the icing on the cake, with advanced tools like conditional content, predictive sending, and split automation.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Finally, ActiveCampaign&#8217;s feedback systems, product recommendations, and engagement tracking will grant you the tools necessary to publicize your products or services and connect with your prospects more powerfully.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Lite plan<\/b><span style=\"font-weight: 400;\">: It starts at <\/span><b>$9<\/b><span style=\"font-weight: 400;\"> a month and offers basic features like automation and social media tools, contacts importing, and autoresponders.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Plus plan<\/b><span style=\"font-weight: 400;\">: This plan starts at <\/span><b>$49<\/b><span style=\"font-weight: 400;\"> a month for additional features like conditional content, database sync, and subscription forms.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Professional plan<\/b><span style=\"font-weight: 400;\">: It starts at <\/span><b>$129<\/b><span style=\"font-weight: 400;\"> a month and adds predictive sending, split automation, and customer attribution.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Enterprise plan<\/b><span style=\"font-weight: 400;\">: Starts at <\/span><b>$229<\/b><span style=\"font-weight: 400;\"> a month and adds advanced features like premium phone support, custom URL, and uptime SLA.&nbsp;<\/span><\/li>\n<\/ul>\n<p><b>Who&#8217;s it for<\/b><span style=\"font-weight: 400;\">: Medium to large enterprises looking for dedicated marketing and sales solutions. The plans get expensive as the number of contacts increases.&nbsp;&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/activecampaign-pricing\/\">Read also: ActiveCampaign Pricing and Comparison with Other Alternatives<\/a><\/p>\n<h3><strong><span style=\"color: #993300;\">#4. <a style=\"color: #993300;\" href=\"https:\/\/www.freshworks.com\/crm\/sales\/\">Freshworks<\/a><\/span><\/strong><\/h3>\n<p>Freshworks <span style=\"font-weight: 400;\">is yet another CRM automation software with amazing features.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You get access to an AI-based lead scoring tool, a visual sales pipeline, apps for both Android and iOS, and workflow automation.<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/Screenshot-2021-05-12-at-2.56.18-PM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-12958\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/Screenshot-2021-05-12-at-2.56.18-PM.png\" alt=\"Freshworks CRM and marketing automation software\" width=\"546\" height=\"279\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/Screenshot-2021-05-12-at-2.56.18-PM.png 2456w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/Screenshot-2021-05-12-at-2.56.18-PM-300x153.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/Screenshot-2021-05-12-at-2.56.18-PM-1024x523.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/Screenshot-2021-05-12-at-2.56.18-PM-768x392.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/Screenshot-2021-05-12-at-2.56.18-PM-1536x784.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/Screenshot-2021-05-12-at-2.56.18-PM-2048x1046.png 2048w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/05\/Screenshot-2021-05-12-at-2.56.18-PM-595xh.png 595w\" sizes=\"(max-width: 546px) 100vw, 546px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">A two-way email sync lets you view all your emails from the CRM&#8217;s inbox. You can know how your customers respond to a particular marketing campaign with additional tracking metrics, including <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-kpis\/\">open rates<\/a> and click-throughs.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also call your leads\/customers directly from the CRM using Freshcaller, add notes, set up appointments, or record calls. Finally, you can get insights into the behavior of your potential customers for lead scoring and prioritizing.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Growth plan<\/b><span style=\"font-weight: 400;\">: This plan costs <\/span><b>$29<\/b><span style=\"font-weight: 400;\"> monthly and gives you access to a visual <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">sales pipeline<\/a>, custom reporting, journey builder, and deal management.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Pro plan<\/b><span style=\"font-weight: 400;\">: This plan costs <\/span><b>$69<\/b><span style=\"font-weight: 400;\"> monthly and adds answer bots, conference calling, behavioral segmentation, and territory management.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Enterprise plan<\/b><span style=\"font-weight: 400;\">: This plan costs <\/span><b>$125<\/b><span style=\"font-weight: 400;\"> a month and adds features like audit logs, sales forecasts, and a dedicated account manager.&nbsp;<\/span><\/li>\n<\/ul>\n<p><b>Who&#8217;s it for<\/b><span style=\"font-weight: 400;\">: For both small-scale businesses that need an integrated solution and large enterprises looking for cool customizations.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/freshworks-alternatives\/\">Read also: 15 Freshworks Alternatives for Great Customer Support<\/a><\/p>\n<h3><strong><span style=\"color: #993300;\">#5. <a style=\"color: #993300;\" href=\"https:\/\/salesflare.com\/\">Salesflare<\/a><\/span><\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Salesf<\/span><span style=\"font-weight: 400;\">l<\/span><span style=\"font-weight: 400;\">are<\/span><span style=\"font-weight: 400;\"> is an easy-to-use and highly automated sales CRM for small businesses that sell B2B and want to follow up their leads better. It automatically tracks everything about your leads, so you always know what\u2019s happening without the usual work.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salesflare was founded in 2014 and is a popular challenger in the small business CRM market, ranked #3 easiest-to-use CRM and #1 easiest-to-setup CRM by real reviewers on G2.<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/02\/salesflare.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-37721\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/02\/salesflare-1024x493.png\" alt=\"salesflare CRM automation software\" width=\"619\" height=\"298\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/02\/salesflare-1024x493.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/02\/salesflare-300x145.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/02\/salesflare-768x370.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/02\/salesflare-1536x740.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/02\/salesflare-595xh.png 595w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/02\/salesflare.png 1600w\" sizes=\"(max-width: 619px) 100vw, 619px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Some of Salesflare\u2019s top features: Automatically enriched company &amp; contact data, built-in email sequences, visual drag-and-drop sales pipelines, email signature sync, website tracking, and automated follow-up reminders.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It also provides a handy sidebar for your inbox (Gmail or Outlook) and LinkedIn, so you never have to switch tabs anymore.<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Growth plan<\/b><span style=\"font-weight: 400;\">: most of the features are included in its Growth plan at $29 per month.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Pro plan<\/b><span style=\"font-weight: 400;\">: If you also want to send email sequences, customize the permissions, or create custom reporting, then you can opt for the Pro plan at $49 per month.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Enterprise plan<\/b><span style=\"font-weight: 400;\">: this plan comes with custom training and onboarding (and unlimited email finder credits!) and comes in at $99 per month.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><b>Who\u2019s it for<\/b><span style=\"font-weight: 400;\">: Small and medium-sized B2B businesses who want to automate their sales and follow up with their leads.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/best-crm-tools\/\">Read also: The Best CRM Tools for Small Business Owners<\/a><\/p>\n<h3><strong><span style=\"color: #993300;\">#6. <a style=\"color: #993300;\" href=\"https:\/\/www.insightly.com\/\">Insightly<\/a><\/span><\/strong><\/h3>\n<p>Insightly <span style=\"font-weight: 400;\">is another reputed CRM automation software with strong features like lead routing, workflow automation, contact management, and <a href=\"https:\/\/www.engagebay.com\/blog\/sales-and-marketing-alignment\/\">sales alignment<\/a>.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Insightly lets you track important information about your leads using a timeline with details on sources, meetings, emails, and calls. Routing lets you assign your leads to the right sales rep for better follow-up.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/Insightly.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-12842\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/Insightly.png\" alt=\"Insightly CRM automation software\" width=\"637\" height=\"295\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/Insightly.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/Insightly-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/Insightly-1024x474.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/Insightly-768x356.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/Insightly-595xh.png 595w\" sizes=\"(max-width: 637px) 100vw, 637px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">With its intelligent multi-step workflow automation, you can create complex workflows that streamline your work process.&nbsp;<\/span><span style=\"font-weight: 400;\">Additionally, you can strengthen your relationships with your customers using Insightly&#8217;s relationship-linking tools.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Plus plan<\/b><span style=\"font-weight: 400;\">: It starts at <\/span><b>$29<\/b><span style=\"font-weight: 400;\"> per month and gives you access to <a href=\"https:\/\/www.engagebay.com\/blog\/sales-lead-management\/\">lead management<\/a>, calendar sync, and project management.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Professional plan<\/b><span style=\"font-weight: 400;\">: The plan starts at <\/span><b>$49<\/b><span style=\"font-weight: 400;\"> a month and includes lead assignment and routing, business intelligence dashboards, and configurable reports.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Enterprise plan<\/b><span style=\"font-weight: 400;\">: This plan starts at <\/span><b>$99<\/b><span style=\"font-weight: 400;\"> per month and gives access to advanced tools like custom apps, price books, and real-time insight cards.&nbsp;<\/span><\/li>\n<\/ul>\n<p><b>Who&#8217;s it for<\/b><span style=\"font-weight: 400;\">: Growing, medium-sized businesses.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/insightly-alternative\/\">Read also: 12 Incredible Insightly Alternatives for Small Businesses<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>#7. <a style=\"color: #993300;\" href=\"https:\/\/www.salesforce.com\/\">Salesforce<\/a><\/strong><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Salesforce is a powerful enterprise-level software with a suite of powerful tools to help automate even the most complex workflows.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-28859\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm.png\" alt=\"Salesforce CRM and marketing automation software\" width=\"659\" height=\"310\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm.png 1898w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-1024x481.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-768x361.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-1536x722.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-crm-595xh.png 595w\" sizes=\"(max-width: 659px) 100vw, 659px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Salesforce lets you craft, publish, and manage personalized campaigns for <a href=\"https:\/\/www.engagebay.com\/blog\/b2b-email-marketing-best-practices\/\">email marketing<\/a>, social media, mobile, and more. With Salesforce, you also get advanced targeting and personalization options to help you reach the right customer segments based on various factors. These can be anything from demographics, preferences, and behavior.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, Salesforce\u2019s \u2018Process Builder\u2019 feature lets you automate various actions, including task creating, emailing, notification triggers, record updation, and more. For advanced users, Salesforce even offers conditional logic to help create complex, multi-step <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\">automation workflows<\/a>.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><span style=\"font-weight: 400;\">&nbsp;<\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Salesforce offers four plans:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Essentials<\/strong>: The Essentials plan starts at $35\/month for account management, campaigns, opportunity management, customizable reports, email integrations, and more.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Professional<\/strong>: The Professional plan starts at $75\/month and offers quotes, contracts, orders, pipeline management, forecasts, and more.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Enterprise<\/strong>: The Enterprise plan starts at $150\/month and offers workflow automation, approval automation, sales team management, advanced reporting, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Unlimited<\/strong>: The Unlimited plan starts at $300\/month and offers sales cadences, 24\/7 customer support, and other enterprise-level features.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>Who\u2019s it for:<\/strong> Large companies and enterprises that need an enterprise-oriented CRM automation software. Not suitable for small businesses.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/salesforce-competitors\/\">Read also: Top 9 Salesforce Competitors And Alternatives [Tables]<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>#8. <a style=\"color: #993300;\" href=\"https:\/\/www.zoho.com\/crm\/crmplus\/\">Zoho CRM Plus<\/a><\/strong><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-37857\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers.png\" alt=\"Zoho CRM automation software\" width=\"654\" height=\"287\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers.png 1489w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers-300x132.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers-1024x449.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers-768x337.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Zoho-CRM-Top-rated-Sales-CRM-Software-by-Customers-595xh.png 595w\" sizes=\"(max-width: 654px) 100vw, 654px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Zoho CRM Plus is an all-in-one CRM solution that includes a combination of several products, including Campaigns, SalesIQ, Desk, CRM, Analytics, and more.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zoho\u2019s marketing, sales, and customer support CRM makes it easy to align all the teams, thus breaking down <a href=\"https:\/\/www.engagebay.com\/blog\/break-silo-mentality-business\/\">data siloes and miscommunication<\/a>.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zoho\u2019s CRM keeps track of all customer interactions and offers tools such as pipeline management, sales reporting, and analytics. SalesIQ tracks user behavior and actions on your website, and also offers live chat. <\/span><span style=\"font-weight: 400;\">With Zoho Desk, you get contextual customer support with tickets, phone calls, live chat, emails, and more directly on the tool.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Zoho CRM Plus offers only one pricing plan:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Zoho CRM Plus<\/strong>: The plan starts at $50\/month for CRM, email marketing, help desk, social media marketing, advanced analytics, project management, and more.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>Who\u2019s it for<\/strong>: Zoho is good for medium-sized businesses that make use of Zoho\u2019s extensive collection of tools for various business needs.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/zoho-vs-hubspot-vs-engagebay\/\">Read also: CRM Functionality: Zoho vs HubSpot vs EngageBay<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>#9. <a style=\"color: #993300;\" href=\"https:\/\/www.pipedrive.com\/\">Pipedrive<\/a><\/strong><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Pipedrive is a sales-oriented CRM automation software designed to improve salespeople\u2019s productivity and help them close deals faster.<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Sales-CRM-Pipeline-Management-Software-Pipedrive.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-37206\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Sales-CRM-Pipeline-Management-Software-Pipedrive.png\" alt=\"Pipedrive sales CRM automation software\" width=\"531\" height=\"290\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Sales-CRM-Pipeline-Management-Software-Pipedrive.png 1652w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Sales-CRM-Pipeline-Management-Software-Pipedrive-300x164.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Sales-CRM-Pipeline-Management-Software-Pipedrive-1024x560.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Sales-CRM-Pipeline-Management-Software-Pipedrive-768x420.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Sales-CRM-Pipeline-Management-Software-Pipedrive-1536x840.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/Sales-CRM-Pipeline-Management-Software-Pipedrive-595xh.png 595w\" sizes=\"(max-width: 531px) 100vw, 531px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Pipedrive lets you automate sales tasks with ease using powerful automation features. It also offers lead management, deal rotting, a dedicated lead inbox, labeling, and other features to capture and nurture your leads.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, Pipedrive\u2019s analytics offers customized conversion reports, performance analytics, forecasts, and more.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For advanced features and tools, Pipedrive also offers various add-ons. Notable ones include the Campaign add-on, the LeadBooster add-on, and the Web Visitors add-on.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Pipedrive offers five plans: Essential, Advanced, Professional, Power, and Enterprise.&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Essential<\/strong>: The Essential plan starts at $11.90\/month and offers lead management, customizable pipelines, leads inbox, deal rotting, data imports, sales assistant, and more.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Advanced<\/strong>: The Advanced plan starts at $24.90\/month and offers customizable <a href=\"https:\/\/www.engagebay.com\/blog\/introduction-email-templates\/\">email templates<\/a>, email open and click tracking, meeting scheduler, automations, smart contact data, and more.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Professional<\/strong>: The Professional plan starts at $49.90\/month and offers contacts timeline, automatic assignment, revenue forecast reports, sales and marketing team management, and team goals.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Power<\/strong>: The Power plan is a new addition and starts at $59.90\/month and offers free Projects add-on, up to 200,000 open deals, phone support, an implementation program, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Enterprise<\/strong>: The Enterprise plan starts at $74.90\/month and offers enterprise-level security features, including security rules, security alerts, and more. Plus, you get unlimited open deals, unlimited custom fields, unlimited reports, unlimited teams, and more.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>Who\u2019s it for<\/strong>: Pipedrive is great for sales teams and businesses that need a sales-first CRM automation solution.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/pipedrive-alternatives\/\">Read also: 13 Perfect Pipedrive Alternatives That Can Do More<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>#10. <a style=\"color: #993300;\" href=\"https:\/\/dynamics.microsoft.com\/en-in\/\">Microsoft Dynamics 365<\/a><\/strong><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Microsoft-Dynamics-365.webp\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-39450 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Microsoft-Dynamics-365.webp\" alt=\"Microsoft Dynamics 365 CRM automation software\" width=\"577\" height=\"453\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Microsoft-Dynamics-365.webp 672w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Microsoft-Dynamics-365-300x235.webp 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Microsoft-Dynamics-365-595xh.webp 595w\" sizes=\"(max-width: 577px) 100vw, 577px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft Dynamics 365 is an <a href=\"https:\/\/www.scnsoft.com\/services\/crm\/microsoft-dynamics\/consulting\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">enterprise-level CRM automation software<\/a> with advanced features to fulfill the needs of sales teams, financial experts, supply chain managers, and marketers.<\/span><\/p>\n<p>Thanks to robust <a href=\"https:\/\/enterprise.trangotech.com\/microsoft-dynamics-365-integration\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Dynamics 365 integration<\/a> capabilities, it can connect with other Microsoft apps and third\u2011party tools to streamline data across your tech stack.<\/p>\n<p><span style=\"font-weight: 400;\">They also offer plans for SMBs, making it a lucrative choice for businesses looking for a CRM automation software.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Microsoft Dynamics CRM, you get advanced pipeline management to help you guide leads through the funnel and close more deals. 360-degree customer view lets you understand more about your <a href=\"https:\/\/www.engagebay.com\/blog\/customer-journey-mapping-tools\/\">customers throughout their journey<\/a>. Dynamics enables this by collecting data on all customer touchpoints.&nbsp;<\/span><span style=\"font-weight: 400;\">Microsoft Dynamics 365 also offers powerful automation to help you craft complex workflows and automate mundane, repetitive tasks.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Microsoft Dynamics 365 offers various plans for different needs. Let\u2019s take a look at the SMB plans.&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Business Central Essentials<\/strong>: Plans start from $70\/user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Business Central Premium<\/strong>: Plans start from $100\/user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Customer Service Professional:<\/strong> Plans start from $50\/month<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Sales Professional<\/strong>: Plans start from $65\/month<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>Who\u2019s it for:<\/strong> Microsoft Dynamics 365 is more closely integrated with Office 365, and is good for users familiar with Microsoft\u2019s UI.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/pardot-pricing\/\">Read also: Pardot Pricing, Features, Reviews, and Affordable Alternatives<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>#11. <a style=\"color: #993300;\" href=\"https:\/\/www.freshworks.com\/crm\/sales\/\">Freshsales<\/a><\/strong><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Freshsales offers Freshsales Suite, an all-in-one CRM solution helping marketers and sales teams collaborate to bring in more leads and close deals faster.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Freshsales-Sales-CRM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-28865\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Freshsales-Sales-CRM.png\" alt=\"Freshsales Sales CRM automation software\" width=\"583\" height=\"274\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Freshsales-Sales-CRM.png 1898w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Freshsales-Sales-CRM-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Freshsales-Sales-CRM-1024x481.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Freshsales-Sales-CRM-768x361.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Freshsales-Sales-CRM-1536x722.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/Freshsales-Sales-CRM-595xh.png 595w\" sizes=\"(max-width: 583px) 100vw, 583px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">It offers workflows and sales sequences to improve team productivity and deal closure rates. You can also choose from various pre-designed workflows.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It also offers customer journey templates for various scenarios, including <a href=\"https:\/\/www.engagebay.com\/blog\/welcome-email\/\">welcome email sequences<\/a> and re-engagement campaigns.&nbsp;<\/span><span style=\"font-weight: 400;\">Pipelines are also customizable based on your needs, with the ability to create multiple pipelines and sales teams.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Freshsales Suite offers three plans:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Growth<\/strong>: The Growth plan starts at $15\/month and is free for up to 3 users. You get 1,000 marketing contacts, account and deal management, multichannel engagement, social media campaigns, workflows, and more.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Pro<\/strong>: The Pro plan starts at $39\/month for 1,000 marketing contacts and offers multiple sales pipelines, product catalogs, sales teams and territory management, AI-powered deal insights, and more.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Enterprise<\/strong>: The Enterprise plan starts at $69\/month for 1,000 marketing contacts, custom modules, transactional emails, a dedicated account manager, and more.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>Who\u2019s it for:<\/strong> Freshsales is designed for small, medium, and large enterprises that need an all-in-one solution with customizations.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/best-free-crm-apps\/\">Read also: The Best Free CRM Apps, By Category (with User Reviews)<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>#12. <a style=\"color: #993300;\" href=\"https:\/\/www.nimble.com\/\">Nimble<\/a><\/strong><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble.webp\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-39466\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble.webp\" alt=\"Nimble CRM automation software\" width=\"669\" height=\"307\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble.webp 1124w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble-300x138.webp 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble-1024x470.webp 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble-768x353.webp 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble-595xh.webp 595w\" sizes=\"(max-width: 669px) 100vw, 669px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Nimble is targeted towards whole teams rather than \u201cjust salespeople.\u201d Nimble\u2019s relationship-focused CRM unifies contacts, manages business processes, and offers social profile matching, automation, workflows, pipelines, and deals.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nimble\u2019s mobile CRM 3.0 has Android and iOS applications and offers on-the-go CRM tools for field agents.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Social relationship tools of Nimble CRM provide social enrichment and social prospecting to help you win on <a href=\"https:\/\/www.engagebay.com\/blog\/strong-digital-brand\/\">social media<\/a>.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, Nimble\u2019s sales intelligence suite offers detailed, insightful data to help you close deals faster.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Nimble offers only one plan:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Nimble Business<\/strong>: Nimble Business starts at $29.90\/month and offers all the above features, as well as one-on-one consultations, free onboarding, team permissions, enrichment credits, email tracking, call logging, social media signals, and more.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>Who\u2019s it for<\/strong>: Small businesses that need an all-in-one CRM automation software with an emphasis on social media marketing.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/nimble-alternatives\/\">Read also: 19 Great Nimble Alternatives: Finding the Best Fit for Your Business<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>#13. <a style=\"color: #993300;\" href=\"https:\/\/www.copper.com\/\">Copper<\/a><\/strong><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Copper-CRM.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-39449\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Copper-CRM.png\" alt=\"Copper CRM and marketing automation software\" width=\"606\" height=\"303\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Copper-CRM.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Copper-CRM-300x150.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Copper-CRM-768x384.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Copper-CRM-595xh.png 595w\" sizes=\"(max-width: 606px) 100vw, 606px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Copper CRM is one of the best CRM automation software with Google Workspace integrations. With over 30,000 companies using it, Copper offers features that serve real estate firms, consultants, corporate development leaders, and media agencies.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Copper\u2019s tools include deal tracking, time-based tasks and reminders, and more to help you convert leads and <a href=\"https:\/\/www.engagebay.com\/blog\/close-the-deal\/\">close deals<\/a>.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Copper\u2019s sales automation tool helps easily create workflows and even suggests potential leads based on email content \u2013 helping you save time during lead generation.&nbsp;<\/span><span style=\"font-weight: 400;\">You also get email marketing, automation, custom email templates, and more to help capture and nurture leads.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Copper CRM offers three plans:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Basic<\/strong>: The Basic plan starts at $29\/month and offers SSO, deal management, custom pipelines, reminders, team collaboration, activity logging, Google Drive, Google Contact, Google Calendar, and Gmail integrations\/sync.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Professional<\/strong>: The Professional plan offers $69\/month and offers team permissions, activity insights, custom reports, automation, template library, and more.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Business<\/strong>: The Business plan costs $134\/month for premium customer support, personal onboarding, email scheduling, lead scoring, website tracking, and more.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>Who\u2019s it for<\/strong>: Small businesses and individual users that work a lot with Google Workspace.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/copper-crm-pricing\/\">Read also: Copper CRM Pricing &amp; Comparison With Top Small Business Software<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>#14. <a style=\"color: #993300;\" href=\"https:\/\/keap.com\/\">Keap (Infusionsoft)<\/a><\/strong><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9.png\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-30137 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9.png\" alt=\"Keap CRM automation software\" width=\"621\" height=\"275\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9.png 1324w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9-300x133.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9-1024x453.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9-768x340.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9-595xh.png 595w\" sizes=\"(max-width: 621px) 100vw, 621px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Keap is another all-in-one sales and marketing CRM software for small and medium businesses. While it offers great functionality and toolset and is aimed at SMBs, it may not be affordable for everyone.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Keap offers simple, basic sales and marketing automation features, including lead capture, workflows, and sequence campaigns. It may not be as powerful as some of the other CRM automation systems mentioned in this blog post \u2013 but Keap\u2019s ease of use makes it ideal for users that need really simple UI and features.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Keap also offers various integrations, including PayPal, WooCommerce, Xero, Gmail, and more.&nbsp;<\/span><\/p>\n<h4><strong><span style=\"color: #666699;\">Pricing<\/span><\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Keap offers two pricing plans:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Pro<\/strong>: The Pro plan costs $199\/month for 1,500 contacts and offers <a href=\"https:\/\/www.engagebay.com\/blog\/landing-page-examples\/\">landing pages<\/a>, sales pipelines, pipeline analysis, client management, automated lead follow-ups, a dedicated phone line, sales and marketing automation, and more.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><strong>Max<\/strong>: The Max plan starts at $289\/month for 2,500 contacts and offers advanced marketing analytics, upsells, promo codes, and more.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><strong>Who\u2019s it for<\/strong>: Keap is ideal for small and medium businesses that need a simple sales and marketing automation software.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/infusionsoft-keap-pricing\/\">Read also: Keap Pricing &amp; Comparison with EngageBay: 12X More Affordable Alternative<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Finding_the_Right_CRM_Automation_Software_for_You\"><\/span><strong><span style=\"color: #339966;\">Finding the Right CRM Automation Software for You<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Using CRM automation software can help you reach your sales goals faster.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The right CRM automation software will collect thousands of contacts from different apps, organize all the customer data in one place, update all the data automatically based on your contacts&#8217; behavior, and build clear visual sales and marketing workflows for you.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All this and other CRM automation features can reduce manual efforts and help you scale your business without using a million different applications.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The right CRM automation software can also attract more leads and customers to your brand by improving customer service with its automation features, such as autoresponders, <a href=\"https:\/\/www.engagebay.com\/service\/free-live-chat-software\">Live Chat<\/a>,&nbsp;or Help Desk.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ultimately, any 14 CRM automation software listed here will do wonders for your business.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That said, EngageBay&#8217;s <\/span>highly affordable yet power-packed<span style=\"font-weight: 400;\"> platform is the best choice if you want an all-in-one solution that won&#8217;t <\/span><i><span style=\"font-weight: 400;\">burn <\/span><\/i><span style=\"font-weight: 400;\">holes in your wallet.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Check out EngageBay\u2019s demo in the video below:&nbsp;<\/span><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"EngageBay Product Demo | All-in-one Marketing, Sales, Support CRM\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/5fAdDwlx5WY?feature=oembed\" frameborder=\"0\" 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data-id='6268678992035840'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Imagine manually tracking your leads and customer information on spreadsheets or, heaven forbid, using physical records!&nbsp;As your company grows, you 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