{"id":24515,"date":"2022-07-04T14:12:43","date_gmt":"2022-07-04T14:12:43","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=24515"},"modified":"2026-04-01T08:54:20","modified_gmt":"2026-04-01T08:54:20","slug":"easy-to-use-crm-tools","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/","title":{"rendered":"10 Easy To Use CRM Tools (Features, User Reviews, Pricing)"},"content":{"rendered":"<p id=\"656892a9-4157-43ae-a710-ea92d82ca393\" class=\"quill-block\">When it comes to customer relationship management (CRM) software, there are a lot of options in the market.<\/p>\n<p id=\"656892a9-4157-43ae-a710-ea92d82ca393\" class=\"quill-block\">I went through hundreds of user reviews for dozens of CRM tools, and one theme emerged prominently &#8212; people want an easy-to-use CRM solution more than anything else.<\/p>\n<p id=\"656892a9-4157-43ae-a710-ea92d82ca393\" class=\"quill-block\"><strong>It&#8217;s not about the best feature set, the highest value for money, or the most advanced functionalities that CRM users seem to seek.<\/strong><\/p>\n<p id=\"656892a9-4157-43ae-a710-ea92d82ca393\" class=\"quill-block\"><strong>It&#8217;s simply the simpleness, the ease with which a CRM tool can be set up and used.<\/strong><\/p>\n<p id=\"656892a9-4157-43ae-a710-ea92d82ca393\" class=\"quill-block\">So, why do business owners, marketing managers, sales teams, and customer support agents all prefer an easy-to-use CRM tool?<\/p>\n<p><strong>Here are four reasons:<\/strong><\/p>\n<ol>\n<li id=\"656892a9-4157-43ae-a710-ea92d82ca393\" class=\"quill-block\">You\u2019ll save time and money.<\/li>\n<li id=\"656892a9-4157-43ae-a710-ea92d82ca393\" class=\"quill-block\">You\u2019ll get more done.<\/li>\n<li id=\"656892a9-4157-43ae-a710-ea92d82ca393\" class=\"quill-block\">You\u2019ll be more organized.<\/li>\n<li id=\"656892a9-4157-43ae-a710-ea92d82ca393\" class=\"quill-block\">You\u2019ll have happier customers.<\/li>\n<\/ol>\n<p>In this blog post, I&#8217;ve shared details of the 10 easiest-to-use CRM tools I could find. I went through plenty of user <a href=\"https:\/\/www.engagebay.com\/blog\/top-customer-service-software-capterra\/\">reviews on Capterra<\/a>, G2, SoftwareAdvice, TrustRadius, and other software review platforms, and used some CRM tools myself.<\/p>\n<p>Here&#8217;s my take.<\/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\/easy-to-use-crm-tools\/#Top_10_Easy_To_Use_CRM_Tools\" >Top 10 Easy To Use CRM Tools&nbsp;<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#1_Pipedrive\" >#1. Pipedrive<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features\" >Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_of_Use\" >Ease of Use&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing\" >Pricing&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_Pipedrive\" >User Reviews of Pipedrive<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#2_HubSpot\" >#2. HubSpot<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features-2\" >Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_Of_Use\" >Ease Of Use&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing-2\" >Pricing&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_HubSpot\" >User Reviews of HubSpot<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#3_EngageBay\" >#3. EngageBay&nbsp;<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features-3\" >Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_of_Use-2\" >Ease of Use<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing-3\" >Pricing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_EngageBay\" >User Reviews of EngageBay<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#4_Insightly_CRM\" >#4. Insightly CRM<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features-4\" >Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_of_Use-3\" >Ease of Use&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing-4\" >Pricing&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_Insightly\" >User Reviews of Insightly<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#5_Keap\" >#5. Keap<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features-5\" >Features&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_of_Use-4\" >Ease of Use&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing-5\" >Pricing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_Keap\" >User Reviews of Keap<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#6_Zoho_CRM\" >#6. Zoho CRM<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features-6\" >Features&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_of_Use-5\" >Ease of Use&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing-6\" >Pricing&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_Zoho\" >User Reviews of Zoho<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#7_Capsule_CRM\" >#7. Capsule CRM<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features-7\" >Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_of_Use-6\" >Ease of Use&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing-7\" >Pricing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-36\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_Capsule_CRM\" >User Reviews of Capsule CRM<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-37\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#8_Salesflare\" >#8. Salesflare&nbsp;<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-38\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features-8\" >Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-39\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_of_Use-7\" >Ease of Use<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-40\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing-8\" >Pricing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-41\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_Salesflare\" >User Reviews of Salesflare<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-42\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#9_SharpSpring\" >#9. SharpSpring&nbsp;<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-43\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features-9\" >Features<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-44\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_of_Use-8\" >Ease of Use&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-45\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing-9\" >Pricing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-46\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_SharpSpring\" >User Reviews of SharpSpring<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-47\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#10_Freshsales\" >#10. Freshsales&nbsp;<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-48\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Features-10\" >Features&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-49\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Ease_of_Use-9\" >Ease of Use&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-50\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Pricing-10\" >Pricing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-51\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#User_Reviews_of_Freshsales\" >User Reviews of Freshsales<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-52\" href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n\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=\"Top_10_Easy_To_Use_CRM_Tools\"><\/span><span style=\"color: #339966;\"><b>Top 10 Easy To Use CRM Tools&nbsp;<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>While this list is not in any descending or ascending order of rank, it&#8217;s a fairly decent compilation of CRM tools that are rated easiest to use.<\/p>\n<p>I spoke to CRM industry experts and went through hundreds of reviews before coming up with this list.<\/p>\n<p>If you have any other suggestions, let us know <a href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\">what CRM tools<\/a> you&#8217;ve found easiest to use and why.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Pipedrive\"><\/span><span style=\"color: #993300;\">#1. Pipedrive<\/span><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-17450 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/Pipedrive-e1637148277902.png\" alt=\"Pipedrive easy to use CRM\" width=\"1838\" height=\"752\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/Pipedrive-e1637148277902.png 1838w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/Pipedrive-e1637148277902-300x123.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/Pipedrive-e1637148277902-1024x419.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/Pipedrive-e1637148277902-768x314.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/Pipedrive-e1637148277902-1536x628.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/Pipedrive-e1637148277902-595xh.png 595w\" sizes=\"(max-width: 1838px) 100vw, 1838px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Pipedrive is an easy-to-use sales CRM software that offers great flexibility and is specifically tailored for salespeople. Pipedrive is a low-cost CRM solution built for medium-sized businesses.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pipedrive has served over 100,000 businesses since its inception. The package includes all the tools that a sales team needs to handle cumbersome sales processes.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Right from the lead nurturing to gathering and beyond that, Pipedrive\u2019s visual pipeline management performs each of these tasks with ease.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features\"><\/span><span style=\"color: #666699;\">Features<\/span><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li><b>Smart in-platform tips: <\/b>Pipedrive <span style=\"font-weight: 400;\">has a sales assistant that drives recommendations, delivers performance tips, and suggests the changes to increase efficiency. <\/span>The best thing is that the sales assistant does not cause any distractions. It will be available only in the relevant situations and when the AI system feels the need to assist the sales team.<\/li>\n<li><b>Workflow automation: <\/b>You don\u2019t need any coding knowledge to set up workflow automation. You can create automated workflows for emailing the leads, list building, and adding leads to the sales pipeline. This workflow automation builder has a drag-and-drop interface that makes it even easier to build workflow automation.<\/li>\n<li><b>Smart contact data: <\/b>One of the USPs of Pipedrive is its ability to gather customer data from various touchpoints by using the contact\u2019s email address.&nbsp;<\/li>\n<li><b>Reporting feature: <\/b>Pipedrive offers custom reports for the sales team as well as the marketing team. It offers detailed reporting on various metrics and lets you create reports for deal tracking, reporting, and revenue forecasting.<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Ease_of_Use\"><\/span><span style=\"color: #666699;\">Ease of Use&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><strong>Pipedrive has also been rated 4.6 out of 5 on Capterra for its ease of use.&nbsp;<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24522 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pipedrive-Reviews-2022-Capterra.png\" alt=\"Pipedrive Reviews and ratings ease of use\" width=\"1898\" height=\"820\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pipedrive-Reviews-2022-Capterra.png 1898w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pipedrive-Reviews-2022-Capterra-300x130.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pipedrive-Reviews-2022-Capterra-1024x442.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pipedrive-Reviews-2022-Capterra-768x332.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pipedrive-Reviews-2022-Capterra-1536x664.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pipedrive-Reviews-2022-Capterra-595xh.png 595w\" sizes=\"(max-width: 1898px) 100vw, 1898px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Pipedrive has a simple and clean UI with all the features on the left. It has a search box at the top and an expandable menu on each of the navigable pages, so that you can add the deals and activities.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The dashboard also brings your sales data to life and removes the hassle of using boring spreadsheets.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also share the Pipedrive dashboard with anyone, even if they&#8217;re not Pipedrive users. The only concern in Pipedrive\u2019s UI is that it sometimes lags. However, it also depends on your internet speed.&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing\"><\/span><span style=\"color: #666699;\">Pricing<span style=\"font-weight: 400;\">&nbsp;<\/span><\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/pipedrive-pricing\/\">Pipedrive offer four pricing<\/a> options:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Essential: $12.50 per user\/month (annual) or $15 per user\/month&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced: $24.90 per user\/month (annual) or $29 per user\/month&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Professional: $49.90 per user\/month (annual) or $59.90 per user\/month&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enterprise: $99 per user\/month (annual) or $119 per user\/month.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_Pipedrive\"><\/span><span style=\"color: #666699;\">User Reviews of Pipedrive<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24544 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_G2-e1656653524751.png\" alt=\"Pipedrive user review on G2\" width=\"1920\" height=\"912\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_G2-e1656653524751.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_G2-e1656653524751-300x143.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_G2-e1656653524751-1024x486.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_G2-e1656653524751-768x365.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_G2-e1656653524751-1536x730.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_G2-e1656653524751-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><img decoding=\"async\" class=\"wp-image-24545 size-full aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_TrustRadius-e1656653486535.png\" alt=\"Pipedrive review on TrustRadius\" width=\"1920\" height=\"820\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_TrustRadius-e1656653486535.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_TrustRadius-e1656653486535-300x128.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_TrustRadius-e1656653486535-1024x437.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_TrustRadius-e1656653486535-768x328.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_TrustRadius-e1656653486535-1536x656.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Pipedrive-Positive_TrustRadius-e1656653486535-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/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\/\">Pipedrive Alternatives <\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_HubSpot\"><\/span><span style=\"color: #993300;\">#2. HubSpot<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-8995 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2020\/05\/HubSpot.png\" alt=\"HubSpot easy to use CRM\" width=\"1220\" height=\"709\" 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: 1220px) 100vw, 1220px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">HubSpot is a leader in the CRM industry and is mostly suitable for large businesses and enterprises. HubSpot\u2019s Sales and Marketing hubs offer unprecedented insights into your audience behavior.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What makes HubSpot a good choice is its simple and easy tabs navigation and the ability to assign roles to different users. You can provide limited access to certain roles or people and gain full access as an admin.&nbsp;<\/span><\/p>\n<p>Overall, most users say HubSpot is super simple and easy to understand and use. The pain point with HubSpot is its pricing, but the ease of use is one of its best attributes.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-2\"><\/span><span style=\"color: #666699;\">Features<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Tons of free tools: <\/b><span style=\"font-weight: 400;\">Besides the CRM, HubSpot has hundreds of free tools that can be useful for digital marketers and bloggers. These include blog header templates, an invoice template generator, and email signature templates.&nbsp;<\/span><\/li>\n<li><b>Sales automation: <\/b><span style=\"font-weight: 400;\">You can create personalized email sequences and schedule emails. You can also create a list of follow-up tasks so you never lose a lead to mismanagement.<\/span><\/li>\n<li><b>Document management: <\/b><span style=\"font-weight: 400;\">Teams can collaborate easily and share documents in real-time using Gmail and Outlook, and get insights into customer engagement.&nbsp;<\/span><\/li>\n<li><b>Scalable solutions: <\/b>HubSpot <span style=\"font-weight: 400;\">offers handy and scalable solutions that cover tools in various categories like operations, content, customer service, sales, and marketing. As you grow, your tools will become more scalable in real-time, depending on the scalability of your business.&nbsp;<\/span><\/li>\n<\/ul>\n<p><em><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f449.svg\" alt=\"\ud83d\udc49\">Looking for any HubSpot competitors? Our detailed analysis introduces nine strong alternatives. <a href=\"https:\/\/www.engagebay.com\/blog\/hubspot-competitors\/\" data-wpel-link=\"internal\">Check it out now<\/a>!<img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f44c.svg\" alt=\"\ud83d\udc4c\"><\/em><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Ease_Of_Use\"><\/span><span style=\"color: #666699;\">Ease Of Use&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24524 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/HubSpot-CRM-Reviews-Ratings-2022-Software-Advice.png\" alt=\"HubSpot CRM Reviews Ratings ease of use\" width=\"1920\" height=\"820\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/HubSpot-CRM-Reviews-Ratings-2022-Software-Advice.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/HubSpot-CRM-Reviews-Ratings-2022-Software-Advice-300x128.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/HubSpot-CRM-Reviews-Ratings-2022-Software-Advice-1024x437.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/HubSpot-CRM-Reviews-Ratings-2022-Software-Advice-768x328.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/HubSpot-CRM-Reviews-Ratings-2022-Software-Advice-1536x656.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/HubSpot-CRM-Reviews-Ratings-2022-Software-Advice-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Despite being so feature-rich, HubSpot is among the easiest CRM solutions you can use. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Since the free plan does not come with dedicated customer support, it is important to create a balance between the features and ease of use.&nbsp;<\/span><span style=\"font-weight: 400;\">HubSpot understands this well. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Besides the dashboard, HubSpot makes the creation of content and other marketing assets fairly easy. <\/span><span style=\"font-weight: 400;\">Whether it\u2019s landing pages, email templates, forms, or anything else, HubSpot\u2019s drag-and-drop builder helps keep things simple.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-2\"><\/span><span style=\"color: #666699;\">Pricing&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">HubSpot has various free tools in its arsenal. As your business grows, you\u2019ll have to upgrade to a paid plan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, <a href=\"https:\/\/www.engagebay.com\/blog\/hubspot-pricing\/\" target=\"_blank\" rel=\"noopener\">HubSpot\u2019s pricing<\/a> is far higher than most CRM tools. Also, when you explore the plans, you\u2019ll have a hard time understanding the pricing tiers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">HubSpot\u2019s marketing, sales, and support hubs start at $45 per user per month, each. In sales and support, you&#8217;ll pay more for more users, and in marketing, you&#8217;ll pay more for more contacts\/subscribers.<\/span><b><\/b><\/p>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_HubSpot\"><\/span><span style=\"color: #666699;\">User Reviews of HubSpot<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-21947\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/03\/Capterra-6-e1652081428190.png\" alt=\"HubSpot review\" width=\"1920\" height=\"806\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/03\/Capterra-6-e1652081428190.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/03\/Capterra-6-e1652081428190-300x126.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/03\/Capterra-6-e1652081428190-1024x430.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/03\/Capterra-6-e1652081428190-768x322.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/03\/Capterra-6-e1652081428190-1536x645.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/03\/Capterra-6-e1652081428190-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24547 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/HubSpot-Positive_G2-e1656653892956.png\" alt=\"HubSpot user review on G2\" width=\"1920\" height=\"868\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/HubSpot-Positive_G2-e1656653892956.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/HubSpot-Positive_G2-e1656653892956-300x136.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/HubSpot-Positive_G2-e1656653892956-1024x463.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/HubSpot-Positive_G2-e1656653892956-768x347.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/HubSpot-Positive_G2-e1656653892956-1536x694.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/HubSpot-Positive_G2-e1656653892956-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/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-alternatives\/\">HubSpot Alternatives<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3_EngageBay\"><\/span><span style=\"color: #993300;\">#3. EngageBay&nbsp;<\/span><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/products\/crm\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-23435 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-landing-page-CRM.png\" alt=\"CRM software landing page by EngageBay\" width=\"1880\" height=\"885\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-landing-page-CRM.png 1880w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-landing-page-CRM-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-landing-page-CRM-1024x482.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-landing-page-CRM-768x362.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-landing-page-CRM-1536x723.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-landing-page-CRM-595xh.png 595w\" sizes=\"(max-width: 1880px) 100vw, 1880px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Not all CRM solutions cater to three departments &#8211; sales, marketing, and customer support. <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> is a single-stop CRM solution that addresses all the three business needs without making the platform sluggish or difficult to navigate, or even charging separately for them.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay\u2019s easy-to-use interface is recommended by top marketing influencers like <a href=\"https:\/\/neilpatel.com\/blog\/best-crm-software\/\">Neil Patel<\/a>, Jeff Bullas, and Shane Barker.&nbsp;<\/span><\/p>\n<p><strong>EngageBay is also fast emerging as a favorite tool of small business owners and solopreneurs for its super responsive customer support, simple user interface, and incredible pricing.&nbsp;<\/strong><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-3\"><\/span><span style=\"color: #666699;\">Features<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Marketing Bay:<\/b> G<span style=\"font-weight: 400;\">ives a holistic view of your customer journey. <\/span>Be it social media posts, building a high-converting landing page, or setting up email campaigns, EngageBay\u2019s marketing tool covers it all.<\/li>\n<li style=\"font-weight: 400;\"><b>Lead generation: <\/b>EngageBay&#8217;s free CRM comes integrated with a powerful and easy-to-use pipeline and <a style=\"font-size: 16px; background-color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/blog\/sales-management-tools\/\"><span style=\"font-weight: 400;\">sales management<\/span><\/a><span style=\"font-weight: 400;\"> feature. With the lead management feature, you can be alerted about email opens and other actions taken by your subscribers.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Visual deal pipeline: <\/b>Another <span style=\"font-weight: 400;\">feature that makes EngageBay the right choice for small businesses is its visual deals pipeline. <\/span>EngageBay uses color-coding to rate the health of your deals, all of which can be seen in a single dashboard.<\/li>\n<li><b>Integrations: <\/b>To make it even easier, EngageBay offers a wide variety of native and <a style=\"font-size: 16px; background-color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/integrations\/\"><span style=\"font-weight: 400;\">third-party integrations<\/span><\/a><span style=\"font-weight: 400;\">. EngageBay integrates with popular tools like Zapier, Mailgun, Mailchimp, DocuSign, WooCommerce, LinkedIn, and Outlook.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Ease_of_Use-2\"><\/span><span style=\"color: #666699;\">Ease of Use<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\"><strong>EngageBay is rated 4.6 out of 5 in G2.<\/strong> <\/span><a href=\"https:\/\/www.g2.com\/products\/engagebay-all-in-one-suite\/reviews\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-24527 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-All-in-One-Suite-Reviews-2022-Details-Pricing-Features-G2-e1656666418370.png\" alt=\"EngageBay ease of use rating\" width=\"1570\" height=\"286\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-All-in-One-Suite-Reviews-2022-Details-Pricing-Features-G2-e1656666418370.png 1570w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-All-in-One-Suite-Reviews-2022-Details-Pricing-Features-G2-e1656666418370-300x55.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-All-in-One-Suite-Reviews-2022-Details-Pricing-Features-G2-e1656666418370-1024x187.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-All-in-One-Suite-Reviews-2022-Details-Pricing-Features-G2-e1656666418370-768x140.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-All-in-One-Suite-Reviews-2022-Details-Pricing-Features-G2-e1656666418370-1536x280.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/EngageBay-All-in-One-Suite-Reviews-2022-Details-Pricing-Features-G2-e1656666418370-595xh.png 595w\" sizes=\"(max-width: 1570px) 100vw, 1570px\" \/><\/a><\/p>\n<p><strong>It has also earned various awards from software review platforms.<\/strong><\/p>\n<figure id=\"attachment_15010\" aria-describedby=\"caption-attachment-15010\" style=\"width: 623px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"wp-image-15010 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-awards.png\" alt=\"engagebay-awards\" width=\"623\" height=\"374\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-awards.png 623w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-awards-300x180.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/08\/engagebay-awards-595xh.png 595w\" sizes=\"(max-width: 623px) 100vw, 623px\" \/><\/a><figcaption id=\"caption-attachment-15010\" class=\"wp-caption-text\"><em>EngageBay awards<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">EngageBay&#8217;s onboarding is free and has very positive reviews. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">The setup is a breeze and needs only two steps to get started.&nbsp;<\/span><span style=\"font-weight: 400;\">As soon as you log in, you get a simple dashboard that lets you see all your customer interactions, marketing campaigns, and deals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once set up, <\/span><span style=\"font-weight: 400;\">you can easily switch between different Marketing, Sales, and Service features from a single dashboard, and there&#8217;s no lag or multiple logins. The names of all features are also super simple and intuitive, so you know exactly what you&#8217;re looking at.<\/span><span style=\"font-size: 16px; font-weight: 400;\">&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-3\"><\/span><span style=\"color: #666699;\">Pricing<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">EngageBay offers a <strong>free CRM for up to 500 contacts.<\/strong> You can subscribe to the paid plans once you have made up your mind.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The pricing plans are slightly different for the All-in-One tool, but Marketing and <a href=\"https:\/\/www.engagebay.com\/crm\/sales-crm\">Sales CRM<\/a> come at very similar pricing. The Service Bay (Live Chat and Helpdesk) is always free.&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Basic plan costs $12.99\/user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Growth plan costs $29.99\/user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pro plan costs $59.99\/user\/month.&nbsp;<\/span><\/li>\n<\/ul>\n<p>EngageBay offers 10% off on annual plans and 20% off on biennial plans. If you have a lot of employees\/users, you can talk to EngageBay&#8217;s sales team and get an even better discount.<\/p>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_EngageBay\"><\/span><span style=\"color: #666699;\">User Reviews of EngageBay<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24550 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_Capterra-e1656654351970.png\" alt=\"EngageBay review on Capterra\" width=\"1920\" height=\"590\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_Capterra-e1656654351970.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_Capterra-e1656654351970-300x92.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_Capterra-e1656654351970-1024x315.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_Capterra-e1656654351970-768x236.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_Capterra-e1656654351970-1536x472.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_Capterra-e1656654351970-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/> <img decoding=\"async\" class=\"aligncenter wp-image-24549 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-e1656654778507.png\" alt=\"EngageBay review on G2\" width=\"1900\" height=\"744\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-e1656654778507.png 1900w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-e1656654778507-300x117.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-e1656654778507-1024x401.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-e1656654778507-768x301.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-e1656654778507-1536x601.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-e1656654778507-595xh.png 595w\" sizes=\"(max-width: 1900px) 100vw, 1900px\" \/> <img decoding=\"async\" class=\"aligncenter wp-image-24548 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825.png\" alt=\"EngageBay review on G2\" width=\"1920\" height=\"768\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-300x120.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-1024x410.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-768x307.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-1536x614.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/EngageBay-positive_G2-1-e1656654939825-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p>&nbsp;<\/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\/marketing-automation-crm\/\">Read also: 9 Amazing Marketing Automation CRM Software [Comparison Table]<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4_Insightly_CRM\"><\/span><span style=\"color: #993300;\">#4. Insightly CRM<\/span><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-12842 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/Insightly.png\" alt=\"Insightly easy to use CRM\" width=\"1349\" height=\"625\" 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: 1349px) 100vw, 1349px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Insightly is a CRM integrated with project management tools designed to improve the workflow and communication between a business and its customers. It comes with a plethora of marketing and sales tools that are ideal for managing deals and pre-sales tasks.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Insightly helps improve the lead management efficiency and more.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-4\"><\/span><span style=\"color: #666699;\">Features<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Lead routing: <\/b><span style=\"font-weight: 400;\">The simple interface makes lead management a breeze. It has a smart routing technology that passes on the leads to the most suitable team member at the right time.&nbsp;&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Custom dashboard: <\/b><span style=\"font-weight: 400;\">Insightly improves sales management with custom dashboards. This helps sales managers and business owners understand where they stand in terms of their revenue as compared to their goals.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;<\/span><b>Mobile app: <\/b><span style=\"font-weight: 400;\">What most CRM solutions lack is a dedicated mobile app. With the Insightly mobile app, you can access customer data from anywhere on-the-go, including leads, deals, opportunities, tasks, and calendars. You can also record audio using the mobile app\u2019s mic.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Integrations: <\/b><span style=\"font-weight: 400;\">You get to integrate with over 250 apps using Insightly.&nbsp;&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Ease_of_Use-3\"><\/span><span style=\"color: #666699;\">Ease of Use&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24529 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Insightly-CRM-Reviews-2022-Details-Pricing-Features-G2.png\" alt=\"Insightly CRM ease of use\" width=\"1715\" height=\"580\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Insightly-CRM-Reviews-2022-Details-Pricing-Features-G2.png 1715w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Insightly-CRM-Reviews-2022-Details-Pricing-Features-G2-300x101.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Insightly-CRM-Reviews-2022-Details-Pricing-Features-G2-1024x346.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Insightly-CRM-Reviews-2022-Details-Pricing-Features-G2-768x260.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Insightly-CRM-Reviews-2022-Details-Pricing-Features-G2-1536x519.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Insightly-CRM-Reviews-2022-Details-Pricing-Features-G2-595xh.png 595w\" sizes=\"(max-width: 1715px) 100vw, 1715px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Insightly dashboard is pretty simple. Since the tool is purely cloud-based, all the users are on the same page. There is a small learning curve with this tool but it won\u2019t take you long to get acquainted.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The best thing is that the tabs and menu bars are easy to spot and well-labeled.&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-4\"><\/span><span style=\"color: #666699;\">Pricing&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Insightly offers three pricing plans subscribed annually and a free plan for up to 2 users.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But, the free plan is limited to only a few useful features. Hence, it is always good to start with a paid plan.&nbsp;<\/span><span style=\"font-weight: 400;\">There is no monthly subscription option with Insightly. For annual subscriptions, the pricing goes like this:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Plus plan costs $29\/user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Professional plan costs $49\/user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced plan costs $99\/user\/month.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_Insightly\"><\/span><span style=\"color: #666699;\">User Reviews of Insightly<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24551 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_Capterra-e1656655200549.png\" alt=\"Insightly user review on Capterra\" width=\"1710\" height=\"726\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_Capterra-e1656655200549.png 1710w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_Capterra-e1656655200549-300x127.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_Capterra-e1656655200549-1024x435.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_Capterra-e1656655200549-768x326.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_Capterra-e1656655200549-1536x652.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_Capterra-e1656655200549-595xh.png 595w\" sizes=\"(max-width: 1710px) 100vw, 1710px\" \/> <img decoding=\"async\" class=\"aligncenter wp-image-24552 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_TrustRadius-e1656655243337.png\" alt=\"Insightly positive review on TrustRadius\" width=\"1646\" height=\"720\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_TrustRadius-e1656655243337.png 1646w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_TrustRadius-e1656655243337-300x131.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_TrustRadius-e1656655243337-1024x448.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_TrustRadius-e1656655243337-768x336.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_TrustRadius-e1656655243337-1536x672.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Insightly-positive_TrustRadius-e1656655243337-595xh.png 595w\" sizes=\"(max-width: 1646px) 100vw, 1646px\" \/><\/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\/\">Insightly Alternatives<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Keap\"><\/span><span style=\"color: #993300;\">#5. Keap<\/span><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13483 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/keap-e1637148065729.png\" alt=\"keap -- easy to use CRM\" width=\"1349\" height=\"529\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/keap-e1637148065729.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/keap-e1637148065729-300x118.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/keap-e1637148065729-1024x402.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/keap-e1637148065729-768x301.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/06\/keap-e1637148065729-595xh.png 595w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Keap (formerly Infusionsoft) is yet another<\/span> top CRM tool for small businesses <span style=\"font-weight: 400;\">that is a breeze to set up. It integrates with over 2,500 software programs for different use cases.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, the CRM solution largely focuses on eCommerce businesses that are looking for various CRM features in one place.&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-5\"><\/span><span style=\"color: #666699;\">Features&nbsp;<\/span><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li><b>Sales &amp; marketing automation: <\/b>Keap has a robust automation builder that uses the \u201cwhen\/then\u201d trigger to create automation.&nbsp; You can set up the automation in less than three minutes by using &#8216;situation&#8217; triggers.<\/li>\n<li><b>Easy reporting &amp; analytics: <\/b>Keap has a custom reporting feature where you can include the metrics that matter the most. With its advanced reporting, you can track business performance and trace your areas of improvement.<\/li>\n<li><b>Lead scoring: <\/b>Like other CRM platforms, Keap uses a tag-based lead scoring system. Depending on the deals in the sales pipeline, the CRM assigns scores to leads to indicate their value in the pipeline.<\/li>\n<li><b>Vast integration: <\/b>Keap integrates with over 2,500 software tools. No other tool connects with as many third-party apps as this one. You can integrate it with various tools for different business needs, like email marketing, lead generation, social media marketing, and others.<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Ease_of_Use-4\"><\/span><span style=\"color: #666699;\">Ease of Use&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24531 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Keap-Reviews-2022-Details-Pricing-Features-G2.png\" alt=\"Keap Reviews ease of use\" width=\"1626\" height=\"489\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Keap-Reviews-2022-Details-Pricing-Features-G2.png 1626w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Keap-Reviews-2022-Details-Pricing-Features-G2-300x90.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Keap-Reviews-2022-Details-Pricing-Features-G2-1024x308.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Keap-Reviews-2022-Details-Pricing-Features-G2-768x231.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Keap-Reviews-2022-Details-Pricing-Features-G2-1536x462.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Keap-Reviews-2022-Details-Pricing-Features-G2-595xh.png 595w\" sizes=\"(max-width: 1626px) 100vw, 1626px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Keap is designed keeping the non-techies in mind. You can set up and start with the dashboard in less than 20 minutes. The onboarding has a customer manager guide you through the entire setup and usability.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you are starting with a new feature in the dashboard, you will have a video tutorial for setting it up. Also, the tool comes with pre-made templates to save your time while adding a new pipeline or using a new feature.&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-5\"><\/span><span style=\"color: #666699;\">Pricing<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>Keap offers a 14-day free trial with the basic features. After the free trial, you can choose between two pricing plans:&nbsp;<\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pro plan, starting at $169\/month for 2 users and 1,500 contacts.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Max plan, starting at $249\/month for 3 users and 2,500 contacts.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">On an annual subscription, you can save up to 20%.&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_Keap\"><\/span><span style=\"color: #666699;\">User Reviews of Keap<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24554 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_TrustRadius-e1656656735196.png\" alt=\"Keap user review on TrustRadius\" width=\"1920\" height=\"830\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_TrustRadius-e1656656735196.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_TrustRadius-e1656656735196-300x130.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_TrustRadius-e1656656735196-1024x443.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_TrustRadius-e1656656735196-768x332.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_TrustRadius-e1656656735196-1536x664.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_TrustRadius-e1656656735196-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/> <img decoding=\"async\" class=\"aligncenter wp-image-24555 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_G2-e1656656765430.png\" alt=\"Keap user review on G2\" width=\"1920\" height=\"825\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_G2-e1656656765430.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_G2-e1656656765430-300x129.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_G2-e1656656765430-1024x440.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_G2-e1656656765430-768x330.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_G2-e1656656765430-1536x660.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Keap-Positive_G2-e1656656765430-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/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-tools-for-architecture-firms\/\">Read also: 9 Best CRM Tools for Architecture Firms<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6_Zoho_CRM\"><\/span><span style=\"color: #993300;\">#6. Zoho CRM<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-12844 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/zoho-crm.png\" alt=\"Zoho CRM easy to use CRM\" width=\"1349\" height=\"625\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/zoho-crm.png 1349w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/zoho-crm-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/zoho-crm-1024x474.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/zoho-crm-768x356.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/04\/zoho-crm-595xh.png 595w\" sizes=\"(max-width: 1349px) 100vw, 1349px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Zoho CRM is one of the top-rated CRM solutions for small and medium-sized businesses of all stripes. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Starting in 2005, Zoho CRM has emerged as a market leader in the CRM industry, serving over 250,000 businesses around the globe.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zoho does offer superb features and an easy-to-use interface. In general, Zoho has focused more on small and medium businesses rather than large organizations.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">From easier contact management to sales forecasting and workflow automation, Zoho CRM offers everything a business might need.&nbsp;&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-6\"><\/span><span style=\"color: #666699;\">Features&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Sales Automation: <\/b>Zoho lets you automate your sales tasks by setting up simple rules for triggers. It&#8217;s easy to set up and effective in reducing the time it takes to perform most sales tasks.<\/li>\n<li><b>Team collaboration: <\/b>This CRM tool makes team collaboration easy thanks to a holistic view of the document library. Admins can manage tasks, restrict the access team members have, and schedule meetings from the dashboard directly.&nbsp;<\/li>\n<li><b>Easy sales pipeline management: <\/b>The sales pipeline tool comes with various features like contact management, lead management, deal management, and account management. Zoho CRM uses a <strong>360-degree dashboard<\/strong> to help you keep track of the pending deals, progressing leads, contact import and export, and lead scoring.<\/li>\n<li><b>Mobile app: <\/b>One <span style=\"font-weight: 400;\">of the major USPs of Zoho CRM is its intuitive mobile app. It lets you find the prospects that are close to your location. <\/span>You get all the real-time progress for your sales, marketing, and customer support team. The mobile app also stores the customer data and keeps digital copies of your documents.<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Ease_of_Use-5\"><\/span><span style=\"color: #666699;\">Ease of Use&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><strong>Zoho CRM is rated 4.0 out of 5 stars by G2 users.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24532 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Zoho-CRM-Reviews-2022-Details-Pricing-Features-G2.png\" alt=\"Zoho CRM Reviews ratings ease of use\" width=\"1898\" height=\"892\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Zoho-CRM-Reviews-2022-Details-Pricing-Features-G2.png 1898w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Zoho-CRM-Reviews-2022-Details-Pricing-Features-G2-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Zoho-CRM-Reviews-2022-Details-Pricing-Features-G2-1024x481.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Zoho-CRM-Reviews-2022-Details-Pricing-Features-G2-768x361.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Zoho-CRM-Reviews-2022-Details-Pricing-Features-G2-1536x722.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Zoho-CRM-Reviews-2022-Details-Pricing-Features-G2-595xh.png 595w\" sizes=\"(max-width: 1898px) 100vw, 1898px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Zoho CRM makes the setup and onboarding simple right from the time you log in.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Though there are various tutorials and guides for onboarding, I doubt if you&#8217;d even need them.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After the setup, Zoho CRM welcomes you with an easy-to-understand user interface. The default dashboard shows you all the tasks that you have marked for the day, your open deals, and the total sales in the month.&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-6\"><\/span><span style=\"color: #666699;\">Pricing&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Zoho CRM has flexible pricing plans. It offers four pricing options and a free plan. The free plan is limited to only 3 users and is available for 30 days.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The pricing options are affordable for small businesses.&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zoho Standard costs $12\/per month&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zoho Professional plan costs $20\/month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zoho Enterprise plan costs $35\/month&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zoho Ultimate costs $45\/month.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">However, when you subscribe to the yearly pricing plan, you can save up to 20%.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_Zoho\"><\/span><span style=\"color: #666699;\">User Reviews of Zoho<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24557 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_G2-e1656657043567.png\" alt=\"Zoho user review on G2\" width=\"1920\" height=\"801\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_G2-e1656657043567.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_G2-e1656657043567-300x125.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_G2-e1656657043567-1024x427.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_G2-e1656657043567-768x320.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_G2-e1656657043567-1536x641.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_G2-e1656657043567-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24556 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_TrustRadius-e1656657073875.png\" alt=\"Zoho user review on TrustRadius\" width=\"1920\" height=\"576\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_TrustRadius-e1656657073875.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_TrustRadius-e1656657073875-300x90.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_TrustRadius-e1656657073875-1024x307.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_TrustRadius-e1656657073875-768x230.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_TrustRadius-e1656657073875-1536x461.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Zoho-Positive_TrustRadius-e1656657073875-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/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-alternatives\/\">Zoho CRM Alternatives<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7_Capsule_CRM\"><\/span><span style=\"color: #993300;\">#7. Capsule CRM<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24533 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Capsule-CRM-best-easy-to-use-CRM.png\" alt=\"Capsule CRM easy to use CRM\" width=\"1898\" height=\"892\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Capsule-CRM-best-easy-to-use-CRM.png 1898w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Capsule-CRM-best-easy-to-use-CRM-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Capsule-CRM-best-easy-to-use-CRM-1024x481.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Capsule-CRM-best-easy-to-use-CRM-768x361.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Capsule-CRM-best-easy-to-use-CRM-1536x722.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Capsule-CRM-best-easy-to-use-CRM-595xh.png 595w\" sizes=\"(max-width: 1898px) 100vw, 1898px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">If you are searching for a CRM solution that comes with basic functionalities and is easy to use, Capsule CRM is a great option. Capsule CRM is perfect for small to midsize businesses that need basic functionality in a cloud-based CRM system.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Capsule CRM isn\u2019t going to blow you away with any advanced features, but it is focused on small B2B businesses that need a no-brainer dashboard.&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-7\"><\/span><span style=\"color: #666699;\">Features<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Contact building: <\/b>Capsule CRM<span style=\"font-weight: 400;\"> can easily import the contacts from your CSV spreadsheet and create new fields for them. <\/span>Once the contacts are migrated to the CRM software, you can easily see all the details in one place. You can also add all the tasks you need to perform for the specific contacts onto their dashboard pages.<\/li>\n<li><b>Cases: <\/b>To make task management easier, Capsule CRM has a central repository for everything; files, deals, notes, contacts, etc. In this central repository, you can make changes to tasks and deals and your team can see them in real-time.<\/li>\n<li><b>Quick reporting: <\/b>The quick and easy-to-read reports make Capsule CRM a delight to use. However, the reporting is available only with the paid versions. Capsule CRM\u2019s reports show your won and lost deals, sales forecasts, trends, and opportunities.<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Ease_of_Use-6\"><\/span><span style=\"color: #666699;\">Ease of Use&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><strong>Capsule CRM has been rated as 8.7 out of 10 stars in TrustRadius with 37 reviews.&nbsp;<\/strong><\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24534 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pros-and-Cons-of-Capsule-CRM-2022.png\" alt=\"Capsule CRM ease of use\" width=\"1920\" height=\"305\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pros-and-Cons-of-Capsule-CRM-2022.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pros-and-Cons-of-Capsule-CRM-2022-300x48.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pros-and-Cons-of-Capsule-CRM-2022-1024x163.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pros-and-Cons-of-Capsule-CRM-2022-768x122.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pros-and-Cons-of-Capsule-CRM-2022-1536x244.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Pros-and-Cons-of-Capsule-CRM-2022-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Capsule CRM has a clean dashboard and this is where it excels over other CRM tools.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can learn about each of the dashboard features by simply clicking on the icons. Dialing up a phone number is as easy as it is on your smartphone.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Overall, Capsule CRM\u2019s dashboard does comes with a slight learning curve, but you won\u2019t find it hard to navigate at all.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-7\"><\/span><span style=\"color: #666699;\">Pricing<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Though Capsule CRM has a free version, it is limited to 2 users, 50 MB of storage, and 250 contacts. The free plan can be a good starting place for solopreneurs who have few contacts but need to organize and manage them well.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The paid plan starts at $18\/user\/month.<\/span><\/p>\n<p><span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Looking for a more flexible solution to HubSpot? Our article on the top HubSpot alternatives will help you find the perfect fit.&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:14915,&quot;3&quot;:{&quot;1&quot;:0},&quot;4&quot;:{&quot;1&quot;:2,&quot;2&quot;:16777215},&quot;9&quot;:0,&quot;12&quot;:0,&quot;14&quot;:{&quot;1&quot;:2,&quot;2&quot;:1907741},&quot;15&quot;:&quot;Slack-Lato, Slack-Fractions, appleLogo, sans-serif&quot;,&quot;16&quot;:11}\">Looking for a more flexible solution to Capsule CRM? Our article on the <a href=\"https:\/\/www.engagebay.com\/blog\/capsule-crm-alternatives\/\">best Capsule CRM alternatives<\/a> will help you find the perfect fit.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_Capsule_CRM\"><\/span><span style=\"color: #666699;\">User Reviews of Capsule CRM<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24559 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_G2-e1656657281346.png\" alt=\"Capsule user review on G2\" width=\"1705\" height=\"784\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_G2-e1656657281346.png 1705w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_G2-e1656657281346-300x138.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_G2-e1656657281346-1024x471.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_G2-e1656657281346-768x353.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_G2-e1656657281346-1536x706.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_G2-e1656657281346-595xh.png 595w\" sizes=\"(max-width: 1705px) 100vw, 1705px\" \/> <img decoding=\"async\" class=\"aligncenter wp-image-24560 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_Capterra-e1656657314446.png\" alt=\"Capsule User review on Capterra\" width=\"1697\" height=\"691\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_Capterra-e1656657314446.png 1697w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_Capterra-e1656657314446-300x122.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_Capterra-e1656657314446-1024x417.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_Capterra-e1656657314446-768x313.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_Capterra-e1656657314446-1536x625.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Capsule-Positive_Capterra-e1656657314446-595xh.png 595w\" sizes=\"(max-width: 1697px) 100vw, 1697px\" \/><\/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\/simple-crm-tools\/\">Read also: 7 Simple CRM Tools for Every Business Reviewed<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"8_Salesflare\"><\/span><span style=\"color: #993300;\">#8. Salesflare&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-20449 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/salesflare.png\" alt=\"salesflare easy to use CRM\" width=\"1791\" height=\"790\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/salesflare.png 1791w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/salesflare-300x132.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/salesflare-1024x452.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/salesflare-768x339.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/salesflare-1536x678.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/salesflare-595xh.png 595w\" sizes=\"(max-width: 1791px) 100vw, 1791px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">If you are looking for a modern design with an easy-to-navigate CRM system, you should consider Salesflare. Launched in 2014, Salesflare focuses on mid-sized businesses and small businesses.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salesflare is slightly different from other CRM solutions in its approach &#8212; it is using artificial intelligence to collect data from a wide range of sources.&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-8\"><\/span><span style=\"color: #666699;\">Features<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Sales pipeline management: <\/b>The visual sales pipeline is one of its best features. When the sales prospects are on the move, the AI running in the background keeps track of all the progress. Salesflare tracks and prioritizes the <a href=\"https:\/\/www.engagebay.com\/blog\/sales-opportunities\/\">sales opportunities<\/a> based on their progress in the funnel.<\/li>\n<li><b>Easier collaboration: <\/b>A holistic view for all team members, keeping everyone in the loop. Anyone from the marketing, sales, and service team can collaborate easily and reduce overall inefficiencies. Makes it easy also to pick up a chat from wherever it ended last.<\/li>\n<li><b>Integrations: <\/b>Salesflare offers a wide range of integrations across various categories including accounting, contact management, customer support software, email marketing, social media marketing, and others.<\/li>\n<li><b>Customer data management: <\/b>Salesflare makes smart use of tagging for contact management. For instance, there are tags like social media influencer, business competitor, advertiser, and so on. This makes it much easier to personalize your messaging for your customers.<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Ease_of_Use-7\"><\/span><span style=\"color: #666699;\">Ease of Use<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24535 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/salesflare-customer-ratings-easy-to-use-CRM.png\" alt=\"Salesflare customer ratings ease of use \" width=\"1920\" height=\"892\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/salesflare-customer-ratings-easy-to-use-CRM.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/salesflare-customer-ratings-easy-to-use-CRM-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/salesflare-customer-ratings-easy-to-use-CRM-1024x476.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/salesflare-customer-ratings-easy-to-use-CRM-768x357.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/salesflare-customer-ratings-easy-to-use-CRM-1536x714.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/salesflare-customer-ratings-easy-to-use-CRM-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Salesflare is easier to set up than most of the CRM solutions that I have listed above.&nbsp;<\/span><span style=\"font-weight: 400;\">The user interface is intuitive and the sales pipeline is super easy to set up.<\/span><\/p>\n<p><span style=\"font-size: 16px; font-weight: 400;\">Even after a plethora of features like management tools, automation resources, and built-in customizations, the whole system is very well organized and simple enough to navigate without help.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-8\"><\/span><span style=\"color: #666699;\">Pricing<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Though Salesflare has no free plan, you can try it free for 14 days. <\/span><span style=\"font-weight: 400;\">It has three pricing plans:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Growth plan costs $35\/user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The Pro plan costs $55\/user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enterprise plan costs $99\/user\/month (billed annually)<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_Salesflare\"><\/span><span style=\"color: #666699;\">User Reviews of Salesflare<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"size-full wp-image-24562 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_Capterra.png\" alt=\"Salesflare user review on Capterra\" width=\"1651\" height=\"668\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_Capterra.png 1651w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_Capterra-300x121.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_Capterra-1024x414.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_Capterra-768x311.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_Capterra-1536x621.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_Capterra-595xh.png 595w\" sizes=\"(max-width: 1651px) 100vw, 1651px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-24563\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_G2.png\" alt=\"Salesflare user review on G2\" width=\"1350\" height=\"619\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_G2.png 1350w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_G2-300x138.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_G2-1024x470.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_G2-768x352.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Salesflare-positive_G2-595xh.png 595w\" sizes=\"(max-width: 1350px) 100vw, 1350px\" \/><\/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\/\">The Best CRM tools for Small Business Owners<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"9_SharpSpring\"><\/span><span style=\"color: #993300;\">#9. SharpSpring&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-17964 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/All-In-One-Revenue-Growth-Platform-SharpSpring.png\" alt=\"SharpSpring easy to use CRM\" width=\"1584\" height=\"739\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/All-In-One-Revenue-Growth-Platform-SharpSpring.png 1584w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/All-In-One-Revenue-Growth-Platform-SharpSpring-300x140.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/All-In-One-Revenue-Growth-Platform-SharpSpring-1024x478.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/All-In-One-Revenue-Growth-Platform-SharpSpring-768x358.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/All-In-One-Revenue-Growth-Platform-SharpSpring-1536x717.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/11\/All-In-One-Revenue-Growth-Platform-SharpSpring-595xh.png 595w\" sizes=\"(max-width: 1584px) 100vw, 1584px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">SharpSpring is a full suite of marketing automation tools built for agencies and medium-sized businesses. Founded in 2012, SharpSpring helps a business increase lead generation, especially that of marketing qualified leads.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-9\"><\/span><span style=\"color: #666699;\">Features<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Email marketing automation: <\/b><span style=\"font-weight: 400;\">It uses a drag-and-drop email builder and offers many email templates to help you create custom emails. You can also create emails for specific subscribers based on their actions.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Landing page builder: <\/b><span style=\"font-weight: 400;\">The drag-and-drop landing page builder works well and the attractive landing page templates are easily customized.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Reliable analytics tool: <\/b><span style=\"font-weight: 400;\">SharpSpring offers detailed analytics and reporting so you can identify business areas where you need improvement. It has reporting for emails, campaigns, social media marketing, and customer behavior.<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Ease_of_Use-8\"><\/span><span style=\"color: #666699;\">Ease of Use&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24536 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/SharpSpring-Marketing-Automation-and-CRM.png\" alt=\"SharpSpring CRM awards ease of use\" width=\"1379\" height=\"233\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/SharpSpring-Marketing-Automation-and-CRM.png 1379w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/SharpSpring-Marketing-Automation-and-CRM-300x51.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/SharpSpring-Marketing-Automation-and-CRM-1024x173.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/SharpSpring-Marketing-Automation-and-CRM-768x130.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/SharpSpring-Marketing-Automation-and-CRM-595xh.png 595w\" sizes=\"(max-width: 1379px) 100vw, 1379px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">SharpSpring&#8217;s dashboard can be slightly sluggish in the beginning but you get access to every feature in one place. It is like a workstation for marketers to do their job more efficiently.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether you want to track the lifeline of a lead or create a powerful sales pipeline, SharpSpring makes it look easy. You can set up automation without having to understand much about how it works.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-9\"><\/span><span style=\"color: #666699;\">Pricing<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">SharpSpring offers a free demo before you start with the paid subscription. However, SharpSpring is pricey and I would not recommend it unless you have a big budget.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The pricing depends on the number of contacts you have:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">$449\/month for 1,000 contacts&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">$999\/month for 10,000 contacts&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">$1,449\/month for 20,000<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You also have options to choose from a 3-month or 1-year plan that can save up to 20%.&nbsp;<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_SharpSpring\"><\/span><span style=\"color: #666699;\">User Reviews of SharpSpring<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24564 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-1.png\" alt=\"SharpSpring user review on Capterra\" width=\"1920\" height=\"1080\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-1.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-1-300x169.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-1-1024x576.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-1-768x432.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-1-1536x864.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-1-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/> <img decoding=\"async\" class=\"aligncenter wp-image-24565 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-e1656658217837.png\" alt=\"SharpSpring user review on Capterra\" width=\"1920\" height=\"830\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-e1656658217837.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-e1656658217837-300x130.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-e1656658217837-1024x443.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-e1656658217837-768x332.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-e1656658217837-1536x664.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/SharpSpring-positive-Capterra-e1656658217837-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/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\/sharpspring-alternatives\/\">SharpSpring Alternatives<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"10_Freshsales\"><\/span><span style=\"color: #993300;\">#10. Freshsales&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24537 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshworks-easiest-to-use-CRMs.png\" alt=\"Freshworks easiest to use CRMs\" width=\"1920\" height=\"892\"><\/p>\n<p><span style=\"font-weight: 400;\">Freshsales (previously known as Freshworks CRM) is built for salespeople to gather valuable data and nurture customer relationships. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This CRM solution is AI-powered and makes sales forecasting and predictive analysis quite easy.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Features-10\"><\/span><span style=\"color: #666699;\">Features<span style=\"font-weight: 400;\">&nbsp;<\/span><\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><b>Freddy AI: <\/b><span style=\"font-weight: 400;\">Freshsales has an &#8216;AI assistant&#8217; called Freddy AI to help businesses predict their sales, schedule meetings, close deals at the right time, and guide leads through the pipeline.&nbsp;<\/span><\/li>\n<li><b>Seamless communication: <\/b><span style=\"font-weight: 400;\">Freshsales leverages the email integration feature to track email communications and a chat feature to gather leads from the website visitors. Whether you are using Zoom for meetings or WhatsApp for business, you can do it all from one place.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Mobile application:<\/b> Freshsales <span style=\"font-weight: 400;\">has a dedicated mobile application for Android as well as for iOS users. Using the mobile app, you can close deals, manage your contacts, and grab new sales opportunities.&nbsp;<\/span><\/li>\n<li><b>Integrations: <\/b><span style=\"font-weight: 400;\">Freshsales offers third-party integrations as well as API integrations with popular tools like Mailchimp, HubSpot, PandaDoc, DocuSign, Trello, Xero, QuickBooks, and Outlook.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Ease_of_Use-9\"><\/span><span style=\"color: #666699;\">Ease of Use&nbsp;<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24538 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshsales-Reviews-2022-Capterra.png\" alt=\"Freshsales Reviews ease of use\" width=\"1891\" height=\"690\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshsales-Reviews-2022-Capterra.png 1891w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshsales-Reviews-2022-Capterra-300x109.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshsales-Reviews-2022-Capterra-1024x374.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshsales-Reviews-2022-Capterra-768x280.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshsales-Reviews-2022-Capterra-1536x560.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshsales-Reviews-2022-Capterra-595xh.png 595w\" sizes=\"(max-width: 1891px) 100vw, 1891px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">I wouldn\u2019t rate Freshsales the easiest to use but once you get familiar with the software, you can speed things up. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">The software has nice pop-ups that guide you through the entire process of how to set up and use this CRM system.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Pricing-10\"><\/span><span style=\"color: #666699;\">Pricing<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Freshsales has a free plan that comes with features like contact management, account management, data import and export, and a mobile app.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you need more advanced features, there are three pricing plans:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Growth plan costs $15\/user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pro plan costs $39\/user\/month.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enterprise plan costs $69\/user\/month&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"User_Reviews_of_Freshsales\"><\/span><span style=\"color: #666699;\">User Reviews of Freshsales<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-24566 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_SoftwareAdvice-e1656658552565.png\" alt=\"Freshworks user review on SoftwareAdvice\" width=\"1920\" height=\"777\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_SoftwareAdvice-e1656658552565.png 1920w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_SoftwareAdvice-e1656658552565-300x121.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_SoftwareAdvice-e1656658552565-1024x414.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_SoftwareAdvice-e1656658552565-768x311.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_SoftwareAdvice-e1656658552565-1536x622.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_SoftwareAdvice-e1656658552565-595xh.png 595w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/> <img decoding=\"async\" class=\"aligncenter wp-image-24567 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_G2-e1656658586972.png\" alt=\"Freshworks user review on G2\" width=\"1638\" height=\"753\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_G2-e1656658586972.png 1638w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_G2-e1656658586972-300x138.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_G2-e1656658586972-1024x471.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_G2-e1656658586972-768x353.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_G2-e1656658586972-1536x706.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/07\/Freshworks-positive_G2-e1656658586972-595xh.png 595w\" sizes=\"(max-width: 1638px) 100vw, 1638px\" \/><\/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-for-sales-reps\/\">Read also: A Close Look At The Top 8 CRM Tools For Sales Reps<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span style=\"color: #339966;\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">With plenty of options in the market already, choosing the <\/span>right CRM<span style=\"font-weight: 400;\"> solution can be an uphill task for business owners and sales managers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zoho CRM, EngageBay, and Pipedrive are my top favorites as the easiest-to-use CRM tools.&nbsp;<\/span><\/p>\n<p>EngageBay offers the best value for money of them all, while Zoho has more advanced features and Pipedrive is best for a focus on sales CRM automation.<\/p>\n<p><b>If you want to get started with EngageBay, you can <a href=\"https:\/\/app.engagebay.com\/signup\">sign up<\/a> for free.&nbsp;<\/b><\/p>\n<p>\ud83d\udc49<span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Ready to skyrocket your travel agency's growth? Uncover the top CRM software solutions in our detailed guide! \ud83d\ude80&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:14851,&quot;3&quot;:{&quot;1&quot;:0},&quot;4&quot;:{&quot;1&quot;:2,&quot;2&quot;:16250872},&quot;12&quot;:0,&quot;14&quot;:{&quot;1&quot;:2,&quot;2&quot;:3621201},&quot;15&quot;:&quot;S\u00f6hne, ui-sans-serif, system-ui, -apple-system, \\&quot;Segoe UI\\&quot;, Roboto, Ubuntu, Cantarell, \\&quot;Noto Sans\\&quot;, sans-serif, \\&quot;Helvetica Neue\\&quot;, Arial, \\&quot;Apple Color Emoji\\&quot;, \\&quot;Segoe UI Emoji\\&quot;, \\&quot;Segoe UI Symbol\\&quot;, \\&quot;Noto Color Emoji\\&quot;&quot;,&quot;16&quot;:12}\">Ready to skyrocket your travel agency&#8217;s growth? 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