{"id":50849,"date":"2024-09-30T11:21:40","date_gmt":"2024-09-30T11:21:40","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=50849"},"modified":"2026-04-21T10:40:48","modified_gmt":"2026-04-21T10:40:48","slug":"best-account-management-software","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/best-account-management-software\/","title":{"rendered":"12 Best Account Management Software Reviewed"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Account management software helps you centralize customer information, prioritize leads, and make your customer support and sales processes more efficient by:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Organizing leads and tracking sales opportunities<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integrating communication channels for consistent messaging<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Presenting a visual representation of deals, progression, and stages for more effective follow-up<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Consolidating numerous contacts under a unified customer account<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Automating the above processes with account management software saves you time, especially as you scale your business. It also protects you from the potential costs of losing clients and <a href=\"https:\/\/www.engagebay.com\/blog\/sales-opportunities\/\">sales opportunities<\/a> due to an inefficient <a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\">sales process<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you&#8217;re looking for account management software, you\u2019ve come to the right place. <\/span><span style=\"font-weight: 400;\">This article covers 12 of the best account management software and why they&#8217;re so popular.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s dive in!<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/best-account-management-software\/#What_is_Account_Management_Software_and_Why_is_it_Important\" >What is Account Management Software, and Why is it Important?&nbsp;<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/best-account-management-software\/#Account_Management_Software_Checklist\" >Account Management Software Checklist<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/best-account-management-software\/#12_Best_Account_Management_Software_for_SDRs\" >12 Best Account Management Software for SDRs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/best-account-management-software\/#How_To_Evaluate_Account_Management_Software\" >How To Evaluate Account Management Software<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/best-account-management-software\/#Wrap_Up\" >Wrap Up<\/a><\/li><\/ul><\/nav><\/div>\n\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_is_Account_Management_Software_and_Why_is_it_Important\"><\/span><span style=\"color: #339966;\"><b>What is Account Management Software, and Why is it Important?&nbsp;<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Account management software solutions help you automate your sales, marketing, and customer support efforts, making them more efficient. This helps improve client retention and, ultimately, increase sales revenue.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To help you better understand this, let&#8217;s use this scenario.&nbsp;<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>Problem<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Adams, an account manager, faces challenges with organizing client information, tracking sales progress, and maintaining effective communication with clients. This has caused him to miss several <a href=\"https:\/\/www.engagebay.com\/blog\/sales-opportunities\/\">sales opportunities<\/a> and record lower month-on-month customer retention rates each month.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>Solution<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">He signed up for account management software to help him streamline his operations and manage clients more efficiently. With the account management software, he can do the following:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Centralize clients&#8217; details and company information.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Move prospects through various <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-stages\/\">sales pipeline stages<\/a> and track the progress of each potential client from initial contact to final deal closure.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Log interactions with clients\u2014emails, calls, and meetings for review before contacting the client again.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Schedule follow-up activities, set reminders, and assign tasks.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Generate reports from the software to analyze his month-on-month sales performance.&nbsp;<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #993300;\"><b>Result<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">After six months of using account management software, Adams is making serious headway and has seen significant results in the following areas.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Improved operational efficiency:<\/b><span style=\"font-weight: 400;\"> With client information centralized, Adams can now manage multiple client interactions and track progress from a dashboard.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Better lead management and sales opportunities:<\/b><span style=\"font-weight: 400;\"> By tracking the sales pipeline and identifying bottlenecks where prospects may stall, Adams has been able to optimize his <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-vs-sales-funnel\/\">sales funnel<\/a>, prioritize leads, and focus efforts on leads with higher conversion potential.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Increased client retention and business revenue: <\/b><span style=\"font-weight: 400;\">With a stored client interaction history, Adams better understands individual clients&#8217; needs and personalizes communication. The task management features ensure Adams doesn&#8217;t miss essential deadlines, preventing deals from slipping through the cracks.&nbsp;<\/span><\/li>\n<\/ul>\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=\"Account_Management_Software_Checklist\"><\/span><span style=\"color: #339966;\"><b>Account Management Software Checklist<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If you\u2019re like Adams, looking for a functional tool to solve your business needs, then not just any tools can work. There are certain features every account manager should look out for, and they include the following.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>Contact management<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This feature is crucial to organize and track customer or lead information. Some elements of this feature include contact information, tags or categories, and communication history.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>Sales pipeline management<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This is crucial in structuring and visualizing sales opportunities, directing you toward the most promising leads. With the sales pipeline management feature, your sales process becomes more efficient, crucial for sustained business growth.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>Integration capabilities<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As a business owner, you want the flexibility to pick the best tools for some aspects of your business operation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By choosing an account management software with integration capabilities, you have a toolkit full of the best gear, ensuring each job is done brilliantly while staying connected to the whole system.<\/span><span style=\"font-weight: 400;\">&nbsp;<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>Reporting and analytics<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Reporting and analytics involve data and visualization tools to gain insights into the different aspects of customer health. People look out for this feature because it helps analyze customer behavior, <a href=\"https:\/\/www.engagebay.com\/blog\/sales-kpi\/\">track key metrics<\/a>, and analyze deals and sales pipelines. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This feature empowers you to make data-driven decisions for business growth.&nbsp;<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>Workflow automation<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Purchasing software aims to reduce the rate of manual effort required for any operation. It is important to look out for automation capabilities because it helps to improve efficiency, minimize errors, and ensure that your account management process is consistently executed.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>Customer support<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When you sign up for a new tool, in this case, an account management software, chances are excellent that you\u2019ll need assistance at some point or another when using the tool.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When such a need arises, which would you prefer, a <a href=\"https:\/\/www.engagebay.com\/blog\/customer-service-tips\/\">customer service<\/a> that responds to your query promptly and politely or one that takes a long time to respond and gives you a shabby response?&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So, you see why customer support is important when deciding on account management software.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/account-based-marketing-vs-marketing-automation\/\">Read also: Account-Based Marketing vs Marketing Automation: A Guide<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"12_Best_Account_Management_Software_for_SDRs\"><\/span><span style=\"color: #339966;\"><b>12 Best Account Management Software for SDRs<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Many software solutions make sense for account management. However, we have considered the top features people look for when deciding on account management software. Here&#8217;s a detailed review of each tool, with its top features, pros, cons, pricing, and user ratings. The tools discussed in this blog post are as follows:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">EngageBay<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">HubSpot<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pipedrive<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Calendly<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Bitrix24<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Freshsales<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Monday Sales CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Revamp CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Capsule CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zendesk Sell<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Salesforce Sales Cloud<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">To give you an overview of the tools, I have made a table containing the unique features, user ratings, and starting prices of these account management software tools.<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Account management software<\/b><\/span><\/td>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Starting price<\/b><\/span><\/td>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Unique features<\/b><\/span><\/td>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Free plan<\/b><\/span><\/td>\n<td style=\"text-align: center;\"><span style=\"color: #666699;\"><b>Overall rating (G2)<\/b><\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">EngageBay<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$13.79<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Sales pipeline management, contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">9.2<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">HubSpot Sales Hub<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$18<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Account-based marketing, sales analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">8.8<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Pipedrive<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$9.90<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Pipeline visualization, contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">8.4<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$12<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Inventory management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">8.0<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Calendly<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$10<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Calendar rescheduling<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">9.4<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Bitrix24<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$49<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Project management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">8.2<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Freshsales<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$15<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Account and deal management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">9.0<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Monday sales CRM<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$10<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lead scoring, enterprise-scale automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">9.2<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Revamp CRM<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$7<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lead segmentation, workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">8.6<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Capsule CRM<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$18<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Task and calendar<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">9.0<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Zendesk Sell<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$19<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Smart lists and templates<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">8.2<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Salesforce Sales Cloud<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$25<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Contact management, marketing automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">8.6<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">Let\u2019s take a detailed look at each tool.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>1. EngageBay<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-48963\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png\" alt=\"Sales funnel analytics in EngageBay\" width=\"1775\" height=\"759\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4.png 1775w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-300x128.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-1024x438.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-768x328.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-4-1536x657.png 1536w\" sizes=\"(max-width: 1775px) 100vw, 1775px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">The first software on this list is <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Looking for comprehensive account management software for solopreneurs, small teams, and larger corporations\u2014EngageBay is an excellent choice.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Its <\/span><span style=\"font-weight: 400;\">sales pipeline <\/span><span style=\"font-weight: 400;\">enables you to know where your sales are at each pipeline stage for individual customers; this way, you can decide which deals are a priority and allocate resources to them as required.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On a team level, you get a holistic view of every sales rep\u2019s work activity and how close they are to achieving their targets. You can also track how long it takes to move opportunities between stages. This information is crucial for revenue projections and gauging your sales team&#8217;s performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay is designed to streamline your sales process from lead generation to closing deals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With its interaction tracking feature, you can keep track of your deals and interactions for all accounts under your control. The data obtained from the tracking is reported and analyzed to give insights on how to manage your accounts further.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay\u2019s segmentation feature can also help you to divide and group similar accounts for seamless communication.<\/span><\/p>\n<figure id=\"attachment_19405\" aria-describedby=\"caption-attachment-19405\" style=\"width: 1202px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free.png\"><img decoding=\"async\" class=\"size-full wp-image-19405\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free.png\" alt=\"EngageBay features\" width=\"1202\" height=\"789\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free.png 1202w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-300x197.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-1024x672.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-768x504.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-595xh.png 595w\" sizes=\"(max-width: 1202px) 100vw, 1202px\" \/><\/a><figcaption id=\"caption-attachment-19405\" class=\"wp-caption-text\"><em>EngageBay features<\/em><\/figcaption><\/figure>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">EngageBay account management software has many other key features, including:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Calendar with reminders<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task management<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Referral tracking<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>EngageBay\u2019s Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">EngageBay has four available pricing plans &#8211; <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Basic<\/b><span style=\"font-weight: 400;\">, <\/span><b>Growth<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Pro<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h5><span style=\"color: #808080;\"><b>Free<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $0.00\/month, billed annually. The features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">250&nbsp; contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\"><span style=\"font-weight: 400;\">Email marketing<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Autoresponders<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email broadcasters<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sequences&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Landing pages<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Live chat and Helpdesk<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Basic<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $13.79\/month, billed annually. The features in the basic plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">500 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email templates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Web popups<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Landing page builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-model\/\"><span style=\"font-weight: 400;\">Lead scoring<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">3rd party integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tag manager<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Growth<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $59.79\/month, billed annually. The features of the Growth plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">5,000 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\"><span style=\"font-weight: 400;\">Marketing automation<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Service automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom domain<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Call records<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Landing page A\/B testing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Push notifications<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Pro<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $110.39\/month, billed annually. The features in the Pro plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing automation&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Dedicated account manager<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Role management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Web analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Phone support<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Free migration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The free plan is feature-packed<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/service\/free-live-chat-software\">Free live chat<\/a> on all pricing plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It is an all-in-one suite<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">SMB-friendly pricing<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Predictive lead scoring is not available in the free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Webinar features and landing pages do not support reusable headers and footers<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall: 9.2\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 9.1\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 9.1\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><strong>Features Checklist<\/strong><\/td>\n<td style=\"text-align: center;\"><b>EngageBay<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">In-depth <\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes&nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Responsive&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span data-sheets-root=\"1\">\ud83d\udc49<em>If you&#8217;re considering switching from Keap, you might find our <a href=\"https:\/\/www.engagebay.com\/blog\/keap-infusionsoft-alternatives\/\">Keap (Infusionsoft) Alternatives<\/a> guide helpful.<\/em><\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>2. HubSpot Sales Hub<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-Sales-Hub.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50852 \" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-Sales-Hub.png\" alt=\"HubSpot Sales Hub\" width=\"692\" height=\"343\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-Sales-Hub.png 1695w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-Sales-Hub-300x149.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-Sales-Hub-1024x507.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-Sales-Hub-768x381.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/HubSpot-Sales-Hub-1536x761.png 1536w\" sizes=\"(max-width: 692px) 100vw, 692px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.hubspot.com\/products\/sales?hubs_content=www.hubspot.com%2F&amp;hubs_content-cta=nav-software-sales\"><span style=\"font-weight: 400;\">HubSpot Sales Hub<\/span><\/a><span style=\"font-weight: 400;\"> is a cloud-based software that helps companies of all sizes to track and nurture leads and analyze business metrics. It is a powerful and easy-to-use tool that includes features like robust <a href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis\/\">sales analytics<\/a>, configure-price-quote (CPQ) functionality, contact management, and reporting analytics for account management.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">HubSpot owns other products. However, Sales Hub is a suitable tool for the management of accounts. This is because it helps your sales and accounting to analyze your <a href=\"https:\/\/www.engagebay.com\/blog\/customer-data-management\/\">customer data<\/a>, maintain relationships, and keep track of account behavior.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With HubSpot Sales Hub\u2019s integration feature, you can integrate HubSpot Service Hub to enhance positive customer experience in your account management process.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">HubSpot Sales Hub has other key features, which include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales document management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">AI conversion insights<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mobile user support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact and account management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Opportunity and pipeline management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task management<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>HubSpot Sales Hub\u2019s Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">This account management software has four available <a href=\"https:\/\/www.engagebay.com\/blog\/hubspot-pricing\/\">pricing plans<\/a> &#8211; <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Starter<\/b><span style=\"font-weight: 400;\">, <\/span><b>Professional<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h5><span style=\"color: #808080;\"><b>Free<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $0.00\/month, billed annually. The features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact website activity<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">App marketplace integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom support form fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ad management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting dashboard<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email tracking and notifications<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom properties<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Messenger integration<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Starter<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $18\/month, billed annually. Features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Simple deal automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Stripe integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Conversion routing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Rep productivity and performance routing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email and in-app support<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Professional<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $450\/month, billed annually. Features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the starter plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Standard contact scoring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Record customization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Company scoring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Account overview<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Slack integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/email-sequence-software\/\"><span style=\"font-weight: 400;\">Email sequences<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Smart send times<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Enterprise<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $1,500\/month, billed annually. Features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the professional plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Predictive lead scoring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Quote-based workflow<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Recurring revenue tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Call transcription<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Conversation intelligence<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Webhooks<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Real-time lead behavior notification<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Personalized email sequences<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Its core <a href=\"https:\/\/www.engagebay.com\/products\/crm\">CRM software is free<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Superb integrations<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">There\u2019s no A\/B testing on lower packages<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It gets expensive quickly<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 8.8\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 8.7\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of set up: 8.4\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><b>Features Checklist<\/b><\/td>\n<td style=\"text-align: center;\"><b>HubSpot Sales Hub<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Built-in<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Responsive&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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\/is-hubspot-worth-it\/\">Read also: Is HubSpot Worth It? In-depth Review for Small Businesses<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>3. Pipedrive<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50853\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2.png\" alt=\"Pipedrive\" width=\"696\" height=\"331\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2.png 1794w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-300x143.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1024x487.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-768x365.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1536x730.png 1536w\" sizes=\"(max-width: 696px) 100vw, 696px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"http:\/\/www.pipedrive.com\">Pipedrive<\/a> is a slick software built around activity-based selling, ranging from cross-selling to <a href=\"https:\/\/www.engagebay.com\/blog\/upselling-techniques\/\">upselling<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As a software, Pipedrive\u2019s people and organization management feature helps you to keep track of your contacts at every point effectively. It stores and manages your contact information for your clients and customers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The software&#8217;s customization feature helps you align the stages of your sales with your account management. With its robust, user-friendly interface, you can see the progress of your deals with complete details for the next actionable items.&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Pipedrive has other key features, which include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Real-time reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pipeline visibility<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/sales-automation-process\/\"><span style=\"font-weight: 400;\">Sales automation<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact history<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pipedrive\u2019s Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Pipedrive has five available <a href=\"https:\/\/www.engagebay.com\/blog\/pipedrive-pricing\/\">pricing plans<\/a> &#8211; <\/span><b>Essential<\/b><span style=\"font-weight: 400;\">, <\/span><b>Advanced<\/b><span style=\"font-weight: 400;\">, <\/span><b>Professional<\/b><span style=\"font-weight: 400;\">, <\/span><b>Power<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h5><span style=\"color: #808080;\"><b>Essential<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $9.90\/month, billed annually. Features in the <\/span><b>Essential<\/b><span style=\"font-weight: 400;\"> plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead and deal management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable pipeline<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">People and organization management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Calendar view and activity management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">400+ integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Product catalog<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Data duplicate detection<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting on user and sales activity<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Advanced<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $19.90\/month, billed annually. Features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Two-way email sync<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email open and click tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Video scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Two-factor authentication<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">24\/7 live chat support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom email templates<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Professional<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $39.90\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in Advanced<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Deal card optimization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Activity reminder notification<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Real-time sync across all devices<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited insights from dashboards<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Document and contract management with e-signature<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Power<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $49.90\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the professional plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Project planning, tracking, and delivery<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Phone support and CRM implementation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Scalable control of account permissions and variables<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Enterprise<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $59.90\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in Power<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enhanced security preferences<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited reports and customization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">100 active workflow automation<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited, customizable pipelines<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Machine learning-powered sales assistant for all plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow automation for all plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Autofill contact info feature for high-tier plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Built-in telephony feature on most plans<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">No free plan is available<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited custom field and reports on most plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Phone support only on the highest tier<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 8.4\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 8.9\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 8.7\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><strong>Features Checklist<\/strong><\/td>\n<td style=\"text-align: center;\"><b>Pipedrive<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes&nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">In-depth<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Needs improvement&nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span style=\"color: #993300;\"><b>4. Zoho CRM<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50854\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM.png\" alt=\"Zoho CRM\" width=\"697\" height=\"334\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM.png 1867w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-300x144.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-1024x491.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-768x369.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-1536x737.png 1536w\" sizes=\"(max-width: 697px) 100vw, 697px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.zoho.com\/crm\/account-management.html\"><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/a><span style=\"font-weight: 400;\"> is a cloud-based account management software. It is a comprehensive and user-friendly option with many features for managing and nurturing customer relationships.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As an account management software, Zoho CRM helps you to keep all existing accounts under your control for client retention and engagement. This is possible with its contact and account management feature.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Its built-in inventory management helps you to keep track of every transaction. This account management software also has analytical tools that provide insights into your most valuable accounts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Zoho CRM, you can respond to customers across channels in real-time via its omnichannel feature. Real-time communication helps you retain customers by focusing on <a href=\"https:\/\/www.engagebay.com\/blog\/customer-retention-strategies\/\">strategies to reduce churn<\/a>, which is cost-effective compared to acquiring new customers.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Zoho CRM software has other key features, which include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Canvas Design Studio<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Journey builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\"><span style=\"font-weight: 400;\">Customer segmentation<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing attribution<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Predictive sales<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Zoho CRM\u2019s Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Zoho CRM has five available pricing plans &#8211; <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Standard<\/b><span style=\"font-weight: 400;\">, <\/span><b>Professional<\/b><span style=\"font-weight: 400;\">, <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Ultimate.<\/b><\/p>\n<h5><span style=\"color: #808080;\"><b>Free<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan is free, and the features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Leads, contacts, and accounts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Web forms<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom list views<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Page customization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integration with Facebook, Twitter, and Google+<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Standard<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $12\/month, billed annually. Features in the Standard plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multiple pipelines<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Charts and KPIs<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/sales-forecasting-tools\/\"><span style=\"font-weight: 400;\">Sales forecasting<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Call center connectors<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow rules<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email insights<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales forecasting<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Professional<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $20\/month, billed annually. Features in the Professional plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales signals<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Inventory management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Google Ads integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited records<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Blueprint &#8211; process management<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Enterprise<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $35\/month, billed annually. Features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Webhooks<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom sales signals<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multiple currencies<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Analytics mobile app<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">AI Sales forecasting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Communication<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Ultimate<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $45\/month, billed annually. Features in the Ultimate Plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Data encryption<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Webform analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Predefined dashboards<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow rules<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything available in the enterprise plan<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros&nbsp;<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Free trial available on all pricing plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automation on all pricing plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Affordable pricing plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multiple integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mobile app<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited custom fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">No integration feature is available for the free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">AI feature is not available in low pricing tiers<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 8.0\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 8.2\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 7.7\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><b>Features Checklist<\/b><\/td>\n<td style=\"text-align: center;\"><b>Zoho CRM<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">In-depth<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Built-in&nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Needs improvement&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/zoho-vs-hubspot-vs-engagebay\/\">Read also: CRM Functionality: Zoho vs HubSpot vs EngageBay<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>5. Calendly<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Calendly.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50861\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Calendly.png\" alt=\"Account management software\" width=\"699\" height=\"330\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Calendly.png 1773w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Calendly-300x142.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Calendly-1024x483.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Calendly-768x363.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Calendly-1536x725.png 1536w\" sizes=\"(max-width: 699px) 100vw, 699px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">The fifth tool on our list, <\/span><a href=\"https:\/\/calendly.com\/\"><span style=\"font-weight: 400;\">Calendly<\/span><\/a><span style=\"font-weight: 400;\">, is a scheduling tool for businesses of different sizes, ranging from entrepreneurs to SMEs. The software makes it easy to focus on more severe tasks while reducing administrative scheduling tasks.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As an account manager, Calendly is packed with features to help you with the strenuous task of managing accounts. How?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With features like email scheduling that help you to share your availability with clients whose accounts are under your control, you won\u2019t have to worry about keeping up with your clients. They can see when you&#8217;re available and work with you.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For meetings, the software\u2019s automated follow-up feature keeps you in touch with clients even after the conference via emails and reminders. Calendly is a stable ship that will help you navigate the waters of your relationship with prospective and existing clients.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Calendly has other key features, which include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">100+ app integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Form builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Timezone detection<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Rescheduling<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/email-templates\"><span style=\"font-weight: 400;\">Email templates<\/span><\/a><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Calendly\u2019s Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Calendly has four available pricing plans &#8211; <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Standard<\/b><span style=\"font-weight: 400;\">, <\/span><b>Team<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h5><span style=\"color: #808080;\"><b>Free<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $0\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">One event type<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Personalized booking link<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated event notifications<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable booking links and page branding<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Embed scheduling on your site<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Standard<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $10\/month, billed annually, and the features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">24\/7 live chat support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integrations with Paypal, HubSpot, and hundreds more<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multiple calendars for availability and scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reminders, re-confirmation requests, and other workflows<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited event type<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Teams<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $16\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything available in the Standard plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Create round-robin event<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Route leads with Marketo or HubSpot forms<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Connect to Salesforce to flow meeting data into the CRM<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Enterprise<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan does not have a designated cost, requiring you to contact Calendly\u2019s sales team to sign up.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">User-friendly interface that allows for easy navigation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reduces confusion by automatically adjusting time zones<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Seamless integration with tools like <\/span><span style=\"font-weight: 400;\">Zoom<\/span><span style=\"font-weight: 400;\"> and <\/span><span style=\"font-weight: 400;\">Microsoft Teams<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy for clients to set up and schedule meetings<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Not designed for recurring bookings<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The free version does not come with <a href=\"https:\/\/www.engagebay.com\/blog\/meeting-reminder-email-templates\/\">email reminders<\/a>, has limited plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Can be costly for larger teams<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Steep learning curve<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited customization<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 9.4\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 9.3\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 9.1\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><strong>Features Checklist<\/strong><\/td>\n<td style=\"text-align: center;\"><b>Calendly<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Limited<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td>Pipeline management<\/td>\n<td><span style=\"font-weight: 400;\">Add-on<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Responsive&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span style=\"color: #993300;\"><b>6. Bitrix24<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Bitrix24.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50860\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Bitrix24.png\" alt=\"Bitrix24\" width=\"696\" height=\"298\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Bitrix24.png 1893w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Bitrix24-300x128.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Bitrix24-1024x438.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Bitrix24-768x329.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Bitrix24-1536x657.png 1536w\" sizes=\"(max-width: 696px) 100vw, 696px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Bitrix24<\/span><span style=\"font-weight: 400;\"> is a unique account management software focusing on customer relationships and project management. Its width of focus makes it a good choice for managing interactions with clients and leads via its robust CRM feature.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With its reporting tool, <\/span><a href=\"https:\/\/www.bitrix24.com\/?utm_source=google&amp;utm_medium=cpc&amp;utm_campaign=20496891117-153490695592&amp;gad_source=1&amp;gclid=EAIaIQobChMIjaDo74PBggMVw-PtCh3Kmwu-EAAYAyAAEgK2mfD_BwE\"><span style=\"font-weight: 400;\">Bitrix24<\/span><\/a><span style=\"font-weight: 400;\"> helps you track your efforts. <a href=\"https:\/\/www.engagebay.com\/blog\/customer-engagement-metrics\/\">Metrics like customer lifetime value<\/a>, customer retention cost, and customer churn rate are tracked and analyzed to provide insights that positively affect your workflow as an account manager.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, communicating with your clients and teams is easy with the software\u2019s live chat, <a href=\"https:\/\/trueconf.com\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">video conferencing<\/a>, and <a href=\"https:\/\/www.engagebay.com\/blog\/free-project-management-tools\/\">project management<\/a> features. In addition, the software allows for cross-integrations with other tools, like Kanban board, to allow for a seamless workflow.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Bitrix24 has other key features, which include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mobile accessibility<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Real-time reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">AI predictions<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Document sharing<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Bitrix24 Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Bitrix24 account management software has four unique plans &#8211;&nbsp; <\/span><b>Basic<\/b><span style=\"font-weight: 400;\">, <\/span><b>Standard<\/b><span style=\"font-weight: 400;\">, <\/span><b>Professional<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h5><span style=\"color: #808080;\"><b>Free<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan is free, and the features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited deals and contact<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">5 GB website storage&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact center<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Product catalog<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automatically track customer journey inside CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automatic dialer<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Basic<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $49\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">24 GB website storage<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Client analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Report builder<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Client call recordings<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRM analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRM document templates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Document generator<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Project management<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Standard<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $99\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited leads<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">100 GB website storage<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Analytics reports for channels<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Activity stream workflows<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integration with Drive<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom duplicate control master<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales and marketing automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRM access log<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Professional<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $199\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in Standard<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automation of tasks and projects<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated ad management&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Business process automation in CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/crm-integration\/\"><span style=\"font-weight: 400;\">CRM integration<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Worktime tracking 2.0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Project templates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">1024 GB website storage<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Enterprise<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $399\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in Professional<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Bitrix24 Market (600+ apps)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Google Analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer segmentation in CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">SLA guarantee<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Data encryption<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited free trial<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales pipeline management templates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Wide range of features across all pricing plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Constant notification of opportunities, tasks, and activities<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Complex user interface<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">More expensive than leading competitors<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Steep learning curve<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 8.2\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 7.9\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 7.5\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><strong>Features Checklist<\/strong><\/td>\n<td style=\"text-align: center;\"><b>Bitrix24<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Limited<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes&nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Needs improvement<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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\/bitrix24-alternatives\/\">Read also: Bitrix24 Alternatives For Customer Engagement and Sales<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>7. Freshsales<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Freshsales.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50859\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Freshsales.png\" alt=\"Freshsales\" width=\"697\" height=\"287\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Freshsales.png 1893w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Freshsales-300x124.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Freshsales-1024x422.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Freshsales-768x316.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Freshsales-1536x633.png 1536w\" sizes=\"(max-width: 697px) 100vw, 697px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.freshworks.com\/crm\/solutions\/account-management\/\"><span style=\"font-weight: 400;\">Freshsales<\/span><\/a><span style=\"font-weight: 400;\"> is a cloud-based customer relationship management software with an interactive user interface. It is a 360-degree platform that helps businesses manage their assets and have a unified front on sales, marketing, and other departments.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Freshsales\u2019s account and deal management feature, you can streamline customer relationship management, client interaction, and marketing insights. This will, in turn, help you to coordinate and control the accounts in your care.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Freshsales can also help you create a personalized experience using its account management and <a href=\"https:\/\/www.engagebay.com\/blog\/sales-lead-management\/\">lead management<\/a> features.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Freshsales has other key features, which include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Auto-profile enrichment<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Territory management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales sequences<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact scoring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Deal insights<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales forecasting<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Freshsales Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Freshsales account management software has four pricing plans &#8211; <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Growth<\/b><span style=\"font-weight: 400;\">, <\/span><b>Pro<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h5><span style=\"color: #808080;\"><b>Free<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan is free, and the features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales sequences<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">AI-powered contact scoring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Built-in chat, email, and phone<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Account and deal management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email templates<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Growth<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $15\/month, billed annually. The features of the Growth plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the Free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Predictive contact scoring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pipeline management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketplace<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Live Chat &amp; Facebook Messenger<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">2-way email sync<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Pro<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $39\/month, billed annually. The features in this pricing plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multiple sales pipelines&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Time-based workflows<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales teams &amp; territory management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">AI-powered deal insights<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Simplified <a href=\"https:\/\/www.engagebay.com\/blog\/crm-process\/\">CRM process<\/a> for small business<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Forever-free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom dashboards and reports<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Intuitive, customizable interface<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable sales pipeline&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">No reporting feature is available in the free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Fewer third-party integration than competitors<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead generation tool only available on the Enterprise plan<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 9.0\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 9.0\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 8.8\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><b>Features Checklist<\/b><\/td>\n<td style=\"text-align: center;\"><b>Freshsales<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Limited<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes&nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Needs improvement<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span style=\"color: #993300;\"><b>8. Monday Sales CRM<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Monday-sales-CRM.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50858\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Monday-sales-CRM.png\" alt=\"\" width=\"699\" height=\"333\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Monday-sales-CRM.png 1872w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Monday-sales-CRM-300x143.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Monday-sales-CRM-1024x488.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Monday-sales-CRM-768x366.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Monday-sales-CRM-1536x732.png 1536w\" sizes=\"(max-width: 699px) 100vw, 699px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/monday.com\/crm\/?cq_src=google_ads&amp;cq_cmp=937129878&amp;cq_term=monday%20sales%20crm&amp;cq_plac=&amp;cq_net=g&amp;cq_plt=gp&amp;utm_medium=cpc&amp;utm_source=adwordsbrand&amp;utm_campaign=ww-en-prm-workos-work_mgmt-brand-e-search-desktop-core-aw&amp;utm_keyword=monday%20sales%20crm&amp;utm_match_type=e&amp;cluster=&amp;subcluster=&amp;ati=&amp;utm_adgroup=monday%20CRM&amp;utm_banner=638027500695&amp;gad_source=1&amp;gclid=EAIaIQobChMI38SWrJHBggMVQsXtCh3FCg4kEAAYASAAEgIy6vD_BwE\"><span style=\"font-weight: 400;\">Monday Sales CRM<\/span><\/a><span style=\"font-weight: 400;\"> is an intuitive account management software that has a dedicated module for businesses. It allows them to create their work management tools and applications, making it a very flexible tool to use.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This software lets you control your business sales cycle &#8211; from capturing leads to pipeline management and <a href=\"https:\/\/www.engagebay.com\/blog\/customer-onboarding\/\">client onboardin<\/a>g. The automation feature helps you reduce the repetitive manual work concerning maintaining customer relationships.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Monday sales CRM<\/span><span style=\"font-weight: 400;\">\u2019s account management, <a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-guide\/\">lead scoring<\/a>, enterprise-scale automation, and integration features help you manage the pre- to post-sales journey for every account under your control.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead capturing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customers projects<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing activities<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Team tasks and projects<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Monday Sales CRM Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">This account management software has four pricing plans &#8211; <\/span><b>Basic<\/b><span style=\"font-weight: 400;\">, <\/span><b>Standard<\/b><span style=\"font-weight: 400;\">, <\/span><b>Pro<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Enterprise.<\/b><\/p>\n<h5><span style=\"color: #808080;\"><b>Basic&nbsp;<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $10\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited, customizable pipelines<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited boards<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited free viewers<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">iOS and Android apps<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Templates for lead, contact, and deal management<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Standard<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $14\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced account, contact, and deal management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Quotes and invoices<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Merge duplicate data<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom CRM integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">AI email generator<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Activity management<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Pro<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $24\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales forecasting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email templates with custom parameters<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mass emails<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable <a href=\"https:\/\/www.engagebay.com\/email-signature\">email signatures<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom CRM integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales analytics<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom CRM automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Google calendar sync<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Enterprise<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan does not have a designated cost, requiring you to contact Monday\u2019s sales team to sign up. Features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead scoring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Team goals<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Account management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Document for sales<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multi-level permissions<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced analytics<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Forever free plan available for up to two seats<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Modern, intuitive dashboard<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Highly customizable<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Excellent customer support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy to use and organize<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pricing plan can be confusing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Compared to other projects, its free trial is only 14 days<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Must have a Pro account for time tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Minimum team size of three for paid plans<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 9.2\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 9.0\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 8.5\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><b>Features Checklist<\/b><\/td>\n<td style=\"text-align: center;\"><b>Monday Sales CRM<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">In-depth<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No&nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Responsive&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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-vs-monday\/\">Read also: Pipedrive vs Monday: Which Is Better? A Side-By-Side Review<\/a><\/p>\n<h3><span style=\"color: #993300;\"><strong>9. Revamp CRM<\/strong><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Revamp-CRM.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50857\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Revamp-CRM.png\" alt=\"Revamp CRM\" width=\"699\" height=\"320\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Revamp-CRM.png 1834w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Revamp-CRM-300x137.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Revamp-CRM-1024x469.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Revamp-CRM-768x352.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Revamp-CRM-1536x704.png 1536w\" sizes=\"(max-width: 699px) 100vw, 699px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.revampcrm.com\/\"><span style=\"font-weight: 400;\">Revamp CRM<\/span><\/a><span style=\"font-weight: 400;\"> is an eCommerce order management solution. Like EngageBay, HubSpot Sales Hub, and other tools on this list, Revamp CRM provides you with 360-degree <a href=\"https:\/\/www.engagebay.com\/blog\/customer-profile\/\">customer profiles<\/a>, automated workflow, and lead segmentation features to help track customer data, keep a proper record of accounts, and boost sales.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Revamp CRM, you can import contacts, organizations, or tasks from other systems. Importing data (in CSV format) will help you have a centralized workspace with a detailed view. You can also use its lead-scoring feature, follow-up emails, and reminders to keep in touch with potential customers and maintain relationships with existing clients.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Revamp CRM has other key features, which include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRM and <a href=\"https:\/\/www.engagebay.com\/blog\/sales-analysis-reports\/\">sales reports<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Campaigns<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Communication management with email<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact list management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Gmail extension and email integration<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Revamp CRM Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Revamp CRM has five available pricing plans &#8211; <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Sales Plus<\/b><span style=\"font-weight: 400;\">, <\/span><b>Sales Pro<\/b><span style=\"font-weight: 400;\">, <\/span><b>eCommerce Plus<\/b><span style=\"font-weight: 400;\">, and <\/span><b>eCommerce Pro.<\/b><\/p>\n<p><span style=\"color: #808080;\"><b>Free<\/b><\/span><\/p>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $0\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited <a href=\"https:\/\/www.engagebay.com\/blog\/sales-management-tools\/\">sales management<\/a><\/span><\/li>\n<\/ul>\n<p><span style=\"color: #808080;\"><b>Sales Plus<\/b><\/span><\/p>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $7\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">25+ premium integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Personalized <a href=\"https:\/\/www.engagebay.com\/cold-email-templates\/\">email templates<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/li>\n<\/ul>\n<p><span style=\"color: #808080;\"><b>Sales Pro<\/b><\/span><\/p>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $12\/month, billed annually. Features of the <\/span><b>Sales Pro <\/b><span style=\"font-weight: 400;\">plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the Sales Plus plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">25+ premium integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email marketing<\/span><\/li>\n<\/ul>\n<p><span style=\"color: #808080;\"><b>eCommerce Plus<\/b><\/span><\/p>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $12\/month, billed annually. Features of the <\/span><b>Sales Pro <\/b><span style=\"font-weight: 400;\">plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the Sales Pro plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/ecommerce-crm\/\"><span style=\"font-weight: 400;\">eCommerce CRM<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tasks and sales plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lifetime statistics per contact segment<\/span><\/li>\n<\/ul>\n<p><span style=\"color: #808080;\"><b>eCommerce Pro<\/b><\/span><\/p>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $19\/month, billed annually. Features of this pricing plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited customers<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task lifecycle<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">80+ integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Developer APIs<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom fields<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy-to-use interface<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You can manage your contacts in a single place<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It has a range of useful automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It helps store project communication and assets in a single centralized space<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Monitoring transactions is a bit difficult<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2<\/b><strong>)<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 8.6\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 8.7\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 8.3\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><b>Features Checklist<\/b><\/td>\n<td style=\"text-align: center;\"><b>Freshsales<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Limited&nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Limited<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes&nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Needs improvement&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span style=\"color: #993300;\"><b>10. Capsule CRM<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Capsule-CRM.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50866\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Capsule-CRM.png\" alt=\"Capsule CRM\" width=\"695\" height=\"331\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Capsule-CRM.png 1848w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Capsule-CRM-300x143.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Capsule-CRM-1024x488.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Capsule-CRM-768x366.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Capsule-CRM-1536x731.png 1536w\" sizes=\"(max-width: 695px) 100vw, 695px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">The tenth tool on this list, <\/span><a href=\"https:\/\/capsulecrm.com\/\"><span style=\"font-weight: 400;\">Capsule CRM<\/span><\/a><span style=\"font-weight: 400;\">, is a simple SaaS software focusing on customer relationship management (CRM). It is an efficient tool that empowers startups, salespeople, marketers, and organizations to store contacts and data in one place.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With Capsule CRM\u2019s contact management feature, you cannot just store contacts; you can do more. Your contact profile can store the complete record of all interactions with a particular client or organization.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Its tasks and calendar feature is a great addition, providing a complete overview of everything you are working on. It lets you set time, goals, and repetitive tasks, which can be viewed on your calendar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Capsule CRM<\/span><span style=\"font-weight: 400;\"> also allows you to customize your contact profile by adding custom fields to tailor the tool to your account management goal.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Capsule CRM has other key features, which include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pipeline dashboard<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email marketing and tools<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">AI content assistant<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales analytics and reporting&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Analytics and marketing automation<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Capsule CRM Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Revamp CRM has five pricing plans &#8211; <\/span><b>Free<\/b><span style=\"font-weight: 400;\">, <\/span><b>Starter<\/b><span style=\"font-weight: 400;\">, <\/span><b>Growth<\/b><span style=\"font-weight: 400;\">, <\/span><b>Advanced<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Ultimate.<\/b><\/p>\n<h5><span style=\"color: #808080;\"><b>Free<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $0\/month, billed annually. The features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">250 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tag management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email storage<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact history<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Gmail add-on<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">1,000+ Zapier integrations<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Starter<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $18\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">30,000 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">50 custom fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Activity reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">5 email templates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Key integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">10 AI content assists<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Growth<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $36\/month, billed annually. Features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the Starter plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced sales reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">User roles and permissions<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">60,000 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">5 sales pipeline<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom activity types<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Advanced<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $54\/month, billed annually. Features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the Growth plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">120,000 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">50 sales pipelines<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">500 email templates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">300 custom fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">5 shared mailboxes<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Ultimate<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $72\/month, billed annually. Features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">240,000 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ongoing priority support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Implementation support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom training<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Dedicated account manager<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">100 sales pipelines<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It is budget-friendly<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The sales pipeline dashboard is clear and easy to use<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy-to-use interface<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer support is very responsive<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lack of built-in <a href=\"https:\/\/www.engagebay.com\/blog\/best-marketing-automation-tools\/\">marketing automation tools<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited functionality compared to competitors<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Basic reporting is not available in the free plan<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 9.0\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 9.1\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 9.2\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><b>Features Checklist<\/b><\/td>\n<td style=\"text-align: center;\"><b>Capsule CRM<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Limited<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Responsive&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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\/capsule-crm-alternatives\/\">Read also: 11 Fantastic Capsule CRM Alternatives To Try Today<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>11. Zendesk Sell<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zendesk-Sell.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50855\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zendesk-Sell.png\" alt=\"Zendesk Sell\" width=\"697\" height=\"353\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zendesk-Sell.png 1656w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zendesk-Sell-300x152.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zendesk-Sell-1024x518.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zendesk-Sell-768x389.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zendesk-Sell-1536x777.png 1536w\" sizes=\"(max-width: 697px) 100vw, 697px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.zendesk.com\/sell\/\"><span style=\"font-weight: 400;\">Zendesk Sell<\/span><\/a><span style=\"font-weight: 400;\"> is a customer-centric software that combines the power of sales and other teams for better account management and enhanced visibility. It is an easy-to-use tool designed to scale and meet the needs of your business at any point.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With features like its centralized platform and <a href=\"https:\/\/www.engagebay.com\/crm\/360-degree-customer-view\">complete customer view<\/a>, you can manage leads, contacts, and accounts in one platform to understand customers and determine their needs. You can also exchange data and insights across your sales and support teams.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Another unique feature is the smart lists and templates that help you segment your leads and deals in real-time while keeping a record of the already-viewed data.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales engagement<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workforce engagement<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer service software<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting &amp; analytics<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Zendesk Sell Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">This account management software has three pricing plans &#8211; <\/span><b>Sell Team<\/b><span style=\"font-weight: 400;\">, <\/span><b>Sell Growth<\/b><span style=\"font-weight: 400;\">, <\/span><b>Sell Professional<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Sell Enterprise<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h5><span style=\"color: #808080;\"><b>Sell Team<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $19\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pre-built <a href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboards\/\">sales dashboards<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Call tracking and recording and text message<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email and calendar integrations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Up to two customizable sales pipelines&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task and appointment setting<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Sell Growth<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $55\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the Sell Team plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Product and price book<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales forecasting and goals tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Prospecting and enrichment credits&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom data fields, filters, and tags<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales triggers<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Sell Professional<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $115\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced and custom sales reports<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Goals tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Smart list templates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Onboarding and adoption resources<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Technical account manager<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Sell Enterprise<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan starts at $169\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Calendar integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email personalization tags<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sequence reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Scheduled report delivery<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom objects<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Document storage<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Excellent visibility of all interactions<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">User-friendly interface<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/sales-email-automation-tools\/\">Sales email automation<\/a> and personalization save time<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Built-in dialer with call recording<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Drag-and-drop custom analytics dashboards<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">No free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The learning curve is steep<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Even in higher plans, sales pipelines<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced features are only available in higher-priced plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Getting in touch with customer support can be challenging<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 8.2\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 8.6\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 9.2\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><b>Features Checklist<\/b><\/td>\n<td style=\"text-align: center;\"><b>Zendesk Sell<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management<\/span><\/td>\n<td>\n<p style=\"text-align: left;\"><span style=\"font-weight: 400;\">Yes<\/span><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Limited<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Responsive&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3><span style=\"color: #993300;\"><b>12. Salesforce Sales Cloud<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Sales-Cloud.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50856\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Sales-Cloud.png\" alt=\"Account management software\" width=\"697\" height=\"313\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Sales-Cloud.png 1893w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Sales-Cloud-300x135.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Sales-Cloud-1024x459.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Sales-Cloud-768x344.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Sales-Cloud-1536x689.png 1536w\" sizes=\"(max-width: 697px) 100vw, 697px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">The last tool on this list, <\/span><a href=\"https:\/\/www.salesforce.com\/products\/sales-cloud\/\"><span style=\"font-weight: 400;\">Sales Cloud<\/span><\/a><span style=\"font-weight: 400;\">, is an account management tool with countless integrations-ready applications focusing on customer relationships. The tool helps you to find and manage leads better, manage accounts and customers quickly, and track the performance of your accounts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As an all-in-one software, it has CRM capabilities, lead management, marketing automation, and <a href=\"https:\/\/www.engagebay.com\/blog\/customer-management-strategies\/\">contact management<\/a>. You can manage your leads, contacts, and more using the tool to maximize your profit and opportunities.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Other Key Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Salesforce Sales Cloud has other key features, which include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Process and <a href=\"https:\/\/www.engagebay.com\/blog\/sales-force-automation-sfa\/\">Salesforce automation<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Improved forest accuracy and management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable dashboard<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced permissions<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Salesforce Sales Cloud\u2019s Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">This account management software has five pricing plans &#8211; <\/span><b>Starter<\/b><span style=\"font-weight: 400;\">, <\/span><b>Professional<\/b><span style=\"font-weight: 400;\">,<\/span><b> Enterprise<\/b><span style=\"font-weight: 400;\">, <\/span><b>Unlimited<\/b><span style=\"font-weight: 400;\">, and <\/span><b>Unlimited+<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h5><span style=\"color: #808080;\"><b>Starter<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $25\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automatic data capture<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Opportunity management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable sales process<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Salesforce mobile app<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Professional<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $80\/month, billed annually. The features of this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Account and contact management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Opportunity tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task and event tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Forecast management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Quoting and contracting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable reports and dashboards<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Enterprise<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $165\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the professional plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enterprise territory management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom app development<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Workflow and approvals<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced pipeline management &amp; deal insights<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Unlimited<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $330\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in the enterprise plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited customizations<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited custom apps<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Additional data storage<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Predictive &amp; generative AI<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales engagement<\/span><\/li>\n<\/ul>\n<h5><span style=\"color: #808080;\"><b>Unlimited+<\/b><\/span><\/h5>\n<p><span style=\"font-weight: 400;\">This pricing plan costs $500\/month, billed annually. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in Unlimited<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Performance management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enablement and team collaboration with Slack<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pros<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Extensive customization options<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead management and scoring<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy to set up<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Powerful reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integration with over 1,000 other platforms<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Cons<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Time-consuming to maintain<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Complicated to set up and learn<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">More expensive than top competitors<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">No free plan<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Rating (G2)<\/b><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Overall rating: 8.6\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use: 8.0\/10<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of setup: 7.4\/10<\/span><\/li>\n<\/ul>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\"><b>Features Checklist<\/b><\/td>\n<td style=\"text-align: center;\"><b>Salesforce Sales Cloud<\/b><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Contact management&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Integration capabilities<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Robust<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Reporting and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Limited<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Free plan<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Sales pipeline management&nbsp;<\/span><\/td>\n<td>Yes<\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Workflow automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Customer support&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Responsive<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/salesforce-competitors\/\">Read also: Top 9 Salesforce Competitors And Alternatives [Tables]<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_To_Evaluate_Account_Management_Software\"><\/span><span style=\"color: #339966;\"><b>How To Evaluate Account Management Software<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Before signing up for any account management software, you must consider your goals, budget, and company goals. The factors considered help you evaluate your options and pick a tool to give you the best result.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are a few steps to help your evaluation.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>1. Identify your business needs<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your evaluation process should start with the identification of your needs. Why do you need an account management software? What needs to be improved in your business, organization, or venture that requires account management software? <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Asking yourself relevant questions will help you identify your needs and choose the right tool.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>2. Check scalability<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your business is a dynamic venture bound to grow unless you plan to remain at the same point. Scalability is a feature that some tools need to improve, as they might be unable to take on dense workloads when your business grows.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Therefore, it is necessary to pick a tool that can take in the increased demand of your business when it grows. It will cancel out the scenario of migrating to a new tool when your business expands to a larger scale.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>3. Check features, usability, and reviews<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Another step to be taken is evaluating features, usability, and reviews. Your team should access the software&#8217;s features and ensure it aligns with your account management goals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The software must be easy to use and set up and have an intuitive user interface. However, you should continue checking how easy it will be to incorporate and use the tool.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is necessary to check multiple reviews of the software. Other organizations are and have used the software. What they say about the software will provide you with insights into the comprehensive nature of the software\u2019s features.<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>4. Talk to your team<\/b><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">As you search for a suitable account management tool, you will surely come across devices that overlap with the automation tool used by your marketing, sales, and customer service departments.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In that case, you should ensure that your choice for account management has integration capabilities. This will allow you to integrate the existing tools of your sales and marketing department.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, based on your evaluation, you can also pick up an all-encompassing tool with everything you need for the different departments of your business.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/business-management\/\">Read also: Business Management Software And Why You Need Them<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Wrap_Up\"><\/span><span style=\"color: #339966;\"><b>Wrap Up<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Making the right choice concerning account management software is crucial for your company\u2019s growth. Not all account management software is ideal for your business, so it is necessary to review available options carefully.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To help you decide, we discussed the best account management software, showing its key features, pros and cons, and pricing.<\/span><\/p>\n<p>So, whether you&#8217;re a solopreneur, a small team, or an SMB looking for an account management software, there&#8217;s an option for you.<\/p>\n<p><span style=\"font-weight: 400;\">EngageBay combines all the features you need to scale your business as an account manager: contact management, multiple integrations, CRM analytics, and deal pipeline management at a pocket-friendly price.<\/span><\/p>\n<p>In addition to being an account management software, EngageBay also has a powerful CRM suite that can assist your sales, marketing, and support teams. <a href=\"https:\/\/app.engagebay.com\/signup\" data-wpel-link=\"internal\">Sign up for a free plan<\/a>&nbsp;or&nbsp;<a href=\"https:\/\/meetings.engagebay.com\/book-demo\" data-wpel-link=\"internal\">book a demo<\/a>&nbsp;to get started.<\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check 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