{"id":51322,"date":"2023-12-14T14:35:35","date_gmt":"2023-12-14T14:35:35","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=51322"},"modified":"2025-04-21T06:52:47","modified_gmt":"2025-04-21T06:52:47","slug":"email-crm-software","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/email-crm-software\/","title":{"rendered":"15 Email CRM Software for Pro-Level Marketing in 2025"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">With changing consumer behavior, email practices that worked before may be less effective now. This makes getting the best of your email marketing efforts seem like chasing the wind, where the goalpost changes with each new strike.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Adapting to this evolving consumer behavior requires a <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\"><span style=\"font-weight: 400;\">deeper understanding of your audience<\/span><\/a><span style=\"font-weight: 400;\">. This is where email CRM software comes in.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Email CRM systems give you in-depth customer data based on real-time updates and customer preferences, allowing you to align your <a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-strategies-examples\/\">email marketing strategies<\/a> with changing customer behavior.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This blog post covers 15 email CRM software, detailing their pros, cons, pricing, features, and user rating.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/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\/email-crm-software\/#Email_CRM_Marketing_and_its_Benefits_in_a_Nutshell\" >Email CRM Marketing and its Benefits in a Nutshell<\/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\/email-crm-software\/#15_Email_CRM_Software_for_Pro-level_Email_Marketing\" >15 Email CRM Software for Pro-level Email Marketing<\/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\/email-crm-software\/#Conclusion_What_Is_the_Best_Email_CRM_Software\" >Conclusion: What Is the Best Email CRM Software?<\/a><\/li><\/ul><\/nav><\/div>\n\n<p>&nbsp;<\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Email_CRM_Marketing_and_its_Benefits_in_a_Nutshell\"><\/span><span style=\"color: #339966;\"><b>Email CRM Marketing and its Benefits in a Nutshell<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Email CRM marketing involves combining email marketing with the capabilities of a CRM (customer relationship management) tool. This helps create consistent messaging personalized to each customer&#8217;s preference, driving better conversion and retention.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, if you run an eCommerce fashion store with diverse customers in your email list, rather than send a generic email for a <\/span><a href=\"https:\/\/www.engagebay.com\/offer\"><span style=\"font-weight: 400;\">Black Friday deal<\/span><\/a><span style=\"font-weight: 400;\"> to all your contacts with detailed insight from CRM software integration, you get to segment your subscriber list into precise groups based on real-time updates, previous communication, and individual preferences.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This allows you to design an <a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\">automated email workflow<\/a> unique for each segment, increasing your chances at sales conversion and overall email marketing ROI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some statistics from business owners who have integrated CRM into their marketing efforts.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/webinarcare.com\/best-crm-software\/crm-statistics\/\"><span style=\"font-weight: 400;\">47%<\/span><\/a><span style=\"font-weight: 400;\"> of polled CRM experienced an increase in customer retention rate&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.nutshell.com\/blog\/crm-stats\"><span style=\"font-weight: 400;\">74%<\/span><\/a><span style=\"font-weight: 400;\"> of CRM users reported having better access to client data<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">For every dollar invested, CRM yields an average return of <\/span><a href=\"https:\/\/nucleusresearch.com\/wp-content\/uploads\/2018\/05\/o128-CRM-pays-back-8.71-for-every-dollar-spent.pdf\"><span style=\"font-weight: 400;\">$8.71<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A company&#8217;s marketing expenses can be cut by <\/span><a href=\"https:\/\/www.webfx.com\/blog\/marketing\/crm-statistics\/\"><span style=\"font-weight: 400;\">23%<\/span><\/a><span style=\"font-weight: 400;\"> using a <\/span><span style=\"font-weight: 400;\">CRM system<\/span><\/li>\n<\/ul>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Enhance your email CRM strategy with our <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">free email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> designed to improve engagement and conversions.<\/span><\/i><\/p>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"15_Email_CRM_Software_for_Pro-level_Email_Marketing\"><\/span><span style=\"color: #339966;\"><b>15 Email CRM Software for Pro-level Email Marketing<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Several email CRMs offer big promises without living up to a fragment of those promises. We searched through the market, and here is the top <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing-crm#\">email CRM software<\/a> to integrate into your email marketing software. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">We considered rating, <a href=\"https:\/\/www.engagebay.com\/blog\/five-star-reviews\/\">customer review<\/a>, pricing, and features like automation capabilities, lead management, data management, and integration to arrive at this list.&nbsp;<\/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;\">Zoho CRM<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">ClickUp<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Nutshell<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">BIGContacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Salesforce<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Agile CRM<\/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;\">ActiveCampaign<\/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;\">Keap (formerly Infusionsoft)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Insightly<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Copper<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Nimble<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">I included a summary of all tools in the table below to give you an overview of each tool before we take a detailed look.<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td>&nbsp;<\/td>\n<td style=\"text-align: center;\"><strong>Tool Name<\/strong><\/td>\n<td style=\"text-align: center;\"><strong>Best For<\/strong><\/td>\n<td style=\"text-align: center;\"><strong>Unique Features<\/strong><\/td>\n<td style=\"text-align: center;\"><strong><a href=\"https:\/\/www.g2.com\/\">G2 Rating<\/a><\/strong><\/td>\n<td style=\"text-align: center;\"><strong><a href=\"https:\/\/www.capterra.com\/\">Capterra Rating<\/a><\/strong><\/td>\n<td style=\"text-align: center;\"><strong>Pricing&nbsp;<\/strong><\/p>\n<p><strong>(1000 Contact)<\/strong><\/td>\n<td style=\"text-align: center;\"><strong>Free Trial<\/strong><\/td>\n<td style=\"text-align: center;\"><strong>Free Version<\/strong><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">1<\/span><\/td>\n<td><span style=\"font-weight: 400;\">EngageBay<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Small and mid-sized businesses,&nbsp; solopreneurs&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Contact management, predictive lead scoring, and marketing automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.6<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.7<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$42.49\/month<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The price is the same for up to 20,000 contacts)<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">2<\/span><\/td>\n<td><span style=\"font-weight: 400;\">HubSpot<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Mid-sized businesses, large corporations<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lead management,&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">ad-management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.4<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$30\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">3<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Zoho CRM<\/span><\/td>\n<td><span style=\"font-weight: 400;\">SMBs, large corporations<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Mobile CRM, sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.0<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.3<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$24\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">4<\/span><\/td>\n<td><span style=\"font-weight: 400;\">ClickUp<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Small and medium-sized teams<\/span><\/td>\n<td><span style=\"font-weight: 400;\">CRM template<\/span><\/p>\n<p><span style=\"font-weight: 400;\">AI-Assistant<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.7<\/span><\/td>\n<td><span style=\"font-weight: 400;\">&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&nbsp;4.6<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$70\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">5<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Nutshell<\/span><\/td>\n<td><span style=\"font-weight: 400;\">B2B companies, small business outbound sales team<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lead management, sales automation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.2<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.3<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$16\/month&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">6<\/span><\/td>\n<td><span style=\"font-weight: 400;\">BIGContacts<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Small businesses<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Mobile CRM, contact data management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.3<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$60\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">7<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Salesforce<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Businesses of all sizes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Campaign optimization,&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CRM template builder&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.3<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.4<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$50\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">8<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Agile CRM<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Small to medium-sized businesses<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Contemporary interface<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.0<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.1<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$8.99\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">9<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Pipedrive<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Small businesses<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Sales pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.2<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Unlimited ($9.90\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">10<\/span><\/td>\n<td><span style=\"font-weight: 400;\">ActiveCampaign<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Small to medium-sized enterprises<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Pipeline monitoring,&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">personalized customer journey<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.6<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$38\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">11<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Freshsales<\/span><\/td>\n<td><span style=\"font-weight: 400;\">SMBs<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Advanced customization, kanban view<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$15\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">12<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Keap<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Small\/large businesses<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Automated lead capturing, reporting, and analytics<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.2<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.1<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$318\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">13<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Insightly<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Fast growing enterprises<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Lead assignment and routing, customizable sales process<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.2<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.1<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$29\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">14<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Copper<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Small and medium-sized businesses<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Custom field generation<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.3<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$10\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">15<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Nimble<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Calendar appointments, pipeline management<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Online form builder, Google Workspace integration&nbsp;<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.5<\/span><\/td>\n<td><span style=\"font-weight: 400;\">4.4<\/span><\/td>\n<td><span style=\"font-weight: 400;\">$29.9\/month<\/span><\/td>\n<td><span style=\"font-weight: 400;\">Yes<\/span><\/td>\n<td><span style=\"font-weight: 400;\">No<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">Now, let\u2019s take a detailed look at each tool.&nbsp;<\/span><\/p>\n<h3><span style=\"color: #993300;\"><b>1. EngageBay<\/b><span style=\"font-weight: 400;\">&nbsp;<\/span><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides.png\"><img decoding=\"async\" class=\"aligncenter wp-image-48967\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides.png\" alt=\"EngageBay dashbaord\" width=\"870\" height=\"478\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-300x165.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-1024x562.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/01\/new-custom-dashboard-images-Google-Slides-768x422.png 768w\" sizes=\"(max-width: 870px) 100vw, 870px\" \/><\/a><span style=\"font-weight: 400;\">EngageBay is an <\/span><a href=\"https:\/\/www.engagebay.com\/\"><span style=\"font-weight: 400;\">all-in-one<\/span><\/a><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/\"> CRM software<\/a> solution. Over 46,000 businesses use EngageBay to optimize their sales, marketing automation, and customer support efforts.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Its built-in CRM provides a centralized database to <\/span><a href=\"https:\/\/www.g2.com\/products\/engagebay-all-in-one-suite\/features\"><span style=\"font-weight: 400;\">manage and track prospects<\/span><\/a><span style=\"font-weight: 400;\"> through the sales funnel. This way, you can personalize your communication with individual customers across various touchpoints.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For instance, when a lead subscribes to your email newsletter, <a href=\"https:\/\/www.engagebay.com\/products\/crm\">EngageBay\u2019s CRM<\/a> automatically triggers a welcome email series without manual intervention.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Another example is when a lead becomes sales-qualified based on the conditions set by your sales or marketing team, a sales promotion email workflow can be triggered. This timely intervention increases the chances of sales conversion.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Its <\/span><a href=\"https:\/\/www.engagebay.com\/crm\/mobile-crm\"><span style=\"font-weight: 400;\">mobile access<\/span><\/a><span style=\"font-weight: 400;\">, optimized for Android, iPad, and iPhone, enables your marketing and sales teams to manage contacts and provide customer support on the go.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, you can integrate EngageBay with over 50+ leading software providers like Zapier, Xero Online, Shopify, Amazon, Stripe, QuickBooks, Twilio, LinkedIn, and more for a seamless and integrated workflow.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Features of EngageBay CRM<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some features that make EngageBay an excellent CRM solution.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Predictive lead scoring:<\/b><span style=\"font-weight: 400;\"> Prioritize leads likely to convert and send targeted email campaigns to high-potential leads.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Automated email campaigns<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Automate your <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/email-drip-campaign\/\"><span style=\"font-weight: 400;\">drip campaigns<\/span><\/a><span style=\"font-weight: 400;\">, newsletters, and bulk emails for new leads or to re-engage old clients.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Landing Pages<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><strong>:<\/strong> EngageBay&#8217;s CRM tool has built-in landing page builders and forms for easy lead capturing. You can also generate leads using EngageBay\u2019s customizable forms and popups. <\/span><\/span><\/li>\n<li style=\"font-weight: 400;\"><b style=\"font-style: inherit;\"><i>Free Email Templates:<\/i><\/b><i style=\"font-weight: inherit;\"><span style=\"font-weight: 400;\"> Access a library of professionally designed, <\/span><\/i><a style=\"font-size: 16px; background-color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">customizable email templates<\/span><\/i><\/a><i style=\"font-weight: inherit;\"><span style=\"font-weight: 400;\"> to streamline your marketing efforts and enhance engagement.<\/span><\/i><\/li>\n<li style=\"font-weight: 400;\"><b>360-degree Contact View<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Access a comprehensive <a href=\"https:\/\/www.engagebay.com\/blog\/customer-profile\/\">customer profile<\/a>, including contact details, recent and past interactions, interests, engagement patterns, response rates, social presence, call notes, and task history, all on a single page.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">EngageBay CRM has four pricing plans\u2014Free, Basic, Growth, and Pro. Each plan comes with a free trial.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Free<\/b><span style=\"font-weight: 400;\"> plan is $0 and comes with the following features:<\/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;\">360-degree contact view<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tag Management<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/glossary\/appointment-scheduling\"><span style=\"font-weight: 400;\">Appointment scheduling<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Predictive lead score<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social suite<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Live Chat<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Office 365 integration<\/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;\">Landing pages<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Basic<\/b> <b>Plan<\/b><span style=\"font-weight: 400;\"> costs $11.95\/month, billed annually, or $11.04\/month, billed biennially. Users get the following features in addition to the free plan features:<\/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;\">Landing pages&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Embed Forms&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Web Pops<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom deal milestones<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Growth Plan<\/b><span style=\"font-weight: 400;\"> costs $45.99\/month, billed annually, or $42.49\/month, billed biennially. Users get the following features in addition to the free and basic plan features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">20,000 contacts<\/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;\">Leaderboard<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multi-currency<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email sequences<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\"><span style=\"font-weight: 400;\">Marketing automation&nbsp;<\/span><\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Pro<\/b> <b>Plan<\/b><span style=\"font-weight: 400;\"> costs $73.59\/month, billed annually or $67.99\/month biennially. Users get access to the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">30,000 contacts&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Calling minutes&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Account-based marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom report teams<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automation\/workflows&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Phone Support<\/span><\/li>\n<\/ul>\n<h4><b><span style=\"color: #666699;\">EngageBay User Reviews<\/span>&nbsp;<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">Here\u2019s what <\/span><a href=\"https:\/\/www.capterra.com\/p\/178819\/EngageBay-Marketing\/reviews\/\"><span style=\"font-weight: 400;\">EngageBay customers<\/span><\/a><span style=\"font-weight: 400;\"> have to say about the software.&nbsp;<\/span><\/p>\n<figure id=\"attachment_51328\" aria-describedby=\"caption-attachment-51328\" style=\"width: 715px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Engagebay-Capterra-Review.png\"><img decoding=\"async\" class=\"size-full wp-image-51328\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Engagebay-Capterra-Review.png\" alt=\"EngageBay Email CRM review\" width=\"715\" height=\"439\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Engagebay-Capterra-Review.png 715w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Engagebay-Capterra-Review-300x184.png 300w\" sizes=\"(max-width: 715px) 100vw, 715px\" \/><\/a><figcaption id=\"caption-attachment-51328\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.capterra.com\/p\/178819\/EngageBay-Marketing\/reviews\/\">Source<\/a><\/em><\/figcaption><\/figure>\n<p>Here&#8217;s what another user has to say about EngageBay.<\/p>\n<figure id=\"attachment_51329\" aria-describedby=\"caption-attachment-51329\" style=\"width: 686px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/EngageBay-G2-review.png\"><img decoding=\"async\" class=\"size-full wp-image-51329\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/EngageBay-G2-review.png\" alt=\"\" width=\"686\" height=\"293\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/EngageBay-G2-review.png 686w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/EngageBay-G2-review-300x128.png 300w\" sizes=\"(max-width: 686px) 100vw, 686px\" \/><\/a><figcaption id=\"caption-attachment-51329\" class=\"wp-caption-text\"><em><a href=\"https:\/\/www.getapp.com\/marketing-software\/a\/engagebay-marketing\/reviews\/a588b351e4\/\">Source<\/a><\/em><\/figcaption><\/figure>\n<h3><span style=\"color: #993300;\"><b>2. HubSpot<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hubspot1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-49796\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hubspot1.png\" alt=\"Hubspot Marketing Automation\" width=\"700\" height=\"328\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hubspot1.png 1341w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hubspot1-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hubspot1-1024x480.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Hubspot1-768x360.png 768w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Next on our list of email CRM software is HubSpot. It is loved particularly for its sophistication, robust features, and advanced automation capabilities.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In HubSpot, there\u2019s a package for every business size &#8211; solopreneurs, small teams, and enterprises. <\/span><span style=\"font-weight: 400;\">With HubSpot email CRM, you can manage all your lead records in a centralized database. This streamlines outreach and enables you to segment better for personalized marketing. You can also <a href=\"https:\/\/www.engagebay.com\/blog\/how-to-build-seductive-lead-capture-landing-pages\/\">capture leads<\/a> and automatically sync them to your CRM with HubSpot forms.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A feature that makes HubSpot a good choice for your email campaigns is <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-behavioral-targeting\/\">behavioral targeting<\/a>, which enables you to personalize your email campaigns at scale based on individual online behavior.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Other features that make HubSpot an excellent email marketing and CRM solution include the following.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Automation<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> HubSpot CRM automation features save your team a lot of time, boosting your business&#8217; productivity.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Company insights<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> With a prospect\u2019s corporate email address, you can get details about them from HubSpot&#8217;s <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-crm-database\/\">CRM database<\/a>. With the use of filters, specific information for informed business decisions is easily obtained.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Ad management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Connect accounts from supported ad networks to your HubSpot account so you can see which ads are generating customers.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Ticketing system<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Track and prioritize incoming <\/span><a href=\"https:\/\/www.engagebay.com\/service\/tickets\"><span style=\"font-weight: 400;\">service requests<\/span><\/a><span style=\"font-weight: 400;\"> in one shared inbox that keeps your team organized and your customers delighted.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">HubSpot&#8217;s CRM suite has <a href=\"https:\/\/www.engagebay.com\/blog\/hubspot-pricing\/\">four plans<\/a>\u2014Free version, Starter, Professional, and Enterprise plan.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Free<\/b><span style=\"font-weight: 400;\"> plan costs $0 and comes with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact and lead management&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integration features<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Add-on features like document sharing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Monitor email interactions<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Starter<\/b><span style=\"font-weight: 400;\"> plan is billed at $30\/month and includes additional features like:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Ticketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Contact website activity<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Email marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Ad management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Basic automation<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Professional<\/b><span style=\"font-weight: 400;\"> plan costs $1,600\/month with improved features such as:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced automation for <a href=\"https:\/\/www.engagebay.com\/blog\/lead-nurturing\/\">lead nurturing<\/a><\/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;\">Custom analytics and reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">A\/B testing capabilities.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> plan is billed $5,000\/month with additional features like:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Workflow extensions<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced reporting like revenue attribution<\/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;\">Content partitioning<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customized event triggers<\/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;\">HubSpot&#8217;s advanced features and robust infrastructure make scaling easy<\/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;\">Robust integration<\/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;\">Quite complex and <a href=\"https:\/\/www.engagebay.com\/blog\/is-hubspot-worth-it\/\">expensive pricing<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">No A\/B testing on lower plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Minimal customer support for the free version<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">High onboarding fees<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #993300;\"><b>3. Zoho CRM<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50862\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-1.png\" alt=\"Zoho\" width=\"700\" height=\"336\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-1.png 1867w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-1-300x144.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-1-1024x491.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-1-768x369.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Zoho-CRM-1-1536x737.png 1536w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Zoho CRM empowers small, medium, and corporate enterprises with 360\u00ba <a href=\"https:\/\/www.engagebay.com\/blog\/customer-lifecycle-management-clm\/\">customer lifecycle management<\/a> solutions. It is loved particularly for its user-friendly interface and ease of use.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Zoho CRM lets you follow up on leads and update required fields automatically. When leads meet specified conditions, an automated workflow is triggered. This helps speed up the sales process and makes it more efficient.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Additional features that make Zoho CRM an excellent choice include the following.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Process management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Build a <\/span><span style=\"font-weight: 400;\">standardized <a href=\"https:\/\/www.engagebay.com\/blog\/sales-process\/\">sales process<\/a><\/span><span style=\"font-weight: 400;\"> based on your most effective sales strategies to ensure your team members follow the right process, even when you&#8217;re not looking. This provides your business with a consistent roadmap to success.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Integrations<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Zoho CRM offers a host of integrations for everyday third-party tools like Google Drive, DocuSign, MailChimp, Google Ads, and more.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Performance management:<\/b><span style=\"font-weight: 400;\"> Categorize customers quickly, set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects and accelerate your sales team&#8217;s productivity.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Omnichannel marketing<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Communicate with clients and potential clients in real-time. You receive notifications whenever someone engages with your brand by visiting your website, clicking a button on your social media page, or opening an email.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Zoho CRM has a free version alongside four pricing plans \u2014 Standard, Professional, Enterprise, and Ultimate. Each plan comes with a 15-day free trial.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Free<\/b><span style=\"font-weight: 400;\"> version is $0 with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/sales-force-automation-sfa\/\"><span style=\"font-weight: 400;\">Sales force automation&nbsp;&nbsp;<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Standard reports<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Business card view<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Calendar<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced filters<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom email templates&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The<\/span><b> Standard<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $12\/month and has the following additional features:<\/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;\">Scoring rules<\/span><\/li>\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 notifications<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales cycle optimization&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automation and process management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Product customization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reports and analytics<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Professional<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $20\/month and has the following features in addition to the ones mentioned above.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Assignment rules<\/span><\/li>\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;\">Validation rules<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom reports<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email relay<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">CRM for Google Ads<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $35\/month with the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multiple scoring rules<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email parsers<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Data review process<\/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;\">Artificial intelligence&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Segmentation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Auto-responders<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Record-level sharing<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Ultimate<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $45\/month. This plan comes with dedicated BI capabilities and Zoho analytics to enable you to scale exponentially.&nbsp;&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;\">Affordable pricing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zoho CRM offers high-level customization options<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced integration capabilities<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Cons<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited sub-forms in the Enterprise plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Downloading data to an Excel sheet is complex<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Some features require additional Zoho app purchases to function<\/span><\/li>\n<\/ul>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/zoho-vs-hubspot-vs-engagebay\/\">Read also:&nbsp;CRM Functionality: Zoho vs HubSpot vs EngageBay<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>4. ClickUp<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/clickup-free-project-management-tool.png\"><img decoding=\"async\" class=\"aligncenter wp-image-29138\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/clickup-free-project-management-tool.png\" alt=\"clickup free project management tool\" width=\"700\" height=\"344\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/clickup-free-project-management-tool.png 1898w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/clickup-free-project-management-tool-300x147.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/clickup-free-project-management-tool-1024x503.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/clickup-free-project-management-tool-768x377.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/clickup-free-project-management-tool-1536x754.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/09\/clickup-free-project-management-tool-595xh.png 595w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><span style=\"font-weight: 400;\">ClickUp is the fourth email CRM software on this list. It is loved for its ability to combine <a href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality\/\">CRM features<\/a> with project management. <\/span><span style=\"font-weight: 400;\">Integrating your emails with ClickUp allows you to collaborate on deals, send project updates to clients, and onboard customers with a single email hub.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Like Zoho CRM, with ClickUp CRM, you can start your own CRM system from scratch or use a CRM template, ClickUp, for effective customer relationship management.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">ClickUp&#8217;s high-level views enable you to monitor customer lifetime value and average deal sizes. This allows you to focus on high-value customers and specialize their offers.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some of the key features you&#8217;d get with ClickUp CRM.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>ClickUp docs<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This enables collaboration for <a href=\"https:\/\/www.engagebay.com\/blog\/email-marketing-campaign-ideas\/\">email marketing campaign ideas<\/a>, funnels, and plans.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Email task management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Organize and segment your email lists by the fields you&#8217;ve set for productive work.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Time management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Make the most of your time with ClickUp global time tracking (automatic\/manual) from any device. You can link it to tasks for time estimates and time reporting for effectiveness in your business.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Workflow automation<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> ClickUp CRM workflows are automated with conditional logic. This enables just-in-time communication between your business and its customers.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Integrations:<\/b><span style=\"font-weight: 400;\"> ClickUp integrates with over 1,000 apps, enabling you to get the best gear for your email marketing needs.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">ClickUp CRM has four pricing plans\u2014Free, Unlimited, Business, and Enterprise.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Free<\/b><span style=\"font-weight: 400;\"> Forever plan is best for personal use and costs $0 with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">100 MB storage<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Collaborative docs<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Whiteboards<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything view<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Real-time chat<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kanban boards<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In-App video recording<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">24\/7 Support<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Unlimited<\/b><span style=\"font-weight: 400;\"> plan is an excellent choice for small teams. It is billed annually at $7\/month. The features in this plan include:&nbsp;&nbsp;&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Goals &amp; portfolios<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Form view<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Resource management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Agile reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">AI Compatible<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Business<\/b><span style=\"font-weight: 400;\"> plan is best for mid-sized teams. It is billed annually at $12\/month. Features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom exporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced public sharing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced time tracking<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> plan is best for large teams. It includes features like:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Team sharing for spaces<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Universal search<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Default personal views<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Live onboarding training<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer success manager<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pros<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It has affordable pricing plans<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced customization features<\/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;\">ClickUp CRM doesn\u2019t offer advanced features obtainable on tools like EngageBay, Salesforce, or HubSpot<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Slow loading time when dealing with extensive data<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #993300;\"><b>5. Nutshell<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell.png\"><img decoding=\"async\" class=\"aligncenter wp-image-39454\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell.png\" alt=\"Nutshell CRM\" width=\"700\" height=\"314\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell.png 1449w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell-300x135.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell-1024x460.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell-768x345.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nutshell-595xh.png 595w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Nutshell is an all-in-one CRM and email marketing software that enables B2B companies and small-business outbound sales teams to collaborate and close more deals.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Its filtering tool enables you to create <a href=\"https:\/\/www.engagebay.com\/blog\/email-list-quality-email-deliverability\/\">email lists<\/a> based on attributes\u2014geography, industry, or previous interaction. Additionally, you can send multi-email drip sequences automatically.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The major downside of Nutshell is that its email marketing features come as an add-on.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Additional features on Nutshell email CRM include the following.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Lead attribution<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Nutshell CRM automatically adds your lead source for new leads so you can see exactly where they came from.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Sales automation<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Automate time-wasting tasks so your team can focus on building relationships for increased productivity.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Lead management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Create consistency in how and when leads move from stage to stage.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Email tracking:<\/b><span style=\"font-weight: 400;\"> Create personal <\/span><a href=\"https:\/\/www.engagebay.com\/marketing\/email-sequences\"><span style=\"font-weight: 400;\">email sequences<\/span><\/a><span style=\"font-weight: 400;\"> that can be automatically triggered and monitor each subscriber&#8217;s response<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Nutshell CRM has four pricing plans\u2014Foundation, Pro, Power AI, and Enterprise. It does not have a free version, but every subscription has a 14-day free trial.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Foundation<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $16\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited storage<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact management and communication timelines<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email and calendar sync<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable single <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-sales-pipeline\/\">sales pipeline<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Free live support<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Pro<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $42\/month with the following additional features:<\/span><\/p>\n<ul>\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;\">Multiple pipelines<\/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;\">Click tracking &amp; notifications<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Connected form set up<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Power AI<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $52\/month with the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">50 AI timeline summarizations of user\/month<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Zoom transcription summarization<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $67\/month with the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited pipelines and custom fields<\/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;\">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;\">Customer support is available on all plans, including the free plan<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Detailed reporting and analytics<\/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 integration&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Its email marketing feature is a paid add-on<\/span><\/li>\n<\/ul>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-tools-for-web-designers\/\">Read also: 9 CRM Tools for Web Designers to Streamline Client Management<\/a><\/p>\n<hr>\n<h4><span style=\"color: #666699;\"><b>Enhance Your Email Marketing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Want to make your emails more impactful? Check out our beautiful, easy-to-customize <\/span><a href=\"https:\/\/www.engagebay.com\/email-templates\/email-purpose\/customer-support\"><span style=\"font-weight: 400;\">customer support email templates<\/span><\/a><span style=\"font-weight: 400;\">. Designed to boost engagement, these templates from EngageBay will help your emails stand out. Just customize the images, headings, and CTAs for your brand, and hit send in a few minutes!<\/span><\/p>\n<p style=\"text-align: center;\">&nbsp;<span style=\"font-weight: 400;\"><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" data-darkreader-inline-bgcolor=\"\" data-darkreader-inline-color=\"\" href=\"https:\/\/www.engagebay.com\/email-templates\/\">Browse the Template Library<\/a><\/span><\/p>\n<hr>\n<h3><span style=\"color: #993300;\"><b>6. BIGContacts<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/bigcontacts.png\"><img decoding=\"async\" class=\"aligncenter wp-image-21691\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/bigcontacts.png\" alt=\"bigcontacts email CRM software\" width=\"700\" height=\"374\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/bigcontacts.png 1358w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/bigcontacts-300x160.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/bigcontacts-1024x547.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/bigcontacts-768x411.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/04\/bigcontacts-595xh.png 595w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">BIGContacts is a CRM software solution by ProProfs. It offers an integrated <a href=\"https:\/\/www.engagebay.com\/blog\/customer-management-strategies\/\">contact management<\/a> and email marketing solution for small businesses.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With BIGContacts, you can build custom sales pipelines and send <a href=\"https:\/\/www.engagebay.com\/blog\/email-automation\/\">automated emails<\/a> to prospects based on where they are in the sales cycle.&nbsp; You can also automatically adjust and send emails based on days passed or key events.&nbsp;&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With its import spreadsheet feature, you can capture more leads for your business.&nbsp;<\/span><span style=\"font-weight: 400;\">Additionally, BIGContacts, you can track the sales pipeline, automate marketing &amp; sales email drips, and nurture customers.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A major perk is that its CRM software solution offers many free tools and services, including how-to videos, articles, and unlimited online support to help you set up your BIGContacts account.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Features<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some features you\u2019ll find on BIGContact CRM.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Mobile CRM<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This feature enables you to grow sales on the go. It is optimized for all device types, has a web version, and is very easy to use.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Contact data management:<\/b><span style=\"font-weight: 400;\"> Track all contacts, tasks &amp; calendars, and add custom fields, groups &amp; categories.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Email tracking: <\/b><span style=\"font-weight: 400;\">Capture &amp; store communications from any email program and send emails from inside and outside BIGContacts with customizable email templates.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Sales tracking<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong>&nbsp;<\/span><span style=\"font-weight: 400;\">See all active sales alerts and drill down to specific contacts in your sales funnel.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pricing<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">BIGContacts CRM has four pricing plans\u2014Big, Bigger, Biggest, and Enterprise. You can book a trial or request a demo for each plan.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Big<\/b><span style=\"font-weight: 400;\"> Plan is billed for $60\/year with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact capacity<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">File storage&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom fields and tags<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email and letter templates&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tasks and Workflows<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Team calendar<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact dashboard<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Send individual emails<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Bigger<\/b><span style=\"font-weight: 400;\"> plan is billed at $180\/year with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact capacity<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">File storage<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email and letter templates&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Web form connections&nbsp;&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">System Dashboard<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated reminders and alerts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email marketing automation<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Biggest<\/b><span style=\"font-weight: 400;\"> plan is billed at $300\/year with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email and letter templates&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Web form connections&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated tasks for follow-up<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated emails to prospects<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Opportunity\/<a href=\"https:\/\/www.engagebay.com\/blog\/sales-dashboards\/\">sales dashboard<\/a><\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise <\/b><span style=\"font-weight: 400;\">plan is available on request with the following features in addition to the ones listed above:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact capacity<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">File storage&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom fields&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Tags (unlimited)&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email and letter templates&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Web form connections&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pros<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Great customization options<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mobile option available<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Cons<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Difficult data export process<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited reporting and analytics compared to some other CRM software<\/span><\/li>\n<\/ul>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-integration\/\">Read also:&nbsp;Everything You Need to Know About CRM Integration<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>7. Salesforce<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/salesforce3.png\"><img decoding=\"async\" class=\"aligncenter wp-image-49798\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/salesforce3.png\" alt=\"Salesforce Marketing Automation\" width=\"700\" height=\"327\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/salesforce3.png 1344w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/salesforce3-300x140.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/salesforce3-1024x478.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/salesforce3-768x359.png 768w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Salesforce CRM is a cloud-based software available to firms of all sizes in any industry. <\/span><span style=\"font-weight: 400;\">Built by Sales Cloud 360, Salesforce email CRM can personalize every customer-directed message.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This CRM tool allows users to optimize their campaigns as they progress by utilizing data from all accessible sources to fuel transactional, triggered, and promotional communications. It can also track email marketing performance indicators in real-time.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A notable feature of this CRM solution is that you can access 150,000+ sales organizations and a 2 million user-strong community passionate about sales growth.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Features<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Salesforce CRM has the following features.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Advanced segmentation and automation capabilities<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This feature empowers marketers to provide relevant content at the right time, enhancing <a href=\"https:\/\/www.engagebay.com\/blog\/customer-journeys-marketing-automation\/\">customers&#8217; journeys<\/a>.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Contact management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Collaborate and share important documents and insights in your business to create a knowledge-sharing workplace. You can also trace the movement of the deals by accessing all the contact data.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Opportunity management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This feature allows viewing customers&#8217; activity timelines. It also depicts the various stages of a particular deal, which helps you to decide your next line of action.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Sales performance forecasting:<\/b><span style=\"font-weight: 400;\"> Forecast future sales success and set task priorities according to accurate revenue projections from the sales pipeline.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pricing<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Salesforce CRM software has four pricing options\u2014Essentials, Professional, Enterprise, and Unlimited.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Essentials<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $25\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Up to 10 users<\/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;\">Monthly or annual payment<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Professional<\/b><span style=\"font-weight: 400;\"> option is billed annually at $75\/month with the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Unlimited users<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Rules-based <a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-guide\/\">lead scoring<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales cycle forecasting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">One custom sales console app per organization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Annual payment<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> option is billed annually at $185\/month with the following additional features:<\/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;\">Sales team collaboration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Opportunity splits<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales console apps<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Unlimited<\/b><span style=\"font-weight: 400;\"> option is billed annually at $330\/month with an additional feature of 24\/7 customer support.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Pros<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Simple user-interface<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Excellent integration with Pardot<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Cons<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer support is only available for the Enterprise option<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Not easy to set up<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited reporting<\/span><\/li>\n<\/ul>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Maximize your marketing impact with our <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">free email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">.<\/span><\/i><\/p>\n<h3><span style=\"color: #993300;\"><b>8. Agile CRM<\/b><\/span><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Agile-CRM-banner.png\"><img decoding=\"async\" class=\"aligncenter wp-image-51330\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Agile-CRM-banner.png\" alt=\"Agile CRM \" width=\"700\" height=\"297\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Agile-CRM-banner.png 1313w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Agile-CRM-banner-300x127.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Agile-CRM-banner-1024x435.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/Agile-CRM-banner-768x326.png 768w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/h3>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Agile CRM software solution is an all-in-one CRM with sales, marketing, and service automation in a single platform.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is beneficial for small to medium-sized businesses that require sales, marketing, and service automation. With its contemporary interface and easy drag-and-drop builder, launching email campaigns is a breeze.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Features<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some features you\u2019ll find on Agile CRM.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Mobile marketing<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This feature allows you to send personalized SMS text to leads automatically.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Exit intent<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Convert <\/span><span style=\"font-weight: 400;\">abandoning visitors <\/span><span style=\"font-weight: 400;\">into dedicated customers using exit intent pop-ups.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Email campaigns<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Optimize <\/span><span style=\"font-weight: 400;\">email marketing<\/span><span style=\"font-weight: 400;\"> with newsletters, templates, a\/b testing automation, and analytics.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Events<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Calendarize your calls, meetings, sales demos, etc.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Telephony<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This feature of Agile CRM makes communication efficient and effective for customer\/team interaction and business growth.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Agile CRM has four plans\u2014Free, Starter, Regular, and Enterprise.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Free<\/b><span style=\"font-weight: 400;\"> version is free for ten users with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">1,000 Contacts&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom data fields<\/span><\/li>\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;\">Appointment scheduling<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom deal milestones<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email campaigns<\/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;\">Email templates builder<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Starter<\/b><span style=\"font-weight: 400;\"> plan is billed annually for $9.99\/month. The features in this plan include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">10,000 contact<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">2-Way email integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Social monitoring<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Regular<\/b><span style=\"font-weight: 400;\"> plan is billed annually for $29.99\/month and has the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">50,000 contacts<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom deal tracks<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">2-way telephony<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mobile Marketing<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> plan is billed annually for $47.99\/month and has the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Post call automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/sales-call-recording\/\"><span style=\"font-weight: 400;\">Call recording<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automated voicemails<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pros<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Affordable email CRM solution<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ease of use<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Cons<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Poor customer support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited integrations<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #993300;\"><b>9. Pipedrive<\/b><\/span><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1.png\"><img decoding=\"async\" class=\"aligncenter wp-image-50863\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1.png\" alt=\"\" width=\"700\" height=\"333\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1.png 1794w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1-300x143.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1-1024x487.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1-768x365.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Pipedrive-2-1-1536x730.png 1536w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/h3>\n<p><span style=\"font-weight: 400;\">Pipedrive CRM is designed as an application to help small businesses grow. It is a CRM built by salespeople and for salespeople.&nbsp;<\/span><span style=\"font-weight: 400;\">It is easy to use and effective in centralizing <a href=\"https:\/\/www.engagebay.com\/blog\/customer-data-management\/\">customer data<\/a>. This helps you visualize your entire sales process and win more deals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Email campaigns by Pipedrive help you win your prospects\u2019 attention with beautiful, customizable layouts.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Features<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Some features you\u2019ll find on Pipedrive include the following.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Email integration<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Client details are automatically incorporated once you set up the CRM. This saves you the stress of having to move them manually.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Data import and export<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This feature checks for incomplete entries or duplicates and allows you to delete or correct these immediately.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Open API (Application Programming Interface):<\/b><span style=\"font-weight: 400;\"> with this operation, you can grow your company, automate your sales process, and integrate Pipedrive CRM with any other program, system, or app in your tech stack.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Lead and deal management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> The number of deals and concluded deals can be raised while cutting down on the time it takes to close a sale with features like lead inbox, <a href=\"https:\/\/www.engagebay.com\/marketing\/web-forms\">web forms<\/a>, chatbot, live chat, prospector, and website visitors.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pricing<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Pipedrive CRM has <a href=\"https:\/\/www.engagebay.com\/blog\/pipedrive-pricing\/\">five pricing<\/a> tiers\u2014Essential, Advanced, Professional, Power, and Enterprise. Each has a 14-day free trial.<\/span><\/p>\n<p>The<b> Essential <\/b>plan<span style=\"font-weight: 400;\"> is billed annually at $9.90\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pipeline view<\/span><\/li>\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;\">Customizable pipeline, field, and activities<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Chat and email support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales assistant<\/span><\/li>\n<\/ul>\n<p>The<b> Advanced <\/b>plan<span style=\"font-weight: 400;\"> is billed annually at $19.90\/month with the following additional features:<\/span><\/p>\n<ul>\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;\">Smart contact data<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Important fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Scheduled email<\/span><\/li>\n<\/ul>\n<p>The<b> Professional<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $39.90\/month with the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom fields in insights<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pipeline-specific custom fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contacts timeline<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multiple insights dashboards<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Revenue forecast report<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Power<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $49.90\/month with the following features in addition to the ones listed above:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Phone support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Implementation program<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $59.90\/month.&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;\">Intuitive interface<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy migration due to import and export features<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mobile application<\/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 customization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Fields for sorting data can be confusing<\/span><\/li>\n<\/ul>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/pipedrive-alternatives\/\">Read also:&nbsp;13 Perfect Pipedrive Alternatives That Can Do More<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>10. ActiveCampaign<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Activecampaign7.png\"><img decoding=\"async\" class=\"aligncenter wp-image-49801\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Activecampaign7.png\" alt=\"ActiveCampaign email CRM\" width=\"700\" height=\"337\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Activecampaign7.png 1285w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Activecampaign7-300x145.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Activecampaign7-1024x493.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/11\/Activecampaign7-768x370.png 768w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">ActiveCampaign CRM is designed for small to medium-sized enterprises to automate email interactions and provide customers with consistent, engaging, and personalized communications.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It is loved for its advanced automation and segmentation capabilities.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your sales team can grasp prospects&#8217; buying habits, pain spots, and preferences by utilizing the AI features on ActiveCampaign CRM. This enables you to build dynamic segments for more targeted marketing.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some features you\u2019ll find in ActiveCampaign.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Landing page tool:<\/b><span style=\"font-weight: 400;\"> Create landing pages that are customized for each lead, enabling you to capture more leads, grow your audience, and drive more repeat business<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Sales and marketing automation<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> ActiveCampaign CRM combines the information you need to optimize your <a href=\"https:\/\/www.engagebay.com\/marketing\/email-marketing\">email marketing<\/a> efforts.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Personalized customer journey<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Unify data from the apps you use most frequently. This is to provide a comprehensive view of every customer and their interactions with your brand.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Flexible content: <\/b><span style=\"font-weight: 400;\">This feature allows you to make several versions of the same email. You may change the images, copy, and call to action based on previously saved customer data.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pricing<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">ActiveCampaign CRM has three <a href=\"https:\/\/www.engagebay.com\/blog\/activecampaign-pricing\/\">pricing plans<\/a>\u2014Plus, Professional, and Enterprise. Each plan has a 14-day free trial.&nbsp;<\/span><\/p>\n<p>The<b> Plus <\/b>plan<span style=\"font-weight: 400;\"> best suits small sales teams that manage leads and pipelines. It is billed annually at $19\/month with the following features:<\/span><\/p>\n<ul>\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;\">24\/7 chat &amp; email support<\/span><\/li>\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;\">Pipeline, account &amp; deal management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task management &amp; reporting<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The<\/span><b> Professional<\/b><span style=\"font-weight: 400;\"> plan is for growing sales teams looking to identify and close deals faster. It is billed annually at $49\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in Plus +<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales engagement automation &amp; one-to-one email<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.activecampaign.com\/sales-crm\/win-probability\"><span style=\"font-weight: 400;\">Win Probability by AI<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Facebook lead ads<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Split automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Automations map<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> plan is for scaling sales teams that need a flexible and customizable CRM. Pricing depends on<\/span><span style=\"font-weight: 400;\">&nbsp;your business needs. It has the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in Pro +<\/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;\">Custom objects<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/api\"><span style=\"font-weight: 400;\">Single Sign-On<\/span><\/a><\/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;\">Advanced segmentation capabilities<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Powerful drop and drag automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Great email CRM for scalability<\/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;\">Steep learning curve<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It could get pricey as contact grows&nbsp;<\/span><\/li>\n<\/ul>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Boost your email marketing strategy with our free, <\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"><i><span style=\"font-weight: 400;\">customizable email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> that engage and convert.<\/span><\/i><\/p>\n<h3><span style=\"color: #993300;\"><b>11. Freshsales<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshworks-easiest-to-use-CRMs.png\"><img decoding=\"async\" class=\"aligncenter wp-image-24537\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshworks-easiest-to-use-CRMs-e1702550098615.png\" alt=\"Freshworks CRM\" width=\"700\" height=\"329\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshworks-easiest-to-use-CRMs-e1702550098615.png 1900w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshworks-easiest-to-use-CRMs-e1702550098615-300x141.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshworks-easiest-to-use-CRMs-e1702550098615-1024x481.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshworks-easiest-to-use-CRMs-e1702550098615-768x361.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Freshworks-easiest-to-use-CRMs-e1702550098615-1536x721.png 1536w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><span style=\"font-weight: 400;\">Freshsales CRM software is a CRM solution by Freshworks designed to assist companies in attracting, interacting with, closing, and nurturing leads.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This AI-powered email CRM has powerful automation capabilities that can help you understand customers and make smarter decisions through insights, predictions, and recommendations from data.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Features<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some features you get in Freshsales email CRM.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Contact lifecycle stages creation<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Create your contact <a href=\"https:\/\/www.engagebay.com\/blog\/lifecycle-marketing\/\">lifecycle stages<\/a> based on your business process.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Customization<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Customize fields\u2014text, date pickers, checklist, and formula fields to collect and store information for your business. You can also customize modules to capture additional information unique to your business process.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Multi-currency and multi-language feature<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Manage transactions in local currency, automate currency conversion, and customize your CRM to speak your preferred language.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Kanban view<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Monitor your contacts, accounts, and deals graphically as you progress.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pricing<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Freshsales CRM has four pricing plans\u2014Free, Growth, Pro, and Enterprise. There is a 21-day free trial on all the paid subscriptions.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Free<\/b><span style=\"font-weight: 400;\"> plan is billed Annually at $0\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Contact lifecycle stages&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Built-in chat, email, and phone&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Email templates&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Custom fields&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Sales dashboard&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Mobile app&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Growth<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $15\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;AI-powered contact scoring&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Sales sequences&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;<a href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-workflows\/\">Workflows&nbsp;<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&nbsp;Custom sales activities&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Pro<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $39\/month with the following features:<\/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&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Auto-assignment rules for contacts, accounts, deals&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sales teams &amp; territory management<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $69\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom modules&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/best-account-management-software\/\">Dedicated account manager<\/a>&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Sandbox<\/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;\">Customizable forms and data input<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">You can create multiple sales pipeline<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">There is a forever-free plan<\/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;\">The user interface can be improved&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited reporting<\/span><\/li>\n<\/ul>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/email-automation-software\/\">Read also: Email Automation Software: Top 6 Picks For Small Businesses<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>12. Keap (formerly Infusionsoft)<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9.png\"><img decoding=\"async\" class=\"aligncenter wp-image-30137\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9.png\" alt=\"Keap CRM\" width=\"700\" height=\"310\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9.png 1324w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9-300x133.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9-1024x453.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9-768x340.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-9-595xh.png 595w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Keap is a sales and marketing software for freelancers in small, medium-sized, and large businesses.&nbsp;<\/span><span style=\"font-weight: 400;\">With Keap CRM, you can organize your customer information and daily work in one place.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This frees you up from recurring tasks. Additionally, it has an automated <a href=\"https:\/\/www.engagebay.com\/blog\/lead-capture-landing-pages\/\">lead capture<\/a> system that captures leads through custom lead forms, landing pages, and social media.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><b>Features<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some key features of Keap.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Email marketing<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Send personalized email workflows to specific email segments for more conversion<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Reporting and analytics<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Run analyses on emails, campaign performance, and return on investment (ROI).<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Integration capabilities<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Keap CRM integrates seamlessly with various third-party applications and tools, such as payment processors, eCommerce platforms, and <a href=\"https:\/\/www.engagebay.com\/marketing\/marketing-automation\">marketing automation software<\/a>.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><b>Pricing<\/b><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Keap CRM has three <a href=\"https:\/\/www.engagebay.com\/blog\/infusionsoft-keap-pricing\/\">pricing plans<\/a>\u2014Pro, Max, and Ultimate.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Pro<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $159\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Email marketing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Marketing, sales &amp; <a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\">workflow automation<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead capture &amp; automated follow-up<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead &amp; client management&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Quotes, invoices &amp; payments<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/support\/create-landing-pages\"><span style=\"font-weight: 400;\">Landing pages<\/span><\/a><span style=\"font-weight: 400;\"> &amp; online sales<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Max<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $229\/month with additional features such as:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced lead optimization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Enhanced landing pages &amp; <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-sales\/\">sales tools<\/a><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">eCommerce tools<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced reporting<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Ultimate<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $279\/month with the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Premium CRM &amp; sales management<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable CRM to organize and filter data based on your business needs<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced marketing &amp; sales tools<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom user access controls<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Affiliate management &amp; collaboration<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pros<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Good phone and chat support<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Database management<\/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;\">Expensive pricing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited mobile features<\/span><\/li>\n<\/ul>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/keap-infusionsoft-alternatives\/\">Read also:&nbsp;11 of the Best Keap Alternatives (Features, Pricing)<\/a><\/p>\n<h3><span style=\"color: #993300;\"><b>13. Insightly<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-5.png\"><img decoding=\"async\" class=\"wp-image-30130 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-5.png\" alt=\"Insightly CRM\" width=\"700\" height=\"324\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-5.png 1327w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-5-300x139.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-5-1024x475.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-5-768x356.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/10\/chrome-capture-2022-9-14-5-595xh.png 595w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Fast-growing enterprises looking for an affordable, scalable, <a href=\"https:\/\/www.engagebay.com\/blog\/cloud-based-crm-software\/\">cloud-based CRM<\/a> system may consider Insightly CRM. <\/span><span style=\"font-weight: 400;\">It allows you to manage your business easily without leaving your inbox.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Insightly CRM&#8217;s seamless integrations with leading business email platforms like Gmail and Outlook make it possible to send, track, and manage emails from within your CRM suite.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Features<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Some key features of Insightly include the following.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Multi-format document generation<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Create templates that can generate documents in various formats based on the data stored in the application.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Content management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This feature allows email content to be edited, published, and sent from a single interface. Presentations, documents, photos, and other relevant electronic items may be included in this content.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Customization<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> With this feature, businesses can customize objects, fields, rules, calculations, and views in Insightly CRM software solutions to accommodate their unique processes.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Post-sales processes:<\/b><span style=\"font-weight: 400;\"> Convert won opportunities to projects by moving closed\/won opportunities to the post-sales process while preserving all record data and ensuring teams have access to the right information for follow-ups\/reviews.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pricing<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Insightly CRM has four <a href=\"https:\/\/www.engagebay.com\/blog\/hubspot-vs-insightly\/\">pricing plans<\/a>\u2014<\/span><a href=\"https:\/\/www.insightly.com\/free-crm\/\"><span style=\"font-weight: 400;\">Free<\/span><\/a><span style=\"font-weight: 400;\">, Plus, Professional, and Enterprise.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Free<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $0, and it&#8217;s just enough to get your business up and running with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">2 users<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">2,500 records<\/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;\">10 emails per day<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">2 custom fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom page layouts<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Plus<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $29 with the following features:<\/span><\/p>\n<ul>\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;\">Automated, customized emails<\/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-to-lead capture<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Kanban view<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact and organization 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 processes<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Task management<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Professional<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $49 with the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Lead assignment and routing<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Schedule outbound emails<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom queues<\/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;\">Webhooks<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Complete workflow automation<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom objects<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Enterprise<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $99 with the following additional features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customizable, real-time insight cards (unlimited)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom fields&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom apps<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Field-based permissions<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Calculated fields<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Custom validation rules<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pros<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Advanced reporting capabilities<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Affordable pricing<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/easy-to-use-crm-tools\/\"><span style=\"font-weight: 400;\">Easy to use<\/span><\/a><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Cons<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The interface for customizing objects could be more user-friendly<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The system occasionally experiences minor glitches<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #993300;\"><b>14. Copper<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/CRM-Software-Solutions-Company-Copper.png\"><img decoding=\"async\" class=\"aligncenter wp-image-38770\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/CRM-Software-Solutions-Company-Copper.png\" alt=\"Copper CRM\" width=\"700\" height=\"287\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/CRM-Software-Solutions-Company-Copper.png 1871w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/CRM-Software-Solutions-Company-Copper-300x123.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/CRM-Software-Solutions-Company-Copper-1024x419.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/CRM-Software-Solutions-Company-Copper-768x314.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/CRM-Software-Solutions-Company-Copper-1536x629.png 1536w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/CRM-Software-Solutions-Company-Copper-595xh.png 595w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Copper is a CRM solution integrated with Google Workspace. It is an easy-to-use CRM tool for small and medium-sized businesses on Google Workspace looking to manage their leads and grow customer relationships. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Its native Google Workspace integration allows you to see all conversations, files, and tasks across your team in one place.&nbsp;<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Features<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some of the key features of Copper CRM.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Email tracking<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Track when someone has opened your email and what they\u2019ve clicked.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Automated data entry<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This feature enables Copper CRM records to be automatically populated with your Gmail data, so you never have to add leads, contacts, or accounts manually.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Automated workflows<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> This feature in the Copper CRM tool automates workflow for some sales-related operations, streamlining your business procedures. Deals proceed more quickly as a result.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Task management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Manage and nurture relationships and close deals from your <a href=\"https:\/\/www.engagebay.com\/blog\/gmail-tips-and-tricks\/\">Gmail inbox<\/a>.&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pricing<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Copper has three pricing plans\u2014Basic, Professional, and Business.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Basic<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $25\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">2,500 contact limit<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Google Workspace integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Pipelines<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Contact enrichment<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Team collaboration<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Professional<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $59\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Everything in Basic, plus:<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">15,000 contacts<\/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;\">Bulk email and templates<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Reporting<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Integrations with your favorite tools<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Business<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $119\/month with the following features:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Everything in Professional, plus:<\/span><\/p>\n<ul>\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;\">Email sequences and drip campaigns<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Website tracking<\/span><\/li>\n<li style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/blog\/lead-scoring-guide\/\"><span style=\"font-weight: 400;\">Lead scoring<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">LinkedIn integration<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pros<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Google integration<\/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;\">Native marketing tools&nbsp;<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Cons<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Quite expensive pricing for early-stage startups<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Limited customization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Customer support isn&#8217;t guaranteed<\/span><\/li>\n<\/ul>\n<h3><span style=\"color: #993300;\"><b>15. Nimble<\/b><\/span><\/h3>\n<p><a href=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble.webp\"><img decoding=\"async\" class=\"aligncenter wp-image-39466\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble.webp\" alt=\"Nimble CRM with email\" width=\"700\" height=\"321\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble.webp 1124w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble-300x138.webp 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble-1024x470.webp 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble-768x353.webp 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/04\/Nimble-595xh.webp 595w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Nimble is the CRM for Office 365 and G-Suite that functions by seamlessly merging contacts from over 250 SaaS business apps and social networking platforms (Linkedin, Twitter, Facebook) with your business contacts, email inboxes, calendar appointments, and conversation history into a single team relationship manager.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nimble&#8217;s browser and email extensions make the software accessible wherever you work\u2014LinkedIn, Facebook, Twitter, Outlook, Gmail, Web, or your favorite SaaS (software as a service) business apps.<\/span><\/p>\n<h4><span style=\"color: #666699;\"><strong>Features<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Here are some features you\u2019ll find in Nimble.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><b>Contact management<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Automatically sync your emails, contacts, and calendars across your favorite Microsoft 365 products, like Teams.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Data-driven analytics<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Forecast your business progress using email tracking templates and customizable reports to make informed business decisions.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Matching and enriching social profiles: <\/b><span style=\"font-weight: 400;\">Nimble CRM allows you to locate social profile details, emails, phone numbers, and addresses for contacts and prospects. These details are added to your business database to generate and nurture leads for your business.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Segmentation and saved segments<\/b><span style=\"font-weight: 400;\"><strong>:<\/strong> Segment your database into smaller batches for proper nurturing and save searches for quick access.<\/span><\/li>\n<li style=\"font-weight: 400;\"><b>Custom web forms: <\/b><span style=\"font-weight: 400;\">Create and implement your web forms, which can be used to <a href=\"https:\/\/www.engagebay.com\/blog\/lead-generation-guide\/\">generate leads<\/a> from your website and quickly convert them.<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pricing<\/strong><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">There is just one pricing plan for Nimble CRM\u2014the <\/span><b>Business<\/b><span style=\"font-weight: 400;\"> plan.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b>Business<\/b><span style=\"font-weight: 400;\"> plan is billed annually at $25\/month with the following features:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">25,000 contact records<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">2 GB\/user storage (You can upgrade to add storage in 10 GB increments at $10 per month)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Microsoft 365 &amp; Google Workspace integration<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Nimble Prospector<\/span><\/li>\n<\/ul>\n<h4><span style=\"color: #666699;\"><strong>Pros<\/strong><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Mobile app access<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Easy to integrate<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">User data consolidation across platforms<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Affordable 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;\">Limited customization<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Multiple <\/span><span style=\"font-weight: 400;\">p<\/span><span style=\"font-weight: 400;\">ipeline management interfaces <\/span><span style=\"font-weight: 400;\">need to be improved<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Group messaging incurs additional costs<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.engagebay.com\/email-templates\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-66157 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png\" alt=\"Banner promoting over 1,000 free HTML email templates from EngageBay. Customize and send beautiful, easy-to-use email templates for impactful marketing campaigns. Try for free.\" width=\"770\" height=\"206\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1.png 770w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-300x80.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2024\/08\/Final-Email-Blog-CTA-770x206-1-768x205.png 768w\" sizes=\"(max-width: 770px) 100vw, 770px\" \/><\/a><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/nimble-alternatives\/\">Read also: 19 Great Nimble Alternatives: Finding the Best Fit for Your Business<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion_What_Is_the_Best_Email_CRM_Software\"><\/span><span style=\"color: #339966;\"><b>Conclusion: What Is the Best Email CRM Software?<\/b><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The answer to that depends on your business needs and budget.&nbsp;<\/span><span style=\"font-weight: 400;\">Copper, Nimble, and Insightly are great options if you are a startup requiring a simple email CRM solution.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> is the best option for small and mid-sized business owners looking for an affordable <\/span><span style=\"font-weight: 400;\">email marketing platform<\/span><span style=\"font-weight: 400;\"> with all the necessary marketing automation and <a href=\"https:\/\/www.engagebay.com\/blog\/crm-functionality-growth-hacks\/\">CRM functionality<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you feel EngageBay isn&#8217;t for you, check out other CRM solutions like Salesforce, HubSpot, ClickUp, Nutshell, and Agile CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, with EngageBay, you save up to 52% of the price you\u2019d pay for Salesforce and 40% of the price you&#8217;d pay for HubSpot with the same functionalities.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can <a href=\"https:\/\/app.engagebay.com\/signup\">sign up for <\/a><\/span><span style=\"font-weight: 400;\">free<\/span><span style=\"font-weight: 400;\"> and take a look around today!<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">\ud83d\udc49 Have you tried our<\/span><\/i><a href=\"https:\/\/www.engagebay.com\/email-templates\/\"> <i><span style=\"font-weight: 400;\">email templates<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">? Share your experience in the comments below, and let us know how they worked for your campaigns!<\/span><\/i><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_6268678992035840' data-id='6268678992035840'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>With changing consumer behavior, email practices that worked before may be less effective now. 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All-in-one marketing, sales, and service\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/engagebay\" \/>\n<meta property=\"article:published_time\" content=\"2023-12-14T14:35:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-21T06:52:47+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/email-crm-software.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Okereke Daniella\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@engagebay\" \/>\n<meta name=\"twitter:site\" content=\"@engagebay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Okereke Daniella\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"31 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/\"},\"author\":{\"name\":\"Okereke Daniella\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/fa651e62a73a56259edafeaa77b6a68a\"},\"headline\":\"15 Email CRM Software for Pro-Level Marketing in 2025\",\"datePublished\":\"2023-12-14T14:35:35+00:00\",\"dateModified\":\"2025-04-21T06:52:47+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/\"},\"wordCount\":6101,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/email-crm-software.jpg\",\"keywords\":[\"email CRM\",\"email CRM marketing\",\"email CRM software\",\"email CRM tools\"],\"articleSection\":[\"CRM\",\"Email Marketing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/\",\"name\":\"15 Email CRM Software for Pro-Level Marketing in 2025\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/email-crm-software.jpg\",\"datePublished\":\"2023-12-14T14:35:35+00:00\",\"dateModified\":\"2025-04-21T06:52:47+00:00\",\"description\":\"This blog post covers 15 email CRM software, detailing their pros, cons, pricing, features, and user rating.\u00a0\",\"breadcrumb\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/#primaryimage\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/email-crm-software.jpg\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2023\/12\/email-crm-software.jpg\",\"width\":1000,\"height\":600,\"caption\":\"email-crm-software\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/email-crm-software\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.engagebay.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Email Marketing\",\"item\":\"https:\/\/www.engagebay.com\/blog\/category\/email-marketing\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"15 Email CRM Software for Pro-Level Marketing in 2025\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"name\":\"EngageBay - 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