For today’s B2B businesses it is CRUCIAL to have a good Customer Relationship Management (CRM) software. And with countless options available, it can be challenging to identify the best B2B CRM for your circumstances and needs.
We know this, so instead of Overwhelming you with complex comparison tables and 5000 words of useless information (like most review pages do) we’ll give you the BEST options for each situation and priority.
Select below and find the best fit for your sales team’s SUCCESS.
Cheapest B2B CRMs
Best B2B CRM for Small Business & Startups
Best FREE CRM for B2B
Easiest-to-use CRM for B2B
Most Advanced CRM for B2B
Best B2B CRM for Sales Teams
Best B2B CRM: The Top 10 Contenders
Salesforce is a household name in the CRM world. Renowned for its robust feature set and scalability, it’s an ideal choice for B2B businesses of all sizes. With Salesforce, you can automate workflows, nurture leads, and gain valuable insights to drive your sales efforts.
HubSpot’s CRM is a favorite among B2B sales professionals for its user-friendly interface and integrated tools. It offers email tracking, lead management, and detailed analytics to help your team work more efficiently and close deals faster.
Pipedrive is designed to keep your sales pipeline organized and efficient. It’s an excellent choice for B2B sales teams, offering features like customizable pipelines, goal setting, and detailed reporting.
Zoho CRM caters to B2B businesses with a wide array of features, from lead management to analytics. It’s highly customizable and provides integrations with other business tools, making it a versatile choice.
Freshsales, by Freshworks, is known for its intuitive user interface and AI-driven lead scoring. B2B sales teams can benefit from its email tracking, event tracking, and built-in phone system for effective communication.
Microsoft Dynamics 365
Microsoft’s CRM solution is known for its seamless integration with other Microsoft products, making it a top choice for businesses already using Microsoft tools.
Zendesk Sell offers a user-friendly interface with powerful sales automation features, making it a great choice for B2B sales teams.
Insightly is a comprehensive CRM that specializes in project management and relationship building, making it ideal for B2B businesses with complex sales processes.
Nutshell is a simple and intuitive CRM that focuses on streamlining sales and relationship management for small to mid-sized B2B businesses.
ActiveCampaign combines CRM and marketing automation, making it a versatile choice for B2B businesses looking to streamline their sales and marketing efforts. It offers email marketing, automation, and lead management in a single platform.
Check out our blog Zoho vs Zendesk to find out more about these two softwares.
Best CRM for B2B Sales: Key Features to Consider
When searching for the best B2B CRM software, keep an eye out for essential features like:
Lead Management: The ability to capture, categorize, and track leads effectively is critical for B2B sales success.
Automation: CRM software with automation capabilities streamlines tasks, such as sending follow-up emails and scheduling appointments, saving your team time.
Customization: A flexible CRM allows you to tailor it to your specific needs, ensuring it aligns with your unique sales processes.
Analytics and Reporting: Access to detailed insights and reports helps you make data-driven decisions and refine your sales strategies.
Integration: Look for a CRM that seamlessly integrates with your existing tools, such as email and marketing software.
The «best» B2B CRM software can vary from one business to another.
It’s essential to consider your specific needs, budget, and scalability when making a decision. Most CRMs offer free trials, so take advantage of these to see which one aligns best with your team’s workflow.
Implementing best practices in B2B CRM is fundamental for businesses seeking to establish stronger customer relationships, improve operational efficiency, and drive growth. By centralizing data, personalizing interactions, aligning sales and marketing efforts, nurturing relationships, and adapting to client feedback, businesses can master B2B CRM and thrive in today’s competitive landscape.
Below you’ll find a list of situations and which we consider are the best (and worst) option for each case.
The Cheapest CRMs for B2B
When it comes to finding affordable CRM solutions, Insightly and Nutshell stand out as cost-effective options. Both offer robust features without breaking the bank.
However, the least budget-friendly option among these contenders is Microsoft Dynamics 365, which is known for its higher pricing and may not be the best choice for those on a tight budget.
The Best for Small B2B Business & Startups
For small businesses and startups, Nutshell and HubSpot CRM are excellent choices.
Nutshell’s simplicity and affordability make it a great fit for smaller operations. HubSpot CRM, on the other hand, is tailored to support the growth of startups and small businesses. Its user-friendly interface and extensive free plan, along with features designed to enhance customer relationships and marketing efforts, make it an ideal choice.
Microsoft Dynamics 365 may be overkill for small businesses and startups, and its pricing can be prohibitive.
The Best FREE CRM Option for B2B
If you’re looking for a free CRM option, HubSpot CRM is a standout choice. It offers a comprehensive set of features at no cost, making it an excellent choice for businesses that want to manage their customer relationships without incurring expenses. It can also scale as the business grow.
Additionally, ActiveCampaign offers a free 14-day trial with limited features, making it a good option for those who want to start with a free version.
In contrast, Microsoft Dynamics 365 is not available for free, and its pricing is a lot higher.
The Easiest-to-Use CRM for B2B
In contrast, Microsoft Dynamics 365, with its extensive feature set, can be more complex to use, potentially posing challenges for those seeking a simple and easy-to-use solution.
The Most Advanced CRM for B2B
If you require advanced features and scalability, Salesforce and Microsoft Dynamics 365 are top choices. These CRMs offer a wide range of capabilities, including automation, customization, and deep analytics.
Active Campaign is, in our personal experience the least advanced and robust for big companies and complex operations.
The Best CRM for B2B Team Colaboration
For team collaboration and communication, Salesforce and Pipedrive are strong contenders. These CRMs offer features like collaborative pipelines, team reporting, and integrations with communication tools.
However, ActiveCampaign, primarily designed for marketing automation, may not be the best fit for teams seeking comprehensive sales features.
In conclusion, the choice of the best CRM software for your specific needs depends on various factors, including your budget, business size, desired features, and user-friendliness. Evaluate your unique requirements to determine which CRM aligns most closely with your goals, and consider a free trial or demo to explore the software hands-on before making your final decision.
Make the smart choice, invest in a B2B CRM, and watch your sales soar.