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amoCRM   

133
Lead & Sales Management for SMBs
Use amoCRM to work across platforms, using smart automations in an intuitive digital pipeline. Tasks and notifications help you close more deals. Read more about amoCRM
Lead & Sales Management for SMBs
Use amoCRM to work across platforms, using smart automations in an intuitive digital pipeline. Tasks and notifications help you close more deals. Read more about amoCRM

Zoho CRM   

2,422
CRM software that helps you sell smarter, better, faster.
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications. Read more about Zoho CRM
CRM software that helps you sell smarter, better, faster.
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications. Read more about Zoho CRM

Capsule   

76
Take care of your customers and sales opportunities
Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate. Read more about Capsule
Take care of your customers and sales opportunities
Capsule is the smart simple online CRM. It's used to build stronger customer relationships, make more sales, save time, be more organized and collaborate. Read more about Capsule

Scoro   

131
Comprehensive business management software.
Scoro is a cloud-based business management software, covering project & work management, CRM, quoting, billing, advanced reporting, dashboards, and much more. Read more about Scoro
Comprehensive business management software.
Scoro is a cloud-based business management software, covering project & work management, CRM, quoting, billing, advanced reporting, dashboards, and much more. Read more about Scoro

vCita Business App   

134
Own your time. Master your business.
Manage your clients, take notes, mark for follow-up and respond to client requests while on-the-go. Read more about vCita Business App
Own your time. Master your business.
Manage your clients, take notes, mark for follow-up and respond to client requests while on-the-go. Read more about vCita Business App

Airtable   

571
Cloud-based organization & collaboration tool
Airtable is a mobile friendly organization & collaboration platform designed to provide any sized team with the tools to create easy-to-use & flexible workflows. Read more about Airtable
Cloud-based organization & collaboration tool
Airtable is a mobile friendly organization & collaboration platform designed to provide any sized team with the tools to create easy-to-use & flexible workflows. Read more about Airtable

InfoFlo   

67
All-in-One CRM Software Solution
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades. Read more about InfoFlo
All-in-One CRM Software Solution
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades. Read more about InfoFlo

Bitrix24   

280
Free collaboration, communication & management tool suite
Bitrix24 is an online -or self-hosted- business collaboration platform providing CRM, document management, tasking, time management, & project management tools. Read more about Bitrix24
Free collaboration, communication & management tool suite
Bitrix24 is an online -or self-hosted- business collaboration platform providing CRM, document management, tasking, time management, & project management tools. Read more about Bitrix24

Agile CRM   

292
Sales and marketing CRM for growing businesses
All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk. Read more about Agile CRM
Sales and marketing CRM for growing businesses
All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk. Read more about Agile CRM

TEAMGATE  

119
Simply smart Sales CRM software
A web based full process Sales CRM designed with you in mind to manage every step in your sales pipeline simply and efficiently. Read more about TEAMGATE
Simply smart Sales CRM software
A web based full process Sales CRM designed with you in mind to manage every step in your sales pipeline simply and efficiently. Read more about TEAMGATE

EventBank  

35
All-in-one Event & Membership Management Software Solutions
All-in-one CRM with Membership Management, Event Management, Email Marketing, Finance Tools and two Mobile Apps. Read more about EventBank
All-in-one Event & Membership Management Software Solutions
All-in-one CRM with Membership Management, Event Management, Email Marketing, Finance Tools and two Mobile Apps. Read more about EventBank

Apptivo CRM  

291
CRM for managing customer accounts
Apptivo CRM is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities. Read more about Apptivo CRM
CRM for managing customer accounts
Apptivo CRM is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities. Read more about Apptivo CRM

Vtiger CRM  

107
All-in-one CRM for small businesses
Vtiger CRM enables marketing, sales, and support teams to follow, engage with, and plan work around customers as they move across the entire customer life cycle. Read more about Vtiger CRM
All-in-one CRM for small businesses
Vtiger CRM enables marketing, sales, and support teams to follow, engage with, and plan work around customers as they move across the entire customer life cycle. Read more about Vtiger CRM

1CRM  

54
Doing Business, Better
By integrating every aspect of your business, CRM systems help attract, retain, and delight customers through a combination of people, process, and technology. Read more about 1CRM
Doing Business, Better
By integrating every aspect of your business, CRM systems help attract, retain, and delight customers through a combination of people, process, and technology. Read more about 1CRM

ConvergeHub  

24
Sales, marketing, customer service & billing CRM for SMBs
Use ConvergeHub to engage, communicate and collaborate with leads, prospects and customers at every stage and from any device. Read more about ConvergeHub
Sales, marketing, customer service & billing CRM for SMBs
Use ConvergeHub to engage, communicate and collaborate with leads, prospects and customers at every stage and from any device. Read more about ConvergeHub

ForceManager  

31
The leading mobile CRM for field sales management
ForceManager is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. Read more about ForceManager
The leading mobile CRM for field sales management
ForceManager is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. Read more about ForceManager

Teamleader  

21
CRM, invoicing & project planning in a single tool for SME's
- Manage your contacts - Action summary by client - Simple client segmentation. Read more about Teamleader
CRM, invoicing & project planning in a single tool for SME's
- Manage your contacts - Action summary by client - Simple client segmentation. Read more about Teamleader

SuiteCRM  

29
Modular, open source CRM for businesses of all types
SuiteCRM is an open source, modular CRM that can be configured for sales, marketing, IT or service departments in any industry, in businesses of any size. Read more about SuiteCRM
Modular, open source CRM for businesses of all types
SuiteCRM is an open source, modular CRM that can be configured for sales, marketing, IT or service departments in any industry, in businesses of any size. Read more about SuiteCRM

AllProWebTools  

8
A complete business management solution for small businesses
A complete business management tool suite for small business sales, productivity, marketing, CRM, website hosting, commerce, & email marketing operations. Read more about AllProWebTools
A complete business management solution for small businesses
A complete business management tool suite for small business sales, productivity, marketing, CRM, website hosting, commerce, & email marketing operations. Read more about AllProWebTools

Weclapp Cloud CRM  

1
Compact CRM solution for small businesses & freelancers
Weclapp Cloud CRM is a web-based customer relationship management (CRM) software for small and medium-sized companies to manage their contacts, leads, and customers, identify sales opportunities, and create campaigns, with tools including team chat, task management, Microsoft Outlook sync, and more… Read more about Weclapp Cloud CRM
Compact CRM solution for small businesses & freelancers
Weclapp Cloud CRM is a web-based customer relationship management (CRM) software for small and medium-sized companies to manage their contacts, leads, and customers, identify sales opportunities, and create campaigns, with tools including team chat, task management, Microsoft Outlook sync, and more… Read more about Weclapp Cloud CRM

Keap  

0
Smart Client Management for Small Businesses
Meet Keap: A smarter way for small businesses to turn incoming leads into satisfied clients. Read more about Keap

Keap

0
Smart Client Management for Small Businesses
Meet Keap: A smarter way for small businesses to turn incoming leads into satisfied clients. Read more about Keap
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CRM Category Leaders Q1 2019

GetApp's quarterly ranking showcases the leading 10-15 CRM apps based in the cloud. Each app is scored using five factors, worth 20 points each, for a total possible score out of 100. These factors include user reviews, integrations, mobile app availability, functionality, and security. Each app's score is independent of commercial interests and existing relationships that GetApp has with app vendors.

Scroll down for more details about inclusion criteria and scoring.

Score
ReviewsIntegrationsMobileFunctionalitySecurity
75
75
Reviews 20/20
Integrations 20/20
Mobile 16/20
Functionality 19/20
Security -/20
70
70
Reviews 17/20
Integrations 17/20
Mobile 18/20
Functionality 18/20
Security -/20
69
69
Reviews 12/20
Integrations 13/20
Mobile 13/20
Functionality 16/20
Security 15/20
66
66
Reviews 11/20
Integrations 12/20
Mobile 13/20
Functionality 15/20
Security 15/20
66
66
Reviews 17/20
Integrations 17/20
Mobile 14/20
Functionality 18/20
Security -/20
64
64
Reviews 10/20
Integrations 16/20
Mobile 14/20
Functionality 10/20
Security 14/20
62
62
Reviews 16/20
Integrations 16/20
Mobile 14/20
Functionality 16/20
Security -/20
61
61
Reviews 17/20
Integrations 16/20
Mobile 13/20
Functionality 15/20
Security -/20
60
60
Reviews 17/20
Integrations 12/20
Mobile 13/20
Functionality 18/20
Security -/20
58
58
Reviews 8/20
Integrations 6/20
Mobile 16/20
Functionality 13/20
Security 15/20
58
58
Reviews 15/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20
57
57
Reviews 9/20
Integrations 10/20
Mobile 14/20
Functionality 10/20
Security 14/20
57
57
Reviews 11/20
Integrations 12/20
Mobile 15/20
Functionality 12/20
Security 7/20
56
56
Reviews 12/20
Integrations 4/20
Mobile 13/20
Functionality 14/20
Security 13/20
56
56
Reviews 13/20
Integrations 16/20
Mobile 13/20
Functionality 14/20
Security -/20

What is Category Leaders?

GetApp’s Category Leaders graphic identifies leading cloud-based software products in the Customer Relationship Management (CRM) software category. If you’re a business owner or decision maker who is evaluating CRM technology options for your company, Category Leaders is for you.

The ranking highlights key factors that small businesses should consider when assessing which software products may be right for them. These factors include user perception (“user reviews”), compatibility with other systems (“integrations”), mobile offerings (“mobile”), technical capabilities (“functionality”), and product security (“security”).

To create each Category Leaders ranking, our research team typically evaluates hundreds of products in any one category. The 10-15 with the highest scores become Category Leaders.

What makes a product eligible for Category Leaders?

Category Leaders is focused on the North American CRM software market. To be eligible for inclusion, products must offer a core set of functionality, as determined by our research analysts, who provide coverage of and have familiarity with products in that market. Please see the “Functionality” section below for additional details on the core set of functionality we define for the CRM market.

Since Category Leaders is intended to cover the CRM market at large, individual analysts use their market experience and knowledge, existing market-based research, and small business software buyer needs analysis to assess an application’s suitability for a given category depending on whether it can reasonably be expected to be relevant to most small business buyers across industries searching for a system with a strong focus on CRM capabilities.

In addition, a product must have at least 20 unique user-submitted product reviews across the three Gartner Digital Markets web properties: softwareadvice.com, capterra.com, and getapp.com, and those reviews must be published within 18 months of the start of the analysis period. The analysis period for the Q1 2019 Category Leaders update is May 9, 2017 to November 9, 2018.

How are the scores calculated?

An app’s score is calculated using five unique data points, each scored out of 20, resulting in a total score out of 100. The ranking and scoring methodology ensure complete impartiality and independence from any relationships that GetApp has with app vendors.

User Reviews

Review scores are calculated using weighted reviews collected from GetApp and its sister sites, Software Advice and Capterra. This score is based on average user ratings (on a scale from 1 to 5) of how satisfied users are with a product overall. The scoring includes ratings left within the previous 18-month period; ratings that are more recent are weighted more heavily.

The methodology calculates the percentile ranking for each product relative to all other products in the software category that have qualified for inclusion. That percentile ranking is then translated into a 1 to 20 score.

Integrations

Integration scores factor in a number of variables. Up to 16 points are awarded based on the number of integrations an app has. The first 10 points are awarded based on the number of integrations relative to the category average, while 4 points are awarded based on the number of integrations relative to the leaders in the category. An additional 5 points is awarded for an integration with Zapier, a widely used software integration platform, while an extra point is given for having an open API. The total possible score for integrations is 20 points.

Mobile Platforms

Mobile scores are calculated based on the availability of an iOS and Android app. Five points are awarded for the presence of each app, with an additional 10 points awarded for the number and average rating of reviews in both the App Store and Google Play. These review scores are calculated on a scale based on the category average for a maximum of 5 points per platform and an overall maximum score of 20.

If there isn’t a native iOS or Android app, the product’s website is assessed using Google’s PageSpeed Insights to measure mobile usability. A score out of 100 is given, then scaled to a score out of 5 for a maximum of 5 points.

Functionality

Functionality scores are assigned based on a combination of two assessments: user ratings and functionality breadth data.

Fifty percent of the score is based on average user ratings on a scale from 1 to 5 of how satisfied users are with the product’s functionality. The scoring includes ratings left within the previous 18-month period; ratings that are more recent are weighted more heavily.

The methodology calculates the percentile ranking for each product relative to all other products in the software category that have qualified for inclusion. That percentile ranking is then translated into a 1 to 10 score.

The other 50% of the score is based on a functionality assessment of the product. For each software category, our research analysts define a core set of features that a product must offer, as well as additional “nice-to-have” common and optional features. For the CRM category, we identify the following set of features:

  • Core features: contact management, interaction tracking, and lead management.
  • Common features (at least two of the following): email marketing, workflow management, forecasting, reporting or analytics, call management, and lead scoring.
  • Optional features: customer support tracking, channel management, social media integration, document management, contact list management, marketing automation, product catalog, quote management, referral tracking, and territory management.

Products are assessed according to how many of those pre-defined features they offer, and products with more features receive a higher score. We use this data to calculate a product’s percentile ranking, which allows us to determine how products compare relative to one another rather than determine an absolute number.

All told, a vendor can receive up to 10 points based on user ratings and up to 10 points based on the features assessment for a total maximum score of 20 for “functionality.”

Security

Security scoring is calculated using answers from a vendor-completed survey. The questions in the survey are based on the Cloud Security Alliance self-assessment form as part of the Security, Trust & Assurance Registry, supplemented by the expertise of our security research experts. Each answer in the 16-question survey is assigned a point value. The scoring then calculates the percentile ranking for each product relative to all other products in the software category that have qualified for Category Leaders consideration. That percentile ranking is then translated into a 1 to 20 score.

In the event of a tie, each data point is weighted for importance, with security taking precedent, followed by reviews, integrations, mobile apps, and functionality, respectively.

External Usage Guidelines

Providers must abide by the Category Leaders External Usage Guidelines when referencing Category Leaders content. Except in digital media with character limitations, the following disclaimer MUST appear with any/all Category Leaders reference(s) and graphic use:

GetApp Category Leaders constitute the subjective opinions of individual end-user reviews, ratings, and data applied against a documented methodology; they neither represent the views of, nor constitute an endorsement by, GetApp or its affiliates.

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