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Salesforce Sales Cloud   

10,340
Cloud-based CRM & Sales Automation
Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more. Read more about Salesforce Sales Cloud
Cloud-based CRM & Sales Automation
Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more. Read more about Salesforce Sales Cloud

Accelo   

27
Automation software for all Professional Service Businesses
Eliminate data entry with automatic import all of your emails and appointments with clients into a platform that grows and learns as you do. Read more about Accelo
Automation software for all Professional Service Businesses
Eliminate data entry with automatic import all of your emails and appointments with clients into a platform that grows and learns as you do. Read more about Accelo

Copper   

331
(formerly ProsperWorks) The only CRM recommended for Google
Copper - formerly ProsperWorks - is the only CRM recommended for Google, and allows your team to focus on what they do best - closing more deals. Read more about Copper
(formerly ProsperWorks) The only CRM recommended for Google
Copper - formerly ProsperWorks - is the only CRM recommended for Google, and allows your team to focus on what they do best - closing more deals. Read more about Copper

monday.com   

1,599
Project Management Made Easy
monday.com is a visual tool that will help you track leads and manage projects in one place. It's a CRM mixed with a project management tool and a task list. Read more about monday.com
Project Management Made Easy
monday.com is a visual tool that will help you track leads and manage projects in one place. It's a CRM mixed with a project management tool and a task list. Read more about monday.com

HubSpot CRM   

1,722
Everything you need to sell in one integrated suite
HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM. Read more about HubSpot CRM
Everything you need to sell in one integrated suite
HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM. Read more about HubSpot CRM

Hatchbuck   

146
Sales & marketing for small businesses
Track and manage all of your small business sales and marketing activities in one spot. Read more about Hatchbuck
Sales & marketing for small businesses
Track and manage all of your small business sales and marketing activities in one spot. Read more about Hatchbuck

Pipeliner CRM   

81
It's All About Sales! Pipeline management, sales process.`
Pipeliner CRM a sales enablement tool for sales management and salespeople. Focusing on what matters, pipeline + process + focus + analytics for revenue. Read more about Pipeliner CRM
It's All About Sales! Pipeline management, sales process.`
Pipeliner CRM a sales enablement tool for sales management and salespeople. Focusing on what matters, pipeline + process + focus + analytics for revenue. Read more about Pipeliner 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

Airtable   

564
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

Bitrix24   

277
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

todo.vu   

26
Productivity suite for freelancers & SMBs
todo.vu is a cloud-based productivity suite which enables freelancers & small teams to manage tasks, time & client communication effectively & efficiently. Read more about todo.vu
Productivity suite for freelancers & SMBs
todo.vu is a cloud-based productivity suite which enables freelancers & small teams to manage tasks, time & client communication effectively & efficiently. Read more about todo.vu

HarmonyPSA   

13
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources
The next generation of professional services automation.
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Read more about HarmonyPSA Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources

BigContacts  

179
Affordable CRM Software for Small Business
Simple & Affordable CRM Software for small business. Organize Contacts, Manage Tasks, Track Opportunities & Manage Email Campaigns and more! Read more about BigContacts
Affordable CRM Software for Small Business
Simple & Affordable CRM Software for small business. Organize Contacts, Manage Tasks, Track Opportunities & Manage Email Campaigns and more! Read more about BigContacts

Logicbox  

49
When off-the-shelf doesn't cut it!
CRM apps are easy. There are dozens of choices. Getting your web-based CRM application to incorporate your unique upstream and downstream processes is the challenge. You can pay exorbitant fees to a Salesforce developer for a clunky configuration that meets half of your needs. Read more about Logicbox Or you can choose a provider that will deliver a custom data model that scales your business and automates all the processes that makes your business special.
When off-the-shelf doesn't cut it!
CRM apps are easy. There are dozens of choices. Getting your web-based CRM application to incorporate your unique upstream and downstream processes is the challenge. You can pay exorbitant fees to a Salesforce developer for a clunky configuration that meets half of your needs. Read more about Logicbox Or you can choose a provider that will deliver a custom data model that scales your business and automates all the processes that makes your business special.

JobNimbus  

45
Truly Simple CRM & Project Management
JobNimbus is an all-in-one CRM (customer relationship management) and project management software to manage contacts, projects and tasks. JobNimbus is designed using a simple and intuitive interface for ease of use and greater speed. The CRM software is tailored for freelancers and small businesses. Read more about JobNimbus JobNimbus enables team communication and collaboration with file sharing, task management, lead management, workflow automation, and more. JobNimbus provides mobile access to your projects, contact and task information and is compatible with PC, Mac, Android, BlackBerry, iPhone/iPad, and Windows Phone.
Truly Simple CRM & Project Management
JobNimbus is an all-in-one CRM (customer relationship management) and project management software to manage contacts, projects and tasks. JobNimbus is designed using a simple and intuitive interface for ease of use and greater speed. The CRM software is tailored for freelancers and small businesses. Read more about JobNimbus JobNimbus enables team communication and collaboration with file sharing, task management, lead management, workflow automation, and more. JobNimbus provides mobile access to your projects, contact and task information and is compatible with PC, Mac, Android, BlackBerry, iPhone/iPad, and Windows Phone.

Outlook Customer Manager  

5,361
Lightweight CRM for Outlook in Office 365
Outlook Customer Manager is a lightweight customer relationship management (CRM) tool for Outlook, available as part of Office 365 for Business subscriptions. Read more about Outlook Customer Manager
Lightweight CRM for Outlook in Office 365
Outlook Customer Manager is a lightweight customer relationship management (CRM) tool for Outlook, available as part of Office 365 for Business subscriptions. Read more about Outlook Customer Manager

Favro  

365
All-in-one planning & collaboration app
Favro is an all-in-one planning & collaboration app which enables marketers to plan, track & manage ideas effectively using intuitive boards, cards & reports. Read more about Favro
All-in-one planning & collaboration app
Favro is an all-in-one planning & collaboration app which enables marketers to plan, track & manage ideas effectively using intuitive boards, cards & reports. Read more about Favro

ONLYOFFICE  

277
Cloud Office Suite
ONLYOFFICE is a secure web office integrated with CRM, document&project management, email, calendar, chat and internal social network, all to organize your teamwork in one place. Read more about ONLYOFFICE
Cloud Office Suite
ONLYOFFICE is a secure web office integrated with CRM, document&project management, email, calendar, chat and internal social network, all to organize your teamwork in one place. Read more about ONLYOFFICE

Lexicata  

59
CRM & client intake solution for law firms
Lexicata is a CRM & client intake solution designed to provide small to medium sized law firms with the technology to manage their leads & professional contacts. Read more about Lexicata
CRM & client intake solution for law firms
Lexicata is a CRM & client intake solution designed to provide small to medium sized law firms with the technology to manage their leads & professional contacts. Read more about Lexicata

Tubular  

30
Sales pipeline software & CRM for teams
Tubular is a cloud-based sales pipeline & customer relationship management (CRM) software built for teams, for managing contacts, leads, deals, tasks, and more. Read more about Tubular
Sales pipeline software & CRM for teams
Tubular is a cloud-based sales pipeline & customer relationship management (CRM) software built for teams, for managing contacts, leads, deals, tasks, and more. Read more about Tubular

Flowlu  

34
Online project management & collaboration suite
Flowlu is an online business management toolssuite that provides task management, project management, online invoicing and knowledge management. Read more about Flowlu
Online project management & collaboration suite
Flowlu is an online business management toolssuite that provides task management, project management, online invoicing and knowledge management. Read more about Flowlu

Claritysoft CRM  

47
User-friendly customer relationship management software
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently. Read more about Claritysoft CRM
User-friendly customer relationship management software
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently. Read more about Claritysoft CRM

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

PROMYS CRM Help Desk PSA  

27
Best reviewed cloud based CRM, Help Desk, PSA software
CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information. Read more about PROMYS CRM Help Desk PSA
Best reviewed cloud based CRM, Help Desk, PSA software
CRM with built in quoting, quote revisions automatically update the sale forecast, 360' mobile view of all customer operational data and transaction information. Read more about PROMYS CRM Help Desk PSA
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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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