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Zendesk Sell   

111
All-in-one sales platform for sales teams
Base is a CRM software focused on empowering sales teams to win more deals. By automating tasks, data capture and analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance. Read more about Zendesk Sell
All-in-one sales platform for sales teams
Base is a CRM software focused on empowering sales teams to win more deals. By automating tasks, data capture and analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance. Read more about Zendesk Sell

Thryv   

89
All-in-one management software built for small business
CRM software for small business. View contact info, appointment history, unique preferences, and notes with tags and filters. Includes text and email marketing. Read more about Thryv
All-in-one management software built for small business
CRM software for small business. View contact info, appointment history, unique preferences, and notes with tags and filters. Includes text and email marketing. Read more about Thryv

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

Insightly   

400
The CRM For What You Value Most - Life. Time. Customers.
The CRM for what you value most. Grow your business faster than ever before by building stronger customer relationships over. Read more about Insightly
The CRM For What You Value Most - Life. Time. Customers.
The CRM for what you value most. Grow your business faster than ever before by building stronger customer relationships over. Read more about Insightly

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

Pipedrive   

1,857
CRM built by salespeople, for salespeople
Pipedrive provides customer management to small businesses with a visual, drag-n-drop sales pipeline, sales reporting, email & Google Maps integration, & more. Read more about Pipedrive
CRM built by salespeople, for salespeople
Pipedrive provides customer management to small businesses with a visual, drag-n-drop sales pipeline, sales reporting, email & Google Maps integration, & more. Read more about Pipedrive

monday.com   

1,605
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

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

bpm'online CRM   

77
Boost marketing, sales and service performance!
Online software for business process automation, sales force automation, marketing and service management. Read more about bpm'online CRM
Boost marketing, sales and service performance!
Online software for business process automation, sales force automation, marketing and service management. Read more about bpm'online CRM

Virtuagym   

60
All-in-One Club Management Software
Virtuagym is a unique, all-in-one fitness solution tailor made for personal trainers and fitness businesses of all sizes. Read more about Virtuagym
All-in-One Club Management Software
Virtuagym is a unique, all-in-one fitness solution tailor made for personal trainers and fitness businesses of all sizes. Read more about Virtuagym

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   

569
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

ABM Loyalty   

2
Cloud based loyalty program for B2B & B2C
ABM Loyalty is a cloud-based loyalty program platform with integrated CRM suitable for a variety of B2B and B2C organizations who would like to further develop their buyer/customer relationships and stimulate repeated sales. Identify customers, reward purchases, collect customer data & more. Read more about ABM Loyalty
Cloud based loyalty program for B2B & B2C
ABM Loyalty is a cloud-based loyalty program platform with integrated CRM suitable for a variety of B2B and B2C organizations who would like to further develop their buyer/customer relationships and stimulate repeated sales. Identify customers, reward purchases, collect customer data & more. Read more about ABM Loyalty

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

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

HelpCrunch  

54
Live chat, email automation & helpdesk for support and sales
HelpCrunch is a web & mobile customer communication platform that combines a modern live chat, email automation, and a simple help desk in one solution. Read more about HelpCrunch
Live chat, email automation & helpdesk for support and sales
HelpCrunch is a web & mobile customer communication platform that combines a modern live chat, email automation, and a simple help desk in one solution. Read more about HelpCrunch

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.

SuperOffice CRM  

50
CRM software for sales, marketing & customer service teams
SuperOffice is an award winning CRM platform created to enable sales, marketing and customer service teams deliver a personalized customer experience. Read more about SuperOffice CRM
CRM software for sales, marketing & customer service teams
SuperOffice is an award winning CRM platform created to enable sales, marketing and customer service teams deliver a personalized customer experience. Read more about SuperOffice CRM

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.

RealOffice360  

33
Real estate CRM for realtors
RealOffice360 is a real estate CRM software which enables real estate agents to manage clients, set goals & track deals all from a single, centralized platform with features such as contact management, client activity tracking, a calendar system, sales pipeline management, website management, & more… Read more about RealOffice360
Real estate CRM for realtors
RealOffice360 is a real estate CRM software which enables real estate agents to manage clients, set goals & track deals all from a single, centralized platform with features such as contact management, client activity tracking, a calendar system, sales pipeline management, website management, & more… Read more about RealOffice360

Ecount ERP  

26
Web-based ERP & CRM for small & mid-sized businesses.
Ecount ERP is a fully integrated, web-based accounting, inventory, sales, purchasing and production management software for small and mid-sized businesses. The enterprise resource planning (ERP) tool allows users to manage all aspects of their business, both front and back office, from one platform. Read more about Ecount ERP
Web-based ERP & CRM for small & mid-sized businesses.
Ecount ERP is a fully integrated, web-based accounting, inventory, sales, purchasing and production management software for small and mid-sized businesses. The enterprise resource planning (ERP) tool allows users to manage all aspects of their business, both front and back office, from one platform. Read more about Ecount ERP

MagHub  

19
End-to-End Media Publishing Solution
MagHub is your complete CRM/ERP solution, created to help you leverage your sales process, increase revenue, and manage your client relationships. Read more about MagHub
End-to-End Media Publishing Solution
MagHub is your complete CRM/ERP solution, created to help you leverage your sales process, increase revenue, and manage your client relationships. Read more about MagHub

Mortgage Quest  

8
Marketing automation & CRM for the mortgage industry
Mortgage Quest is a cloud-based marketing automation and CRM software for the mortgage industry that enables executives to create and run marketing campaigns. Read more about Mortgage Quest
Marketing automation & CRM for the mortgage industry
Mortgage Quest is a cloud-based marketing automation and CRM software for the mortgage industry that enables executives to create and run marketing campaigns. Read more about Mortgage Quest
Filters
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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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