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Nutshell CRM   

326
CRM & sales collaboration tool for small businesses
Experience what the most accessible, powerful, and complete CRM on the market can do for your sales operation. Nutshell is the CRM that works how you work. Read more about Nutshell CRM
CRM & sales collaboration tool for small businesses
Experience what the most accessible, powerful, and complete CRM on the market can do for your sales operation. Nutshell is the CRM that works how you work. Read more about Nutshell CRM

Zoho CRM   

2,427
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

PipelineDeals   

567
Sales Productivity Platform
PipelineDeals is the most adopted CRM for small/midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Read more about PipelineDeals
Sales Productivity Platform
PipelineDeals is the most adopted CRM for small/midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Read more about PipelineDeals

Pipedrive   

1,862
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

Kintone   

49
Agile, No-code Business Application Platform
Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs. Read more about Kintone
Agile, No-code Business Application Platform
Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs. Read more about Kintone

Salesmate   

45
CRM, sales management, automation & acceleration software
Salesmate is an integrated CRM for sales teams of all sizes, offering features for sales pipeline management, automation & acceleration, & native mobile apps. Read more about Salesmate
CRM, sales management, automation & acceleration software
Salesmate is an integrated CRM for sales teams of all sizes, offering features for sales pipeline management, automation & acceleration, & native mobile apps. Read more about Salesmate

Vymo   

20
Mobile-first intelligent sales assistant for field sales
Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more… Read more about Vymo
Mobile-first intelligent sales assistant for field sales
Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more… Read more about Vymo

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

Kaseya BMS   

14
Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS
Business management solution for IT departments & MSPs
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data. Read more about Kaseya BMS

Mothernode CRM   

39
Complete CRM for Small and Medium Sized Businesses
Customer Relationship Management System. Read more about Mothernode CRM

Bitrix24   

281
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

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

NetSuite  

357
Cloud ERP and business management suite
NetSuite is the world's leading cloud business management software suite made specifically for the needs of high-growth and mid-sized businesses. Read more about NetSuite
Cloud ERP and business management suite
NetSuite is the world's leading cloud business management software suite made specifically for the needs of high-growth and mid-sized businesses. Read more about NetSuite

SAP Business One  

84
Finance and Business Management (ERP) System
Enterprise resource planning software for SMEs. Manage every aspect of your small or midsize business with SAP Business One. Read more about SAP Business One
Finance and Business Management (ERP) System
Enterprise resource planning software for SMEs. Manage every aspect of your small or midsize business with SAP Business One. Read more about SAP Business One

Cosential  

45
#1 Construction CRM in USA.
CRM Dedicated to Commercial Construction Firms. Low Cost, Mobile Ready, Project Based Sales. Made and supported in America. Read more about Cosential
#1 Construction CRM in USA.
CRM Dedicated to Commercial Construction Firms. Low Cost, Mobile Ready, Project Based Sales. Made and supported in America. Read more about Cosential

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

Holded  

3
ERP , Accounting, invoicing & more for freelancers and SMBs
Holded is a billing, invoicing & accounting platform for freelancers, businesses and accountants that helps manage invoices, expenses, products, cashflow & more. Read more about Holded
ERP , Accounting, invoicing & more for freelancers and SMBs
Holded is a billing, invoicing & accounting platform for freelancers, businesses and accountants that helps manage invoices, expenses, products, cashflow & more. Read more about Holded

SME Complete  

0
A complete service management solution for SMBs
SME Complete is a cloud-based solution designed to help service companies manage customers, maintenance, inventory and staff schedules. Read more about SME Complete
A complete service management solution for SMBs
SME Complete is a cloud-based solution designed to help service companies manage customers, maintenance, inventory and staff schedules. Read more about SME Complete

Microsoft Dynamics CRM  

2,963
Online customer relationship management solution
With Microsoft Dynamics CRM Online, you get powerful CRM software delivered as a cloud service from Microsoft, providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). Read more about Microsoft Dynamics CRM
Online customer relationship management solution
With Microsoft Dynamics CRM Online, you get powerful CRM software delivered as a cloud service from Microsoft, providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA). Read more about Microsoft Dynamics CRM

Favro  

366
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

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

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

Quick Base  

183
The easiest way to build your own apps without code.
Quick Base is an application building platform which allows users to create customized business apps with no coding required. The enterprise-ready solution offers tools including workflow automations, notifications and reminders, task management, team collaboration, interactive dashboards, and more. Read more about Quick Base
The easiest way to build your own apps without code.
Quick Base is an application building platform which allows users to create customized business apps with no coding required. The enterprise-ready solution offers tools including workflow automations, notifications and reminders, task management, team collaboration, interactive dashboards, and more. Read more about Quick Base
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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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