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CRM Software with Prioritization
Last updated: March 2025
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Key Features of CRM Software
Based on GetApp's analysis of 10831 verified reviews collected between July, 2021 and August, 2024
- Contact Management: Reviewers appreciate gathering all contact information in one place, enabling detailed reporting, analysis, and easy customization for strategic planning and follow-ups. 93% of reviewers rated this feature as important or highly important.
- Sales Pipeline Management: Users highlight the visual representation, customizable stages, and detailed tracking of deals, which aid in forecasting, prioritizing efforts, and improving sales efficiency. 89% of reviewers rated this feature as important or highly important.
- Lead Management: Reviewers value the ability to prioritize, score, and track leads, enhancing personalized communication and improving conversion rates through automated follow-ups and comprehensive interaction tracking. 89% of reviewers rated this feature as important or highly important.
- Reporting/Analytics: Users find the customizable reports and dashboards essential for tracking KPIs, analyzing trends, and making data-driven decisions to optimize sales and marketing strategies. 86% of reviewers rated this feature as important or highly important.
- Lead Capture: Reviewers note the importance of capturing leads from various sources, ensuring no opportunities are missed, and automating follow-up activities to streamline the sales process. 85% of reviewers rated this feature as important or highly important.
- Task Management: Users emphasize the ability to organize, assign, and track tasks, enhancing collaboration, productivity, and timely follow-ups, ensuring efficient project management. 85% of reviewers rated this feature as important or highly important.
147 software options
Sponsored
NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.
Users also considered
Bitrix24 is the leading free online CRM software used by over 12 million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling.
Users also considered
monday CRM enables revenue teams to improve efficiency at every stage of the customer
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
journey.
The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time.
Users also considered
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
Users also considered
A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.
Users also considered
98% of customers rate VipeCloud's Value For Money at 4 stars and above!
The Sales CRM With A Refreshing Human Touch. CRM, Email Marketing, Social Posting, Texting, Video Email, And More. Easy Human Access.
The Sales CRM With A Refreshing Human Touch. CRM, Email Marketing, Social Posting, Texting, Video Email, And More. Easy Human Access.
Users also considered
Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs.
Users also considered
Rolldog is a CRM and opportunity management solution that helps businesses better manage customer relationships, while proactively tracking and scoring leads and opportunities to help increase revenue, boost sales and marketing effectiveness.
Users also considered
From cultivating leads with your prospects to servicing your existing client base, Striven offers a complete CRM software with the power of an ERP.
Users also considered
Odoo CRM: Cloud, mobile, social and gamified. The leading Open Source CRM software helps you track leads, close opportunities and get accurate forecasts.
Users also considered
LiveAgent is a web-based help desk solution with AI features, managing support tickets from channels like email, VoIP, live chat, and social media.
Start with a 30-day free trial, no credit card or contracts needed.
Start with a 30-day free trial, no credit card or contracts needed.
Users also considered
Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.
Users also considered
ClickUp is a fundamentally new way to work - bringing separate apps like tasks, docs, spreadsheets, goal tracking, resources, and even an inbox, together in one place. It's the convergence of the best productivity and collaboration apps. Finally, there's one app to replace them all.
Users also considered
Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success, and keeps your business in sync. Reach customers on any channel and equip your agents with a full history of all interactions, including those tracked from various app integrations.
Users also considered
Airtable is a next-generation app-building platform that enables teams to build custom business applications without any coding. It offers a range of features, including automations, interface designer, data visualization, and AI-powered workflows, to help businesses streamline their operations and drive strategic alignment.
Users also considered
ActiveCampaign combines contact management with sales & marketing automation, featuring sales reporting, custom pipelines & tasks, and lead scoring.
Users also considered
Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your customers with communities. Track key contact center metrics in real-time. And enable every employee to deliver outstanding service at every point of interaction.
Users also considered
Easily manage sales opportunities and pipelines, track customer interactions, schedule follow-ups, and store email communication—all in one centralized CRM. Automate workflows, assign tasks, and gain real-time insights to close deals faster and build stronger relationships.
Users also considered
Keap is a CRM for small businesses that helps to organize contacts with tagging & segmentation, score leads, track engagement, send messages & more
Users also considered
Agiled is a cloud-based business management software designed to help businesses of all sizes manage invoicing, contracts, employees, finances, and other operations on a unified portal. Its project management capabilities allow organizations to handle tasks, project details, and team members using customizable templates, view, edit and share schedules with clients using Gantt Charts and create and assign tasks to teams.
Users also considered
HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes
Users also considered
The powerful small business CRM for B2B with everything you need to manage your sales and marketing. Find every customer, contact and communication instantly. Track your leads and automate your sales process. Keep on the ball by setting tasks and appointments so you never miss another sale.
Users also considered
Daylite is a customizable CRM for teams of 1-100 employees that use Macs. Keep track of all communication with clients, leads, and vendors in one place. Share with your team. and control permissions. Integrate with Apple Mail. Share with Apple Contacts & iCal.
Users also considered
Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.
Users also considered
