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Top Rated CRM Software with Search/Filter in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Search and filter functions are important for CRM software as they allow users to quickly locate specific leads, contacts, or data points. This capability helps manage large volumes of data efficiently, saves time, and supports better decision-making. Our reviewers in CRM software rated this feature as important.

6 Best CRM Software with Search/Filter

Product
User rating
Starting price
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
Pipedrive logo
4.5
(3K)
19
per user/per month
Mailchimp logo
4.5
(17.5K)
13
flat rate/per month
HubSpot CRM logo
4.5
(4.4K)
20
per user/per month
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month

See other top CRM products with search/filter

How we picked the 6 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the CRM software category. They also needed to have sufficient reviews about search/filter, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for search/filter, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 6 best products

Zoho CRM logo
Reviews Sentiment
 
 
 
1-2(252)
3-4(3,152)
5(3,560)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the search/filter feature

Reviewers highlight Zoho CRM's search/filter functionality for its customization and ease of use. They find it helpful for quickly locating information and managing large databases. Users appreciate the ability to create custom filters and the seamless integration with the platform, though some mention it can be complex and needs improvement in certain areas.

See related user reviews

“search/filter functionality is indispensable in Zoho CRM as it improves data accessibility, streamlines navigation, supports customization, and enables better decision-making and collaboration”
jd

joseph d.

accountant

“The search filter functionality is great you can customize it in almost any way you can think of. You can set these filters to be viewable by anybody in your organization, by you specifically or specific users. You have the option to even name each one of your search filters. You can use Zia to search across the entire Zoho platform. Major plus”
VM

Vincent M.

C.E.O.

Starting price
14per user /
per month
Pros and Cons based on 6,964 verified reviews

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details
Salesforce Sales Cloud logo
Reviews Sentiment
 
 
 
1-2(430)
3-4(7,985)
5(10,350)
Key Features
Contact Management4.5
Sales Pipeline Management4.5

User insights about the search/filter feature

Reviewers indicate that Salesforce Sales Cloud's search/filter functionality is comprehensive and user-friendly. They find it valuable for quickly locating data, managing large customer lists, and sorting through extensive information. Users appreciate the advanced options and integration with global search, though some mention challenges with specific filters and occasional irrelevant results.
Verified reviewer profile picture

See related user reviews

“Contact information, sales, dates , receipts, products and more will be in the search filter icon for whatever you need when u need”
Verified reviewer profile picture

Erika C.

Cna

“Searches and filters are used daily to sort through the many pieces of data that is uploaded across the country in this program. ”
VV

Vanessa V.

Inside Sales and Marketing

Starting price
25per user /
per month
Pros and Cons based on 18,765 verified reviews
Verified reviewer profile picture

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details
Pipedrive logo
Reviews Sentiment
 
 
 
1-2(61)
3-4(1,026)
5(1,955)
Key Features
Contact Management4.4
Sales Pipeline Management4.5

User insights about the search/filter feature

Reviewers appreciate Pipedrive's search/filter capabilities for their ease of use and accuracy. They find it helpful for quickly locating deals, leads, and specific items within the database. Users report that the search function explores every possible detail and is intuitive, though some mention it can be complex and requires concentration to master.

See related user reviews

“Its search or filter feature is also good. With the help of which the necessary information can be found very easily. Which is very time consuming to do manually.”
Ni

N i.

Content Writer

“The Search feature works well and it is easy to search for specific items and inforamtion ”
Dv

Daniel v.

Sales

Starting price
19per user /
per month
Pros and Cons based on 3,042 verified reviews

Efficient sales pipeline management

Intuitive and customizable interface

Customizable sales stages

Effective sales team management

Enhanced team collaboration

Limited reporting capabilities

Inefficient search and filter functions

Subpar contact management

Inconsistent user experience

Limited automation features

See pros and cons details
Mailchimp logo
Reviews Sentiment
 
 
 
1-2(275)
3-4(6,994)
5(10,295)
Key Features
Contact Management4.4
Sales Pipeline Management4.1

User insights about the search/filter feature

Users report that Mailchimp's search/filter capabilities are effective for locating specific emails and managing subscribers. They find it easy to navigate data within email campaigns and appreciate the user-friendly experience. Some reviewers note that while the functionality is generally good, it could be more robust and intuitive.

See related user reviews

“The search and filter functionalities contribute to a user-friendly experience, allowing me to quickly and efficiently manage and segment my audience based on specific criteria.”
JS

Joe S.

Clinical Lead

“it helps us quickly find and organize specific information in our email lists. This makes it easy to manage contacts and send emails to the right groups of people.”
zw

zineb w.

business owner

Starting price
13flat rate /
per month
Pros and Cons based on 17,564 verified reviews

Efficient client communication

Comprehensive email marketing

Streamlined newsletter creation

Effective email blasting

Support for small business growth

Issues with spam filtering

Restrictive usage limits

Challenges with issue management

Expensive for small businesses

Limited design customization

See pros and cons details
HubSpot CRM logo
Reviews Sentiment
 
 
 
1-2(85)
3-4(1,629)
5(2,737)
Key Features
Contact Management4.5
Sales Pipeline Management4.5

User insights about the search/filter feature

Reviewers appreciate HubSpot CRM's search/filter capabilities for their flexibility and ease of use. They find it valuable for quickly locating contacts, companies, and leads, with advanced filtering options that can be saved and shared. Users report that the functionality is crucial for managing large volumes of data, though some mention it can be complicated and not always intuitive.
Verified reviewer profile picture

See related user reviews

“Another loved feature! we can easily filter any company, contact records in bulk and even save it to a view and shared among teams. Filtering is rich in function to an extent where we can get lead/ contact information using any fields that are our records.”
AT

Abilashini T.

Business development strategist

“The search filters really helps us narrow down what we need to focus on, as well as see specific assignments per person. I can literally us the filters to setup the whole process exactly as we need it without all the extra fluff.”
Verified reviewer profile picture

Christina M.

Marketing Assistant

Starting price
20per user /
per month
Pros and Cons based on 4,451 verified reviews
Verified reviewer profile picture

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(127)
3-4(2,644)
5(3,038)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the search/filter feature

Reviewers feel that Dynamics 365's search/filter functionality is advanced and user-friendly. They highlight its efficiency in retrieving data, customizable options, and integration with global search. Users find it helpful for navigating large datasets and improving productivity, though some mention occasional issues with search precision.
Verified reviewer profile picture

See related user reviews

“The search and filter functionality in Dynamics 365 is incredibly helpful! I can quickly locate specific records, information, or documents with ease. It saves me valuable time and improves my productivity by providing relevant data at my fingertips.”
CP

Carey P.

Assistant

“Search and filter functions enable users to quickly find the information they need, reducing the time and effort required to locate relevant data. This improves productivity and efficiency, as users can spend less time searching for information and more time using it to make informed decisions.”
Verified reviewer profile picture

Lewis K.

Technical Writer

Starting price
50per user /
per month
Pros and Cons based on 5,809 verified reviews
Verified reviewer profile picture

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details

Other Top Rated CRM Software with Search/Filter in 2026

Mailchimp logo

Email and SMS marketing automation platform

Mailchimp is an email and SMS marketing platform that combines artificial intelligence with marketing automation capabilities. The platform features a drag-and-drop builder, content creation tools, and audience management functions to help businesses design and distribute marketing campaigns across multiple channels.

Read more about Mailchimp

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.

Read more about Salesforce Sales Cloud

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
HubSpot CRM logo

CRM and lead management solution

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

Users also considered
Zoho CRM logo

Customer relationship management solution

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

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

Read more about Pipedrive

Users also considered
Zendesk Suite logo

AI powered customer service across all channels

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

Read more about Zendesk Suite

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

Users also considered
ActiveCampaign logo

AI-first marketing platform

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

Read more about ActiveCampaign

Users also considered
LiveAgent logo

Multichannel Help Desk Solution with Powerful AI Features

LiveAgent is a web-based help desk solution with a built-in CRM functionality and AI features. It manages support tickets from channels like email, VoIP, live chat, and social media. Its CRM platform supports task automation, data organization, and integration with 200+ tools.

Read more about LiveAgent

Users also considered
Clio logo

Cloud-based legal practice management tool for law firms.

Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Read more about Clio

Users also considered
Nimble logo

Contact management & social relationship solution

Nimble combines CRM with social media monitoring and insights to help you smartly engage with your contacts.

Read more about Nimble

Users also considered
Any.do logo

A simple and poweful workspace to manage your team's work

Any.do CRM adapts to your business: launch in minutes with free templates, custom fields, live dashboards, and time-saving automations. Track every lead on Kanban boards, sync with 6 000+ apps, and close deals faster—inside the workspace 40 million users trust.

Read more about Any.do

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Marketing 360 logo

Marketing Platform For Small Business

Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

Read more about Marketing 360

Users also considered
Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
Bigin by Zoho CRM logo
Category Leaders

Pipeline-centric CRM system for small businesses

Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.

Read more about Bigin by Zoho CRM

Users also considered
NetSuite logo

AI-powered cloud-based business management suite

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.

Read more about NetSuite

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Kylas Sales CRM logo
Category Leaders

#TheBetterCRM

Kylas is an enterprise-grade sales CRM uniquely designed and engineered for growing businesses. It is built and priced for collaboration, allowing businesses to onboard unlimited users and work seamlessly with their entire team without incurring per-license costs.

Read more about Kylas Sales CRM

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

Ploomes CRM centralizes contacts, deals, and communications in one cloud platform. Automate tasks, follow-ups, and approvals while gaining visibility through customizable dashboards and analytics. Plans start at $22/user/month with optional modules like CPQ and Workflow Automation.

Read more about Ploomes CRM

Users also considered
Tripleseat logo

Guest and event management tool for hospitality businesses

Tripleseat is an event management platform for restaurants, bars, nightclubs, hotels, and other unique venues. The solution enables teams to streamline the event booking and planning process, helping businesses increase event revenue.

Read more about Tripleseat

Users also considered
eWay-CRM logo

Customer relationship management solution

eWay-CRM is a CRM plugin for Microsoft Outlook that helps companies manage customers, contacts, sales, projects and marketing.

It contains apps for iOS and Android so that people can work on the go. There is also a web interface for those who prefer working from home or on Mac.

Read more about eWay-CRM

Users also considered
Salesforce Service Cloud logo

AI powered customer service management platform

Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

Read more about Salesforce Service Cloud

Users also considered

Key features for CRM software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers highlight the ease of organizing and updating contact information, customizing fields, tracking interactions, and segmenting contacts for effective communication and follow-ups. 93% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Users appreciate visual tracking of sales stages, customizable pipelines, deal tracking, forecasting, and collaboration features that help in closing deals and managing sales activities. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers value the ability to prioritize, score, and nurture leads through automated follow-ups, detailed tracking, and integration with other platforms to improve conversion rates. 90% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users find customizable dashboards, real-time insights, and pre-built reports useful for tracking performance, analyzing sales data, and making informed business decisions. 87% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers highlight the effectiveness of capturing leads from multiple sources, automating follow-up activities, and integrating with other tools for seamless data management. 86% of reviewers rated this feature as important or highly important.
  • Task Management: Users appreciate the ability to create, assign, and track tasks, set reminders, and manage workflows, which enhances productivity and ensures timely completion of tasks. 85% of reviewers rated this feature as important or highly important.