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Top Rated Online 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

The search and filter capabilities in online CRM software allow users to quickly find specific information, such as contact details, sales data, and communications. This enhances efficiency, saves time, and simplifies accessing relevant records. Our reviewers in online CRM software rated this feature as important.

4 Best Online CRM Software with Search/Filter

  • Zoho CRM
  • Salesforce Sales Cloud - Highest rated for search/filter
  • Pipedrive
  • HubSpot CRM

See other top Online CRM products with search/filter

How we picked the 4 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 online 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 the product with the highest rating for search/filter based on our proprietary ratings and reviews. 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 4 best products

Zoho CRM logo
4.3
(6.9K)

User insights about the search/filter feature

Reviewers feel Zoho CRM's search/filter capabilities are highly customizable and efficient for finding specific information quickly. They highlight the ease of use and ability to create custom filters tailored to individual needs. Users report the feature is valuable for managing customer pipelines and accessing data across the platform. They mention occasional difficulties but overall find it indispensable for improving data accessibility and decision-making.
“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.

“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

Online CRM key features coverage

Zoho CRM offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.4
Data Import/Export4.3
Pipeline Management4.4
Lead Management4.4
Lead Capture4.4
Reporting/Analytics4.3

Pros and cons based on 6,964 verified reviews

51% of users rated Zoho CRM 5 out of 5 stars, while 4% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 6,964 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Cons:

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details

Pricing

Starting price:$14 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Salesforce Sales Cloud logo
4.4
(18.7K)

User insights about the search/filter feature

Reviewers indicate Salesforce Sales Cloud's search/filter functionality is highly intuitive and efficient for managing large customer lists and finding specific data. They report it helps track accounts, sales history, and generate reports. Users appreciate the ability to search across objects, reports, and leads, and find the advanced sorting and filter options very useful. They mention occasional challenges with the filter system but overall find it accurate and helpful for daily tasks.
“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

“The search engine allows unto search across objects, reports and leads to make sure no one slips through the cracks. ”
JA

Jeremy A.

Product Development

Online CRM key features coverage

Salesforce Sales Cloud offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.5
Data Import/Export4.4
Pipeline Management4.4
Lead Management4.4
Lead Capture4.5
Reporting/Analytics4.4

Pros and cons based on 18,765 verified reviews

55% of users rated Salesforce Sales Cloud 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 18,765 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Cons:

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details

Pricing

Starting price:$25 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

Pipedrive logo
4.5
(3K)

User insights about the search/filter feature

Reviewers appreciate Pipedrive's search/filter capabilities for their ease of use and efficiency in finding necessary information quickly. They say it is helpful for managing duplicate contacts and searching by various filters. Users report it is intuitive and accurate, making it easy to locate specific items within the database. They find it valuable for searching deals and leads, and note that it saves time compared to manual searches.
“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

Online CRM key features coverage

Pipedrive offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.4
Data Import/Export4.5
Pipeline Management4.7
Lead Management4.4
Lead Capture4.2
Reporting/Analytics4.2

Pros and cons based on 3,042 verified reviews

64% of users rated Pipedrive 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 3,042 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient sales pipeline management

Intuitive and customizable interface

Customizable sales stages

Effective sales team management

Enhanced team collaboration

Cons:

Limited reporting capabilities

Inefficient search and filter functions

Subpar contact management

Inconsistent user experience

Limited automation features

See pros and cons details

Pricing

Starting price:$19 per user/per month|Free version:Not available|Free trial:Available

Prices may vary depending on the number of users and features.

HubSpot CRM logo
4.5
(4.4K)

User insights about the search/filter feature

Users report HubSpot CRM's search/filter tools are straightforward and efficient for locating leads, contacts, and companies. They appreciate the ability to filter based on various criteria and save filtered views for team sharing. Reviewers find the universal search option helpful and note it saves time when dealing with large volumes of data. They mention occasional issues with precision but overall find the functionality robust and easy to use.
“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

Online CRM key features coverage

HubSpot CRM offers 6 out of the 6 key features for Online CRM software identified by reviewers:

Contact Management4.5
Data Import/Export4.3
Pipeline Management4.4
Lead Management4.5
Lead Capture4.3
Reporting/Analytics4.2

Pros and cons based on 4,451 verified reviews

61% of users rated HubSpot CRM 5 out of 5 stars, while 2% gave it 1 or 2 stars. To determine these pros and cons insights we analyzed 4,451 reviews and identified the topics where users expressed positive and negative sentiment.

Pros:

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Cons:

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details

Pricing

Starting price:$20 per user/per month|Free version:Available|Free trial:Not available

Prices may vary depending on the number of users and features.

Other Top Rated Online CRM Software with Search/Filter in 2026

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

Users also considered
HubSpot CRM logo
Category Leaders

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Read more about HubSpot CRM

Users also considered
Zoho CRM logo

Customer relationship management solution

All you need is an internet connection. Zoho CRM is a SaaS application that can work across all platforms.

Read more about Zoho CRM

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions that matter

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
LiveChat logo

AI-based live chat for customer support and sales teams

LiveChat is a customer service software that enables businesses to communicate with website visitors in real time through chat functionality. The platform includes AI-based chatbots for automating routine inquiries, customizable chat widgets, and proactive chat invitations to engage visitors. It offers integration capabilities with various third-party applications including CRM systems, e-commerce platforms, and marketing tools.

Read more about LiveChat

Users also considered
Nimble logo

Contact management & social relationship solution

Designed for SMBs, Nimble connects all contacts, calendars, communications & social interactions on one platform for streamlined communication & lead nurturing. It is a CRM tool for Office 365 and G-Suite that builds contact management solutions for teams and individuals. It does all the work by integrating with productivity apps such as inboxes and calendars, delivers a streamlined user experience, and was built to help business teams close more deals, faster.

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 an online CRM designed specifically for small businesses, perfectly meeting their unique needs effectively. From multi-channel communication and foolproof automation to intuitive mobile apps, Bigin offers a wide variety of simple yet powerful features, all at a pocket-friendly price.

Read more about Bigin by Zoho CRM

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need in an online CRM: client management, proposals, contracts, payments, & more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Kylas Sales CRM logo

#TheBetterCRM

Kylas is an enterprise-grade CRM that helps businesses manage, track, and store customer-related information in the cloud. Salespeople can access prospect information, create tasks, take meeting notes, and stay on top of their pipeline from anywhere they choose.

Read more about Kylas Sales CRM

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

Ploomes is a cloud-based CRM that centralizes contacts, deals, and communication in one secure platform. Access your sales pipeline, automate follow-ups, and track results from anywhere. Integrates with ERPs, Gmail, and marketing tools. Plans start at $22/user/month.

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
Lime Connect logo

Live chat and customer messaging for businesses of all sizes

Lime Connect is the leading GDPR-compliant software for messaging & automation that helps businesses transform customer communication.

Read more about Lime Connect

Users also considered
PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

Read more about PracticePanther Legal Software

Users also considered
Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

Read more about Odoo

Users also considered
Dripify logo

Cloud-based lead capture solution for sales teams.

Dripify is a lead capture solution that helps sales teams manage LinkedIn prospecting via email campaigns, sales funnels, performance tracking, and more. The platform offers an intuitive interface and features that allow users to create customized drip campaigns, manage teams, analyze engagement rates, and respond to leads. Additionally, it also integrates with several third-party applications such as Google Sheets, Zoho, Asana, and more.

Read more about Dripify

Users also considered
monday CRM logo
Category Leaders

Customer relationship management solution

monday CRM is an online CRM software ideal for customer relationship management that ensures customer data and privacy. Its ease of use means smooth onboarding and fast adoption for your team. Offer the best service and experience to your customers with a simple, yet powerful software.

Read more about monday CRM

Users also considered
Apptivo logo
Category Leaders

CRM solution for managing customer accounts

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Freshsales logo

Sales management solution

Freshworks CRM Sales Cloud is a complete solution for sales teams to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. The Sales Cloud empowers sales teams with more time for selling by automating the sales process.

Read more about Freshsales

Users also considered
Keap logo

An all-in-one CRM, sales and marketing automation solution

More Growth, Less Busy Work
Our marketing automation removes the headaches and busy work while accelerating growth.

Read more about Keap

Users also considered

Key features for Online 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 tracking customer interactions, detailed contact organization, automation of follow-ups, and integration with other business tools. 94% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Users appreciate the simplicity of importing/exporting data, compatibility with various formats, and time-saving features for bulk uploads. 93% of reviewers rated this feature as important or highly important.
  • Pipeline Management: Users find it efficient for tracking and organizing leads by stage, ensuring no opportunities are missed, and aiding in effective follow-up. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers value the ability to prioritize leads, automate follow-ups, and track interactions for improved conversion rates and personalized communication. 90% of reviewers rated this feature as important or highly important.
  • Lead Capture: Users appreciate the automatic gathering of leads from multiple sources, integration with web forms, and quick follow-up capabilities. 88% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Reviewers highlight customizable reports, insightful analytics, and the ability to track sales performance and key metrics for strategic decision-making. 86% of reviewers rated this feature as important or highly important.