7 Top-Rated Online CRM Software

Marketing and sales teams grapple with the challenge of not only attracting new customers but also retaining existing ones. They recognize the need for customer relationship management (CRM) systems to provide personalized client experiences. However, on-premise solutions may fall short in scalability and flexibility. Solution? Online or cloud-based CRM software.

Online CRM tools enable businesses to expand their customer base without the limitations of physical infrastructure. They also offer the flexibility to serve customers from anywhere, even remote setups. However, finding the right software can be challenging. To help, we’ve compiled a list of the seven top online CRM software, in alphabetical order, based on verified user reviews. (Read how we selected these products at the end of this article.)

We’ve categorized these products into two groups: dedicated CRM solutions and marketing and sales suites with CRM capabilities. Irrespective of the category, all tools include the core CRM software features—contact management, lead management, and interaction tracking.

Clientjoy is a dedicated CRM system that enables businesses to store and track customers’ contact details, including name, email address, phone number, and social media profile. It allows them to create and embed lead capture forms on websites and landing pages, score leads based on engagement, and route leads to specific sales reps or teams. It also automates repetitive tasks such as sending follow-up emails, creating proposals, and scheduling meetings. Additionally, it leverages artificial intelligence to analyze user prompts and generate email copies tailored to specific customer needs.

Product features of interest*:

• Stuck or lost reasons: Record the reasons for missed or stuck sales opportunities to track the most common issues, such as audience misfit, high price, or competition. This information helps identify improvement areas in the sales process.

• Client communications tracking: Monitor and record all customer interactions, including emails, phone calls, and meetings. Marketing teams can also store documents, such as contracts, invoices, and proposals, in one central location. 

• Real-time notifications: Get real-time notifications and alerts when clients open emails or proposals. This feature helps follow up with clients promptly and address any questions they may have, increasing the chances of deal closure.

Customer support options: Call, email, and knowledge base

Starting price: $12 per user, per month 

Billing cycle: Annual

Who should consider Clientjoy?

Businesses looking to improve their sales forecasting can consider Clientjoy. This software allows sales and marketing teams to record the most common reasons for lost deals, helping identify the root cause of unsuccessful deals and take targeted actions to mitigate them. For instance, if high price is a frequent reason, businesses can explore strategies to offer more flexible pricing options to prospects. Moreover, with a database of the most frequent reasons for lost or stuck opportunities, sales teams can predict future outcomes better, set realistic targets, and allocate resources more effectively.

*Analysis accurate as of October 2023

EngageBay is a marketing and sales suite with a built-in CRM system. It helps create a centralized repository of customer data, including contact details and interaction history. Sales and marketing teams can use this data to segment contacts based on interests or needs. Additionally, the software uses predictive analytics to identify and flag potentially troubled leads and suggest steps to rescue them. It also automates CRM workflows, such as sending email responses, to not only save time and effort but also simplify the process of engaging with prospects.

Product features of interest*:

• Lead qualification and management: Identify the most promising leads by assigning them a score based on their website activity, funnel stage, etc. Leads that are most likely to convert are passed on to relevant sales reps or teams for follow-ups.

• Drip campaigns: Trigger a series of pre-scheduled automated emails or other communication for a specific group of prospects. Businesses can segment prospects based on their behavior, demographics, or preferences for highly targeted content and better engagement chances.

• CRM telephony: Use built-in telephone functionality to make and receive calls directly from the CRM platform. This feature often includes analytics and reporting capabilities that provide insights into call activities and help assess team performance.

Customer support options: Email and knowledge base 

Starting price: $11.04 per user, per month

Billing cycle: Biennial

Who should consider EngageBay CRM?

EngageBay is worth considering for businesses that need help identifying why leads are dropping off their pipelines. Its predictive analysis functionality enables sales and marketing teams to pinpoint leads at risk of falling apart, such as those that have remained idle for an extended period or have become unresponsive. After identifying these leads, predictive analysis also offers recommendations to rescue them, such as sending personalized emails, scheduling follow-up calls, or providing discounts.

*Analysis accurate as of October 2023

eWay-CRM is a dedicated CRM plugin for Microsoft Outlook. It helps businesses manage their customer database, contacts, sales, and marketing functions. It offers a multifunctional address book that maintains information about all customers, partners, and competitors. Sales and marketing teams can use filters such as location, industry, and growth potential to segment the contacts. They can also create custom contact categories, such as "reseller accounts" or "VIP accounts," for segmentation.

Product features of interest*:

• Power BI reporting: Leverage the free Power BI sales executive dashboard to create detailed sales reports, get insights into each employee’s performance, and export reports such as total sales figures and staff time sheets.

• Email marketing: Run email campaigns to send personalized messages or communications to potential customers and capture their feedback. Sales and marketing teams can also track the number of sent, delivered, and opened emails and the number of hyperlink clicks.

• Companies module: Create a centralized database to store information about all customers, suppliers, and business partners. Each company or organization has a dedicated "card" or profile that displays contact details, associated opportunities, projects, and activity history.

Customer support options: Call, chat, email, and knowledge base

Starting price: $18 per user, per month

Billing cycle: Annual

Who should consider eWay-CRM?

eWay-CRM can be suitable for businesses that use Microsoft Outlook for email and contact management. This software lets users directly import contacts from Microsoft 365 to create a unified contact database. All contacts are automatically synced across both platforms, improving contact management and streamlining client communication for marketing and sales teams.

*Analysis accurate as of October 2023

Less Annoying CRM is a CRM solution that enables businesses to add, edit, and organize their contacts. It offers customizable fields to store information such as sales notes or call notes. It includes a built-in calendar and task manager to schedule client appointments, set reminders, and track important tasks. Sales and marketing teams can sync their Less Annoying CRM calendar with a third-party calendar, such as Google Calendar or Outlook, to get a unified view of all tasks and appointments and reduce the chances of double-bookings or missed meetings.

Product features of interest*:

• Lead reports: Generate lead reports that include details such as the status and priority of leads, contact info, and history of notes from past interactions. These reports provide insights into which sources generate the most leads, how many leads convert into customers, and the reasons for lost leads.

• Email logging: Save copies of email correspondence with clients and leads by BCCing all outgoing emails to a unique email address provided by the software. This feature also generates reports on email activity.

• 256-bit encryption: Encrypt all the data stored in the CRM, including lead, contact, sales pipeline, email, and calendar information, with 256-bit encryption to prevent unauthorized access.

Customer support options: Call, email, and knowledge base

Starting price: $15 per user, per month

Billing cycle: Monthly

Who should consider Less Annoying CRM? 

Less Annoying CRM is worth considering for businesses that want to safeguard their sensitive CRM data. It uses 256-bit encryption—typically used in hospitals and banks—to protect customer data and confidential information. By implementing robust encryption and security practices, the software enables businesses to protect against data breaches, data thefts, and unauthorized access, as well as meet regulatory requirements.

*Analysis accurate as of October 2023

monday sales CRM is another CRM tool that offers pre-sale to post-sale management capabilities, including lead, deal, account, contact, sales, and customer management. It logs all lead- or contact-related activity, such as calls, meetings, and notes, to monitor customer communications. Its sales dashboard provides the real-time status of each lead, including the deal stage, expected revenue, and follow-up steps. Its performance tracking dashboard helps generate reports to compare forecasts vs. actual sales and analyze team performance.

Product features of interest*:

• Workflow automation: Set up a series of predefined actions to be triggered by specific events. For instance, this feature can automatically assign leads generated from website form submissions to sales representatives.

• AI-assisted email composition: Use artificial intelligence (AI) to analyze past email interactions and get content suggestions. This feature recommends email subject lines, body content, and call-to-action phrases based on what has historically worked with prospects.

• Performance insights: Get real-time insights into key performance indicators, such as revenue metrics, lead progress, and team performance. Businesses can create custom dashboards to analyze historical performance data and improve their future strategies.

Customer support options: Knowledge base and query tickets

Starting price: $10 per user, per month

Billing cycle: Annual

Who should consider monday sales CRM? 

Sales and marketing teams that spend a lot of time writing and rewriting email messages to engage prospects can consider monday sales CRM. Its AI-assisted email composition tool helps save time by providing content suggestions based on past email interactions and what has historically worked best. It also personalizes emails by suggesting content based on a lead’s profile and interests.

*Analysis accurate as of October 2023

Prospect CRM is a CRM platform for wholesale, distributor, and manufacturing businesses. Its RFM analysis functionality categorizes customers based on recency, frequency, and monetary value, helping sales and marketing teams identify valuable customers and predict future behavior. Additionally, it lets businesses record details of customer inquiries or leads directly within the system or through custom web forms on their website. These deals are then reviewed, qualified, and converted into sales opportunities.

Product features of interest*:

• Cross-selling opportunities: Assess historical purchase behavior to identify which products are often bought together by customers with similar profiles. The CRM automates the process of recommending additional products during the sales process or in follow-up communications. 

• Sales forecasts: Leverage Kanban-style pipelines and leaderboards to track sales performance and identify worst, likely, and best sales leads. This data helps assess the likelihood of successful sales closures and the estimated sales time frame.

• Problem tracking: Create CRM tickets for client issues, such as delivery and return problems or complaints, and route them to relevant reps or teams. 

Customer support options: Knowledge base and query tickets

Starting price: $33 per user, per month

Billing cycle: Annual

Who should consider Prospect CRM?

Distribution and manufacturing businesses looking to improve customer satisfaction by streamlining the process of handling customer issues can consider Prospect CRM. The software has a dedicated problem tracking module for businesses to record any customer issue as a CRM ticket and hand it over in real time to the customer service or accounts team. This module leverages detailed customer, sales, and accounts data to understand the customer issue and provide an effective resolution.

*Analysis accurate as of October 2023

VipeCloud is a marketing and sales suite with a built-in CRM system. It lets users customize the sales pipeline stages and visualize them to display data such as high-value leads, deal value, and last contact date. Marketing teams can assign points to leads based on interactions such as email opens, link clicks, and website visits to determine when to pass them to sales. Additionally, they can generate customized reports to track metrics such as the average deal closing time and number of support tickets resolved weekly.

Product features of interest*:

• Website tracker: Embed a code snippet into website pages to capture and gather visitor data. When email recipients click links that direct them to a website, a tracking cookie is placed on their browser to record their website interactions and activities.

• Scheduler: Use the built-in scheduler to automate the appointment booking process. Marketing teams can also connect multiple calendars to compile their appointments in one place.

• Estimates: Create and send custom estimates as PDF attachments or trackable links. Estimates list the products or services a business will provide to a customer, along with the cost of each item and the total cost of the estimate.

Customer support options: Call, email, and knowledge base

Starting price: $20 per month

Billing cycle: Annual

Who should consider VipeCloud?

VipeCloud is worth considering for businesses that struggle to qualify website leads due to a lack of visibility into their activity. Its website tracker identifies which pages visitors are viewing and how long they are spending on each page. Marketing and sales teams can use this information to personalize their outreach efforts. For instance, they can check which pages visitors view before scheduling calls and tailor their software demonstrations accordingly.

*Analysis accurate as of October 2023

Online customer relationship management platforms can cost as low as $7 per user, per month, or more than $42.49 per month, depending on various factors—features, number of leads and sales channels, training availability, deployment options, integrations, and storage. Most CRM software solutions typically include the following pricing plans:

• Free trials: No-cost trial plans range from 14 to 30 days and give users access to either all or limited features of the software. These are ideal for businesses that want to try a tool before investing.

• Free versions: Free plans offer limited access to basic software features. These are ideal for small-business owners or individuals on a budget.

• Entry-level plans: Start at $7 per month and offer access to limited features. These are recommended for sales and marketing teams with basic contact management, lead management, task management, and reporting requirements.

• Mid-tier plans: Range from $11.25 to $31.62 per month and offer advanced features such as customer segmentation and marketing automation. These are suitable for marketing and sales teams that have outgrown entry-level CRM software but don’t require the full range of functionality offered by enterprise-level tools.

• High-end plans: Advanced plans can cost more than $42.49 and offer a range of advanced features, including advanced customization, marketing automation, and priority customer support. These plans are suitable for businesses with cross-functional marketing and sales teams that require deep analytics and extensive third-party integrations.

Consider asking vendors these questions to ensure you shortlist the best CRM software for your small business:

• Can the software create support tickets or cases?

When a customer contacts your company for assistance, the software should automatically document their query as a support ticket or case and assign it to an appropriate agent or team for resolution. It should also allow your customer service team to monitor the response time. These capabilities ensure customer concerns are appropriately addressed and you are able to maintain the interaction history, helping build and nurture strong customer relations.

• Can the software integrate with my existing email and marketing tools?

Integration with email and marketing tools enhances the ability of online CRM software to track customer interactions, segment audiences, and execute targeted marketing campaigns. Additionally, consider whether the software provides an open API or connector for third-party integrations. This flexibility can be valuable if your small business uses specialized marketing tools or has unique integration requirements.

• Can I access the software on mobile devices?

An online CRM tool should offer a dedicated app or responsive web design that ensures a seamless experience on smartphones and tablets. This allows your sales team to access critical customer information, update records, and log real-time interactions, even in the field or during client meetings. Moreover, the mobile version of the CRM solution should sync data in real time with the desktop version, ensuring everyone in your team can access the most up-to-date CRM information.