Businesses of all sizes need robust customer relationship management (CRM) tools to thrive. EngageBay positions itself as an all-in-one marketing, sales, and service platform, aiming to provide a comprehensive solution for businesses seeking to streamline their operations and enhance customer engagement. But is an “all-in-one” platform the best choice for your business? This review will delve into EngageBay’s features, pricing, strengths and weaknesses to help you make an informed decision.

EngageBay CRM Features

EngageBay is an “all-in-one” CRM platform, meaning it aims to consolidate marketing, sales, and customer support functionalities into a single, integrated system. This approach is designed to streamline operations and provide a unified view of the customer journey. Here’s a breakdown of its key features and functionalities:

1. CRM & Contact Management

Centralised contact database: Stores and organizes customer information, interaction history, and activity logs.
Contact segmentation: Enables targeted marketing and sales efforts by grouping contacts based on various criteria.
Deal management: Tracks sales pipelines, manages deals, and monitors progress.

2. Marketing Automation

Email marketing: Creates and automates email campaigns, including newsletters, broadcasts, and automated sequences.
Landing page builder: Designs and publishes landing pages to capture leads and drive conversions.
Forms and pop-ups: Creates customisable web forms and pop-ups to generate leads.
Marketing automation workflows: Automates marketing tasks and processes based on customer behavior and triggers.
Social media marketing: Centralises social media management.

3. Sales Automation

Sales pipeline management: Visualises and manages the sales process, tracks deal progress, and forecasts sales.
Appointment scheduling: Streamlines meeting scheduling and eliminates double-booking.
Task management: Organises and prioritises sales tasks and activities.

4. Customer Support

Helpdesk and ticketing system: Manages customer support requests, tracks ticket status, and provides timely resolutions.
Live chat: Enables real-time communication with website visitors and customers.
Canned responses: Allows for quick response to common customer questions.

EngageBay offers varying levels of access depending on the subscription tier. Here’s a breakdown:

Free Plan

• Basic CRM functionalities: Contact management, tasks, deals.
• Email marketing: Limited email broadcasts, sequences.
• Basic live chat.

Basic Plan

• Everything in the Free plan, plus:
• Marketing automation: Workflows, landing pages.
• Sales CRM: Deal pipelines, appointment scheduling.
• Service CRM: Ticket management, canned responses.

Growth Plan

• Everything in the Basic plan, plus:
• Advanced marketing automation: Web analytics, site tracking.
• Sales CRM: Call logs, proposal automation.
• Service CRM: Service automation, help desk reporting.

Pro Plan

• Everything in the Growth plan, plus:
• Advanced marketing: Custom reporting, phone support.
• Sales CRM: Role-based access, goal tracking.
• Service CRM: Advanced reporting, service level agreements (SLAs).

EngageBay’s focus on providing a comprehensive suite of tools within a single platform makes it a strong option for businesses seeking to streamline their operations and improve customer engagement.

We recommend that you carefully analyse the needs of your business, to ensure that you are selecting the correct subscription tier, and that you will utilise the majority of the features provided. You should also take a look at our analysis of the functionality of the best CRMs.

How Much Does EngageBay CRM Cost (And Is It Worth It?)

EngageBay uses a per-user, per-month pricing model. Here are approximate starting prices.

Free Plan: £0 (limited features)
Basic Plan: Approximately £12-£15 per user/month.
Growth Plan: Approximately £30-£40 per user/month.
Pro Plan: Approximately £70-£80 per user/month.

EngageBay’s “all-in-one” approach could be a major cost advantage for your business. By combining marketing, sales, and support functionalities into a single platform, it eliminates the need for multiple subscriptions and can reduce overall software expenses. However, some users may find that the depth of certain functionalities is not as extensive as in dedicated, specialised tools. This is a common trade-off with “all-in-one” platforms.

Overall, we found that EngageBay strikes a good balance between cost and features. It offers a comprehensive suite of tools at a price point that is accessible to a wide range of businesses.

Take a look at where EngageBay sits on our ranking of the most cost-effective CRMs.

EngageBay CRM: Strengths and Weaknesses

Here’s a breakdown of EnageBay CRM’s strengths and weaknesses.

Strengths	Weaknesses
All-in-one platform integrating marketing, sales, and service.	The interface can feel overwhelming for new users.
Affordable pricing, especially for smaller businesses.	Advanced features require the higher-tier plans.
Strong marketing automation capabilities.	Customer support response times can vary.
Good range of features in the free plan.	The mobile app has some limitations.
Good for small to medium sized buisnesses.	Complex integrations require technical know how.

Our Analysis: What Type of Business is EngageBay Best Suited For?

EngageBay is particularly well-suited for small to medium-sized enterprises (SMEs).

EngageBay’s tiers are designed to scale with a business’s growth, from individual users to large organisations. Businesses with limited budgets that still want a comprehensive CRM will find the free and basic plans very useful, and start-ups and growing businesses that require a comprehensive CRM solution can benefit from the higher tiers.

The Free Plan is ideal for:

• Solopreneurs
• Very small businesses
• Startups in their earliest stages
• Those who need basic CRM and limited marketing functionalities
• Businesses testing the waters of CRM software

The Basic Plan is best for:

• Small businesses that have outgrown the limitations of the free plan
• Businesses needing more robust email marketing and basic automation
• Companies looking to implement structured sales and marketing processes
• Companies with a growing customer base

The Growth Plan is suitable for:

• Startups and growing businesses
• Companies that require more advanced marketing automation and segmentation
• Businesses needing detailed analytics and reporting
• Companies that are starting to heavily focus on scaling their business

The Pro Plan is geared towards:

• Larger businesses and enterprises
• Companies with complex CRM and marketing needs
• Businesses requiring high contact and email volume
• Organisations seeking advanced integrations and dedicated support

We have found that businesses that rely heavily on digital marketing, such as e-commerce stores, agencies, and online service providers, will find EngageBay’s marketing automation features particularly useful.

Conclusion

Businesses looking for a cost-effective, unified platform to manage their marketing, sales, and customer service efforts will find EngageBay a valuable tool.

EngageBay CRM provides a compelling all-in-one solution for businesses seeking to streamline their customer relationship management. Its tiered pricing structure allows businesses to scale their usage as they grow, and the free plan is a great way to test the platform. While there are some minor drawbacks, such as the initial learning curve and occasional support delays, the overall value proposition of EngageBay is strong. For SMEs seeking an affordable and comprehensive CRM platform, EngageBay is definitely worth considering.

EngageBay CRM Competitors

• Salesforce
• HubSpot
• Zoho CRM
• ClickUp
• Monday CRM
• Agile CRM
• Insightly
• Pipedrive
• Capsule

Check out our comparison of the best CRMs, and see where EngageBay sits in the top ten.

ClickUp has rapidly gained traction as a versatile productivity platform, and its CRM functionality is a natural extension of its comprehensive toolkit. Designed to bring project management and customer relationship management under one roof, ClickUp CRM aims to streamline workflows and improve team collaboration. This review will delve into its features, pricing, strengths, weaknesses, to help you decide if ClickUp CRM is a suitable option for your business.

ClickUp CRM Features

ClickUp’s CRM is built upon its core task management and project management framework, making it highly adaptable. We have taken a detailed look at its capabilities.

1. Customisable Customer Data Management

Custom Fields: This is a cornerstone of ClickUp’s CRM. You can create custom fields to capture any information relevant to your customers, leads, or deals. This includes text fields, dropdowns, date pickers, number fields, and more. This allows you to tailor your CRM to your specific industry and data requirements.
Lists and Folders: Organise your customer data using ClickUp’s hierarchical structure. Create lists for leads, opportunities, customers, or any other category. Folders can further group these lists for better organisation.
Views: ClickUp offers various views to visualise your CRM data. You can use:

• List view for a tabular display of data.
• Board view (Kanban) for visual pipeline management.
• Calendar view for scheduling appointments and follow-ups.
• Table view for complex data analysis.
• Form view for easy data input.

Relationship Management: Linking tasks, documents, and other items to customer records allows you to track all interactions and activities associated with a client.

2. Sales Pipeline Management

Customisable Pipelines: Create sales pipelines that align with your specific sales process. Define stages, track progress, and visualise your pipeline using the board view.
Deal Tracking: Monitor the progress of deals through your pipeline, track deal value, and set close dates.
Activity Tracking: Log calls, emails, meetings, and other activities associated with each deal.
Automations: Automate tasks and workflows within your sales pipeline, such as moving deals between stages, sending follow-up emails, or assigning tasks to team members.

3. Communication & Collaboration

Email Integration: Integrate your email with ClickUp to track email communication within customer records.
Comments and Mentions: Collaborate with your team by adding comments and mentions to tasks and customer records.
Documents and Attachments: Store and share documents and attachments directly within ClickUp.
Forms: Create custom forms to capture lead information or gather customer feedback.

4. Reporting & Analytics

Dashboards: Create custom dashboards to visualise key CRM metrics, such as sales pipeline progress, lead conversion rates, and customer activity.
Reporting: Generate reports on sales performance, customer activity, and other CRM data.
Goal Tracking: Set and track sales goals and monitor progress towards achieving them.

5. Automations and Integrations

Automations: ClickUp’s automation features allow you to automate repetitive tasks and workflows, saving time and improving efficiency. Automate task creation, status changes, notifications, and more.
Integrations: ClickUp integrates with a wide range of third-party applications, including email providers, calendars, and other CRM tools. This allows you to connect ClickUp with your existing workflow.

ClickUp’s CRM features are integrated into its existing platform, leveraging its flexible structure. This means you can customise your CRM to fit your specific needs, using custom fields, views, and automations. Here is a summary of the differences in functionality across the subscription tiers:

Free Forever: Limited custom fields, basic automations, and limited integrations. It’s suitable for small teams with basic CRM needs.
Unlimited: Unlocks unlimited custom fields, integrations, and dashboards. This tier is ideal for growing businesses that need more flexibility and reporting capabilities.
Business: Adds advanced automations, goal tracking, and workload management. This tier is suitable for teams that need to streamline their sales processes and manage their workload effectively.
Business Plus: Provides advanced permissions, increased automation limits, and subtasks in multiple lists. This tier is designed for larger teams with complex workflows and security requirements.
Enterprise: Offers advanced security, compliance, and custom solutions for large organisations.

Take a look at our analysis of the functionality of the best CRMs to see how ClickUp compares.

How Much Does ClickUp CRM Cost (And Is It Worth It?)

ClickUp employs a per-user, per-month pricing model, with discounts for annual billing. Here are the approximate starting prices.

Free Forever: £0
Unlimited: £7 per member, per month (billed annually)
Business: £12 per member, per month (billed annually)
Business Plus: £19 per member, per month (billed annually)
Enterprise: Contact ClickUp for a quote.

Here’s a breakdown of how ClickUp’s functionality is distributed across subscription tiers:

Free Forever:

• Basic task management
• Customisable views (lists, boards, calendars)
• Basic CRM templates
• Limited custom fields
• Limited integrations

Unlimited (£7 per member, per month, billed annually):

• Unlimited custom fields
• Unlimited integrations
• Dashboards
• Forms
• Advanced reporting
• More storage

Business (£12 per member, per month, billed annually):

• Advanced automations
• Goal tracking
• Workload management
• Team sharing
• Increased automations and API

Business Plus (£19 per member, per month, billed annually):

• Advanced permissions
• Increased automations and API limits
• Subtasks in multiple lists
• Admin training

Enterprise:

• Advanced security and compliance
• Dedicated support
• Customisable solutions

Take a look at where ClickUp sits on our ranking of the most cost-effective CRMs.

ClickUp CRM: Strengths and Weaknesses

Here’s a breakdown of ClickUp CRM’s strengths and weaknesses.

Strengths	Weaknesses
Highly customisable.	Steep learning curve for new users.
Integrated project management.	CRM functionality is still developing.
Wide range of features.	Can feel overwhelming due to its complexity.
Competitive pricing.	Advanced CRM features require higher tier subscriptions.
Strong collaboration features.	Mobile app can be improved.

Our Analysis: What Type of Business is ClickUp Best Suited For?

ClickUp CRM is best suited for:

• Small to medium-sized businesses (SMBs): Particularly those already using ClickUp for project management. The integrated nature of the platform allows for seamless workflow management.
• Businesses that require a highly customisable CRM: Those needing to tailor their CRM to unique processes will appreciate ClickUp’s flexibility.
• Project-based businesses: Agencies, consultancies, and construction companies that manage projects alongside customer relationships.
• Startups: That need a scalable and cost-effective CRM solution that can grow with their business.

It’s less ideal for large enterprises requiring highly specialised, enterprise-grade CRM features out of the box. Those businesses may be better suited for a dedicated CRM like Salesforce.

Conclusion

ClickUp CRM presents a compelling option for businesses seeking a flexible and integrated CRM solution. Its strengths lie in its customisability, project management integration, and competitive pricing. However, its complexity and ongoing development mean it may not be suitable for all businesses. For SMBs and project-based businesses already familiar with ClickUp, the CRM functionality offers a valuable extension to their existing workflow. As ClickUp continues to evolve, its CRM capabilities are likely to become even more robust. Before commiting to a paid plan, it is highly recomended to make use of the free forever plan to test if ClickUp is a good fit.

ClickUp CRM Competitors

• Salesforce
• HubSpot
• Zoho CRM
• EngageBay
• Monday CRM
• Agile CRM
• Insightly
• Pipedrive
• Capsule

Check out our comparison of the best CRMs, and see where ClickUp sits in the top ten.

Capsule CRM aims to provide a straightforward and user-friendly solution for small to medium-sized businesses. It focuses on core CRM functionalities, emphasising simplicity and affordability. This review will delve into its features, pricing, strengths, weaknesses, and suitability for different business types.

Capsule CRM Features

We have taken a deep dive into Capsule CRM’s functionality, breaking down the features and how they work in practice.

1. Contact Management

Centralised Contact Database: Capsule provides a unified repository for all your contacts, be they individuals or organisations. You can store essential information like names, addresses, phone numbers, email addresses, and social media profiles.
Custom Fields: The Professional and Teams plans allow you to create custom fields to capture specific information relevant to your business, ensuring you track the data that matters most.
Tags and Segmentation: You can tag contacts to categorise them based on various criteria (e.g., industry, customer type, lead source). This allows for efficient segmentation and targeted communication.
Activity History: Capsule logs all interactions with contacts, including emails, calls, notes, and tasks. This provides a comprehensive view of your relationship with each contact.

2. Sales Pipeline Management

Visual Pipeline: Capsule’s sales pipeline provides a visual representation of your sales process, allowing you to track deals through different stages.
Pipeline Customisation: The Professional and Teams plans allow you to customise pipeline stages to match your specific sales process.
Deal Tracking: You can track key deal information, such as deal value, expected close date, and probability of closing.
Task Association: You can associate tasks with deals to ensure follow-up actions are taken at each stage.
Sales Forecasting (Teams Plan): The Teams plan includes sales forecasting features, enabling you to predict future sales revenue based on your pipeline.

3. Task & Activity Management

Task Creation and Assignment: You can create tasks and assign them to yourself or other team members.
Task Scheduling: Tasks can be scheduled with due dates and reminders.
Calendar Integration: Capsule integrates with your calendar, allowing you to view and manage your tasks and appointments.
Activity Logging: You can log all your activities, such as calls, meetings, and emails, providing a complete record of your interactions.
Team Activity Reports (Teams Plan): The Teams plan provides reports on team activity, allowing you to monitor team performance.

4. Communication & Integrations

Email Integration: Capsule integrates with email clients, allowing you to track email correspondence with contacts.
Mailchimp Integration: Integrates with Mailchimp for email marketing.
Google Workspace and Outlook Integrations: These allow for contact and calendar syncing.
API Access: Capsule offers API access, enabling you to integrate it with other applications.
Third Party Integrations: Capsule also integrates with a number of third party applications, such as Xero, and Quickbooks.

5. Reporting & Analytics

Basic Reporting (Free Plan): Provides basic reports on contacts and sales.
Advanced Reporting (Professional and Teams Plans): Offers more detailed reports on sales, activity, and team performance.
Custom Reports (Professional and Teams Plans): You can create custom reports to analyse specific data.
Sales Forecasting (Teams Plan): Provides reports on forecasted sales revenue.
Team Activity Reports (Teams Plan): Provides reports on team activity and performance.

6. User Management & Permissions (Teams Plan)

User Permissions: The Teams plan allows you to set granular user permissions, controlling access to data and features.
Team Management: You can create teams and assign users to them.
Priority Support (Teams Plan): Teams plan users receive priority support.

Capsule offers a tiered subscription model, with features varying across each plan. Here’s a breakdown:

Free Plan

• Up to 2 users
• 250 contacts
• Basic contact management
• Sales pipeline tracking
• Tasks and calendar

Professional Plan

• Unlimited users
• Unlimited contacts
• Advanced reporting
• Email integration
• Mailchimp integration
• Custom fields
• Sales pipeline customisation
• Activity reporting

Teams Plan

• All Professional features
• Team activity reports
• Advanced permissions
• Sales forecasting
• Priority support

Capsule aims to be a hub for managing interactions. It’s built to keep track of who you are dealing with, what stage of the sales process those people are in, what you have done and what you need to do next with those people. The more advanced plans simply add more complex reporting, and greater team management possibilities.

Take a look at our analysis of the functionality of the best CRMs to see how Capsule compares.

How Much Does Capsule CRM Cost (And Is It Worth It?)

Capsule CRM offers tiered pricing, catering to different business needs.We have included approximate prices below.

Free: £0
Professional: From approximately £14 per user, per month (billed annually)
Teams: From approximately £28 per user, per month (billed annually)

In our opinion, Capsule CRM strikes a good balance between features and price, making it a valuable option for its target audience. Its strength lies in delivering core CRM functionalities, such as contact and sales pipeline management, with a user-friendly interface that minimises the learning curve. The availability of a free plan further enhances its accessibility, particularly for startups and very small businesses. This focus on simplicity and ease of use translates to time and cost savings in training and implementation.

While Capsule provides excellent value, it’s important to acknowledge its limitations. The platform may lack the advanced features and customisation options of more complex and expensive CRM systems. Specifically, businesses requiring in-depth reporting, extensive marketing automation, or highly customised workflows would find Capsule’s capabilities somewhat restricted. However, for organisations that prioritise simplicity, affordability, and essential CRM functionalities, Capsule CRM strikes a commendable balance between features and price, making it a worthwhile investment.

Take a look at where Capsule sits on our ranking of the most cost-effective CRMs.

Capsule CRM: Strengths and Weaknesses

Here’s a breakdown of Capsule CRM’s strengths and weaknesses.

Strengths	Weaknesses
User-friendly interface.	Limited marketing automation features.
Simple and intuitive design.	Can lack advanced customisation for very complex needs.
Affordable pricing, especially for SMEs.	Advanced reporting can be limited.
Good contact and sales pipeline management.	Some integrations are limited.
Good for basic task and activity tracking.

Our Analysis: What Type of Business is Capsule CRM Best Suited For?

Capsule CRM presents a compelling value proposition for small to medium-sized businesses seeking a straightforward and affordable customer relationship management solution. It’s particularly well-suited for:

• Small sales teams: Businesses with straightforward sales processes will find Capsule’s pipeline management and contact tracking effective.
• Service-based businesses: Companies that rely on strong client relationships, such as consultants, agencies, and freelancers, can benefit from its task and activity tracking.
• Businesses needing basic CRM functionality: Organisations that want to move away from spreadsheets and adopt a simple CRM system will find Capsule’s interface easy to learn.

However, businesses with complex sales processes, extensive marketing automation needs, or those requiring highly customised workflows might find Capsule’s features limiting.

Conclusion

Capsule CRM offers a solid foundation for managing customer relationships. Its straightforward design and affordable pricing make it an attractive option for SMEs looking for a user-friendly CRM solution. While it may lack the advanced features of more complex platforms, its core functionalities are well-executed. If your business prioritises simplicity and ease of use, Capsule CRM is definitely worth considering. It provides a reliable and efficient way to manage contacts, track sales, and improve customer interactions.

Capsule CRM Competitors

• Salesforce
• HubSpot
• Zoho CRM
• ClickUp
• EngageBay
• Monday CRM
• Agile CRM
• Insightly
• Pipedrive

Check out our comparison of the best CRMs, and see where Capsule sits in the top ten.

Bitrix24 is more than just a CRM; it’s a comprehensive business suite. However, its CRM functionality is a core component, designed to manage customer relationships, sales processes, and marketing efforts. This review will delve into Bitrix24’s CRM features, pricing, strengths, weaknesses, and suitability for businesses looking for a robust CRM solution.

Bitrix24 CRM Features

Bitrix24 provides a 360-degree view of your customer relationships, enabling you to manage all aspects of the sales process from a single platform.

1. Contact and Company Management

• Centralised database for storing detailed information about contacts and companies.
• Ability to track interactions, communication history, and relevant documents.
• Segmentation and grouping of contacts for targeted marketing.

2. Lead Management

• Capture leads from various sources (website forms, emails, calls).
• Lead qualification and distribution to sales representatives.
• Automated lead processing workflows.
• Lead conversion into contacts, companies, or deals.

3. Deal Management

• Visual sales pipelines to track deals through different stages.
• Customisable deal stages to match your sales process.
• Deal tracking, forecasting, and reporting.
• Ability to attach documents, tasks, and communications to each deal.

4. Sales Automation

• Automation of repetitive tasks, such as sending emails or creating tasks.
• Workflow automation for sales processes, such as lead nurturing and deal progression.
• Sales funnel automation to guide leads through the sales cycle.

5. CRM Marketing

• Email marketing campaigns with templates and automation.
• SMS marketing for direct customer communication.
• Integration with social media platforms.
• Web forms, for lead generation.

6. Reporting & Analytics

• Sales reports, including sales funnel analysis and deal performance.
• Customisable reports and dashboards.
• Insights into sales trends and customer behaviour.

7. Communication Integration

• Integration with email, phone, and chat.
• Open Channels for connecting with social media and messaging apps.
• Call tracking and recording.
• All customer communication is stored within the CRM.

8. CRM Web Forms

• The ability to create web forms, that when filled in, automatically create leads within the Bitrix24 CRM.

Bitrix24’s CRM features are layered across its subscription plans, providing a scalable CRM experience.

Free Plan

• Essential CRM: Contact, company, and deal management
• Quotes and invoices
• Basic sales pipeline management
• Limited customisation

Basic Plan

• All Free Plan features plus:
• CRM marketing tools: Email and SMS marketing
• Sales funnel reporting
• Lead management and automation
• Time tracking related to CRM activities

Standard Plan

• All Basic Plan features plus:
• Advanced sales funnel customisation and automation
• Business process automation within the CRM
• Online documents integration for quotes and contracts
• Advanced CRM reporting and analytics

Professional Plan

• All Standard Plan features plus:
• Advanced CRM marketing automation and segmentation
• Business process designer for complex CRM workflows
• Sales intelligence and analytics
• HR integration with CRM (e.g., employee performance tied to sales)

Enterprise Plan

• All Professional Plan features plus:
• Maximum CRM data storage and user capacity
• Priority support for CRM issues
• On-premise CRM deployment option
• Advanced CRM security and compliance features

Bitrix24 offers a powerful and versatile platform that, when properly implemented, can significantly enhance customer relationship management and overall business efficiency. The platform’s CRM capabilities are robust, encompassing sales automation, marketing tools, and detailed analytics, all designed to provide a 360-degree view of customer relationships.

How Much Does Bitrix24 Cost? (And Is It Worth It?)

Bitrix24’s scalable pricing model, including a free plan, makes it accessible to a wide range of businesses, from startups to large enterprises. The tiered structure allows for upgrades as needs evolve, ensuring businesses only pay for required features. We have included approximate pricing for each tier below.

Free Plan: £0
Basic Plan: From approximately £49 per month
Standard Plan: From approximately £99 per month
Professional Plan: From approximately £199 per month
Enterprise Plan: Contact Bitrix24 for a custom quote

Bitrix24 presents a compelling value proposition for businesses seeking a comprehensive CRM solution. Its strength lies in its “all-in-one” approach, integrating CRM functionalities with project management, communication, and collaboration tools. This eliminates the need for multiple software subscriptions, potentially leading to cost savings.

Our Thoughts on Bitrix24’s Free CRM Subscription

The free subscription option of Bitrix24 is a significant asset. It acts as an excellent entry point for small businesses, startups, or even individual entrepreneurs who are just beginning to explore CRM solutions. For those with limited budgets, it provides access to essential CRM functionalities, such as contact management, deal tracking, and basic sales pipeline management, without any financial commitment. This allows you to experience the benefits of a CRM system and determine if it aligns with your needs before investing in a paid plan.

We would recommend that you use the free plan to thoroughly test the platform’s user interface, features, and overall functionality before committing to a paid subscription. This reduces the risk of investing in a software solution that may not be a good fit.

Bitrix24’s free subscription can also work as a long-term solution for small businesses or teams with basic CRM needs. If your requirements remain relatively simple, the free plan might be sufficient to manage your customer relationships effectively.

Take a look at our comparison of the best free CRMs.

Bitrix24 CRM: Strengths and Weaknesses

To give you a clearer picture, here’s a quick rundown of Bitrix24’s key strengths and weaknesses.

Strengths	Weaknesses
Comprehensive CRM feature set.	Can be overwhelming for users needing only basic CRM functions.
Strong sales pipeline management and automation.	Customisation, while powerful, can be complex.
Integrated CRM marketing tools.	Mobile CRM app performance can be inconsistent.
Robust reporting and analytics.	Customer support response times can vary.
Business process automation.	Complex configuration.

Our Analysis: What Type of Business is Bitrix24 Best Suited For?

Bitrix24 CRM is particularly well-suited for:

• Sales-driven businesses: Companies that rely heavily on sales pipelines and lead management will find Bitrix24’s CRM features valuable.
• Businesses with complex sales processes: The automation and customisation options are ideal for businesses with intricate workflows.
• Marketing-focused businesses: The integrated marketing tools allow for seamless campaign management and customer engagement.
• Growing SMEs: The scalable pricing and feature set enable businesses to expand their CRM capabilities as they grow.
• Companies needing deep sales analytics.

Businesses needing only very basic contact management may find Bitrix24’s CRM too feature-rich.

Conclusion

Bitrix24 offers a powerful and comprehensive CRM solution. Its strengths lie in its robust sales pipeline management, marketing automation, and customisation options. While the learning curve can be steep, the platform’s versatility makes it a valuable asset for businesses looking to enhance their customer relationship management.

Bitrix24’s value proposition is strong, particularly for businesses that intend to leverage its extensive feature set. The free plan and trial periods offer a valuable opportunity to assess its suitability for specific business needs.

If you require a CRM that integrates seamlessly with marketing and sales automation, and provides deep sales analytics, Bitrix24 is a strong contender. Always test the free version, or free trial of the paid versions, to be certain it is the correct CRM for your specific business needs.

Bitrix24 CRM Competitors

• Salesforce
• HubSpot
• Zoho CRM
• ClickUp
• EngageBay
• Monday CRM
• Agile CRM
• Insightly
• Pipedrive
• Capsule

Agile CRM is a cloud-based customer relationship management (CRM) system designed to help small to medium-sized businesses (SMBs) streamline their sales, marketing, and service processes. It aims to provide a comprehensive platform that integrates various functions, eliminating the need for multiple disparate tools. Agile CRM focuses on affordability and ease of use, making it an attractive option for businesses seeking a cost-effective, all-in-one solution.

Agile CRM Features

Agile CRM aims to provide a unified platform, and its functionality reflects this. Here’s a breakdown of key areas:

1. Contact Management

Centralised Database: Agile CRM acts as a central repository for all your contact information, including customers, prospects, and partners.
Custom Fields: You can create custom fields to capture specific data relevant to your business, allowing for detailed contact profiles.
Contact Segmentation: Segment your contacts based on various criteria (e.g., demographics, purchase history, engagement level) to target your marketing and sales efforts effectively.
Activity Tracking: Record all interactions with contacts, including emails, calls, meetings, and social media activity, providing a complete history.
Contact Scoring: Assign scores to contacts based on their engagement and behaviour, helping you prioritise leads.

2. Sales Automation

Deal Tracking: Manage your sales pipeline with visual deal stages, track progress, and forecast revenue.
Task Management: Assign tasks to team members, set deadlines, and track completion, ensuring efficient workflow.
Calendar Integration: Sync your calendar with Agile CRM to schedule appointments and meetings.
Phone Integration: Make and receive calls directly from the CRM, record calls, and track call history.
Sales Reporting: Generate reports on sales performance, pipeline activity, and revenue, providing insights for decision-making.
Automated Workflows: Create automated workflows to move deals through the pipeline, send follow up emails, and assign tasks.

3. Marketing Automation

Email Marketing: Create and send targeted email campaigns, track open and click-through rates, and automate follow-up emails.
Landing Page Builder: Design and publish landing pages to capture leads and promote offers.
Web Forms: Create web forms to capture leads from your website and automatically add them to your CRM.
Social Media Monitoring: Track social media mentions, engage with followers, and monitor brand sentiment.
Marketing Automation Workflows: Build complex automation workflows with triggers, actions, and conditions, automating marketing tasks and nurturing leads.
Campaign Tracking: Track the performance of your marketing campaigns, measure ROI, and optimise your strategies.

4. Customer Service

Help Desk: Manage customer support tickets, track resolution times, and provide timely responses.
Knowledge Base: Create a knowledge base to provide self-service support to customers.
Service Reporting: Generate reports on customer service performance, including ticket volume, resolution times, and customer satisfaction.
Two-Way Email Integration: Allows for seamless communication with customers, and for all communications to be logged within the CRM.

5. Integrations

Third-Party Integrations: Integrate with a variety of third-party applications, including email providers (Gmail, Outlook), social media platforms (Twitter, Facebook), and e-commerce platforms (Shopify, WooCommerce).
API Access: Agile CRM provides API access, allowing developers to build custom integrations and extend the platform’s functionality.

6. Reporting & Analytics

Reporting and Analytics Tools: Track key metrics and gain insights into your business performance.
Customisable Dashboards: Allow for users to view the most important data for their role.
Reports on Sales, Marketing and Customer Service: Providing a comprehensive view of your business.

How the Features Work Together

Agile CRM’s strength lies in its ability to integrate these functionalities. For example:

• A lead captured through a web form automatically enters the CRM as a contact.
• Marketing automation workflows nurture the lead with targeted emails and content.
• When the lead is ready, it’s passed to the sales team as a deal.
• The sales team tracks the deal through the pipeline, using task management and calendar integration.
• After the deal is closed, the customer enters the customer service system for ongoing support.
• All interactions are tracked and recorded in the contact’s profile, providing a 360-degree view of the customer.

This interconnectedness provides a holistic view of the customer journey, allowing businesses to optimise their processes and improve customer relationships.

Access to Agile CRM’s range of features varies by subscription tier. Here’s a breakdown:

Free Tier

• Contact Management: Basic contact storage and organisation.
• Deal Tracking: Simple deal pipeline management.
• Task Management: Basic task assignment and tracking.
• Limited Email Tracking.
• Up to 10 Users.

Starter Tier

• Everything in Free, plus:
• Email Marketing: Basic email campaigns.
• Social Monitoring: Track social media mentions.
• Custom Data Fields.
• Phone Integration.
• Unlimited Contacts.

Regular Tier

• Everything in Starter, plus:
• Marketing Automation: Advanced workflows and automation.
• Landing Page Builder.
• Web Analytics.
• Two-Way Email Integration.
• More Advanced Reporting.

Enterprise Tier

• Everything in Regular, plus:
• Advanced Customisation.
• Dedicated Account Manager.
• Priority Support.
• Phone Support.
• Advanced Integrations.

Agile CRM’s strength lies in consolidating sales, marketing, and service functionalities into a single, affordable platform, potentially eliminating the need for multiple costly tools. The inclusion of robust marketing automation features, even in its mid-tier offerings, significantly enhances its value, as this functionality is often a premium add-on in competing systems. Furthermore, Agile CRM’s integration capabilities with various third-party applications streamline workflows and enhance overall efficiency, contributing to its appeal.

However, the user interface can feel cluttered, potentially impacting efficiency and user satisfaction. While Agile CRM offers a broad range of features, you may find that certain functionalities lack the depth or customisation options available in more specialised, albeit more expensive, CRM systems

Take a look at our analysis of the functionality of the best CRMs to see how Agile compares.

How Much Does Agile CRM Cost (And Is It Worth It?)

Agile CRM employs a tiered pricing structure. The following are approximate “from” prices in GBP, please note that these prices are subject to change and it is always best to check the Agile CRM website for the most up to date information.

Free: £0 (limited features and users).
Starter: Approximately £11-£15 per user, per month (billed annually).
Regular: Approximately £35-£40 per user, per month (billed annually).
Enterprise: Approximately £55-£60 per user, per month (billed annually).

In our opinion, Agile CRM generally delivers good value for money for businesses seeking a comprehensive and budget-friendly CRM solution. Its broad feature set and competitive pricing make it a strong contender for SMBs and startups. Prospective users should, however, carefully assess their specific requirements and weigh the potential drawbacks related to user experience and customer support against the platform’s overall benefits. If a business prioritises a wide range of functionalities within a unified and affordable system, Agile CRM is a worthwhile consideration.

Take a look at where Agile CRM sits on our ranking of the most cost-effective CRMs.

Agile CRM: Strengths and Weaknesses

Here’s a breakdown of Agile CRM’s strengths and weaknesses.

Strengths	Weaknesses
Affordable pricing, especially for SMBs.	User interface can sometimes feel cluttered.
Comprehensive feature set.	Some advanced features may require a learning curve.
Strong integration capabilities.	Customer support can be inconsistent, depending on the tier.
Good marketing automation features.	Reporting can be improved.
Free tier available for small teams.

Our Analysis: What Type of Business is Agile CRM Best Suited For?

Agile CRM presents a compelling value proposition, particularly for small to medium-sized businesses and startups. It is particularly well-suited for:

• Small to Medium-Sized Businesses: Its affordability and all-in-one nature make it ideal for businesses with limited budgets and resources.
• Startups: Startups can benefit from the free tier and scale up as they grow.
• Sales and Marketing Teams: The integrated sales and marketing tools are beneficial for teams looking to align their efforts.
• Businesses needing a comprehensive CRM: Businesses looking to remove multiple subscriptions to different software by using one all in one solution.
• Businesses with a need for marketing automation: The marketing automation features in the higher tiers are very useful for companies looking to automate their customer journey.

Conclusion

Agile CRM offers a compelling value proposition for businesses seeking an affordable and comprehensive CRM solution. Its integrated features, including sales, marketing, and service tools, provide a unified platform for managing customer relationships. While there are some minor drawbacks, such as a potentially cluttered interface and occasional support inconsistencies, the overall benefits outweigh the limitations, particularly for SMBs and startups. By offering a free tier, Agile CRM allows businesses to test the platform before committing, making it a low-risk option. If you’re seeking a cost-effective, all-in-one CRM solution, Agile CRM is certainly worth considering.

Agile CRM Competitors

• Salesforce
• HubSpot
• Zoho CRM
• ClickUp
• EngageBay
• Monday CRM
• Insightly
• Pipedrive
• Capsule

Check out our comparison of the best CRMs, and see where Agile CRM sits in the top ten.

So, you’re thinking about getting a CRM – smart move! They’re lifesavers for keeping track of customers and boosting sales. But let’s be real, figuring out CRM pricing can be a total headache. All those different plans, user fees, and extra features… where do you even start? This article’s here to break it all down for you. We’ll look at the typical ways CRMs charge and compare the costs of ten of the top players. Whether you’re just starting out or running a big company, we’ll help you get a handle on CRM pricing so you can find the perfect fit for your business (and your budget!).

How Much Does a CRM Really Cost?

Most CRM providers utilise a subscription-based model, meaning you pay a recurring fee (usually monthly or annually) for access to the software.

Common CRM Pricing Models

Per-User/Per-Month: This is the most prevalent model. You pay a monthly fee for each user.

Per-User/Per-Year: Annual subscriptions often come with a discount compared to monthly payments.

Tiered Pricing: Different plans offer different sets of features and user limits. You choose the tier that best suits your needs and budget.

Usage-Based Pricing: Some CRMs, particularly those with a strong focus on specific functionalities like marketing automation, might charge based on usage (e.g., number of emails sent, contacts stored).

Free CRMs: A few providers offer free CRMs, but these usually have significant limitations in terms of features, users, and storage. They can be a good starting point for very small businesses but might not be scalable.

General Pricing Ranges (per user, per month)

Basic CRMs: £10-£30
Ideal for small businesses with simple needs like contact management and basic sales tracking.

Mid-range CRMs: £30-£70
Offer more advanced features like marketing automation, reporting, and integrations. Suitable for growing businesses.

Enterprise CRMs: £70+
Provide highly customizable solutions with advanced features and dedicated support. Designed for large organizations with complex requirements.

Hidden CRM Costs to Watch Out For

Data Migration: Moving your existing data to a new CRM can be a complex process and might require professional services, adding to your costs.

Customisation: If you need to customize your CRM extensively to fit your specific workflows, you might incur development costs.

Integration Fees: Connecting your CRM with other business applications (e.g., accounting software, email marketing platforms) might involve integration fees.

Cancellation Fees: Some providers charge a fee if you cancel your contract early.

The Best CRM Platforms: Pricing Guide

Please note, pricing included is approximate and subject to change. To get accurate pricing:

1. Visit the CRM provider’s website: Most websites have detailed pricing pages.
2. Use their pricing calculator: Many providers offer calculators to estimate costs based on your needs.
3. Contact their sales team: For complex needs, it’s best to talk to a sales representative.

Pipedrive

Pipedrive is known for its ease of use and visual pipeline. Pricing is competitive, with plans ranging from £12.50-£75 per user/month.

Pricing: Starts around £12.50/user/month (essential plan).
Strengths: Visual sales pipeline, easy to use.
Weaknesses: Marketing automation less comprehensive.

Monday CRM

A highly customisable and flexible option. Pricing is based on “seats” (users) and starts at around £8 per seat/month.

Pricing: Starts around £8/user/month (basic plan).
Strengths: Highly customisable, excellent for project management.
Weaknesses: Can be overwhelming, CRM functionality might require add-ons.

HubSpot

HubSpot offers a wide range of features, including a free CRM. Paid plans start at around £14 per user/month for basic sales features, but can go up to thousands per month for marketing automation.

Pricing: Free CRM available; paid plans start around £14/month (Starter CRM Suite).
Strengths: Comprehensive, strong marketing automation, free option.
Weaknesses: Paid plans can get expensive quickly.

Salesforce

The most popular CRM, with a huge range of features and plans. Pricing is complex, but generally starts at around £20 per user/month for basic plans and can go up to hundreds per user/month for enterprise-level solutions.

Pricing: Starts around £20/user/month (Sales Cloud Essentials).
Strengths: Powerful, highly customisable, industry standard.
Weaknesses: Complex, expensive.

Capsule

A simple and affordable CRM, ideal for small businesses. Pricing is straightforward, with plans starting at around £12-£30 per user/month.

Pricing: Starts around £12/user/month.
Strengths: Simple, affordable, easy to use.
Weaknesses: Limited features.

ClickUp

This is a project management tool with CRM features. Pricing is competitive, with plans ranging from around £8-£20 per user/month.

Pricing: Free plan available; paid plans start around £8/user/month.
Strengths: Highly customisable, wide range of features.
Weaknesses: Complex, steep learning curve.

Zoho CRM

This CRM offers a wide range of features and plans, with competitive pricing. Plans start at around £12 per user/month.

Pricing: Free edition available; paid plans start around £12/user/month.
Strengths: Feature-rich, affordable.
Weaknesses: Interface can feel dated.

EngageBay

An all-in-one CRM with marketing, sales, and service features. Pricing is competitive, with plans starting at around £12 per user/month.

Pricing: Free plan available; paid plans start around £12/user/month.
Strengths: All-in-one platform, competitive pricing.
Weaknesses: Interface may not be as intuitive.

Insightly

A CRM focused on small to medium-sized businesses. Pricing is straightforward, with plans ranging from around £15-£50 per user/month.

Pricing: Starts around £15/user/month.
Strengths: User-friendly, good for sales and project management.
Weaknesses: Fewer features than some competitors.

Agile CRM

An affordable CRM with marketing automation. Pricing is competitive, with plans starting at around £10 per user/month.

Pricing: Free plan available; paid plans start around £10/user/month.
Strengths: All-in-one, good balance of features and affordability.
Weaknesses: Interface can be cluttered.

Which CRM is the Best Value For Money?

To recommend the CRMs that are the best value for money, we’ve considered not just the price, but also the features offered at each pricing tier. We looked at things like user limits, storage capacity, and whether essential features were locked behind expensive upgrades. We then compared this against similar platforms to determine if the pricing was competitive and justified by the functionality offered.

Our ranking:

1. Zoho CRM
2. HubSpot
3. Pipedrive
4. EngageBay
5. Agile CRM
6. Capsule
7. Monday CRM
8. ClickUp
9. Insightly
10. Salesforce

	Starting Price (user/month)	Strengths	Weaknesses
Zoho CRM	£12	Feature-rich, affordable	Interface can feel dated
HubSpot	£14	Comprehensive, strong marketing automation, free option	Paid plans can get expensive quickly
Pipedrive	£12.50	Visual sales pipeline, easy to use	Marketing automation less comprehensive
EngageBay	£12	All-in-one platform, competitive pricing	Interface may not be as intuitive
Agile CRM	£10	All-in-one, good balance of features and affordability	Interface can be cluttered
Capsule	£12	Simple, affordable, easy to use	Limited features
Monday CRM	£8	Highly customisable, excellent for project management	Can be overwhelming, CRM functionality may require add-ons
ClickUp	£8	Highly customisable, wide range of features	Complex, steep learning curve
Insightly	£15	User-friendly, good for sales and project management	Fewer features than some competitors
Salesforce	£20	Powerful, highly customisable, industry standard	Complex, expensive

Next Steps: Choose the Best CRM For Your Budget

Remember, the best CRM isn’t necessarily the most expensive; it’s the one that best fits your specific business needs and budget. Take a look at our comparison of CRM features and functionality before making a decision.

By carefully considering your needs and researching available options, you can confidently choose a cost-effective CRM for your business.

Let’s be honest, CRMs are a must-have. When used right, they can be the ultimate organisational hub for all your customer info, helping you boost sales and keep customers happy. But with so many CRMs out there, picking the right one can feel overwhelming. That’s why we have researched the top CRM platforms and ranked them by features and functionality, to help you find the best CRM for your business.

We broke down the essential features a CRM should have – Contact Management, Lead Management, Opportunity Management, Workflow Automation, and Reporting & Analytics – and also looked at some extras like Email Marketing, Customer Service & Support, Integrations, Customisation, and the game-changing power of AI. Then, we put each platform to the test, seeing if it had these features, how well they worked, and how user-friendly they were. We scored and ranked each CRM, to help you decide which CRM has the best features for your business.

CRM Feature Comparison: Scoring the Top Platforms

Pipedrive

Core Functionality:

• Contact Management: Visual pipeline, easy to use.
• Lead Management: Strong pipeline focus, visual lead tracking.
• Opportunity Management: Clear deal stages, revenue forecasting.
• Workflow Automation: Sales-focused automation, easy to set up.
• Reporting & Analytics: Customisable reports, sales performance metrics.

Additional Functionality:

• Email Marketing: Simple campaigns, email tracking.
• Customer Service & Support: Limited, focuses on sales process.
• Integrations: Many integrations, especially sales tools.
• Customisation: Good customisation, easy to adapt.
• AI: Sales Insights (AI-driven recommendations).

Our Score for Functionality: 65%

Monday CRM

Core Functionality:

• Contact Management: Flexible, customisable contact views.
• Lead Management: Visual lead tracking, Kanban boards.
• Opportunity Management: Customisable deal stages, progress tracking.
• Workflow Automation: Highly customisable, project-style automation.
• Reporting & Analytics: Customisable dashboards, progress visualisation.

Additional Functionality:

• Email Marketing: Basic email marketing, more project-focused.
• Customer Service & Support: Limited, project management focus.
• Integrations: Growing number of integrations.
• Customisation: Highly customisable, flexible workflows.
• AI: Limited, primarily for workflow automation.

Our Score for Functionality: 75%

HubSpot

Core Functionality:

• Contact Management: Comprehensive contact database, segmentation.
• Lead Management: Inbound marketing focus, lead scoring.
• Opportunity Management: Deal tracking, sales pipeline management.
• Workflow Automation: Powerful marketing automation, complex workflows.
• Reporting & Analytics: Detailed reports, marketing & sales analytics.

Additional Functionality:

• Email Marketing: Advanced marketing automation, email sequences.
• Customer Service & Support: Excellent, integrated with service hub.
• Integrations: Wide range, strong marketing focus.
• Customisation: Very customisable, especially marketing.
• AI: Content optimization, sales insights.

Our Score for Functionality: 90%

Salesforce

Core Functionality:

• Contact Management: Robust contact management, complex relationships.
• Lead Management: Lead scoring, campaign management.
• Opportunity Management: Advanced opportunity management, sales forecasting.
• Workflow Automation: Enterprise-grade automation, complex workflows.
• Reporting & Analytics: Comprehensive reports, dashboards, deep analytics.

Additional Functionality:

• Email Marketing: Advanced email marketing, personalization.
• Customer Service & Support: Extensive service cloud, omnichannel support.
• Integrations: Vast ecosystem, countless integrations.
• Customisation: Highly customisable, complex configurations.
• AI: Einstein (AI for sales, service, marketing).

Our Score for Functionality: 95%

Capsule

Core Functionality:

• Contact Management: Simple, easy-to-use contact management.
• Lead Management: Basic lead tracking.
• Opportunity Management: Simple opportunity management.
• Workflow Automation: Limited automation.
• Reporting & Analytics: Basic reporting.

Additional Functionality:

• Email Marketing: Basic email marketing.
• Customer Service & Support: Limited.
• Integrations: Growing number of integrations.
• Customisation: Some customisation, primarily fields.
• AI: Limited.

Our Score for Functionality: 35%

ClickUp

Core Functionality:

• Contact Management: Customisable contact views, task integration.
• Lead Management: Lead tracking within projects, task management.
• Opportunity Management: Opportunity tracking within projects.
• Workflow Automation: Highly customisable, project-focused automation.
• Reporting & Analytics: Customisable dashboards, project tracking.

Additional Functionality:

• Email Marketing: Limited email marketing features.
• Customer Service & Support: Limited, project management focus.
• Integrations: Wide range, integrations with other tools.
• Customisation: Highly customisable, flexible workflows.
• AI: Limited, primarily for task automation.

Our Score for Functionality: 80%

Zoho CRM

Core Functionality:

• Contact Management: Feature-rich contact management, social insights.
• Lead Management: Lead nurturing, scoring, and automation.
• Opportunity Management: Sales pipeline management, deal tracking.
• Workflow Automation: Powerful automation, workflow rules.
• Reporting & Analytics: Advanced reporting, analytics dashboards.
• Email Marketing: Comprehensive email marketing, automation.

Additional Functionality:

• Customer Service & Support: Strong customer support features.
• Integrations: Extensive integrations, Zoho ecosystem.
• Customisation: Highly customisable, many options.
• AI: Zia (AI for sales, service, analytics).

Our Score for Functionality: 90%

EngageBay

Core Functionality:

• Contact Management: Affordable, integrated contact management.
• Lead Management: Sales & marketing automation for lead nurturing.
• Opportunity Management: Deal pipeline management.
• Workflow Automation: Marketing & sales automation, email sequences.
• Reporting & Analytics: Reporting & analytics for sales and marketing.

Additional Functionality:

• Email Marketing: Integrated email marketing, automation.
• Customer Service & Support: Integrated helpdesk and live chat.
• Integrations: Good number of integrations.
• Customisation: Customisable fields and layouts.
• AI: Limited.

Our Score for Functionality: 80%

Insightly

Core Functionality:

• Contact Management: Relationship linking, contact insights.
• Lead Management: Lead management, conversion tracking.
• Opportunity Management: Opportunity management, project linking.
• Workflow Automation: Workflow automation, process management.
• Reporting & Analytics: Reporting & dashboards, sales performance.

Additional Functionality:

• Email Marketing: Email marketing, templates, and tracking.
• Customer Service & Support: Customer support features, case management.
• Integrations: Integrations with popular apps.
• Customisation: Customisable fields, layouts, and workflows.
• AI: Limited.

Our Score for Functionality: 55%

Agile CRM

Core Functionality:

• Contact Management: Contact management with social media integration.
• Lead Management: Lead scoring, automation, and nurturing.
• Opportunity Management: Opportunity tracking, deal management.
• Workflow Automation: Marketing and sales automation.
• Reporting & Analytics: Reporting and analytics dashboards.

Additional Functionality:

• Email Marketing: Email marketing, automation, and tracking.
• Customer Service & Support: Customer support features, helpdesk.
• Integrations: Integrations with various platforms.
• Customisation: Customisable fields and layouts.
• AI: Limited.

Our Score for Functionality: 70%

	Contact Management	Lead Management	Opportunity Management	Workflow Automation	Reporting & Analytics	Email Marketing	Customer Service & Support	Integrations	AI
Salesforce	Robust contact management, complex relationships.	Lead scoring, campaign management.	Advanced opportunity management, sales forecasting.	Enterprise-grade automation, complex workflows.	Comprehensive reports, dashboards, deep analytics.	Advanced email marketing, personalisation.	Extensive service cloud, omnichannel support.	Vast ecosystem, countless integrations.	Einstein (AI for sales, service, marketing).
Zoho CRM	Feature-rich contact management, social insights.	Lead nurturing, scoring, and automation.	Sales pipeline management, deal tracking.	Powerful automation, workflow rules.	Advanced reporting, analytics dashboards.	Comprehensive email marketing, automation.	Strong customer support features.	Extensive integrations, Zoho ecosystem.	Zia (AI for sales, service, analytics).
HubSpot	Comprehensive contact database, segmentation.	Inbound marketing focus, lead scoring.	Deal tracking, sales pipeline management.	Powerful marketing automation, complex workflows.	Detailed reports, marketing & sales analytics.	Advanced marketing automation, email sequences.	Excellent, integrated with service hub.	Wide range, strong marketing focus.	Content optimisation, sales insights.
EngageBay	Affordable, integrated contact management.	Sales & marketing automation for lead nurturing.	Deal pipeline management.	Marketing & sales automation, email sequences.	Reporting & analytics for sales and marketing.	Integrated email marketing, automation.	Integrated helpdesk and live chat.	Good number of integrations.	Limited.
ClickUp	Customisable contact views, task integration.	Lead tracking within projects, task management.	Opportunity tracking within projects.	Highly customisable, project-focused automation.	Customisable dashboards, project tracking.	Limited email marketing features.	Limited, project management focus.	Wide range, integrations with other tools.	Limited, primarily for task automation.
Monday CRM	Flexible, customisable contact views.	Visual lead tracking, Kanban boards.	Customisable deal stages, progress tracking.	Highly customisable, project-style automation.	Customisable dashboards, progress visualisation.	Basic email marketing, more project-focused.	Limited, project management focus.	Growing number of integrations.	Limited, primarily for workflow automation.
Agile CRM	Contact management with social media integration.	Lead scoring, automation, and nurturing.	Opportunity tracking, deal management.	Marketing and sales automation.	Reporting and analytics dashboards.	Email marketing, automation, and tracking.	Customer support features, helpdesk.	Integrations with various platforms.	Limited.
Pipedrive	Visual pipeline, easy to use.	Strong pipeline focus, visual lead tracking.	Clear deal stages, revenue forecasting.	Sales-focused automation, easy to set up.	Customisable reports, sales performance metrics.	Simple campaigns, email tracking.	Limited, focuses on sales process.	Many integrations, especially sales tools.	Sales Insights (AI-driven recommendations).
Insightly	Relationship linking, contact insights.	Lead management, conversion tracking.	Opportunity management, project linking.	Workflow automation, process management.	Reporting & dashboards, sales performance.	Email marketing, templates, and tracking.	Customer support features, case management.	Integrations with popular apps.	Limited.
Capsule	Simple, easy-to-use contact management.	Basic lead tracking.	Simple opportunity management.	Limited automation.	Basic reporting.	Basic email marketing.	Limited.	Growing number of integrations.	Limited.

Our Top 10 CRMs for Functionality

We identified the key features users look for in a CRM, from contact management and sales tracking to marketing automation and reporting. We then thoroughly explored each platform, noting which features were included, how well they performed, and how intuitive they were to use. This formed the basis of our “Features” score.

1. Salesforce (95%)
2. HubSpot (90%)
3. Zoho CRM (90%)
4. ClickUp (80%)
5. EngageBay (80%)
6. Monday CRM (75%)
7. Agile CRM (70%)
8. Pipedrive (65%)
9. Insightly (55%)
10. Capsule (35%)

From Comparison to Action: Choosing Your CRM

So, there you have it – our rundown of functionality for the best CRMs. Picking the right one is a big deal, and it all boils down to what your business actually needs. Think about the must-haves – like managing contacts, tracking leads, and getting those reports – and then add in the extras that’ll make your life easier. A good CRM isn’t just software; it’s like a teammate that helps you build stronger customer relationships and reach your business goals.

Next Steps

You’ve got the lowdown on these CRMs, now what? Here’s your action plan:

1. Check our Pricing Comparisons: We have ranked these CRMs from 1-10 for best value for money.
2. Pick Your Top 3: Based on what you need, choose the three CRMs that seem like the best fit.
3. Free Trials are Your Friend: Most CRMs let you try them out for free. Do it! Get your hands dirty with your top three and see if they actually work for you.
4. Get a Demo: Don’t be shy – ask for a demo! It’s a great way to get your specific questions answered and see how the CRM can solve your problems.
5. Check the Reviews: See what others are saying about these CRMs. Real-world experiences are super valuable.
6. Make Sure It Plays Nice: Double-check that your new CRM will work with your other tools, like your email marketing platform or accounting software.
7. Think Big (But Not Too Big): Consider where your business is headed. Will the CRM still work for you as you grow?
8. Make the Call: After all the testing and thinking, it’s time to choose your CRM and roll it out!
9. Train Your Crew: Nobody wants a fancy CRM that nobody knows how to use. Make sure your team gets some training so they can rock it.
10. Keep an Eye On Things: Your CRM should always be evolving with your business. Check in regularly and tweak things as needed to make sure it’s still doing its job.