So you want answers, and you want em' fast. Here they are:
Quick links for the Best CRM Software
1) Best Overall 🏆
Customize your workflows to track all aspects of the sales cycle, from lead gen to post-sale support.
2) Good Plugins🥈
Hubspot is the undisputed king of full-stack marketing software. With solid CRM features.
3) Most Features 🥉
A sales-focused CRM that uses AI to automate repetitive tasks and manage leads and sales.
So, you are in the market for a CRM that suits the IT sector.
Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you.
If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option.
Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.
Enjoy the list!
What CRM would you recommend?
In short, It's Monday.com CRM.
It's very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can't go wrong with Monday.com. It's the software we use with our clients at our ad agency.
"🚀Try Monday.com CRM For Free, It's my favorite CRM to use and recommend." -Scott Max
Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Monday.com CRM Review.
The best CRM specifically for IT
IT companies are usually service-oriented, which means they have to form impeccable relations with clients to grow in the market. They also have to manage employees' workload, deliver quality customer support and maintain organizational functioning. A CRM that offers an all-round package to carry all business operations within a single platform will be the best pick for IT companies. Have a look at the products below to choose the best CRM in this category:
Another tool to highlight is Salesforce, quite similar in the mechanics of employment to Pipedrive, is one of the most popular CRM programs, despite having a paid subscription, recommended for large companies but not so much for entrepreneurs or SMEs. It is a program that adapts perfectly to the size of your company, with a great usability adaptable to any device and with the possibility of using it anywhere you have a network.
Salesforce is a sales, marketing, and collaboration powerhouse that lets users accomplish business tasks and share ideas smartly. It was launched: in 1999 with the idea of helping organizations build long-lasting relationships with clients and providing a seamless transition to CRM software. Salesforce has since established itself as one of the most sought-after CRM tools due to its constant strive for innovation and philanthropic values.
Here are some features offered by Salesforce that can affect your business experience positively:
- Industry-focused services: Salesforce provides tailor-made CRM services for every business, irrespective of its niche or size. It is a multi-feature platform that allows every industry to benefit from its wide range of tools. Users can select their line of business to get recommendations on services or customize their own CRM plan.
- Salesforce Sustainability Cloud: Salesforce enables the inflow of your entire business data on a single platform, making it easier to accurately analyze your carbon footprint. In today’s age, when environmental awareness is more significant than ever, Salesforce Sustainability cloud lets you conceive a detailed plan to limit carbon emissions and provide a detailed report to the energy regulatory authorities.
- Slack Collaboration: Salesforce recently acquired Slack, and users can now integrate both platforms for secured communication and collaboration purposes. Slack has a unique interface that allows users to create distinct workflows for each task and automated responses to keep clients engaged till you assign a customer representative. Moreover, it brings different subsections of a business together and facilitates sharing of ideas.
- Workplace Command Centre: Salesforce tracks employee health and ensures their well-being during the pandemic; by carefully managing work hours. It builds a strong community where your company’s employees can connect with each other and resolve issues while you can dispatch resources faster.
- Lightning Platform: Salesforce provides an app development platform with the latest technologies like blockchain and AI. Users can handle every aspect of the process and customize a mobile application that empowers the company's ecosystem. It's an unequaled innovative experience that streamlines IT-related tasks and lets anyone contribute towards app development.
- AppExchange: Salesforce has an inbuilt marketplace where users can integrate the additional application to get a more customized experience. It amplifies your sales experience and browsing through several applications while using external tools within a unified platform for business purposes.
Salesforce has a multifunctional ecosystem where you can add services based on your requirements.
Sales Cloud’s “Essentials" plan is priced: at $25/month/user, “Professional” plan is priced at $75/month/user, “Enterprise” plan costs $150/month/user and “Unlimited” plan is worth $300/month/user.
Small businesses can get a generalized subscription to enjoy Salesforce and choose from the following packages:
The "Essentials" plan is priced: at $25/month/user and can be used; by up to 10 users.
The "Sales Professional" subscription is priced: at $75/month/user.
The "Service Professional" plan is priced: at $75/month/user.
The “Pardot Growth" plan is priced at $1250/month/user and offers automation capabilities for every business.
Another highlight is SugarCRM, with clients such as IBM, Audi or Zurich, which has a simple user interface and an intuitive personalisation platform, and has two types of CRM adapted to each user: a CRM for SMEs and a business CRM for large companies or multinationals.
Here are some unparalleled features offered by SugarCRM:
- Sugar Market: SugarCRM provides an all-in-one marketing automation tool that automatically prioritizes incoming leads based on client engagement. It also recognizes repetitive tasks and avoids them to ensure maximum work is done: in minimal time.
- Revenue Generation: SugarCRM generates revenue for each marketing campaign to let you know where your funds are being used and whether they are yielding desired results.
- Google Ads integration: Users can access Google Ads management tools within the Sugar Market and create shrewd campaigns to target a new clientele base while maintaining the stronghold over existing customers.
- Ease of Use: SugarCRM is exceedingly easy to customize because of multi-API accessibility. Users can switch from their existing CRM service to SugarCRM by connecting the API's, which leads to a high adoption rate. It allows users to personalize the menu bar and homepage for quick response to the incoming queries.
- Asset Library: SugarCRM simplifies the process of uploading, managing and storing assets to leverage within the emails, business website and other marketing documentation with the asset library. It supports various file types like images, documents, audios, gifs and CSS. Users can integrate SugarCRM with other content management systems with pre-built templates to get a more robust library.
- Sales Automation: SugarCRM’s sales tool offers accurate predictions on the possibility of closing a deal with its AI-powered tools. You can change your marketing patterns and sales process accordingly to attract more clients. Moreover, SugarCRM also provides automated operations to follow-up on potential customers during off-hours till a sales rep is assigned; to the task. You can use SugarBPM to review price quotations by comparing your services to other businesses and getting a fair evaluation of your product.
- Customer support platform: SugarCRM enables businesses to emphasize customer complaints and rectify the situation quickly. It provides a knowledge-based platform: that can be customized to help clients solve minor problems themselves. SugarCRM’s service platform automatically assigns cases to the most qualified representative by analyzing past work.
SugarCRM offers 4 pricing options depending upon the products you pick.
The “Sugar Market” marketing tool is priced at $1000/month and can be accessed; by unlimited users.
The “Sugar Sell” sales automation tool is priced at $80/month/user and offers 60 GB storage along with phone support.
The “Sugar Serve” customer service tool is priced at $80/month/user and helps you smoothly assist clients.
The “Sugar Enterprise” offers a generalized subscription plan and is priced; at $85/month/user. It offers SQL-based reporting and SugarBPM.
The “Sugar Professional” plan is priced at $52/month/user and offers a CRM solution for small businesses.
TeamLeader is an all-in-one software that will allow you to easily simplify your work. In a main dashboard you will find all the tasks, meetings and calls that you must follow up on a daily basis to make your relationship with your clients and potential clients grow. It also has processes that seek to simplify and automate all possible processes, such as: automating invoices and making them look totally professional.
Teamleader was founded in 2012 with the idea to make following up on administrative and sales processes facile. It is a cloud-based software that makes it readily accessible from anywhere. Teamleader continuously rolls out new features according to the latest market requirements and customer needs. Businesses of any size can benefit from Teamleader as it provides a complete professional package that takes care of your sales, billing, and management tasks.
Here are some features offered by Teamleader that can truly revolutionize your business:
- Project Planning: Teamleader ensures that your project colleagues and clients are in sync with the latest advancements. You can share the progress directly with the client through Teamleader orbit to avoid missing out on deadlines. Moreover, it automatically copies the creation date, price quote, and expected completion time from the accepted quotation; so that you don't omit crucial elements.
- Schedule Planning: As a project manager, you can view the schedule of all available employees to see who is yet to receive a project and distribute tasks accordingly for quick execution. You can also see how much workforce should be deployed: on a project to avoid overexerting your employees.
- Time Tracking: Teamleader simplifies tracking work hours for both employees and project managers. Whenever you start a task, drag it to the agenda, and Teamleader will accurately clock the time spent on the project. Moreover, you'll get billed directly according to your work hours to ensure transparency on both sides. Teamleader generates an invoice and takes into account both billable and non-billable hours.
- Comprehensive Reporting: Teamleader provides users with inbuilt report creation tools. You can set each parameter according to your preference and generate analytical data to share the company's progress with employees. Teamleader also generates insight reports that give a statistical analysis of various attributes. You can edit these pre-made reports by altering the framework and creating endless possibilities.
- Retainers: Teamleader allows users to create milestone payments and retainers to avoid delays in tasks. You can reach an agreement with the client and decide the payment mode. Moreover, you can track how much time has been spent working on the project and release funds accordingly.
- Exceptional support service: Teamleader provides quick access to the client inquiries and centralizes all complaints from a ticket. You can see how long a ticket has been sitting still and the urgency level of the raised issue. Teamleader tracks all complaints to ensure customer issues are solved: at the earliest.
Teamleader provides a subscription plan based on your CRM requirements.
Small businesses and entrepreneurs can opt for "Teamleader focus", whose subscription plans are listed below:
The "Go" plan is priced at €60/month for 2 users, excluding VAT and an extra €30 for every user.
The "Move" plan is priced at €70/month for 2 users, excluding VAT and an extra €35 for every user.
The "Boost" plan is priced at €90/month for 2 users, excluding VAT and an extra €46 for every user.
Large organizations can opt for the "Teamleader Orbit Suite", priced at €50/month with a minimum of 10 seats. You can get setup and training for an additional €1.500,00.
The specialization, and the detail that makes it peculiar, of amoCRM is the messaging. Thanks to its technology it adds a complete set of messaging applications to its arsenal, allowing it to respond quickly to potential customers and generate more sales. You can identify the progress of each potential customer, get a preview of the task status and get an overview of the overall sales status. It also has a mobile app.
amoCRM stores contact information regarding potential customers and leads, allowing businesses to increase their clientele base. It offers a plethora of options to simplify the tasks related to sales and marketing; while also providing analytical tools to keep track of every lead.
Here’s a list of features that you can use inside amoCRM:
- Pipeline: It allows you to arrange leads based on how advanced the negotiations are. Whenever you create a new lead, it gets added to the "Initial Contact" section and can be moved; to further stages later on. Also, you can use the Digital pipeline to add lead sources like messaging applications, Email addresses, and Web forms, which will automatically move any inquires on the added source to the "Incoming Leads" section.
- Salesbot: It gives an automated response to all inquiries and is customizable so you can pre-enter the instructions. Salesbot is a great tool to engage with potential customers during off-hours and is accessible in every section of the Pipeline.
- Analytics: It provides a detailed assessment of all sales leads with an option to filter out the results you don’t want to see. You can check the Win-Loss record of every sales rep and generate client reports with the advanced filter options. Moreover, you can see what happens to negotiations at various stages and get a detailed analysis, which forecasts your future sales.
- Digital Pipeline: It saves you the trouble of cold-calling by automatically nurturing the client towards making a purchase and keeps you in touch with the latest advancements. You can add automated actions such as email responses or social media advertisements to every stage and set a reminder to call the client if the negotiations move swiftly.
- WebForms: You can create web forms on amoCRM without any programming knowledge and customize every detail; as per your company's requirements. This webform will integrate amoCRM with your website and move every submission to the "Incoming leads" section.
- Business Card Scanner: It's a great tool to automatically add client information to the leads: from business cards. All you need to do is click an image of the card, and the system will automatically add it to the "Leads" section after recognizing it.
- Collaboration: Some of your business partners or employees may not use amoCRM, so for such instances, you can communicate through Lead cards by sending mail. The receiver will get a link that redirects to the lead card and gives access to the amoCRM.
amoCRM has 3 pricing options available depending on your requirements: Base Plan, Advanced Plan and Enterprise Plan. The Base plan offers intrinsic features and is priced: at $15 per month; The Advanced subscription is worth $25 per month and offers added benefits like widget creation, whereas The Enterprise Plan allows you to use amoCRM to its maximum capabilities: and is worth $45 per month. All these prices are applicable only for a subscription period of 6 months or longer.
Bitrix24 is a free CRM full of customer management tools, support and marketing automation features. Available in the cloud and locally, for mobile devices and desktops. Includes all essential tools: sales funnels, channel management, sales reporting, 360 degree customer view, repeat sales support and sales automation.
In addition, it comes with dozens of available integrations, and you can also create your own applications using its REST API.
In the corporate world, most of the marketing-related work is done collectively, and using different software for each task can be costly as well as inefficient. Bitrix24 offers all necessary tools for businesses within a single platform and makes it easier to collaborate with your team members. Bitrix24 has its virtual ecosystem where you can tackle every task with ease on an interface.
Here are some exclusive features of Bitrix24:
- Activity stream: It is the most happening place inside the Bitrix24 and is a perfect tool for communicating the project details with your employees. Think of it as a social media platform; where you can post project updates, create polls, follow relevant tags, and comment on posts.
- Virtual workspace: It is a great collaborative tool that helps you connect with the employees through video conferencing. Each call can have up to 48 members, and you can invite participants who don’t use Bitrix24. Moreover, you can track each employee’s work hours and progress through a Virtual workspace.
- Project Management: Bitrix24 offers the ability to create workgroups based on projects and assign tasks in several ways. You can approach each project differently, sort them according to the deadlines, and cumulate reports.
- Bitrix24.Drive: You can use the virtual drive inside the Bitrix24 to keep all your business-related files organized inside the system. Moreover, you can decide who gets access to each file and create new documents.
- CRM Space: It is your one-stop for all sales and marketing-related activities. You can customize the existing process templates or create a new one with the “Smart Process automation” without programming. CRM Space is designed: specifically to help you organize leads and lucidly automate processes.
- Sales Intelligence: Here, you can manage the traffic sources and see the ROI for each platform. It’s a perfect tool to assess your marketing strategy and see which sources generate more traffic. Users can connect their business website and get information on every lead through Sales Intelligence.
- Bitrix24.Sites: Bitrix24 has an inbuilt website creation tool that is easy to access and offers several templates to choose from. You can browse through the layouts according to your business niche or use an empty template to design a website from scratch.
- Marketing Campaigns: Bitrix24 allows you to target a specific audience through social media, Phone and E-mail. CRM marketing tool will identify genuine clients and help you connect with potential customers.
Bitrix24 currently offers 4 pricing options for users interested in getting the most out of CRM services.
The “Free” plan is best for the new users who want to get accustomed to CRM software and costs absolutely nothing.
The “Basic” plan is priced at €49/month and offers customer support service along with some simple collaboration tools.
The “Standard” plan offers advanced collaboration tools and an increase in user capacity. It is priced: at €99/month.
The “Professional” plan is worth €199/month and unlocks all features of Bitrix24. You can add unlimited users, which makes it suitable for established businesses.
Why use a CRM at all?
As your business scales, so does your customer data and organizational operations. Keeping customer records manually or through conventional spreadsheets could be cumbersome, time-consuming and involves the risk of duplications or redundancies.
With CRM, you can centralize data, share it with users and provide easy accessibility so they can edit it to share progress anytime. It allows you to analyze customer behaviour to engage effortlessly and use that information to deliver quirky marketing campaigns.
Why should an IT company use a CRM?
IT companies provide services to other businesses. So they can carry out their core jobs efficiently. They have to handle several clients, process requests in real-time, manage the workforce, assign projects and be available 24/7 for customer support.
Since IT companies technically aim to help businesses digitize their operations, they can't afford to not remain up-to-date with the latest technology and depend upon manual work for business activities.
CRM offers scalable solutions to IT companies. So they can process all business operations within a single platform and reduce the employee’s workload. It allows you to respond to customer inquiries and provide quick resolutions.
A CRM stores every single detail about a raised ticket and clients so you can use them to improve your services. Moreover, it provides your employees with a platform to collaborate on projects from anywhere and share updates in real-time.
IT companies can market their services through a CRM to a targeted demographic and create niche-specific advertisements to build a name in the IT sector.
Moreover, it allows them to track financial operations, create reports, maintain an organizational structure and most importantly, store data in a cloud to easily switch platforms in the future without losing any of it.
CRM for IT, A Summary
IT market is constantly evolving, and if you are still stuck with the primitive methods to handle your business operations-you cannot grow past the competition. CRM brings a much needed revamp to your company’s functioning and allows you to be flexible with accessibility and lead engagement.
Salesforce provides advanced personalization of services and layout so you can handpick the features you require for your business depending upon the inflow of queries and your company's size. It is our suggested pick for a CRM that suits the IT sector. Visit the website to get started.