10 CRM Software UK for 2021

I analyzed and compiled a list of the top CRM software in the UK just for you. 

My goal was to help you pick a platform that suits your needs perfectly. 

In this article, you’ll find the following:

  • The methodology that helped me determine what options to include in the top 10 list 
  • A thorough review of each tool
  • Best use case scenario for each platform
  • A helpful buyer’s guide
  • Insightful benefits of using CRM software
  • Answers to your frequently asked questions

In my methodology

Of course, I had to ensure that I only picked the best CRM software in the UK.

So, I used a 4-step procedure to help me in my quest. Note that each step allowed me to narrow down my list:

  1. I had about 30 options, to begin with, so I evaluated each based on functionality, pricing, client support, ease of use, and free trial or lack thereof. This step enabled me to start my shortlisting.
  2. I signed up for user accounts. I wanted to see if the features worked as well as the companies had advertised.
  3. I then read user reviews of CRM software for small, medium and big businesses. Here, I learned of the experiences of other clients who had interacted with the solutions.
  4. And so, I was able to pick the final 10. I asked myself some vital questions that any buyer would, and here they are:
  • How user-friendly is the CRM software?
  • Will the solutions give me value for my cash?
  • Do the tools have all the features that I need?
  • How responsive is the customer service in case I get stuck in the course of setting up or using the tools?

Now it’s time to have a look at the top picks. 

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Top 10 CRM Software UK for 2021

1. Insightly CRM

Insightly CRM gives you a competitive edge by allowing you to personalize your brand. With this solution, you will reach out to clients promptly, and with the perfect message. Some of this software's features include lead routing, email tracking, dashboards, relationship linking, tasks, reports, and project management. Full Review

  • Fully customizable
  • High industry adaptability
  • Easy progress tracking
Visit Website

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Insightly CRM gives you a competitive edge by allowing you to personalize your brand. With this solution, you will reach out to clients promptly, and with the perfect message. Some of this software's features include lead routing, email tracking, dashboards, relationship linking, tasks, reports, and project management. Full Review

Free trial

Yes, 14 days

Lead management

Yes

Workflow automation

Yes

Alerts and notifications

Yes

Reports

Yes

Project management

Yes

Performance management

Yes

Customization

Yes

2. Zoho CRM

If you're looking for a CRM software solution to help you build everlasting relationships with your customers, try Zoho. This feature-rich platform is a favorite of many big brands around the world. Some of its features include reports and analytics, lead management, performance management, AI assistant, collaborations, omnichannel, and process management. Full Review

  • Easy to use
  • Responsive client support
  • Affordable
Visit Website

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If you're looking for a CRM software solution to help you build everlasting relationships with your customers, try Zoho. This feature-rich platform is a favorite of many big brands around the world. Some of its features include reports and analytics, lead management, performance management, AI assistant, collaborations, omnichannel, and process management. Full Review

Free trial

Yes, 15 and 30 days

Lead management

Yes

Workflow automation

Yes

Alerts and notifications

Yes

Reports

Yes

Project management

Yes

Performance management

Yes

Customization

Yes

3. Freshsales

Freshsales is the ideal CRM software in the UK to manage sales and customers without juggling between different tools. It will help your business attract, manage and close deals with ease. Some of this solution's features include lead management, event tracking, collaborations, reports and analytics, visual sales pipelines, notifications and contact management. Full Review

  • Easy to use
  • Wide industry adaptability
  • Highly customizable
Visit Website

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Freshsales is the ideal CRM software in the UK to manage sales and customers without juggling between different tools. It will help your business attract, manage and close deals with ease. Some of this solution's features include lead management, event tracking, collaborations, reports and analytics, visual sales pipelines, notifications and contact management. Full Review

Free trial

Yes, 21 days

Lead management

Yes

Workflow automation

Yes

Alerts and notifications

Yes

Reports

Yes

Project management

No

Performance management

No

Customization

Yes

4. Salesforce

Salesforce is a CRM for UK businesses to help you track your clients' information. If you're looking for a tool to manage customer service, sales and marketing, this one would be the most ideal. Some of its features include lead management, sales data, partner management, task and activity management, account management, email marketing, reporting, and so much more. Full Review

  • Robust features
  • Rich customization capabilities
  • Email marketing
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Salesforce is a CRM for UK businesses to help you track your clients' information. If you're looking for a tool to manage customer service, sales and marketing, this one would be the most ideal. Some of its features include lead management, sales data, partner management, task and activity management, account management, email marketing, reporting, and so much more. Full Review

Free trial

Yes, 30 days

Lead management

Yes

Workflow automation

Yes

Alerts and notifications

Yes

Reports

Yes

Project management

Yes

Performance management

No

Customization

Yes

5. Less Annoying CRM

If you're a small business looking to stay on top of your follow-ups, manage leads, and form better relationships with your clients, LACRM is ideal for you. This CRM software in the UK features includes calendar, reports, lead management, notes, to-dos, and so much more. Full Review

  • Intuitive and easy to use
  • Reasonable pricing
  • Friendly customer service
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If you're a small business looking to stay on top of your follow-ups, manage leads, and form better relationships with your clients, LACRM is ideal for you. This CRM software in the UK features includes calendar, reports, lead management, notes, to-dos, and so much more. Full Review

Free trial

Yes, 30 days

Lead management

Yes

Workflow automation

Yes

Alerts and notifications

No

Reports

Yes

Project management

No

Performance management

No

Customization

Yes

6. Nimble

Nimble offers you an easier way to relate to your customers. It unifies your emails, contacts and calendars into a robust relationship management system. Stage funnels, signals, to-dos email tracking, contacts, pipeline charts, and events are some of the features that make this software so powerful. Full Review

  • Easy tag assigning
  • Excellent customer support
  • Easy setup and use
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Nimble offers you an easier way to relate to your customers. It unifies your emails, contacts and calendars into a robust relationship management system. Stage funnels, signals, to-dos email tracking, contacts, pipeline charts, and events are some of the features that make this software so powerful. Full Review

Free trial

Yes, 14 days

Lead management

Yes

Workflow automation

Yes

Alerts and notifications

Yes

Reports

Yes

Project management

Yes

Performance management

No

Customization

Yes

7. Hubspot CRM

HubSpot is a lightweight CRM framework that's entirely free. It's suitable for small to medium-sized enterprises. Some of its features include contact tracking, email tracking, real-time pipeline visualization, limitless customizations, analytics, and many others. Full Review

  • Limitless customizations
  • Quick and easy setup
  • User friendly
Visit Website

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HubSpot is a lightweight CRM framework that's entirely free. It's suitable for small to medium-sized enterprises. Some of its features include contact tracking, email tracking, real-time pipeline visualization, limitless customizations, analytics, and many others. Full Review

Free trial

No, free

Lead management

Yes

Workflow automation

Yes

Alerts and notifications

Yes

Reports

Yes

Project management

No

Performance management

Yes

Customization

Yes, limitless

8. Apptivo CRM

If you're looking for a CRM solution that will grow with your business, Apptivo is worth checking out when evaluating CRM software applications. Examples of its features include sales pipeline, agendas, activities, projects, leads, and contact management. Full Review

  • Adjustable for any business
  • Responsive support
  • Easy to use
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If you're looking for a CRM solution that will grow with your business, Apptivo is worth checking out when evaluating CRM software applications. Examples of its features include sales pipeline, agendas, activities, projects, leads, and contact management. Full Review

Free Trial

Yes, 30 days

Lead management

Yes

Workflow automation

Yes

Alerts and notifications

No

Reports

Yes

Project management

Yes

Performance management

No

Customization

Yes

9. Pipedrive CRM

The creators of Pipedrive had one thing in mind: to help their clients keep selling. Some features of this CRM system software include lead management, deal management, insight and reports, product catalogs and team management. Full Review

  • Intuitive
  • Shows deal evolution
  • Customizable sales stages
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The creators of Pipedrive had one thing in mind: to help their clients keep selling. Some features of this CRM system software include lead management, deal management, insight and reports, product catalogs and team management. Full Review

Free trial

Yes, 14 days

Lead management

Yes

Workflow automation

Yes

Alerts and notifications

Yes

Reports

Yes

Project management

No

Performance management

No

Customization

Yes

10. Zendesk Explore

Zendesk lets you improve the entire customer experience. Some of its features include customizable reports, drag and drop functionalities, knowledge base creation, analytics, collaborations, and interactive dashboards. Full Review

  • Easy to use
  • Knowledge Base creation
  • Wide range of integrations
Visit Website

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Zendesk lets you improve the entire customer experience. Some of its features include customizable reports, drag and drop functionalities, knowledge base creation, analytics, collaborations, and interactive dashboards. Full Review

Free trial

Yes, 14 days

Lead management

No

Workflow automation

No

Alerts and notifications

No

Reports

Yes

Project management

No

Performance management

No

Customization

Yes

Best CRM Software for 2021

This list will give you the best use case scenario for each software.

  1. Insightly CRM – Best for mid-sized enterprises
  2. Zoho CRM – Best enterprise CRM software
  3. Freshsales – Best AI lead scoring CRM software
  4. Salesforce – Best for comprehensive sales features
  5. Less Annoying CRM Best for CRM software for small businesses
  6. Nimble – Best for stage funnels
  7. Hubspot CRM – Best free CRM software
  8. Apptivo CRM – Best CRM solution for a growing business
  9. Pipedrive CRM – Best for creating products catalogs
  10.  Zendesk Explore – Best for solving customer tickets

After looking at the CRM software reviews, let’s now tackle the considerations to make before buying a solution. 

Detailed Reviews

Insightly CRM
Insightly CRM

BEST FOR

Mid-sized enterprises

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  • Fully customisable
  • Great value for money
  • High industry adaptability
  • Easy progress tracking

Insightly has been in the market since 2012 and has over 1.5 million users. Some big companies that trust this software are Bloomberg, Bosch, and Sanofi. It has dedicated apps for iOS and Android. You can also use it on Windows and Mac machines.

Insightly’s Price

This CRM software is free for up to two users. But you’ll have to deal with limited records and features. Here are the rates for the premium plans:

  • Plus – $29/user/month
  • Professional – $49/user/month
  • Enterprise – $99/user/month

NB: 

*Insightly only accepts payment in USD, and this I confirmed from support. Therefore, payment using pounds is equivalent to that day’s currency exchange.  

*The company does annual billing. 

Trial Version

Insightly CRM has a 14-day trial period for unlimited users, with all the premium features available. 

Ease of Use

Insightly is incredibly easy to use. It’s intuitive, making working on your daily tasks a piece of cake. The solution neatly displays the different features on the left-hand side of the screen for easy reach whenever you need to use them. 

Features

Here are Insightly’s features:

Lead routing

Insightly CRM helps you follow up on your leads throughout the sales process. Count on it to track the most relevant details about your potential clients, be it phone number, or marketing campaign source.  

Email tracking

You can send emails to clients either using templates or writing from scratch right from your profile. 

However, it’s always hard to tell whether your recipients have opened their emails. 

This software makes things easier for you by monitoring your emails’ click and opening statistics, which is why it’s one of the best CRM systems

Relationship linking

Insightly has a record linking functionality that helps you understand complex client relationships. It connects customer names, email addresses, or phone numbers. So you’ll need just a glance to see who knows each other. 

Dashboards

You get different dashboards for things like projects, leads, or opportunities using this solution. It allows you to view various CRM aspects separately, instead of using one crowded portal.

Project management

Manage project-related processes and track milestones using Insightly CRM. It allows you to make timely deliveries, building trust with your clients. 

Reports

Insightly has 9+ report types to help you track the goings-on in sales, marketing or customer service. Here are some examples:

  • Contact reports
  • Task reports
  • Opportunity reports
  • Lead reports
  • Organization reports
  • Project reports
Tasks

Viewing your to-do list has never been easier. The software shows the task name, the percentage of completeness, and the due date.

It doesn’t end there:

Insightly allows you to import tasks by uploading them as CSV files. One file can hold up to 50,000 records, and you can link each to an organization, contact or opportunity. 

Integrations and Automation

This web-based CRM software allows you to create complex business processes and tasks. For instance, you can set the system to build or update records, or even send email alerts. 

Some of the apps that you can integrate Insightly to include: 

Customer Support

Insightly’s support is available 8 am – 5 pm PST. You can contact the customer service department through either:

  • Email
  • Chatbot
  • Phone call

I reached out to customer service, and I got timely and satisfactory responses. 

Techjury’s Verdict

Insightly is a reliable sales CRM software with lots of useful features like lead routing, email tracking, dashboards, relationship linking, tasks, reports, and project management.  

The solution is highly customizable and will fit well in any industry. Tracking progress is easy, so you’ll always know how your project is fairing at all times.

However, you can’t create secondary email accounts. Then again, using one address makes it easier to keep track of all your communication.  

Note that the software doesn’t automatically refresh notes in case of any edits. It also doesn’t have graphical views for reports.

Nevertheless, Insightly CRM gives you lots of value for your money with its robust features. 

Zoho CRM
Zoho CRM

BEST FOR

Enterprise CRM software

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  • Easy to use
  • Responsive client support
  • Affordable
  • Real-time notifications

Zoho CRM spans over 180 countries, and currently empowers over 150, 000 organizations to manage client interaction. Some big names that use this platform are Netflix, Suzuki, Bose, Abu 

Dhabi Aviation, and amazon.in.

Zoho is cloud-based, so it’s not OS-specific. Therefore, you can use it on Android, iOS, Windows, and Mac. It also has dedicated apps for iOS and Android.

Zoho CRM Price

Zoho is a free CRM software for UK businesses. But this version only accommodates up to three users. It has five different premium editions, whose flexible pricing is a plus. Here they are: 

  • Standard – £14/month/user OR £10/month/user when paid annually
  • Professional– £24/month/user OR £16/month/user when paid annually
  • Enterprise – £36/month/user OR £30/month/user when paid annually
  • Ultimate – £44/month/user OR £36/month/user when paid annually

Trial version

This solution has a 15-day trial period for Standard, Professional, and Enterprise plans. The Ultimate package comes with a 30-day trial period. 

Ease of Use

The software presented me with options to either migrate my data or take a tour right after signing up. That way, I didn’t feel stuck wondering where to start. 

I also joined the Zoho webinar, which made it easier for me to understand how the system works. 

Using the software was a breeze. The interface was intuitive, and the dashboard uncluttered. Therefore, I was able to access everything that I needed, no time wasted. 

Features

Here are Zoho CRM’s features:

Real-time reports and analytics

View the state of the health of your sales using Zoho’s pre-built reports. Alternatively, you can also create custom reports across different modules. 

This feature allows you to filter your data so that you can view different perspectives of client-related information. It’s presented with easy to digest pie charts, quadrants, cohorts, KPIs, target meters, and comparators.

Lead management

This CRM software saves UK businesses the time wasted chasing leads that might never convert. It pre-qualifies them and nurtures them to conversion. 

This platform allows you to link your CRM and Twitter, Facebook, or LinkedIn profiles. From here, you can see how people interact with your business in terms of likes, comments, or mentions. 

Process management

Zoho CRM helps you build scalable processes. That means that it will accommodate your growing team. 

In other words, you won’t need to switch to a different system when your workforce expands, which can be costly in terms of time and money.  

Omnichannel

Zoho’s omnichannel helps you follow up on leads when they’re still hot. Every time a client reads an email or inquires about your business on social media, this software will let you know in real-time.  

Advanced features

Here are Zoho CRM’s advanced features:

Performance management

Get to evaluate your sales workforce’s performance using Zoho CRM. It’s one of the best CRM software in the UK because it allows you to make forecasts, and compare them with current sales. 

Collaborations

The effort of many employees always has a better outcome. Zoho CRM allows you to create groups to share updates, and you can tag other employees for suggestions or knowledge enrichment. 

What’s more?

You can arrange for meetings and make presentations right on your software’s profile. 

Real-time notifications

This software notifies you immediately a client makes any interactions with any part of your organization, be it on your website or social media handles. The alerts enable you to make timely decisions to avoid losing business. 

Journey orchestration

This is one of the CRM software leaders on TechJury’s list because it uses CommandCenter to follow up with each client. This feature will help you provide a world-class customer experience to everyone that comes into contact with your business.

This is how it works:

The software coordinates third-party apps and various departments. This way, it’s able to take note of any loopholes and delays and presents findings in reports. From there, you can work on the issues in good time.

Integrations and automation

Zoho CRM  helps you automate your tasks using Zia, an AI assistant. 

And this is just the helper you need:

She takes notes, fetches the necessary information for you, automates tasks, deletes anomalies, predicts sales, and so much more!

Zia is always ready to listen to your needs. 

But, she’ll also watch your daily activities to see which ones can do with a little bit of automation. That makes it so much easier for you to concentrate on other areas of your company. 

Some of the apps that you can integrate with this  SaaS CRM software are:

  • Zoom 
  • SalesIQ
  • Dropbox
  • Remotely
  • Slack
  • DocuSign

Customer support

The customer service team is available to assist you during business hours. The team was responsive whenever I needed help. They held my hand until I was up and running. 

You can reach support through:

  • Email
  • Chat
  • Phone

Techjury’s Verdict

Zoho CRM is a dependable sales, marketing, customer service, and project management CRM software. Its features include reports and analytics, lead management, performance management, AI assistant, collaborations, omnichannel, and process management.

Note that sometimes, the company conducts software upgrades, but doesn’t update its documentation. The good news is that you can always reach out for support. 

In addition, this solution doesn’t have 24/7 support. However, the customer service department replies within 48 hours. So they’ll always settle your queries in good time. 

Another thing:

You can’t add multiple social media accounts on its social module. You can only add one account per social network. 

But considering its affordable pricing, robust features this is one of the best CRM solutions in the market. Therefore, despite the few pitfalls, you’ll still get good value for your money with Zoho CRM.

Freshsales
Freshsales

BEST FOR

AI lead scoring CRM software

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  • Easy to use
  • Wide industry adaptability
  • Highly customizable
  • AI-based lead scoring

Freshsales CRM is software by Freshworks that has been in the market since 2011. Girish Mathrubootham and Shan Krishnasamy launched it in Cehhani India, and it has since been quite popular.

To date, it has more than 40,000 customers. Some big names that trust it include Dyson, Gardaworld,  Flyrobe, Fab Hotels, and Joblift. The platform has apps for iOS and Android, and you can also use it on Windows and Mac since it’s cloud-based.

Freshsales Price

Freshsales is a free CRM software for UK businesses looking to get started. Here are the prices for its premium plans:

  • Blossom – £12/user/month when billed annually OR £19 when billed per month
  • Garden – £25/user/month when billed annually OR £35 when billed per month
  • Estate – £49/user/month when billed annually OR £65 when billed per month
  • Forest – £79/user/month billed annually OR £99/month when billed monthly

Trial version

Freshsales has a 21-day trial period that gives access to all premium features. 

Ease of Use

I found Freshsales very intuitive. Getting reports, managing leads, or tracking events was a breeze. You don’t need to have a technical background to use this tool. 

Features

The following are some of Freshsales features: 

Lead management

Freshsales gives you 360-degree customer views to help you get to know your leads better. It also allows you to score leads automatically so that you can know which ones are worth pursuing.  

The beauty of this tool is that it gives you all the information regarding a potential client on one dashboard. This portal presents information like deals, conversations, or appointments.

Appointments, notes, files and tasks

Freshsales is one of the best CRM software for 2021 because it lets you collaborate with your team easily. Therefore, you don’t have to switch between different programs to access things like files, tasks, notes or appointments. 

Contact management

This is yet another one of the CRM tools that stores contacts in one database. That way, it’s easier for you to send emails or make calls within the platform. 

Notifications

Get notifications every time you get an appointment. The system also sends you alerts regarding upcoming meetings so that you can prepare yourself adequately.

Event tracking

Get in-depth insights regarding your events using this feature. It helps you make smarter plans and have relevant conversations with your customers. 

Reports and insights

Freshsales has visual reports that allow you to see how your sales are performing at a glance. You can either work with their standard formats or customize documents to help drill down to specific aspects.

Examples here include:

  • Sales cycle and velocity reports
  • Trendline reports
  • Sales results reports 

Advanced features

Here are some of Freshsales advanced features:

Team organization

This feature allows you to organize your team in terms of geographic location, product divisions or deal size. It will enable you to channel your clients to salespeople in the same region.

Visual sales pipeline

This is one of the best CRM software in the UK because, with it, you’ll never have to clog up your sales pipeline across multiple platforms. It helps modify your processes if need be and also visualize all stages from a birds-eye view. 

Pre-population of fields

Freshsales automatically prepopulates lead details on their profile. This feature will help you know details like names or contact details before you even start conversations with them.

SMS

With Freshsales, you can send text messages to your clients using your favorite provider. This makes it easier and more convenient for you to personalize them. 

Integrations and automation

You can create intelligent workflows using this online CRM softwareAutomating tasks like sending emails, raising invoices or following up on leads gives you enough time for other business areas.

You can integrate it with the apps that you love, such as:

  • Quickbooks
  • Segment
  • Calendly
  • Xero
  • Facebook

Customer support

This CRM platform’s customer service team is available 24 hours a day, five days a week on the following channels:

  • Chat
  • Phone
  • Email

My experience with his company’s customer support wasn’t so good. 

I used the chat option to seek help regarding something that wasn’t clear on their pricing page. The contact person copy-pasted the same pricing page asking me to make referrals from there.

No explanation.

I told them that my question was arising from something that I encountered on the same page. 

After a few minutes, the contact person said that they would refer me to one of the sales agents. I left my email address for them to get back to me.

Things looked up the following day when I got a response from yet another account manager. She answered my questions to satisfaction. 

Still, the staff needs training. 

Techjury’s Verdict

Freshsales is a UK CRM  that is very useful. Some of this solution’s features include lead management, event tracking, collaborations, reports, and analytics, visual sales pipelines, notifications and contact management.

Note that it has a threshold on the number of emails that each user can send to 500. Therefore, it can be limiting for companies that run big sales campaigns. 

Freshsales customer service could do with a bit of improvement. I had two experiences with two different people from the company.

One delivered A+ service and was very patient in answering my questions. The other one was eager to get me off their back. I want to believe that the second experience was a one-off.

Bottom line, this platform has a lot to offer in terms of functionality. 

Salesforce
Salesforce

BEST FOR

Comprehensive sales features

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  • Robust features
  • Rich customization capabilities
  • Email marketing
  • Self-service opportunities

Marc Benioff, Parker Harris, and Halsey Minor are the founders of  Salesforce CRM. In 2019, Gartner named it the leading global CRM for the 13th year in a row. 

150000+ companies use this CRM software from Salesforce, amongst them, Adidas, Yeti, Kone, Align, and Herespot. It’s most suitable for IT, marketing, sales and service roles. Salesforce has Android and iOS apps and is also available on the web.

Salesforce Price

Here are Salesforce’s premium plans and their rates.

  • Sales Essential – $25/user/month
  • Professional – $75/user/month
  • Enterprise – $150/user/month
  • Unlimited – $300/user/month

Trial version

Salesforce has a 30-day trial period. You don’t need to provide payment details to enjoy it. 

Ease of Use

Salesforce is easy to use. However, carrying out some tasks need three to four clicks hence takes time. 

In other words, processes might take a little longer than usual, but you don’t need to be a techie to use the system. 

Features

Here are Salesforce features:

Task and activity management

Track and manage your activities using this CRM software for the UK market. With this feature, you can distribute tasks, set deadlines, and focus on priorities to help your project run smoothly.

Opportunity management

Salesforce helps you close more leads. Here, you can manage opportunities through their entire lifecycle until conversion. 

This feature gives you access to things like discussions, social mentions or activity histories. You’ll always know the next step to turn a lead into a buying customer. 

Lead management

Acquire quality leads, using Salesforce. It tracks website or social media clicks and then creates killer campaigns, helping you harvest contacts that are likely to convert. 

Advanced features

Here are Salesforce’s advanced features:

Quote and order management

Salesforce is one of the top CRM software in the UK because it helps you create quotes fast. It quickly scans your price-list and generates costs, regardless of the client’s business size or other requirements. 

Account management

In a sales environment, not having everyone on the same page often leads to a loss of business.  

Salesforce stores contact details, including all communication for easy access to all salespeople. This feature helps you appear unified in the eyes of your potential clients. 

And this is how:

Imagine having three different people from the same company, asking what the best time to contact you is.

That can be downright annoying right?

Right from the time you sign up, Salesforce will store all your data in one centralized place. So the contact person, account manager and salespeople will have one reference. 

Email marketing

Salesforce allows you to create segmented lists using Email Studio. It uses profile data to help you personalize the message you intend to pass, and the result is higher levels of engagement. From here, you can personalize your content and send bulk emails to all your contacts. 

Integrations and automation

With this cloud-based CRM software, you can empower your team to work faster with automation. You can automate it to avail data like analytics or forecasts to your sales team on any gadget. 

You can integrate it with other applications such as:

  • Jira
  • Zendesk
  • Freshdesk
  • Hiroku
  • Market Cloud

Customer support

This company’s client support is available during business hours. You can reach them through any of the following options

  • Chat
  • Making a call
  • Call request

Note that initiating a chat could take time. It needs to load before you can use it. 

Once it connects, you can ask your questions or make complaints to the helpful staff. 

Techjury’s Verdict

Salesforce is one of the most comprehensive CRM software out there. Some of its features include email marketing, reports, lead, contact, task, account, order and opportunity management.

Setting up the system takes time. However, it’s good to note that it’s a complex CRM; taking time is only logical. 

Note that the software’s annual pricing costs are on the higher side. However, bearing in mind that it has all the features of a good CRM, the prices are justifiable. Also, the solution is best for large organizations as opposed to smaller ones on a budget.

Less Annoying CRM
Less Annoying CRM

BEST FOR

Small businesses

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  • Intuitive and easy to use
  • Reasonable pricing
  • Friendly customer service
  • Excellent reporting

Two brothers, Bracken and Tyler King, started Less Annoying CRM in 2009. The company started with just two employees and 47 clients. Currently, LACRM has 20,000+ customers. This software focuses on giving small businesses what they need. 

The Kings have never received any investor funding, and have solely funded the organization date. It has no dedicated apps for mobile. However, it works well on smartphones, Mac, or Windows.

Less Annoying CRM Price

This solution has no free version.

The thing that I loved most is that it only has one pricing package. Having one pricing plan removes the confusion of having to choose between different options. 

It costs $15/user/month for less than ten employees. For more users, you have to email the company for a quote. 

Trial version

LACRM has a 30-day trial period that lets you use all its premium features. You can add an unlimited number of users with this free access. 

Ease of Use

Less Annoying is a simple CRM software with an intuitive interface. The menu is on the left-hand side of the dashboard and contains items like calendar, contacts, workspace reports and settings.

Clicking on an item here leads you to a feature-specific sub-menus. I experimented with a few tools, and using them was a breeze. 

Features

Here are LACRM’s features.

Workspace

Less Annoying is one of the best CRM software for small businesses because it gives you a workspace to display your daily agendas. It also shows you if your pending tasks are due.

Reports

LACRM gives you pipeline reports for qualified leads, prospects and customer issues. Other report types relate to tasks and activities.

The best thing about this feature is that it allows you to export or even print your documents. 

Contacts

Less Annoying shows detailed information regarding contacts or company. You can import, print or export contact-related data. 

What’s more?

You can sort and filter your data by first name or record type.

If you’re feeling a little more adventurous, you can create your filter criteria, and there are 20+ options. 

Advanced features

Here are Less Annoying CRM’s advanced features.

Calendar

Having an inbuilt calendar makes it so much easier to manage your appointments/tasks/projects. You can view these by day, week or month. 

Integrations and automation

Less annoying CRM manages your workflows. For instance, it tracks your tasks, and sends you an email, making it easier for you to keep tabs on your work.

This cloud-based CRM software for small businesses allows integrations with:

  • MailChimp
  • Google Calendar
  • Google Contacts
  • Quickbooks
  • LeadsBridge

Customer support

This company’s customer support is available during the business hours of 9 am to 5 pm Central Time. You can reach them either via:

  • Phone
  • Email

I reached out to the company’s customer support team to check out a few things. Their response was quick and efficient, and they addressed all my concerns. 

Techjury’s Verdict

LACRM is one of the most reliable solutions. It’s got automated workflows, reports, calendars and workspace. 

This solution may seem to have fewer features than most. However, this makes the learning curve easier.  

It’s also reasonably priced, hence the ideal CRM system for small businesses in the UK

Nimble
Nimble

BEST FOR

Stage funnels

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  • Easy tag assigning
  • Excellent customer support
  • Easy setup and use
  • Stage funnels

Jon Ferrara, an American entrepreneur, created Nimble in 2009. Ferrara is also the founder of Goldmine. This platform is suitable for CEO, marketing teams, sales teams and consultants.

Nimble has Android and iOS apps. It’s also cloud-based, so you can use it on any gadget with an internet connection.  

Nimble Price

Nimble has an uncomplicated pricing structure. Here are the CRM’s packages:

  • Monthly – $25/user
  • Yearly – $19/month/user

Although the pricing is only available in USD, that doesn’t mean that you can’t pay using pounds. The GBP payment will automatically convert to dollars if you pay using your credit card. 

Trial version

Nimble has a 14-day trial period. It also has demos that you can watch to get a feel of how it works.

Ease of Use

This solution is incredibly easy to use. It’s simple and requires no technical know-how. 

Features

Here are Nimble’s features:

Deals

Get to see your active, won or lost personal deals using this feature. It also keeps tabs on the sales that your team has closed. 

You can also keep an eye on the income you’ve made. The software gives you tips on how to win more deals.

Pipeline Charts

Get to see a visual representation of your opportunities using this feature. It shows how much money you’ve made by month, regarding your weighted and total deals. 

Contacts

Use this customer relationship management software to bring all your contacts into one location. This feature lets you search for an organization’s contacts by name or title.

With “Contacts,” you can have a 360-degree view regarding your interactions. It helps you to identify leads that might convert or other pending actions. 

Events

This feature shows all the events that you have for proper planning. You can also use your calendar to plan future schedules.

Advanced features

Here are Nimble’s advanced features.

Onboarding checklists

This feature notifies you of the actions that you have or not done to complete your profile. It gives a score every time you fill more details, from zero to 8, with 8/8 meaning a complete profile.

It doesn’t end there.

Once you achieve the 8/8 mark, the software awards you with an additional seven days turning that into a 21-day trial.

Examples of actions that you require to do to your profile are:

  • Importing contacts/connecting emails
  • Adding the prospector
  • Conducting a CRM software free download for the mobile apps
  • Customizing your dashboard
Stay in touch reminders

It’s paramount to create lasting relationships with your most important clients. This feature periodically reminds you to connect with your customers.

Stage funnels

Stage funnels allow you to visualize how many prospects are in each stage of your sales funnel. You can zoom in to any deal to create the steps necessary to reach your goals. 

To-dos

To-dos will help you stay on top of your team’s sales pipeline, appointments or tasks. The system neatly presents it on your dashboard for easy access. 

Email tracking

You can track both Gmail and Outlook emails using this feature. Here, you can find out if your customers have opened and read your emails. 

Signals

You can listen to what your social communities are saying about your brand using this feature. That eliminates the need to log into different networks to see how people are interacting with your organization. Also, it saves you the whole research.

Integrations and automation

Nimble allows you to automate workflows by dragging drag tasks. It helps save your team’s time by eliminating redundancy. 

You can integrate this  web-based CRM software with the following:

  • GSuite
  • Office356
  • Slack
  • MailChimp
  • Quickbooks

Customer support

Support is available during Pacific Time zone business hours. You can reach them using the following avenues:

  • Chat
  • Email

I sent a couple of questions via chat to the client support team. I got fantastic service. 

The company also offers live Q&A sessions. Here, the customer success team shares useful tips like best practices, how to get started, and many others. 

Techjury’s Verdict

Nimble gives you a platform to find opportunities to build customer relationships and achieve your goals as I discovered during CRM comparison. Some of its features include stage funnels, signals, to-dos, email tracking, contacts, pipeline charts, and events.

This software uses AI to fetch data. Note that it doesn’t show the primary number in case a client has more than one. However, you can open the entire contacts window to see it.

Beware that the annual renewals are costlier than the initial payments. However, it’s still affordable compared to other CRM software in the UK.

Hubspot CRM
Hubspot CRM

BEST FOR

Free CRM software

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  • Limitless customizations
  • Quick and easy setup
  • User friendly
  • Free forever

Hubspot launched its free CRM in 2014. It’s 0$ to use for anyone, even if you haven’t subscribed to any of its other paid products. 

This solution is suitable for business owners, salespeople, customer service teams, marketers and operation managers.  The CRM software free download full version is available on App Store and Google Play, respectively.

Hubspot Price

Hubspot CRM is free forever. It gives access to plenty of features, as we’ll discuss in this review. 

The free CRM works just fine. But if you want to unlock more features in marketing, sales, and customer service, you might want to consider their paid plans.

They start from as low as $40/month/2 users to $3200/month.

Trial version

Since Hubspot is a completely free CRM softwareit doesn’t have a trial period. 

Ease of Use

Hubspot is straightforward to use. You don’t have to be a tech expert to operate this system.

The free demo account was very helpful in giving me tips on how things work. I was able to set up deals, channel leads to salespeople, mine reports, and check out analytics and deals in under five minutes. 

Features

Here are Hubspot CRM’s features:

Limitless customizations

With most CRM tools, you can only customize your account up to a certain level.

Not with HubSpot.

This platform allows you to make as many changes as possible to represent your brand. 

Realtime sales pipeline

This solution allows you to see your entire sales pipeline at any time. It ensures that you’re always in touch with your team’s performance and other productivity-related issues. Therefore, you’ll always know the areas that need improvement. 

Email tracking

This is one of the best CRM software in the UK because it lets you know when a lead opens your emails. From here, you can send a follow-up email, and the result is closing more deals.

Deals tracking

Get to know what deals your company has closed using this feature. It also allows you to view deal forecasts for adequate planning.

Contacts

View your contacts at a glance using this feature. It doesn’t matter whether you have thousands of contacts; this solution will highlight the ones that you need instantly.

Advanced features

The following are Hubspot’s advanced features:

Insights

Hubspot is one of the free CRM software for small and medium businesses because it tracks your customer data for free. It makes it easier for you to know when it’s right to follow-up.

However, note that the service is only free for seven days after signing up. Subscribing for the software’s marketing tools will open up this feature forever.

Stage funnels

This feature shows you what percentage of your deals have converted. It also shows you the stages of individual sales. 

Unassigned contacts

It’s possible to neglect contacts if you have lots of new hot leads. Luckily, this feature will highlight unassigned contacts so that you can assign them to one of your team members to follow-up. 

Meeting

Hubspot CRM also displays your team’s schedules regarding meetings. Therefore, you can know who is busy, and who needs more leads to work on to keep your business going. 

Integrations and automation

This solution is one of the best free web-based CRM software because it allows you to create sequences and workflows. It also allows you to integrate it to applications like:

  • LinkedIn
  • Outlook
  • Google Calendar
  • Dataforce
  • WoorCommerce

Customer support

For a free solution, it goes the extra mile to help its clients. My experience with this company’s support team was A+. You can reach them during business hours using the following avenues:

  • Chat
  • Phone
  • Email

Techjury’s Verdict

Hubspot is one of the best free CRM software with no premium plans to use its robust features. It’s a dependable tool with features like contact tracking, email tracking, real-time pipeline visualization, limitless customization, and analytics.

It’s relatively new, and most people don’t have a lot of trust in it compared to older CRMs. However, the company continually invests in research and development to keep the software on par with its predecessors. 

Another thing to note is that it’s a little inflexible for larger businesses. However, this will only affect you if you have complex sales processes. 

Nevertheless, HubSpot CRM is still a kick-ass lightweight solution that can improve your sales reps’ efficiency. It also offers closed-loop reporting on marketing and sales initiatives. 

Apptivo CRM
Apptivo CRM

BEST FOR

A growing business

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  • Adjustable for any business
  • Responsive support
  • Easy to use
  • Customizable

Apptivo has been in the industry since 2009 and currently has over 200,000 clients. Globally, it’s present in 194 countries. 

Apptivo works as a mobile CRM software with iOS and Android. It also has dedicated apps for Mac OS and Windows.

Apptivo’s Price

Apptivo has a starter plan that accommodates up to three users that is free of charge.

It also offers standard reports, support, basic contacts sharing and 500MB/ business.

To unlock more features, this platform has premium plans, and they’re as follows:

  • Premium – $8/month/user
  • Ultimate – $20/month/user
  • Enterprise – custom pricing

Although the pricing is in dollars, you can still pay using pounds, and the system will convert that into $ for you.

Trial version

Apptivo has a 30-day trial period for its Premium and Ultimate plans. You have to contact the company for a trial on the Enterprise plans.

Scheduling a demo adds an extra seven days to your trial.

Ease of Use

Dealing with Apptivo is a breeze. I started using it after sign-up, and I was able to plan my calendar, make a few calls, and check out my schedule with ease.

The interface is intuitive and user-friendly. The left-hand side of the screen has minimalistic icons that don’t crowd your space. The top part of the dashboard has the menu bar full of features ready for use.

Features

The following are Apptivo’s features.

Agendas and activities

This CRM software application keeps you posted on your tasks so that you can know what you need to work on at all times. It also allows you to use the calendar to schedule for upcoming events.

Sales pipeline

If you’re looking for a tool with a solid sales pipeline. Apptivo is ideal for you. It will display everything that you need from lead, opportunity, conversion, and aftersales.

Contact management

This solution will neatly arrange your contacts alphabetically so that it’s easy for you to spot them. You can also sort them by category, territory, status, or tag.

With this feature, you can also see bounced contacts and those that haven’t responded to you yet. That way, it becomes easier for you to make follow-ups.

Lead management

This solution helps you nurture your leads until they convert. It allows you to know the status of your contacts, i.e., assigned, in processes, converted, recycled, dead. You can also add new leads at any time.

Advanced features

Here are Apptivo’s advanced features:

Work orders

This solution allows you to create work orders to help you dispatch resources to manage client-related issues. It also helps your staff track hours that they’ve used to resolve queries.

Project management

You can use this software to create projects. It shows pending tasks and different milestones of each. If you need tips on how to run your projects, Apptivo has some in store for you.

Integrations and automation

Apptivo is one of the best free CRM software for small and medium businesses in the UK because you can integrate it with 40+ apps. Here are a few examples:

  • Slack
  • Office 365
  • G Suite
  • Quickbooks
  • Google Tasks

You can also create workflows to lessen your employee workflows.

Customer support

This solution’s support is available 24/7. I got quick responses via chat and email when I reached out to the representatives.

Here are the ways that you can reach the team.

  • Chatbot
  • Phone
  • Email

Techjury’s Verdict

Apptivo offers useful features to help you run your sales and carry out project management effortlessly. They include sales pipeline, agendas, activities, tasks, leads, and contact management.

There’s no way to delete categories that you no longer need. Therefore, it helps to carefully plan for what your business needs right from the start.

Pipedrive CRM
Pipedrive CRM

BEST FOR

Creating product catalogues

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  • Intuitive
  • Shows deal evolution
  • Customizable sales stages
  • Lightweight

Timo Rein, Urmas Purde, Ragnar Sass, Martin Henk and Martin Tajur created Pipedrive CRM in 2010. To date, the software has over 90,000 clients scattered around the globe. 

Pipedrive is one of the best CRM out there, it’s no wonder it’s got plenty of famous customers like Amazon.com, Vimeo, Festo and Skyscanner. Pipedrive has Android and iOS apps. It’s also cloud-based so you can use it on Mac or Windows. 

Pipedrive‘s Price

Pipedrive has no free version, and here ere are its paid plans:

  • Essential – $12.50/user per month when billed annually or $15/month
  • Advanced – $24.90/user per month when billed annually or $29/month
  • Profession – $49.90/user per month when billed annually or $59/month
  •  Enterprise – $99.90/user per month when billed annually and has a minimum of 10 users

*The solution also has a lead booster add-on that comes at $32.50/company/month billed annually. 

Trial version

Pipedrive has a 14-day trial for its Essential, Advanced and Professional plans. 

Ease of Use

Pipedrive is intuitive, so every step will feel almost natural to you when using it.  

Features

Here are Pipedrive’s features:

Leads management 

This tool stores all your leads in one inbox to avoid cluttering. From here, it’s also easy to prioritise deals that have a higher chance of converting.

Deal management

You can also use the software’s sales pipeline feature to track your deals. It lets you know contacts that are going cold so that you can revive them.

Insight and reports

With this solution, you’ll never have to use spreadsheets again, the reason it’s on this CRM software list. It allows you to create customisable fields for all your reports to help you get the insights that you want. 

From the documents, you can be able to identify bottlenecks or winning patterns. 

Advanced features

Here are Pipedrives advanced features:

Product catalogues

When making CRM software comparisons, I discovered that Pipedrive is one of the few options with the product catalogue feature. It will help you showcase your company’s products and their prices. You can customise it to show exactly what you want to display.

Team management

If you feel like you have no control over your sales team, this feature can help. With it, you can organise your salespeople into groups to work together for a common goal. 

Integrations and automation

You can integrate this UK CRM software with applications like:

  • Talkdesk
  • Zapier
  • Yesware
  • PandaDoc
  • Mailchimp

It also automates workflows to ease the burden of complex processes. 

Customer support

Pipedrive has 24/7 support, and you can reach them through either of the following:

  • Chat
  • Email 

 I had a hard time trying to reach the company. The system is, however, pretty intuitive, and I was able to get through the day by referring to the knowledge base. 

Techjury’s Verdict

Pipedrive has plenty of useful features such as lead, deal and team management, insight and reports, and product catalogues.  

Downloading leads can be cumbersome with this platform. It takes a few steps to do it, but eventually, you get the results that you want. 

Pipedrive has limited support for smaller accounts. 

Nevertheless, it’s still a good CRM software with plenty of features to help with client relationships.

Zendesk Explore
Zendesk Explore

BEST FOR

Solving customer tickets

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  • Easy to use
  • Knowledge Base creation
  • Wide range of integrations
  • Customizable

Zendesk has 150000 clients as of 2021. It has grown since its inception and currently has 3000 staff members. When the company is not busy helping you solve tickets, it’s investing in communities, at the Zendesk Neighbor Foundation. It has iOS or Android mobile apps and also works well on Windows and Mac. 

Zendesk Explore Price

Zendesk Lite is one of the best CRM software for iPad, iPhone or Android. It also works on Windows and Mac since it’s cloud-based.

The free version comes with analytics, data export filters, and daily historical reports. The company does offer paid plans with more features, and they’re as follows:

  • Professional – $9/agent/month
  • Enterprise – $29/agent/month

Trial version

Zendesk has a 14-day trial period for both its Lite and Professional packages. 

Ease of Use

It can take a bit of time to get used to using the system. But that doesn’t mean that you need a standalone IT person to run it. Therefore, once you get the hang of it, then you’re good to go. 

Features

Here are Zendesks features:

Analytics

Get comprehensive analytics using this solution. This feature helps you properly analyze customer interactions with your business. Therefore, it will help your team make better decisions regarding who to target.

Interactive dashboards

Each of your organization’s channels gets a dashboard to help you view critical customer metrics. From here, you can filter your data using criteria such as date or team. 

Report customizations

Zendesk has a drag-and-drop editing function that allows you to customize your reports to fit your requirements. This CRM solution has over 20 charts to help you display data however you want. 

Collaborations

You can freely collaborate with your team using this solution. It comes with a shared dashboard, for your teams to see how they’re performing. 

Advanced features

Here is ZenDesk’s advanced feature:

Knowledgebase

You can create a knowledge base within the system. This feature will help your clients enrich themselves with information regarding your business. 

Integrations and automation

This is yet another tool that allows automation for customer service, email or sales. You can integrate this best CRM software for iPad with plenty of solutions such as:

  • Gmail
  • Slack
  • TalkDesk
  • Jira

Customer support

Zendesk customer service is available during business hours, and here’s how you can reach them:

  • Contact form
  • Email

Zendesk’s customer service is wanting. I experimented with the messaging option, and it took a long time to get a response.

Although the system had promised to assign me a person to speak to, that never happened. I got a bunch of articles to refer to in my email. I didn’t get to talk to a real person, nor answers to my questions.

Techjury’s Verdict

Zendesk is a useful customer ticket resolution tool. Some of its features include customizable reports, drag and drop functionalities, knowledge base creation, analytics, collaborations and interactive dashboards. 

The learning curve can take a bit of time. But once you learn how to navigate the system, it becomes easier.

The costs can go up with the ERU/GDPR compliance. However, this is still a dependable solution to help your business resolve tickets. 

Buyer’s Guide – How to Choose the Best CRM Software

No two CRM solutions are the same. Therefore, you have to pick one that matches your needs, and this buyer’s guide will help you make an informed decision.

Here are the most important things to think about: 

Company size

What size is your business? Big, medium or small?

CRM software tools like Less annoying CRM are ideal for small businesses. Others like Insightly CRM are perfect for mid-sized organizations.

Features and advanced features

The level of functionality that you expect from a CRM tool is a crucial factor to consider. It’s vital to remember that some solutions may have more features, while others are quite limited.

Some platforms, like Zoho or Freshsales, are rich in features that any business would need.  

Ease of use from a technical standpoint 

Does the platform need a dedicated IT member to implement and monitor the solution?

CRM software tools like Less annoying CRM or Nimble are easy to use. They are simple systems, and your team can get it down into hours or less.

Reliable support

Customer service is a crucial factor to consider when choosing software. The last thing you want is a company that is unreachable when you need them the most. 

Platforms like Insightly or Nimble have very friendly and helpful staff. However, they don’t have 24/7 support or chat options.

Other solutions like Freshsales have 24/7 support, so you can reach them at any time. 

Integrations with business tools and systems

A software that you can link with your existing applications is always a plus. 

CRM platforms like Less Annoying CRM have limited integrations, while others like Insigthly or Zoho CRM offer more options. 

Pricing

Your budget will determine how much you can spend on your software. Some solutions, like Zoho CRM, LACRM, or Nimble, are affordable, despite having plenty of features. 

Others like Salesforce also have robust features, but their prices are on the higher side. However, they have more add-ons, but you need to part with more money to incorporate them.

Benefits of Using CRM Software

Using  CRM software in the UK does have a lot of advantagesStatistics show that 80% of businesses see an increase in revenue when they focus on improving customer experience. Note that the benefits may vary from industry to industry or department to department, and here they are:

Trustworthy reporting

The tools polish up data, to avoid making guesses regarding your sales, marketing or customer service data. A quality solution will help you mine your data to come up with metrics for clean data. 

Personalized outreach

CRM software solutions help you continually capture data. Therefore, you can analyze the information to strategize on your outreach. 

Saving time

A lot of times, businesses waste so much time chasing leads that will never convert. CRM platforms analyze your contacts, helping you give attention to hot deals. 

Automation

Most CRM tools help you create workflows. By automating tasks, your entire teams get to direct their energy to other areas of your business. 

Wrap Up

A customer relationship management solution keeps on spurring benefits. It can help you automate tasks, create personalized outreach, save time, and generate trustworthy data. 

It can get tricky trying to buy a solution that’s right for you. So, I’ve prepared comprehensive buyers’ guides to help you pick one that suits your requirements. 

FAQ

What is CRM software examples?

Examples of CRM software examples are:

  1. Insightly CRM
  2. Zoho CRM
  3. Freshsales
  4. Salesforce
  5. Less Annoying CRM
  6. Nimble
  7. Hubspot CRM
  8. Apptivo CRM
  9. Pipedrive CRM
  10. Zendesk CRM
What is CRM software used for?

CRM systems in the UK help businesses create better relationships or ties with their clients. They also help improve retention rates, as they guide you on what clients are likely to convert.  

Therefore, you sell to people that are ready to buy. In the meantime, you give the undecided potentials time, instead of nagging them now and then.

What are the top 5 CRM systems?

The top CRM systems are as follows:

  • Insightly
  • Zoho CRM
  • Nimble
  • LessAnnoying CRM 

Hubspot CRM if you’re looking for a cheap CRM software

Which is the best CRM software?

The best CRM software is Zoho CRM. It’s got robust features and is also affordable. 

How do I buy CRM software?

You can buy  CRM software in the UK  by visiting any software’s “pricing” page. Look for words like “Buy Now”, “Purchase” or “Upgrade” after your trial is over. 

What are CRM skills?

CRM skills are the actions that a business does to manage and organize customer interactions. They offer a seamless way for organizations to bridge the gap between customer service, sales and marketing.