CRM & Lead Management Tools

Zoho CRM Plus

Price: Free Trial & Pricing Plans Available

Zoho CRM Plus is a unified customer relationship management (CRM) platform designed to manage all aspects of your customer interactions. It offers features like sales pipeline management, marketing automation, and customer support tools in a single platform.

Zoho CRM Plus doesn’t have a free plan, but it offers a free trial. Paid plans start at $12 per user, per month (billed annually).

HubSpot

Price: Free Plan & Pricing Plans Available

HubSpot is a CRM platform that offers a suite of marketing, sales, and customer service tools.  It caters to businesses of all sizes with a free plan that provides basic CRM functionality.

Paid plans start at great prices per month (billed annually) and offer additional features like marketing automation, sales automation, and service tools like live chat and ticketing.

Adobe Marketo

Price: Pricing Plans Available

Adobe Marketo is a marketing automation platform designed for businesses to automate and manage marketing workflows. It offers features like email marketing, lead scoring, and campaign management. Unlike some competitors, Marketo doesn’t have a publicly available pricing structure.

Pricing is typically based on the number of users, level of functionality required, and negotiated contracts. Expect costs to start in the thousands per month and be suitable for mid-size to large businesses.

Pardot

Price: Pricing Plans Available

Pardot, now known as Salesforce Marketing Cloud Account Engagement, is a marketing automation solution designed for B2B businesses. It helps with tasks like lead nurturing, email marketing, and campaign management.

Pardot doesn’t have a free plan, and pricing starts around a thousand dollars per month at time of writing, making it more suitable for larger companies with the budget for its robust features.

Keap

Price: Pricing Plans Available

Keap (formerly Infusionsoft) is a CRM platform designed to help small businesses manage customer relationships and sales. It offers features like sales pipeline management, email marketing, landing pages, and appointment scheduling.

It has a tiered pricing structure based on the number of contacts you manage.  Plans start at a low price for basic features, with higher tiers offering additional functionality and scaling up in price.

SharpSpring

Price: Pricing Plans Available

SharpSpring is a marketing automation platform that helps businesses automate marketing tasks and nurture leads. It offers features like email marketing, landing pages, lead scoring, and marketing analytics.

It doesn’t have a free plan at time of writing, and pricing is based on the number of contacts you manage. Plans typically are charged on a per month basis and cater to businesses needing marketing automation beyond basic email marketing.

OnePageCRM

Price: Free Trial & Pricing Plans Available

OnePageCRM is a web-based CRM designed specifically for small businesses. It focuses on simplicity and ease of use, with a unique “Next Action” philosophy that encourages prioritizing tasks.

It offers a free 21-day trial and has a simple pricing structure with two paid plans.  Both plans are billed annually and offer unlimited contacts.

Nimble

Price: Free Trial & Pricing Plans Available

Nimble is a social CRM platform designed to help you manage customer relationships and build stronger connections. It goes beyond traditional CRM by integrating your social media accounts with your contact information, giving you a more holistic view of your interactions.

Nimble doesn’t have a free plan, but it offers a 14-day free trial. They have a single paid plan called Nimble Business. This plan includes all features, with discounts available for annual billing.

HubSpot Sales

Price: Free Plan & Pricing Plans Available

HubSpot Sales is a cloud-based sales CRM (Customer Relationship Management) platform designed to streamline the sales process and boost efficiency for businesses.  It offers features like contact management, deal pipelines, sales automation tools, and email tracking to help organize leads, track progress, and close deals faster.

It caters to a range of needs with a free plan offering basic features for managing contacts and deals. These features help sales teams collaborate more effectively and close more deals.

Pipedrive

Price: Free Trial & Pricing Plans Available

Pipedrive is a visual sales CRM (Customer Relationship Management) software designed to simplify the sales pipeline for businesses. It utilizes a sales pipeline metaphor, displaying deals as visual cards that move through different stages like “Lead” and “Proposal.”

Pipedrive offers a free 14-day trial and has tiered pricing plans. Higher tiers offer additional functionalities like advanced automation, custom fields, and security features for larger sales teams and businesses requiring more complex sales processes.

LinkedIn Sales Navigator

Price: Pricing Plans Available

LinkedIn Sales Navigator is a premium add-on to your regular LinkedIn profile, designed specifically for sales professionals. It empowers you to find and connect with the right decision-makers within your target audience.  Sales Navigator offers advanced search filters to identify high-potential leads based on specific criteria like company size, job title, and industry.

Unlike the free LinkedIn experience, Sales Navigator has tiered pricing plans. These plans offer varying levels of features and access, with higher tiers catering to larger sales teams and more complex prospecting needs.

Bitrix24

Price: Free Plan & Pricing Plans Available

Bitrix24 is a cloud-based collaboration platform designed specifically for businesses to streamline communication, tasks, and project management. It functions as an all-in-one solution, offering features like team chat, video conferencing, task management tools, and even a built-in CRM (Customer Relationship Management) system.

Bitrix24 caters to a range of needs with a free plan that’s suitable for small teams or startups. This free plan offers up to 5GB of storage, unlimited users, and core collaboration features like team chat, task management, and a shared calendar.

Salesforce

Price: Free Trial & Pricing Plans Available

Salesforce is a leading cloud-based CRM (Customer Relationship Management) platform that helps businesses manage all aspects of their customer interactions. It offers a comprehensive suite of features, including sales automation tools, marketing automation capabilities, customer service solutions, and powerful analytics.

Salesforce doesn’t have a free plan, but it provides a free trial to explore its functionalities. Pricing can be complex and depends on the specific features and modules required.

Freshsales

Price: Free Plan & Pricing Plans Available

Freshsales is a cloud-based CRM platform designed to streamline sales, marketing, and customer support interactions. It offers features like lead scoring, email automation, a built-in phone system, and helpdesk capabilities to manage the entire customer lifecycle in one place.

It caters to businesses of all sizes with a free plan that includes core functionalities for managing leads and contacts. Paid plans scale upwards in price and complexity depending on the features needed and the size of your sales and support teams.

Capsule

Price: Free Trial & Pricing Plans Available

Capsule is a CRM (Customer Relationship Management) platform designed for small businesses and solopreneurs who value simplicity and ease of use. It focuses on managing your contact information and interactions, offering features like centralized contact profiles, activity tracking, and task management.

It doesn’t have a free plan, but it offers a free 14-day trial. Their pricing is straightforward with a single paid plan. This plan provides access to all features, making it an attractive option for small teams looking for a user-friendly CRM solution to organize and track customer interactions.

Streak

Price: Free

Streak is a free CRM (Customer Relationship Management) extension that seamlessly integrates with Gmail.  This makes it ideal for individuals or small teams already comfortable using Gmail for email communication.  While it lacks some advanced features of dedicated CRM platforms, Streak offers basic sales pipeline management within Gmail.

You can visualize deals with customizable stages, collaborate with teammates on deals, and track email communication history. Since it’s a free extension, there are no hidden costs, but keep in mind you won’t find features like marketing automation or advanced reporting in Streak.

EngageBay

Price: Free Plan & Pricing Plans Available

EngageBay offers an all-in-one marketing, sales, and service suite at an attractive price point for small businesses. They provide a free plan with basic features like email marketing, a helpdesk, and social suite management. Paid plans are affordable and offer increased functionality across all areas, including marketing automation, sales pipeline management, live chat, and call tracking.

This makes it a compelling option for businesses seeking a comprehensive solution to manage customer interactions and grow their operations, without breaking the bank.

Insightly

Price: Pricing Plans Available

Insightly is a CRM (Customer Relationship Management) platform designed to streamline sales, marketing, and project management for businesses. It offers features like lead tracking, opportunity management, project collaboration tools, and reporting capabilities. Insightly caters to businesses of various sizes with tiered pricing plans.

Their most popular plans offer core functionalities like contact management, sales pipeline management, and basic reporting. Higher tiers provide advanced features like workflow automation, custom fields, and integrations with popular business tools.

Dynamics 365 Sales

Price: Custom Quotes

Designed to streamline the sales process for businesses, Dynamics 365 Sales is a cloud-based CRM (Customer Relationship Management) solution from Microsoft. It offers features like lead management, opportunity tracking, sales forecasting, and integrations with other Microsoft products like Office 365.

Pricing for Dynamics 365 Sales isn’t publicly available and requires contacting Microsoft for a quote. However, it typically follows a per-user, per-month subscription model, with costs varying based on the specific features and functionalities your business needs.

SugarCRM

Price: Pricing Plans Available

SugarCRM offers a customer relationship management (CRM) platform designed to manage all aspects of your customer interactions.  It caters to businesses of various sizes, with a focus on sales automation, marketing campaigns, and customer service solutions. While SugarCRM doesn’t have a publicly available free plan, they do offer a free trial to test out its features.

Pricing is typically based on editions and deployment options.  A popular option, Sugar Sell, offers core CRM functionalities like lead management, opportunity tracking, and email marketing. There’s also a self-hosted deployment option for businesses requiring more control over their data security.

NetSuite CRM

Price: Pricing Plans Available

NetSuite CRM caters to businesses seeking a robust, scalable CRM solution for managing all customer interactions.  It offers features like lead management, opportunity tracking, sales forecasting, marketing automation, and even built-in e-commerce capabilities.

Pricing is typically based on customization and the specific features required, with costs likely starting in the thousands per month.  NetSuite CRM integrates seamlessly with other NetSuite applications, making it a powerful option for businesses already invested in the ecosystem.

Oracle Sales Cloud

Price: Pricing Plans Available

Oracle Sales Cloud is a comprehensive CRM (Customer Relationship Management) platform designed for large enterprises to manage complex sales processes.  It offers a vast array of features including lead management, opportunity tracking, configure-price-quote (CPQ) capabilities, and advanced analytics for sales forecasting.

Due to its robust functionality and focus on large-scale deployments, Oracle Sales Cloud doesn’t have a publicly available pricing structure. Pricing is typically based on a quote system, taking into account factors like the number of users, specific features needed, and the level of customization required.

SAP CRM

Price: Custom Quotes

SAP CRM is a customer relationship management (CRM) platform designed for large businesses to manage all aspects of the customer lifecycle. It offers robust features like lead management, opportunity tracking, customer service solutions, and marketing automation capabilities, all integrated within the broader SAP business suite.

Pricing for SAP CRM isn’t publicly available and requires contacting SAP for a custom quote.  Costs are typically based on factors like the number of users, specific modules required, and the level of customization needed.

Coschedule

Price: Free Plan & Pricing Plans Available

Coschedule helps manage your social media marketing and content creation workflow. It offers features like social media scheduling, content calendar management, and collaboration tools to streamline your marketing efforts. They have a free plan with limited features, allowing you to schedule posts to a single social media platform and manage one content calendar.

Paid plans offer increased functionality like bulk scheduling, advanced analytics, and the ability to manage multiple social media profiles and content calendars. These plans cater to businesses and marketing teams needing a more comprehensive solution.

Zendesk Sell

Price: Free Trial & Pricing Plans Available

Zendesk Sell is a customer relationship management (CRM) platform designed to streamline the sales process for businesses. It caters to teams of all sizes, offering features like lead management, opportunity tracking, email automation, and sales reporting.

Zendesk Sell doesn’t have a free plan, but they do offer a free trial. The Starter plan provides basic features for managing leads and deals. Higher tiers offer increased functionality like sales automation, customizable sales pipelines, and advanced reporting for deeper sales insights.

Apptivo

Price: Free Trial & Pricing Plans Available

Apptivo is a cloud-based suite offering a variety of business applications, including CRM, project management, and marketing automation. It caters to businesses of all sizes.

They don’t have a single bundled price as a starting point. The final cost depends on the specific modules (like CRM or marketing automation) you choose from their suite. They offer a free 30-day trial to test it out.

SuiteCRM

Price: Hosted Plans Available

SuiteCRM is an open-source customer relationship management (CRM) platform. This means it’s free to download and use, but you’ll be responsible for installation, maintenance, and any customizations you might need.

While there’s no traditional pricing plan, SuiteCRM does offer paid hosted options through various partners. These hosted plans provide cloud-based access to SuiteCRM along with support services.

Vtiger CRM

Price: Free Plan & Pricing Plans Available

Vtiger CRM offers a customer relationship management (CRM) platform to manage sales, marketing, and customer support interactions. They cater to small and medium businesses with a freemium model.

The free plan provides basic features for managing contacts, deals, and activities, but with limitations on storage space and users. Paid plans offer increased functionality like marketing automation, advanced reporting, and integrations with other business tools.

Odoo

Price: Free Plan & Pricing Plans Available

Odoo, a popular business management software suite, offers a unique two-tiered pricing structure.  First, they have a free, open-source Community Edition. This option requires some technical know-how for setup and customization, but it comes loaded with features to manage various aspects of your business.

On the other hand, Odoo offers a paid Enterprise Edition that provides additional features like online support, mobile apps, and more advanced functionalities.  Overall, Odoo caters to businesses of all sizes.

Salesmate

Price: Free Trial & Pricing Plans Available

Salesmate offers subscription-based CRM software for sales teams. They cater to businesses of all sizes, from small startups to larger enterprises.  It boasts features like contact management, sales pipeline management, email automation, and integrations with various business tools.

They offer a free trial for basic features. Higher tiers provide more advanced functionalities like marketing automation and in-depth reporting.

Disclaimer: You can think of Lift Conversions as your tour guide, but you’re still driving the marketing bus with these tools. Make your choices, buckle up and enjoy the ride!