7 Best Enterprise CRM Systems For Your Business in 2024


  • Best for social media and online marketing: Zoho CRM
  • Best CRM offering visual pipelines: Pipedrive
  • Best CRM provider for project management: Insightly
  • Best CRM offering a robust free version: HubSpot
  • Best CRM for custom automations: monday CRM
  • Best CRM for enterprise sales teams: Salesforce
  • Best CRM offering team collaboration: Bitrix24

Enterprise CRM software are customer relationship management platforms specifically designed for midsize to large organizations who need a solution that can handle the bandwidth of a large-volume business. With the right software, businesses can scale high-level automations, such as deal tracking, client engagement, and team management.

Some of the most notable providers include Zoho CRM, HubSpot, and Pipedrive for their scalability, cost efficiency, and marketing and sales features. The providers mentioned below organize and track current and past client activity through custom workflows and pipelines with advanced tech features and AI tools. They’re meant to help teams, departments, and entire enterprises access the same up-to-date information through visually digestible dashboards.

Top enterprise CRM software comparison

The top enterprise CRM providers offer a variety of core features, like contact and account management, basic reports and dashboards, and activity tracking. After building pipelines and reports in the software, information and activity updates can be shared through the CRM’s integration functionality with other applications, both native and third-party. This way, there is visibility to accounts and pipelines across teams and entire departments.

Software
Pipeline management
Custom dashboards
Native app integrations
Free tier
Starting price*
Zoho CRM
Yes
Limited
Yes
Yes
$14 per user per month
Pipedrive
Yes
Yes
Yes
No
$14 per user per month
Insightly
Yes
Limited
Yes
Yes
$29 per user per month
HubSpot
Yes
Limited
Yes
Yes
$20 per two users per month
monday CRM
Yes
Yes
Limited
Limited
$12 per user per month
Salesforce
Yes
Yes
Yes
No
$25 per user per month
Bitrix24
Yes
Limited
Yes
Yes
$49 per 5 users per month
* Pricing is based on annual subscriptions.

Features

  • Workflow automation: Save time by creating workflows that perform mundane manual tasks.
  • Quotes and finance: Generate branded quotes, invoices and purchase orders that users can track and manage.
  • Territory management: Label and categorize clients based on preset criteria so they’re assigned and routed to the right sales reps.
Sales order receipt and finance details with Zoho Inventory. Image: Zoho CRM

Zoho CRM pros and cons

Pros Cons
15-day free trial. Free plan has no social integration.
Robust sales forecasting. 8/5 customer support.
24/7/365 data security. User reports of difficult UI.

Pipedrive: Best CRM offering visual pipelines

Our rating: 4.3 out of 5

Image: Pipedrive

Pipedrive offers a highly visual drag-and-drop interface, making it great for reflecting sales and marketing processes. Creating these kanban-like pipelines makes it easier to manage new leads and existing clients from one place. Pipedrive is intuitive software for individuals to navigate and identify potential sales opportunities.

Why I chose Pipedrive

Pipedrive is a straightforward sales CRM that focuses on building competent sales pipelines for tracking deals and managing leads. Businesses can automate their sales process with kanban drag-and-drop tools, making it an easy platform to navigate and customize. Pipedrive also offers resources on how to implement the tool according to your niche industry, like automotive sales, call centers, banking, or B2B/B2C organizations.

Pipedrive’s pipeline builder is pretty clear-cut and visually appealing, so if you’re wanting a similar intuitive interface for creating sales processes at a lower cost, check out Zoho CRM.

For more in-depth insight, read our Pipedrive review.

Pricing

  • Essential: $14 per user per month, billed annually, or $24 per user when billed monthly. The Essential plan includes people and organization management, product catalog, sales assistant and more.
  • Advanced: $34 per user per month, billed annually, or $44 per user when billed monthly. The Advanced plan offers all Essential features plus automations, two-way email sync, group emailing and more.
  • Professional: $49 per user per month, billed annually, or $64 per user when billed monthly. This tier supports all Advanced features and contacts timeline, free Smart Docs add-on, automatic assignment and more.
  • Power: $64 per user per month, billed annually, or $79 per user when billed monthly. The Power plan includes all Professional offering plus phone support, 500 custom fields and more.
  • Enterprise: $99 per user per month, billed annually, or $129 per user when billed monthly. This tier offers all mentioned features plus up to 180 active automations, unlimited teams and unlimited custom permissions.

Features

  • AI sales assistant: Analyze past sales activity and generate performance forecasting with AI.
  • Email inbox: Integrate existing email provider to send and receive messages directly in the CRM, plus preset templates and click tracking.
  • Document management: Access Smart Docs through the higher paid tiers or select it as an add-on to send and track quotes or proposals.
Sale email template with auto-populate feature. Image: Pipedrive

Pipedrive pros and cons

Pipedrive’s pros and cons entail some competitive facts around Pipedrive’s pricing and support as well as some limitations with advanced features on lower paid tiers.

Pros Cons
14-day free trial. No free-for-life option.
24/7 support. Limited marketing tools.
Affordable paid tiers. Limited lead segmentation for sales.

Insightly: Best CRM provider for project management

Our rating: 4.3 out of 5

Image: Insightly

Insightly offers robust project management functionality through modern cloud-based software. Sales features like project pipelines, integrations with productivity apps and milestone tracking make it easy to monitor the full sales cycle. So once opportunities are identified and then converted into projects, enter and track post-sale activities from the same pipeline.

Why I chose Insightly

Insightly is another full-featured CRM platform with key customizations that assist businesses in driving revenue and elevating their customer experience. Its solutions include sales, marketing, and customer service. With the help of useful integrated third-party apps, businesses can adapt their current tech stack of sales or marketing tools into Insightly with no code.

Insightly offers a range of products and solutions that can be natively integrated with their CRM tool. So, if you want similar functionality from another provider that can scale up even more for larger enterprises, consider HubSpot.

For more information on this CRM software, read our independent Insightly review.

Pricing

  • Free CRM: Free for up to two users and 2,500 records.
  • Plus: $29 per user per month, billed annually. The Plus plan includes lead and task management, the mobile app, Google and MS 365 integrations and more.
  • Professional: $49 per user per month, billed annually. This tier offers all Plus features as well as 100 custom fields, unlimited role-based permissions and lead assignment and routing.
  • Enterprise: $99 per user per month, billed annually. The Enterprise plan offers all mentioned features plus unlimited customizable real-time insight cards, pricebooks and quotes, validation rules and more.

Features

  • Lead management: Capture and score new and existing leads by housing details with set criteria.
  • Opportunity management: Build custom pipelines with reporting creatures to get insight into what’s driving the business forward and identify potential risks.
  • Process automation: Reduce redundant tasks and scale faster with emails, reminders and onboarding stages.
Insightly project and progress tracker. Image: Insightly

Insightly pros and cons

Insightly’s pros and cons include their impressive integration marketplace as well as some shortages with community support and resources, compared to other providers.

Pros Cons
Over 1,000 app integrations available. User support costs extra.
Offers monthly billing. Doesn’t offer certification programs.
14-day free trial. Only access community forums with premium plans.

HubSpot: Best CRM offering a robust free version

Image: HubSpot

Our rating: 3.9 out of 5

HubSpot’s robust free version offers up to 5 users a variety of sales and marketing tools. Organize and engage with clients through the dialer, live chat and email tools, and manage activity within a custom dashboard. Sync this information across an array of third-party integrations. If you’re new to implementing a CRM in a business or want to deploy an easy-to-use CRM across an organization, HubSpot is a good choice.

Why I chose HubSpot

HubSpot’s free CRM is top rated since other free plans typically lack a lot of core CRM features. Some of HubSpot’s free features include dashboard and reporting, company insights, an AI email writer, live chat software, and a meeting scheduler. HubSpot’s Professional and Enterprise plans are great for larger organizations looking for a powerful CRM solution, but they do require a one-time onboarding fee.

HubSpot’s free CRM tool is robust, but the premium tiers can be costly. If you want a more affordable premium tier with more advanced tech or support features, consider Pipedrive or Zoho CRM.

Head over to our HubSpot review for more details on this provider.

Pricing

  • Free CRM: Free for up to 5 users with contact management, quotes, live chat and more.
  • Sales Hub Starter: $15 per seat per month, billed annually, or $20 when billed monthly. The Starter plan includes all free tools plus simple automation, e-signature, conversation routing and more.
  • Sales Hub Professional: $90 per seat per month, billed annually, or $100 when billed monthly and one-time $1,500 onboarding fee. This plan includes all Starter features and prospecting workspace, platbooks, forecasting and more.
  • Sales Hub Enterprise: $150 per seat per month, with an annual commitment and one-time $3,500 onboarding fee. Users of this plan receive all Professional tools plus advanced permissions, predictive lead scoring, conversation intelligence and lead form routing.

Features

  • Contact management: Integrate with Gmail or Outlook for inbox insights and automatic list segmentation.
  • CRM reporting: View report types like deals created, monthly revenue, website traffic and social media interactions.
  • Email marketing: Schedule emails with customized templates, track activity and opened messages and more.
HubSpot lead generation reporting dashboard. Image: HubSpot

HubSpot pros and cons

HubSpot’s pros and cons cover their user support access, real reports of intuitive user experience and even how their premium tiers might be considered costly to other providers on this list.

Pros Cons
Offers a variety of free tools. Costly higher support tiers.
24/7 email and chat support. No free trial.
Intuitive user interface. Add-ons start at $25 per month.

monday CRM: Best CRM for custom automations

Image: monday CRM

Our rating: 3.5 out of 5

Monday CRM users can build automations into any stage of their sales process. These automations and workflows will save sales reps and users time by completing repetitive tasks on their behalf. This will help businesses shorten their average deal closing time by automatically assigning leads to the right rep, setting reminders for upcoming activities, and pushing notifications to reps when leads open so they can engage with an email.

Why I chose monday CRM

Monday CRM is a sales CRM solution that requires no coding experience to totally customize its layout and process. Monday CRM also offers in-market adaptation for an abundance of industries like manufacturing, financial services, consumer goods, healthcare, and real estate. With its automations and project management tools, enterprises can view centralized client information, even on the go.

While monday does have a free version of its software, it is only available for students or nonprofit organizations, after being approved for it. Its paid tiers are competitively priced, but if you want a similar tool with even more AI functionality, I recommend HubSpot or Zoho CRM.

Check out our monday CRM review for more.

Pricing

  • Free CRM: Free for up to three users and comes with lead and document management and a mobile app.
  • Standard: $14 per user per month, billed annually, or $20 per user when billed monthly. Users can access email insights, sales forecasting, and multiple currencies.
  • Professional: $23 per user per month, billed annually, or $35 per user when billed monthly. This tier includes all Standard features, plus assignment rules and unlimited custom reports and dashboards.
  • Enterprise: $40 per user per month, billed annually, or $50 per user when billed monthly. This plan introduces all AI-powered tools, plus email segmentation, auto-response, and more.
  • Ultimate: $52 per user per month, billed annually, or $65 per user when billed monthly. The Ultimate plan grants access to all mentioned features plus access to Zoho Analytics.

Features

  • Formula building: Build custom formulas for even the most complex pipeline reporting needs using your own words, without needing coding experience.
  • Content generation: Generate polished and branded content for all media channels and stages of your sales cycle.
  • Accounts and contact management: View all customers with 360-degree insights including contact and associated account information, log activities, and initiate engagement all from the CRM.
Monday CRM AI-powered formula builder. Image: monday CRM

Monday CRM pros and cons

Pros Cons
  • 14-day free trial.
  • Offers unlimited contacts and items.
  • Provides up to 1 TB of file storage.
  • HIPAA compliance is only available in the highest paid tier.
  • Real users report occasional bugs and down-time in the platform.
  • Users report limited resource management tools like advanced time tracking.

Salesforce: Best CRM for enterprise sales teams

Image: Salesforce

Our rating: 4 out of 5

Salesforce offers extensive data features to help organizations make calculated decisions when it comes to their sales process. Create a variety of custom CRM reports that display analytics and real-time sales forecasts. The external and internal communication tools and sales activity tracking make it a great option for organizations with complex sales processes.

Why I chose Salesforce

Salesforce is a cloud-based CRM solution built on an AI platform. Salesforce markets itself as an all-in-one platform for buyer and sales engagement, team collaboration, analytics, performance management and CPQ and billing. While still a pricey option, Salesforce’s scalability and user support allow it to be implemented by anyone, especially enterprises.

If you want a similar software with extensive AI-powered tools and powerful integrations, check out Zoho CRM for a more cost effective solution.

For more information, check out our full Salesforce review.

Pricing

  • Starter Suite: $25 per user per month, billed annually. Users get account, contact, lead and opportunity management, as well as the mobile app, email integration and more.
  • Professional: $80 per user per month, billed annually. The Professional plan includes all that’s found in the Starter Suite plus Sales Cloud, full offline functionality and more.
  • Enterprise: $165 per user per month, billed annually. This tier offers opportunity scoring and deal insights plus data synchronization and harmonization.
  • Unlimited: $330 per user per month, billed annually. The Unlimited tier includes all features mentioned above plus developer pro sandbox, lead scoring and five campaigns per opportunity.
  • Einstein 1 Sales: $500 per user per month, billed annually. This tier includes all Salesforce CRM features like collaboration tools via knowledge shares and Slack and more.

Features

  • Application integrations: Sync the CRM with over 7,000+ apps such as Mailchimp, DocuSign and Slack.
  • Forecast Insights: Predict future sales metrics by comparing current forecast performance to a comparable previous period and monitoring trends.
  • Lead scoring: Capture inbound leads from the organization’s website and automatically have them scored based on demographics or behaviors.
Sample revenue trend and forecast report. Image: Salesforce

Salesforce pros and cons

Pros Cons
30-day free trial. No free-for-life option.
7,000+ app integrations. Most expensive option.
24/7 chat support. Users have reported slow support.

Bitrix24: Best CRM offering team collaboration

Image: Bitrix24

Our rating: 4.1 out of 5

Bitrix24 offers a suite of communication tools for the sales department to use internally, with other departments, and even with external partners. Users can chat through a messenger, schedule video calls and conferences, and view shared tasks in real time. Within the chat feature, users can label chats private or public, invite external users, and even search through chat histories on the go. This way, users have everything they need to work together, share client details, files, task deployment, and so much more.

Why I chose Bitrix24

Bitrix24 offers a range of marketing, sales, and reporting tools for businesses in a range of markets to not only target new leads, but also receive payments, manage inventory, and track sales metrics. With a white label capability, Bitrix24 allows businesses to totally customize, brand, and resell the tool as well. And even though their forever free plan is capped with some advanced CRM features, it does allow unlimited users.

Bitrix24 does offer a unique pricing structure compared to the other providers on this list. Bitrix24 doesn’t charge per user but instead per organization with a capped amount of users. Their Enterprise tier goes up to 250 users with flexibility to add more. If your company has more than that, I recommend going with HubSpot or Salesforce for their scalability and pricing per user.

For more insights and information, read this Bitrix24 review.

Pricing

  • Free: Free for unlimited users but only supports up to 5 GB of storage space and limited communication features.
  • Basic: $49 per organization for 5 users when billed annually, or $61 for 5 users when billed monthly.
  • Standard: $99 per organization for 50 users when billed annually, or $124 for 50 users when billed monthly.
  • Professional: $199 per organization for 100 users when billed annually, or $249 for 100 users when billed monthly.
  • Enterprise: Billing starts at $399 per organization for 250 users when billed annually, or $499 for 250 users when billed monthly.

Features

  • Sales automations: Setup automated client notifications to your phone or email, or create custom triggers to automatically move leads through your sales pipeline based on actions they take.
  • AI-powered assistant: Generate marketing content, campaign strategies, and transcribe phone calls within the CRM with the CoPilot assistant.
  • Video calls: Organize online meetings with sales teams or clients without having to integrate with Zoom or Skype with Bitrix24’s own video conferencing software.
Example Bitrix24 HD-quality video call. Image: Bitrix24

Bitrix24 pros and cons

Pros Cons
  • 15-day free trial.
  • Offers advanced AI tools and mobile access.
  • Free tier supports unlimited users.
  • Real users report a learning curve with the software.
  • The Enterprise tier is capped at 10,000 users for $7,999 per month.
  • Users can only access advanced CRM tools in the higher paid tiers.

How do I choose the best enterprise CRM software for my business?

This list we’ve created includes the top enterprise CRM software on the market, but the best option for your business will be the software that best fits your business goals and budget. Consider requesting quotes or demos from the providers that pique your interest, or sign up for the free versions. This way, you can begin communicating directly with the provider’s sales team and start implementing the software into your existing customer management process.

Below are sample questions to ask when choosing the best CRM software:

  • What is the total in-market expertise for your industry?
  • Is the CRM better for a small business or can it be scaled to meet your needs?
  • Are their services within your budget? Do you want a free CRM first?
  • Does the CRM offer the core features you need, such as list segmentation or a mobile app?
  • Does the CRM software integrate with business tools you already have in your tech stack?
  • Is the CRM open-source, and is that a requirement your business wants?

DOWNLOAD: Get a deeper understanding of how CRM can help small businesses grow.

Review methodology

Our standard review methodology was applied to each provider on this list. Each provider was scored against a rubric with outlined criteria and subcategories of CRM industry standards. Using that rubric and an in-house algorithm to calculate an overall star rating, I then assigned each CRM software an ideal use case.

Here is a breakdown of the scoring criteria I followed:

  • Cost: Weighted 25% of the total score.
  • Core features: Weighted 25% of the total score.
  • Customizations: Weighted 15% of the total score.
  • Integrations: Weighted 15% of the total score.
  • Ease of use: Weighted 10% of the total score.
  • Customer support: Weighted 10% of the total score.



Source link

Leave a Comment

Your email address will not be published. Required fields are marked *

Exit mobile version