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Top 10 Alternatives to Salesforce CRM: Popular CRM Software Solutions

Category: B2B News
What is the top alternative to Salesforce CRM?
The top alternative to Salesforce CRM is HubSpot CRM because of its intuitive and easy-to-use functionalities that range from lead management to marketing automation. Its base CRM platform is free and is packed with a good selection of tools that rival many paid plans from other solutions.

Salesforce CRM is a leading software system from the Salesforce stable. It enables you to track all customer interactions and information in one place to follow more leads. You can use features such as partner management, sales data, marketing automation, and lead management to follow these leads and nurture them till conversion.

However, it is a general CRM software. There may be others that are highly-specialized for specific industries interested readers are in. So, in this article, we’ll look closely at the key features and benefits of this platform and compare them with those offered by top Salesforce CRM alternatives and some highly-specialized CRM tools.

top alternatives to salesforce crm

What is Salesforce CRM?

salesforce crm dashboard

Salesforce CRM is a tool that can improve your sales team’s productivity, whether they are working in cyberspace, at the office, or in the field. The vendor offers mobile apps for iOS and Android that show real-time data on the dashboard and provide custom reports. Plus, the app boasts a Feed First feature that shows you the most important information based on your settings. If you want more tools and functions, you can get them from the AppExchange. This app allows you to obtain actionable insights from real-time customer data. On top of that, you can create territory models, sales forecasts, and critical reports.

To improve the flexibility of your software ecosystem, Salesforce Sales Cloud integrates seamlessly with popular business systems such as Zendesk, Zuora, Ambassador, FinancialForce ERP, LeadExec, TeamSupport, Desk.com, and other accounting, sales, and CRM solutions.

Top Salesforce CRM features include workflow, dashboards, real-time visibility, contact manager, and analytics. The vendor offers the following pricing packages:

  • Contact Manager ($5/user/month)
  • Group ($25/user/month)
  • Professional ($65/user/month)
  • Enterprise ($125/month)
  • Performance ($300/month).

On top of that, customers get excellent support via phone and email, and new users can avail of in-depth training.

For more information, you can sign up for Salesforce CRM free trial here.

Benefits of Salesforce CRM

  • You can get more leads.
  • It lets you close more deals.
  • The platform accelerates productivity.
  • It provides more insights.
  • You can get a full view of the customer, such as activity history, social mentions, discussions, and communications using the Contact Management feature.
  • The Sales Collaboration module makes it simple to track deals and look for competitive info.
  • The Sales Performance Management module lets you set metrics-based goals and highlight winning performances of sales reps to encourage healthy competition in the team.
  • You can track clicks, create campaigns, and automate the whole process to generate quality leads and reduce the sales cycle.

If you wish to look at other choices, we’ve got you covered by providing the main functionalities and benefits of top Salesforce CRM alternatives. We give you plenty of reasons why you should consider Salesforce CRM instead of the alternative solution and vice versa. You’ll also learn if a given CRM is free or not.

1. HubSpot CRM

hubspot crm dashboard

HubSpot CRM is designed to enable sales teams to get started quickly without making too many changes to their existing workflow. This solution is ideal for companies that wish to maximize the potential of their CRM.

HubSpot CRM is an easy and smart system that offers essential basic features without complex functionalities. Startups and mid-sized companies will benefit from the fact that this vendor is a certified, premier Google partner. For this reason, this platform is an apt fit for businesses in any niche and industry. To learn more about how this solution works be sure to check HubSpot CRM free trial.

HubSpot CRM

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Try out HubSpot CRM with their free trial

There is no doubt HubSpot CRM is the best alternative to Salesforce CRM. However, if for any reason, the product doesn’t suit your requirements you can look at other options, browse good HubSpot CRM alternatives here.

Why use HubSpot CRM instead of Salesforce CRM?

  • The app is offered free of cost.
  • It is a robust and flexible solution.
  • It is a powerful automation system.
  • You can connect it to all locations of your sales processes.

Why use Salesforce CRM instead of HubSpot CRM?

  • You can share and sync files and track changes in real-time.
  • You can see a real-time view of your sales team’s conversions to create adaptive weekly forecasts.
  • Use the dashboard and reports to collect data for detailed reporting and analysis.
  • You can manage territories with the right model to set boundaries and customer volume and achieve more balanced assignments among your reps.

Detailed HubSpot CRM Review

2. Freshsales

Freshsales dashboard

Freshsales stands out in the CRM market because the setup is easy, you can store all operations in the cloud, and you can make use of multiple integrations. Its main advantage is you can easily depict where leads are coming from, which is a boon for small and midmarket businesses.

Apart from lead capturing, Freshsales can distribute, score, and nurture leads via multiple communication channels. It offers advanced features such as affiliate management, call routing, call recording, and auto-dialers. Plus, it provides useful revenue analytics tools, where all relevant source and rep metrics are collected into accurate and attractive reports. You can apply a range of filters when summarizing your data to organize results in the way you want. On top of that, you can quickly create charts and tables, make summaries, and master the art of matrix reporting. The vendor offers a free trial where you can learn more about Freshsales features.

Freshsales

Freshsales

Try out Freshsales with their free trial

Renowned for its suite of advanced features, Freshsales is quite robust and capable. But if you think this solution is too basic for your needs, take a look at viable Freshsales alternatives here.

Why use Freshsales instead of Salesforce CRM?

  • It offers a useful email tracking feature.
  • You can directly transfer calls to the system without the need for any hardware or software installation.
  • It provides a functional event tracking feature.
  • The vendor offers excellent customer support via phone, live chat, and email.

Why use Salesforce CRM instead of Freshsales?

  • Salesforce CRM’s basic package is cheaper compared to Freshsales.
  • It offers email integration
  • It provides approvals and workflow features.
  • You can easily manage your social accounts and contacts.

Detailed Freshsales Review

3. Netsuite CRM

NetSuite CRM dashboard

Netsuite CRM provides users a 360-degree view of customer sentiments, relationships, and engagements across all channels, which is in real-time as well. A continuous stream of information can be collected, analyzed, and stored to help businesses make better decisions and initiate better interactions with customers. 

Core, Netsuite CRM offerings, include modules for lead management, partner relationship management, campaign management, real-time dashboards, and, of course, one for customer service management. Capabilities like email marketing, time tracking, incentive compensation, and analytics are also there to round its core modules out. Furthermore, the software also offers services for customizing your own mobile apps for Android and iPhone, plus other useful customer-facing tools.  The vendor has an appealing free trial where you can tinker with the features at no cost. 

NetSuite CRM

NetSuite CRM

Try out NetSuite CRM with their free trial

NetSuite CRM has all the features you want from a CRM software. However, if you think this solution is not a good fit for your company, take a look at Netsuite CRM alternatives here.

Why use Netsuite CRM instead of Salesforce CRM?

  • The platform allows you to create customizable apps for businesses. 
  • It provides a native and easy to use partner relationship management module.
  • It allows for incentive compensation management.
  • You can customize its deployment to your needs as it is offered on a price quote basis. 

Why use Salesforce CRM instead of Netsuite CRM?

  • It offers a more intuitive and visually-pleasing user interface.
  • The platform includes a content library with customizable reports. 
  • You can easily score leads and assign them to the right personnel. 
  • There is the Netsuite CRM web chat

Detailed NetSuite CRM Review

4. Pipedrive

pipedrive dashboard

Pipedrive is top-rated for its high-quality sales pipeline management features and a robust suite of tools. This system has been designed by hardcore web app developers and experienced sales professionals. It organizes your business leads efficiently to give you a good view of your sales and enables you to focus on priority deals.

You can set up your account as well as other important operations easily and quickly. Pipedrive is fully mobile-optimized, which means your sales teams can use it to be productive in the field. Plus, it integrates smoothly with Google apps such as Google Contacts and Google Calendar, as well as with other leading third-party business solutions. It is available in flexible pricing packages that can suit companies with any budget. The vendor offers a comprehensive free trial to get you up to speed with the features. 

Pipedrive

Pipedrive

Try out Pipedrive with their free trial

Are you looking for more products like Pipedrive? If yes, worry not. To give you more choices, we provide viable Pipedrive alternatives here.

Why use Pipedrive instead of Salesforce CRM?

  • It offers efficient sales management.
  • It helps you close deals more quickly.
  • Pipedrive organizes lead collection easily.
  • It provides top-rate statistics and reporting features.

Why use Salesforce CRM instead of Pipedrive?

  • You can create a systematic pipeline from lead to conversion.
  • Users enjoy mobile apps for iOS and Android to utilize the software’s main features in the field.
  • You can log calls, reply to hot leads, and work opportunities in real-time.
  • The Visual Workflow allows you to drag-and-drop business processes such as expenses, discounts, and deals quickly and easily.

Detailed Pipedrive Review

5. Zoho CRM

Zoho CRM dashboard

Zoho CRM is a widely used web-based CRM platform designed to attract, retain, and satisfy customers to grow your business. The app’s top features are lead and contact management, sales pipeline management, and purchase control. You can combine these features to make effective use of the software.

The interface has been refurbished and is easy to use. The home screen now shows 10 different components, with the main module navigation panel placed on top for easy searching. If you wish, you can customize the dashboard to suit your specific business needs. Moreover, you can easily give Zoho CRM a try for free. If you want to investigate the features closely, you can easily do so at no cost thanks to the Zoho CRM free trial.

Zoho CRM

Zoho CRM

Try out Zoho CRM with their free trial

Zoho CRM is, without a doubt, a reliable cloud-based CRM solution. If after analyzing the product’s capability you find it lacking, feel free to browse these Zoho CRM alternatives here.

Why use Zoho CRM instead of Salesforce CRM?

  • It automates important sales operations.
  • It gives access to vital data in real-time.
  • You can make maximum use of social media.
  • It is integrated with Google Apps.

Why use Salesforce CRM instead of Zoho CRM?

  • The basic package is cheaper than Zoho CRM.
  • You can get more leads.
  • It provides more insights.
  • It accelerates productivity.

Detailed Zoho CRM Review

6. CRM Creatio

CRM Creatio dashboard

CRM Creatio is a process-driven CRM solution that helps you coordinate your marketing, sales, and customer support activities by merging customer data with business process management tools. It offers scalable features for both SMEs as well as large enterprises.

The software is designed around the BPM platform, which enables companies to design and automate processes to boost customer service and surpass their expectations. Drag and drop tools make customization simple with applications for both on-premise and cloud deployment. The vendor has an appealing free trial where you can tinker with the features at no cost. 

CRM Creatio

CRM Creatio

Try out CRM Creatio with their free trial

CRM Creatio is mobile compatible and maintains its feel and look across different tablet and phone platforms. Plus, it works smoothly with leading productivity apps such as MS Word, MS Outlook, and Google Calendar.  If you want to compare this solution with others, we provide viable Creatio CRM alternatives here for you to peruse.

Why use CRM Creatio instead of Salesforce CRM?

  • You can enjoy both BPM and CRM functions in one solution.
  • Customization is simple.
  • Integrate smoothly with open configuration.
  • It offers greater flexibility with agile deployment.

Why use Salesforce CRM instead of CRM Creatio?

  • You can make use of integration via web service API.
  • You can utilize the LiveAgent web chat.
  • The pricing packages are flexible and affordable.
  • The vendor offers reliable support via phone and email.

Detailed CRM Creatio Review

7. vCita

vcita dashboard

If you are looking for an all-in-one solution for your CRM, sales, and marketing needs, then vCita might be the ideal option for you. This fully integrated business management application allows you to manage customer relations, execute marketing campaigns, as well as monitor your sales progress. 

It even comes with a no-code landing page builder for lead generation, payment processing tools for transactions, as well as self-service client portals for customer retention. With this at your disposal, you no longer have to worry about overlooking details on particular leads or missing out on certain opportunities as all your data stays in one place. You can use all the features for free for a period of time to see if the software matches your needs. 

vCita

vCita

Try out vCita with their free trial

What’s more, is that vCita provides its users with flexible plans that can scale up or down depending on the number of clients you have. Also, you can try it with no monetary commitment. If this product is something you like yet are not sure if it is a perfect fit, you can further browse for other vCita alternatives on our review page.

Why use vCita instead of Salesforce CRM?

  • If you want a CRM for SMBs, vCita is designed for this scale. 
  • It has simplified controls for its comprehensive and powerful features. 
  • The platform includes easy-to-use customer self-service options for payments and scheduling. 
  • Monitor sales and marketing within the same easy-to-use hub. 

Why use Salesforce CRM instead of vCita?

  • Salesforce CRM is scalable from the use of small businesses to large enterprises. 
  • You can view real-time daily data to generate weekly predictions. 
  • It has better integrations with other popular software products. 
  • You can create useful applications and custom workflows easily. 

Detailed vCita Review

8. PipelineDeals

PipelineDeals dashboard

If you have come across PipelineDeals reviews from us or others, you will figure that it is a complete CRM platform made for sales teams everywhere. The user interface and controls are customizable that you can, in a sense, create your very own CRM platform. 

PipelineDeals allows you to automate clerical sales productivity tasks so you can focus on the actual sales process themselves and let your team connect more with customers at a human level. An appealing test drive of all software features is available to you at no cost thanks to the PipelineDeals free trial.

PipelineDeals

PipelineDeals

Try out PipelineDeals with their free trial

Core features include pipeline visibility, sales acceleration, lead management, custom deals, and real-time status updates. These are rounded out by other functions for team collaboration, activity tracking, and document management.  If you want to find similar products, be sure to check out other PipelineDeals alternatives.

Why use PipelineDeals instead of Salesforce CRM?

  • PipelineDeals is best for sales teams rather than customer service personnel. 
  • You can create custom deals for clients. 
  • It uses six goal-centric tools for leaderboard scoring to incentivize friendly competition. 
  • Create sales goals for your team and make it visible as benchmarks for everyone. 

Why use Salesforce CRM instead of Pipeline Deals?

  • The starter plan for Salesforce CRM is cheaper and is a bit comprehensive than that of PipelineDeals. 
  • It has an Enterprise Territory Management module to have teams only operate in their designated territories.
  • Salesforce CRM has a Campaign Influence module that allows you to associate opportunities with various campaigns to conduct better analysis. 
  • It provides a process builder for you to create automated workflows. 

Detailed PipelineDeals Review

9. Avochato

Avochato dashboard

Avochato features mainly focus on mobile-based customer relationship management capabilities. This is because it is primarily a text messaging software. However, Avochato also allows you to communicate via other channels. This is mostly via integrations. 

The platform is perfect for businesses of all sizes that have target audiences preferring to have contact through phone over others. So, in general, B2B firms can make use of this. However, Avochato is also useful for all businesses should they want to optimize their mobile touchpoints. The best part is that Avochato offers a free trial where you can check its comprehensive feature set. 

Avochato

Avochato

Try out Avochato with their free trial

Features that can help them accomplish this include unique localized phone numbers, textable landlines, and Avochato Caller ID. Other key features are assignable conversations, multimedia messages, automated surveys, status tracking, chat widget, and analytics. It’s best to also look at some Avochato alternatives that you can use for general CRM or mobile-first processes, including text marketing.

Why use Avochato instead of Salesforce CRM?

  • It has more text-based CRM support. 
  • Avochato is rich in call-based features. 
  • The platform enables your landline numbers to receive text messages. 
  • It allows you to use unique localized phone numbers for your service, support, or sales calls. 

Why use Salesforce instead of Avochato?

  • It is a more general CRM tool. 
  • Salesforce CRM integrates with Avochato and can be made more powerful by it. 
  • Engage with audiences in other channels like social media. 
  • It has a superior team management module for general CRM. 

Detailed Avochato Review

10. Zengine by WizeHive

zengine by wizehive dashboard

Zengine by WizeHive is a CRM-based management software designed for mission-based organizations. It is perfect for non-profits, educational institutions, and other cause-oriented organizations. It provides users with comprehensive features for scholarship management, volunteer management, awards management, fellowship management, and internship management as well.

These modules are supported by features such as automated emails, reports, automated workflows, and its integrated robust CRM module. Also, many of these features are customizable to your exact needs. These include forms, reports, and even your dashboards. You can even customize your screens and create an interface perfect for your organization. Zengine by WizeHive offers a free demo when you can check its features closely.

Zengine by WizeHive

Zengine by WizeHive

Try out Zengine by WizeHive with their free trial

Moreover, Zengine by WizeHive has tracking and collaboration tools perfect for organizations of all sizes. Additionally, it supports unlimited file uploads and secure hosting via AWS. Lastly, you can give this platform a first-hand look without any commitment. If this doesn’t fit your expectations, you can always look for any Zengine by Wizehive alternatives.

Why use Zengine by WizeHive instead of Salesforce CRM?

  • If your organization is a non-profit, a school, or any mission-based organization, this one is an excellent match for you.
  • Combine grant management, application management, customer management, and many modules in one platform.
  • You can customize dashboards and other features to fit your organizational needs. 
  • It has a project management module for team collaboration and communication. 

Why use Salesforce CRM instead of Zengine by WizeHive?

  • It offers a rule-based lead scoring for easy qualification. 
  • The platform includes a powerful process builder for creating apps and workflows.
  • It has a powerful reporting and analytics engine.
  • It has a visual workflow and is very easy to use.

Detailed Zengine by WizeHive Review

What is the Top Alternative for Salesforce CRM?

There is no clear-cut answer for everyone. This is because every business has its special needs. Most may only need a top-tier general CRM software solution. Some may customize it for their needs. Others may just need the vanilla versions and nothing more. However, there are highly-specialized CRM solutions, as you may have read above. Some are special when it comes to their target audience, like vCita concentrating on SMBs. Others like Avochato are unique for offering phone-based CRM support operations.

But, if you should force us to choose which one is the top alternative to Salesforce CRM, then we’d choose the one that is highly similar to it yet excels in one key aspect. This, of course, being listed at the top, is HubSpot CRM, the comprehensive end-to-end solution for all your customer relationship management needs. It is very similar to Salesforce.

However, one good thing that comes with it is that it offers its CRM platform for free. Yes, this is its basic deployment for its entire suite of products. Other products and modules are all based on a CRM framework, including HubSpot Marketing and HubSpot Sales. Thus, you can scale the software as you go along and grow your company. If you want to investigate the features closely, you can easily do so when you sign up for HubSpot CRM free app.

Lastly, if you are a small business owner, you should check out our list of CRM solutions for small businesses in 2020.

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. No stranger to small business hiccups and drama, having been involved in a few internet startups. Prior to his for-profit ventures, he has had managed corporate communications for a Kansas City-based Children International unit.

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1 Comments »
P. Roller says:

None of these reviews mention the security model that underpins the CRM. Salesforce has become so widely used, in part because they take data security so seriously. The Salesforce security model is extremely flexible and provides surgical precision in terms of who can see what data and who has access to view/create/edit and delete data. Yet it is also easy to manage security in broad bands of users so that managing security does not become a full time job by itself. Many backend tools exist for the system administrator. This is not true for HubSpot, as an example, in my experience.

For most companies, the data in their CRM is their greatest asset. The security model is critical.

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