Best CRM Software for Storydoc

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Intercom is an AI-driven customer service platform designed to help businesses deliver fast, personalized support across multiple communication channels. Established in 2011, the platform includes advanced AI-powered tools such as the Fin AI Agent for instant, automated responses, AI Copilot to assist support teams with real-time solutions, and AI Analyst for actionable insights. Serving over 25,000 companies worldwide—including major brands like Atlassian, Amazon, and Microsoft—Intercom facilitates over 500 million customer interactions each month. With a strong focus on innovation, the company continuously enhances customer engagement and support efficiency. Headquartered in San Francisco, Intercom also operates offices in Chicago, Dublin, Sydney, and London to support its global customer base.

The Outreach Sales Execution Platform allows sales teams to create pipeline efficiently and predictably close a greater number of deals. Outreach is the only platform that empowers all sales organizations -- from sellers, to front-line managers and sales leadership to ops -- to close more pipeline. If you want to win more sales by personalizing, prioritizing and analyzing your sales activities, then turn to Outreach. Outreach is the #1 platform for sales engagement that helps sales teams be more effective. Outreach can help you achieve your sales targets by optimizing workflows and creating pipelines. The top tools include sales sequences, dialer, tracking and email, outreach everywhere, content and email templates, analytics, reporting, and coaching analytics.

Calendly makes it easy to schedule meetings without having to send back and forth emails. Calendly takes the hassle out of connecting with others, so you can do more. Calendly makes scheduling easy. It's easy to set up. Calendly will take care of the rest. You can send Calendly links to your friends via email or embed it in your website. They choose a time and the event is added in your calendar. It works with your Google, Outlook and Office 365 calendars so you are never double booked. You can set buffer times between meetings, prevent last-minute meetings, create secret events types, and much more. Supports 1-on-1, round-robin, and collective availability meetings. Instant timezone detection for all your invitees to ensure everyone is on the same page. Automate tasks using Zapier, Salesforce, GoToMeeting and Zapier. It works great for individuals, teams, and departments.

ZoomInfo is a leading business intelligence platform that provides companies with comprehensive data and insights about businesses, professionals, and market trends. It helps organizations streamline their sales, marketing, and recruitment efforts by offering detailed profiles, contact information, and firmographics for millions of companies and decision-makers. ZoomInfo leverages AI-driven analytics and data mining to deliver actionable insights, helping businesses identify new opportunities, optimize outreach, and make informed decisions. With tools for lead generation, account management, and sales prospecting, ZoomInfo is widely used by sales and marketing teams to accelerate growth, improve targeting, and enhance customer engagement.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Chili Piper Meetings is an automated scheduling tool that helps revenue teams convert more leads to qualified meetings faster. After submitting a form on the website, our intelligent Concierge product makes it easy for prospects to book a meeting and/or start a call. Chili Piper uses smart rules, rather than the traditional inbound lead management method, to automatically qualify and distribute leads to the right reps. Our software allows companies to automate lead handoffs from SDR to AE and book meetings via marketing campaigns or live events. Forrester, Square, DiscoverOrg and Spotify use Chili Piper to create amazing experiences for their leads and, in turn, double the number of leads that they convert into meetings.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

LivePerson's Conversational Cloud is a preferred choice for some of the most innovative brands in the world. Our AI-powered Conversational Cloud made it possible to have over a billion brand - consumer conversations. We make it easy to make purchases and ask questions in the same messaging channels that consumers use every day. LiveEngage now has the Conversational Cloud, an AI-powered command centre for consumer conversations. Intent Manager allows you to see the intentions of your customers in real-time, as well as how well they are being fulfilled and those that can easily be automated. Create chatbots powered by AI that can work with human experts to fulfill the needs of your customers at scale. Conversation Builder is a simple and intuitive interface that allows you to create automated conversation flows. Conversation Manager is a dynamic workspace that allows you to interact with consumers and manage conversations. It is available on both desktop and mobile.

Flourish is a business management app that is specifically designed for direct sales professionals. Get organized so you can focus on selling! You can live your Flourish life from anywhere you have internet access. It can be accessed from any computer that has internet access. It is safe, reliable, and convenient. Security is something we take very seriously. All activity is encrypted with SSL and data is backed-up daily. Flourish was created exclusively for direct selling professionals. We are constantly updating industry-specific features. Your Direct Sales company won't provide the tools you need to make your business a success. Our priority is to equip you with the best tools. Flourish is a personal assistant as well as a bookkeeper, stock boy and techie. There are many business management software options. They're all too generic and don't fit every business.