Best CRM Software for Zoho Directory

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

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.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

A prominent player in the realm of survey solutions, responding to 20 million inquiries each day. Maintain a competitive advantage by genuinely grasping your customers' perspectives. Customer satisfaction surveys enable you to engage with individuals across various interaction points, revealing their desires, needs, and expectations. Discover the effectiveness of your strategies and areas needing improvement directly through employee feedback. Assess workforce satisfaction, perform comprehensive reviews, or distribute compliance assessments. Regardless of your role, be it in HR or as a team leader, employee surveys provide the insights you require. Gain access to global opinions at your convenience—market research surveys simplify the process of gathering feedback from both current and potential customers, evaluating concepts, and measuring brand recognition. Become part of the 98% of Fortune 500 companies that trust SurveyMonkey for data powered by the people. With the ability to analyze trends and preferences, you can make informed decisions that lead to greater success.

Manage your projects in a manner that suits you best using Airtable. This versatile collaboration tool merges the capabilities of a relational database with the straightforwardness of a spreadsheet, offering a seamless experience. It is compatible across various platforms and devices, ensuring that data is synchronized instantly. Users have the option to display their tasks through a variety of formats, such as grid, calendar, Kanban, gallery, or forms, making it easier to visualize their workflow. With its intuitive interface, Airtable enables teams to enhance productivity while maintaining organization.

Instant happiness, instant responses With Zoho Desk's embeddable Chat widget, you can respond to customers immediately. The embedded chat widgets of Zoho Desk allow you to be at your customers' side when they can't find the answer in your Help Center. Customers can instantly contact your agents via the Help Center to get answers and help faster. Agents can convert chat conversations into tickets if a customer has a more complex issue. Agents can save all chat conversation context, so there is no lost time. Your chat tickets can be left with the team's trusted experts. Zoho Desk allows you to assign tickets from different channels to specific agents and teams. This allows agents to work more efficiently and customers can feel secure.

Boost your sales performance with Zendesk Sell, formerly known as Base, which is an innovative CRM solution tailored for contemporary sales teams. This platform streamlines the processes for small, mid-sized, and large enterprise sales teams, enhancing their productivity and improving visibility into their sales pipelines. With its user-friendly interface, teams can easily access and analyze pertinent data, prioritize leads and opportunities, and initiate sales actions driven by insights. Users can make calls, send emails, schedule meetings, and track deal histories all in one convenient location, eliminating the need for tedious manual logging. When it's time to finalize transactions, Zendesk Sell empowers you to do so from anywhere, putting the capabilities of a desktop sales tool right in your pocket—even without an internet connection. Unlike traditional sales management solutions that can be cumbersome and challenging to navigate, Zendesk Sell is designed for simplicity, ensuring that sales representatives can focus on what they do best—selling. This modern approach not only enhances efficiency but also fosters collaboration among team members, making it an invaluable asset for any sales organization.

Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process.

LiveChat is the fastest and most efficient way to assist customers. LiveChat is a top-rated live chat and help desk software for businesses. It transforms teams into customer service superstars through its simple and intuitive applications. LiveChat offers a wide variety of add-on modules to support sales and marketing automation, as well as integrations with third party customer relationship management (CRM).

Zoho SalesIQ is a customer engagement, live chat and analytics platform that combines all of the best features of Zoho SalesIQ. It unifies all your marketing, sales and customer support efforts, giving your customers a great experience and driving business growth. Get to know your prospects and start the right conversation with them. SalesIQ is optimized for B2B and B2C businesses, regardless of size. It features built-in audio calling, screen-sharing, visitor information, lead ID, a drag-and drop custom bot builder, and an AI-driven chatbot that automates customer engagement. It is trusted by more than 450,000 businesses, including giants such as Mahindra Group and Renault, IIFL. Suzuki, Zee5, Fluitec and Borner Corp., to serve their customers at all stages of the customer lifecycle. Our live chat software starts at $0 and scales with your business without burning any holes in your pocket.

Front is the all-in-one customer service platform built for collaboration. Our powerful customer service platform makes five-star service attainable for over 9,000 businesses like yours.

Bigin by Zoho CRM is specifically designed to meet the unique demands of small businesses, emphasizing simplicity while ensuring essential functionality. With its carefully selected CRM features, Bigin enables small enterprises to optimize their sales processes, secure more deals, and accelerate their growth. Users can easily deploy web forms to gather visitor information from their websites, and communicate seamlessly through integrated email capabilities. The platform provides a comprehensive timeline of interactions with prospects, allowing businesses to maintain a clear overview of their engagements. We strongly believe that every business, regardless of size, can benefit from having a CRM system in place, as relying on outdated spreadsheets for managing customer interactions is no longer viable. Bigin aims to deliver an intuitive CRM solution equipped with the necessary features and offered at an affordable price. By eliminating the complexities of traditional CRMs, Bigin simplifies the setup process, streamlines daily activities, enhances customer relationship management, and ultimately facilitates more rapid business growth. With Bigin, small businesses can confidently take charge of their customer interactions and focus on their core objectives.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

Create and implement any customer journey effortlessly and at scale with the leading all-in-one Customer Operating System designed to enhance your customer success. Choose from predefined journeys or customize your own to fit your needs, utilizing best practice templates readily available for various initiatives. Instead of starting from the ground up, you can securely integrate all your customer information to achieve a comprehensive view of each individual. The platform is straightforward to manage and maintain, allowing you to oversee all aspects from a single interface. Designing, executing, and assessing your top customer interactions has never been this accessible. Streamline workflows throughout your organization and elevate your digital engagement through tailored communications for every single user. With its modular and flexible design, it provides everything necessary to quickly launch, track, optimize, and expand your efforts while ensuring a seamless experience for both you and your customers. This innovative solution empowers businesses to adapt and thrive in a rapidly changing marketplace.

NationBuilder powers thousands of advocacy, fundraising, and campaign initiatives around the globe. One intuitive system allows you to engage your supporters, volunteers, donors, and donors when it is most important. This includes a fully integrated website, supporter database, simplified fundraising, advanced email and messaging, and streamlined email and texting. With dynamic profiles that automatically update with each interaction, you can bring your supporters to life. Trusted by over 9,000 customers in 112 different countries

Teamwork CRM offers a user-friendly sales management tool that allows you to distinctly categorize your leads and opportunities into separate pipelines. This feature enhances your oversight and governance of the sales process, eliminating the hassle of managing leads through various spreadsheets and emails. With Teamwork CRM, you gain comprehensive insights into your sales journey, enabling you to expedite the process and ensure that no opportunity is overlooked. By consolidating all relevant information from initial contact to deal closure, your team can concentrate on priorities and monitor the advancement of each deal at every phase of the sales cycle. By distinguishing between leads and opportunities, you can foster a more results-oriented pipeline, ultimately leading to more accurate revenue forecasts. Enhanced visibility not only streamlines operations, but it can also contribute to a significant increase in revenue generation, empowering your team to achieve better results. This systematic approach can transform how your sales team operates, making it easier to identify bottlenecks and optimize strategies for success.

RingCentral's RingCX is an advanced contact center solution that leverages artificial intelligence to optimize customer support and improve communication. By unifying voice, video, and more than 20 digital channels on a single platform, it allows agents to connect with customers using their preferred modes of communication. The integration of RingSense AI enhances the experience by providing immediate insights, automating various tasks, and supporting agents throughout the customer journey, thereby boosting agent efficiency and overall customer satisfaction. With its intuitive interface and easy setup, businesses can quickly adopt RingCX, often within just a few days. The service is competitively priced, starting at $65 per user each month, which encompasses unlimited calling and access to essential contact center functionalities. Additionally, this solution is designed to scale with business growth, making it a flexible choice for companies of all sizes.

Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically.

ChurnZero, a real-time Customer Success Platform, helps subscription businesses combat customer churn. Its software solutions enable businesses to understand how customers use their product and assess their health. This allows them to improve product adoption and increase renewal rates. Businesses can also personalize their customer experience by providing timely and relevant touchpoints.