CRM & sales
Organize relationships, improve follow-up and make your pipeline easier to manage.
Define your must-haves, existing systems, implementation capacity and budget. Use the same requirements when you compare providers.
Read the evaluation guideAlphabetical coverage, without a universal ranking.
Close is a sales CRM that combines lead and pipeline management with email, calling, SMS, sales workflows and activity reporting.
Consider when: Sales teams that regularly call and email prospects and want communication history, deal progress and follow-up work within the same workspace.
Read buying considerationsSalesflare is a B2B sales CRM that combines visual pipelines, automated contact and activity capture, email sequences and follow-up reminders.
Consider when: Small sales teams that manage relationships through email and meetings and want a shared view of deals and next actions.
Read buying considerationsZoho CRM combines lead and deal management with configurable workflows, reporting and edition-dependent process, inventory and access controls.
Consider when: Small and growing teams that need a configurable sales process and can assign responsibility for CRM setup, integrations and data quality.
Read buying considerationsRecord which requirements are documented, which were demonstrated and which remain unresolved. Confirm the package, implementation, support and complete cost directly with the provider.
Use the buying checklistBring a clear requirement, a consistent checklist and the questions that matter.
