There are over 700 (!) available today, so it can be difficult to choose the right one..
That’s why I’m going to clearly explain when to go with which cloud CRM.
I will also compare the best options by combining their review scores across multiple independent platforms.
Elección y clasificación de los CRM basados en la nube: metodología
There are about three questions to consider when choosing a great cloud-based CRM:
Does it work for your use case and your business?
Does it match the rest of your sales tools?
To answer question 1, start with su caso de uso exacto y business type:
Are you a small or medium-sized business (SME) that actively sells B2B? Salesflare is probably best for you.
Are you in the real estate business instead? Check out our Propertybase review in this article.
Do you have another type of B2C business and need something for sales? Check out Pipedrive o Freshworks CRM . (Or you can also check out these complete lists of the best sales CRM y best lead tracking software).
Are you an SME but more focused on Cloud-Based CRM Software marketing automation? Check out HubSpot o ActiveCampaign.
Want something that can do literally everything and isn’t built for anything in particular? Sounds like Zoho CRM Plus.
Do you work for a company with more than 200 employees? You probably need a business CRM like Salesforce.
To answer question 2, consider whether the CRMs you’re looking at are a great fit for your sales toolset . I’ve written specific breakdowns for the following:
And finally, for question 3, you can look for CRMs that are highly rated by their users across all platforms. To do so, check out the cloud CRMs on this list and their overall ratings.
These overall review ratings are obtained by combining three ratings into one:
Product Review from #1 B2B Software Review Site (G2)
Mobile App Rating, from the #1 Mobile App Store (Google Play)
Email Plugin Reviews from the #1 Email job seekers database Plugin Marketplace (Google Workspace Marketplace)
This way, you know you have a cloud-based CRM that delivers on all fronts.
Ranking of the 7 best cloud CRM software
To compile this ranking, I reviewed a list of Cloud-Based CRM Software around 700 potential CRMs to make a shortlist. I then tested each of the 7 selected cloud CRMs first-hand and researched them in detail for you below.
It’s made to gather all the data from where it already is (your Office 365 o Google email , calendar, phone, social networks, company databases, email signatures, email & web tracking , …) and uses it to help you better track your leads..
The flip side of this is that some companies aren’t used to sharing so much information within the team, although this has been changing dramatically in recent years, and Salesflare has introduced a new permission system for companies that want to limit some of that newly created transparency.
I’ve looked at several CRMs
I signed up for Hubspot. It seemed good, but a lot of limitations and much less automation. I actually bought a subscription for Salesforce. It seemed cmo email list so fresh, Cloud-Based CRM Software but difficult integration with my Outlook for Mac Office 365, and a very big learning curve. Data entry intensive, compared to Salesflare. Salesflare seems much more intuitive and leverages AI at tremendously affordable costs.” writes Rocco D. , Business Developer at a building products company, about Salesflare.
When testing Salesflare, there are three features that immediately stand out: automatic data entry, email and meeting tracking, and LinkedIn integration.
As soon as you connect your email what are the most visited telegram data and calendar, will automatically start pulling in contact information, company data, and even Cloud-Based CRM Software social media profiles. This eliminates the need for manual data entry, making it easier to create comprehensive customer profiles.
The email and meeting tracking feature is equally impressive. Every email you send and receive is automatically logged, showing you when it was opened and what links were clicked. Meetings are recorded with notes and action items added to your timeline, so you have all the context you need for each interaction.
