
What to Cut First From Your CRM Shortlist Before Demos
A practical guide to removing weak CRM options before demos, trials and vendor calls.
Learn morePipeline discipline, activity tracking and forecasting for teams with a quota. 10 picks, ranked by editor rating.
A sales team needs a CRM that reps open voluntarily. If logging a call takes six clicks, the data will be wrong by Friday and the forecast will be fiction. The tools here are built around the daily motion of selling: work the list, move the deal, schedule the next step.
For managers the test is different: can you see pipeline coverage, stage conversion and rep activity without exporting to a spreadsheet? Every platform in this category answers yes, with different levels of depth and very different price tags.
Open a profile for the full review, pricing and the link to the official site.
Phone, email and chat built into the CRM from day one.
Freshsales is the sales CRM from Freshworks, the company behind the Freshdesk help desk. It combines contact and deal management with a built-in phone, email, chat and WhatsApp, so a rep can run a full day of outreach without leaving the product.
A sales pipeline first, everything else second.
Pipedrive was created by salespeople who wanted a CRM organized around the pipeline rather than around a database. The main screen is a board of deals by stage, and the whole product pushes reps toward one question: what is the next activity on each deal?
A friendly all-in-one CRM with support that answers.
Nutshell is a sales CRM for small and midsize B2B companies that puts ease of use and customer support first. Contacts and storage are unlimited on every plan, and the pipeline can be viewed as a board, a list, a chart or a map of where your leads are.
The most CRM per dollar, if you are willing to configure it.
Zoho CRM is the flagship of the Zoho suite, a catalogue of more than forty business applications from a privately held company known for aggressive pricing. It covers leads, deals, workflows, scoring, forecasting and analytics at a price per user that undercuts most competitors by half or more.
Built for high-volume inside sales with calling at the core.
Close is a CRM designed for inside sales teams that reach prospects by phone, email and SMS at high volume. Calling is native: reps dial from the browser, calls are recorded and logged automatically, and the power dialer moves through a lead list without manual dialing.
The enterprise standard, now with a small-business starter plan.
Salesforce Sales Cloud is the product that defined cloud CRM and remains the reference for large sales organizations. It can model nearly any process through custom objects, the Flow automation builder and thousands of AppExchange applications, backed by the largest community of administrators and consultants in the industry.
A sales CRM that shares its customer view with support.
Zendesk Sell, built on the former Base CRM, is the sales product of the Zendesk customer service suite. Its main advantage is context: a rep can see open support tickets before calling a customer, and an agent can see the deal in progress before answering one.
A CRM built around WhatsApp and messaging sales.
Kommo, previously known as amoCRM, is a sales CRM centred on messaging. It brings WhatsApp, Instagram, Facebook Messenger, Telegram, live chat and email into one inbox, and every conversation becomes a lead in a visual pipeline.
A configurable sales platform for midmarket companies.
SugarCRM is one of the longest-standing alternatives to Salesforce in the midmarket. Its sales product, Sugar Sell, offers deep customization, process automation and reporting, and can be connected to ERP systems, which explains its popularity among manufacturers and distributors.
A CRM with project delivery built in.
Insightly combines a traditional sales CRM with lightweight project management. When an opportunity is won it can be converted into a project with pipelines, milestones and tasks, so the people delivering the work see the full history of what was sold and promised.
| CRM | Editor rating | Starting price | Free plan | Key features | Best for | |
|---|---|---|---|---|---|---|
| 4.4 | Free / $9 per user | Yes | Startups and inside-sales teams that call and email all day | Profile | ||
| 4.4 | $14 per user | No | Sales teams that live in the pipeline view and want speed over breadth | Profile | ||
| 4.4 | $13 per user | No | Small B2B teams that want sales and email marketing without complexity | Profile | ||
| 4.3 | Free / $14 per user | Yes | Budget-conscious teams that need customization and the wider Zoho suite | Profile | ||
| 4.3 | $19 per user | No | SDR and inside-sales teams that make hundreds of calls a week | Profile | ||
| 4.1 | $25 per user | No | Growing companies with complex processes and someone to administer it | Profile | ||
| 4.1 | $19 per user | No | Companies already running Zendesk for customer service | Profile | ||
KoKommo | 4.1 | $15 per user | No | Businesses that sell through chat apps and social messaging | Profile | |
SuSugarCRM | 4.0 | $19 per user | No | Midmarket firms with detailed processes, especially in manufacturing and distribution | Profile | |
| 4.0 | $29 per user | No | Service businesses that need to track the work after the deal closes | Profile |

A practical guide to removing weak CRM options before demos, trials and vendor calls.
Learn more
A candid shortlist of CRMs for Gmail users, from inbox-first tools to broader sales systems for growing teams.
Learn more
The biggest CRM is not always the safest choice. Here is when SMBs should skip it and shortlist simpler options.
Learn moreAffordable, quick to set up and broad enough to replace three other tools.
Real free plans with no time limit, and the catch behind each one.
Cheap seats, fast setup and room to change your process every quarter.
Depth, governance and customization for complex sales organizations.
One contact record for campaigns, lead nurturing and the sales pipeline.
CRMs that live inside the inbox and fill themselves in.
Built-in dialers, call recording and SMS for teams that live on the phone.
Short learning curves for teams that have abandoned a CRM before.