Whether you’re a single practitioner or a accounting firm of 15 employees (or 500!), finding a good CRM is critical for managing incoming leads and prospects. Before diving into any CRM system, even if it was built for accountants, it’s important to think through what you need the software to do. How complex (or simple) does it need to be? What is your budget? How many people will be using it? The more you think through these questions that better chance you’ll have at finding the perfect application.


 

SalesForce

 

What it does:

The long standing cloud leader, salesforce is one of the original CRM tools. It helps you manage and track leads, and assign managers, task, and updates inside the client profile.

Main Features:

 

Free Trial: (Yes/No)

Yes, 30 day free trial

Pricing:

Yearly contracts, starts at $25/user per month

Cloud based?  Yes

Website:

http://www.salesforce.com/sales-cloud/overview/

 


 

SugarCRM

 

What it does:

SugarCRM Allows you to have one of a kind customer relations while utilizing the most useful and cost-effective CRM available. Sugar is used by over 1.5 million people, and is widely known as a “visionary” approach.

 

Main Features:

  • 360 Degree view of your customers
  • Expert collaboration
  • Social Selling
  • Mobile capabilities
  • Real-time pipeline management
  • Workflow and approvals
  • Email, calendar and file management
  • Sales Analytics
  • Data enrichment

 

Free Trial: (Yes/No)

Yes, 7 day free trial 

Pricing:

Three different plans available starting at $35 a month 

Cloud based?

Yes

Website:

http://www.sugarcrm.com/

 


 

Microsoft Dynamics 

What it does:

Recognizing that the world is becoming more complicated while we’re becoming more connected, the business solutions from Microsoft Dynamics offer a way to invigorate these connections with collaboration and real-time information. Microsoft Dynamics brings people together using technology in order to create a great customer experience. 

Main Features:

  • Sell Effectively
  • Give Customers Omni-channel Solutions
  • Market Smarter
  • Social for everyone – Connect authentically
  • Services allow you to manage clients better than ever
  • Make your customers’ assets your business

Free Trial: (Yes/No)

No free trial

Pricing:

$65 a month

Cloud based?

yes

Website:

http://www.microsoft.com/en-us/dynamics/default.aspx

 


 

Solve 360

 

What it does:

Helps you strengthens the relationships you have made with your customers by targeting specific contacts for marketing campaigns, and helps you track sales and company progress with great reporting qualities. Solve 360 is proud to say that works alongside with google apps more than any other CRM available.

Main Features:

  • Templates
  • Custom field and category tags
  • Link Emails
  • Report and update activities
  • Mobile
  • Pre-integrated cloud capabilities
  • API and webhooks 

Free Trial: (Yes/No)

Yes, free trial

Pricing:

Plans start at $39 a month

Cloud based?

Yes

Website:

https://solve360.com/

 


 

Zoho CRM

 

What it does:

Zoho will help you prioritize in order to sell faster. With the ability to track your sales activities, connect with your customers, and extend your CRM, you’ll be creating a more efficient business experience for yourself and your customers. With Zoho, you can mold your company into a customer-focused business.

Main Features:

  • Capture leads from your website
  • Improve your workflow
  • Data Driven marketing
  • Visitor tracking
  • CRM on the go (mobile)
  • CRM for Google

Free Trial: (Yes/No)

Yes, Free trial

Pricing:

Plans start at $12 amonth

Cloud based?

Yes

Website:

https://www.zoho.com/crm/

 


 

Close.io

 

What it does:

Provides beautiful sales workflow with no manual data entry while also allowing you to make and receive more calls. Simply put, Close.io wants to help you “Close more deals and make more sales.”

 

Main Features:

  • Users can mix and match plans
  • 2 way email integration
  • CRM migration tool
  • Make actual calls
  • Unlimited international calling
  • Integration with other services

 

Free Trial: (Yes/No)

Yes, 14 day free trial

Pricing:

Plans start at $59 a month

Cloud based?

yes

Website:

http://close.io/

 


 

BASE CRM

 

What it does:

Base is all about promoting the “Intelligent Sales Productivity Platform.” Base can help you keep your customer relationships solid and ensure your connected going into the future with your business. All the capabilities of lead management from base offer a CRM experience unlike any other. 

Main Features:

  • Take control of your sales
  • Manage customers
  • Work with leads
  • Take Base everywhere
  • Call directly from Base
  • Sort Email automatically

Free Trial: (Yes/No)

Yes, 14 day free trial

Pricing:

Starts at $15 per seat/per month

Cloud based?

yes

Website:

https://getbase.com/

 


 

Pipedrive

 

What it does:

Pipedrive is CRM done for the sales team, made by the sales team. With Pipedrive, you will always have a good look at the overall productivity of your sales pipeline. Pipe drive is inherently effective, because excellent sales approaches are built into the software.

 

Main Features:

  • Timeline view
  • Customize everything
  • Mobile apps and Google apps integration
  • Powerful API
  • Multi-language and multi-currency

 

Free Trial: (Yes/No)

30 day free trial

Pricing:

$12 per user per month

Cloud based?

yes

Website:

https://www.pipedrive.com/en/home


 

Method CRM

What it does:

Method makes it so easy to communicate and pay attention to customers, there’s no way your staff won’t do it. Method is proud to say that we integrate with Quickbooks better than any other CRM. We believe in tailoring the workflow of the CRM to fit individual preferences, and that’s exactly what you experience with Method CRM.

 

Main Features:

  • Stay organized with Contact manager
  • Quickbooks sync
  • Customize workflows
  • App integration
  • Do more with method add ons

 

Free Trial: (Yes/No)

Yes, 30 day free trial.

Pricing:

Starts at $25 a month per user

Cloud based?

yes.

Website:

https://www.method.me

 

 


 

Nimble

What it does:

Nimble has redone CRM by creating the first “intelligent relationship platform.” Automatic pulling of contacts, email conversations, and social signs into one common place allows you to access the information no matter where you are working from.

Main Features:

  • Better contact management
  • Better Activity management
  • Responsive social listening
  • Take advantage of social sales
  • Unified inbox

 

Free Trial: (Yes/No)

Free 14 day trial

Pricing:

Starts at $15 a month per user

Cloud based? yes

Website:

http://www.nimble.com/

 

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