14 Best CRM for Sales Teams in 2024

Using the best CRM for sales teams can be crucial to your company's growth. Your sales reps will count on effective tools to automate tasks, follow up on customer interactions, and analytics features that indicate deal opportunities you should act on.

With a high-quality CRM, you can centralize communication with your customers, and create profiles for all of them. This way, your agents can check previous interactions, and analyze the person's behavior to define the best approach to close a deal.

What is CRM?#

Short for Customer Relationship Management, CRM is a software that stores data about previous interactions with customers and leads in one place. It provides analytics features so you can understand your customer's demands and create effective strategies to communicate with them and solve their pain points.

A high-quality CRM for sales teams is a valuable tool for creating a personalized sales pipeline that will serve as a guide for developing marketing and sales campaigns. You can also use it to create, assign tasks, and keep track of them.

In a single platform, you have the full interaction history of every client, from the first time they visit your website to their last purchase. This helps to understand them better and provide a more personalized experience, for example, by identifying relevant products and content for each person.

A CRM records and analyzes calls, emails, and other document information, which also are used to develop reports about sales and marketing performance. You can use this to have new insights, and increase revenue.

The advantages of using a CRM for Sales Teams#

Keep important data organized#

Having your sales data centralized in a CRM is much more efficient than using multiple platforms to store documents, reports, and other important data. This way you diminish the risk of losing important information.

With a CRM, you can organize reports and other crucial information by segmenting and categorizing them. The best CRM platforms enable you to control who can access each data, you can define who and what each person on your team can access.

Improve customer experience#

In a competitive market, mainly when it comes to e-commerce, one of the most important successful factors is being able to offer an incredible customer experience.

That's what turns leads into loyal customers, which makes brands be reminded and recommended by their clients. Many people are willing to pay more, just to buy or hire service from a company that shows concern and cares for them.

A CRM gives you valuable information about your customers’ main characteristics, like age, location, and gender. By understanding their preferences, you can identify their pain points and create marketing strategies to show how your company can help to solve them.

Also, you won't lose track of your leads’ actions, you can follow up every activity and pay attention to the replies. Having a system that notifies you when a prospect makes an action is essential to avoid missing deal opportunities.

More productivity#

When you manage your time better, you and your team can focus on more important business activities. Your sales team can delegate repetitive tasks to be done automatically by the CRM, and focus on more important tasks such as developing sales strategies and interacting with customers.

Stimulate teamwork#

Since the whole sales process is going to be registered at the CRM system, the sales team can learn a lot from each other, see which are the most successful actions applied, exchange experiences, and have a broader vision of all the buyer stages.

Everyone can contribute to developing better practices together, but that depends on the company environment. Encourage your employees to study the data available in the CRM platform, and share their ideas.

Increase Sales#

CRM will help you sell more by giving tools that enable your team to perform their work more efficiently. They will be able to know the prospects better and analyze previous interactions to find the best way to approach them.

Besides, with the analytics features, you can make data-driven decisions, instead of guessing. Using a CRM for sales teams can be the next move towards conquering your long-term goals. You will have a complete set of tools created to help with customer management.

Retain Customers#

As you diminish errors and offer better resources to your team with the CRM of your choice, customer satisfaction improves. As a consequence, your business ends up retaining more customers as this is directly connected to the capabilities of offering good service.

Aspects to Consider When Choosing CRM for Sales Teams#

Some basic features should be considered before deciding which CRM platform you are going to use. Pay particular attention to that.

Sales Tools#

A CRM system must allow you to record every sales history. In the implementation process, The CRM must allow you to integrate with other tools to keep track of your leads and customers' activities automatically.

Another important tool is being able to create a personalized sales pipeline. Each company and sector has its particularities, adding it to the sales process is going to help guide your team to define actions to make more sales.

Marketing Integration#

The data CRM stores are very valuable when it comes to marketing, counting on a platform that has marketing features integrated into it makes the process much more efficient. You will be able to develop, and manage campaigns and analyze them aligned with the sales process.

Observe if the CRM you are choosing allows you to integrate with your website, email, SMS, and social media. It will help your sales and marketing team to work in sync, make better use of the data, and consequently increase revenue.

Lead Scoring#

Leads have several characteristics that enable you to divide them into categories. Each one is in a different stage, some are more likely to make a purchase than others. Choosing a CRM that uses artificial intelligence to detect selling opportunities will help you close more deals.

Task Management#

Another essential feature of a good CRM is enabling you to create and assign tasks, set deadlines, and follow up on how each activity is done.

As a consequence, you will be able to manage your team better, offer them more precise feedback, and help with insights. It's also easier for everyone in the team to organize their time, and identify what needs to be prioritized.

Mobile App#

Nowadays, smartphones are used as computers, and having a CRM that offers a mobile app will facilitate things for you. Its app should enable you to track activities, add and edit information, and send messages to your customers from your smartphone.

Data Management#

A good CRM for sales teams must allow you to manage data in the best way, creating contacts lists, keeping track of their history, and recording each action they make when interacting with your business.

It also has to give you the ability to customize the sales process, so you can manage the deal stages in a way that better suits your company, segment your contacts, create tags, and much more.

Store the data isn't enough. It needs to be easily found and strategically organized to enhance productivity and avoid missing opportunities. Pay attention if the CRM system you choose offers that.

14 Best CRM for Sales Teams in 2024#

1. Brevo#

Brevo allows you to manage all your customers’ relationships in one place. You just need to subscribe, and upload your contacts' information to begin. Notes from previous calls and meetings and documents can be added to each contact's profile.

You can use different lists to organize your contacts To develop a more effective communication system. For example, the stage they are in the buyer's journey, the acquisition source, or any other criteria that work best for you.

Inside the CRM dashboard, you will find the function to assign tasks where you can organize what every member of your team has to do, insert deadlines, and keep on track with each step.

This way, you will have a broader version of the actions that are being implemented and how they are affecting your customers' relationships.

Highlighted features:

• Simple to use
• Segment your contacts
• Assign tasks for your team members
• Add deadlines
• Attach documents and notes to each contact

2. Pipedrive#

Through Pipedrive you can track the communications history of each contact, such as emails, and calls, use artificial intelligence to learn where you can improve, and direct your leads into your sales pipelines, as well.

Besides, the platform provides customized metrics, so you can analyze according to your company's short and long-term goals. Also, it's possible to integrate Pipedrive with sales apps, making it even simpler to manage everything.

To help you keep your schedule and your team's tasks organized, you can create activity reminders, sync with Google Calendar, and customize the activity types. On the dashboard, Sales Pipeline, you will be able to add, find, and update your data, insert new contacts and deals, and organize them according to their buyer's journey stage.

Highlighted features:

• Track communications
• Automate tasks
• Receive customize reports
• Integrate with other apps
• Set activities reminders
• Centralized dashboard

3. Freshsales#

Freshsales is a CRM for sales teams that enables you to have a 360º view of your customers' steps, which will help you to deliver completely personalized experiences. On a centralized dashboard, you can manage the whole sales process, and automate time-consuming tasks.

Through the activity timeline tool, you can understand your customer's behavior, identify opportunities, and the best strategies to sell more. Freshsales AI will assist you by providing deal insights, based on data analysis.

To make it even simpler to manage your small business sales process, Freshsales allows you to customize the sales activities and the contact lifecycle stages, in a way that fits your company’s characteristics. You can integrate CRM with other important tools, such as PayPal, DocuSign, and Gmail as well.

Highlighted features:

• 360º view of your customers
• Custom sales activities
• Create contact lifecycle stages
• Automate tasks
• Integrate with several tools
• Activity timeline
• AI-based deal insights

4. RD Station#

RD Station is an all-in-one tool where you can manage your customer experience through different communication channels, control marketing campaigns, develop personalized journeys for them, automate tasks, and identify the best deal opportunities.

The platform offers specialized assistance to help you make the most advantage of its system. You will have access to educational content, and technical customer success specialists’ support.

You will also count on marketing and sales data to help predict results, follow each process, and analyze your strategies’ performance. The RD Station features are organized following the Sales Funnel, which is going to make it simpler to navigate through the system.

You can include to-do lists on the platform, share them with your team, assign each member tasks, and set deadlines. Besides, it's possible to define your goals, so you can compare the results and understand what needs to be changed.

Highlighted features:

• All-in-one tool
• Create personalized journeys
• Develop marketing campaigns
• Specialized assistance
• Access to data about your customers and actions
• Create projects and to-do lists

5. Zoho CRM#

Zoho CRM allows you to reach out to your customers through multiple channels, email, social media, or telephone, for instance. You will be notified when there is any interaction between customers and prospects. Besides, you can measure the effectiveness of each communication strategy by analyzing their data.

To optimize tasks and save time, Zoho provides several automation tools, you can set customers' follow-up actions, such as sending a welcome email when they subscribe to your newsletter.

Another advantage offered by the platform is the AI-powered sales assistant, Zia. It was designed to help you find the information you need in the CRM and also sends you reminders and suggestions about the best time to contact your leads.

Highlighted features:

• Fast implementation
• Reach customers across multiple communication channels
• Real-time notifications from customers’ interactions
• Automate tasks
• Trigger instant actions
• Real-time reports and insights
• AI-powered sales assistant

6. Bigin#

Bigin enables you to centralize all prospect information, emails, tweets, and much more in a single platform and keep a timeline of every interaction with them.

It also allows you to send mass emails, analyze the performance of email marketing campaigns, create personalized web forms, and it has built-in telephony features. You can manage the activities of your team, send notifications, and mention them to optimize time,

Highlighted features:

• Send mass emails
• Analyze your email marketing campaigns
• Create web forms
• Manage pipelines
• Create workflows
• Activity management
• Customize the way you view your data

7. HubSpot#

HubSpot CRM gives you access to detailed reports on sales activity. You also can follow up on your team's tasks, and individual performance. When you add a new contact, it's automatically enriched with data from over 20 million businesses.

Your sales team is going to be notified every time an opportunity is identified, making it much easier to connect with prospects. You will be able to integrate with more than 875 apps, manage marketing campaigns and sales in the same place, and count on 24/7 customer support as well.

Highlighted features:

• Centralized dashboard
• View of your entire sales pipeline
• Unlimited users
• Company insights
• Deal tracking
• Meeting scheduling

8. Salesforce#

Salesforce CRM software is going to help you integrate your sales, marketing, commerce, service, and IT teams. They will work aligned, regardless of where they are located, providing a better experience for your customers.

To implement effective marketing strategies, through Salesforce you can leverage customer data from multiple sources, trigger messages based on customer actions, and send personalized messages.

When it comes to sales, there are features for B2C and B2B models. You can create a personalized shopping experience with the platform AI help. Also, manage every communication channel in one dashboard, improving response time.

Highlighted features:

• All-in-one platform
• Marketing tools
• Connect commerce to every department
• Personalize shopping with artificial intelligence
• Unify communication channels
• Manage every channel from one view

9. Less Annoying CRM#

Less Annoying CRM was developed by a software engineer who realized the need for offering a platform that's simple to use and enables people to quickly implement it in their business. The software aims to provide an affordable solution for small businesses to enhance their workflow and automate tasks.

With the Less Annoying CRM, you can maintain all of your contact information in one place. Every customer will have a profile where you can see their interaction with your company, including notes, pipeline information, files, events, and tasks related to them. You and your team can check the assigned tasks and events on the CRM calendar.

Enjoy the lead report to keep track of every opportunity and avoid losing sales. You can also add as many collaborators as you want to the CRM so that every employee can use these tools as well. You control their access and decide what data they can see.

Highlighted features:

• Contact information in one place
• Team's events and tasks calendar
• Lead reports
• Add as many users as you need
• Customization tools
• Access from any device
• Free updates

10. Keap#

Every business has specific needs according to its size and the market it's inserted to, Keap acknowledges that and wants to offer a flexible solution. You can enjoy the 14-day free trial to get to know the tools provided better and make sure this platform is what you were looking for.

Use the platform to organize your lead and customer information in one place, so you can segment them and understand the customer journey. Then, you will be able to identify what can be automated and do it through Keap. The software enables you to send messages automatically, check the status of every deal, generate invoices, and much more.

Highlighted features:

• Automated lead capture
• Lead and customer data centered in a single platform
• Trigger personalized follow-ups
• Integrate with other apps
• Appointment reminder
• Advanced automation builder

11. Insightly#

With Insightly, you can centralize your customer data to close more deals and create efficient sales and marketing strategies. You have the opportunity to capture relevant information about your leads, identify the ones who should be prioritized, and assign tasks to your team based on that.

Customize the pipelines, automate repetitive tasks, create projects, and keep track of every process in the CRM. The Insightly software is scalable to grow with your business, and it has several customization options, so you can adapt to your company's needs.

Highlighted features:

• Scalable
• Lead management
• Lead tracking
• Automate tasks
• Capture quality data
• Project and task management
• Customizable CRM

12. Monday#

Being easy to use and to set up is one Monday CRM attractive. The software allows you to fully customize your sales pipeline, you can edit every deal stage, and add as many columns as you want. Automate repetitive work, and assign tasks to your team using the CRM tools provided by this platform.

You also can set reminders about upcoming activities, and receive notifications when a lead takes an important action, such as opening an email you have sent. You will be able to centralize the communication in one platform, saving time and preventing errors.

Highlighted features:

• Contact management
• Lead management
• Automate tasks
• Customize your sales cycle
• Centralize client communication
• Lead scoring
• Email tracking

Choose the Best CRM for Sales Teams#

As you can see, there are several CRM for sales teams that offer multiple tools to enhance performance and help you create and follow the best strategies to achieve your business goals. Now, it's your turn to make a choice, which CRM suits your company best?

Before choosing the CRM for sales teams that you will adopt in your company, it's important to define your goals and priorities. Make a list of the essential features you need in a CRM, and set up your budget. This will guide you in making the best choice.