Ever since the concept of sales came into existence, customer relationship management has been a regular practice. Maintaining customer relationships is a proven method for increasing the number of sales.
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Turn Sales Opportunities Into Successes with Kylas CRM.
Now that every business has realized that the success of their results depends on the behavior of their customers. They are moving from traditional methods to modern techniques to make every piece of customer data count. They are using CRM tools to optimize their efforts and meet the diverse needs of their customers.
However, with a number of options available on the market, finding the best CRM software in India is no less than a daunting task. That’s why we have decided to help you with a curated list of the best CRM tools in India based on their features, usage, pricing, and overall performance. Keep reading to find out what they are.
1. Best CRM Software in India to Consider
Whether you are a small start-up or a renowned enterprise, the CRM software you choose must fit your unique business requirements. Let’s take a look at our curated CRM tools list that will help you make an informed decision.
1.1. Kylas Sales CRM
Kylas is an enterprise-grade sales CRM software that is uniquely designed and engineered for SMBs. It helps businesses of all sizes, small and medium, streamline their sales efforts, engage with customers effectively, and grow faster.
It is built and priced for collaboration and allows businesses to onboard unlimited users and work seamlessly with their entire team on board. Kylas is user-friendly and offers a full stack of features including customizable pipelines, sales reports, tasks and reminders, integrations with third-party tools, and must more.
This easy-to-use sales CRM tool is beginner-friendly and designed to help businesses manage leads, prioritize the data, and maintain better customer relationships.
1.1.1. Key Features:
1.1.2. Third-Party Ratings:
1.1.3. Pros:
- Kylas lets you onboard unlimited users on the platform at a flat price.
- It offers workflow automation features to help optimize your sales process.
- You can integrate it with other essential business tools such as email, calendars, and social media platforms.
- It also offers a robust mobile app that lets you access data, get notifications, and manage meetings and tasks on the go.
- It’s easy to use and can be easily customized to meet your specific business needs.
1.1.4. Cons:
- The CRM doesn’t offer an offline system for saving documents if there’s no internet connection.
- Some users have reported issues when trying to contact customer service.
- Some modules don’t have layouts.
1.1.5. Pricing:
- Elevate- Flat INR 12,999/month
- Exceed- Starting from INR 75,000/month
1.2. LeadSquared
LeadSquared is a popular CRM platform that streamlines sales processes and offers great automation tools. It simplifies customer interactions based on the stored customer data and journeys. It automatically captures leads from various channels and assigns them to the right team members as per the sales processes.
1.2.1. Key Features:
1.2.2. Third-Party Ratings:
1.2.3. Pros:
- LeadSquared offers marketing automation solutions that make nurturing prospects and converting them into loyal customers easier and more efficient.
- You can easily create consistent sales processes by automating redundant tasks and data entries.
- It helps capture leads from different sources and filters them efficiently for further actions.
- It can be integrated with several tools that you already use for business.
- It also offers reporting and analytics tools that marketers can use to get actionable insights into the customers and business.
1.2.4. Cons:
- Some pages take a long time to load.
- Some users have reported issues with activity import.
- You can only export 100,000 leads at once.
- There is a limit to control for automation.
1.2.5. Pricing:
- Lite- INR 1250/user/month
- Super- INR 5000/user/month
1.3. Pipedrive
Pipedrive is a popular CRM software in India that fits teams of all sizes. It offers great usability and has a simple yet powerful design. It lets users organize their deals within pipelines and customize multiple stages as per the specific requirements of their sales cycle.
1.3.1. Key Features:
1.3.2. Third-Party Ratings:
1.3.3. Pros:
- Pipedrive offers several sales automation tools such as automated sales sequences, real-time customer engagement tracking, and campaign identification.
- It offers exceptional customer support.
- It is easy to use and set up.
- It offers a large number of integrations for lead generation, signing contracts, and project management.
- You also get great options for email communications and features for managing deals, leads, and pipelines.
1.3.4. Cons:
- It takes some time for users to learn and unlock the full potential of the CRM.
- Some users may find certain integrations complex to set up.
- It has limited functionality for the price.
- There are no separate lists of new leads and contacts.
1.3.5. Pricing:
- Essential- INR 820/user/month
- Advanced- INR 1649/user/month
- Professional- INR 3305/user/month
- Power- INR 4134/user/month
- Enterprise- INR 4962/user/month
1.4. Zoho CRM
Zoho CRM gives a complete view of your complete sales cycle and pipeline. It helps businesses of all sizes manage their customer relationship lifecycle. It serves as a single business system for sales, marketing, customer support & service, and inventory management.
1.4.1. Key Features:
- Omnichannel communication
1.4.2. Third-Party Ratings:
1.4.3. Pros:
- Zoho CRM offers a number of customization options such as custom layouts, fields, modules, and workflows.
- It offers lead analysis, insights about deals, activity statistics, and email analytics to help businesses make better business decisions.
- It keeps all your email communication with your clients organized and in one place which further helps in delivering personalized experiences to customers.
- You get great business management features such as built-in lead management, account management, etc.
1.4.4. Cons:
- Zoho CRM is a little more expensive than other options in the market.
- It is considered user-friendly, but it still requires some learning. If you are a business with limited technical expertise, you may want to consider a different option.
- It offers a vast range of features that you have to pay for but you may never use.
1.4.5. Pricing:
- Standard- INR 800/user/month
- Professional- INR 1,400/user/month
- Enterprise- INR 2,400/user/month
- Ultimate- INR 2,600/user/month
1.5. Salesforce
S>alesforce helps businesses manage customer data, sales operations, and marketing campaigns easily and efficiently. It helps improve rep productivity using the best business practices. The software offers several social collaboration tools that offer clear insights into individual contacts and business records within the organization.
1.5.1. Key Features:
- Comprehensive customer profiles
- Collaboration capabilities
1.5.2. Third-Party Ratings:
1.5.3. Pros:
- Salesforce helps businesses focus on individuals and create memorable customer journeys.
- It offers a vast range of integrations, industry-specific modules, and a highly scalable CRM solution for all businesses.
- You can easily automate a series of steps required in a business process such as email communication and customer follow-ups.
- It can help convert more leads into real-time opportunities and track all the leads for better decision-making.
1.5.4. Cons:
- Salesforce is expensive and the price increases with every user added.
- It has complex configuration and setup, and a cluttered interface that not many prefer.
- It has its own maintenance schedule, which frequently makes the application inaccessible.
1.5.5. Pricing:
- Starter Suite- INR 2072/user/month
- Professional- INR 6631/user/month
- Enterprise- INR 13676/user/month
1.6. HubSpot
Hubspot is also a well-known CRM tool in India that offers a real-time view of the entire sales pipeline on a visual dashboard. It offers detailed reports on sales activities, productivity, and individual performances. The CRM also helps track your team’s performance and identify opportunities for business growth.
1.6.1. Key Features:
- Opportunity pipeline (Deals)
- Email integration and tracking
1.6.2. Third-Party Ratings:
1.6.3. Pros:
- HubSpot offers a good user interface that makes it easy to use and navigate.
- Its support team is easy to access. You can chat with them, email them, or call them if you have a paid subscription.
- You can use its reporting features to view and analyze different business parameters and make better business decisions.
1.6.4. Cons:
- HubSpot’s free plan has limited functionality and only includes a few basic tools and features.
- Its reporting features are not very detailed.
- It has annual contracts and there are no early termination or refunds.
1.6.5. Pricing:
- Starter Tier- Starts at INR 1658/core seat/month
- Professional Tier- Starts at INR 8289/sales seat/month
- Enterprise Tier- Starts at INR 12433/sales seat/month
1.7. Freshsales
Freshsales offers a great range of features that any salesperson needs to capture quality leads, engage in meaningful conversations with them, drive AI-powered insights, and build strong customer relationships. Salespeople can easily automate their redundant tasks and increase their team’s efficiency and productivity.
1.7.1. Key Features:
1.7.2. Third-Party Ratings:
1.7.3. Pros:
- Freshsales has an easy-to-learn interface.
- It comes with a proactive AI assistant.
- It offers an extensive range of customization options.
- It offers various integrations to extend functionality.
1.7.4. Cons:
- You don’t get reports in the free plan.
- Some users have also reported issues with tech support.
- It may not be the most user-friendly CRM tool to use.
1.7.5. Pricing:
- Growth- INR 749/user/month
- Pro- INR 3,239/user/month
- Enterprise- INR 4,899/user/month
1.8. ClickUp
ClickUp is a great CRM that can help you manage your day-to-day communications including the data from prospects, contacts, and customers. It offers great CRM features such as custom fields, hierarchy management, auto-tracking, template database, etc. that work great for any business.
1.8.1. Key Features:
1.8.2. Third-Party Ratings:
1.8.3. Pros:
- ClickUp has a great range of features and an intuitive design.
- You get a tracking tool to stay on top of your tasks.
- It offers great tools for collaboration so that your team can work on opportunities as and when required.
1.8.4. Cons:
- You may not find some functions for administration in ClickUp.
- It has slow automation and limited layout options can make it challenging to use.
- Some users have also reported encountering bugs or glitches.
1.8.5. Pricing:
- Unlimited- INR 580/member/month
- Business- INR 995/member/month
- Enterprise- Pricing not revealed
1.9. EngageBay
EngageBay offers a great range of automation features for sales, marketing, and customer service teams to scale their businesses. Its robust feature set lets you capture leads, nurture them, and engage with them. It’s a great CRM software in India that helps convert leads into happy customers.
1.9.1. Key Features:
1.9.2. Third-Party Ratings:
1.9.3. Pros:
- EngageBay is affordable and offers a user-friendly interface.
- It lets you score leads so that you can focus on the best.
- It also offers in-depth reporting features.
- You can easily track and optimize your marketing campaigns.
1.9.4. Cons:
- You don’t get an SMS function with this CRM.
- There are limited options for creating email templates.
- It doesn’t offer basic CRM features like deals pipeline.
1.9.5. Pricing:
- Basic- INR 1055 per user/month
- Growth- INR 4576 per user/month
- Pro- INR 8449 per user/month
1.10. SugarCRM
SugarCRM enhances interactions with prospects and customers while improving your sales processes. You get intuitive dashboards, AI-powered insights, and an easy-to-use mobile CRM app with the CRM.
1.10.1. Key Features:
1.10.2. Third-Party Ratings:
1.10.3. Pros:
- SugarCRM is a decent CRM and offers simple tools.
- It offers a deep feature set including AI-powered data analysis, Dashlet reports, and customization tools.
- It helps manage prospects, sales stages, and customer interactions.
1.10.4. Cons:
- SugarCRM requires a significant learning curve for new users.
- It has a slow and buggy mobile app and its interface is also not easy to navigate.
- You cannot have multiple device logins.
1.10.5. Pricing:
- Essentials- INR 1426/User/Month
- Advanced- INR 6526/User/Month
- Premier- INR 10364/User/Month
2. FAQs
There are numerous benefits of using CRM tools for business of any size. Let’s take a look at what they are:
2.1.1. Better Customer Relationships
A CRM tool helps businesses understand their customers by collecting and organizing data on their preferences, behaviors, and interactions. This data allows businesses to deliver targeted services, personalize communication, and build strong relationships with their customers.
2.1.2. Improved Sales
CRM systems help businesses track leads, opportunities, and sales activities. These further help salespeople put their sales efforts in the right direction, follow up with the leads more effectively, and close deals faster.
2.1.3. Enhanced Marketing Strategies
With the help of CRM software in India, businesses can easily segment their customer base as per certain criteria such as demographics, interests, and purchase history. The segmentation helps in creating targeted marketing campaigns that are more likely to improve conversion rates and ROI.
2.1.4. Efficient Sales Processes
As the best CRM software in India centralizes customer data and automates redundant tasks such as email communication, data entry, and scheduling follow-ups, it frees up salespeople and allows them to focus on selling activities.
2.1.5. Better Decision-Making
A CRM provides businesses with real-time insights into market trends, customer behavior, and sales performance. Also, managers can easily analyze reports and dashboards, and identify opportunities, address challenges, and make better decisions towards growth.
Overall, a CRM tool simplifies a lot of business tasks and even takes up some of them to improve business sales and customer relationships.
2.2. How to Choose the Best CRM Software for Your Business?
When it comes to choosing the best CRM software in India, a lot of things matter such as your specific needs, goals, and budget. Here are a few tips that will help you make the right decision.
2.2.1. Know Your Needs and Goals
When you have clear business requirements and objectives in mind, you can easily determine the specific functionalities you need from a CRM tool such as marketing automation, customer service management, scalability, analytics and reporting, etc. Consider both your current needs and future growth plans to make the right choice.
2.2.2. Compare Options
You must conduct thorough research to identify the best CRM software that aligns with your requirements. Check online reviews and take recommendations from your acquaintances to shortlist a few options. Compare features, reviews, and other CRM capabilities to choose a good option for your needs.
2.2.3. Consider User Experience and Adoption
You must check the user interface and overall user experience of each CRM software you come across. Always choose a CRM that is intuitive and will be easily adopted by your team. Look for options such as mobile accessibility, customization, and ease of integration with your current workflows and applications.
2.2.4. Evaluate Customer Support and Training
Your relationship with your CRM vendor must not end after you have made the purchase. Instead, your CRM vendor must provide you with consistent and reliable customer support and training whenever the need be. Look for CRM software that comes with a wide range of tutorials, comprehensive training resources, documentation, ongoing customer support, etc.
2.2.5. Trial Period and Demo
You must always take advantage of the free trials and demos offered by your CRM vendors to test the software firsthand. This way you can explore the features, functionality, and usability of the CRM platform in a real-work scenario and then make a commitment.
2.3. What CRM Software Features Should You Look for to Fit Your Business Needs?
Every business has a unique set for a CRM tool. But ideally, your CRM must offer the following:
Always create a list of the features that you need before starting with your search.
3. Wrapping Up
No matter what your business requirements are, at the end of the day, choosing the best CRM software in India isn’t that tough. You just need a clear vision of your needs and the type of customers you are dealing with.
As mentioned in the list, Kylas is truly a great sales CRM that offers a plethora of features that fit every business’s needs. What’s better is that you can customize the CRM as per your needs and make the most out of your investment.
