Best CRM Enterprise Software Shortlist
In this article, I'll discuss my picks for the top 12 CRM enterprise software. You’ll also find an explanation of the features I like most about each program. Here’s the shortlist:
- Salesforce - Best customizable solutions for enterprises
- Dynamics 365 - Best for teams using Microsoft products
- monday.com - Best for project management
- Freshsales - Best for AI chatbot assistance
- Hubspot CRM - Best for integration options
- SAP Sales Cloud - Best for managing customer sales
- Pipedrive - Best for sales teams looking to automate workflows
- ClickUp - Best for all-in-one productivity
- Creatio - Best for teams who need a no code CRM solution
- Sage CRM - Best for finance teams
- Zendesk Sell - Best for Zendesk users
- Nethunt - Best for Gmail users
Finding the right CRM enterprise software is an important decision for businesses, especially at the enterprise level. For small and mid-sized businesses, it can already be a handful trying to keep track of customer information without a CRM.
But when you’re talking about the massive volume of clients enterprise businesses often have, it’s hard to overstate the need for a CRM specifically tailored to enterprises.
What Is CRM Enterprise Software?
An enterprise CRM is targeted at very large companies who need to track various parts of their operations including sales and marketing. At an enterprise level, there are more features focused on automation and customization that smaller businesses typically won’t need.
Overview of the 12 Best CRM Enterprise Software
I looked at 12 different CRM enterprise software and this article will highlight the features that make them special and help you decide which is best for your enterprise organization.
1. Salesforce - Best customizable solutions for enterprises
Salesforce is an older CRM, but it’s still incredibly reliable. Its tenure makes it a good fit for enterprises with a midsize workforce looking to grow and scale.
Why I picked Salesforce: I chose Salesforce because of its reputation in the CRM market and its ability to scale with midsize enterprises as they grow. Its powerful features, extensive customization options, and a long list of integrations make it an ideal choice for organizations looking to optimize their CRM strategy.
Salesforce Standout Features and Integrations:
Standout features include tools designed to address specific aspects of an enterprise's CRM strategy. The Sales Cloud is instrumental in managing leads, opportunities, and customer accounts, while the Service Cloud enables efficient customer service and support.
Integrations include LinkedIn, DocuSign, FedEx, ZoomInfo, Slack, Mailchimp, Zoom, box.com, PayPal, Marketo and over 4,000 other tools through the Salesforce AppExchange. Its API can also be used to create custom integrations.
Pricing: From $25/user/month
Free Trial: Free trial available
Pros
- Highly customizable and scalable to meet the unique needs of midsize enterprises
- Extensive integration options with a wide range of tools and platforms
- Powerful AI-driven insights for data-driven decision-making
Cons
- Can be complex and may require dedicated resources for implementation and management
- Customization and advanced features may come at an additional cost
2. Dynamics 365 - Best for teams using Microsoft products
Dynamics 365 is a CRM solution developed by Microsoft, designed to meet the demands of large enterprises with a strong reliance on Microsoft products.
Why I picked Dynamics 365: I chose Dynamics 365 because it's specifically tailored for teams heavily invested in the Microsoft ecosystem, ensuring seamless integration and collaboration across their software suite.
Dynamics 365 Standout Features and Integrations:
Standout features include Relationship Insights, which leverages AI to analyze customer interactions and provide actionable suggestions to enhance customer engagement. Dynamics 365 also offers Field Service capabilities for managing on-site customer service and support.
Integrations include Microsoft Teams, Slack, Asana, Amazon Redshift, Marketo, Adobe Marketing Cloud, PandaDoc, Power BI, RingCentral, LinkedIn and a wide range of other tools. Its API is delivered through Dynamics 365 Business Central for custom integrations.
Pricing: $70/user/month
Free Trial: Free trial available
Pros:
- Advanced AI capabilities for improved customer understanding and personalization
- Offers industry-specific modules to cater to the unique needs of various sectors
- Scalable and customizable to meet the unique needs of large enterprises
Cons:
- Reliance on Microsoft's ecosystem could limit flexibility when it comes to integrating with non-Microsoft tools and software
- Less flexible for organizations not heavily invested in the Microsoft ecosystem
3. monday.com - Best for project management
monday.com is a project management tool that includes monday Sales CRM, enabling you to bring all customer processes into one platform.
Why I picked monday.com: I chose monday.com for its CRM and project management capabilities and the ease with which it adapts to various workflows, making it a great fit for large enterprises. Its visual approach to managing projects and strong collaboration features make it an ideal choice for organizations looking to optimize their CRM processes and keep their teams aligned.
monday.com Standout Features and Integrations:
Standout features include its intuitive boards, which help to simplify task organization and progress monitoring, while its customizable workflow automation streamlines processes and minimizes manual work.
Integrations include Outlook, Teams, Slack, Dropbox, Google, LinkedIn, OneDrive, Salesfroce, Twilio, DocuSign, and plenty more CRM and marketing tools. There's also access to its API for creating custom integrations.
Pricing: From $8/user/month
Free Trial: Free plan available
Pros:
- Wide range of project management templates
- Granular permission settingsTime tracking and resource management features for better project planning and oversight
Cons:
- It’s mobile app is not as intuitive as the web app
- No offline mode available
4. Freshsales - Best for AI chatbot assistance
Freshsales is a CRM platform designed for large enterprises that seek to leverage AI assistance for improving customer engagement and streamlining their sales processes.
Why I picked Freshsales: Freshsales’ most impressive feature is its AI chatbot capabilities, which can improve customer interactions and reduce response times. This focus on AI-driven assistance makes Freshsales an ideal choice for enterprises looking to harness cutting-edge technology to optimize their CRM strategy and elevate customer satisfaction.
Freshsales Standout Features and Integrations:
Standout features include Freddy AI, an intelligent chatbot that provides instant customer assistance and lead qualification, streamlining the sales process. I like how Freshsales also includes lead scoring and tracking capabilities, and built-in phone and email features.
Integrations include Freshdesk, Google Calendar, Mailchimp, Hubspot, Quickbooks, Xero, Calendly, Facebook, Trello, and Magento. An API is available for creating your own integrations.
Pricing: From $18/user/month
Free Trial: Free plan available
Pros:
- AI-driven chatbot, Freddy, can automate responses to common customer inquiries
- In-depth reporting features
- User-friendly interface
Cons:
- Limited customization options compared to some competitors
- AI capabilities may not be as valuable to organizations that do not prioritize chatbot assistance
5. Hubspot CRM - Best for integration options
Hubspot CRM is a leading tool that’s built for integration. This means the software is designed to be able to work in tandem with the tools you already use.
Why I picked Hubspot CRM: I picked Hubspot CRM for its vast integration capabilities, which allow businesses to create a unified CRM ecosystem tailored to their specific needs. This flexibility makes Hubspot CRM an ideal choice for enterprises seeking a customizable and adaptable CRM platform.
Hubspot CRM Standout Features and Integrations:
Standout features include contact and company management, which streamlines the organization of customer data, and email tracking and automation, enhancing communication and engagement with prospects. Its customizable reporting capabilities stood out to me, helping to enable actionable insights and data-driven decision-making, further optimizing the CRM experience for large enterprises.
Integrations include Google, WordPress, Outlook, Zoom, MailChimp, WebinarGeek, Aircall, Lucky Orange, LinkedIn, Typeform, and hundreds more. Custom integrations can be built using its API.
Pricing: From $50/month. Additional users $25/month
Free Trial: Free plan available
Pros:
- Customizable workflows for creating and automate processes that align with their unique sales strategies
- Strong focus on user education and resources
- Active user community, providing a valuable resource for exchanging ideas
Cons:
- Full feature set may require a higher pricing tier
- Limited customer support options in lower pricing tiers
6. SAP Sales Cloud - Best for managing customer sales
SAP Sales Cloud is designed to help teams build relationships and facilitate engagement. It can automate selling processes to free your people up to focus on what truly matters - the person on the other end.
Why I picked SAP Sales Cloud: I chose SAP Sales Cloud because of its wide-ranging feature set designed to manage large projects and automate selling processes. Its capacity to scale and cater to the needs of larger teams and more complex projects makes it a preferred choice for enterprise-level operations.
SAP Sales CloudStandout Features and Integrations:
Standout features include intelligent automation of sales processes, dramatically increasing efficiency, and freeing your team to focus on more strategic tasks. It provides a customer profiling system, which helps businesses to deliver personalized engagements that resonate with each client. SAP Sales Cloud also has advanced analytics capabilities, offering predictive insights and forecasting to guide your sales strategy.
Integrations include SAP Service Cloud, SAP Marketing Cloud, LinkedIn Sales Navigator, Microsoft Outlook, DisptachTrack, Microsoft Dynamics 365, Simplifer, Screendragon, and many others. SAP Sales Cloud also offers API access for teams wanting to create their own integrations.
Pricing: From $57/month
Free Trial: No free trial available
Pros:
- Access to real-time data about your customers and clients
- Works in tandem with a wide range of SAP products
Cons:
- Not as user-friendly as some competitors
- No free trial available for this particular SAP product
7. Pipedrive - Best for sales teams seeking to automate workflows
Pipedrive is a CRM solution that’s been specifically developed by salespeople, so it’s designed to tackle unique problems for the sales department.
Why I picked Pipedrive: I chose Pipedrive for its strong focus on sales teams and the tools they need to excel. By providing a comprehensive suite of features and an easy-to-use interface, Pipedrive enables sales professionals to manage their pipeline effectively and drive better results.
Pipedrive Standout Features and Integrations:
Standout features include a visual sales pipeline that offers a clear view of deal stages, allowing sales teams to prioritize and manage their opportunities more effectively. Pipedrive also offers customizable sales processes, empowering teams to adapt the platform to their unique sales strategies.
Integrations include Google, Slack, Teams, Zoom, Outfunnel, PandaDocs, JustCall, Calendly, Asana, Twilio, and many more through its app marketplace. Pipedrive also provides access to its API.
Pricing: From $14.90/user/month
Free Trial: Free trial available
Pros:
- Performance data tracking to help you see where things are working well and which areas may need a reallocation of resources
- Onboarding of new salespeople is a simple process
- Estimation tools are reliable and accurate for giving revenue projections
Cons:
- May lack advanced marketing features found in other CRM solution
- The focus on sales teams could mean that other departments might find the platform less tailored to their needs
8. ClickUp - Best for all-in-one productivity
ClickUp is an all-in-one productivity platform designed for large enterprises seeking a comprehensive solution for managing their tasks, projects, and teams.
Why I picked ClickUp: I opted for ClickUp because of its ability to serve as an all-in-one productivity platform, catering to the multifaceted demands of large organizations. With its assortment of features and tools, ClickUp provides a highly customizable and adaptable solution that accommodates diverse team structures and workflows.
ClickUp Standout Features and Integrations:
Standout features include a flexible task management system with multiple views, such as List, Board, and Gantt views, allowing teams to visualize and organize their work in the way that suits them best. ClickUp also offers customization options, enabling businesses to create custom fields, statuses, and workflows tailored to their specific needs.
Integrations include GitHub, Slack, Webhooks, HubSpot, OneDrive, Dropbox, Figma, Loom, YouTube, Intercom, and over 1,000 other tools. ClickUp also has API access for creating custom integrations.
Pricing: From $5/user/month
Free Trial: Free plan available
Pros:
- Comprehensive task management options, allowing teams to create, organize, and track tasks using multiple views
- Customizable automation features
- Scalability and adaptability
Cons:
- Some more advanced features are locked behind an additional paywall
- Significant learning curve to make the most out of the software’s features
9. Creatio - Best for teams who need a no code CRM solution
Creatio is a no-code CRM platform designed for large enterprises seeking a user-friendly solution that streamlines their sales, marketing, and customer service processes.
Why I picked Creatio: I chose Creatio for its no-code approach, making it easy for large organizations to customize and adapt the platform to their unique needs without relying on extensive development resources. This user-friendly solution empowers businesses to create tailored applications and automate processes to improve efficiency and productivity.
Creatio Standout Features and Integrations:
Standout features include Creatio's no-code application development capabilities, allowing organizations to quickly build and deploy custom applications to address specific business needs. Creatio's interface and visual process designer simplifies the task of creating and managing automated workflows for various teams.
Integrations include Microsoft Office, Mailchimp, Gmail, HubSpot, Tableau, Twitter, Meta, Brandwatch, Robly, and Influ2. Developers can create custom integrations using the Creatio API.
Pricing: From $25/user/month
Free Trial: Free trial available
Pros:
- No-code platform allows for rapid customization and application development
- Easy to create custom workflows to better match a business’s specific needs
- Dedicated support managers to help with any issues using Creatio’s software
Cons:
- The focus on no-code development may limit the depth of customization and flexibility for organizations with more complex or unique requirements
- Documentation is not as extensive as it is with other CRM options
10. Sage CRM - Best for finance teams
Sage CRM is a CRM platform tailored for large enterprises with a focus on finance teams.
Why I picked Sage CRM: I selected Sage CRM for its strong emphasis on finance teams, providing specialized tools and features that cater to the unique needs of finance departments within large organizations. By offering a CRM solution that integrates with financial systems, Sage CRM enables businesses to make better-informed decisions and drive revenue growth.
Sage CRM Standout Features and Integrations:
Standout features include financial management tools, such as budgeting, forecasting, and expense tracking, which help finance teams gain better control over their operations. Sage CRM's customizable dashboard and reporting tools provide valuable insights into the organization's financial health, enabling better decision-making.
Integrations include Mailchimp, Spotler, Procore, Microsoft Outlook, Infraspeak, Praxedo, WorkPal, Sugar Market, Leadoo, and Swiftcase. It's API is also available to create your own integrations.
Pricing: From $45/user/month
Free Trial: Free trial available
Pros:
- Specialized financial management tools
- AI can be used to analyze and predict customer behavior helping the business to better target them
- Mobile app that can be accessed at anytime to keep up-to-date with your customers
Cons:
- The platform's focus on finance teams may not cater to the needs of organizations requiring more comprehensive CRM features for other departments
- Support can be slow to respond to queries
11. Zendesk Sell - Best for Zendesk users
Zendesk Sell is a CRM platform that benefits enterprises that are already using Zendesk's customer support suite.
Why I picked Zendesk Sell: I chose Zendesk Sell due to its integration with the Zendesk customer support ecosystem, offering a unified solution for businesses that are already utilizing Zendesk products.
Zendesk Sell Standout Features and Integrations:
Standout features include a sales pipeline management system, marketing automation tools, and efficient customer service functionality. The platform also provides a range of productivity-enhancing features such as task automation, performance analytics, and mobile accessibility.
Integrations include Mailchimp, Dropbox, HubSpot, Pandadoc, Microsoft 365, Xero, Harvest, and Google Drive which can be integrated natively. Custom integrations can be achieved by connecting with the Sell API.
Pricing: From $19/user/month
Free Trial: Free trial available
Pros:
- Integration with the Zendesk customer support suite
- Platform lacks native automation features for marketing
Cons:
- As Zendesk Sell is tailored for Zendesk users, it might not be the best fit for organizations that rely heavily on other customer support solutions
- Customer service can be unresponsive at times
12. NetHunt - Best for Gmail users
NetHunt is a powerful CRM solution specifically designed for organizations that rely heavily on Gmail and the Google Workspace ecosystem.
Why I picked NetHunt: I selected NetHunt due to its deep integration with Gmail and the Google Workspace suite, offering a CRM solution that feels like a natural extension of these widely used tools. This integration allows organizations to manage their customer relationships, track leads, and collaborate on sales projects without leaving their familiar Google environment.
NetHunt Standout Features and Integrations:
Standout features include Gmail integration for managing customer interactions directly within your inbox, customizable sales pipelines for tailored lead tracking, and advanced reporting and analytics tools that provide valuable insights into sales performance.
Integrations include Gmail, Looker, LinkedIn, Intercom, Meta, Slack, Ringostat, Viber, Telegram, and WhatsApp. Developers can also access its API to create integrations.
Pricing: $30/user/month
Free Trial: Free trial available
Pros:
- Customisable workflows entirely within Gmail with a low learning curve for those familiar with the email platform
- The basic version of NetHunt includes API access
- Tutorials and support on hand to make adoption easier
Cons:
- Organizations that don't rely on Gmail or Google Workspace may not fully benefit from NetHunt's key advantages
- The user interface may take some time to get used to for those unfamiliar with the Google Workspace ecosystem
Other CRM Enterprise Software Software Options
Here are a few more worthwhile options that didn’t make the best lead capture software list:
- Zoho CRM - Best for small businesses
- Wrike - Best for project planning and tracking features
- Streak - Best for quick onboarding
- Copper - Best for non-technical users
- Nimble - Best value for money
- Sugar Sell - Best for data-driven companies
- Kapture CX - Best for customer service teams
Selection Criteria for CRM Enterprise Software
Using my experience as a sales professional, I took special care to select software that succeeded in making customer relationship management easier on teams. Once deployed, there needs to be a sufficient amount of support, and the software should be easy to adopt for team members at all skill levels.
The list was created by taking a look at each of the softwares available and analyzing them against my selection criteria. I identified the most compelling contenders that consistently pulled in excellent reviews and had something unique to offer.
Below is information on the selection criteria I used to evaluate each of the CRM software mentioned in this article:
Core Functionality
Many CRM solutions are aimed at smaller markets, which means they may not be able to support high levels of growth, which larger businesses can achieve. Here’s what I wanted to see from my picks:
- Advanced centralized database management that can handle the complexity of maintaining vast amounts of customer data and providing accessibility to all relevant team members.
- Powerful collaboration features for multiple departments and teams working together. This helps maintain a unified approach toward customer relationship management.
- Sophisticated reporting and analytics capabilities that enable decision-makers to monitor key performance metrics, identify trends, and make data-driven decisions to drive growth.
Key Features
- Mobile CRM: Embracing a mobile CRM helps you stay connected and responsive to customer needs, even when you're on the go. This way, your team can provide exceptional customer service and support, leading to a better overall experience for your clients.
- Automation: Implementing automation in your CRM allows you to focus on what matters most — building relationships and driving sales. By automating repetitive tasks and processes, your team can dedicate more time to strategic initiatives and less time on manual work.
- Integration capabilities: When taking on a new CRM, you’ll want something that is ready-made to integrate with the important tools in your tech stack. A cohesive ecosystem that streamlines your workflow ensures a smooth flow of information, and better collaboration between different departments within your organization.
Scalability
I wanted to choose software that could scale as you do, without holding you back. It needs to be able to adapt to your company's evolving needs, accommodate an expanding customer base, and support increased workloads.
Usability
A well-designed user experience (UX) should be visually appealing, intuitive, and user-friendly. It makes life easier for your staff by making processes easier and less time consuming.
Customization
A customizable platform ensures that the software supports your processes and strategies effectively, enabling you to tailor the system to your specific needs and drive optimal results.
Frequently Asked Questions
Here are some answers to more questions that you might have about CRM enterprise software.
What is the difference between CRM and ERP?
What integrations should a CRM include?
How does CRM differ from CMS?
Join the Conversation
CRM enterprise software is truly changing the game when it comes to managing customer relationships, making things more efficient and communication a breeze. This means businesses can build better connections with their customers, keeping them happy, and coming back for more.
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