The 7 Best Customer Management Programs Compared

Tim Fischer 3/27/2024

We show you what customer management programs are all about and introduce the best customer management software.

Table of contents
  1. What is a customer management program?
  2. What are the 7 best customer management programs?
  3. 2. HubSpot CRM
  4. 3. Salesforce CRM
  5. 4. Keap
  6. 5. Pipedrive
  7. 6. insightly
  8. 7. Zendesk Sell

As your business grows, so does your customer database. Over time, it becomes increasingly difficult to keep track of communication with prospects and buyers. Important conversations disappear in emails, leading to inconsistent interactions with customers. The solution to the problem: a customer management program. This collects the data of your customers and tracks their steps throughout the entire sales funnel. In this article we will show you what the tool is all about and present the best customer management software.

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What is a customer management program?

Under a customer management program is understood a software for Customer Relationship Management. With the help of the tool, you keep track of all interactions with your customers. It centralizes the information about Customer relationships and provides them to employees at the time of customer contact.

The introduction of a CRM system offers a lot of advantages. These include, among other things:

  • Centralized customer data: If you store all your customer data in one place, you ensure that they remain current and uniform. This is indispensable when the departments of your company are spread across different locations and interact with customers at different stages of the customer journey.
  • Lead Nurturing: Lead Nurturing is a process where leads are tracked and nurtured until they are ready to buy. A customer management system that has a lead management tool simplifies this process. For example, it automatically sends marketing emails based on customer behavior or pre-set schedules.
  • Better customer understanding: With a customer management program, you can collect a variety of customer information. These include e.g., Email addresses, websites, social media accounts, job titles, and interests. You can also save live chat messages, email histories, orders or customer service requests. This way, you get to know your customers better and know how to maintain the relationship with them.
  • Better segmentation: Thanks to a customer management system, you can break down data according to categories and criteria to create customer and prospect lists. With these lists, you can run targeted marketing campaigns and tailor your offers based on customer segmentation to specific customer groups.
  • Improved customer retention: A customer management program is not only good at finding and nurturing leads. It is also excellent for keeping your existing customers happy. For example, it reminds you of buyers who have not been contacted for a long time. In addition, a customer management software can send email campaigns and free trial offers to appeal to existing customers.
  • Optimized collaboration within your company: CRMs enable employees to track communication and interactions between the company and its customers. In addition, they have the opportunity to send messages, edit projects, and plan internal meetings in a unified system. This promotes internal collaboration, leading to greater productivity.

What are the 7 best customer management programs?

After we have clarified the most important CRM advantages. Here is a list of the seven best customer management programs:


1. Zoho CRM

Zoho CRM is one of the best customer management software for any type of and size of business. It automates the capture of leads and rates their conversion probability based on their engagement. It also stores customer information passed on by leads in emails - saving you the manual effort of entering it into your customer database.

Tool 1_Zoho.jpg

Source: Zoho

Zoho CRM Functions

  • Omni-channel platform for connecting with customers across multiple channels
  • Sales automation tools
  • Customizable dashboards and reports for comparing and deriving insights from your data
  • The AI-supported sales assistant Zia helps you predict sales results, detect anomalies and identify email moods
  • Marketing attribution tools that provide insights into the allocation of your campaign budgets
  • Internal chat function, forums, and notes for effective team collaboration
  • Mobile CRM app to capture data, plan tasks, and connect with customers even when you're offline

Zoho CRM Prices

The standard pricing of Zoho CRM (€ 20 per user per month) is ideal for small and medium-sized businesses. It includes basic features like pre-defined reports and dashboards. To get the most out of Zoho CRM, you can upgrade to the Professional (€ 35 per user and month), Enterprise (€ 50 per user and month) or Ultimate pricing (€ 65 per user and month). The Zoho CRM prices vary depending on the functions included in the subscriptions. If you don't want to commit yet, you can also try Zoho's free customer management program. It is limited to three users and includes basic CRM functions.

Zoho CRM Alternatives

Are you not sure if Zoho CRM is the right program for you? On OMR Reviews you will find various Zoho CRM alternatives including their functions and prices. Thanks to our verified reviews you will certainly find the best tool for your business requirements.


2. HubSpot CRM

HubSpot CRM is an all-in-one CRM software. It has individual management tools tailored to specific areas - sales, marketing, operations, content management, and services. Like Zoho, HubSpot also offers free CRM software for small businesses with tight budgets. Similarly, it's possible to subscribe only to the tools you need. For example, you can use the free plan and add the customer service module for your support team.

Tool 2_Hubspot.jpg

Source: HubSpot

Hubspot CRM Functions

  • Marketing tools to attract more visitors to your website
  • Email marketing function with which you can create and send bulk emails
  • Sales tools to get a detailed real-time overview of your sales activities
  • Service tools with which employees can view, manage, assign and answer every customer conversation
  • Helpdesk Feature
  • Ticket system and live chat with chatbots for automated answers
  • Over 1,000 integrations with which you can connect your existing tools and automatically synchronize data with HubSpot CRM

HubSpot CRM Prices

Hubspot's free customer management software includes marketing, sales, service, and CMS tools. In addition, there are paid offers for the CRM suite, which range between € 41.40 and € 4,593.48 per month. If you wish, you can also compile a bundle in which you combine various toolsets. More information about HubSpot CRM prices can be found on OMR reviews.

HubSpot CRM Alternatives

Are you not sure if HubSpot CRM is the right program for you? On OMR Reviews you will find various HubSpot CRM alternatives including their functions and prices. Thanks to our verified reviews you will certainly find the best tool for your business requirements.


3. Salesforce CRM

Salesforce Sales Cloud is a cloud-based CRM system, which monitors your company's marketing and sales processes. The software is particularly popular for its sales forecasting. It gives you a real-time overview of the sales quotas of your sales employees and helps you identify top performers. In addition, Salesforce CRM has robust tools for sales automation and contact management.

Tool 3_Salesforce.jpg

Source: Salesforce

Salesforce CRM Functions

  • Customer 360 function that unites your marketing, trade, service, IT and sales teams on one platform
  • Pipeline Management
  • Sales forecasts to adjust your strategies accordingly
  • Marketing tools to reach customers at every stage of the customer journey - from the awareness phase to customer retention
  • Sales Cloud Einstein AI that helps your sales team analyze customer data
  • Manual data entry is eliminated by connecting the sales staff's emails and calendars with Salesforce

Salesforce CRM Prices

Salesforce offers a flexible pricing model where you only have to buy the products you really need - for example, only the Sales Cloud or the Sales and Service package. Alternatively, you can also use different subscription plans. The Salesforce CRM prices range from € 25 to € 300 per user and month, depending on the included features. There is also a 30-day free trial for anyone who wants to try out the software.

Salesforce CRM Alternatives

Are you not sure if Salesforce CRM is the right program for you? On OMR Reviews you will find various Salesforce CRM alternatives including their functions and prices. Thanks to our verified reviews you will certainly find the best tool for your business requirements.


4. Keap

The next software on our list is Keap - a customer management program that stores customer communication, marketing measures, and payments in one place. The platform is easy to use even if you are not an expert on sales pipelines or CRMs. On top of that, there are pre-made templates for the sales pipeline, with which you can automate emails and tasks. There are also analytics and reports for evaluating your marketing performance.

Tool 4_Keap.jpg

Source: Keap

Keap Functions

  • Customer management tool that captures new leads and organizes contacts automatically
  • Data, contacts, and audiences can be migrated from MailChimp to the CRM system
  • Invoice and payment functions with which you can track, send and receive customer payments directly via the invoice software integrated in Keap
  • Sales pipeline function for tracking all sales performance and processes
  • Keap Marketplace, where you can find special apps and technology partners to expand the functionality of your customer management program

Keap Prices

Keap offers two paid subscriptions: Pro ($129/month) and Max ($199/month). For advanced marketing features, you can also purchase the Max Classic subscription. The Keap prices for the subscription can vary depending on the needs of your business.

Keap Alternatives

Are you not sure if Keap is the right program for you? On OMR Reviews you will find various Keap alternatives including their functions and prices. Thanks to our verified reviews you will certainly find the best tool for your business requirements.

5. Pipedrive

Another powerful yet easy-to-use CRM system is Pipedrive. This customer management software synchronizes contacts and calendars with Google and Microsoft. It also shows the complete history of your contact activities and offers tools for lead management. Like Zoho, Pipedrive also has an AI sales assistant. He trains your sales staff and uses algorithms to analyze their past performance.

Tool 5_Pipedrive.jpg

Source: Pipedrive

Pipedrive Functions

  • Sales pipeline management: a visual interface that categorizes deals by phase
  • Reporting features to store important evaluations in one central place
  • Reports can also be shared with people who do not have a pipeline account
  • Contact management tools for managing sales conversations
  • Automatic assignment of employees to deals for which they are responsible
  • AI sales assistant providing tips for performance improvement

Pipedrive Pricing

Pipedrive offers four fee-based tariffs, all of which include a 14-day free trial period. The Pipedrive prices range from € 19.90 to € 119 per user per month. To expand your CRM suite with additional features, you can also use premium add-ons like LeadBooster, Smart Docs, and Campaigns.

Pipedrive Alternative

Are you not sure if Pipedrive is the right program for you? On OMR Reviews you will find various Pipedrive alternatives including their functions and prices. Thanks to our verified reviews you will certainly find the best tool for your business requirements.


6. insightly

insightly CRM is a marketing automation and CRM software with a beginner-friendly interface. Among the features are drag-and-drop customizations that allow you to create graphics and diagrams for your company. In addition, Insightly has numerous integration options with applications such as MailChimp, QuickBooks, Microsoft Outlook, and Gmail.

Tool 6_Insightly.jpg

Source: insightly

insightly Functions

  • Lead routing tool that automatically and in real-time forwards leads to the appropriate sales staff
  • Email tools for creating and sending bulk emails to your contact or lead list
  • Employees are notified when customers open an email
  • Data record linking that helps you see the social networks of your customers and how they interact with your business
  • Custom Apps Builder for creating and deploying custom apps on the CRM platform without having to write code

insightly Prices

There are three paid plans for Insightly: Plus, Professional, and Enterprise. The Insightly prices vary between $ 29 and $ 99 per user per month, depending on the number of included features and storage size.

insightly Alternatives

Are you not sure if Insightly is the right program for you? On OMR Reviews you will find various Insightly alternatives including their functions and prices. Thanks to our verified reviews you will certainly find the best tool for your business requirements.


7. Zendesk Sell

Zendesk, while a popular solution for customer service, also offers a customer relationship management software called Zendesk Sell. This sales tool tracks the customer's communication history and streamlines daily sales activities.

Tool 7_Zendesk Sell.jpg

Source: Zendesk

Zendesk Sell Functions

  • Lead Management Tool for creating prospect lists based on certain variables such as industry, company size, and function
  • Automated workflows for outreach tasks, like follow-ups after meetings
  • Call logs to document outgoing or incoming calls
  • Integration tools with over 1300 third-party apps, 100 help center topics, and 350 partners
  • Sales reports and analysis functions to detect trends in your target regions
  • Customer data can be downloaded in various formats, including CSV, Excel, and PDF

Zendesk Sell Prices

Zendesk offers three paid plans for its customer management program: Team (19 € per user per month), Growth (49 € per user per month), and Professional (99 € per user per month). For more complex business requirements, you can also choose the Enterprise plan, which starts at € 150 per user per month. More information about the Zendesk Sell prices can be found on OMR Reviews.

Zendesk Sell Alternative

Are you not sure if Zendesk Sell is the right program for you? On OMR Reviews you will find various Zendesk Sell alternatives including their functions and prices. Thanks to our verified reviews you will certainly find the best tool for your business requirements.

A customer management software plays a crucial role in the quality of your business relationships with customers and clients. It helps to take care of both potential and existing customers, which ultimately affects your sales and business growth.

If you have questions about customer management programs or just want to discover other CRM software, you should visit OMR Reviews. Just search by category or product and decide on the right software with the help of the OMR community.

Tim Fischer
Author
Tim Fischer

Tim ist ein freiberuflicher Journalist / Content Writer, der OMR Reviews in den Bereichen Marketing und Softwares unterstützt. Seit seinem Onlinejournalismus-Studium schreibt er unter anderem für Computer Bild, XING und Finanzcheck.de. Wenn er nicht gerade am Texten ist, spielt er auf seiner Stratocaster die Klänge von Hendrix, Frusciante und Gilmour nach.

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