Thalia Hernandez
Jul 6, 2023

Are you looking to improve your sales? Discover the 7 leading CRMs in the market

Software Development
Thalia Hernandez
Jul 6, 2023

Are you looking to improve your sales? Discover the 7 leading CRMs in the market

Software Development

7 leading CRMs

Would you like your company to be able to sell more in less time, automate routine tasks to reduce costs and offer a better service to your customers? Customer Relationship Management (CRM) are essential tools ...
Let's get started!
CasandraSoft Tech Solutions

7 leading CRMs

Would you like your company to be able to sell more in less time, automate routine tasks to reduce costs and offer a better service to your customers? Customer Relationship Management (CRM) are essential tools ...
Let's get started!

Today, there are a wide variety of options available, each with unique features that make them stand out. Read on! We'll explore the best options on the market, based on their popularity, features, and ease of use. Get ready to discover which of these CRMs best suits the needs of your business!

What is a CRM and what is it for in your company?

A CRM or Customer Relationship Management (customer relationship management) is a solution for managing a company's relationships with its potential and current customers. The CRM stores information about these contacts and also all the interactions that the company carries out with them. This allows the company to carry out customer acquisition and loyalty campaigns more easily and efficiently.

Specifically, a CRM affects these departments of a company:

  • Sales: a CRM allows you to control and record all customer information to achieve better pipeline management and optimize the entire process of capturing leads, negotiating, and closing. That translates into more sales in less time.
  • Marketing: a CRM also helps companies carry out a better marketing automation strategy, since it allows eliminating manual tasks and creating automated and personalized email chains. In the end, it gives the possibility to impact each client in the best way and at the best time to reach the same goal: get more clients.
  • Loyalty: finally, a CRM also allows companies to offer a better service to their customers before, during and after the purchase.

What benefits does a CRM have for a company?

A CRM offers these advantages for a company:

  • Centralized data: having all customer information organized and accessible in a single database.
  • Coordination of multiple teams: By having all the information in one place, the entire company can work together, which generates greater efficiency.
  • Greater productivity of your team: the fact of being able to automate those routine day-to-day tasks, especially planning and internal management, allows you to gain productivity.
  • Segmented, personalized and automated marketing campaigns: with the CRM you can segment customers to create personalized marketing campaigns. In addition, all this is done automatically to save time by eliminating manual tasks and gaining agility and efficiency.
  • Increase in sales: the fact of being able to store all the information of potential customers allows us to identify those who can become more profitable and also optimize the entire negotiation and closing process to achieve shorter sales cycles and higher sales.
  • A better customer service: getting to know your customers better thanks to the centralization of data gives you the possibility of offering them what really interests them, achieving greater loyalty.
  • Better reports and analytics: as a CRM stores all the information about your customers and their interactions, it allows you to carry out very complex analysis, which facilitates decision making.

And more specifically with data, as HubSpot shows in this article, a CRM allows for all of the following:

  • On average, a CRM returns 5.6 for every $1 spent on it, which represents an ROI of more than 50%
  • You can improve the sales conversion rate of more than 300%
  • Can lead to an increase in customer retention rate of 27%
  • You can cut marketing costs by 23%
  • You can increase profit margins by more than 2

Among so many options available today, it is likely that you do not know which is the best CRM tool for your company. Some are cheaper, others offer unique features, and some integrate more easily with other tools. We invite you to discover which are the best CRMs on the market, join us!!!


7 of the best CRMs for companies and some of their most interesting features

1. HubSpot

HubSpot's CRM platform for companies is an ideal tool for small and large companies, since it complies with two great principles: power and simplicity. It does not matter if you do not have experience with previous software, since our CRM is designed so that anyone can take advantage of its functionalities.

In addition, HubSpot's CRM helps keep your sales, marketing, and customer service efforts unified on one platform. This means that you will not have to pay for multiple licenses and that you will be able to keep and manage all your information from the same one.

This customer relationship management tool is also optimized for certain business agents. Some tools are especially useful for sales executives, while others are for monitoring by managers and team leaders. Others are ideal for the marketing team, and a few more for customer service representatives. This means that with HubSpot's CRM you can cover much of your business activities and even automate them.

HubSpot CRM Features

  • Available in Spanish, English and other languages.
  • It has a free option.
  • Includes access to a knowledge base and learning forums with certifications and other materials.
  • It is ideal for email marketing, since it integrates your website, your client list and your email account in the same place.
  • It has a help center and ticket system that you can configure for all your departments, and thus improve the service of your brand.
  • It has thousands of integrations available to make your digital presence the best for your audience.
  • It offers automation tools like chatbots, reporting, and customer segmentation, but you have the freedom to take control or let the system do some things for you.

On the other hand, you can also make use of HubSpot's free marketing tools. With them, you'll learn how to initiate, nurture, and manage relationships with your leads and customers using HubSpot's free CRM and marketing tools.

Example of HubSpot CRM in use: align your data

HubSpot syncs every interaction that happens between you and a contact with that contact's timeline. This creates a single source for every member of your team, from sales to marketing to service and operations.

This also makes it easier for your team to refer to and apply that contact data as needed, and as a result, you'll have the data alignment needed to effectively increase customer loyalty and delight.

You'll also save time in the process, as HubSpot will enter, sync, and update contact details for you—no more manual entry.

2. Salesforce

SalesForce is one of the favorite tools of thousands of people because it has extensive experience in the market and a global network that ensures that your information is safe on servers that are monitored all the time. Its 360 approach meets all customer needs and helps companies achieve their goals through a single tool.

This CRM integrates all the steps of interaction with the client to give him a unique experience from the moment of prospecting to the closing and follow-up of the sale. Because this requires great power and attention from companies, Salesforce has also integrated artificial intelligence systems into its CRM platform, which go even further and allow your employees to focus on more important matters.

Salesforce CRM Features

  • It has a cheaper option for small businesses, which offers basic functionalities.
  • Access to the design and development of your own applications.
  • Its platform has a modular structure, so you can pay only for those functions that you need.
  • Its engine based on data analysis makes the automation of processes more precise according to your target audience.

Salesforce offers a number of apps, like Einstein AI, that make it easy to achieve your specific goals. There are also employee experience features within the tool to simplify collaboration at work and increase motivation.

Example of Salesforce CRM in use: automate repetitive tasks

Like many CRMs, Salesforce automates repetitive, often time-consuming tasks. Einstein's artificial intelligence feature provides your team with data on all past customer interactions. This allows you to participate in a more thoughtful way and improve relationships with your customers. It also increases productivity by giving your team the information they need, such as intelligent case triage and next actions.

Einstein AI also makes it easy to provide great customer service and support by recommending certain actions to reps, personalizing support for customers, and automating support where possible with bots to save reps time.

3. Zoho

Zoho is a fully cloud-based CRM that is integrated and offers a variety of features including lead management and scoring, workflow automation, analytics and process management, and marketing. Zoho's AI sales assistant Zia interprets CRM data, tracks website visitors and predicts sales. These sales predictions also show which leads are most likely to convert and which deals are most likely to close.

Zoho's gamification feature keeps your reps motivated and focused on quota, while Google Ads integration aligns your sales and marketing teams by exposing your company's ad spend and sales revenue. Finally, you can use Zoho to provide omnichannel support to customers and leads via phone, email, live chat, social media, or in person.

Zoho allows you to provide an omnichannel customer experience for your contacts, which means you can support your audience via email, live chat, social media, or an in-person meeting, all without ever leaving your CRM. Any data obtained through these interactions will be saved in the CRM automatically.

So you drive all your emails to the CRM and send messages directly from the tool. Your email conversation history will be updated and saved after each correspondence. The same goes for your phone calls: you receive sales and support calls from Zoho so all conversations are recorded and you don't have to leave the tool. You can also host meetings and lead presentations from the CRM.

4. Pipedrive

Pipedrive is a sales CRM and pipeline management tool ideal for small teams. The software comes packed with features to track performance, manage deals, predict revenue, and automate repetitive tasks. Pipedrive automatically visualizes your pipeline so you can identify where your efforts should be focused.

Pipedrive includes sales forecasting and integrations so you can pair your existing tools like Mailchimp or Zapier with your CRM. There is also a security feature that clarifies how your business data is used.

Use Pipedrive to keep track of your data and security: The software monitors all the ways your company's data is accessed and by whom. Identify suspicious users and activity in real time, all through a single security dashboard. You can set up notifications that let you know when and where user logins occur. Lastly, you can create custom rules for secure practices (for example, restricted access over time) to keep your CRM data safe.

5. Activate Campaign

ActiveCampaign is a CRM and customer experience automation platform with a number of job tasks and functions that you can automate, including email, segmentation and personalization (on social media, email, live chat, SMS and more). ). There are over 300 integrations, such as Shopify, Facebook, and WordPress, that you can use to tailor the CRM to your specific needs.

ActiveCampaign makes it easy to share and use customer lifecycle data across teams to make informed decisions about your interactions with customers (for example, what content to send them, when to communicate, and on what channel). ActiveCampaign also helps you better understand your individual customers and segment them effectively by tracking buyer preferences, engagement, behavior, and unique traits.

Marketing automation takes care of the details so you can focus on the things that matter to you!

This, along with other features like customizable campaigns and messaging, allows you to individualize all communication with leads and customers.

Example of CRM ActiveCampaign in use: personalize customer experiences

A CRM organizes a lot of data about your individual customers, and a CRM like ActiveCampaign makes it easy to apply this data to create personalized customer experiences.

ActiveCampaign uses learning to automate personalization across multiple channels, including text, email, live chat, and social. As your business grows, you can continue to automate these individual experiences to ensure that you always make each customer feel like an individual who matters to your business, not just a number.

There are several ways to use a CRM and the use cases above are just a few of them. Think about your goals and try to select the right CRM for your team. Then, use your CRM to start building stronger relationships with contacts, improve the customer experience, save your team time, align business data, and grow better.

6. Clientify

Sometimes a company does not want to access complicated tools and platforms that exceed its needs. Rather, they hope to acquire a system that will help them streamline a specific task or solve basic problems. This is something that Clientify does, a Spanish company that has arrived in Mexico to offer a CRM accessible to a large number of companies and small businesses, and that does not sacrifice power with its great simplicity.

The platform is optimized for sales, digital marketing and organization of sales teams. That means you might miss some customer support and tracking features, but they're more than made up for by their lead creation and monitoring tools, such as SEO optimization and some of their integrations.

Clientify CRM Features

  • Ideal for the internal organization of your company and the coordination of activities.
  • It offers an optimized integration for WhatsApp.
  • Access to the Clientify academy, with any plan, to learn sales strategies and techniques.

7. Monday

Monday's sales CRM is a platform that has gained public attention because it is a tool that integrates solutions to the most common sales needs of companies in one place.

This CRM tool stands out for being highly customizable and for offering a platform that is easy to use and quite intuitive. This is especially true for your sales pipeline control system and marketing tools. Through colors, blocks and visual elements anyone can take advantage of this CRM.

Monday CRM Features

  • Highly intuitive and simple to use interface.
  • It has a mobile application so you can manage your business from anywhere.
  • It is ideal for companies that require attention at every step, since you can automate notifications and reminders.
  • By focusing exclusively on sales, it has powerful tools to increase the commercial activity of its clients.

Do you already know which of these CRM is the best for your company? Try them and choose the option that best suits your needs today and that will make your business continue to grow tomorrow. Learn more about the implementation of a CRM in our free Guide... remember, we all learn...


In short, each of these CRMs offers unique features and functionality, so it's important to identify your company's specific needs before selecting a CRM. Some factors to consider when evaluating CRMs include ease of use, scalability, customizability, technical support, and price.

In general, a good CRM should be easy to use, efficient in managing contacts and customers, and capable of improving customer relationships by automating processes and personalizing communication. In addition, it must have a good integration with other marketing and sales tools to optimize the effectiveness of the team.

When choosing a CRM, you should consider your specific business needs and find the platform that best suits them. With the right CRM, you can significantly improve your customer relationship management and ultimately fuel the growth of your business.