20 Best Marketing CRM Software In 2024

Thryv is an all-in-one small business management software that provides communication, customer relationship management, and marketing and advertising tools.

Why I chose Thryv: This platform is robust and feature-rich, making it a good option for small businesses looking to keep their operations under one roof. It has a modular setup, with three main parts: the Command Center, the Business Center, and the Marketing Center. The Command Center is free and provides internal and external communication tools, while the Business and Marketing Centers offer CRM functionality and campaign management capabilities.

Beyond customer profiles, histories, and communications, the software also offers unique marketing and advertising tools. You can manage your business's online reputation and presence, and set up paid advertising campaigns and landing pages. Invoicing and customer portals are also among the platform's long list of features.

Thryv Standout Features & Integrations

Key features include the analytics tools provided in the marketing suite. You can track real-time analytics of your marketing and advertising campaigns, and even monitor your offline marketing efforts. The software also makes AI-powered recommendations about marketing tactics and optimizations you can implement to improve performance.

Integrations include Shopify, QuickBooks, Zoom, Mailchimp, Clover, Typeform, Gmail, Facebook Messenger, and Instagram Messenger, among others.

Salesforce is one of the biggest CRM platforms out there, and it has versions for sales, marketing, and customer support teams. The marketing features include email, personalization, customer journey building, and ad management.

Why I Picked Salesforce: Salesforce has plenty of extras that you don’t get with other platforms. For example, its mobile marketing software lets you use SMS, MMS, and notifications to reach customers on mobile. And its loyalty management platform helps you create loyalty programs to keep existing customers buying. Salesforce also owns Slack, which means the CRM integrates closely with the popular workplace communication tool. Salesforce has different modules for a variety of use cases, meaning you can scale up to include functionality for AI, customer service, business intelligence, and commerce.

Standout Features & Integrations 

Key features include highly customizable platform that can be tailored to meet the specific needs of businesses across various industries. Its robust customization capabilities allow businesses to create personalized workflows, fields, and processes. Plus, Salesforce's AppExchange is a vast marketplace of third-party applications and integrations that extend the functionality of the CRM. This ecosystem provides businesses with access to a wide range of pre-built solutions for marketing, sales, customer service, and analytics.

Integrations include Google Workspace, Slack, Quickbooks, MailChimp, LinkedIn, Docusign, JIRA, HelloSign, Code Science, Active Campaign, and Dropbox.

Freshsales is a customer relationship management (CRM) software that serves as a comprehensive platform for businesses to manage their sales, marketing, and customer support operations. It employs artificial intelligence to score leads and provide predictive insights on deals, aiming to assist sales teams in identifying high-potential opportunities and closing transactions more effectively.

Why I picked Freshsales: Freshsales CRM provides tools that enable marketing teams to execute multichannel campaigns and engage with leads through various touchpoints. The platform includes AI-powered bots and automation features that assist in nurturing leads and customer relationships by enabling real-time engagement with website visitors. The platform also offers insights and analytics to help marketers understand customer behavior and campaign performance. This includes Freddy AI, which is Freshsales' AI engine that provides insights and recommendations to improve sales and customer engagement.

Freshsales Standout Features and Integrations

Key Features include tools for managing IT services and business processes within the organization, tools to help users manage their tasks and time more effectively, and communication features such as email, phone, and chat within the CRM environment. Users can also track and manage deals through various stages of the sales pipeline and track customer behavior in real-time. The CRM additionally supports marketing across various channels, allowing businesses to reach out to customers through their preferred mediums.

Integrations include the Freshworks suite, including Freshdesk, Freshchat, Freshconnect, Freshcaller, and Freshmarketer, as well as Mailchimp, HubSpot, Quickbooks, Google Workspace, and Xero.

Creatio is a comprehensive marketing CRM software that empowers businesses to effectively manage and optimize their marketing efforts. With its robust features for lead management, campaign automation, and analytics, Creatio provides a powerful platform for creating personalized marketing campaigns, nurturing leads, and driving customer engagement for businesses of all sizes.

Why I Picked Creatio: Creatio offers powerful capabilities for multi-channel campaign management, making it a valuable tool for marketing CRM. With Creatio, businesses can design, execute, and track marketing campaigns across multiple channels such as email, social media, SMS, and more. The platform provides intuitive campaign builders, allowing marketers to create personalized and targeted campaigns tailored to specific customer segments. Creatio also enables automated campaign execution, scheduling, and tracking, streamlining the process and ensuring consistent messaging across channels.

Creatio Standout Features & Integrations 

Key features include powerful low-code platform that allows businesses to automate their marketing processes. With its intuitive drag-and-drop interface, users can design and automate complex workflows, reducing manual effort. Creatio combines customer relationship management (CRM) with business process management (BPM) capabilities in a single platform. This integration allows businesses to align their marketing efforts with core business processes, ensuring seamless coordination between marketing, sales, and customer service.

Integrations include over 300 other tools in the Creatio marketplace. These include popular services like OneDrive, WordPress, FedEx, Process First, Make It TSI, Agovo, Amdocs, Evoqia, Meritus, Onmiline, Technology Advisors, Softline, ITS, Navicon, and Orange Process.

MailChimp is email marketing software with CRM features. They used to focus pretty exclusively on email campaigns but they have since expanded their feature list to include a landing page builder, a form creator, customer journey visualizations, appointment scheduling, and even website design. 

Why I Picked MailChimp: Creating marketing materials is easy thanks to the email, landing page, and form creator, which helps capture leads and then market to them. Each captured lead gets a CRM entry, and you can then build powerful automated marketing campaigns to target customers. There is even plenty of prebuilt automation you can use to simplify the setup process.

MailChimp Standout Features & Integrations 

Key features include the audience dashboard, which highlights insights you can use to power your campaigns. For example, it automatically creates customer segments you can use in your email marketing based on metrics like growth sources, email engagement, location, or demographics. MailChimp has a lot of audience segmentation and behavior analytics tools, all of which can hlep you target the right customers with suitable communications when it counts most.

Integrations inlcude QuickBooks Online, Shopify, Stripe, Yelp for Business, LiveChat, SimpleTexting, Zendesk, Wordpress, Mixpanel, Firebase, LinkedIn, Facebook, and Vimeo.

Keap is a CRM for small businesses and entrepreneurs that helps marketing and sales teams with the entire sales process, from collecting leads to managing customers post-sale. Keap combines email, phone calls, messages, and notes to create a seamless and complete customer relationship experience.

Why I Picked Keap: Keap CRM is a versatile solution that can greatly benefit marketing departments, particularly in the context of text message marketing. With Keap CRM, marketing teams can leverage its automation and segmentation capabilities to design targeted SMS campaigns. By utilizing customer data stored in Keap CRM, marketers can segment their audience based on various criteria such as demographics, purchase history, or engagement levels. Keap CRM also provides tools for creating and managing SMS campaigns, including templates, scheduling, and tracking features.

Keap Standout Features & Integrations 

Key features include easy process and workflow automations. Creating automations is simple using the tool’s if and when workflow builder. Just choose the inputs, such as a lead completing a form, and the output, such as sending a welcome message. You can also use data stored in the CRM to automatically personalize contact, for example, by adding a name to an email. Keap also has lead-scoring features. This shows you which leads are the most likely to buy so you can spend your time communicating with the most valuable people. 

Integrations include PieSync, AdEspresso, BigCommerce, Bojoro, AppointmentCore, Automate.io, Zapier, Fix Your Funnel, Deadline Funnel, CustomerHub, Formlift, Gmail, Graphly, Imember360, Instapage, JotForm, LeadPages, My Fusion Helper, OptinMonster, Outlook, PlusThis, Privy, QuickBooks, ScheduleOnce, WordPress, and others.

Insightly is an easy-to-use CRM with plenty of features for marketing teams and other business functions. The marketing features center around helping fill your funnel with quality leads for your marketing or sales teams. Insightly offers both CRM and marketing SaaS modules, so you may consider subscribing to both for a one-two punch.

Why I Picked Insightly: Insightly CRM's lead routing feature is designed to streamline the process of assigning and distributing leads within a sales team. With lead routing, businesses can establish predefined rules and criteria to automatically assign incoming leads to specific team members or sales representatives based on factors like geography, lead source, or industry. This ensures that leads are promptly and efficiently distributed to the most appropriate salesperson. Note: Lead routing is not available on the Plus (lowest) subscription plan, so I'd advise skipping that one.

Insightly Standout Features & Integrations 

Key features include a unique relationship linking feature that allows users to create connections between various records, such as contacts, organizations, and projects. This enables businesses to understand and visualize complex relationships between different entities, helping them identify key influencers, track affiliations, and establish a comprehensive network view of their contacts and organizations.

Integrations include ADP Workforce Now, Asana, BambooHR, Calendly, DocuSign, Drift, Jira, Microsoft Power BI, Shopify, Slack, WooComerce, Workday, Sage Intacct, and other tools. 

Adobe Marketo is a leading marketing automation software platform that helps businesses drive customer engagement and generate quality leads. With its powerful suite of tools and features, Adobe Marketo enables marketers to create personalized campaigns, nurture leads, analyze marketing performance, and optimize their overall marketing strategies.

Why I Picked Marketo: Marketo can be utilized as a marketing CRM by large enterprises to effectively manage and optimize their marketing activities. As a marketing automation platform, Marketo enables large enterprises to consolidate and centralize customer data, providing a comprehensive view of customer interactions and preferences. With its robust lead management and nurturing capabilities, Marketo helps large enterprises track and engage with leads throughout the customer journey, ensuring personalized and targeted marketing communications. The platform's scalability allows for managing a large volume of leads and creating complex multi-channel campaigns.

Marketo Standout Features & Integrations 

Key features include robust account-based marketing capabilities, allowing businesses to target and engage specific accounts or companies rather than individual leads. This feature enables marketers to align their efforts with the goals of key accounts, personalize messaging, and coordinate marketing and sales activities. Marketo allows marketers to track and analyze campaign effectiveness, lead generation, customer engagement, and revenue attribution.

Integrations include Salesforce, Microsoft platforms, SAP, Google platforms, Facebook, LinkedIn, Level3, BrightTalk, On24, Zoom, Video, ReadyTalk, TwentyThree, GoToWebinar, and CiscoWebex. You can also connect to the Adobe Experience Cloud for additional first-party tools.

Nutshell CRM is a user-friendly and intuitive customer relationship management software designed to help businesses effectively manage their sales processes and customer interactions. With its easy-to-use interface, comprehensive sales automation features, and robust reporting capabilities, Nutshell CRM provides businesses with the tools they need to streamline sales activities and nurture customer relationships

Why I Picked Nutshell: Nutshell can be utilized as a powerful marketing CRM for B2B organizations, providing valuable features and functionalities to enhance marketing efforts. With Nutshell, B2B marketers can efficiently manage and nurture leads, track marketing campaigns, and analyze their marketing performance. The platform allows for easy lead capture and segmentation, enabling marketers to categorize and target leads based on industry, company size, or authority level. Nutshell's email marketing capabilities facilitate personalized and targeted email campaigns, while its robust reporting and analytics features provide insights into lead generation and campaign effectiveness.

Nutshell Standout Features & Integrations 

Key features include unique contact management features. You can easily import contacts from any source and the team will even help you get set up. You can then add new leads via online forms, phone contacts, or even scanning a business card with your phone camera. The tool will automatically bring in data from around the web when you upload a contact. For example, it will add their social media accounts, and location.

Integrations include Intercom, Mailchimp, Outlook, PandaDoc, Quickbooks, RingCentral, Slack, Unbounce, Wufoo, Zendesk, Gmail, and Microsoft Office 365. 

Netsuite CRM is a powerful marketing CRM software that helps businesses manage their customer relationships and optimize marketing efforts. With its comprehensive suite of features including lead management, campaign automation, and customer segmentation, Netsuite CRM provides businesses with a unified platform to drive customer engagement and track marketing performance.

Why I Picked NetSuite: Netsuite CRM serves as a versatile marketing CRM solution, offering extensive customizability to cater to the specific needs of different industry niches and businesses of varying sizes. It provides a flexible platform that can be tailored to accommodate industry-specific processes, terminology, and workflows. Whether a business operates in manufacturing, retail, services, or any other sector, Netsuite CRM allows for customization to align with unique requirements. Furthermore, Netsuite CRM scales effectively to support businesses of all sizes, from small startups to large enterprises, enabling them to manage customer relationships, execute targeted marketing campaigns, and track marketing performance.

NetSuite Standout Features & Integrations 

Key features include seamless integration with enterprise resource planning (ERP) functionality. This integration allows businesses to unify their customer data, sales processes, and financial operations in a single system. Netsuite CRM offers scalability and robust customizability to meet the evolving needs of businesses. As companies grow or their requirements change, Netsuite CRM can easily adapt and scale to accommodate increased data volume, user count, and business complexity.

Integrations come with an extra cost via NetSuite Connector, a SaaS dedicated to building two-way connections between popular software platforms. NetSuite's website doesn't list tools by name but their promise integrations with inventory management software, order management software, warehouse management software, 3PL services, and accounting solutions.