10 Best Marketing CRM Software In 2023

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.

Hubspot is a popular CRM software with plenty of features for marketers including a form builder, email tool, and analytics. The CRM features come under the name HubSpot CRM and you can combine this with their Hubspot Marketing Hub, allowing you to keep all your CRM and marketing tools in one, unified platform. 

Why I Picked Hubspot CRM: Hubspot CRM is a great tool for collecting contact details through landing pages, forms, and live chat/chatbots. The tool has robust ad management features which is useful if you run paid campaigns. You can create audience lists using your existing CRM data and then send targetted ads that cater to where they are in the buying or relationship journey. You can also track your leads’ activity across your website to see the most engaged prospects. They offer certain tools for free but even the paid plans are very reasonably priced for what you get.

Hubspot CRM Standout Features & Integrations 

Key features include forms and pages that are easy to build even if you don’t have coding experience thanks to the built-in editor. Anyone who completes the form will be added to the CRM automatically. The tool comes with features that allow you to easily create professional campaigns using templates or the tool’s drag-and-drop builder. You can use information in your CRM, such as your contact's name, to personalize your messages. 

Integrations include Wistia, Datqabox, Seventh Sense, Zerys, PandaDoc, Eventbrite, and Aircall.

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.

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. 

Freshworks is a customer experience platform with a variety of SaaS solutions, including Freshmarketer and Freshsales. Freshsales is the subscription service that includes robust CRM but, like other tools on this list, you may ultimately find buying into both the marketing and CRM packages simultaneously to be your best bet. 

Why I Picked Freshsales: Freshsales is a marketing CRM platform that offers robust chat and call tools, enhancing customer engagement and improving marketing effectiveness. With its chat functionality, businesses can proactively engage website visitors, capture leads, and provide real-time support. This feature enables marketers to initiate conversations, qualify leads, and guide prospects through the customer journey. Plus, Freshsales' call tools enable users to make and receive calls directly from the CRM, log call details, and track call outcomes. 

Freshsales Standout Features & Integrations 

Key features include AI-powered lead scoring capabilities that help businesses prioritize and focus on high-quality leads. The system analyzes lead data, engagement patterns, and customer behavior to assign a score that indicates the likelihood of conversion. FReshsales also does phone support, handling voice interactions with high-quality calls, auto-logging and recording calls, and monitoring metrics. You can plan and manage call routing, greetings, and voicemails during holidays.

Integrations include Mailchimp, Segment, Office 365 Calendar, Hubspot Marketing, PieSync, Google Workspace, Google Calendar, Google Contacts, Quickbooks, and Xero. Additional connections are available via Zapier, but that requires a separate subscription and may incur additional costs. 

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. 

monday sales CRM is a flexible and customizable customer relationship management software that empowers businesses to efficiently manage their customer interactions and sales processes. With its intuitive interface and robust features, monday.com CRM helps teams centralize customer data, track leads, and collaborate with team members.

Why I Picked monday sales CRM: monday.com CRM offers a user-friendly platform that can greatly benefit marketing teams. Its intuitive interface and easy-to-use features enable marketers to streamline their workflows, collaborate seamlessly, and manage campaigns effectively. With monday.com CRM, marketing teams can track and manage leads, monitor campaign progress, and assign tasks to team members effortlessly. The platform's visual boards and customizable templates provide a clear overview of marketing projects and allow for easy tracking of tasks and deadlines.

monday sales CRM Standout Features & Integrations 

Key features include a strong emphasis on collaboration and communication. The platform provides a centralized hub where teams can easily collaborate, share updates, and communicate in real-time. Features such as @mentions, file sharing, and activity tracking enhance team collaboration, fostering better communication and seamless coordination.

Integrations include over 1000 third-party tools, including apps like Slack, Google Drive, Gmail, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible through a paid plan with Zapier (separate plan and costs).