When you run an online business, you have the opportunity to connect with more customers and leads than ever before. But managing these relationships can be tough.
That’s where customer relationship management (CRM) software comes in handy. These tools allow you to manage your contacts while providing advanced marketing, sales, and customer support features.
This article will focus on how you can use these tools for marketing. We’ll introduce ten of the best marketing CRMs and show how they help your business.
What do I look for when I select the best marketing software CRM? Here’s a summary of my evaluation criteria:
- User Interface (UI): I look for a clean user interface that makes accessing and using the platform easy.
- Usability: I look for features like visual builders and no-code functionality that allow anyone to use the tools, even people who can’t code.
- Integrations: I look for tools that integrate with the other software marketing teams use.
- Value for $: I look for tools with a price point that makes sense for the features on offer. Multiple price points and free trials can also help.
Marketing Software CRM Key Features
Most of the tools on the list have similar features. But they aren’t all exactly the same. Here are some of the main things to look out for when choosing a tool.
- Contact manager: Being able to import contacts and store information about them is a critical part of any CRM system.
- Form and page builders: These features make it easy for anyone in your team to create lead gen forms that sync with your contact manager. Also look for tools with templates you can use for your website.
- Automation builders: Look for the ability to create automated workflows to push leads down the sales funnel. A common example is an email sequence that goes out when someone fills in an online form. 76% of businesses report using marketing automation.
- Segmentation: This allows you to group contacts based on information such as location, behavior, or marketing channel. You can then create campaigns that best suit each group’s needs.
- Email marketing: Email marketing tools are an essential part of any marketing CRM.
- Paid ad tools: Some of the marketing CRMs on this list integrate with paid ads platforms to help you manage your campaigns.
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Overviews Of The 10 Best Marketing Software CRM
Here’s a brief description of each marketing CRM to showcase each tool’s best use case, some noteworthy features, and screenshots to give a snapshot of the user interface.
MailChimp is email marketing software with CRM features. 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.
The audience dashboard is a cool feature. It 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 integrates with plenty of other marketing and general business tools. For example, you can use it with e-commerce platforms like Shopify and WooCommerce to add more powerful CRM and marketing functionality to these tools.
MailChimp pricing starts at $11 per month for a basic plan. To access advanced features, you’ll need the $17 per month Standard plan. There’s also a free version that lets you send 2,500 monthly emails to up to 500 contacts.
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.
The tool has powerful email marketing features. Start by creating forms to capture leads automatically. You can automate post-form contact to send messages when the client is most interested. All data is stored in the CRM so you can use it later in the customer journey.
The tool 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.
Creating automation 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.
The tool has plenty of integrations with the tools you already use like Shopify, PayPal, Stripe, and Zapier. This enables features like the ability to send and receive payments via PayPal or Stripe from within your CRM software.
Keap pricing starts at $169 per month for up to 1,500 contacts. You can try the tool for free by signing up on the website.
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 sales team.
The tool’s workflow builder is central to these features. It’s easy to create automated customer journeys that adapt depending on the leads' actions. Just choose the trigger, such as opening an email or clicking on a link, and then create the corresponding action, such as adding the lead to a particular segment.
Much of your contact will happen via email, so the tool makes it easy to create emails and newsletters using the email builder and prebuilt templates. Add multimedia content to drive engagement and convert more leads.
The tool also has a form builder you can use to create forms and then embed them on your website. Use this to offer lead magnets, event signups, or even collect product feedback. You can then create automation and workflows based on these inputs. For example, if someone signs up for a webinar, you can automatically send an email with more information.
Insightly connects with plenty of the third-party tools your marketing and sales team likely uses. The tool can share data between each one and automate actions, for example, updating Asana tasks when there’s a change to the information in your CRM.
Insightly Marketing pricing starts at $299 per month when billed annually. This plan includes 10,000 contacts.
The marketing automation features make it easy to build automated campaigns. You can set these up to target customers based on behavior and then send content personalized to the customer’s needs. Once your campaigns are up and running, it's easy to measure performance.
The tool has email marketing features that enable you to automatically contact customers in real time based on their online behavior. And the tool has an easy-to-use visual editor and pre-built templates you can use to create beautiful emails.
Marketo integrates with over 550 other business tools. It’s an Adobe tool, so this includes close connections with Adobe Experience Cloud. But you can also connect with tools from the likes of Salesforce, Microsoft, SAP, and Google.
Marketo doesn’t promote pricing online. You can contact the sales team via the website for a quote.
Hubspot is a popular CRM software with plenty of features for marketers including a form builder, email tool, and analytics.
The marketing features come under the name Hubspot Marketing Hub. It has a form creator that allows you to create lead capture forms and landing pages and use them in your campaigns. These forms and pages 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.
Once you have collected leads you can use email marketing to nurture them. 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.
The tool has ad management features which is useful if you run paid campaigns. You can create audiences using your existing CRM data and then track how your ads perform. You can also track your leads’ activity across your website to see the most engaged prospects. You can then alert your sales team to the contacts most likely to convert.
Hubspot integrates with thousands of other apps including marketing, productivity, and sales tools. You can also connect the marketing CRM to other Hubspot products. Hubspot offers various plans depending on your needs, the Marketing Hub starts at $50 per month for 1,000 marketing contacts.
The marketing tools include a powerful campaign workflow creator. You can build automated campaigns based on multiple triggers and actions. It’s a no-code builder, so anyone in your team can build these automations.
It’s also easy to create customer segments on either biographical or behavioral data. Once you have these segments in place, you can create campaigns targeted at the goals and challenges facing each group.
Marketo also has email tools you can use to create and launch campaigns. And once the email campaign has gone out, you can access plenty of analytics tools to assess performance.
Creatio integrates with over 300 other tools in the Creatio marketplace. These include popular services like OneDrive, WordPress, and FedEx.
Pricing depends on your contacts and the number of emails you send. You can use the pricing calculator on the website to find out how much it will cost based on your specific needs.
Freshworks CRM includes powerful marketing automation features for online stores. The tool is omnichannel which means you can engage with customers wherever they are, including email, SMS, chat, and WhatsApp.
This could mean sending order updates via email automation, or using Instagram to drive discovery. You can also segment customer groups and use personalization to ensure that all your interactions are relevant to the customer.
A cool feature is that you can create chatbots that automatically engage website visitors. You could use this to enable customers to do things like track orders, or you can use the same widgets to promote products, sales, or offers.
Freshdesk CRM integrates with Shopify, making it a great tool for anyone whose store is built on the platform. This enables features such as sending cart abandonment emails, segmenting customers, and accessing deeper analytics.
FreshDesk integrates many other tools, including Asana, Magento, and WooCommerce. Pricing starts at $23 per month for 2,000 marketing contacts. There’s also a limited free version for stores with up to 100 contacts.
Nutshell is a CRM platform for B2B teams. It mainly focuses on features for sales teams, but marketing may find some of the tools useful.
The tool has plenty of cool 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.
A cool feature is that 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, location, and more.
The main marketing features are email sequences. This feature lets you create and schedule sales drip emails to capture the attention of leads. If the lead replies, the tool knows to automatically stop the sequence. And if you’re unsure about how to start, the tool has pre-built templates you can use.
Nutshell has a handful of integrations with the most essential tools used by sales team, such as Gmail, Office365, and Slack. It also connects with Zapier to enable integrations with many more products. Pricing starts at $19 per user per month and you can grab a 14-day free trial via the website.
Netsuite CRM is a tool built to help companies manage contact with leads and customers. Use the tool to store all customer data in a single location so anyone can access it, no matter their department.
The tool has plenty of marketing features. You can use the data in your CRM to create segments and then build personalized campaigns for people in each one. For example, you could create a group of people who have purchased from a particular product category and send emails promoting complementary products.
You can also track and analyze all your campaigns within the NetSuite software. This provides the data you need to optimize your campaigns to improve ROI.
The tool integrates with the rest of Netsuite’s products, making it an obvious choice of CRM if you already use these tools. The company doesn’t advertise pricing, but you can find out more via the website.
Monday.com is a no-code tool that lets organizations build apps for their business. One of the most popular use cases is as a CRM, and the tool has a premade template you can use and customize to your needs.
The template has features that help you manage the sales process. It starts with adding leads or contacts to the CRM database, which you can do manually or by importing them from a spreadsheet or another tool.
The template has different boards for each part of the sales process. As well as the leads board, there’s an accounts board that contains further details about each account, and a deals board, that you can use to see how the sales process is moving along for each contact.
Monday.com really stands out due to its customization. You can change each of the boards in the CRM to your specific needs and add Monday.com apps such as invoicing or email.
The tool also has reporting and analytics features. You can see all activities performed by your sales team such as calls and meetings, as well as sales data such as revenue, goals, and average deal value.
Monday.com integrates with 1,000 of third-party tools. Pricing starts at $10 per month for a minimum of three seats. You can access a trial, or use the free version of the software which is suitable for up to two team members.
The 10 Best Marketing Software CRM Summary
Freemium version available
|From $11/month||Visit Website|
14-day free trial
|From $169/month||Visit Website|
Free trial available
|From $29/user/month||Visit Website|
|From $895/month||Visit Website|
21 days free trial
|From $15/user/month||Visit Website|
14 days free trial
|From $19/user/month||Visit Website|
|Pricing Upon Request||Visit Website|
14-day free trial
|From $10/user/month||Visit Website|
Here are a few more of the best CRM software that didn’t make the top list.
- Marketo - Enterprise marketing CRM
- Creatio (once bpm’online) - Marketing CRM with visual workflow builder
- Lucrativ - AI-powered CRM
- Ontraport - Intuitive CRM and sales automation platform
- amoCRM - CRM for messaging apps
- Active Campaign - Email marketing tool with CRM features
- SendinBlue - Combining email marketing with CRM
- SharpSpring - Marketing automation for agencies and SMBs
If none of the tools meet your needs, consider our article on the best ecommerce marketing tools.
What do you think about this list?
This article contains some of the best marketing CRMs available. Each has a relatively similar feature set, with the biggest differences being specific integrations, pricing, or functionality.
To choose, create a list of the exact features you need and then take advantage of free trials or demos to find out more about each one.
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