Best Crm For The Money

For small businesses, Zenefits is an excellent choice. It’s very user-friendly and has a lot of different modules so your team can run their business from one place.

For midsize businesses, HubSpot is great because it’s got an incredible marketing suite that will help you grow sales.

In this guide, we review the Best Crm For The Money, best crm for customer service, best crm for customer success, and top of mind crm pricing.

For large enterprises, Salesforce is a great option because it offers CRM and customer success software in one package. There are additional add-ons that can be purchased separately but they’re not needed for most companies who will use the core functionality of this platform.

If you need something that works well across all sizes of companies with specific functionalities geared toward each one then Zoho may be best for your needs as well.

Best Crm For The Money

The CRM market is saturated with options, but not all of them are created equal. There are three main types of CRM software:

The following is a list of the best CRM apps for each type, ranked according to their price and features.

Best CRM for startups

Zoho CRM

Zoho CRM is a cloud-based sales and marketing automation tool that allows organizations to manage their entire pipeline from lead generation to customer retention. The software includes features such as lead management, email marketing, social media management, website analytics and reporting, ecommerce tracking and more. It also offers native mobile apps for iPhone or iPad devices which allow users to create new leads from anywhere using their mobile devices. Since Zoho CRM is cloud-based it can be accessed across multiple devices without the need for installing any software on the user’s computer or device. This means that employees will always be able to access their data no matter where they are located or what device they are working on at the time (iPad vs desktop).


Zendesk is an online help desk system designed primarily for small businesses who want an easy way of managing customer support requests via email as well as phone calls while also offering tools like live chat support and knowledge base articles built into one platform so everything is centralized in one place instead of having multiple applications running simultaneously which creates confusion when trying keep track of each account separately due its own unique set up requirements making it harder work than necessary which defeats purpose entirely!

Best CRM for midsize business

  • Productivity & Customer Support: A good CRM should help you increase productivity and provide the tools necessary to deliver better customer engagement.
  • Customer Engagement: It’s important that you can record all your customers’ information in one place, including their preferences, behavior and other details.
  • Brand Management: Your company will want to gain a competitive advantage over its competitors by tracking marketing activities in real-time.

Best CRM for large enterprise

If you’re a large enterprise with at least 1000 employees and multiple locations, then Workday may be the best CRM for you. Workday is a cloud-based platform built specifically for larger companies that require more complex functionality, such as project management, resource planning, expense tracking and accounting.

Workday offers many different modules that can be customized to suit your business’ needs. You can customize all of these services directly on the web or through one of their partner agencies. This allows you to get exactly what you need without having to hire expensive consultants or developers on staff.

You can also integrate Salesforce into your existing infrastructure if it suits your needs better than Workday does; however this will require additional costs and work from both sides (Salesforce will have to develop additional functionality).

Best CRM overall

Salesforce is hands down the best CRM for the money. Salesforce has a whopping $10 billion in annual revenue, and it’s not hard to see why. With features like Lead Management, Social Selling, Account Based Marketing (ABM), and more, Salesforce has everything that you need to get your business off on the right foot.

Zoho CRM is another great option if you’re looking for something affordable with all of the essentials needed for effective customer relationship management (CRM). Zoho offers a free version as well as paid versions ranging from $9/month to $99/month depending on what package works best for your business needs.

Hubspot provides an entire suite of tools including email marketing software called Hubspot Marketing Platform (HMP) which allows companies to create websites that convert leads into sales by automating lead nurturing campaigns and building landing pages that convert visitors into customers. The company also provides other services such as analytics insights through its Software-as-a-Service platform so marketers can understand their audience better than ever before!

Eloqua offers many different options depending on whether or not you want dedicated support staff members available 24 hours a day via phone calls or email exchanges–but at around 10x less cost than other enterprise level service providers like Salesforce or Microsoft Dynamics 365 Business Central Suite! This makes Eloqua very popular among small businesses who don’t have much capital but still need help managing their lead generation efforts effectively.”

best crm for customer service

We’ve researched, ranked, and rated the best customer service CRM systems for US businesses. Find your perfect fit today, and compare tailored quotes from suppliers

We’ve all been there. Stuck on hold, getting bounced from one customer service agent to another, trying to resolve an issue. When you finally do get to speak to a real person, they’re clueless to your situation, and you have to explain everything again.

It’s bad customer service, and you can’t afford it happening at your business.

Enter customer service automation. With it, you’ll turn your agents into lean, mean, service machines. No more spreadsheets, no more notebooks, and no more data silos – just a system that unifies communication across your email, social media, and phone channels, and helps you prioritize, organize, and handle customer service issues with aplomb.

But which customer service automation CRM is the right fit for your business?

We’ve researched, rated, and ranked six of the leading customer service CRM providers in the US in an attempt to answer that very question for you…

What is Customer Service Automation?

Customer service automation is both a process and a tool.

First and foremost, it’s how businesses automate key manual tasks when it comes to customer support. Let’s be clear, automation isn’t about replacing your human service agents – it’s about helping them to do their job.

It’s nothing new-fangled or sinister, either. If you’ve ever used a chatbot to set up a direct line with a company – or accessed a business’s online knowledge base to solve an issue, rather than speak to an agent – then you’ve experienced customer service automation first-hand.

Whether it’s managing issues, providing technical support, or pulling a customer’s entire history of interactions with your business and brand, it’s all easier, quicker, and more seamless when automation is involved.

Customer service automation is also a type of CRM (customer relationship management) system, too.

You’ve probably heard of CRM software already – it’s a platform for storing info about your contacts, leads, and deals, and using them to get more value from your customers.

Customer service CRM, then, is a branch of this software. Put simply, it’s dedicated to helping your phone-based and online support teams do their job more effectively – plus a whole bunch of other features, which we’ll get to in a second.

First, think about the last couple of experiences you’ve had receiving customer service from a business.

Were you passed seamlessly from one customer service agent to another? Did you feel surprised as to how quickly they had all the info about your issue to hand? Did you hang up with a smile on your face, impressed with the personalized level of assistance you received?

Yes? Well, this is customer service automation at work.

84% of surveyed consumers cited customer service as one of the key factors when deciding whether or not to buy from a company.

Without the right customer service automation CRM, there’d be infinitely more paper shuffling, clicking, ‘ums’, ‘ahs’ and ‘I don’t knows’. There’d be data silos, miscommunication between support agents, and dropped balls.

Worse still – for your customers, that is – there’d be a lot more time spent on hold, suffering through a tinny, interminable loop of Bonnie Tyler’s ‘greatest hits’.

So, what can customer service automation do for you?

Customer Service Automation: Features and Benefits

Let’s take a look at the features all top customer service CRM systems do well – and how these can help your business grow.

Issue Management Capabilities

When customer service issues arise – and no business is perfect, so rest assured they will – you’ve got to respond with speed and professionalism.

And, with customer service CRM, you can do just that. CRM software allows you to create ‘tickets’, with which you can record, organize, and track any issues that have been reported to your team. Using a simple drag-and-drop queue, you can keep tabs on the status of each issue, and easily spot links between different cases.

You can also prioritize issues, and assign team members to specific ones – thus increasing the accountability of your team, and ensuring that cases are resolved with greater efficiency.

Customer Interaction Tracking

As with CRM for sales and marketing – where tracking customer interactions helps you sell to them – CRM for customer service allows you to monitor how and where your client base is interacting with your brand.

Is that through social media? Do your customers prefer to get in touch via email, or would they rather pick up the phone and give you a call?

Tracking your customers’ interactions with your brand helps you understand their preferences, and empowers you to tailor how – and when – you deliver your service going forward.

Customer Loyalty Tracking

Acquiring new customers is important… but the real business is in retaining them.

It’s cheaper, for one. Plus, statistics show that your probability of converting an existing customer is around 60% to 70% – with new customers, that figure is as low as 5%.

Given this, engendering customer loyalty to your brand and services becomes even more crucial – as does being able to accurately track it.

CRM allows you to gain invaluable insights into your brand and industry, courtesy of your customers themselves. From directly within the CRM, you can reach out to your client base with surveys and feedback requests – allowing you to better understand your business’s NPS (Net Promoter Score), and how it’s impacting on your bottom line.

Customer History

A key benefit of a customer service automation tool is being able to build up a rich, detailed history of each interaction you have with your customers.

Having a comprehensive record of what conversations you’ve had – and whether they took place via phone, email, or social media – allows you to better understand the customer, and where they are in their journey with your business.

Plus, when your team grows beyond a certain size, having a customer history database isn’t just a plus – it’s a necessity.

When one service agent picks up the phone, it won’t always be the same one that the caller dealt with last time – so it’s important that they have all the info they need to handle the new enquiry, right at their fingertips.

Customer Service CRM: Top Suppliers for US Businesses

According to our research, the best CRM for customer service teams is Salesforce Service Cloud. Comprising the rest of the top six is Zendesk Support, Freshworks’ Freshdesk, HubSpot Service Hub, Zoho, and Dynamics 365 for Customer Service.

The Best Customer Service Automation CRMs in 2021 are:

1. Salesforce Service Cloud

As our top CRM pick for customer service, Salesforce (somewhat predictably) dominates across the board for customer approval ratings, features, and help and support. And while it scores slightly lower on price – its expensive premium plans see to that – its basic plan should still be accessible for most small businesses.

Salesforce bosses our rankings for customer service automation. Built on the pioneering Salesforce Customer Success Platform, Service Cloud is an industry-leading customer engagement tool for businesses of all sizes. From streamlining key processes to creating automated workflows, Salesforce Service Cloud frees your team up to do what they do best – provide world-beating customer service.

Salesforce Service Cloud: The Basics

Salesforce also features at the summit of our list of the best CRM systems for small businesses. Go check it out!

Salesforce Service Cloud for Customer Service: Feature Analysis

Issue management capabilities? Salesforce boasts strong case and issue management functionalities across all plans.

Upgrading to Salesforce’s more expensive tiers (i.e. ‘Enterprise’ or ‘Unlimited’) provides advanced issue management functionality, including case re-routing and case milestone tracking. All plans enable quick, seamless communication between your customer service agents.

Customer interaction tracking? Yes.

Customer loyalty tracking? Yes.

Customer history? Yes. Salesforce Service Cloud’s ‘Field Tracking History’ capability allows you to track any field changes to accounts, cases, and service contracts over the last 18 months. This ensures that you keep your finger on the pulse regarding any changes in your customers’ situations or details, and can react accordingly.



Killer customer service automation features, an affordable starting price point, and an enigmatic CEO to boot.

Should we really be surprised that Salesforce is one of the most popular CRM solutions on the market?

2. Zendesk Support

A classy customer service CRM tailored to the needs of small teams, Zendesk Support excels in the metrics of both help and support and price, and boasts a strong weighted customer approval score of 85%.

With seamless social media and channel integration, a slick ticket prioritization tool, and a multilingual interface that allows agents to work in their own language, Zendesk Support is a top pick for customer service teams. It’s great value, too, with packages starting at a mere $5 per user, per month, and plenty of data storage thrown in.

Zendesk Support: The Basics

Zendesk Support for Customer Service: Feature Analysis

Issue management capabilities? Included as part of Zendesk’s ticketing system.

Customer interaction tracking? Yes, across all plans.

Customer loyalty tracking? Yes – Zendesk allows you to generate NPS surveys to gauge customer engagement with and loyalty to your brand.



Zendesk offers two major CRM packages: ’Support’, which you’ve just been looking at, and ‘Sell’, its chief offering for sales teams.

As it happens, both are downright excellent. Zendesk Sell, in fact, is our third best CRM system for sales teams. If you’re looking to adopt an integrated system that includes both sales and customer service automation, you can’t go wrong here.

3. Freshdesk

Freshdesk (from Freshworks CRM) is our joint-top customer service CRM pick for price, but its limited features prevent it from reaching the heady heights of our list’s summit. Freshdesk also suffers from a relatively poor customer approval score, though its help and support is still among the best we found.

Though Freshdesk doesn’t boast as many features as Salesforce, it’s much more accessible in terms of pricing, which starts at $15 per user, per month. It’s also one of the most fun customer service CRM systems to use. You can create tickets in a flash, easily prioritize conversations by urgency or date, and organize support requests by the channel they came in from. It’s no wonder its customers love it so much!

Freshdesk: The Basics

Freshdesk for Customer Service: Feature Analysis

Issue management capabilities? Freshdesk enables excellent issue management across all plans. Key highlights include its priority setting feature, split ticket functionality, and (for those on the ‘Garden’ plan and beyond) the ability to create customizable satisfaction surveys to monitor progress against your customer service goals.

Customer interaction tracking? Yes, across all plans – even its free one!

Customer loyalty tracking? Freshdesk’s ‘Garden’ plan and above enable you to integrate your CRM with Survey Monkey – letting you capture overall customer loyalty and track NPS scores.



Heads up – you’re halfway through our list of the top 6 customer service automation CRMs. Time to start comparing quotes?

Simply hit one of the buttons below to start our quick questionnaire. It takes just 30 seconds to do, and by telling us more about your business’ specific customer service automation requirements, we can help ensure that you receive the best, most personalized rates on customer service CRM software.

4. HubSpot Service Hub

Though HubSpot excels in its CRM offerings for sales and marketing teams, its customer service-focused software doesn’t quite hit those same lofty heights. Hamstrung by a more limited range of features and a hefty price tag, HubSpot’s Service Hub is redeemed by wonderful help and support, and superlative customer approval ratings.

Many customer service CRM providers do automation well, but HubSpot Service Cloud takes it to a new level entirely. Its conversational bots do the talking for you, while a live chat feature enables you to work out issues in real-time, via your website. What’s more, HubSpot’s a pleasure to use – its stripped-back, modern look and feel makes it easy to get to grips with, and there’s phone-based support if you do get stuck.

HubSpot Service Hub: The Basics

HubSpot Service Hub for Customer Service: Feature Analysis

Issue management capabilities? Yes – these are included as part of HubSpot’s ticketing system. With this feature, you can record, organize, and track all of your customers’ issues from a single dashboard, which is accessible to your entire team via the cloud.

Customer interaction tracking? No.

Customer loyalty tracking? No, but Service Hub’s ‘Professional’ and ‘Enterprise’ plans allow you to run NPS surveys to calculate overall customer loyalty.

best crm for customer success

A customer success team should be able to help users succeed and consistently generate loyal customers. Through this journey, a strong alignment with every team of the company and a wide variety of supporting tools will be the most helpful.

In this article, we’ll go over 11 tools that should be essential to any customer success team, from user education to analyzing the behavior of customers.

But first, let’s start with what you should look for in a customer success tool:

Must-haves of Every Customer Success Tool

Although the core use cases of customer success tools may vary vastly, there are a number of features each customer success tool in your stack has to have.

1- Should be easy to adopt

For customer success teams, just as it is for any other team, a tool should be straightforward and easy to use.

Should work as expected with minimal effort on the customer success team’s side.

This is because customer success teams don’t have time or resources for training and lengthy onboarding processes, nor should they be bogged down by complicated software that requires too much from them in terms of technical knowledge.

2- Has to be no-code

How many of the customer success managers do you know know how to code?

What about the ones who do – are they able to code in multiple languages?

The customer success team at your company should be spending their time on being productive and not developing or maintaining software. They have enough work as it is!

So the product you’re going to adopt should fully adopt the no-code approach.

3- Strong analytics and user-identification

The duty of every customer success team is to make sure each and every user achieves success with the product and comes back for more.

If the customer success team can’t figure out who is using their product, they’re going to have a really hard time achieving that goal.

An analytics suite should be included in your customer success tool as well as strong user-identification features like linking email or phone numbers with accounts and more advanced ones such as segmentation options.

This way, you’ll know who to target next, what type of content you should produce for users, and of course, how you’re performing.

4- Data security

The last thing you need when helping out your customers is a leak of a customer’s confidential information.

A customer success tool should have strong data security features to make sure that you and your customers are protected.

The best tools use encryption techniques like SSL, two-factor authentication, and more.

It’s important for the user experience as well because if they don’t feel safe in their account, then it will really affect the extent they use the product confidently.

And these are the features we think are essential for a customer success tool to have, and we kept that in mind preparing this list.

Top 11 Customer Success Platform in 2022

So what are the best tools out there?

There’s no universal right answer, but I’ve compiled an in-depth and detailed list of 11 great and fundamental customer success tools that you should consider adopting as soon as possible, based on our own experience.

1- eWebinar – Onboarding customers through interactive webinars

eWebinar is a must-have customer success tool for automating the user onboarding experience with webinars that go beyond.

With eWebinar, you don’t have to be physically present for video presentations, training, or live webinars. SaaS companies can record their user onboarding sessions, upload the video recordings, and allow users to sign up and watch them when they’re available, regardless of their time zone. 

eWebinar has a live chat feature that allows attendees to chat with the presenter or customer success or sales rep while the session is ongoing. Attendees can participate in live polls, Q&A, downloads, special offers, and more making the presentation interactive.

eWebinar also includes pre-written email reminders and follow-ups to increase attendance and get people to show up for their sessions or watch replays.

Best Features


2- UserGuiding – the all-in-one interactive user onboarding platform

And UserGuiding is an all-in-one platform that helps you provide your customers with a seamless User Onboarding experience with the power of on-screen guidance.

Whether it is product walkthroughs, tooltips, or hotspots; UserGuiding helps you create the perfect automated onboarding process.

The NPS surveys feature helps you measure customer satisfaction.

And the segmentation feature lets you group your users into custom segments that you can target with tailored content.

It doesn’t require any coding at all.

Best Features


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3- Custify

Custify is an intuitive and user-friendly customer success platform designed for SaaS businesses to reduce churn and increase customer lifetime value.

The concierge onboarding and automation features put Custify in a unique position on the market.

Custify’s greatest strengths are the personalized onboarding process and the automation features. Within its modern interface, you can set up multiple health scores to track and determine their weight on the global account health score. With the playbooks feature, you can set up automations such as creating and assigning tasks to CSMs, sending personalized messages, or triggering custom actions.

Tracking customer lifecycles is particularly easy in Custify because of the friendly interface, and we appreciate the option to add custom CSM ratings. The platform makes it easy to track customer success, its many features focusing on the fact that each customer’s behavior is different.

Best Features


4- SmartKarrot

If there is any platform that encapsulates the latest evolution in Customer Success, then it is none other than SmartKarrot.

SmartKarrot is one of the most comprehensive, intelligent, and actionable platforms that operationalize and scale customer success from onboarding to advocacy.

Best suited for the fast-growing, customer-centric B2B companies, SmartKarrot is an all-in-one, easy-to-use customer success platform. One thing that sets it apart is the elegant use of predictive insights to provide prescriptive guidance in the form of actionable steps to its users. It brings in the aspects of customer engagement, onboarding, customer success operations, customer experience, and product adoption.

Best Features


5- PlanHat

With a minimalist interface that was designed to make customer success simple, PlanHat has many outstanding features.

Although many other customer success tools have the same features such as customer health scores, customer monitoring, and playbooks; how these features operate makes the difference. While other tools excel in one or two features, PlanHat gets an A+ from all of them.

With an all functional system that also lets teams have their shared space on the software, PlanHat is not only remarkable in functionality but also ease of use. Being designed to make it all simpler, it is known as one of the customer success tools with the easiest use in the industry.

Best Features


6- Gainsight

Gainsight is one of the top-tier customer success tools that many companies use and recommend.

What makes it so popular could be that many big companies such as Cisco and General Electric prefer the tool, or it could be because of many features that not only offer an easy-to-use experience but also cover the whole life-cycle of the customers. One of the most anticipated features of the software is the Customer Health Scores. With regular customer data flowing, the software calculates the customers’ health score, which shows how satisfied each customer is.

Such a system is especially helpful to avoid customer churn, but that’s not the only strong point of the tool. Gainsight organizes, categorizes, and predicts customers and customer behavior. Using feedback, it quickly learns customer behavior and possible outcomes.

Best Features


7- HubSpot Service Hub

Having been founded in 2006, HubSpot has been a leading company in the industry for a long time.

With other successful tools such as Marketing Hub, Sales Hub, and HubSpot CRM (which is free) HubSpot proves its prevalent success in the SaaS field. As its name suggests, HubSpot Service Hub is focused on service and not necessarily 100% customer success.

Although for now, it lacks some features that would be needed for big companies, it has great potential and a lot of workspace for smaller businesses. Its top feature is the live chat tool, which lets you customize a chat tool for your customers. Another advantage is that HubSpot Service Hub integrates with HubSpot CRM, a necessary tool for customer success. 

Best Features


Bonus: HubSpot goes off up to 90% for startups.

8- Totango

With customers like Google and Zoom, Totango is a promising software that’s ought to help you keep all your customers happy. If they can keep Google and Zoom happy, so can you.

Totango’s customer success tool Spark has a clean and easy look right from the start. It’s easy to use and fluid interface is one of the best sides of the software.

Although most of its features such as customer segmentation and the ability to integrate with third-party tools are highly praised, most clients of the product dislike the lack of automation of certain features. However, Totango is still a high-rated tool that has a free version, as well as a 30-days free trial for the enterprise version, making it an extremely functional and preferable tool for small businesses and startups.

top of mind crm pricing

Surefire: Top Rated Mortgage Marketing Engine

Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.

Mortgage Marketing Engine

Close More Loans

Surefire CRM and Mortgage Marketing Engine lays the groundwork for automating communications throughout the mortgage process. Surefire users gain access to workflows designed for the mortgage industry on day one so that lenders can focus on what they do best: closing more loans.

Surefire distributes leads, nurtures them to application, educates and informs through the application and funding process, and provides omni-channel outreach post close to capture repeat business.

Earn Repeat Business

For mortgage professionals, earning lifelong clients means earning greater profits. The key to cultivating lifelong clients is keeping in touch, and with Surefire’s milestone tracking, you’ll be the first to reach your customers with personalized, relevant content.

The perfect recipe for automation comes out of the box with Surefire’s post close Client for Life campaign. Everything from closing gifts to multimedia outreach (including text and video) are automated for years, putting your outreach on autopilot that you can trust.

Want to get started?

Get On the Fast Track to Profitability

Our goal is to ensure your CRM is customized not just to your preferences but also your profitability. By cutting down on costly learning curves, our Blueprints for Success help you improve ROI by deriving more value from Surefire sooner and without hiring a six-figure developer to achieve your mission.

Reduce Risk

Starting from scratch with a massive CRM and Marketing Automation project has major risks. They include delayed go-live, ineffective campaigns, unproven content, and expensive A/B testing that sends half the tested leads down the negative path. Eliminate all of this risk with the proven Blueprints for Success from Surefire CRM. You have the full power to edit and change all aspects of the system, but start with a package you know works out of the gate.

Nurture and Convert Prospects

With built-in email, text, phone and video messaging, Surefire’s Blueprints for Success creates revenue growth and cost savings by converting more prospects into applicants, more applications into closed loans and more past customers into repeat customers. We know you can’t realize these benefits if your software’s sitting on the sidelines. Our Blueprints for Success will show you how to quickly turn reluctant team members into enthusiastic adopters of Surefire so you can maximize our system’s effectiveness and your ROI.

Brand Aware Content Library

Tools For Every Lender’s Needs

Your Brand: Scaled Instantly

Surefire automatically takes the framework of your brand identity and applies it dynamically to our marketing library. That means you can seamlessly include Surefire content with your own in-house content and LO-generated content and project a cohesive and impressive brand story to the market.

Scale is the key. All aspects of the Surefire allow both centralized marketing control and LO/AE control of their messaging using a series of organizational and individual permissions. Surefire also allows different rules for your Distributed Retail, Consumer Direct, and Wholesale divisions in the same system. It has never been easier to manage your image while empowering your staff to develop critical relationships with borrowers than with Surefire.

Massive Mortgage Content Library

Out of the box, on the first day, you get immediate access to 1,000+ compliance-ready content pieces with the expertise to guide you in your initial selections through our Blueprints for Success. With Surefire, your brand is backed with a multi-million dollar marketing investment every year.

Your branding, outreach, engagement and education tools never get stale with Surefire. Our team of in-house experts constantly refresh your content library with original mailers and social messaging to timely content based on market news, Surefire fills your library with new award-winning content every single month.

Compete with the National Brands

Surefire has been designed from the ground up to let lenders of any size compete with the national brands. Watch as your brand is applied to exciting interactive content, your web site immediately offers lead converting calculators and forms, and your borrowers are delighted and engaged enough to remember to call you first. Earn that repeat business with Surefire.

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