What is the best CRM for consulting

The best CRM software (detailed evaluation)

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Your company wouldn't exist without customers.

In theory, it could still exist, but it wouldn't survive long, which is why it is so important to get to know your customers better and understand their wishes.

The knowledge gained can then be used to improve the user experience and make more money.

With good CRM software you can streamline, simplify and improve the processes within your company in order to offer your customers an ideal experience.

However, one of the biggest challenges nowadays is to find a suitable CRM system, because the choice is overwhelming.

To help you with this important task, I have analyzed and rated the best CRM solutions and then put the best of the best together for you in this list.

The 5 best CRM software

  1. Hubspot - The Best Free CRM Software
  2. Salesforce - The Most Versatile CRM Software
  3. Zoho CRM - The Best Solution for Small Businesses
  4. Freshworks - The best CRM system for sales
  5. Creatio CRM - The best CRM solution for large corporations

How to find the best CRM solution for your company

With so many choices, choosing the perfect CRM system seems like an impossible task, so I'm going to show you what to look for when choosing.

Size of the company

The size of your company naturally plays a decisive role. For example, if your company has multiple departments, e.g. B. Marketing, sales, IT and customer service, you need more functions than a company with only five employees.

It is also important to note who is to use the software. You can choose a software and then pay for it, but then you have to use it, otherwise it doesn't make any sense.

The software has to be set up and then you have to use the functions sensibly so that the investment is worthwhile.

In a small company, every employee is likely to come into contact with the software, while large companies assign certain employees for certain functions and in this case a dedicated team takes care of the CRM system.

The size of your company also has an impact on costs. More users usually drive the cost of software up.

All of these things need to be taken into account when making your decision.

Areas of application

Before you make a decision, you must of course think about where the software should be used. Think about which processes and areas need to be improved and which could benefit from CRM.

CRM software is typically used in areas such as marketing, sales, IT and customer service. Which department needs to be optimized and do you have the necessary capacities to install and maintain such software?

There are specific CRM solutions with an industry focus. Perhaps your company would benefit from a CRM system that is tailored to your industry. However, these solutions are often more expensive.

Basic functions

A CRM system is equipped with certain basic functions, so the CRM system you choose should also have basic functions. While functionality varies from system to system, there are certain things that should be there, including:

  • Contact and lead management
  • Saving and sharing documents and files
  • Workflow automation
  • Tracking of workflows and processes
  • Mobile access

The basic functions mentioned above should be available.

Advanced features

Of course, you also need other CRM functions. These are often included in more expensive plans, so you have to pay attention to the pricing of your CRM provider when making your selection.

The illustration of the current work processes is certainly also helpful.

You can then use these to identify areas that need to be optimized and to find the right CRM system for them, thus further narrowing down your choices.

Third Party Integrations

You need a CRM tool that can be integrated with the programs currently in use in your company in order to automate and streamline your processes and workflows. To do this, compile a list of programs and tools that you use and check whether the CRM software can be integrated with these programs.

Here is a list of commonly used programs:

  • Email platforms
  • Social media programs
  • Internal communication software
  • Customer service programs
  • Call / video chat software
  • Shopping carts (for e-commerce)
  • Contract / offer software
  • Integration programs (e.g. Zapier)
  • Analysis programs
  • calendar

Make a list and use it to find the right CRM program. If necessary, you can get advice from the providers at any time without obligation.

The different types of CRM software

There are three types of CRM software. The most frequently used solution are operational CRM systems. Fortunately, more and more functions of the other CRM systems are being transferred to operational systems, which ensures that companies do not have to install and manage three different systems.

Before we move on to my top recommendations, however, I would like to briefly look at the different systems.

Operational CRM

Operational CRM systems help companies organize their work processes and improve lead management, processes and procedures are streamlined in order to give customers a better experience.

Operational CRM is used in three areas:

  • marketing
  • distribution
  • Customer service
  • IT

This type of CRM is usually the first thing that comes to mind when you hear the term CRM system. My recommendations all fall into this category as well.

Analytical CRM

Analytical CRM systems help companies acquire and analyze customer data. This CRM software analyzes i. d. Typically large amounts of data and valuable information that can then be used to optimize the user experience.

My CRM recommendations have functions that support the analysis of customer data.

There are of course CRM systems that specialize exclusively in analyzing data and have more robust functions. These systems are particularly suitable for large companies and research institutes that have also specialized in the analysis of customer data.

Collaborative CRM

Collaborative CRM systems enable companies to share the information they have gathered from their customers using operational and analytical CRM systems.

Employees and different departments can exchange customer data, contact information and leads.

In this way, customer interactions can be better tracked and your company is able to identify the preferred communication channels of all customers.

The combination of these features enables the delivery of a smooth customer experience.

The CRM providers recommended in this article offer versatile CRM solutions that can be easily integrated into existing processes and simplify collaborative workflows.

However, if you are looking for a CRM system with a special focus on collaborative processes, there are certainly better solutions.

# 1 - Hubspot - Review: The Best Free CRM Software

If you're in marketing or sales, you've probably read an article from Hubspot or taken one of their free certification courses. The company offers a robust CRM system with which you can simplify all processes and workflows for customer relationship management.

Hubspot offers unprecedented insights into the behavior of your customers.

Do you want to know when customers read their emails to increase your open rates? No problem. Maybe you want to find out how your website visitors behave. Hubspot makes it possible.

Hubspot offers different solutions that can be tailored to the areas of your company, including role-specific access for marketing, sales, customer care, managers and managing directors.

The free CRM solution has the following features:

  • Contact management
  • Email scheduling
  • Deal pipeline
  • Planning meetings
  • Live chat
  • Contact's website activity
  • Email tracking & notifications
  • Documents
  • Calls

Other providers only offer this variety of functions against payment. Of course, Hubspot also offers paid plans that are definitely worth the money.

The starter plan costs 41 euros per month as an annual subscription. Hubspot also offers bundles. The Starter Suite includes four CRM systems and costs 46 euros per month with an annual subscription.

For only 5 euros extra you get a software solution that is specially tailored to marketing, sales and customer service.

However, the prices only include 1,000 contacts. If you want to add more contacts, the price increases accordingly.

Register for free today and try Hubspot for yourself.

# 2 - Salesforce - Review: The Most Versatile CRM Software

Whether small business, marketing, sales, customer service or IT, Salesforce has the ideal CRM solution. This provider is known for its versatility and offers special solutions that are tailored to the company.

Its customers include over 150,000 companies, including T-Mobile, Adidas and Yeti. Salesforce helps each of its customers with customer loyalty.

The company has 14 industry-specific solutions, including CRM for:

  • Financial services
  • Healthcare
  • manufacturing industry
  • Consumer goods
  • Energy sector
  • Communications industry
  • Nonprofit Organizations

The system is so versatile because you can choose the apps yourself and put together a CRM system that is perfectly tailored to your company.

From marketing automation and sales to call center solutions and self-service portals, Salesforce offers everything you need to maintain your customer relationships.

Here's a quick pricing overview:

  1. Essentials - 25 euros per user / month (ready-to-use CRM for up to 10 users)
  2. Lightning Professional - 75 euros per user / month (full CRM)
  3. Enterprise - 150 euros per user / month (flexibly adaptable CRM)
  4. Lightning Unlimited - 300 euros per user / month (unlimited CRM functionalities with marketing automation for up to 1,000 contacts)

You can add additional functions at any time if necessary. Salesforce also offers special CRM packages for sales, customer service and marketing, each with different functions.

You can use the free trial version to try Salesforce.

# 3 - Zoho CRM Review: The Best Solution for Small and Medium Businesses

Zoho CRM is different from the other CRM solutions on my list because it's an all-in-one system. There are no additional modules or functions for different departments, which makes it the ideal solution for small and medium-sized businesses.

Zoho offers 40 other business tools, so if you already use Zoho software, integrating the CRM system is a breeze.

The company has a global network and over 150,000 customers (including Netflix and Bose) from 180 countries, so you're in good hands.

Zoho offers a free CRM version for up to three users. This version has important basics like leads, documents and mobile apps.

The extended plans have numerous other features such as:

  • Sales signals and notifications in real time
  • Blueprint Business Management for online and offline processes
  • Lead Conversion Predictions
  • Multiple pipelines
  • Serial emails
  • Inventory management
  • AI assistant
  • Advanced customizability

The cheapest version is $ 12 per user / month, an affordable price for small businesses.

There is a 15-day free trial if you want to try Zoho CRM.

annotation: Zoho has launched a new sales CRM system designed specifically for small businesses. The pipeline-centric CRM is called Bigin and also has a free trial version. The Express version costs $ 7 a month per user when billed annually.

# 4 - Freshworks - Rating: The Best CRM System for Sales

Freshworks (formerly Freshsales) is specially geared towards sales and is therefore the ideal solution for sales and lead management. Whether cold leads or existing customers; With the great functions for automating customer loyalty management, this CRM is suitable for all purposes.

It helps you find new leads and then contact them on your preferred channels to turn the lead into a customer.

Freshworks has a built-in email and calling system for faster and easier contact.

The CRM system is used by over 40,000 companies, including well-known names such as Dyson and Best Western. The provider is still relatively young, but by no means inexperienced.

Freshworks has strong sales functions:

  • Contact, account and deal management
  • Task and appointment management
  • Merge or clone records
  • Extended conversation views
  • Lead generation bot
  • Time-based workflows
  • Sales offensives
  • Team inboxes and email forwarding
  • Email scheduling, templates and notifications
  • Track website visitors
  • Mobile device app for iOS and Android

In addition to these impressive features, 15 industry solutions are offered, including: for retail, e-commerce, manufacturing, logistics and healthcare.

The “FREE FOREVER” start-up plan offers unlimited access to all functions for unlimited users so that you can test the CRM system extensively.

The pricing is clear and has robust features for businesses of all sizes. Here is an overview of the premium plans:

  1. Growth - $ 29 per user per month (for small teams)
  2. Pro - $ 59 per user per month (for sales teams looking to increase their efficiency and performance)
  3. Enterprise - $ 99 per user per month (for large businesses)

There's a 21-day free trial to try Freshworks and see if it's the right solution for your sales.

No. 5 - Creatio - Rating: The best CRM solution for large corporations

Although the other CRM software on my list also offer an enterprise version, they could still be too restrictive for managing large corporations, but Creatio is a CRM system that was specially developed for large companies and corporations.

It offers special CRM solutions for marketing, sales and customer service.

The marketing solution has everything your company needs to streamline multi-channel marketing campaigns and lead management.

The functions include:

  • Visual interface for campaign design
  • Tracking and segmentation of the behavior of your website visitors
  • Extended trigger campaigns
  • Personalized email marketing
  • Event tracking and response management

The price depends on the number of contacts and emails per contact.

The sales solution is perfect for large sales teams. The end-to-end sales management platform simplifies your processes and saves time.

Features include:

  • Opportunity management
  • Customer profiles and insights into buying behavior
  • Field service management
  • Performance and operation

The sales CRM system costs from USD 30 per user per month.

The service solution for customer service helps optimize customer care processes in order to be able to offer an ideal customer experience from start to finish.

The functions include:

  • Account and contact management
  • Case and knowledge management
  • Omnichannel communication
  • Service catalog
  • Contact Center

The customer service CRM system starts at $ 45 per user per month.

But you can also buy a CRM bundle. The costs can be easily determined with the online price calculator.

With the free trial version, you can try Creatio without obligation.


I would recommend Hubspot, Salesforce, and Freshworks to most companies because each of these CRM providers has a wide range of features that are suitable for teams from all areas, including sales, marketing, and customer service.

Plus, each of these CRM systems is easy to set up, easy to use, and affordable.

However, which is the best CRM software depends on the size of your company, your needs and the features you want.Use this article as a guide to help you find the best solution and make a final decision.

Which CRM software do you use?