Compare the Best CRM Software of 2026
The Best CRM Software
The best CRM system for your SMB will vary depending on what you need. However, we know that if you stick with the popular CRM software options below, you will be well on your way to growing your business and managing clients and potential customers.
Zoho CRM
OnePageCRM
Bigin
Apptivo
Agile CRM
Salesmate
Bitrix 24
Monday.com
HubSpot
Microsoft Dynamics CRM
Why Some Companies Didn’t Make the Cut
As mentioned at the beginning, we researched dozens of CRM platforms; however, not all of them can be the best CRMs.But,there are some companies that still deserve recognition. Below, I’ll quickly cover three CRM platforms that just missed out on making the mark but that should still be considered by SMBs looking for a solid customer relationship management solution.
Salesforce
One of the most recognizable names in the CRM space, Salesforce, didn’t make our top 10, but it is still a powerful platform. Salesforce offers a free plan, which supports two users and basic CRM tools, including lead and contact management and simple email marketing tools. Its $25 per person (billed monthly or annually) Starter Suite is a bit beefier and offers dynamic email marketing tools, sales flows and lead routing, while the $100 Pro Suite offers forecasting and great customization tools. It didn’t make the top 10 due to its steeper learning curve. You can learn more in our full Salesforce review.

Pipedrive
If you need CRM software that can simplify your email marketing efforts, Pipedrive should be on your radar. Pipedrive’s drag-and-drop email builder and email templates can help you get a campaign off the ground in a jiffy.As you’d expect, Pipedrive offers a healthy suite of tools that include pipelines, plenty of integrations,segmentation tools and artificial intelligence (AI). If the cost of entry (plans range from $24 to $99 per user monthly) was lower, it may have crept into the top 10. You can learn more in our Pipedrive vs. Salesforce comparison.

Insightly
If you work with sensitive data, you might want to consider Insightly, which offers an extensive list of privacy controls and a robust suite of CRM tools. Insightly lets admins control item visibility, set user roles, create permissions and configure single sign-on policies for extra security. It is also HIPAA and GDPR compliant. The biggest kicker is, again, the cost of entry. Insightly’s CRM plans start at $29 per user per month and increase to $99 per user per month (billed annually). However, marketing tools, integrations, automations and service features cost extra, which can dramatically increase expenditure.Learn more in our full Insightly review.

Methodology
Software testing is a serious business. So, to give software platforms a fair trial, we use our proprietary rubric to help rank multiple features and test the top platforms. For the best CRM software roundup, 41 platforms were chosen, and 35 features across seven categories were analyzed. Each CRM was then awarded a final score. In the table below, you can see how each research category was weighted.
How To Choose the Best CRM Software
Now that we have looked at the 10 best CRM platforms, it’s time to determine what you should seek when looking for a customer management relationship software platform. In the following sections, you’ll learn what tools to look for, how to navigate software expenses and how to tell if a particular platform is user-friendly.
Essential CRM Software Features
Before jumping into any old CRM platform, you need to do your due diligence and ensure that critical features are offered. I advise you to visit platform websites to look at feature lists before deciding. Double-check to ensure that the vast majority of features listed below are present.
- Pipelines. CRM software should provide pipelines that allow you to monitor deals and more during every stage of your process. Pipelines are generally visualized on Kanban boards, so ensure they’re offered.
- Task management. Any CRM platform worth its salt will allow users to track important tasks. Make sure that the platform you’re interested in provides calendars, boards or to-do lists so that you can keep track of everything you need to do.
- Automation. To improve efficiency and processes, you should ensure that your chosen CRM can automate workflows and create recurring tasks so that you can save time and money.
- Integrations. SMBs use many software platforms. As such, before picking a new CRM, double-check and ensure it can work well with the software you already use.
- Document management. CRM implementation is a big undertaking, so make sure it offers everything you need, including a document management system (DMS). A DMS allows you to upload files and attach them to tasks, deals and clients, making it easier to track important paperwork.
- Industry-specific features. If you’re looking for a CRM for real estate, marketing a financial advisory company or a call center, ensure that it offers industry-specific features, such as email marketing tools, telephony and portfolio managers.
Value
All SMBs must consider how much value a particular platform offers before signing up for expensive plans. While I can recommend software, ultimately, only you know what tools you need and your budget. Do a little research before taking the plunge to ensure that you have the finances for additional software and that your spend gives you everything you need.
Many platforms offer free CRM tools that can help get you started. These free platforms provide essential tools and are ideal for startups. However, you’ll need to pay to get the most out of any CRM. The cost of entry-level plans can range from $10 to $20 per user per month, while feature-rich top-tier plans can cost in excess of $70 per user per month. Again, check your budget and then determine which plan offers the best bang for your buck for your needs. Our CRM pricing guide can also help you get a handle on what to expect to pay.
Ease of Use
Ease of use is one of the most overlooked features of any software. So, before signing on any dotted line and committing your SMB to an expensive customer management relationship software, I recommend taking any opportunity to test-drive software. Most providers offer free trials ranging from one week to a month, and others offer free plans that let you try some of the tools.
Take advantage of the trials and free plans. Use the software, see how it feels, and ask yourself if it’s easy to navigate and if the tools are user-friendly. I highly recommend digging into the available integrations and automation builders, adding tasks to a Kanban board, creating pipelines and interacting with any critical feature your workflow needs. By doing this, you can make a sound decision that will benefit your company and team.
Frequently Asked Questions (FAQs)
CRM software lets business owners and their employees manage process pipelines on Kanban boards, track tasks and interact with clients and potential customers. Thanks to integrations and automations, CRM software can also help increase productivity and improve processes.
How much does a CRM cost?
CRM software ranges in price from free to use to upwards of $70 per user per month when billed monthly. The cost can change based on the features of the selected plan and how many team members need access to the software.
How can an SMB benefit from a CRM?
SMBs can massively benefit from a customer relationship management system as it can help streamline customer interactions, generate leads, work with existing business software to create automated workflows and improve email marketing and drip campaigns.




Zoho CRM has a clean user interface and an extensive list of tools.




Apptivo allows you to track everything from start to finish.
Agile CRM’s interface is on the dingy side of things but is perfectly usable.
The layout tools let you create the ideal interface for your operation.


The boards on Monday.com are well-designed and easy to customize.


