CRM platforms – A Total Guide

Application software developed specifically for organizations is designed to automate the work of employees, their communication with customers / among themselves. It has been proven that the use of such software improves the optimization of the workflow; the system is needed to collect, store and analyze information about orders and customers. In this article, we will take a look at the most popular CRM systems.


This representative of CRM systems can be used by any company, regardless of their scale and type of work. However, due to its ease of use and modest price, Zoho is positioned as one of the best management systems for small businesses. With this program, you can exercise full control over the work of the company. There are not many options for personalization in the system, but a paid extension allows you to level this drawback.

Key features:

  • Tracking site visitors and customers;
  • The ability to integrate more than 100 third-party applications, incl. LinkedIn, Zapier and email services (Google, Outlook);
  • With basic integrations, you can completely do without programmers;
  • Live information;
  • Personal settings of access rights;
  • b2c marketing automation software;
  • Open API code;
  • Mobile version (for the paid version).


Pipedrive is a cloud-based CRM system for small businesses that is primarily focused on sales. It also has extensive functionality for marketing, collaboration and reporting. This control system uses AI to automate repetitive tasks. It has been on the market for over 10 years, operates in 180 countries and has more than 100 thousand customers today. Among the users are such large brands as Vimeo and Amazon, although Pipedrive is unlikely to be suitable for large businesses, because it lacks a full sales cycle and lacks integration with accounting.

Key features:

  • 24/7 tracking of leads and sales from forms and chat bots;
  • Synchronization with e-mail;
  • Integration with over 150 third-party applications;
  • Detailed reporting;
  • Virtual assistant to automate work with leads and customers;
  • Collect absolutely any customer data through an unlimited number of custom fields.


Cloud CRM system designed to manage online sales. Designed primarily for small businesses. The main tasks that retailCRM can perform is the automation of order processing and their distribution among managers. To do this, the program provides many necessary tools, including built-in call tracking, segmenting clients, assigning tasks, removing duplicates, etc.

Key features:

  • Integration with more than 90 third-party services and applications, including well-known online stores (Ozon);
  • Synchronization of the product catalog;
  • The presence of a mini-version of the retailCRM Chat program for trading on Instagram;
  • Personnel Management;
  • Triggered mailings to automate actions;
  • IP telephony;
  • Collection of orders in one place and distribution among managers.

NetHunt CRM

A simple but very effective CRM from the popular crm platforms that helps automate sales. NetHunt is integrated into your Gmail mail and G Suite applications. Among the main tasks of this system for customer relationship management are finding and tracking potential buyers from different sources, effectively tracking leads, collecting information about customers, etc.

Key features:

  • Newsletters directly from Gmail mail;
  • Lead generation through feedback forms and online chats;
  • Integration with many popular third-party applications and messengers via Zapier;
  • Easy import and export of data;
  • Well-developed sales funnel;
  • Updating customer information in automatic mode;
  • Availability of a mobile application.