10 CRMs with Smart Features to Automate Your Sales Process

Dean InfotechAnkit Agarwal Wednesday, February 21, 2024

In a world where markets are getting more challenging by the day, using efficient technology for salesforce development services is now more critical than ever. For businesses to increase sales, a strong customer relationship management (CRM) system is necessary. It speeds up their work and improves their organization. 

Integrated automation eliminates tedious manual processes so reps can drive more meaningful engagement. With insightful analytics, forecasts, and reporting, CRM powers data-driven selling strategies and informed decision-making across sales executives and frontline teams. As dynamics evolve, the best sales CRM software adds intelligence and efficiency at every customer touchpoint, giving enterprises a vital competitive edge.

What is CRM?

CRM software entails an integrated set of capabilities for managing complete lead-to-loyal customer lifecycles. This includes tools to track prospect engagement across channels, analyze touchpoint effectiveness, centralize communications, automate workflows and tasks, score leads, visualize sales pipelines, and make projections. 

Essential functions span marketing, sales, and customer service to align business processes towards customer-centric strategies. By unifying data enterprise-wide, sales CRM software breaks down silos providing comprehensive individual customer profiles. This insight guides more relevant messaging and offers at the right time to accelerate opportunities through the pipeline.

10 CRMs with Smart Sales Features

Many robust CRM platforms help configure streamlined sales processes, but a few provide advanced automation coupled with cutting-edge AI to enable the next level of sales productivity. Here are the top options with some of the most sought-after features:

1. Salesforce

Salesforce CRM is an excellent global marketing platform that uses cloud technology to improve customer care, analyze customer data, and increase sales. It effortlessly integrates customer service, marketing, sales, and analytics to enable easy contact tracking. 

It provides significant insights through user-friendly features, and its adaptability enables customization to meet specific business requirements. Valuable tools like email templates, quick text actions, and multi-channel campaign managers amplify engagement velocity extensively. 

Key Features:

  • Internal Chat Integration
  • Service History Tracking
  • Call Center Management

Pricing: From $25/month

Website: www.salesforce.com

2. HubSpot

Using machine learning, HubSpot, an all-in-one marketing, sales, and support platform, provides sales playbooks and next-best actions based on individual accounts. 

It offers a variety of efficient lead nurturing and marketing automation solutions. Customer relationship management and in-depth sales data analysis. Managers receive reliable progress reports and deal projections based on historical data, which forecast the likelihood of success for current opportunities.

Key Features:

  • Predictive Sales Forecasting
  • Generative AI
  • Conversation Summaries

Pricing: Free and paid plans from $50/month

Website: www.hubspot.com

3. Zoho

Zoho applies AI and machine learning across its CRM for robust automation capabilities. This CRM offers a standout feature like conversational chatbots to streamline interactions at high volumes. Moreover, its lead intelligence tools analyze activity automatically to classify engagement levels, continuously improving with more data.

Key Features:

  • Automatic Customer Research
  • Real-Time Reporting
  • Automated Cross-Selling

Pricing: From $12/month

Website: www.zoho.com

4. Pipedrive

Pipedrive is an effective CRM platform that makes strategic recommendations and accurately analyzes probability using reliable algorithms. As a result of its emphasis on sales funnel management and user-friendly interface, progress tracking is made a mere cakewalk.

You can easily combine structure and flexibility in your sales process with Pipedrive's customizable features and productivity solutions. It's quite simple to keep track of developments, pinpoint problem areas, and tailor the platform to your own workflow.

Key Features:

  • Activity Reminders
  • Meeting Schedulers
  • Third-Party Integrations

Pricing: From $12.50/month

Website: www.pipedrive.com

5. Insightly

Being one of the best sales CRM for small business, Insightly doesn’t compromise on smart elements like AI-based alerts highlighting changes needed in strategy to move sales forward, as well as suggestions of best actions on opportunities. Auto capture of emails, texts, and meetings also facilitates rapid relationship management at scale.

Key Features:

  • Inventory Management
  • SMS Marketing
  • Lead Scoring

Pricing: From $29/month

Website: www.insightly.com

6. Freshsales

Freshsales, from Freshworks, is a dynamic sales force automation application for fast-paced sales teams. AI-powered insights help to streamline lead generation, contextual engagement, and deal acceleration. 

Freshsales streamlines procedures and improves team performance by providing built-in communication channels such as email, phone, chat, and telephony. Freddy AI provides actionable deal insights and accurate revenue predictions. Native CPQ ensures easy quote production. 

Key Features

  • Multi-Channel Lead Scoring
  • Integrated VoIP Calling
  • Rules-Based Workflow Automation

Pricing: From $12/month per user

Website: https://www.freshworks.com/

7. Capsule

For small to medium-sized businesses, Capsule CRM is a simple-to-operate application that effectively streamlines sales operations. With recent improvements, communication is improved by smoothly integrating contacts and attachments into Capsule.

As an email-focused sales tool, Capsule provides automated capture, summaries, and notifications that enhance CRM data and engagement workflows.

Key features

  • Email Tracking
  • Task Management
  • Automation Tools

Pricing: From $18/month per user

Website: https://www.capsulecrm.com/

8. Copper

Copper CRM is a robust business tool designed for Google Workspace synergy. Its important feature is its integrated project management, which makes use of Kanban cards and does not require additional platforms. 

Google Cloud's Copper is an excellent relationship management tool for expanding teams since it provides smart tools that promote productive collaboration and long-term growth. 

Key Features

  • Contact Management
  • Email Tracking
  • Workflow Automation

Pricing: From $19/month per user

Website: https://www.copper.com/

9. Salesmate

Salesmate is considered to be one of the best sales CRM for small business. It provides all-inclusive solutions for sales, customer interaction, and optimization. Beyond CRM basics, this platform’s main automation emphasis enables businesses to improve productivity and optimize operations. 

Key Features

  • Sales Automation
  • Built-in Calling
  • Google Integration

Pricing: From $15/month per user

Website: https://www.salesmate.io/

10. Monday.com

Being one of the best sales CRM software, monday.com is designed to simplify corporate processes. With features like Gantt charts, agile roadmaps, sprint planning, and Kanban boards, it provides project planning teams with a flexible framework. 

Although it might be challenging to find a free plan, this platform is great for meeting a range of project management demands.

Key Features

  • Inventory Management
  • Email Tracking
  • Lead Nurturing

Pricing: From $10/month per user

Website: https://www.monday.com


The best CRM for service based business automates processes, streamlines communication, and centralizes client data. Tailored for increased sales operations, these solutions highlight analytical insights and a customer-centric approach. 

The above-mentioned CRM solutions, with features such as automation, mobile compatibility, and rigorous security, help boost customer loyalty and allow targeted marketing campaigns.



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