Best Marketing CRM (2024)

Zoho offers small businesses the tools to manage lead pipelines by attracting new leads, nurturing them through the customer journey and closing sales. Using Zoho’s marketing CRM, you can capture contact and demographic information via web forms and across digital channels. In addition, Zoho’s reports gather and show data surrounding your employees’ interactions with your leads and vice versa.

From there, you can seamlessly respond to leads or customers by launching real-time or automated personalized campaigns across the web and via email. Zoho’s complete view of leads and customers offers the insights you need to create custom journeys that nurture purchases. Further, Zoho’s brand-interaction history offers tools to expertly upsell and retain customers by first segmenting them based on their past actions, then automating follow-up.

Zoho’s free plan allows a single user to manage one pipeline, 500 records and create campaigns on any device. Its Express version allows users to capture and store 50,000 lead records and manage three pipelines across email, websites and social media. Finally, its Premier plan allows for the management of 100,000 records, ten pipelines and advanced workflows and automations.

Learn more about what it has to offer with our Zoho CRM review.

Who should use it:

Zoho is most useful for any business wanting to easily tap into personalization for more effective lead generation.

Zendesk Sell offers one centralized place to manage all your business’s contacts and leads, creating a holistic view of each. Using this data, you can personalize every interaction you have with leads. For example, by understanding the stage in which your lead is in the customer journey, you can easily create a filtered list of other leads at that stage, then send a targeted bulk email to help all of them move to the next stage of the buying journey.

To make the process even easier, Zendesk Sell’s email sequences allow you to automate your emails throughout the customer journey. At first contact with a lead, you can create an introductory welcome email, then add future emails to the sequence to move leads from one stage to another until they reach the conversion (or purchase) stage, at which point a sales representative can reach out to them.

Zendesk Sell’s reporting features help you to improve your current conversion rates while forecasting successes and potential failures in the future. You can, for example, view your likely revenue during a specific time period. If that forecast is low, you know to pivot your marketing strategy to boost that revenue.

One way to solve problems is by accessing Zendesk Sell’s pipeline analysis reports. Here, you can detect any bottlenecks that stand in the way of leads’ progression to the conversion stage. Use this information to test how you might break through those bottlenecks to boost future revenue. Analytics reports that show all channels with which leads interact with your brand give you granular insights into where problems may lie.

Learn more about what it has to offer with our Zendesk Sell review.

Who should use it:

Zendesk Sell is best for companies that are struggling to understand why their lead conversion rates are low or that want to boost lead conversion rates to meet new goals.

The marketing CRM features of monday.com allow you to gather data that creates a holistic view of all your leads. From there, you can monitor interactions with your company to deliver a personalized experience that keeps leads moving toward a purchase. Its robust CRM marketing automation tools make monday.com’s CRM stand out from the rest, allowing you to automate marketing tasks for a perfectly targeted, efficient and engaging lead-nurturing marketing strategy.

Use monday.com’s website forms to ask leads key questions about their interests. The captured data automatically imports into monday.com’s CRM. Then, using data on leads’ interests and buying stages, tap into email templates to create and send personalized emails, then track their performance and responses. Finally, automate email sequences to continue nurturing a purchase. Email templates even autofill using data from your CRM on each lead.

Finally, use more automations coupled with integrations to enact your marketing strategy with ease. Available monday.com marketing integrations include Mailchimp, Facebook Ads, HubSpot, Hootsuite and many more. Integration automations allow you to use automation recipes, for example, to share content marketing posts on preset publishing dates.

Then, use integrations to manage your pipeline when marketing campaigns bring in leads. For example, when a lead opens an email, use automation recipes to notify sales reps when it is time to reach out to close the deal. Or, when a lead has been deemed a qualified one, move their record to the “qualified lead” stage so you can appropriately manage the lead via further marketing outreach.

Learn more about what it has to offer with our monday.com review.

Who should use it:

Businesses that are looking for ways to automate marketing outreach to manage their lead pipelines more efficiently should consider monday.com for their marketing CRM.

Salesforce’s plan prices start at $25 per month for small businesses and rise to enterprise-level plans. This means that, no matter how large you grow your brand, Salesforce can help you every step of the way. In its small business marketing CRM plans, you can tap into lead capture and management tools, email marketing tools (such as templates, integrations and mass email capabilities), tools to capture customers’ web data and a complete view of leads.

With website forms, capture leads’ personal data, such as their interests and email addresses. Then, use email templates to create targeted campaigns based on leads’ website behavior. Finally, monitor your leads’ every interaction with your brand to learn what they want. An intuitive, customizable dashboard gives you information on your leads’ or customers’ interaction history and even any complaints they’ve had. Use this data to set automation rules and to follow up.

Salesforce’s AppExchange offers more access to telling analytics via apps such as Mailchimp and dashboards that give you an organization-wide overview of your company pipeline, including how many leads you have, their general statuses, your company’s conversion history and how many leads you’ve won and lost. Use this data to inform future web and email campaigns, boost conversions and upsell customers with stage-specific content.

Learn more about what it has to offer with our Salesforce review.

Who should use it:

Companies that want to increase the effectiveness of their email marketing should use Salesforce’s marketing CRM.

HubSpot’s CRM Suite offers a comprehensive relationship management solution through a selection of specialized “Hubs” you can add to customize your CRM, including its Sales, Marketing, Customer Service and Operations Hubs. By adding HubSpot’s Sales Hub and Marketing Hub to your HubSpot CRM, you can seamlessly manage all your marketing campaigns. Just tap into your CRM’s lead and customer data for a personalized approach.

The HubSpot Marketing Hub offers a wide breadth of marketing tools to create personalized content. Publish landing pages with forms to capture leads’ data. Then, while relying on captured data insights, create ads and publish them across Facebook, Instagram, Google and LinkedIn. SEO and blog publishing tools help you build brand awareness and organic website traffic. Even create and embed videos across your website, social media and the web.

Easily integrate HubSpot’s Sales Hub into your CRM for even more marketing tools, including pipeline management and email templates and sequencing. Use data captured via website forms to create personalized automated email sequences that turn leads into customers. Use Sales Hub reporting to learn how effective your customer journey is in converting leads to customers, then forecast future successes or areas of improvement.

Learn more about what it has to offer with our HubSpot CRM reviewand our list of alternatives.

Who should use it:

Companies seeking to meet customers in the right way, at the right time and in the right place across the web should use HubSpot’s CRM, including its Sales and Marketing Hubs.