With the right CRM software, businesses can keep and maintain records of their contacts and forge relationships with their leads and clients. Read along to learn more about our list of the four best CRM software in India.

Businesses can use CRM software to acquire and nurture customers

The CRM market in India is on the rise. According to a report by MarketResearch.com, ‘the CRM software market in India is expected to reach INR114.34 billion by 2027’ with a growth rate of around 18.14 % between 2022 and 2027.

With many companies being forced to go digital during the pandemic, a more substantial need for systems that can cater to virtual environments possibly arose. As such, many companies may have opted for CRM software capable of integrating with nearly every aspect of the business, helping keep track of customer connections, streamline processes, and increase sales.  

What is CRM Software?

Customer relationship management (CRM) software allows organisations to manage customer interactions at every stage of the customer journey, from the first point of contact to the post-purchase phase.

When choosing a CRM system, businesses need to take certain aspects into consideration. Some of those include the scale of the business, the requirement for remote and mobile access, the required level of customer interaction, the staff's technical aptitude, and the compatibility between the CRM software and other crucial programs currently deployed. 

In this article, we have curated a list of the four best CRM software small to mid-sized enterprises (SMEs) can use to build and maintain relationships with their customers. The tools are listed in alphabetical order. The following criteria guided our selection of these software (the detailed methodology is at the end of the article): 

  1. Have an overall rating of at least 4.6/5 stars by users
  2. Have at least 55 user reviews between May 2021 and May 2023
  3. Meet the market definition of customer relationship management software
  4. Are headquartered in India

1.

Reports dashboard in Kylas Sales CRM
Users can use the reports dashboard to get insights into their sales, revenue and other metrics [Source: Capterra]
  • Overall rating - 4.7/5
  • Ease of use - 4.7/5
  • Customer service - 4.7/5
  • Features - 4.5/5
  • Value for Money - 4.8/5

Kylas is a customer relationship management software that businesses can use to streamline their sales process, business activities, customer interactions and more. The tool offers features for both sales representatives and sales managers according to their needs. Using contact management, businesses can organise and manage customer contacts in one location and segment them based on the requirements. The tool also offers lead management, which can help businesses track and manage their leads throughout the sales pipeline, helping them improve the conversion rate. Businesses can create customisable sales reports using the dashboard. This can help them better understand their performance and plan their goals accordingly. 

Moreover, the tool also offers sales automation which can help companies automate their sales processes and routine tasks to improve sales efficiencies. Using this, stakeholders can get automatic mobile and email reminders of their upcoming activities. Other features offered by the software are field sales management, user management, data management and security, and sales collaboration, among others. You can visit their website to learn more about their pricing and additional features. 

2.

Lead activity dashboard in Sales Simplify CRM
Users can track lead activities like interaction date and type using the activities dashboard [Source: Capterra]
  • Overall rating - 4.6/5
  • Ease of use - 4.6/5
  • Customer service - 4.4/5
  • Features - 4.5/5
  • Value for Money - 4.4/5

Sales Simply is a SalesOS that can help businesses streamline their sales activities, automate sales tasks, close leads, and engage with potential customers. Sales Simplify allows users to manage their leads and contacts in one dashboard. Moreover, users can also get an understanding of which deals in the pipeline require their attention using AI-powered insights, which can help them close high-priority deals first. The tool offers workflow automation to help them capture and distribute leads to sales representatives, view updated information in the CRM and manage their pipeline. 

Businesses can use lead management to nurture their leads, set up meetings with them, view the engagement timeline, and set follow-up reminders. The campaigns module allows users to connect and engage with their prospects and existing customers on multiple channels, like email, chat platforms, and SMS. Additional features offered by the tool are lead capture using the lead bot, meeting scheduler, and integrations, among others. More information on their pricing and other features can be found on their website. 

3.

Sales Workflows in LeadSquared CRM
Sales workflow can help businesses to create a step-by-step workflow of turning prospects into customers [Source: Capterra]
  • Overall rating - 4.3/5
  • Ease of use - 4.3/5
  • Customer service - 4.4/5
  • Features - 4.3/5
  • Value for Money - 4.2/5

LeadSquared is a customer relationship management software that can help businesses with sales and marketing automation. Users can use the tool to capture and manage leads and direct them to the relevant teams to avoid lead leakage. Furthermore, they can also use automation for lead qualification, prioritisation and distribution. Businesses can use a centralised lead database to assign the captured leads to sales representatives for further follow-ups. The software also offers custom dashboards that provide insights into a company’s sales performance regarding revenue, conversion rate and other metrics. 

Using LeadSquared’s mobile CRM, users can access, manage, track, edit and modify their CRM data on the go. The tool also offers workday management which can help businesses to plan the workday of their employees/teams and set priorities for the tasks. Visit their website to learn more about their additional features and pricing plans.

4.

Sales pipeline in Clientjoy CRM
A sales pipeline can be used to track potential buyers as they progress through different stages in the buyer's journey [Source: Capterra]
  • Overall rating - 4.7/5
  • Ease of use - 4.7/5
  • Customer service - 4.8/5
  • Features - 4.5/5
  • Value for Money - 4.8/5

Clientjoy is a CRM solution for businesses, freelancers, and agencies helping them acquire and retain clients. The tool allows users to manage their contacts and leads by collecting their information using web forms. The system can also book meetings through Public Scheduler and provide email and calendar integration. Clientjoy helps companies with sales forecasting and reporting allowing them to analyse their sales pipeline, revenue chart, historical data, and other metrics.

Using Clientjoy, businesses can automate cold outreach emails to their prospects using email integrations and sequencing. The tool offers third-party integrations with external software for a more streamlined workflow and data flow. Other features included in the software are white labelling, invoice tracking, sales activity tracker, document tracking etc. More information on these features and pricing can be found on their website. 

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Methodology: 

  1. To select the tools for this list, we identified the four best CRM software with their headquarters in India.
  2. The shortlisted products were then assessed against the market definition of CRM software: customer relationship management (CRM) software is a tool that enables businesses to track customer interactions and manage relationships throughout the entire lifecycle from a single, centralised platform. CRM tools are designed to deal with customer support issues, manage leads and the sales pipeline, and oversee long-term relationships with past, current, and potential customers. CRM systems can help integrate marketing, sales and customer service departments, ensuring that organisational processes are coherent and well-aligned. Typical features of CRM platforms include document storage, lead management, communication tracking, calendar coordination, and social media integration. CRM software is related to Contract Management software and Online CRM software.
  3. All the above software have the following core features: contact management, interaction tracking, and lead qualification. 
  4. Besides that, the tools were further checked against the following criteria:

    1. Average overall ratings above 4.6/5 stars.
    2. Minimum 55 user reviews over the past two years (May 2021 - May 2023).
    3. Are headquartered in India