The 10 Best CRM Software in Australia Compared for 2024

Project Management Integration: I found monday CRM integrates seamlessly with the project management tools, making it easy to track tasks, timelines, and client interactions all in one place. It helps keep projects on track and ensures everyone’s on the same page.

Customizable Templates: With over 200 templates to choose from, I could easily tailor monday CRM to fit my exact needs—whether it’s managing sales, online marketing campaigns, or client projects. The flexibility here really helps you adapt quickly and optimize workflows for any team.

Automations: I loved how monday CRM’s automation features cut down on repetitive tasks. Setting up reminders, task assignments, and email notifications was a breeze, saving me time and reducing errors. This kind of efficiency is a real game-changer.

Monday CRM offers a range of plans tailored to different business sizes and needs:

• Free Plan: Allows up to 2 users with access to three boards, making it suitable for solopreneurs or those testing the waters. However, it’s limited in advanced features, so small teams might quickly outgrow it.
• Basic Plan: Best for small teams needing fundamental CRM capabilities, including Kanban boards, unlimited viewers, and 5GB of storage. It’s an affordable entry into a more robust CRM setup, although it lacks advanced automation.
• Standard Plan: Adds crucial integrations and automations, making it a great value for small to medium-sized businesses aiming to automate workflows and better visualize project timelines.
• Pro Plan: Designed for businesses scaling up their operations with complex workflows. It offers time tracking, advanced automations, and a centralized dashboard, enhancing productivity and project oversight.
• Enterprise Plan: Tailored for large organizations needing top-tier security, advanced permissions, and comprehensive reporting. This plan is built to support complex, multi-departmental projects at scale.

Monday CRM is ideal for businesses that need a hybrid solution combining CRM with project management. It’s particularly well-suited for teams that manage client relationships alongside internal projects, such as marketing agencies, consultancies, or tech startups.

However, it might not be the best choice for those solely focused on traditional CRM functionalities—providers like Salesforce or Pipedrive offer more robust options for pure CRM needs.

Sales Pipeline Management: I like how easy it was to visualize and manage your sales pipeline with Pipedrive. The drag-and-drop interface made updating deals straightforward, so you never lose track of what is happening at each stage of the sales process.

AI Sales Assistant: The AI Sales Assistant felt like having a smart helper on call, providing tailored insights and reminders. It’s great for staying on top of deals, and I found its suggestions genuinely helpful in prioritizing actions, which could help close deals faster.

Task Automation: During hands-on testing, automating repetitive tasks was a breeze. Whether setting follow-up reminders or automating lead assignments, it saves a lot of time and helps you keep focus on what matters—selling.

Pipedrive offers several plans to cater to various business sizes and needs:

• Essential Plan: This plan is perfect if you’re looking for a basic, affordable CRM with essential sales tools. It covers pipeline management, email tracking, and basic reporting, making it a solid starting point for small teams.
• Advanced Plan: Stepping up, the Advanced plan adds enhanced email communication features, including templates and scheduling, ideal for teams that rely heavily on email outreach. The addition of workflow automation is a notable time-saver here.
• Professional Plan: This plan is where things get more customizable, with advanced reporting and automations that help scale your sales efforts. It’s a great fit for mid-sized teams needing more detailed insights and support.
• Power Plan: Aimed at larger teams, this plan offers extended collaboration features and higher usage limits, supporting complex sales structures with multiple teams and larger deal volumes.
• Enterprise Plan: Tailored for large businesses, the Enterprise plan includes advanced security, unlimited customizations, and priority support. It’s designed for companies needing a CRM that scales effortlessly with their growth.

*Pricing has been converted from USD to AUD via the live exchange rate on 24 September 2024.

Pipedrive is best for sales-driven teams who need a simple yet effective CRM to manage their sales pipeline without unnecessary complexity. It’s great for small to mid-sized teams that prioritize ease of use and automation.

However, if your business relies heavily on document management or requires a broader range of CRM functionalities beyond sales, solutions like HubSpot might be better suited.

Lead Management: HubSpot makes it easy to track and manage leads as they move through the sales funnel. I liked how the system automatically updates customer data, reducing manual entry and helping avoid errors that could cost time and sales.

Email Marketing Tools: HubSpot offers robust email marketing functionality in its free plan, including templates and tracking. It’s a real timesaver—especially for small businesses trying to automate outreach and monitor how prospects engage with their emails.

AI Content Assistant: This tool was super helpful for quickly creating email campaigns and marketing content. HubSpot’s AI assistant helped me draft a copy in minutes, making it easier to focus on strategy instead of spending hours writing and editing.

HubSpot offers plans tailored for businesses of all sizes, starting with a free option and scaling up:

• Free Plan: Ideal for startups or small businesses, this plan includes contact management, deal tracking, and email marketing tools. The limitations on shared inboxes and reporting dashboards make it best suited for teams with up to five users.
• Sales Hub Starter: A great upgrade for businesses ready to grow. It includes enhanced sales tools, such as Stripe integration for easy payment processing and custom email templates, giving you more flexibility in managing customer relationships.
• Sales Hub Professional: Designed for medium-sized businesses, this plan unlocks advanced analytics, automation, and forecasting features. It’s great if you’re looking to scale but is pricier than some competitors like Pipedrive or Zoho.
• Sales Hub Enterprise: Tailored for large businesses, this plan offers extensive customizations, predictive analytics, and conversation intelligence, making it ideal for teams managing complex sales pipelines and customer interactions at scale.

HubSpot is the best CRM software for small businesses in Australia that want a feature-rich free option to get started. It’s perfect for teams needing to manage marketing, sales, and service efforts in one place without upfront costs.

However, larger businesses or those needing more customization may find the costs of advanced features too steep and might prefer alternatives like Salesforce.

AI-Powered Automation: Salesforce’s Einstein AI automatically scores leads and recommends next steps. This can save your team time and help prioritize the most promising deals for faster results.

Advanced Reporting Tools: With Salesforce’s reporting, I could easily track performance across teams and departments, giving me a real-time view of sales pipelines, forecasts, and customer interactions. The ability to generate customized reports is invaluable for decision-making.

3,000+ Integrations: Salesforce integrates with virtually any business tool you can think of, from Slack to Jira. This seamless integration means your team can work across platforms without missing a beat, improving productivity and communication.

Salesforce offers five comprehensive plans designed to meet the needs of various business sizes:

• Starter Suite: A great entry-level option with basic features like lead management, email campaigns, and custom reports. Ideal for small teams starting with Salesforce but looking for room to grow.
• Pro Plan: Includes features like forecast management and sales order tracking. It’s perfect for medium-sized businesses looking to improve accuracy and streamline their sales operations.
• Enterprise Plan: Tailored for mid-sized businesses, this plan adds workflow automation and comprehensive lead management. It’s a robust choice for businesses needing a complete customer and sales management solution.
• Unlimited Plan: This plan is built for large enterprises and includes Salesforce’s powerful AI tools, providing predictive insights, opportunity scoring, and detailed sales forecasts.
• Unlimited+: The ultimate solution for large-scale businesses needing top-tier customization, AI, and advanced collaboration features, including integration with Slack for real-time updates.

Salesforce is ideal for large enterprises in Australia that require highly customizable, scalable solutions. It’s best suited for organizations that manage complex sales processes across multiple departments and need advanced AI-powered insights.

However, for smaller businesses or teams with simpler needs, Salesforce may feel overwhelming, and an option like Zoho might be better suited.

Lead Management: Zoho CRM’s lead management tool helps real estate agents track inquiries and automate lead nurturing, allowing you to focus on closing high-priority deals without missing any follow-ups.

Sales Force Automation: The automation features in Zoho make handling multiple property listings and clients simple. I was able to set workflows to automate follow-ups and task assignments, reducing manual tasks.

Customization with Canvas: Zoho’s Canvas feature allowed me to design a custom layout tailored to real estate needs. You can create views that make tracking properties and client interactions more efficient and visually organized.

Zoho CRM offers several plans, with flexible pricing for businesses of all sizes:

• Free Plan: Perfect for small real estate agencies, supporting up to 3 users and offering basic lead management and contact features.
• Standard Plan: Ideal for small teams, with features like lead scoring and basic automation to track and manage property listings more effectively.
• Professional Plan: Provides more advanced automation and workflow tools for medium-sized agencies handling multiple properties and client interactions.
• Enterprise Plan: Best for larger real estate firms needing AI automation, allowing for predictive sales outcomes and streamlined processes.
• Ultimate Plan: Ideal for high-volume real estate businesses, offering enhanced AI features and custom reporting for comprehensive management of property pipelines.

Zoho CRM is best suited for real estate businesses in Australia looking for a customizable and scalable solution to manage property listings, client interactions, and sales pipelines.

However, its complexity may be overwhelming for smaller agencies that need a more intuitive interface—platforms like monday CRM might be more suitable for simpler setups

Sales Performance Monitoring: I found Maximizer’s real-time agent monitoring particularly useful for keeping track of performance. It can give you instant insights into which sales reps are excelling and who needs more support, helping improve team productivity.

Customer Health Analytics: One standout feature is the ability to monitor customer health. I was able to spot “at-risk” accounts early and take proactive measures, improving retention rates and maximizing revenue.

AI-Powered Sales Insights: The AI-powered playbook provides tailored recommendations at each stage of the sales process. It can help you guide the team more effectively, ensuring that no opportunities are missed.

Maximizer CRM offers three pricing tiers, each designed for different business needs:

• Base Plan: Ideal for small teams looking for essential CRM tools. It includes advanced contact management, 100GB of database storage, and Microsoft Outlook integration. A solid starting point for those focused on basic sales pipeline management.
• Sales Leaders Plan: This plan adds features like sales intelligence reports, advanced pipeline management, and activity tracking. It’s great for larger teams needing in-depth insights and coaching opportunities to boost sales.
• Financial Advisors Plan: Tailored for financial advisors, this plan builds on the Base version with advanced account management, target setting, and detailed reporting and analytics, providing industry-specific functionality.

Maximizer CRM is ideal for Australian sales teams that require detailed performance insights and proactive customer retention strategies. If you need real-time sales tracking and coaching, this is a great fit.

However, if you’re looking for a simpler, more intuitive CRM without as much focus on analytics, platforms like HubSpot may be a better choice.

Invoicing Automation: Bonsai makes invoicing effortless. I like how it automatically generates and sends recurring invoices, complete with branded templates. This could save hours of admin each month and ensure that payments are made on time.

Time Tracking: Bonsai’s built-in time tracker allowed me to easily bill clients for unbilled hours. The feature is simple to use, and I could link hours directly to projects, creating an invoice in just a few clicks.

Client Management: Bonsai centralizes client information, so you can have a full view of your interactions, proposals, and contracts in one place. This feature helped me keep track of all my client relationships effortlessly.

Bonsai offers three pricing tiers to suit different needs:

• Starter Plan: Best for freelancers just starting out, this plan covers basic invoicing, expense tracking, and client management. It’s ideal for those who want to streamline their admin tasks without dealing with complex accounting.
• Professional Plan: This plan is great for established freelancers looking to remove Bonsai’s branding from invoices and integrate with tools like QuickBooks, Zapier, and Calendly. Automation features, such as automatic invoicing, make it perfect for saving time.
• Business Plan: For solopreneurs working with subcontractors, the Business Plan provides project management capabilities, along with everything in the Professional Plan. It’s ideal for small teams or agencies needing more advanced tools for managing work and finances.
• Scale Plan: Tailored for larger businesses and agencies, this plan offers advanced features like custom roles, dedicated onboarding, and assisted account setup, along with priority support and enhanced integrations to ensure seamless scaling of your operations.

*Pricing has been converted from USD to AUD via the live exchange rate on 24th September 2024.

Bonsai is perfect for Australian freelancers and solopreneurs who want an easy-to-use, all-in-one solution for managing invoices, time tracking, and client relationships.

However, it’s not ideal for larger businesses needing payroll or advanced accounting features.

Contact Management: I found managing client relationships effortless, with unlimited contacts and easy interaction tracking. The customizable fields let you store relevant details, so you never lose track of important conversations or follow-ups.

Team Collaboration: Using the shared calendar and task assignments helps your team stay aligned. The built-in reminders ensure you never miss a deadline and can save you from constant back-and-forth emails.

Customisable Pipelines: Setting up custom pipelines simplifies how you manage sales stages. It can keep everything organized and allows you to track opportunities without overcomplicating the process, which will be a big time-saver for a small team.

Less Annoying CRM has just the one plan available:

• Less Annoying CRM: Offers unlimited contacts, custom pipelines, and essential collaboration features. Ideal for small businesses focused on managing leads and contacts without the hassle of multiple pricing tiers.

*Pricing has been converted from USD to AUD via the live exchange rate on 24th September 2024.

Less Annoying CRM is best suited for small teams, freelancers, or startups looking for an easy-to-use CRM without the bells and whistles of complex platforms.

It’s not ideal for businesses that need advanced automation or AI-driven insights — for these features I’d recommend HubSpot or Salesforce.

Marketing Automation: I appreciated how EngageBay automates lead nurturing and follow-ups, potentially saving you hours each week. The automation makes sure you never miss a lead or an opportunity.

Lead Scoring: EngageBay’s lead scoring will help you prioritize sales efforts. It allowed me to focus on the most promising leads, boosting conversion rates and saving valuable time.

Email Templates: The built-in email templates saved me time crafting emails from scratch. It was easy to create professional campaigns without needing design expertise.

EngageBay offers flexible pricing plans that cater to businesses of all sizes:

• Free: Includes 250 contacts, landing pages, and email marketing tools. Great for solo entrepreneurs or small businesses starting with CRM.
• Basic: Adds up to 500 contacts and introduces third-party integrations like QuickBooks, ideal for scaling businesses.
• Growth: Expands to 5,000 contacts and provides A/B testing and advanced automation for more serious marketers.
• Pro: Perfect for larger businesses, offering unlimited contacts, custom reporting, and web analytics for comprehensive marketing insights.

*Pricing has been converted from USD to AUD via the live exchange rate on 24th September 2024.

EngageBay is perfect for small to medium-sized businesses or solopreneurs seeking powerful marketing automation at an affordable price.

However, it’s not ideal for large enterprises that require advanced integrations or more customizable CRM tools like those found in Pipedrive.

Inventory & Order Management: I found Tall Emu’s real-time tracking system made managing stock much easier. It ensured that orders were fulfilled efficiently and stock levels were always accurate, saving me time and preventing costly mistakes.

Sales Pipeline Management: Using the drag-and-drop boards and custom funnels, you can easily track leads from start to finish. The automated follow-up processes ensure you never miss an opportunity, streamlining your sales efforts significantly.

MYOB & Xero Integration: The real-time syncing with MYOB and Xero made tracking sales and payments effortless. It reduced manual data entry errors and gave me an accurate, up-to-date view of my finances at all times.

Tall Emu CRM offers a straightforward pricing model, plus a one-time $2,500 onboarding fee:

• Tall Emu CRM: Includes all essential features, integrations, and Australian-based support in one annual package, ensuring businesses can manage sales, inventory, and customer relationships seamlessly.

Tall Emu is best for small and medium-sized Australian businesses that need a localized, integrated CRM solution for managing sales, inventory, and accounts. It’s perfect for companies already using MYOB or Xero.

However, larger enterprises with more complex CRM needs might find Pipedrive or Zoho better suited.