The 10 Best Enterprise CRM Software for 2024

Einstein AI – During testing, I found that Salesforce houses one of the most advanced AI virtual assistants in the CRM field. The Einstein AI can scour through a host of client communications and handpick possible profitable deals.

It also makes finding data extremely simple – all you have to do is ask the question and Einstein will pull the relevant information in a matter of seconds. The answers are often supported by charts and graphic representations.

Reporting Tools & Dashboard – You can design various customizable dashboards with detailed overviews of essential sales KPIs, financial performance, IT, and marketing.

If you have multiple departments, you can build a separate dashboard for each team. Salesforce also allows you to create unique customer profiles with all interactions, feeds, and personal details in one place.

Lead management – Salesforce also offers plenty of lead management functions, even on its Starter Suite plan. You can track, filter, and qualify new prospects and route them to the right representatives based on automatic lead scoring.

A plus is that Salesforce can also block duplicate client data so that your database is not cluttered.

Salesforce offers five plans: Starter Suite, Professional, Enterprise, Unlimited, and Einstein 1 Sales.

Starter Suite – Salesforce offers a feature-packed entry-level plan, including lead management features, contact management, and basic AI functions.

Professional – The Professional plan comes with campaign management, forecasting, and contract and quote management.

Enterprise – This plan includes opportunities management, deal scoring, detailed insights, collaboration, advanced reporting features, and embedded forecast charts.

Unlimited – You’ll get the entire Einstein AI suite, relationship insights, buyer assistance, email insights, and AI forecasting.

Einstein 1 Sales – This plan offers two major upgrades from the previous plan: the Einstein Copilot feature and integration with Slack.

Salesforce is an ideal platform if you’re running a large business in need of a feature-rich CRM solution. Its Starter plan offers many lead management functions, while its top-tier plans are geared for large corporations in need of detailed reporting and AI integrations.

However, if you’re looking for a budget-friendly CRM solution, I’d recommend looking at alternatives like monday.com.

Deal Pipelines – While other CRM platforms do offer deal management functions, I found that HubSpot made it extremely easy to use. It offers a simple drag-and-drop editor that makes it easy to customize the whole pipeline – allowing you to add deals, assign tasks, and track prospects.

Email Templates and Tracking – HubSpot is one of the best CRMs for email marketing. You get more than 5,000+ email templates that can be customized as per your needs.

Plus, HubSpot’s email tracking tool notifies you when a prospect reads the email or clicks on a link in the mail. This helps you better organize your leads.

Sales Analytics and Reporting – HubSpot allows you to build single-object and cross-object with its custom report builder. You can run custom reports across various events, funnels, datasets, and pipelines.

For instance, you can view various metrics like the opportunities created, leads generated, and finished tasks by a particular sales representative in a single report.

In addition to a free forever plan, there are three paid HubSpot plans to choose from: Starter, Professional, and Enterprise.

Free – It comes with 5 email templates, 1 deal pipeline, email health reporting, and integrations with Gmail, Slack, and Outlook.

Starter – Users can access a huge library of 1 million products, 10 reporting dashboards, 5,000 email templates, and 5,000 documents per account.

Professional – This plan offers a library of 15 million products, 1,200 list segmentations, up to 30 currencies support, and 3,000 calling minutes.

Enterprise – You get high-end features like advanced permissions, lead form routing, custom event planner, deal journey analytics, and predictive lead scoring.

HubSpot is ideal for sales teams looking for a feature-laden CRM solution. Apart from a free forever plan, HubSpot’s Starter plan at $15 per user, per month offers a lot of handy functions.

It is worth noting that HubSpot limits the number of deal pipelines you can manage with each plan. For example, you can manage only 2 deal pipelines with the Starter plan, which is tight for larger businesses.

Kanban-style management – monday CRM offers one of the best Kanban boards among CRM platforms. The boards are easy to use and are color-coded to represent different items. Adding and editing cards is as simple as dragging and dropping.

Templates – Each of the numerous templates is segregated into various categories, including marketing, design, and sales CRM. You can either use the templates as they are or you customize them to your needs.

Collaboration – There are several collaboration features that make internal communication easy. For instance, you can use its digital whiteboard collaboration function to brainstorm ideas with various elements. You can even collaborate on shared documents directly on the platform.

monday CRM offers a free forever plan and four paid plans: Basic, Standard, Pro, and Enterprise

Free – The monday CRM free plan includes 3 boards with 200 items, a simple search function, and Kanban and Forms view.

Basic – Users can access unlimited boards, 200+ templates, and unlimited pipelines.

Standard – This plan unlocks deal and lead management; timeline, calendar, and map views; activity management; an AI email generator; and integrations with Gmail, Outlook, and Zoom.

Pro – It includes everything from Standard and email templates and tracking, time tracking, sales forecasting and analytics, and private boards.

Enterprise – Users gain access to lead scoring, advanced analytics, headcount planning and sales team onboarding. You also unlock audit logs and private workspaces.

If you’re looking for unlimited data management functions, monday.com is your best bet. There are no upper caps on the number of pipelines, contacts, and boards you can manage with the platform. To put it in perspective, Capsule CRM charges $72/user/month for just 100 pipelines.

However, research highlighted that if you need an analytical CRM tool, monday CRM will fall short of your expectations. I’d suggest a tool like Salesforce.

Contact management – This is perhaps the only traditional CRM feature Thryv offers. You can create customized client views and filter and find clients with a single click.

Each customer interaction history is saved so that your sales rep knows where the client is in the pipeline.

Scheduling – Thryv’s appointment scheduling tool allows you to share your online calendars with your customers so they can book an appointment without the need to call you.

The platform sends reminders to reduce no-shows and nudges customers in case they miss an appointment.

Social Media Management – Thryv’s social media management module creates AI-generated content for various platforms. You can schedule posts and filter media inboxes to stay in touch with your audience.

The biggest benefit is that you don’t have to switch from one app to the other: Thryv offers an aggregated view of all your socials such as Instagram, YouTube, TikTok, Facebook, and X.

Although Thryv may seem expensive at the outset, it cannot be compared to other platforms on the list, as it’s a multidimensional business platform and not just a CRM solution.

Plus – This plan includes contact management, calendar scheduling, automated appointments, and a dedicated client portal. You can also process business payments and customize estimates and invoices.

Professional – This plan offers a social media manager and 50GB storage, plus the ability to design 15 website pages and send up to 10,000 messages.

Unlimited – In addition to everything in the Professional plan, you get unlimited storage and messages.

If your business requires a hybrid solution that goes beyond CRM functions, Thryv is an ideal option. It can help you manage your social media platforms and also process client payments.

However, I found that it won’t be a good fit for businesses looking for traditional CRM functions and customer management tools.

Smart Contact Data – Pipedrive can instantly retrieve all available web data about your contacts, from LinkedIn details and work portfolio to contact details. You can scour this information to pre-qualify leads before they enter your deal pipeline.

Smart Docs – Converting leads to clients involves a lot of documentation. Pipedrive helps you centralize the entire documentation process.

From automating document creation to sending proposals, quotes, and contracts – there’s a lot you can do with Pipedrive. I also liked its auto-fill feature as it can save time on monotonous admin work.

AI Sales Assistant – Where CRM platforms like Zoho reserve their AI assistant functions for higher-tier plans, Pipedrive offers it on its first paid plan. This gives you access to AI-powered win probability predictions, helping you focus on promising leads.

It also assists with reviewing result changes and streamlining the sales process.

Although there’s no free plan, you get a 14-day free trial with Pipedrive, and five plans: Essential, Advanced, Professional, Power, and Enterprise.

Essential – You get 3,000 active deals per company, basic lead pipelines, deal management features, and an AI sales assistant.

Advanced – It allows for 30 automations per user, email and video call scheduling, and customizable email templates.

Professional – Here, you get automatic assignment, an unlimited visual dashboard, 100,000 open deals per company, and customizable fields and deal cards.

Power – You get 24/7 live chat support and phone support, manage up to 200,000 open deals, and 90 active automations.

Enterprise – The packed plan comes with unlimited open deals, custom fields, reports, advanced security rules, and alerts.

If you are on a budget and looking for an easy-to-use CRM platform, Pipedrive is a great option. It offers five plans and its simple to switch and scale, making Pipedrive a smart choice for growing businesses.

However, integrations are something Pipedrive falls short of. I’d recommend looking at alternatives like Salesforce if this is a feature you’re after.

Journey Orchestration – Zoho CRM helps you identify the unique needs of each customer and lets you build a customized customer journey.

These journeys can be based on various user actions, scenarios, and traits. You can also track these journeys in real time and analyze journey performance to make improvements.

Sales Force Automation – Zoho focuses a lot on automating various parts of the sales process. You can design a lead scoring system that helps you filter out good and promising leads automatically. Similarly, you can design several workflow rules with up to 10 conditions for each rule.

During testing, I found the platform also offers various pre-defined actions like task scheduling, sending emails, and updating fields that can automate a lot of your routine sales work.

Business Analytics and Reporting – You can generate various forecasting and territory management reports with Zoho. The platform also offers several AI prediction business reports that help you identify trends, visualize your sales pipeline, and generate various other customizable reports.

Zoho CRM offers four plans in addition to a free plan: Standard, Professional, Enterprise, and Ultimate.

Free – You get leads and deal management, standard reports, marketing campaigns, 10 email templates, and 2,500 workflow rules.

Standard – This plan offers lead scoring, multiple pipelines, up to 5 currencies, various workflow rules, customizable reports, and email templates.

Professional – Everything on Standard plus access to macros, business blueprints, and validation rules.

Enterprise – Users get advanced dashboards, an entire suite of AI functions, and a Developer Hub.

Ultimate – This plan bundles the Enterprise plan and Zoho Analytics together.

If you’re looking for more automation in your sales process, Zoho CRM is the best pick. I found its plan to be reasonably priced as well, delivering good value for money. Even its most valued plan costs just $40 per month, which is cheaper than most CRM solutions.

However, if you’re looking for a quick solution, Zoho isn’t for you. Since there are a lot of automation workflows, there’s a steep learning curve, too.

VoIP Functions – Freshsales offers VoIP features which you usually get only with the best VoIP features such as call recording and queuing, call masking, and parallel calling.

A perk is that you get a built-in phone and local and toll-free number with every plan, even the free one. These robust features ensure you do not need to buy a separate VoIP service.

Automation Features – Freshsales also supports a lot of automation, thanks to Freddy AI. For example, the AI bot can talk to your customers in different languages and also detect the intent behind the conversation.

Plus, you can even get valuable deal insights, detect out-of-office emails from leads, and help you set up sales sequences.

Deal Cards – Much like monday CRM, Freshsales gives you various deal view options such as Kanban, funnel, and timeline. The best part about this is you can choose up to four properties to show up on the face of each deal card.

This way, you do not need to open each card for more details. Plus, there’s a handy rotten deals feature, where deals beyond a predetermined period will appear in red.

Freshsales offers a 210day free trial and three paid plans: Growth, Pro, and Enterprise.

Free – You get access to deal pipelines, contact and activity management, a built-in phone, and AI chatbot functions.

Growth – In addition to various VoIP functions like call masking and call recording, it comes with 20 workflows, deal management functions, an activity home dashboard, and integrations.

Pro – This plan offers auto-deal assignments, time-based workflows, conference calls, AI-based insights, contact scoring, and custom reports.

Enterprise – Ripe with advanced functions, you get forecasting insights, holiday routing, and 100GB of storage per user.

Freshsales is ideal for businesses of all sizes since all its plans are affordably priced. But it is especially useful for businesses looking for VoIP functions along with a CRM product. You also get a handy AI assistant that can provide you with valuable insights.

However, even on the most expensive plan, you can only manage up to 10 deal pipelines. This means if you have a large client base, you’ll soon max out your management options.

Sales Analytics – Capsule’s advanced sales analytics helps you analyze how healthy your pipeline is and finds possible leakages. You also get access to various activity reports to drill down on metrics, including the number of calls your team makes and if they are generating leads.

Workflow Automation – Capsule allows you to automate your routine sales and admin work, and it combines various automations to build a unified workflow. For example, you can set up rules for auto assignments to speed up your sales cycle.

AI Content Assistant – This AI content generator helps you overcome writer’s block and can help you design engaging websites and generate social media content. Just like the best AI content generators, you can generate a variety of content with a single prompt.

Capsule offers four paid plans (Starter, Growth, Advanced, and Ultimate) and a free plan.

Free – Free for up to 2 users, lead scoring and opportunities management, up to 250 contacts.

Starter – You can manage 1 sales pipeline and 1 project board, up to 30,000 contacts.

Growth – Users can access workflow automation and advanced reporting, 5 sales pipelines, and 5 project boards.

Advanced – You can manage up to 50 pipelines and projects, 500 email templates, and 1,000 AI content assists.

Ultimate – Although you don’t get unlimited pipelines here, you do get a dedicated account manager and custom training.

Capsule CRM is ideal for businesses with a vast customer base. You can save 30,000 contacts on its Starter plan – more than enough even for large businesses. Plus, the platform is simple to use with an intuitive interface.

However, the restriction on the number of sales pipelines overshadows this advantage. If you need more bandwidth, I recommend monday CRM.

No-Code Builder – Building apps with Quickbase does not require you to have any coding knowledge. You can create customized applications whenever the need arises, helping you build dynamic workflows and boost productivity.

Automations – Much like other platforms, Quickbase also provides various tools that help you automate any of your repetitive tasks, helping you save time.

Templates – Quickbase provides you with many templates to ensure you don’t have to start from scratch. I found three handy CRM templates: CRM Starter App, Complete Sales Manager, and CRM Starter Legacy.

Each of these templates can be customized as per your business needs. Apart from this, you can create apps for functions like project management, asset management, business intelligence, and inventory management.

While Quickbase offers a 30-day free trial, but you’ll need a paid plan to get the most out of the platform.

Team – You get access to the entire template gallery, personalized dashboards and audit logs, and communication and file management integrations.

Business – This gets you various additional features like sandboxing and Gantt charts.

Enterprise – A highly customizable plan, it includes advanced performance tools, data encryption, and security controls.

Quickbase is an ideal platform for businesses that want to design their own CRM systems. The platform offers a no-code visual builder that lets you design and customize apps as per your needs.

However, if you’re looking for a plug-and-play solution, Quickbase isn’t the answer. I recommend other tools like Salesforce or monday CRM.

Forms – Bonsai offers 1,000+ forms that help you collect valuable information on specific clients and projects. Some popular forms include website intake forms and social media client questionnaire project intake forms. They are all fully customizable and can be embedded online.

Invoicing & Payments – Bonsai offers a complete invoicing and payment architecture to automate invoicing. You can choose from various global payment options such as PayPal, credit cards, and ACH payments. Bonsai also allows you to set up recurring invoices for long-term projects.

Time Tracking – You can track time taken on various projects with Bonsai to zero down on critical clients. This helps you calculate billable hours with accurate timesheets for correct invoices.

Bonsai offers three paid plans (Starter, Professional, Business) with both monthly and yearly payment options. However, you get two months extra if you choose the latter.

Starter – You can manage unlimited clients and projects, expense tracking, invoicing, scheduling, and time tracking.

Professional – With this, you can design various workflow automations. You also get important integrations such as QuickBooks, Calendly, and Zapier.

Business – It comes with advanced reporting and a subcontractor management module.

Bonsai is ideal for businesses wanting a robust project management solution and basic CRM functions. You can capture leads through various embedded forms and then track each of them using project management functions.

However, if you’re looking for a dedicated CRM solution, you will need to consider options like Salesforce and Hubspot.