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NetSuite CRM

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manu...Read more about NetSuite CRM

3.93 (190 reviews)

61 recommendations

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Oracle CRM On Demand

Oracle CRM On Demand is a cloud-based suite containing integrated, business applications that enable organizations to make decisions and manage costs of operations. The suite includes customer relationship management (CRM) solutio...Read more about Oracle CRM On Demand

4.36 (28 reviews)

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SAP Customer Experience

SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage...Read more about SAP Customer Experience

4.19 (212 reviews)

1 recommendations

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HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more about HubSpot CRM

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Prophet CRM

Prophet CRM from Avidian is a cloud-based customer relationship management (CRM) application that can be integrated with Microsoft Outlook for extending Outlook's functionalities. The solution enables multiple sales teams to unify...Read more about Prophet CRM

4.13 (88 reviews)

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Salesforce Sales Cloud

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools fr...Read more about Salesforce Sales Cloud

4.38 (17497 reviews)

24 recommendations

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Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate...Read more about Insightly

3.99 (574 reviews)

28 recommendations

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SolarWinds Service Desk

SolarWinds Service Desk is suitable for companies seeking a help desk solution that offers IT service management (ITSM) functionalities. SolarWinds Service Desk offers comprehensive service desk functionality that helps businesses...Read more about SolarWinds Service Desk

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CallProof is a cloud-based lead tracking solution that helps businesses automate sales reporting operations in real-time. Key features for field salespeople include customer tracking, multiple routes support, google calendar integ...Read more about CallProof

4.13 (24 reviews)

2 recommendations

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Fieldpoint is a field service management solution that optimizes mid-sized and enterprise business operations. With over 25 years of industry experience, this software delivers an all-in-one solution that transforms service organi...Read more about Fieldpoint

4.13 (16 reviews)

BNTouch Mortgage CRM

BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includ...Read more about BNTouch Mortgage CRM

4.50 (37 reviews)

8 recommendations

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Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-...Read more about Workbooks

4.34 (109 reviews)

3 recommendations

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Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tir...Read more about Nutshell

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ActiveCampaign's category-defining customer experience automation platform (CXA) helps over 130,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 500+ pr...Read more about ActiveCampaign

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Creatio CRM

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. •Marketing Creatio - a ready-to-use platform to ...Read more about Creatio CRM

4.76 (87 reviews)

3 recommendations

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Bullhorn ATS & CRM

Bullhorn provides cloud-based CRM solutions for relationship-driven businesses. The solution offers automated data capture and customer insight technology to help companies win customers and keep them engaged. Bullhorn’s CRM ...Read more about Bullhorn ATS & CRM

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SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including conta...Read more about SalesNOW

4.63 (83 reviews)

10 recommendations

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Pipeliner CRM

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.

 This CRM provides both salespeople and sales management with many ways of displ...Read more about Pipeliner CRM

4.62 (205 reviews)

6 recommendations

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Teamgate is a cloud-based customer relationship management (CRM) and sales automation solution. It offers functionality to connect, organize, research and analyze leads from a single system. Teamgate offers lead sourcing and ...Read more about Teamgate

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Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more about Zoho CRM

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Buyers Guide

Last Updated: November 24, 2022

Enterprise customer relationship management (CRM) software helps large companies keep teams focused on gaining and engaging customers. It streamlines data collection, tracking, and reporting, creating a consolidated information system that is synchronized across the entire organization. An enterprise CRM software system not only stores valuable customer information, but automates repetitive tasks to reduce non-productive business hours.

This buyers guide explains the features and benefits of enterprise CRM software.

Here’s what we’ll cover:

What is enterprise CRM software?


Enterprise CRM software is a tool that helps large companies automate and manage the customer lifecycle. It tracks the company's interactions with past, current, and prospective customers, analyzing data that helps improve customer satisfaction, retention, and engagement.

With enterprise CRM software, sales teams can focus on warm leads, efficiently organize prospects, and close more sales; marketing teams can build effective campaigns based on existing customer data; and customer service representatives can personalize interactions to deliver better customer experience.

Common features of enterprise CRM software

Enterprise CRMs offer best-of-breed feature packages. Most solutions include some or all of the following features:

Contact management Store customer contact information, such as names, addresses, and social media accounts, and consolidate the data centrally.
Interaction tracking Record correspondence and web interactions to create a detailed picture of each contact's interests and experiences.
Lead management Track leads through the entire sales process. Segment leads based on region, interests, marketing interactions, and other factors.
Calendars and reminders Schedule events, book conference rooms, create tasks, and manage other time-sensitive business operations.
Email integration Integrate the tool with email clients such as Gmail or Outlook. Alternatively, set up your email system entirely within the enterprise CRM.
Reporting and analytics Gather detailed customer interaction metrics and display them in eye-catching visualizations to help team members spot patterns and opportunities. Use these metrics to forecast trends.
Territory management Organize data and accounts by geographic regions. Manage differences in time zone, currency, and language throughout the application.

What type of buyer are you?

Enterprise buyers have complex processes and unique needs. Knowing what to expect when selecting enterprise CRM software can help you choose a solution that suits your scale.

Healthcare providers: Hospitals and other healthcare providers need CRM solutions that connect them to their patients and allow collaboration across departments. They should look for features that automate communication workflows, help ensure regulatory compliance, and allow data access from multiple sources.

Professional service organizations: Professional service companies should select CRM options that enhance their client relationships. They should look for automated features such as scheduling, task management, and financial reporting. Interaction tracking and contact management can help these buyers identify new opportunities, maximize lead conversion, and increase client satisfaction.

Retail businesses: Enterprise CRM software helps retail businesses personalize interactions across a large customer base. As new customers discover their products, retail businesses should use CRM tools to forecast and identify new opportunities. They should look for data-rich analytics reporting features to understand customer behavior and create targeted campaigns.

Benefits and potential issues

There are two key benefits for companies choosing enterprise CRM software.

  • Enterprise software is scalable: Most features are available right out of the box. Sophisticated user permissions help administrators pinpoint the features and data access appropriate for each employee. Enterprise solutions are designed to handle lots of data.
  • An enterprise CRM can replace multiple software programs: Combining email, chat, marketing, sales, document management, and other features into a single platform can simplify workflows and prevent siloed data from hiding business intelligence. And even when enterprise software lacks a feature, it may still be possible for APIs to integrate enterprise CRM data with other software.

Key considerations when purchasing enterprise CRM software

It's important to understand enterprise CRM software pricing before committing to a platform.

Pricing is usually based on the number of users: Flat-rate pricing is rare. The majority of CRM solutions range from $66 per month per user to over $300 per month per user. Therefore, enterprises may pay a lot to give employees a flagship experience.

Implementation may involve unexpected costs: Vendors may charge one-time fees to configure software on company servers. Another implementation cost may be training employees on how to use the CRM.

Market trends to understand

CRM systems are the largest software category: The CRM market continues to grow worldwide. The resulting competition should lead to innovation and persistent development, especially among the mature enterprise platforms.

CRM systems are integrating artificial intelligence (AI) to improve customer experience: Integrating AI into enterprise CRM software enables more personalized customer data in all areas of an organization. Data-driven insights allow users to analyze and improve customer journeys.