--- title: The 7 Best CRMs for B2B in 2026 --- # The 7 Best CRMs for B2B in 2026 Last Reviewed: March 17, 2026 6 min read [No comments](https://www.selecthub.com/customer-relationship-management/best-b2b-crm/#respond) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) ](https://www.selecthub.com/author/pooja-verma/) [Written by Pooja Verma](https://www.selecthub.com/author/pooja-verma/) CRM & Marketing Tech Writer [ ![Zachary Totah](https://www.selecthub.com/wp-content/uploads/2020/07/Zac-96x96.jpg) ](https://www.selecthub.com/author/zachary-totah/) [Edited by Zachary Totah](https://www.selecthub.com/author/zachary-totah/) Content Manager & Editor [ ![Joan Akash](https://www.selecthub.com/wp-content/uploads/2024/02/cropped-Joan-Akash-96x96.png) ](https://www.selecthub.com/author/joan-akash/) [Technical Research by Joan Akash](https://www.selecthub.com/author/joan-akash/) Senior Analyst Table of Contents * [Why You Can Trust Us](#Why%5FYou%5FCan%5FTrust%5FUs) * [Our Picks for the Best B2B CRMs](#Our%5FPicks%5Ffor%5Fthe%5FBest%5FB2B%5FCRMs) * [Salesforce Sales Cloud](#Salesforce%5FSales%5FCloud) * [HubSpot Sales](#HubSpot%5FSales) * [monday CRM](#monday%5FCRM) * [Freshsales](#Freshsales) * [Pipedrive](#Pipedrive) * [Insightly](#Insightly) * [Dynamics 365 Sales](#Dynamics%5F365%5FSales) * [How We Rated and Reviewed Products](#How%5FWe%5FRated%5Fand%5FReviewed%5FProducts) * [FAQs](#FAQs) * [Get Personalized Recommendations](#Get%5FPersonalized%5FRecommendations) It’s Monday — 30 minutes before your status meeting — when you run into the problem. Half your team updated their pipelines in email chains, not your spreadsheet. Now nothing lines up. Worse, there’s no visibility into where each deal stands. You know it’s time to upgrade from manual processes and email clutter to a [CRM](https://www.selecthub.com/c/crm-software/). But jumping to the wrong CRM will only add to the chaos. That’s why I’ve rounded up the 7 best CRMs for B2B to give you a clear picture of what the top systems offer so you can trade the chaos for clarity. * **Best for Team Collaboration:** [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) * **Best for Integrations & Extensibility:** [HubSpot Sales Hub](https://www.selecthub.com/p/sales-force-automation-software/hubspot-sales/) * **Best for Platform Security:** [monday CRM](https://www.selecthub.com/p/crm-software/monday-crm/) * **Best for Lead Management:** [Freshsales Suite](https://www.selecthub.com/p/crm-software/freshsales/) * **Best for Platform Security:** [Pipedrive CRM](https://www.selecthub.com/p/crm-software/pipedrive/) * **Best for Built-In Project Management:** [Insightly CRM](https://www.selecthub.com/p/crm-software/insightly/) * **Best for Communication Channels:** [Microsoft Dynamics 365 Sales](https://www.selecthub.com/p/sales-force-automation-software/dynamics-365-sales/) I spent several weeks testing each CRM, seeing how they hold up in everyday use on both desktop and mobile interfaces. To supplement my hands-on experience, I dug into our analyst data, combed through hundreds of user reviews, watched product demos, and examined case studies. Between this research and my own testing, I’ve developed a thorough understanding of how these CRM solutions perform. In this article, I’ll walk you through their benefits, feature sets and my hands-on experience to help you find the platform that fits your needs best. ## Why You Can Trust Us We’ve been independently researching CRM software since 2015, helping buyers find solutions that truly fit their needs. Our recommendations are grounded in rigorous research to provide you with unbiased guidance. Vendors can’t pay to be ranked on our lists. To make the cut for this comparison, products had to be classified as CRMs for B2B by our analyst team. Among those, we chose the 7 products with the highest Analyst Score in our software selection platform. For our analysis, we scored products for 97 CRM features across 12 feature groups, including contact management, lead management, and dashboards and reporting. We also scored each product’s technical capabilities, including integrations and platform security. This in-depth approach allows you to clearly see which products can meet your demands and which fall short so you can make a data-backed choice. [Read about our full process.](#detailprocess) ## Our Picks for the Best B2B CRMs Compare up to **5 products** at a time below: \> < | Product | Analyst Score i Our Overall analyst rating for CRM Software products is based on scores in our selection platform for 108 functional requirements, 33 technical requirements and 8 analyst verification questions. Each functional and technical requirement is scored on a scale of 0 (not supported) to 100 (fully supported out of the box). The analyst verification questions are scored as Yes (100) or No (0). | Best For | Top Features | User Sentiment Score i The percentage of users who would recommend this product based on user reviews collected from popular reviews sites. | Start Price | Free Trial | Deployment | | ------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------- | ------------ | ------------------------------------------------------------------------------------------------------------------------------------------- | ----------- | ---------- | ---------- | | [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) | Salesforce Sales Cloud - Score: 87 out of 100 87 | Team Collaboration | Dashboards and Reports, Product Management, Team Collaboration | 88%Great | $25Per User, Monthly | Cloud On-Premise | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------ | ------------------------------ | -------------------------------------------------------------------------- | ------------ | -------------------- | ---------------- | | [HubSpot Sales](https://www.selecthub.com/p/crm-software/hubspot-sales/) | HubSpot Sales - Score: 83 out of 100 83 | Integrations and Extensibility | Dashboards and Reports, Integrations and Extensibility, Product Management | 88%Great | $7Per User, Monthly | Cloud On-Premise | | [monday CRM](https://www.selecthub.com/p/crm-software/monday-crm/) Analyst Verified. SelectHub analysts validated this product's capabilities through the vendor's engagement in our paid verification service. Verified products may receive a score adjustment (up to 5%, varies by category) and get priority placement in tied rankings. | monday CRM - Score: 79 out of 100 79 | Platform Security | Dashboards and Reports, Platform Security, Product Management | 92%Excellent | $12Per User, Monthly | Cloud On-Premise | | [Freshsales](https://www.selecthub.com/p/crm-software/freshsales/) | Freshsales - Score: 78 out of 100 78 | Lead Management | Dashboards and Reports, Lead Management, Opportunity Management | 90%Excellent | $9Per User, Monthly | Cloud On-Premise | | [Pipedrive](https://www.selecthub.com/p/crm-software/pipedrive/) | Pipedrive - Score: 73 out of 100 73 | Platform Security | Dashboards and Reports, Platform Security, Product Management | 88%Great | $14Per Seat, Monthly | Cloud On-Premise | | [Insightly](https://www.selecthub.com/p/crm-software/insightly/) | Insightly - Score: 70 out of 100 70 | Built-In Project Management | Dashboards and Reports, Integrations and Extensibility, Product Management | 81%Great | $29Per User, Monthly | Cloud On-Premise | | [Dynamics 365 CRM](https://www.selecthub.com/p/crm-software/dynamics-365-crm/) | No Score | Communication Channels | \-- | 82%Great | $65Per User, Monthly | Cloud On-Premise | Compare Compare Compare the top leaders [ ![Salesforce Sales Cloud](https://cdn.selecthub.com/products/fe131d7f5a6b38b23cc967316c13dae2-22dddcd6f83610e821ec97db6addd674/resources/normal/logo.png?1725565422 "Salesforce Sales Cloud") ](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) ### [Salesforce Sales Cloud](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) Analyst Score Salesforce Sales Cloud - Score: 87 out of 100 87 SelectHub analysts validated this product's capabilities through the vendor's engagement in our paid verification service. Verified products may receive a score adjustment (up to 5%, varies by category) and get priority placement in tied rankings. Compare Compare the top leaders User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: $25 Per User, Monthly \- [Get Custom Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=Salesforce%2BSales%2BCloud&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ffe131d7f5a6b38b23cc967316c13dae2-22dddcd6f83610e821ec97db6addd674%2Fresources%2Fnormal%2Flogo.png%3F1725565422&price=2) Free Trial: 30 Days - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Salesforce+Sales+Cloud&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/fe131d7f5a6b38b23cc967316c13dae2-22dddcd6f83610e821ec97db6addd674/resources/normal/logo.png?1725565422) Good For: Any company size Best For: Team Collaboration Feature Scores Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration Integrations and Extensibility Platform Security 96 86 100 92 96 91 97 48 92 100 95 96 100 92 94 0 25 50 75 100 expand scores * Pros & Cons * ★ Review * Key Features * Media **Pros** * AI-driven lead and opportunity scoring helps you focus on deals most likely to close * Automation keeps assignments, approvals, and follow-ups moving without constant manual work * Flexible dashboards give you real-time pipeline visibility and highlight bottlenecks early * The app marketplace lets you connect marketing, support, email, and content tools in one system **Cons** * Initial configuration takes time and technical know-how * Pricing rises quickly with more users, add-ons, and higher-tier plans * Some features — like advanced event tracking or messaging — rely on external tools * Complex customizations often require ongoing admin support [Read Full Review](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) [Visit Site](https://www.salesforce.com/sales-cloud/overview/) **Bottom line:** Salesforce Sales Cloud works best for companies planning to scale and needing deep customization. Smaller teams with limited budgets may find it expensive and harder to manage. It’s built for flexibility. You can tailor sales processes, create custom objects, and even build proprietary apps within the Salesforce environment. Einstein AI automatically scores leads and predicts deal outcomes, helping you focus when pipelines get busy. With over 3,000 integrations available, it’s easy to sync the CRM with your email, calendar, marketing platforms, and other business tools. That said, most teams need a dedicated admin or consultant to set everything up correctly. Once you factor in licenses and optional modules, costs can climb fast — which makes it less practical for lean teams under 20 users. If you’re buying your first CRM, platforms like HubSpot or Freshsales may feel simpler to start with. But if you expect your sales process to evolve and grow more complex over time, Salesforce gives you more room to expand than many competitors. [Read Full Review](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) [Visit Site](https://www.salesforce.com/sales-cloud/overview/) * **AI prioritization** – Einstein scoring and predictive alerts surface high-value deals and flag risk early. * **Process automation** – Build structured workflows with Salesforce Flow to automate routing, approvals, and follow-ups. * **Forecast management** – Customize forecast categories and rollups to analyze revenue by territory, product, or timeframe. * **Advanced reporting** – Create detailed reports with filters and visual dashboards to track performance and share updates. * **Extensive integrations** – Use AppExchange and APIs to connect tools like WordPress, Drupal, and other business systems, keeping customer data aligned across your stack. [Read Full Review](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) [Visit Site](https://www.salesforce.com/sales-cloud/overview/) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/crm-software/salesforce-sales-cloud/) [Visit Site](https://www.salesforce.com/sales-cloud/overview/) [ ![HubSpot Sales](https://cdn.selecthub.com/products/a860a7886d7c7e2a8d3eaac96f76dc0d-6accec96c5e5170c7beaa0ebb04f28fb/resources/normal/logo.png?1740685294 "HubSpot Sales") ](https://www.selecthub.com/p/crm-software/hubspot-sales/) ### [HubSpot Sales](https://www.selecthub.com/p/crm-software/hubspot-sales/) Analyst Score HubSpot Sales - Score: 83 out of 100 83 SelectHub analysts validated this product's capabilities through the vendor's engagement in our paid verification service. Verified products may receive a score adjustment (up to 5%, varies by category) and get priority placement in tied rankings. Compare Compare the top leaders User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: $7 Per User, Monthly \- [Get Custom Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=HubSpot%2BSales&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fa860a7886d7c7e2a8d3eaac96f76dc0d-6accec96c5e5170c7beaa0ebb04f28fb%2Fresources%2Fnormal%2Flogo.png%3F1740685294&price=1) Free Trial: No Good For: Any company size Best For: Integrations and Extensibility Feature Scores Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration Integrations and Extensibility Platform Security 95 96 100 92 87 79 91 30 86 100 87 63 92 100 86 0 25 50 75 100 expand scores * Pros & Cons * ★ Review * Key Features * Media **Pros** * Deep Microsoft ecosystem integration lets you unify email, meetings and deal data automatically * Microsoft Copilot summarizes records and drafts emails, cutting admin time for sales reps * The platform scored highest in our analysis for communication channels, including Teams Phone and call transcription * Extensive customization via Power Apps and Power Automate handles complex workflows without developer support **Cons** * A steep learning curve and hidden nested menus require significant training to navigate effectively * System slowdowns can affect productivity, especially when switching tabs or accessing complex workspaces * Premium pricing and complex licensing make it cost-prohibitive for smaller organizations without IT resources * Initial setup requires certified implementation partners, adding time and cost before your team goes live [Read Full Review](https://www.selecthub.com/p/crm-software/hubspot-sales/) [Visit Site](https://www.hubspot.com/products/sales-hub) **Bottom line:** Dynamics 365 Sales is built for mid-size to enterprise organizations already running on Microsoft. Smaller teams without IT support or an implementation partner will find the setup complexity hard to justify. Pipeline, email, and meeting data sync automatically across Teams, Outlook, and Power BI — which is a big plus if you’re managing long, multi-stakeholder B2B deals. That said, getting up and running isn’t simple. Most rollouts involve certified partners, the learning curve can feel steep, and some users report performance slowdowns — even on higher-priced plans. If your organization has the Microsoft foundation and resources to support proper implementation, Dynamics 365 delivers. If not, more accessible alternatives like HubSpot CRM or Zoho CRM are worth evaluating first. [Read Full Review](https://www.selecthub.com/p/crm-software/hubspot-sales/) [Visit Site](https://www.hubspot.com/products/sales-hub) * **Conversation intelligence** – The platform automatically identifies keywords and competitor mentions during calls, surfacing insights on your dashboard for strategic decision-making. * **Predictive lead scoring** – The system calculates lead scores from historical data and automatically routes the highest-priority leads to the right reps. * **Sales forecasting** – You can customize forecasts by setting reporting hierarchies, defining access permissions, and sharing revenue projections across your sales team. * **Workflow automation** – Power Automate uses cloud, desktop, and guided business flows to handle repetitive tasks, giving your team more time to focus on higher-value work. * **Quote and order management** – Converting a quote to an order with one click automatically transfers all contents and closes the original record. [Read Full Review](https://www.selecthub.com/p/crm-software/hubspot-sales/) [Visit Site](https://www.hubspot.com/products/sales-hub) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/crm-software/hubspot-sales/) [Visit Site](https://www.hubspot.com/products/sales-hub) [ ![monday CRM](https://cdn.selecthub.com/products/f96f40bdb8cb393c6e35be1f7464e339-d57f6f274d6a418582b17daa0ec5a658/resources/normal/logo.png?1724443714 "monday CRM") ](https://www.selecthub.com/p/crm-software/monday-crm/) ### [monday CRM](https://www.selecthub.com/p/crm-software/monday-crm/) Analyst Verified SelectHub analysts validated this product's capabilities through the vendor's engagement in our paid verification service. Verified products may receive a score adjustment (up to 5%, varies by category) and get priority placement in tied rankings. Analyst Score monday CRM - Score: 79 out of 100 79 SelectHub analysts validated this product's capabilities through the vendor's engagement in our paid verification service. Verified products may receive a score adjustment (up to 5%, varies by category) and get priority placement in tied rankings. Compare Compare the top leaders User Sentiment: 92% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: $12 Per User, Monthly \- [Get Custom Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=monday%2BCRM&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff96f40bdb8cb393c6e35be1f7464e339-d57f6f274d6a418582b17daa0ec5a658%2Fresources%2Fnormal%2Flogo.png%3F1724443714&price=2) Free Trial: Yes - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=monday+CRM&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/f96f40bdb8cb393c6e35be1f7464e339-d57f6f274d6a418582b17daa0ec5a658/resources/normal/logo.png?1724443714) Good For: Any company size Best For: Platform Security Feature Scores Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration Integrations and Extensibility Platform Security 82 69 100 80 75 57 78 0 84 100 83 59 75 86 100 0 25 50 75 100 expand scores * Pros & Cons * ★ Review * Key Features * Media **Pros** * No-code automation helps you reduce repetitive work and keep sales processes moving * Clean, visual boards make deal tracking simple, even for non-technical users * Live dashboards show pipeline health at a glance * Strong security controls support compliance and detailed activity monitoring **Cons** * Many advanced capabilities sit behind higher-priced plans * Performance can slow down with larger boards or heavier use * More sophisticated workflows take time to learn and configure * Connecting external tools may require workarounds or third-party connectors [Read Full Review](https://www.selecthub.com/p/crm-software/monday-crm/) [Visit Site](https://monday.com/crm) **Bottom line:** monday CRM suits small teams that want a flexible, visual system without relying heavily on IT. It’s not ideal if you need deep native integrations or want to keep long-term costs predictable. Instead of a traditional CRM layout, monday uses colorful boards and drag-and-drop pipelines. If your team already works in visual project tools, the transition feels natural. If you’re used to classic contact-and-opportunity screens, there may be an adjustment period. The platform stands out for visibility. Dashboards refresh in real time, and you can customize views without touching code. Still, advanced automations and structured workflows require setup time, and new users sometimes find the number of fields and columns overwhelming at first. Pricing can escalate as your needs grow. While the base plan is affordable, features like expanded integrations and higher automation limits require upgrades. Many teams also rely on tools like Zapier to connect external apps, which adds another layer of cost and management. [Read Full Review](https://www.selecthub.com/p/crm-software/monday-crm/) [Visit Site](https://monday.com/crm) * **Email sync and templates** — Connect Gmail or Outlook to automatically log emails and use reusable templates to speed up outreach. * **Unified activity tracking** — View calls, meetings, notes, and updates in one timeline so every rep has context. * **Custom lead routing** — Define scoring rules and automatically assign leads to the right owner. * **Collaborative boards** — Share files, comment on deals, and control permissions within shared workspaces. * **Offline mobile access** — Update boards without internet access and sync changes once you’re back online. [Read Full Review](https://www.selecthub.com/p/crm-software/monday-crm/) [Visit Site](https://monday.com/crm) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/crm-software/monday-crm/) [Visit Site](https://monday.com/crm) [ ![Freshsales](https://cdn.selecthub.com/products/5a570102ff1655264e06f782078b5af0-8adac7661793c403cdf8c471bd0e4898/resources/normal/logo.png?1736505837 "Freshsales") ](https://www.selecthub.com/p/crm-software/freshsales/) ### [Freshsales](https://www.selecthub.com/p/crm-software/freshsales/) Analyst Score Freshsales - Score: 78 out of 100 78 SelectHub analysts validated this product's capabilities through the vendor's engagement in our paid verification service. Verified products may receive a score adjustment (up to 5%, varies by category) and get priority placement in tied rankings. Compare Compare the top leaders User Sentiment: 90% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: $9 Per User, Monthly \- [Get Custom Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=Freshsales&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F5a570102ff1655264e06f782078b5af0-8adac7661793c403cdf8c471bd0e4898%2Fresources%2Fnormal%2Flogo.png%3F1736505837&price=1) Free Trial: 21 Days - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Freshsales&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/5a570102ff1655264e06f782078b5af0-8adac7661793c403cdf8c471bd0e4898/resources/normal/logo.png?1736505837) Good For: Any company size Best For: Lead ManagementOpportunity Management Feature Scores Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration Integrations and Extensibility Platform Security 71 96 100 56 100 79 100 0 79 100 54 82 83 94 86 0 25 50 75 100 expand scores * Pros & Cons * ★ Review * Key Features * Media **Pros** * Simple, user-friendly layout makes adoption easier for new CRM users * Native calling and SMS tools help you contact leads quickly and capture activity automatically * Drag-and-drop chatbot builder supports multiple languages and routes conversations to the right rep * Helpful onboarding resources and responsive support speed up issue resolution **Cons** * Settings are spread across multiple menus, so updates can require extra navigation * The mobile app feels limited compared to desktop, missing views like Kanban tasks and advanced filters * Integration options are narrower than some competitors, which may require external connectors * Reporting lacks deeper search capabilities and detailed order history visibility [Read Full Review](https://www.selecthub.com/p/crm-software/freshsales/) [Visit Site](https://www.freshworks.com/freshsales-crm/) **Bottom line:** Freshsales is ideal for small to mid-sized sales teams that want quick setup and core selling tools without enterprise-level complexity. It centralizes everyday sales work — built-in phone, SMS, email templates, and automated sequences — so reps can manage outreach without switching platforms. According to our data, Freshsales performs strongly in product management, which makes it a good fit if you sell physical or catalog-based products and need structured pricing inside deals. In my testing, it handled product-driven pipelines and light automation smoothly. For service-heavy or highly customized sales cycles, you may need to adjust stages, add fields, or rely on more manual processes to align with your workflow. Freshsales integrates with common email, calendar, marketing, and support tools, helping you maintain a connected sales environment without heavy configuration. However, if your team requires deep customization or a large ecosystem of integrations, you might outgrow it faster than platforms like Salesforce Sales Cloud or Zoho CRM. [Read Full Review](https://www.selecthub.com/p/crm-software/freshsales/) [Visit Site](https://www.freshworks.com/freshsales-crm/) * **Deal management** – Move opportunities through stages while automatically calculating totals based on products, quantities, and discounts. * **Product catalog** – Maintain a searchable product list with filters and multi-currency pricing for accurate quoting. * **Shared inbox** – Convert incoming emails into contacts and link conversations to the correct record. * **Built-in phone system** – Place calls directly from the CRM and log outcomes within each contact or deal. * **Automated sequences** – Create timed email workflows with exit rules and track engagement to refine follow-ups. [Read Full Review](https://www.selecthub.com/p/crm-software/freshsales/) [Visit Site](https://www.freshworks.com/freshsales-crm/) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/crm-software/freshsales/) [Visit Site](https://www.freshworks.com/freshsales-crm/) [ ![Pipedrive](https://cdn.selecthub.com/products/c24cd76e1ce41366a4bbe8a49b02a028-0647f3614f371b8db9ea6881234b2c83/resources/normal/logo.png?1734459911 "Pipedrive") ](https://www.selecthub.com/p/crm-software/pipedrive/) ### [Pipedrive](https://www.selecthub.com/p/crm-software/pipedrive/) Analyst Score Pipedrive - Score: 73 out of 100 73 SelectHub analysts validated this product's capabilities through the vendor's engagement in our paid verification service. Verified products may receive a score adjustment (up to 5%, varies by category) and get priority placement in tied rankings. Compare Compare the top leaders User Sentiment: 88% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: $14 Per Seat, Monthly \- [Get Custom Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=Pipedrive&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fc24cd76e1ce41366a4bbe8a49b02a028-0647f3614f371b8db9ea6881234b2c83%2Fresources%2Fnormal%2Flogo.png%3F1734459911&price=2) Free Trial: 14 Days - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Pipedrive&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/c24cd76e1ce41366a4bbe8a49b02a028-0647f3614f371b8db9ea6881234b2c83/resources/normal/logo.png?1734459911) Good For: Any company size Best For: Platform Security Feature Scores Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration Integrations and Extensibility Platform Security 90 82 100 77 78 79 65 0 69 100 62 68 75 89 100 0 25 50 75 100 expand scores * Pros & Cons * ★ Review * Key Features * Media **Pros** * Drag-and-drop pipelines make stalled deals easy to spot and move forward * Straightforward design helps new reps learn the system quickly * Sales Assistant suggests next steps and reminders to keep follow-ups from slipping * Entry pricing under $14 per user/month makes it accessible for growing teams **Cons** * Reporting works for basic tracking but lacks depth for advanced analysis * Limited customization options can limit more complex sales processes * Several advanced tools require higher plans or add-ons, raising overall spend * The mobile experience can feel slower and less flexible than desktop [Read Full Review](https://www.selecthub.com/p/crm-software/pipedrive/) [Visit Site](https://www.pipedrive.com/) **Bottom line:** Pipedrive works best for small and mid-sized sales teams that want clarity and structure without heavy configuration. It’s less suitable for organizations that depend on sophisticated reporting or layered workflows. In our data, Pipedrive earned high user satisfaction, largely because the interface feels intuitive and sales-focused. Teams moving off spreadsheets can quickly build stages, assign activities, and track deals in a visual layout that mirrors how reps actually work. The platform also connects with widely used tools like Google Workspace, Slack, and Zapier through its marketplace, making it easier to sync email, calendars, and automations without custom development. Where it may fall short is in forecasting and advanced analytics. If you need multi-level revenue projections, detailed scenario planning, or highly tailored dashboards, platforms like Salesforce or HubSpot typically offer more flexibility. [Read Full Review](https://www.selecthub.com/p/crm-software/pipedrive/) [Visit Site](https://www.pipedrive.com/) * **Visual pipeline management** – Customize stages, filter by owner, and adjust fields to reflect your sales cycle. * **Leads inbox** – Capture and qualify new leads before adding them to the main pipeline, keeping early-stage conversations organized. * **Deal inactivity alerts** – Receive notifications when opportunities sit untouched for too long. * **Product catalog** – Maintain a list of products or services with pricing details, attach them to deals, and export data when needed. * **App marketplace** – Integrate with accounting, marketing, chat, and productivity tools, using smart recommendations to find compatible apps faster. [Read Full Review](https://www.selecthub.com/p/crm-software/pipedrive/) [Visit Site](https://www.pipedrive.com/) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/crm-software/pipedrive/) [Visit Site](https://www.pipedrive.com/) [ ![Insightly](https://cdn.selecthub.com/products/a49e9411d64ff53eccfdd09ad10a15b3-b67354b087cd2e302d14af4485749fe5/resources/normal/logo.png?1753886976 "Insightly") ](https://www.selecthub.com/p/crm-software/insightly/) ### [Insightly](https://www.selecthub.com/p/crm-software/insightly/) Analyst Score Insightly - Score: 70 out of 100 70 SelectHub analysts validated this product's capabilities through the vendor's engagement in our paid verification service. Verified products may receive a score adjustment (up to 5%, varies by category) and get priority placement in tied rankings. Compare Compare the top leaders User Sentiment: 81% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: $29 Per User, Monthly \- [Get Custom Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=Insightly&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fa49e9411d64ff53eccfdd09ad10a15b3-b67354b087cd2e302d14af4485749fe5%2Fresources%2Fnormal%2Flogo.png%3F1753886976&price=2) Free Trial: 14 Days - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Insightly&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/a49e9411d64ff53eccfdd09ad10a15b3-b67354b087cd2e302d14af4485749fe5/resources/normal/logo.png?1753886976) Good For: Small & medium companies Feature Scores Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration Integrations and Extensibility Platform Security 74 81 100 66 73 50 74 0 73 100 62 45 58 94 86 0 25 50 75 100 expand scores * Pros & Cons * ★ Review * Key Features * Media **Pros** * You can reduce manual handoffs by syncing CRM data with your everyday tools through AppConnect * Customization options let you adapt fields, pipelines, and dashboards to match your process * Automation rules handle lead routing and follow-ups, helping you avoid missed steps * The interface is clean and easy to navigate, speeding early adoption **Cons** * Mobile tools can be limited for offline work and tailored workflows * Partner management capabilities are missing, which complicates co-selling and channel tracking * According to our data, quota and performance tracking are limited for manager-level accountability * Task management is basic, so teams may miss visual boards for day-to-day work [Read Full Review](https://www.selecthub.com/p/crm-software/insightly/) [Visit Site](https://www.insightly.com/crm/) **Bottom line:** Insightly is a strong fit for small and midsize teams, especially service-driven businesses that want CRM and project tracking in one place. However, it’s not ideal if you need enterprise-grade customization, deeper reporting, or guided onboarding. It covers the full customer lifecycle, from leads and opportunities to post-sale delivery, with pipelines you can tailor to your process. When it comes to tech stack compatibility, Insightly shines. AppConnect links to over 500 apps, including Gmail, Outlook, QuickBooks, Mailchimp, and Zapier, and you can expand with Insightly’s Marketing and Service modules as your needs grow. That said, larger teams or organizations with complex workflows may find the platform’s customization and reporting features limited. If you need deeper automation and advanced analytics, platforms like Salesforce Sales Cloud or Zoho CRM could be better long-term options. [Read Full Review](https://www.selecthub.com/p/crm-software/insightly/) [Visit Site](https://www.insightly.com/crm/) * **Deal-to-project handoff** – Convert closed-won opportunities into projects in one click, auto-filling details so your delivery tasks and milestones stay tied to the customer record. * **AppConnect integrations** – Connect Insightly with 500+ apps via AppConnect, so data syncs and cross-tool updates run automatically without coding. * **Workflow automation** – You can trigger actions from field changes, pipeline stages, or new records to route leads, assign tasks, send follow-ups, and keep work moving. * **Quote management** – Build price books and quotes inside opportunities, apply branded templates, send to customers, and track quote status through close. * **Dashboards and reporting** – Create dashboards quickly, track KPIs in real time, and share performance views across teams — with up to 100 dashboards on Professional and unlimited on Enterprise. [Read Full Review](https://www.selecthub.com/p/crm-software/insightly/) [Visit Site](https://www.insightly.com/crm/) ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/crm-software/insightly/) [Visit Site](https://www.insightly.com/crm/) [ ![Dynamics 365 Sales](https://cdn.selecthub.com/products/ba347fcc9a79fb74e95670b24848164f-701fd727a086d85ec457f42ce9e22f5c/resources/normal/logo.png?1693317989 "Dynamics 365 Sales") ](https://www.selecthub.com/p/crm-software/dynamics-365-sales/) ### [Dynamics 365 Sales](https://www.selecthub.com/p/crm-software/dynamics-365-sales/) Analyst Score Dynamics 365 Sales - Score: 81 out of 100 81 SelectHub analysts validated this product's capabilities through the vendor's engagement in our paid verification service. Verified products may receive a score adjustment (up to 5%, varies by category) and get priority placement in tied rankings. Compare Compare the top leaders User Sentiment: 85% of users recommend this product i Based on user reviews collected from popular reviews sites. Start Price: $65 Per User, Monthly \- [Get Custom Pricing](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=Dynamics%2B365%2BSales&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Fba347fcc9a79fb74e95670b24848164f-701fd727a086d85ec457f42ce9e22f5c%2Fresources%2Fnormal%2Flogo.png%3F1693317989&price=2) Free Trial: 30 Days - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=Dynamics+365+Sales&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/ba347fcc9a79fb74e95670b24848164f-701fd727a086d85ec457f42ce9e22f5c/resources/normal/logo.png?1693317989) Good For: Medium & large companies Best For: Communication Channels Feature Scores Account and Contact Management Communication Channels Dashboards and Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, and Contracts Management Sales Performance Management Team Collaboration Integrations and Extensibility Platform Security 90 100 93 72 77 71 97 40 92 100 87 77 83 82 94 0 25 50 75 100 expand scores * Pros & Cons * ★ Review * Key Features * Media **Pros** * Deep Microsoft ecosystem integration lets you unify email, meetings and deal data automatically * Microsoft Copilot summarizes records and drafts emails, cutting admin time for sales reps * The platform scored highest in our analysis for communication channels, including Teams Phone and call transcription * Extensive customization via Power Apps and Power Automate handles complex workflows without developer support **Cons** * A steep learning curve and hidden nested menus require significant training to navigate effectively * System slowdowns can affect productivity, especially when switching tabs or accessing complex workspaces * Premium pricing and complex licensing make it cost-prohibitive for smaller organizations without IT resources * Initial setup requires certified implementation partners, adding time and cost before your team goes live [Read Full Review](https://www.selecthub.com/p/crm-software/dynamics-365-sales/) [Visit Site](https://www.microsoft.com/en-us/dynamics-365/products/sales) **Bottom line:** Dynamics 365 Sales is built for mid-size to enterprise organizations already running on Microsoft. Smaller teams without IT support or an implementation partner will find the setup complexity hard to justify. Pipeline, email, and meeting data sync automatically across Teams, Outlook, and Power BI — which is a big plus if you’re managing long, multi-stakeholder B2B deals. That said, getting up and running isn’t simple. Most rollouts involve certified partners, the learning curve can feel steep, and some users report performance slowdowns — even on higher-priced plans. If your organization has the Microsoft foundation and resources to support proper implementation, Dynamics 365 delivers. If not, more accessible alternatives like HubSpot CRM or Zoho CRM are worth evaluating first. [Read Full Review](https://www.selecthub.com/p/crm-software/dynamics-365-sales/) [Visit Site](https://www.microsoft.com/en-us/dynamics-365/products/sales) * **Conversation intelligence** – The platform automatically identifies keywords and competitor mentions during calls, surfacing insights on your dashboard for strategic decision-making. * **Predictive lead scoring** – The system calculates lead scores from historical data and automatically routes the highest-priority leads to the right reps. * **Sales forecasting** – You can customize forecasts by setting reporting hierarchies, defining access permissions, and sharing revenue projections across your sales team. * **Workflow automation** – Power Automate uses cloud, desktop, and guided business flows to handle repetitive tasks, giving your team more time to focus on higher-value work. * **Quote and order management** – Converting a quote to an order with one click automatically transfers all contents and closes the original record. [Read Full Review](https://www.selecthub.com/p/crm-software/dynamics-365-sales/) [Visit Site](https://www.microsoft.com/en-us/dynamics-365/products/sales) ![Screenshots]()![Screenshots]()![Screenshots]() [Read Full Review](https://www.selecthub.com/p/crm-software/dynamics-365-sales/) [Visit Site](https://www.microsoft.com/en-us/dynamics-365/products/sales) [Compare Top CRM Software Leaders](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) ## How We Rated and Reviewed Products The process involved two parts: 1. The analyst scores, which determine the top products 2. My personal research into each product to supplement our analyst data **How the Analyst Score Works** Our team of analysts conducted in-depth research of the CRM market using primary and secondary sources. This included SelectHub Analyst Briefings, direct communication with CRM vendors, and reviewing materials such as user reviews, product brochures, specification sheets, case studies, user manuals and technical documentation. Our platform’s Scoring Engine processed all the research to compute the analyst score. The score is based on how comprehensive each product’s feature-set is and how much is available out of the box vs. through extra modules, integrations and other means. For CRM, we scored the following feature groups: * Account and Contact Management * Communication Channels * Dashboards and Reports * Document Management * Lead Management * Mobile Capabilities * Opportunity Management * Partner Relationship Management * Product Management * Quotes, Orders and Contracts Management * Sales Performance Management * Team Collaboration We also scored these technical capability: * Integrations and Extensibility * Platform Security We used the following scale to rate each feature and technical capability: | Level of Support | Score | Description | | ----------------------------------- | ----- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Fully Supported Out of the Box | 100 | This feature is comprehensively supported out of the box with industry-leading capabilities and is immediately available after installation, without needing any additional modules, integrations, or custom development. | | Moderately Supported Out of the Box | 85 | This feature is moderately supported out of the box and is immediately available after installation, without needing any additional modules, integrations, or custom development. | | Supported with Workarounds | 70 | This feature is not directly available in the software but can be accomplished using other built-in features or any other workarounds, without any additional cost. | | Supported with Additional Modules | 60 | This feature is available through additional modules or products from the vendor at an additional cost. | | Supported with Partner Integrations | 50 | This feature is available through additional integrations, plugins, or marketplace applications from a third-party vendor at an additional cost. | | Supported with Custom Development | 25 | This feature is not built in, and cannot be added by purchasing additional modules or integrations, but can be custom developed using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. | | Not Supported | 0 | This feature is not supported. | **My Research** I spent 10+ hours exploring each CRM solution hands-on to see how they perform in day-to-day use. Here’s what I focused on during testing: * **Navigation:** I explored the interface to see how intuitive it is — looking for clean menus, clear labeling, and ease of accessing key features without training. * **Contact Management:** I created and managed accounts and contacts to test how easily I could add, edit, organize and track customer info. * **Dashboards & Reporting:** I customized dashboards and tested report templates to evaluate chart options, export features and how well each platform highlights key metrics. * **Pipeline Management:** I built a full sales pipeline — created leads, converted them to deals, added products and moved the leads through stages to assess flexibility and tracking. * **Mobile Experience:** I installed the mobile apps and tested them for usability and functionality, comparing the mobile experience to the desktop and checking if critical features were accessible. * **Integrations:** I connected each CRM with common work tools and explored available integrations, checking for native support and API flexibility. * **Email Marketing:** I built and sent emails, tested templates, and evaluated tracking, automation, and personalization capabilities. * **AI Features:** I explored AI tools included in the free trial, such as email writing, data entry automation and insight generation. * **Workflow Customization:** I created workflows to test how well each system adapts to different business processes and how much time automation can save. Jump back to the [product comparison](#productcomparison). Or learn more about our [**research methodology**](https://www.selecthub.com/research-methodology/) and [**editorial standards**](https://www.selecthub.com/editorial-guidelines/). [Compare Top CRM Software Leaders](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) ## FAQs [How much does a B2B CRM cost?](#group%5F651) Pricing for B2B CRMs typically ranges from $12 to over $300 per user per month, depending on the platform and plan level. Costs vary based on factors like the number of users, feature set (such as automation, AI and reporting), industry-specific needs (like B2B sales cycles or lead scoring), and whether the vendor includes implementation and support services. [How is B2B CRM different from B2C CRM?](#group%5F689) B2B CRMs are built for relationship-driven sales involving fewer, high-value deals, often with multiple touchpoints. In contrast, B2C CRMs typically handle high volumes of quick, individual transactions. B2B platforms emphasize pipeline visibility, account hierarchy and collaboration tools. Check out our [B2B vs. B2C CRM](https://www.selecthub.com/customer-relationship-management/b2b-and-b2c-crm/) article for a full breakdown. [What’s the best CRM for a small B2B business or startup?](#group%5F352) Look for CRMs that offer easy setup, essential features like pipeline tracking and email integration, and pricing that scales as you grow. Tools like Pipedrive or Freshsales are popular for [smaller B2B teams](https://www.selecthub.com/customer-relationship-management/crm-for-small-business/). [Compare Top CRM Software Leaders](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) ## Get Personalized Recommendations Now that you’ve got a solid list of the best B2B CRM software, the next step is finding the one that truly fits your team. To make your decision easier, check out our free [CRM comparison](https://pmo.selecthub.com/top-crm-analyst-report-site-vers/) report. You can customize it by industry, company size and must-have features to see which platforms truly align with your requirements. Which CRM stands out to you from our list? And why? Let us know in the comments! ### Trending Topics #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [The 10 Best CRM Software Tested and Rated: 2026 Comparison](https://www.selecthub.com/customer-relationship-management/big-crm-comparison-chart/) [The best CRM software keeps all your customer info in one place, gives you clear… ](https://www.selecthub.com/customer-relationship-management/big-crm-comparison-chart/) [ ![Anjali Krishna](https://www.selecthub.com/wp-content/uploads/2024/06/cropped-Anjali-K-Headshot-96x96.jpg) Anjali Krishna ](https://www.selecthub.com/author/anjali-krishna/) Sep 03, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [12 CRM Trends for 2026: Exploring What the Experts and Data Say](https://www.selecthub.com/customer-relationship-management/crm-trends/) [What CRM trends should your company be aware of so you can be at the… ](https://www.selecthub.com/customer-relationship-management/crm-trends/) [ ![Manogna Chandrika Matta](https://www.selecthub.com/wp-content/uploads/2022/11/Manogna-Headshot-96x96.png) Manogna Chandrika Matta ](https://www.selecthub.com/author/manogna-chandrika-matta/) Aug 18, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [CRM Requirements Checklist for Smarter Selection + Free Template](https://www.selecthub.com/customer-relationship-management/crm-requirements-checklist-and-downloadable-template/) [Too often, buyers reach for a CRM requirements checklist — features, integrations, platform security, pricing… ](https://www.selecthub.com/customer-relationship-management/crm-requirements-checklist-and-downloadable-template/) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) Pooja Verma ](https://www.selecthub.com/author/pooja-verma/) May 15, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [Salesforce vs. SAP 2026 Comparison: Which Should You Choose?](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) [In this SAP vs. Salesforce breakdown, I’ll highlight what really matters — from key features… ](https://www.selecthub.com/customer-relationship-management/salesforce-and-sap/) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) Pooja Verma ](https://www.selecthub.com/author/pooja-verma/) Mar 17, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [Top 10 Salesforce Competitors in 2026: Best Alternatives for SMBs, Mid-Market Orgs & Enterprises](https://www.selecthub.com/customer-relationship-management/salesforce-alternatives/) [ Salesforce might be the giant in the CRM room, but after reviewing dozens of… ](https://www.selecthub.com/customer-relationship-management/salesforce-alternatives/) [ ![Pooja Verma](https://secure.gravatar.com/avatar/4f22202f68158fa4b012b18a196e08ea151f6f9427b194cce3330634ff0dd1b2?s=96&d=mm&r=g) Pooja Verma ](https://www.selecthub.com/author/pooja-verma/) Mar 17, 2026 #### [CRM](https://www.selecthub.com/category/customer-relationship-management/) [What Are The Top CRM Features? Everyday Users Share Their Favorites](https://www.selecthub.com/customer-relationship-management/crm-features-functionality-list/) [With countless CRM features to think about, how can you know which ones make a… ](https://www.selecthub.com/customer-relationship-management/crm-features-functionality-list/) [ ![Anjali Krishna](https://www.selecthub.com/wp-content/uploads/2024/06/cropped-Anjali-K-Headshot-96x96.jpg) Anjali Krishna ](https://www.selecthub.com/author/anjali-krishna/) Mar 17, 2026 Originally published in August 2025 and last updated in March 2026\. Contributions from Pooja Verma, Joan Akash, Manan Roy, and Zachary Totah. ## About the Contributors The following team members helped research, create, and review this content. [ ](https://www.selecthub.com/author/pooja-verma/) Written by [Pooja Verma](https://www.selecthub.com/author/pooja-verma/) CRM & Marketing Tech Writer Pooja Verma is a Content Editor and Technical Content Writer at SelectHub. She has over 5 years of experience covering software categories like CRM, marketing automation, supply chain management and endpoint security. Pooja earned a literature degree from Miranda House, DU and also holds a Master’s in Journalism from Symbiosis Institute of Media and Communication in India. [See Full Bio](https://www.selecthub.com/author/pooja-verma/) [ ](https://www.selecthub.com/author/joan-akash/) Technical Research by [Joan Akash](https://www.selecthub.com/author/joan-akash/) Senior Analyst Joan Akash, a Senior Research Analyst at SelectHub, holds a Post-Graduate Diploma in Management with a specialization in Marketing. Her expertise as a researcher and reviewer spans diverse software categories, including Project Management, Customer Relationship Management, Live Chat, and Help Desk. Beyond her professional pursuits, Joan is spiritually driven, with a passion for teaching children and a penchant for reading biblical blogs and crafting poetry. [See Full Bio](https://www.selecthub.com/author/joan-akash/) [ ](https://www.selecthub.com/author/manan-roy/) Technical Research by [Manan Roy](https://www.selecthub.com/author/manan-roy/) Principal Analyst Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology. [See Full Bio](https://www.selecthub.com/author/manan-roy/) [ ](https://www.selecthub.com/author/zachary-totah/) Edited by [Zachary Totah](https://www.selecthub.com/author/zachary-totah/) Content Manager & Editor As SelectHub's Content Manager, Zac is in charge of content across diverse categories including CRM, ERP, HR, medical and project management. He has over 6 years of experience writing and editing for B2B tech and holds a B.A. in communications. His work is driven by his goal of making it less overwhelming for people to find software for their business. [See Full Bio](https://www.selecthub.com/author/zachary-totah/) Anjali KrishnaWhat Are The Top CRM Features? Everyday Users Share Their Favorites * ‹ * › ### Conversation ![Avatar](https://secure.gravatar.com/avatar/281d3616cf761f3582c0d76c23517846?s=32&d=mm&r=g) Write a response [Cancel reply](https://www.selecthub.com/customer-relationship-management/best-b2b-crm/#respond) Your message Your name \* Your email \* Website Save my name, email, and website in this browser for the next time I comment. Compare **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. 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Costs vary based on factors like the number of users, feature set (such as automation, AI and reporting), industry-specific needs (like B2B sales cycles or lead scoring), and whether the vendor includes implementation and support services."}},{"@type":"Question","name":"How is B2B CRM different from B2C CRM?","acceptedAnswer":{"@type":"Answer","text":"B2B CRMs are built for relationship-driven sales involving fewer, high-value deals, often with multiple touchpoints. In contrast, B2C CRMs typically handle high volumes of quick, individual transactions. B2B platforms emphasize pipeline visibility, account hierarchy and collaboration tools.\nCheck out our B2B vs. B2C CRM article for a full breakdown."}},{"@type":"Question","name":"What’s the best CRM for a small B2B business or startup?","acceptedAnswer":{"@type":"Answer","text":"Look for CRMs that offer easy setup, essential features like pipeline tracking and email integration, and pricing that scales as you grow. 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