Check out our independent editorial review of the best crm software for sales professionals, including use cases for each option.
Analytical CRM software is a tool used by salespeople who want to make the most of their data. While all CRMs work with analytics in some way, the ones featured on our list do it better than others, offering robust data management, comprehensive analytics, and customizability designed to maximize your sales pipeline. In this article, we compare the top analytical CRM options to help determine the one that is best for you.
Here are the top eight analytical CRMs for salespeople in 2021:
Analytical CRMs are software focused on collecting, managing, and analyzing data. This allows sales and marketing teams to better forecast important metrics as well as better understand their customers. This differs slightly from more standard CRMs that only focus on core lead generation, nurturing, and basic automation features. For more information on how analytical CRMs compare to the other main CRM types, check out our article on the four types of CRMs.
We evaluated every entry according to six weighted criteria. The first and most significant category, analytical integration, covers the features that distinguish analytical CRMs from other offerings. Ease of use is based on the overall usability of each entry, while expert score reflects our own opinion along with that of the general public. Core features cover the standard functionality of CRM software, with customization and pricing finishing off our criteria.
Note: All per-user prices require a one-year commitment unless otherwise noted.
Overall, HubSpot CRM offers the best combination of analytical integration and pricing out of all our entries. It also has high scores in core features, customization, and popularity. Take a look at our breakdown for specific details on all our criteria.
HubSpot CRM makes it easy to analyze your live support chat and other critical data.
Price Range: Free to $1,200 per month (Sales Hub)
HubSpot CRM is a full-scale free solution focusing on marketing, sales, and service. They have dedicated packages in each of those specialties; Sales Hub includes support for detailed sales analytics starting at the Professional tier and integrates with the other packages (sold separately) for live chat analytics, marketing analytics, customer lifecycle analytics, reporting, customization, and more. It’s ideal for businesses that want a free version with the option to upgrade later.
Zoho CRM provides a myriad of lead analytics, general data analytics, visualizations, and customizable reports.
Price Range: Free to $52 per month (15-day free trial)
Zoho CRM is an analytical CRM with a strong focus on lead analytics, including social media and multichannel analytics. They also capture data from contacts, vendors, and activities, all of which is displayed through different visualizations. If you’re someone who does better with charts, graphs, and illustrations, or if you want to make the most of your lead data, look no further than Zoho CRM.
Infor CRM connects both your front and back office with your entire sales pipeline.
Price Range: Contact provider for quote
Infor CRM is great for ecommerce sites and companies that currently use separate systems for front and back office needs. With Birst, Infor CRM’s proprietary analytical service, you’ll get real-time access to sales and operational data that is captured from any source within a front or back office setting. If your company currently hosts ERP on your back office systems and CRM on the front, Infor CRM can help consolidate this information for better analysis.
Dynamics 365 Sales offers many ways to analyze, organize, and manage your business intelligence.
Price Range: $65 to $162 per month
Dynamics 365 Sales is a full-scale CRM solution that takes an AI-powered approach to data analytics with conversation intelligence to detect customer emotions, sentiments, and priorities. Add Power BI, Microsoft’s proprietary BI platform, for advanced visualizations and dashboards. It’s the ideal solution for those who are familiar with Microsoft products and those who want to use BI to guide their decision-making.
Bolster your Salesforce account with the machine learning capabilities of Tableau CRM.
Price Range: $12 to $70 per month
Recently acquired by Salesforce, Tableau CRM injects data into nearly every action taken in Salesforce. Much of this is done via Einstein Discovery. Equipped with next-gen machine learning capabilities, this proprietary platform uses data to create accurate prediction models and to enable smarter decision-making across the board. It’s best for Salesforce users and those who want to supercharge their data with machine learning capabilities.
Zendesk Sell is an analytical CRM that integrates with their in-house helpdesk platform.
Price Range: $19 to $99 per month
At its core, Zendesk Sell is an analytical CRM focused on sales, process management, and pipeline visibility. This is complemented with a full-scale helpdesk solution, which provides telephone and VoIP support, advanced call analytics, forecasting, and more. It’s perfect for ecommerce sites and digital storefronts that need to provide customer support via traditional and online channels.
Capsule CRM utilizes third-party apps to meet all of your analytical and CRM needs.
Price Range: Free to $54 per month (30-day free trial)
Touted as one of the simplest analytical CRMs on the market, Capsule CRM users tend to experience the greatest benefit when they start exploring the available third-party integrations. It’s compatible with email marketing apps like MailChimp, helpdesk software like Zendesk, accounting software like QuickBooks, and more. It’s also compatible with Google software, including G Suite and Gmail, and you can pair it with even more apps via Zapier.
Prophet CRM makes it easy for Outlook users to transition to a full-scale data analytics and CRM solution.
Price Range: $25 to $75 per month
Current or former Microsoft Outlook users will feel right at home with Prophet CRM. Built around native Outlook integration, Prophet CRM turns your familiar email software into a full-scale CRM with email tracking, data sharing, and the ability to export lists directly into Microsoft Excel. Higher pricing tiers add even more functionality, ranging from sales tracking to support for unlimited forms and records.
It’s nearly impossible to gain a 360-degree view of sales, marketing, and customer data without an analytical CRM solution. Not only does this software make it easy to collect, organize, process, and manage data, but each one provides unique visualizations, reports, and actionable insight to help you make the most of this information.