8 Best Analytical CRM Software for Salespeople

Learn about the top analytical CRM solutions for salespeople and marketing professionals in 2021, including the best use case for each.

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:

  • HubSpot CRM (Overall Winner): Best solution for live chat analytics (free starting price) 
  • Zoho CRM: Best for multichannel lead analytics (free starting price)
  • Infor CRM: Best for front and back office integration (contact for quote)
  • Dynamics 365 Sales: Best for business intelligence (BI) analytics (from $65)
  • Tableau CRM: Best analytical CRM for machine learning (from $12)
  • Zendesk Sell: Best for online helpdesk analytics (from $19)
  • Capsule CRM: Best for third-party integrations (free starting price)
  • Prophet CRM: Best solution for Outlook users (from $25)

What Is an Analytical CRM?

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.

How We Evaluated the Best Analytical CRM Software

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.

Evaluation Criteria

Here are our six weighted criteria below. To assess the best options, we gave each CRM on our list a score within each category out of five and added them all up to determine the highest overall score.

Analytical Integration:
30%
Ease of Use:
20%
Expert Score:
15%
Core Features:
15%
Customization:
10%
Pricing:
10%

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: Best for Live Chat Analytics

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)

Overall Rating star-fullstar-fullstar-fullstar-full Analytical Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Analyze your live support chat
  • Upgrade to view detailed sales analytics
  • Track the entire customer lifecycle

Cons:

  • Limited customizability
  • Database filters need improvement
  • Expensive at higher pricing tiers

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.

HubSpot CRM Cost

  • Free Plan: Support for unlimited users
  • Sales Hub Starter: $45 per month, starts at 2 paid users
  • Sales Hub Professional: $450 per month, starts at 5 paid users
  • Sales Hub Enterprise: $1,200 per month, starts at 10 paid users

HubSpot CRM Key Features

  • Sales Analytics: View all of your sales data in one convenient place with HubSpot CRM’s centralized dashboard.
  • Track the Customer Lifecycle: Integrate with available packages to analyze the entire customer lifecycle, from the initial prospect phase to post-sale support and upselling.
  • View Website Metrics: Get a better idea of the quality and quantity of your web traffic by analyzing key website metrics, including referrals, sessions, and conversions.
  • Customized and Individualized Reports: Customize your reports and view individual reports for every one of your marketing channels via Marketing Hub integration.
  • HubSpot Academy: Access free courses, including Email Marketing Certification and Growth-Driven Design Agency Certification, with your subscription.

Visit Hubspot CRM

Zoho CRM: Best for Multi-channel Lead Analytics

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)

Overall Rating star-fullstar-fullstar-fullstar-full Analytical Integration star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Analyze your entire sales pipeline
  • Gauge email campaign effectiveness
  • Forecast milestones and achievements

Cons:

  • Features are limited in the free version
  • Missing support for certain languages
  • Slow customer service response times

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.

Zoho CRM Cost

  • Free version available for three users
  • Standard: $14 per user, per month
  • Professional: $23 per user, per month
  • Enterprise: $40 per user, per month
  • Ultimate: $52 per user, per month
  • Free trial available for 15 days

Zoho CRM Key Features

  • Lead Analytics: Track critical lead data, including sources, status, ownership, conversion rates, churn, and more.
  • Sales Forecasting: Use historical data and information on the latest trends to create accurate predictions of future sales.
  • Data Visualizations: View your data in a myriad of different ways with Zoho’s pre-configured data visualizations, or customize them to meet your needs.
  • AI-Driven Data Analysis: Benefit from in-depth data analytics powered by Zia, Zoho’s AI-driven virtual assistant.
  • Customizable Reporting: Mix-and-match CRM data from various leads, contacts, vendors, or tasks to view unique and multi-dimensional reports.

Zoho CRM dashboard example

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Infor CRM: Best for Front & Back Office Integration

Infor CRM connects both your front and back office with your entire sales pipeline.

Price Range: Contact provider for quote

Overall Rating star-fullstar-fullstar-full star-full Analytical Integration star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full

Pros:

  • Birst included at no extra charge
  • AI-powered automation
  • Easily monetize your data

Cons:

  • System slow with multiple users
  • Frequent errors and glitches
  • Integration needs improvement

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.

Infor CRM Cost

  • Contact provider for quote

Infor CRM Key Features

  • Front and Back Office Integration: Compatibility with back office ERP systems makes it easy to centralize and synchronize customer data.
  • Infor Birst: A dedicated BI platform, Birst lets you view advanced analytics without having to pay for additional services.
  • Networked BI: Since Infor Birst uses a networked approach to BI, you can easily support centralized and decentralized teams with full-scale governance.
  • AI-Powered Automation: Identify and complete menial tasks with the help of Infor’s AI-powered automation platform.
  • Monetize Your Data: Easily share your data with customers and vendors, ultimately allowing you to monetize data while further connecting with leads and partners.

Infor CRM Analytical CRM

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Dynamics 365 Sales: Best for BI Analytics

Dynamics 365 Sales offers many ways to analyze, organize, and manage your business intelligence.

Price Range: $65 to $162 per month

Overall Rating star-fullstar-fullstar-fullstar-full Analytical Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full

Pros:

  • Proprietary AI and BI systems
  • Fully customizable analytics
  • Real-time customer insights

Cons:

  • Confusing for non-Microsoft users
  • Power BI requires an additional fee
  • User interface is confusing

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.

Dynamics 365 Sales Cost

  • Dynamics 365 Sales Professional: $65 per user, per month
  • Dynamics 365 Sales Enterprise: $95 per user, per month
  • Dynamics 365 Sales Premium: $135 per user, per month
  • Microsoft Relationship Sales: $162 per user, per month, starts at 10 paid users

Dynamics 365 Sales Key Features

  • Microsoft AI: Easily convert data into meaningful and actionable insight with Microsoft’s proprietary AI platform.
  • Microsoft Power BI: Microsoft’s business analytics service helps visualize data through interactive dashboards and reports.
  • Real-Time Customer Insights: Collect transactional, behavioral, and demographic data for a 360-degree, real-time view of each customer.
  • Customizable Analytics: Connect two different data sources and combine them into a highly customizable report. Focus only on the data that matters the most.

Visit Dynamic 365 sales

Tableau CRM: Best for Machine Learning

Bolster your Salesforce account with the machine learning capabilities of Tableau CRM.

Price Range: $12 to $70 per month

Overall Rating star-fullstar-fullstar-full star-full Analytical Integration star-fullstar-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-full star-fullstar-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-full star-full Customization star-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full

Pros:

  • Native Salesforce integration
  • Machine learning capabilities
  • Predict outcomes and identify trends

Cons:

  • Clunky user interface
  • Limited mobile accessibility
  • Lack of search options

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.

Tableau CRM Cost

  • Viewer: $12 per user, per month
  • Explorer: $35 per user, per month
  • Creator: $70 per user, per month

Tableau CRM Key Features

  • Native Salesforce Integration: Unlike its competition, Tableau CRM features native integration with Salesforce.
  • Einstein Discovery: Tableau’s BI platform utilizes machine learning to actually improve its algorithms over the course of time.
  • Analytical Models: A streamlined model-building wizard makes short work of the largest datasets and archives.
  • Transparent AI: With an AI model built around transparency, Tableau CRM lets you verify data and double-check the system’s recommendations.
  • Online Resources: Learn how to better analyze and apply your data by accessing Tableau CRM’s trove of online blog posts, whitepapers, and tutorials.

Tableau CRM Analytical CRM

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Zendesk Sell: Best for Helpdesk Analytics

Zendesk Sell is an analytical CRM that integrates with their in-house helpdesk platform.

Price Range: $19 to $99 per month

Overall Rating star-fullstar-fullstar-full star-full Analytical Integration star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-fullstar-fullstar-full Pricing star-fullstar-fullstar-full star-full

Pros:

  • Advanced call analytics
  • Highly detailed reports and analyses
  • Set individual or team goals

Cons:

  • Limited support for sales pipelines
  • Speed could use improvement
  • No two-way third-party app integration

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.

Zendesk Sell Cost

  • Team: $19 per agent, per month, maximum 3 paid users
  • Professional: $49 per agent, per month
  • Enterprise: $99 per agent, per month

Zendesk Sell Key Features

  • Advanced Call Analytics: View metrics like average call length to better understand how they affect your sales pipeline.
  • Individual and Team-Based Goals: Set individual and/or team-based goals and easily analyze the progress of your entire team.
  • Activity Reports: View detailed analytics regarding overall activity volume and compare that data amongst internal teams and sales representatives.
  • Sales Forecasting: Track metrics like overall revenue and deal volume attainment to see exactly how your team is doing.

Zendesk Sell Analytical CRM

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Capsule CRM: Best for Third-Party Integrations

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)

Overall Rating star-fullstar-fullstar-full star-full Analytical Integration star-fullstar-fullstar-fullstar-full Ease of Use star-fullstar-fullstar-full star-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-full star-fullstar-full Pricing star-fullstar-fullstar-full star-full

Pros:

  • 2,000+ third-party integrations
  • Two-factor authentication
  • Free for 2 users & 250 contacts

Cons:

  • Lacks native integrations
  • Lacks support for alerts / reminders
  • Not enough built-in features

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.

Capsule CRM Cost

  • Free version available for up to 2 users
  • Professional: $18 per user, per month
  • Teams: $36 per user, per month
  • Enterprise: $54 per user, per month
  • 30-day free trial available

Capsule CRM Key Features

  • Google Integrations: Capsule CRM is compatible with all of Google’s tools, including G Suite, Gmail, Google Contacts, Google Calendar, and Google Data Studio.
  • Marketing Integrations: Jumpstart your marketing efforts with MailChimp or Mad Mimi. Create quotes with Quotient, WebMerge, or NiftyQuoter.
  • Helpdesk Integrations: Add an integrated helpdesk environment via Zendesk, Enchant, SupportBee, or Help Scout.
  • Zapier Integrations: Zapier serves as a go-between when connecting Capsule CRM with other apps. Capsule CRM supports 2,000+ third-party integrations via Zapier.

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Prophet CRM: Best Solution for Outlook Users

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

Overall Rating star-fullstar-fullstar-full star-full Analytical Integration star-fullstar-fullstar-full star-full Ease of Use star-fullstar-fullstar-fullstar-fullstar-full Expert Score star-fullstar-fullstar-full star-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Customization star-fullstar-fullstar-full star-full Pricing star-fullstar-fullstar-full star-full

Pros:

  • Native integration with Microsoft Outlook
  • Export data to Microsoft Excel
  • Support for unlimited forms and records

Cons:

  • System slowness and instability
  • Lack of native Mac support
  • Minimal support for mobile devices

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.

Prophet CRM Cost

  • Contact Manager: $25 per user, per month
  • Team: $55 per user, per month
  • Enterprise: $75 per user, per month

Prophet CRM Key Features

  • Microsoft Compatibility: Not only was Prophet CRM built with native integration for Microsoft Outlook, but it’s also compatible with Microsoft Excel.
  • AI-Driven Analytics: Prophet CRM uses AI to process data, identify trends, and forecast future activities.
  • Email Tracking: Track your emails to determine if they’ve been opened. Use this information to better analyze the effectiveness of your email campaigns.
  • Data Sharing: Share critical data with teammates, customers, and vendors alike.
  • Training and Support: Prophet CRM makes it easy with a dedicated concierge for new accounts. You can also access helpful blog posts and online tutorials.

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Bottom Line: Best Analytical CRM Software

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.

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