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Collaborative CRMs are software that help multiple departments at your company easily organize and share lead and customer data through specialized communication and collaboration features. The top collaborative CRMs offer tools for communication and document management as well as centralized data, activity tracking, and cross-platform compatibility. To help you choose the best CRM for you, we've evaluated quality options and their use cases:
The top six collaborative CRM solutions include:
Our overall winner for the best collaborative CRM was Zoho CRM, which took first place in the Collaborative Features category and also tied for first in the Expert Score and Pricing categories. However, all options on our list are quality CRMs; for details on each, including their pricing structure and key features, continue reading the full article below, including our scoring logic.
Note: All per-user prices are based on an annual subscription unless otherwise noted.
The key features below are included in the top collaborative CRMs:
By making customer data and deal statuses readily available for all employees to view and keep updated, your company can come off as highly organized to your leads and clients and communicate with them effectively.
When you log calls, emails, and other interactions with leads and current customers, it's easier for your coworkers to take over and understand what their experience has been so far, then seamlessly continue their interaction or journey.
Tools such as one-on-one chat, direct mentions or tags, or a company-wide network provide ways for your team to quickly message each other and streamline all communication.
Tools to help you create and file key documents can help your team edit and share proposals, contracts, invoices, and anything else that multiple employees in the company would benefit from accessing.
Because many sales reps are often on the road, having a CRM that can be accessed from desktop, mobile, or tablet is crucial so everyone can collaborate in real time.
In our evaluation, we used six key criteria consisting of more specific subcriteria to review some of the biggest and most popular collaborative CRM software. After assigning a score out of five for each criteria, we added up the total scores to determine an overall winner. The CRMs that scored the highest made our list, then we used our research to assign a primary use case to each according to what it does best.
Whether you’re empowering internal sales and marketing teams or building partnerships with vendors and stakeholders, the best collaborative CRMs give you tools to communicate and share key info. There are plenty of worthy CRMs available that offer conventional solutions for the typical business model or customized approaches for industry-specific companies. For more on how collaborative CRMs stack up against other types, check out our guide on the four types of CRMs.