Check out our independent editorial review of the best crm software for sales professionals, including use cases for each option.
Collaborative CRMs focus on cooperation, teamwork, and online sharing. Not only does customer data need to be shared amongst your entire team, but each member must be aware of each other’s movements and activities. The best collaborative CRMs achieve this while providing you with follow-up tools for lead nurturing, upselling, and more. In this article, we evaluated the top collaborative CRM options on the market today.
The top eight collaborative CRM solutions include:
Collaborative CRMs are a great tool for team-based environments where data or customer interactions are shared across the organization. Collaborative CRMs let you integrate activities between sales, marketing, and service while making it easy to create data, share information, and collaborate. For more information on how this type of CRM stacks up against the others, check out our guide on the four types of CRMs.
Teams that use collaborative CRMs often need team-related features, from simple team communications and real-time interactions to long-term project management. With that in mind, we gave the most consideration to collaborative features, followed by ease of use so the entire team can utilize it. We then looked at core CRM software features and also gave each option an expert score. Pricing, as well as customizability for specific teams, rounded out our evaluation.
Note: All per-user prices are based on an annual subscription unless otherwise noted.
Although Neon CRM took first place in several individual categories, our overall winner for the best collaborative CRM was Dynamics 365 Sales. In terms of usability, collaborative features, and public reputation, it’s hard to beat Microsoft’s entry. For more details on each entry, including how they scored in each category, continue reading the full article below.
Dynamics 365 Sales makes it easy for teams using Microsoft to transition over to a full-scale CRM solution.
Price Range: $65 to $162 per user, per month
For teams that are already used to Microsoft environments, Dynamics 365 Sales is the ideal launchpad to a full-scale CRM, with seamless integration. The platform uses AI to help your team find information faster via real-time context clues and recommendations and makes it possible for teammates to work on multiple projects without losing progress. Finally, Microsoft Teams, which is available for an added fee, further simplifies communication with teammates.
Insightly gives your teams the ability to take their CRM on the go as they attend meetings, seminars, and appointments.
Price Range: Free to $99 per user, per month
Insightly empowers your mobile teams with the features that are needed most by salespeople on the go. Scan physical business cards into digital contacts and leads, take notes through your smartphone, and make calls to potential leads — all without leaving the Insightly platform. Its low score in the pricing category is primarily a result of its $29 entry-level price, which is slightly higher than most of its competition; it’s still a great option in the field.
If your team already uses SAP software, or needs an ERP system for collaboration, this is the option for you.
Price Range: Call for quote
While SAP serves as a solid entry into enterprise resource planning (ERP), SAP Business One expands on that functionality with a full-scale CRM solution. Their collaborative CRM features support for cloud or on-premise installation, accommodating local or remote teams, while third-party apps add more support for sales, customer service, marketing, and collaboration. It’s ideal for those needing real-time interaction or social collaboration in the workplace.
Bolster the customer experience and let your teams engage in full customer lifecycle management with SugarCRM.
Price Range: $52 to $85 per user, per month (7-day free trial)
SugarCRM is a collaborative CRM that lets your teams gain deeper insight into the overall customer experience. It achieves this with their high-definition customer experience (HD-CX) tool, which lets teammates view their full history of chat, activities, and sales. With multiple service tiers available, SugarCRM makes it easy for marketing, sales, and service teams to collaborate on a daily basis.
This is the top solution for integrating CRM with Google Workspace apps.
Price Range: $25 to $119 per user, per month (14-day free trial)
Copper CRM was built specifically for teams operating in Google Workspace (formerly known as G Suite). This includes all of the software in Google’s line of business and productivity tools, including Gmail, Drive, Calendar, Contacts, Chat, Docs, and more. It automatically syncs contacts, updates records based on Gmail conversations, links files (via Google Drive) to individual accounts, and more.
With seamless integration for helpdesk teams, Zendesk Sell provides a full-scale CRM and support platform.
Price Range: $19 to $99 per user, per month (30-day free trial)
Designed specifically for helpdesk and sales teams, Zendesk Sell provides tools to attract leads, serve customers, and provide follow-up communications as needed. Easily track emails, messages, and activities in a centralized dashboard that is easily accessible by every member of your team. It’s available on both desktop and mobile platforms, so it’s great for remote teams focused on sales and customer service at any stage within the pipeline.
Bitrix24 provides a free service along with paid tiers that can accommodate teams of any size.
Price Range: Free to $159 per user, per month (30-day free trial)
If you’re part of a large sales team, or you plan on scaling in the future, Bitrix24 is the ideal solution. Unlike most of its competitors, Bitrix24’s free service supports an unlimited number of users — so your entire team has the chance to explore the solution before committing. Features like intranet communications, HR help desk support, and the ability to instantly turn emails into tasks really set this one apart from the others.
Neon CRM is a collaborative CRM that is meant specifically for nonprofit organizations and their internal teams.
Price Range: Call for quote
Neon CRM is custom-tailored to meet the needs of nonprofit organizations, including event and volunteer management, donor management, fundraising, marketing, and sales. If you currently lead a nonprofit team or are considering starting a nonprofit, help your teams work together with Neon CRM. While it scores particularly low in the pricing category, this is due to the fact that its cost is not publicly available. Interested teams should reach out for a quote.
Collaborative CRM solutions work best in team-oriented environments. Whether you’re empowering internal sales and marketing teams or building partnerships with vendors and stakeholders, the best collaborative CRMs give you all the tools needed to succeed. It doesn’t matter whether you want a conventional solution for the typical business model or you need a customized approach — there are plenty of worthy collaborative CRM solutions available.