8 Best Collaborative CRM Software for Sales Teams

Take a look at our deep dive into the best collaborative CRM software for sales teams, including the top options for specific use cases.

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:

  • Dynamics 365 Sales (Overall Winner): Best for Microsoft integration ($65 starting price)
  • Insightly: Best collaborative CRM for field salespeople (free starting price)
  • SAP Business One: Best collaborative CRM for SAP users (call for quote)
  • SugarCRM: Best for full customer lifecycle management ($52 starting price)
  • Copper CRM: Best for Google Workspace (G Suite) users ($25 starting price)
  • Zendesk Sell: Best collaborative CRM for sales and service ($19 starting price)
  • Bitrix24: Best free version supporting unlimited users (free starting price)
  • Neon CRM: Best collaborative CRM for nonprofit teams (call for quote)

What Is a Collaborative CRM?

 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.

How We Evaluated the Best Collaborative CRM Software

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.

Evaluation Criteria

Our evaluation scrutinized some of the biggest and most popular collaborative CRMs according to six distinct metrics. Subcriteria included in each metric added up to a total score for each CRM.

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

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: Best for Microsoft Integration

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

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

Pros:

  • Integration with Office 365
  • Good third-party integrations
  • Highly customizable interface

Cons:

  • Only for experienced users
  • Reporting is limited without add-ons
  • Technical issues & bugs reported

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.

Dynamics 365 Sales Pricing

  • Sales Professional: $65 per user, per month
  • Sales Enterprise: $95 per user, per month
  • Sales Premium: $135 per user, per month
  • Microsoft Relationship Sales: $162 per user, per month

Dynamics 365 Sales Key Features

  • Microsoft Teams: Available for an additional fee of $5.00 per feature, Microsoft Teams offers video calling, voice chat, instant messaging, and more.
  • Case and Task Management: Teams can easily switch between multiple open cases and tasks without having to worry about losing data.
  • Customer Summary: The Customer Summary section lets your teams initiate new messages, read past notes, or create alerts and reminders for their teammates.
  • Familiar Interface: Because it was designed by developers with Microsoft, Dynamics 365 Sales provides a user interface that is already familiar to your entire team.

Visit Dynamics 365 Sales

Insightly: Best Option for Field Salespeople

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

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

Pros:

  • Easily share data with teammates
  • Highly customizable reports
  • Exceptional customer support

Cons:

  • Limited email functionality
  • UI is difficult to navigate
  • Steep learning curve

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.

Insightly Pricing

  • Free Version: Supports two users
  • Plus: $29 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month

Insightly Key Features

  • Scan Business Cards: Scan and digitize business cards for future collaborations or for capturing leads on the go.
  • Lead Routing: Automatically analyze incoming leads and direct them to the right member of your team.
  • Customer Linking: Make it easy for your team to view documents, notes, and other records by linking them directly with individual customer profiles. 
  • Take Digital Notes: Record notes directly from your smartphone and review them once you get back to the office.
  • Online and Mobile Security: Your team will benefit from next-gen security like two-factor authentication (2FA), data encryption, and a single sign-on (SSO).

Visit Insightly

SAP Business One: Best for SAP Users

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

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

Pros:

  • Reports are highly customizable
  • Globally search for important data
  • Advanced inventory management

Cons:

  • Frequent bugs, glitches and errors
  • Lack of automation macros
  • No free trial or public pricing

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.

SAP Business One Pricing

  • Call for Quote

SAP Business One Key Features

  • Team Accountability: Since each team member’s name is attached to their actions, you can easily monitor activities and hold individuals accountable.
  • Cloud or On-Premise Hosting: Whether you work with local or remote teammates, SAP Business One can be launched from the ideal environment.
  • Mobile and Desktop Accessibility: Local users with their own workstations can use the desktop app, while mobile teams can access SAP Business One on their smartphones.
  • Dashboard Designer: Use the Dashboard Designer to create a customized dashboard that contains all of the information your teams need.
  • Third-Party Integrations: SAP Business One is compatible with many third-party apps, including Outlook to support Microsoft users, payroll software, onboarding, and more.

Visit Sap Business One

SugarCRM: Best for Full Customer Lifecycle Management

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)

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

Pros:

  • View every customer interaction
  • Fast and responsive performance
  • Highly intuitive user interface

Cons:

  • More expensive than most options
  • Entry-level pricing requires 10 users
  • Importing data can be tricky

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.

SugarCRM Pricing

  • Professional: $52 per user, per month
  • Sell: $80 per user, per month
  • Serve: $80 per user, per month
  • Enterprise: $85 per user, per month
  • Free Trial: 7 days

SugarCRM Key Features

  • Coordinate Customer-Facing Processes: Use SugarCRM’s centralized dashboard to coordinate and synchronize all customer-facing teams and processes in your company.
  • HD-CX: SugarCRM’s high-definition customer experience provides comprehensive insight into each customer’s entire history with your company.
  • Automatic Email Archival: SugarCRM automatically archives emails for easy access by every member on your team.
  • Built on AWS Cloud: Instead of using a proprietary cloud platform, SugarCRM gives your team the added advantage of using a familiar, secure, and efficient cloud service.

Visit SugarCRM

Copper CRM: Best for Google Workspace Users

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)

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

Pros:

  • Native integration with Google
  • Centralized access for your team
  • Scale up as your team grows

Cons:

  • Features are limited beyond G Suite
  • Limited workflow automations
  • Slow customer service

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.

Copper CRM Pricing

  • Basic: $25 per user, per month
  • Professional: $59 per user, per month
  • Business: $119 per user, per month
  • Free Trial: 14 days

Copper CRM Key Features

  • Google Integration: Native integration with the entire line of Google software. This includes Gmail, Drive, Docs, Calendar, and more, for centralized team access.
  • File Association: Store your team’s files on Google Drive and then associate these files with specific accounts or deals in your pipeline.
  • Automatically Update Records: Copper CRM automatically updates customer records based on your team’s interactions and conversations within Gmail.
  • Third-Party App Integration: Connect with Zapier to add support for 2,000+ third-party apps and let your team choose their favorites.
  • Automatic Reminders: Copper sends out automatic reminders and notifications to alert your entire team of upcoming events and activities.

Visit Copper CRM

Zendesk Sell: Best Option for Sales & Service

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)

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

Pros:

  • Simple and straightforward UI
  • Supports unlimited paid users
  • Plenty of third-party app support

Cons:

  • Frequent glitches and bugs
  • Email updates tend to lag
  • Mobile lacks some key functionality

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.

Zendesk Sell Pricing

  • Team: $19 per user, per month
  • Professional: $49 per user, per month
  • Enterprise: $99 per user, per month
  • Free Trial: 30 days

Zendesk Sell Key Features

  • Multi-Platform Compatibility: Remote team members will benefit from the ability to use their preferred platform — either browser or mobile — when using Zendesk Sell.
  • Centralized Messaging: Send and receive emails or messages directly from Zendesk Sell’s centralized dashboard to eliminate team confusion and redundancy.
  • Support Multiple Pipelines: Zendesk Sell’s highest pricing tier lets you manage two pipelines, so individual teammates can focus on separate goals.
  • Advanced Permissions: Set advanced permissions to further define teams and groups within your business structure.

Zendesk Sell Collaborative CRM

Visit Zendesk Sell

Bitrix24: Best Free Version for Unlimited Users

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)

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

Pros:

  • Easily chat with teammates
  • Free version has unlimited users
  • Upgrade to paid tiers as you grow

Cons:

  • Hard to schedule automated notifications
  • Not necessarily for novice users
  • Lack of third-party integrations

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.

Bitrix24 Pricing

  • Bitrix24 Free-for-Life: Support for unlimited users
  • Basic: $39 per user, per month; 5-seat max
  • Standard: $79 per user, per month; 50-seat max
  • Professional: $159 per user, per month
  • Free Trial: 30 days

Bitrix24 Key Features

  • Support Unlimited Teams: Bitrix24’s free version supports unlimited users, as does the Professional pricing tier. Additional tiers let you scale as your team grows.
  • Intranet Communications: Establish a secure, reliable, and efficient internal network for your teammates to communicate on a day-to-day basis.
  • HR Helpdesk Support: Create a helpdesk environment specifically for your HR team, all without leaving the Bitrix24 platform.
  • Convert Emails Into Tasks: Automatically convert emails into tasks, complete with team-based notifications and alerts.
  • Access Permissions: Grant or restrict access to certain tools according to teams or individuals by setting various permissions.

Visit Bitrix24

Neon CRM: Best Option for Nonprofit Teams

Neon CRM is a collaborative CRM that is meant specifically for nonprofit organizations and their internal teams.

Price Range: Call for quote

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

Pros:

  • Customizable reports & dashboards
  • User-friendly interface
  • Web-based accessibility

Cons:

  • No team registration for events
  • Missing shortcuts for data entry
  • Customer service is spotty

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.

Neon CRM Pricing

  • Call for Quote

Neon CRM Key Features

  • Event and Volunteer Management: Drive collaboration by managing events and volunteers in one convenient location.
  • Fundraising Management: Oversee fundraising campaigns and collaboration with donors and partners alike.
  • Export and Share Data: Easily export donor information and share it amongst sales and marketing teammates.
  • Donor Management: Track all of your donors from a centralized dashboard. Teammates can add customized fields to track any necessary information.
  • Attendee Tracking: Monitor event attendees and automatically sync that information with your CRM database.

Neon CRM Collaborative CRM

Visit Neon CRM

Bottom Line: Best Collaborative CRM Software

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.

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