Learn about the best CRM for law firms, plus the primary use case of each top law firm CRM option, in our independent editorial review.
Operational CRMs are focused on streamlining day-to-day business operations across sales, marketing, and customer service. They do this in a variety of ways, including automation; collaboration; lead nurturing; and general communications with staff, external partners, and customers alike. To help you choose the right one for you, we reviewed a range of CRM options to determine which ones rate the best for total business operations management.
The top eight operational CRM solutions include:
Operational CRM software helps manage daily sales, marketing, service, and back-office activities through automation and operations-specific features. Most operational CRMs are focused on the sales and marketing processes, but some like QuickBooks CRMs even help with invoicing and basic accounting. To see how this CRM type stacks up against the rest, check out our ultimate guide on the four main types of CRMs.
Our evaluation began specifically with operational CRM capabilities, including sales, marketing, and general customer service. Ease of use came next, as it’s important to have software that is easy to navigate. Standard CRM features followed that, as many of these are universal, and expert score, pricing, and customization wrapped up our evaluation.
Note: All per-user prices are based on an annual subscription unless otherwise noted.
Overall, Agile CRM and Zoho CRM comprise the best of our top options. These options provide the perfect blend of standard functionality with features that are specific to operational CRMs. For an even deeper analysis, read our case-by-case evaluations below.
Operational CRMs take it one step further than barebones CRM software by focusing on tasks and activities that drive day-to-day operations. Business processes like sales, marketing, and customer support are all fundamental aspects of operations, but it’s important to find a solution that meets your specific needs. Whether that’s integrating with social media, transitioning your business to the cloud, or anything in between, there’s a package that’s right for you.