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Social media CRMs are sales and marketing tools that help you generate and nurture leads via social media sites like Facebook, LinkedIn, and Twitter. The top social CRMs provide core CRM functions and also help you manage your paid and organic social media activity, allowing you to engage with social media leads and add relevant prospects to your sales pipeline for further lead nurturing. To help you choose the right option, we reviewed the best social CRMs on the market.
Here are the top seven social media CRMs for sales and marketing:
While several options scored highly in one category or another, we found that Zoho CRM is the best social CRM, ranking first in core features and customization. Most of our highest-scoring options are general CRMs, but three social media management tools made our list as well. Continue reading to check out each option's use case, pricing, and key features, or skip ahead to see our scoring logic.
Note: All per-user prices are with a one-year commitment unless noted otherwise.
The best social CRMs offer a mix of sales pipeline and social media management tools, including:
The best social CRMs allow you to post updates from within the platform across all the major social networks. You can schedule posts several months in advance using a social calendar, as well as create recurring posting schedules for automated social media interactions.
Social whispering, also known as social monitoring, allows you to monitor top social media accounts and specific keywords related to your businesses. This helps you keep track of competitors' and top prospects' social activity, including things like brand mentions and macro trends, which you can include in your social strategy.
Tracking social media data via reports can help you assess your social media performance. Top social CRMs also include social profile enrichment, which integrates information from lead social profiles into your CRM records.
Many social CRMs let you track, manage, and respond to conversations and social messages directly from the CRM. This allows you to tie social conversations to contact records, allowing for a more robust chat history. Some CRMs even aggregate conversations into a single inbox so you can follow up more efficiently.
Some social media CRMs offer native paid advertising management or robust integrations with your existing ad tools. You should be able to create, publish, and track social media advertising campaigns as well as create lookalike audiences with CRM data.
To determine the best social media CRM software, we broke down our evaluation into six weighted categories, assigning each potential option a score in every category. From there, we tallied all the weighted categories to give each product an overall score out of five. The top seven scoring social CRMs made our list, along with a primary use case for each. Check out our evaluation criteria below:
Social CRMs are a type of sales and marketing CRM software specializing in social media integrations and native social media features, while traditional CRMs focus mainly on managing customer data, workflows, and pipelines for leads and prospects. In addition to core CRM functions, social CRMs offer features that help with social media lead generation and management, including social posting, social listening, social selling, and ad management.
Most social CRMs offer social media features for both inbound and outbound lead generation, allowing you to focus on sourcing and acquiring high-quality leads. You can also track what people say about your brand online via social monitoring, which helps in resolving issues and spotting trends for future social media or brand initiatives. Sales and marketing teams can also interact and work more efficiently to generate and nurture leads through deal closure.
Social CRMs allow brands to capture customer data from social media profiles and real-time interaction, which gives you a better sense of existing customers as well as potential prospects. You can message customers directly or reply to their comments without leaving your CRM, and reach new audiences via organic and paid content. Publishing meaningful posts regularly also improves your brand identity and increases your website’s traffic.
From live chat to interactive forms, advertisements, and everything in between, the most successful salespeople and marketers know how to utilize social CRMs to their fullest extent. However, with so many different CRMs available, it can be tough to find the one that’s right for you. By narrowing down your choices, you can easily refine your search and find the best social CRM for you. If you’re looking for a general CRM instead, read our list of the best CRMs for salespeople.