16 Best CRM Software in India for 2024

Businesses must put relationships over results, which isn’t to say results don’t matter. They do. But do you know what drives those results? 

People. 

Managing customer relationships can be complex when digital media channels and open markets blur the boundaries across countries. But optimizing your effort with customer relationship management (CRM) software is a good start. 

CRM software solutions integrate all customer-related functions like sales automation, email marketing, and e-commerce tools into one platform, making it an essential part of your global sales process and leaving no customer behind. It’s the ultimate tool for Indian businesses to track, manage, and record interactions with customers and prospects.

With CRM tools, businesses maintain a live record of customer information showcasing their data, history, preferences, and transactions. If you struggle to find meaning in a data dump, you can get actionable insights with CRM software by analyzing trends to improve customer experience. It can also help make revenue predictions so you get the competitive edge to navigate the dynamic Indian market.

You can look at key performance indicators  (KPIs) with CRM, including customer acquisition costs, returns on investment (ROIs), length of sales cycles, and effectiveness of marketing campaigns. 

Ultimately, fully integrated CRM software empowers businesses to push more sales, build ideal customer profiles, and maximize customer satisfaction by resolving issues faster. 

Ready to nurture your customer relationships and earn brand loyalty? Check out our list of the best CRM software in India for 2024 to find the right fit for your business.

G2’s Spring 2024 India Regional Grid® Report

1. Salesforce Sales Cloud

Make smarter, data-driven decisions that accelerate growth with Salesforce Sales Cloud. This CRM software uses data and real-time intelligence to generate higher revenue for businesses of all sizes. It supports a mobile interface for productivity and virtual workflows for easy process automation.

Highest-rated features

Sell smarter and manage your buyer’s journey on one platform with the best features.

• User, role, and access management
• Dashboards
• Lead management

What users like best:

“Customizable dashboards by user role are one of my favorites. I also love the ability to create subscribed reports that go out to stakeholders on a cadence. A huge plus is the number of integrated tools.”

- Salesforce Sales Cloud Review, Steven T.

What users dislike:

“The new Salesforce Lightning version has so many click-throughs and is generally slower. It takes a lot of time to hover over links to reveal key data items you need to see, or worse, having to open multiple browser tabs to see more detailed account/opportunity information. There's so much data they are trying to show or link to on a page. Still, I find that most important data is buried or hidden behind ‘view more/all’ links or shown in the hover-over pop-up windows, so I constantly have to dig deeper to find what I need and often get lost in dozens of browser tabs.”

- Salesforce Sales Cloud Review, Ted G.

2. HubSpot Sales Hub

Empower your sales reps to work at maximum efficiency using HubSpot Sales Hub. This connected sales platform enhances the sales process and reduces bottlenecks by aligning all data and tools. Sell better and grow faster using sales engagement tools, configure-price-quote functionality, reporting, and robust analytics.

Highest-rated features

With integration support for thousands of tools, HubSpot CRM features also include:

• Email marketing
• Lead management
• User, role, and access management

What users like best:

“HubSpot Sales Hub is a great tool for streamlining and organizing the sales process. It’s user-friendly and offers a wide range of features, including email tracking, call logging, and lead management. The integration with other HubSpot tools, such as Marketing and Service Hub, allows for seamless communication and data transfer between teams. The reporting and analytics capabilities are also very helpful for checking sales performance. Overall, I highly recommend Sales Hub for any sales team looking to improve efficiency and effectiveness.”

- HubSpot Sales Hub Review, Aivaras B. 

What users dislike:

“I wish you could organize the static lists better. When referring to leads in a list, you cannot click ‘next’ within the list to go to the next lead. You have to go back to the main list page and click on a different contact when it would be much more ideal if you didn't have to keep going back.”

- HubSpot Sales Hub Review, Cole L.

3. Zoho CRM

With powerful automation and extensive analytics, Zoho CRM brings out the best in your sales team to increase customer loyalty. This software solution is perfect for small businesses and enterprises that want to maximize productivity and deliver personalized solutions with predictive intelligence. 

Highest-rated features

Become insights-driven with this easy-to-use, yet modern CRM software solution with key features like:

• User, role, and access management
• Workflow capability
• Task/activity management

What users like best:

“Zoho CRM is the best software for keeping your sales prospects on track. It's a one-stop platform for all your sales prospect leads, and it gives all the relevant information on how your campaigns performed with your prospects. It also helps you keep your prospect's data as a data repository. It's a powerful reporting tool.”

- Zoho CRM Review, Kanika M. 

What users dislike:

“Zoho CRM has a steep learning curve. It can overwhelm new users due to its extensive features and customization options. Also, while it offers basic reporting and analytics, it may not be enough for businesses that require more in-depth reporting capabilities.”

- Zoho CRM Review, Shankar S.

4. Kylas Sales CRM

Deliver the highest level of engagement throughout a customer’s lifecycle with Kylas Sales CRM. With pipeline management, track your team’s progress throughout the buying process and never lose another sale. You can also manage customer information easily on one platform and save time by automating small tasks and tracking your leads effectively. 

Highest-rated features

Integrate easily with your favorite apps and create a smarter customer experience with these fresh features

• Support analytics
• User, role, and access management
• Customer support portal

What users like best:

“The best thing about Kylas is that it works like a sturdy 4x4, ready to take on any terrain. Just throw any integration in its way, and Kylas will blend with it like anything. The support team is to be given all the credit for the seamless onboarding and after-operations.”

- Kylas Sales CRM Review, Mudit S. 

What users dislike:

“Some more fields are required in the pick section, and sometimes the process is slow whenever we add or reload the status of the lead and need calling support as well. The data import feature also needs to be improved.”

- Kylas Sales CRM Review, Tushar C.

5. SAP Sales Cloud

Manage contact information securely and provide a smoother experience with SAP Sales Cloud. Get AI-fueled insights and understand your customers’ preferences better. Build customer profiles and scale your business with end-to-end solutions that provide visibility into your clients’ journeys. 

Highest-rated features

SAP Sales Cloud solutions provide many unique features to support your business needs.

• Case management
• Social collaboration features
• Partner relationship management (PRM)

What users like best:

“The best thing I like the most about this product is its flexible, on-premise, and cloud-based deployment. SAP CRM is designed to integrate various SAP solutions like SAP enterprise resource management and other third-party integration. SAP CRM makes the relationship with the customer extensive and has functionality like insurance and banking.”

- SAP Sales Cloud Review, Sumit S. 

What users dislike:

“Program is not user-friendly and you have to perform many steps to do simple tasks. A lot of the verification steps and data input steps could be eliminated. For a non-technical software user, the program could be very intimidating.”

- SAP Sales Cloud Review, Greg D.

6. Floww.ai

Improve your sales process and increase revenue with Floww.ai. This AI-powered software stands out for its focus on sales enablement and execution. It shortens the sales cycle by automating mundane tasks and personalizing customer engagement. 

Highest-rated features

Get Floww.ai for your team and take advantage of smart features like:

• Dashboards
• Lead management
• Opportunity & pipeline management

What users like best:

"Our experience with floww.AI has been nothing short of exceptional. The user-friendly interface makes it incredibly easy to navigate, and while it is seamless implementation has significantly enhanced our workflow in this sales department, it has an extensive set of features that go beyond basics. The ease of integration has been a game-changer; minimizing downtime and ensuring a smooth transition into our daily operations has proven to be an invaluable asset, combining ease of use with the rich feature set. Our team is more efficient, and collaboration has reached new heights. If you are looking for a software solution that seamlessly integrates into your sales processes, flow is undoubtedly worth considering. it makes me use it frequently, and customer support was also very fine.

- Floww.ai Review, Lahari B.

What users dislike:

“With limited experience, I believe, for users who require highly customized and sophisticated data flows, integrating advanced features or intricate logic might demand a deeper understanding of the platform's capabilities. This complexity can be intimidating for those new to this AI or without a strong technical background."

- Floww.ai Review, Paritosh M.

7. LeadSquared Sales + Mobile CRM

Take advantage of intelligent automation through software-as-a-service platforms like LeadSquared Sales + Mobile CRM. Create customizable reports and flexible workflows to track and manage leads across the sales funnel. Enhance how you sell by smartly distributing leads with integrated end-to-end sales and marketing solutions. 

Highest-rated features

Use this CRM tool to close deals faster and manage sales activities effortlessly with efficient features:

• Lead management
• Opportunity & pipeline management
• Performance and Reliability

What users like best:

“By using the advanced filters that LeadSquared has, accessing client information and their behavior is really simple. Real-time monitoring also makes things more alluring. Also fantastic are quick filters. The best feature is that managing the leads is quite simple, including lead stages, activity adding, and task management. You can also track down daily information regarding your work. Integrating this CRM with IVR tools is incredibly simple.”

- LeadSquared Sales + Mobile CRM Review, Shivani J. 

What users dislike:

“The mobile application is a little hard to use and navigate for new users. It can be a bit daunting compared to Hubspot or Zoho. Custom filters are also missing right now.”

- LeadSquared Sales + Mobile CRM Review, Parth S.

8. Close

Close helps small and mid-sized businesses close more deals. It offers a user-friendly interface, lead scoring, built-in email and calling, and integrations with popular business apps. Close CRM is particularly well-suited for businesses in India because of its affordability and its focus on simplicity and ease of use.

Highest-rated features

Get this CRM system to support your business needs with special features like:

• Lead management
• Dashboards
• Customer support portal

What users like best:

“It's the ease of use and having the most important data at a glance. The logical layout of the overview. Very good assistance, such as when creating templates.

In our call center, we use Close as a CRM for multiple clients. We spend hours daily with this simple system. New employees can start working with Close within minutes. If something doesn't work or a feature is missing, the support team is very helpful and quick to assist. Useful suggestions are implemented promptly. Adding new customers is very quick and requires no extensive background knowledge. This is due to the logical structure of the CRM."

- Close Review, Stephan U.

What users dislike:

“I would really like the ability to use my Close number to send as an iMessage. Nearly all of our clients have iPhones, and sending green texts looks bad and makes people think you're not texting a real person. And that person-to-person connection with our clients is super important.

Also, I'd really like more functionality on triggers for workflows. It seems pretty basic, and a lot of what we're trying to automate can't be done only in Close with the current native triggers. We have to integrate other services to get it to do what we want."

- Close Review, Nate E.

9. Efficy CRM

Efficy CRM is a powerful and scalable solution designed for businesses of all sizes, from startups to large enterprises. It offers a comprehensive suite of features to manage your sales, marketing, and customer service operations. Efficy is a strong contender in the Indian CRM market due to its:

Highest-rated features

Make customer interactions more meaningful by improving sales activities with top features like: 

• Opportunity & pipeline management
• Performance and reliability
• Lead management

What users like best:

“The interface is the main feature of any application, and Efficy sure does stand out in it. It's interactive and gives the feel of a video game with great graphics. It is easily accessible and can be accessed through mobile and tablet devices, which makes it available on the go and at any time. The data analysis of customers is efficient, making it a great CRM. It surely creates great relationships with customers."

- Efficy CRM Review, Kritabh K.

What users dislike:

“One thing where Efficy can improve is providing upfront comprehensive training to minimize support requests. But, the support service was really helpful in sorting things out and enabled easy installation and integration with other tools."

- Efficy CRM Review, Rupak J.

10. CrmOne

With email integration and workflow automation, CrmOne strengthens customer relationships and makes collaboration easy for sales teams. Dashboards efficiently analyze customer data and gain unique insights that support business growth. The CRM tool also automates the sales pipeline to prioritize the right task at the right time. 

Highest-rated features

Manage and use customer information more effectively with CrmOne features.

• Contact & account management
• Social network integration
• User, role, and access management

What users like best:

“I've been using CrmOne for a few months and really like its bulk operation feature. It's amazing for my sales and marketing work. I can quickly manage and update lots of contacts at once, which saves a lot of time. I can send many emails, update contact info, or handle deals all at once, easily. This feature has made my work more efficient; it allows me to spend more time on important tasks and less on boring tasks. I highly recommend CrmOne to any business that wants to make its customer relationship better."

- CrmOne Review, Shruti M.

What users dislike:

"The only thing CrmOne fails to deliver is a well-documented guidance covering multiple use cases. I would personally say it would be best if there were a forum where people could discuss issues and find solutions. Also, since multiple support options are only available to paid users, I believe this could hinder the conversion rates as support is something that should be made free of cost."

- CrmOne Review, Pranav U.

11. EngageBay All-in-One Suite

EngageBay All-in-One Suite is a comprehensive marketing, sales, and customer service platform designed to empower businesses of all sizes, particularly those in India seeking an affordable and user-friendly solution. It's designed to make sales team members across industries more efficient and productive.

Highest-rated features:

Get customer and market insights to become more data-driven and use powerful features like:

• Partner relationship management (PRM)
• Workflow capability
• Customer support portal

What users like best:

"When I started working for my current firm two years ago, I made use of Engage Bay for the first time. In the past, I used HubSpot and Salesforce. I had anticipated that switching to Engage Bay would be difficult, but it was actually rather simple. The platform is incredibly user-friendly, feature-rich, and intuitive. The best part about Engage Bay, in my opinion, is how simple it is to use. You will adore Engage Bay whether you are a seasoned user from another platform or a first-time user. The Support staff is equally amazing. Over the past five years, I've asked Charles a few inquiries, and he's always responded very quickly."

- EngageBay All-in-One Suite Review, Birendra K.

What users dislike:

“I find the reporting features a bit limited compared to other CRM solutions. While it covers all the basics, advanced data analysis requires some workarounds, which can be a bit cumbersome at times."

- EngageBay All-in-One Suite Review, Clint T.

12. Oracle EBS CRM

Oracle EBS CRM stands for Oracle E-Business Suite, which offers robust customer experience solutions embedded within. It caters to large and mid-sized enterprises in India that seek a deeply integrated CRM system with robust functionalities and data security.

Highest-rated features

Increase team productivity and boost your conversion rates by leveraging these pivotal features:

• Knowledge base
• Document & content management
• User, role, and access management

What users like best:

“The most valuable aspect was its comprehensive sales management suite. From streamlined lead and opportunity tracking to detailed customer interaction records, it kept me organized and focused on closing deals. Overall, Oracle EBS CRM's robust functionalities, strong integrations, and data-driven approach helped me excel as a sales officer.

- Oracle EBS CRM Review, Ujwal S.

What users dislike:

"As is the case with Oracle products, customization is quite difficult, and it is not easy to get out of the out-of-the-box solution. It would be helpful if it could be customized in a more flexible structure without using Java and HTML."

- Oracle EBS CRM Review, Nishant S.

13. ClickUp

With email integration, data visualization, and workflow automation, ClickUp strengthens customer relationships and makes collaboration easy for sales teams. Dashboards give you an efficient way to analyze customer data and gain unique insights that support growth in your business. The CRM tool also automates the sales pipeline to prioritize the right task at the right time. 

Highest-rated features

Manage and use customer information more effectively with ClickUp CRM features.

• Reporting
• Workflow capability
• Task/activity management

What users like best:

“I love the ClickUp help desk template. I have adapted this to my consulting business. I can now track and record job information in one place and link emails and documents in an easy-to-find location. I am also automating some business processes so that Clickup can send requests to clients for information on regular time frames without me remembering to do it.”

- ClickUp Review, Kirk H. 

What users dislike:

“Lots of flexibility can confuse new users on how best to do something. Some features and integrations are almost perfect but sometimes lack a few things to make them work perfectly, requiring some workarounds. For example, there are limitations on what triggers and actions can be automated, and we can't tie ClickUp users directly to Slack users for tighter notifications. Sometimes seeing updated data requires a page reload and can be annoying.”

- ClickUp Review, Cody A.

14. Bigin by Zoho CRM

Start managing your customer relationships better in under 30 minutes with Bigin by Zoho CRM. This CRM system consolidates all customer-facing business operations into one platform through pipelines. It supports a mobile interface to keep you connected on the go and automates repetitive tasks to enhance your team's overall productivity. 

Highest-rated features

Take advantage of the most essential CRM features from Bigin, such as:

• Opportunity and pipeline management
• Dashboards
• User, role, and access management

What users like best:

“Bigin CRM is a plug-and-play CRM utility for small business entities. It's easier to implement and customize wherever required. For beginners who are not sure how to put CRM to use and exploit its wings- this is a perfect step to learn and put to use.”

- Bigin by Zoho CRM Review, Ratni F. 

What users dislike:

“Browser Notifications are missing. The email templates can improve slightly, and the default system notifications can´t be modified. Dashboards do not have a PDF export option. Can´t determine incoming IMAP messages dates; it just grabs everything that the Inbox connected has.”

- Bigin by Zoho CRM Review, Mario U.

15. Bixpand

Bixpand CRM is a cloud-based CRM solution designed to simplify sales automation for businesses of all sizes in India. It focuses on core functionalities to streamline your sales pipeline and boost lead conversion rates.

Top features

Bixpand offers some distinctive features for customer relationship management, including:

• Case management
• Marketing ROI analytics
• Email marketing

What users like best:

“What I like best about Bixpand is the ability to get rid of many other SaaS tools, such as email verification, phone verification, email drip campaigns, and mass text messaging tools because Bixpand offers all of those services plus many more."

- Bixpand Review, Aaron C.

What users dislike:

“While Bixpand is generally user-friendly, seeing more in-depth analytics for social media campaigns directly on the platform would be great. This could provide more insights for strategic planning."

- Bixpand Review, Starcie H.

16. monday sales CRM

monday sales CRM is a user-friendly and customizable CRM solution designed to streamline your sales pipeline management. Its focus on a visual interface, high level of customization, and mobile accessibility make it a strong option, especially for businesses already invested in the monday.com ecosystem.

Highest-rated features

Experience more deal closures and gain deep insights by utilizing these leading features:

• User, role, and access management
• Customization
• Data import & export tools

What users like best:

“Monday.com is a versatile and efficient CRM platform that greatly enhances team collaboration and account management. Its intuitive interface and customizable features empower team members to organize and track client interactions seamlessly. With robust task management, communication tools, and integration capabilities, Monday.com streamlines workflows, making it a valuable asset for optimizing efficiency in managing accounts. Overall, it stands out as a user-friendly and effective CRM solution for teams striving to enhance their collaborative efforts and client relationship management."

- monday sales CRM Review, Noam G.

What users dislike:

"I hate that there is not an undo button, so if you accidentally remove data or change the wrong line item, it is difficult to get the old information back. My company utilizes mirror columns and connected boards a good bit; I wish that Monday would work on updates for that process to simplify how you make everything connect and work through multiple boards."

- monday sales CRM Review, Jody O.

How to choose the best CRM software for your business

Customer relationship management software was initially developed to assist businesses as a contact management system. Over the years, CRM has evolved into a powerful all-in-one sales tool providing much more functionality. 

CRM software is commonly used with enterprise resource planning, marketing automation software, and business intelligence tools. Common things to consider when making a purchase decision include a price that serves your business plan and a set of features that can solve problems you face daily. 

1. Create a list of business requirements

Every business is unique in terms of why they need CRM. You must understand your essentials to discover the software best suits your business model. 

Are you facing difficulty finding customer data? Is there a poor communication system? Is it hard to retain customers? Finding the answers to these questions will help you figure out what you need and narrow down the CRM of your choice.

2. Check the types of CRM

It’s essential to know your options before making a purchase decision. You have three types of CRM to choose from: operational, analytical, and collaborative. 

• Operational CRM is perfect for sales, marketing, and customer service solutions. As an all-rounder, it saves time by automating your processes and improves customer retention while increasing the number of leads entering your sales funnel.
• Analytical CRM stores and evaluates customer data to give insights into how prospects interact. This enables businesses to examine their marketing and sales strategies and make modifications if necessary. 
• Collaborative CRM is perfect for large businesses with a sizable client base. It focuses on improving customer relationships and communication between multiple departments. This is a great solution for increasing customer data transparency and team interactions. 

3. Conduct product demo

Never purchase without conducting a demo of your potential software. It's a great way to understand whether the tool will make a difference in your daily workflow. Most vendors provide a free product demo, so make sure to explore all the features before finalizing your decision. 

Determine whether the software will improve your existing business processes by making them faster and more efficient. Analyze its adaptability and ease of access to critical information. 

4. Consult the right people

Purchasing any software for your business is a big and expensive decision. Involve the right stakeholders when buying new CRM software. Your selection team must include the chief revenue officer (CRO) and managers from the sales, customer success, and marketing teams.

Best CRM software in India: Frequently asked questions

Q. Why do Indian businesses need CRM software?

A. CRM software helps businesses track clients and prospects throughout their journey from pre-sales to after-sales. Since operating in a changing landscape is inherently unpredictable, CRM software collects vital market and customer data, helping Indian businesses stay competitive and forecast their sales and revenue generation.

Q. Which is the best CRM software for small business in India?

A. As per G2’s Spring 2024 India Regional Grid® Report, the best CRM software for small business in India is Bigin by Zoho. Bigin hosts a unique range of balanced features specifically designed to meet the needs of small businesses. New users get a free trial for 15 days.

Q. How much does CRM software cost in India?

A. There is no fixed price for CRM software cost in India. Many factors come into play when determining the final payable value. Usually, an upfront cost includes setup, integration, and training. Ongoing costs, like the subscription price, also contribute to the fee. Subscriptions can be monthly or annually and come either as price per user or per contact. 

Q. What CRM software features should I look for to fit my business needs?

A. Each business has its own set of requirements for CRM. But ideally, CRM software should come with:

• Contact management
• Sales performance management
• Sales collaboration 
• Sales forecasting
• Lead management
• Lead generation tracking and scoring
• Custom pipelines
• Product level quotes
• Email list management and segmentation
• Campaign management
• Integration with marketing automation software
• Marketing ROI analytics
• Social media management
• Partnerships management

Q. How can CRM software benefit my business?

A. The benefits of CRM software are endless. It helps businesses understand customer behavior better and store customer data to gain critical insights that enhance their satisfaction and retention. CRM software also improves market intelligence, automates processes for increased efficiency, and reduces overall operational costs. 

Q. Why should I trust G2’s grid report for India?

A. G2’s India Regional Grid® depicts real software use in the Indian region. We have algorithmically rated products in the CRM category based on our data from product reviews shared by G2 users in India. This data is valuable for Indian software buyers to make informed purchase decisions. G2 also has one of its biggest workforce based out of the Asia Pacific headquarters in India. Find us here: 1st Sector, HSR Layout, Bengaluru, Karnataka, 560034.

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