Table of Contents
Customer Relationship Management
All-in-one Solutions
CRM Platforms
Choosing a CRM platform and what to look for?
The Bottom Line
The right CRM isn’t about the most features—it’s about the features that matter most to you. By prioritizing scalability, usability, integration, and security, you’ll invest in a platform that drives efficiency, deepens customer relationships, and fuels growth.
Ready to take the next step? Begin by auditing your business needs, then match them to the CRM checklist above. Your future self (and customers) will thank you!
Artificial Intelligence
AI Agents
Messaging and Chat Agents you can teach.
–
–
Business to Customer
Email Marketing
–
–
CRM Platforms
Implementing a CRM software platform can significantly enhance customer relationship management, streamline business processes, and provide valuable insights for decision-making.
Besides LiveChat, there are a number of CRM platforms to chose from. Each one comes with varying tools and capabilities that may help determine your specific choice from the most suitable options available.
CRM | Key Features |
---|---|
Freshworks CRM | Sales automation, AI lead scoring, email tracking |
Monday.com | Customizable workflows, project management, team collaboration |
Keap | CRM, marketing automation, e-commerce |
Folk | Lightweight CRM, relationship management |
Salesforce | Extensive customization, scalability, integrations |
HubSpot CRM | Free CRM, marketing, sales, and service tools |
Zoho CRM | Versatile, cost-effective, integrations with Zoho products |
Pipedrive | Visual pipeline interface, sales automation |
Microsoft Dynamics 365 | Enterprise-level, integrates with Microsoft products |
SugarCRM | Highly customizable, customer experience focus |
Nimble | Social CRM, integrates with social media profiles |
Insightly | CRM and project management combined |
Copper | Built for Google Workspace, seamless integration |
Apptivo | Affordable, wide range of business management apps |
Agile CRM | Marketing automation, web engagement, sales automation |
Close | Communication tools, built-in calling and emailing |
Capsule CRM | Simple, essential features for managing relationships |
From improving basic data management and communication to leveraging advanced analytics and AI, a CRM can be a powerful tool for driving business growth and customer satisfaction.