Select a System for Your Tasks

13 Ways a CRM System Works

In-depth Understanding of CRM Operations: 13 Key Aspects

Select a System for Your Tasks

1

LP-CRM

LP-CRM: a powerful CRM for product business, e-commerce, and services. Optimize sales, manage customers, and automate processes. The ideal solution for growing your business.

Merits

  • Sales growth. Manage customers and deals effectively, increase conversion.
  • Single window. Control all customer interactions in one place.
  • Business analytics. Make data-driven decisions, optimize strategies.
  • Routine automation. Free your team from routine tasks for strategic work.

Key Options

  • CRM system: basics
  • LP-CRM: your choice
  • Sales automation
  • E-commerce solution
  • Simple customer management
LP-CRM
2

KeepinCRM

KeepinCRM: a simple CRM for SMEs. Manage clients, tasks, deals, inventory, and finances in one place. Optimize business processes easily and efficiently, without unnecessary complexities. The ideal solution for growing your business.

Merits

  • Clients under control. Keep all client information in one place.
  • Sales are growing. Efficiently manage deals from first contact to closing.
  • Tasks are always completed. Organize team work and track deadlines.
  • Inventory and finances. Control inventory and company cash flows.

Key Options

  • CRM: how it works
  • KeepinCRM: easy CRM
  • Clients, tasks, deals
  • Inventory, finances, business
  • Simple and effective.
KeepinCRM
3

Insightly

Insightly: A comprehensive solution for SMBs. Combines CRM, project management, and flexible integrations. Optimize sales, boost team efficiency, and control business processes. Everything you need for your company's growth.

Merits

  • Customer Management. Keep all customer interaction information in one place.
  • Task Planning. Organize team work effectively and clearly.
  • Sales Tracking. Analyze deal stages and forecast revenue.
  • Integration with other services. Connect Insightly with your favorite tools to optimize workflow.

Key Options

  • CRM: details
  • Insightly: SMB solution
  • How CRM works
  • Project Management
  • Integrations for business
Insightly
4

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales - a powerful CRM from Microsoft for sales optimization. Build customer relationships, automate processes, and increase efficiency through deep integration with other 365 products and the intelligent assistant Copilot.

Merits

  • 365 Integration. Combines all your Microsoft business applications for a unified view.
  • Copilot Artificial Intelligence. Automates routine tasks and provides smart suggestions.
  • Scalability. Grows with your business, adapting to changes.
  • Sales Analytics. Detailed reports for informed decision-making.

Key Options

  • CRM: fundamentals
  • Dynamics 365: integration
  • Microsoft: innovations
  • Copilot: AI
  • sales: optimization
Microsoft Dynamics 365 Sales
5

NetHunt CRM

NetHunt CRM: a powerful CRM integrated directly into Gmail. Manage leads, optimize sales funnels, and automate routine tasks without leaving your inbox. Your all-in-one tool for an efficient business.

Merits

  • Convenient integration. NetHunt CRM works directly in your Gmail, simplifying client management.
  • Lead management. Track potential clients from initial contact to deal closure.
  • Visual funnels. Visually observe deal progress and optimize your sales.
  • Task automation. Free up your time from routine operations thanks to smart automation.

Key Options

  • CRM: how it works
  • NetHunt: CRM in Gmail
  • Leads from email
  • Sales funnels
  • Business automation
NetHunt CRM
6

Nutshell

Nutshell: a simple CRM + email marketing for B2B teams. It helps efficiently manage sales and communicate with clients, simplifying work for your team. An ideal choice for those looking for an intuitive solution for business growth.

Merits

  • Simple management. Intuitive interface for quick learning and efficient work.
  • Data centralization. All customer and deal information in one place for easy access.
  • Email marketing. Effective communication with clients directly from the CRM.
  • B2B focus. The tool is optimized for the needs of business teams.

Key Options

  • CRM: understandable
  • Nutshell: B2B CRM + email
  • Easy to understand CRM
  • Effective B2B marketing
  • CRM and email for teams
Nutshell
7

Binotel SmartCRM

Binotel SmartCRM is a powerful CRM system from Binotel, which provides a 360° customer card, detailed analytics, task management, and seamless integration with PBX. Optimize customer interaction and business processes.

Merits

  • 360° customer card. A complete overview of all information about each client in one place for a deep understanding of their needs.
  • Advanced analytics. Get valuable data on sales performance and team work to make informed decisions.
  • Task management. Systematize and track the execution of work tasks, ensuring process clarity.
  • PBX integration. Automatically record all calls and customer interactions, increasing communication efficiency.

Key Options

  • CRM: how it works
  • Binotel: 360° client
  • Sales analytics
  • Task automation
  • PBX integration
Binotel SmartCRM
8

CPAshka

CPAshka: A CRM system that optimizes dropshipping. Automate accounting, track profits and expenses, manage orders - all for your success. An effective tool for business growth.

Merits

  • Dropshipping automation. Simplifies the management of your orders, customers, and profits, freeing up time for business development.
  • Profit tracking. Accurate calculation of profits from each order, will help make informed decisions.
  • Customer base. Store all your customer data in one place for effective communication.
  • Efficiency. Optimize your operations, increase productivity, and reduce costs with CPAshka.

Key Options

  • CRM: how it works
  • Simple CRM solutions
  • CPAshka: dropshipping
  • Automation for dropshipping
  • CRM for business
CPAshka
9

OneBox OS

OneBox OS - a universal CRM/ERP platform that integrates processes, telephony, inventory, and document management. It's a comprehensive business automation solution designed for effective company management. It's ideal for those looking for a powerful and integrated CRM.

Merits

  • Unified Space. All business processes, communication, and data in one window.
  • Flexibility. Customize to your unique business needs.
  • Ease of Use. Intuitive interface that simplifies team work.
  • Efficiency. Work optimization, increased sales, and customer loyalty.

Key Options

  • CRM: Structure
  • OneBox: Comprehensive
  • Processes, Telephony, Inventory
  • All-in-One Solution
  • ERP Capabilities
OneBox OS
10

Zoho CRM

Zoho CRM: A cloud-based CRM for sales, marketing, and service automation. Optimize business processes, improve customer interactions, and increase your team's efficiency with Zoho CRM's powerful tools.

Merits

  • Scalability. Grow with your business.
  • Automation. Frees up time for important tasks.
  • Integration. Easily connect your tools.
  • Analytics. Make data-driven decisions.

Key Options

  • CRM: Structure and Principles
  • Zoho CRM: Cloud for Sales
  • Business Process Automation
  • Scalable Solution for Companies
  • Effective Customer Management
Zoho CRM
11

SuiteCRM

SuiteCRM - a powerful open-source CRM with flexible customization capabilities. An ideal solution for adapting to specific business processes, ensuring effective customer relationship management, and optimizing sales. Open source provides complete freedom in development.

Merits

  • Full flexibility. Adapt the solution to your unique business needs.
  • Open source. Full transparency and control over your CRM.
  • Cost savings. Free license reduces software costs.
  • Scalability. Grow your business, and your CRM will grow with it.

Key Options

  • CRM: structure and functions
  • SuiteCRM: flexible CRM
  • Open-source CRM: your choice
  • CRM customization: capabilities
  • SuiteCRM: powerful system
SuiteCRM
12

Streak CRM

Streak CRM: a powerful CRM right inside your Gmail! Effectively manage sales, track clients, and automate processes with flexible custom pipelines. Everything your business needs in one convenient interface.

Merits

  • Gmail integration. Manage sales directly from your inbox without switching between applications.
  • Custom pipelines. Customize workflows to your business needs, track every stage of a deal.
  • Simple interface. Easy to learn and use, even without prior CRM experience.
  • Centralized data. Keep all client and deal information in one place for easy access.

Key Options

  • CRM: structure and functions
  • Streak: CRM in Gmail
  • Streak Custom Pipelines
  • Streak CRM Simplicity
  • Manage clients in Gmail
Streak CRM
13

Bitrix24

Bitrix24: a versatile CRM and workspace. Efficiently manage sales, contact center, and projects in one system. Improve business processes and customer communication.

Merits

  • All-in-one. Combines sales, contact center, and projects for efficient work.
  • Data centralization. All customer and deal information in one place.
  • Automation. Frees up time for important tasks through routine automation.
  • Workspace. Integrated tools for team collaboration.

Key Options

  • CRM: detailed description
  • Bitrix24: a universal tool
  • Business optimization
  • CRM for sales
  • Workspace for teamwork
Bitrix24

Capabilities Comparison

# CRM System Who is it Suitable For System Components Trial Version Base Price
1LP-CRMproduct business, e-commerce, servicesSales optimization, customer management, process automationFree version up to 50 orders per monthfrom $9/month
2KeepinCRMSMEs, retail, servicesClients, tasks, deals, inventory, finances7 day trialfrom 290 UAH/user/month
3InsightlySMB, growth, efficiencyCRM, projects, integrations14-day trialfrom $29/month per user
4Microsoft Dynamics 365 Salesenterprises, sales departments, managersCustomer Management, Sales Automation, Intelligent Insights30-day trialfrom $65/mo per user
5NetHunt CRMSmall, medium business, sales, marketingGmail integration, lead management, automation14-day trialfrom $24/mo per user
6NutshellB2B teams, small businesses, growing businessesCRM, email marketing, sales management14-day trialfrom $16/mo per user
7Binotel SmartCRMSmall, medium business, sales departments360° customer card, analytics, PBX integration-from 399 UAH/month per employee
8CPAshkadropshippers, online store ownersAccounting automation, profit tracking, order managementFree for the first 100 leadsfrom $5/month
9OneBox OSsmall, medium businessAutomation, Integration, ManagementSome applications are freefrom $1.99/mo (per 1000 records)
10Zoho CRMSmall and Medium Businesses, Large Corporations, StartupsSales, Marketing, Service AutomationFree Plan (up to 3 users)starting at $20/month per user
11SuiteCRMSmall, medium business, ITFlexibility, customization, open-sourceOpen software (free)from $0/month (self-hosted)
12Streak CRMSmall and medium businesses, startupsPipelines, clients, automationFree planfrom $59/mo per user
13Bitrix24small, medium, large businessCRM, contact center, projectsFree planfrom $61/mo (5 users)

Requests

CRM is a tool for managing customer relationships.
CRM optimizes sales, marketing, and service, improving loyalty.
Data collection, communications, task management, analytics.
Yes, CRM helps with growth, organizing processes, and better understanding customers.
Increased efficiency, better control, sales growth.