CRM are built for managing customer relationships. They can help your organization manage sales, marketing, and customer service activities. Most CRMs include features like contact management, lead management, opportunity tracking, task management, and reporting.

Salesforce and Microsoft Dynamics is the most popular CRM on the market today. But there are a number of Salesforce alternatives that offer similar or even better. We are going to list here some CRM with their pro and cons.

Best Salesforce alternatives for 2022

  1. InvestGlass
  2. Zoho CRM
  3. Insightly
  4. HubSpot CRM
  5. Freshworks CRM
  6. SugarCRM

1. InvestGlass as customer relationship management software

InvestGlass

InvestGlass

This web-based sales CRM is #1 Swiss CRM hosted and designed in Switzerland. The solution gathers digital onboarding tools, a flexible CRM built for financial professionals, a portfolio management tool you can connect to banks, marketing automation and client portal.

InvestGlass CRM is a good solution for small and medium-sized businesses. It has a simple and intuitive user interface, good customer support, and a wide range of features. The downside is that it’s not as popular as some of the other CRMs on this list, so there may not be as many people to help you learn how to use it.

InvestGlass Digital onboarding is flexible web forms that speed up your customer onboarding process. With these forms, you can easily request all the required information from your new customers and automatically import it into your CRM.

InvestGlass marketing analytics will help you to track all your digital marketing campaigns and measure their success. You can connect to your Google Analytics account and get all the data you need in one place.

InvestGlass CRM is a good solution for financial professionals who want to manage their customer relationships, portfolios, and finances in one place. The portfolio management tool is also made to manage crypto wallets and smart contracts. The machine is connected to multiple brokers and tools to make sure that your operations will be safely recored.

InvestGlass sales automation will help you to follow up with your leads and close more deals. It includes a wide range of email templates, automatic lead scoring, and lead routing.

2. Zoho CRM

Zoho CRM

Zoho CRM encompasses lead management tools you need to track sales.

Their real-time tracking keeps your entire sales team on task. This system will help sales rep to organize a CRM for small businesses. It has a simple and intuitive user interface, good customer support, and a wide range of features. The downside is that it’s not as popular as some of the other CRMs on this list, so there may not be as many people to help you learn how to use it.

Zoho is not hosted on Swiss servers and the setup is not sufficiently customizable for a complex sales cycle. Lead generation is collected and you can easily create a simple sales funnel. Salesforce competitors might do a better job with Zoho. The free user version is limited to three users. It’s a versatile tool with simple sales tools.

3. Insightly

Insightly

Insightly is an all-in-one CRM solution that incorporates marketing, sales, projects, and more. This solution office sales forecasting tools and social media tracking. It also offers a Gmail extension and an Outlook add-in.

Insightly is a good solution for small businesses that want to track all of their activities in one place. It has a simple and intuitive user interface, good customer support, and a wide range of features. The solution is also useful for pipeline management as it has built-in forecasting tools. The downside is that it can be expensive for larger businesses, and it’s not as popular as some of the other CRMs on this list, so there may not be as many people to help you learn how to use it.

4. HubSpot CRM

HubSpot CRM

HubSpot CRM offers a completely free plan but the nice features and in paid plans. Sales productivity will boost with this CRM. Spot CRM is a good solution for small businesses that want to track all of their activities in one place. It has a simple and intuitive user interface, good customer support, and a wide range of features. The solution is also useful for pipeline management as it has built-in forecasting tools. The downside is that it can be expensive for larger businesses The solution is like Salesforce a US-based solution.

They are well known for their email marketing and free version. Spot CRM integrates with a number of other HubSpot products, including HubSpot Marketing, HubSpot Sales, and HubSpot Service.

The free plan offers unparalleled value. You can store up to 1 million contacts, and you’ll get unlimited users and storage. You’ll also save money and time on training since the platform is user-friendly and easy for staff to learn — which will get your business up and running faster. Key features are very easy to use but flexibility is less important than other CRM.

5. Freshworks CRM

Freshworks CRM

Freshsales is a great CRM for small business. Freshworks offers a 21-day free trial so you can determine if it’s right for you. You will find in this solution a great sales intelligence dashboard. The solution is also easy to use on a mobile access. The free support will be appreciated. Linkedin sales navigator can be connected to the CRM. This is a serious salesforce competitor and perfectly built for sales pipelines and contract management.

Freshales is good CRM for sales teams that want to focus on activities that result in closed deals. The solution is easy to use and has a simple user interface. It also offers a number of integrations, including Google Apps, Zapier, and more

6. SugarCRM

SugarCRM

SugarCRM is a cloud-based platform that offers everything from sales and automation features to account management and customer relationship management. Email marketing is well built and easily connected to the sales pipeline. Sales reps will like the Campaign Wizard.

Sales reps can edit their contract based on customer data. Contact management is visually pleasing and business management is simply visible with nice dashboard.  

The CRM platform is easy, and integrations with Mailchimp, Zendesk, Zapier, and more help streamline workflows.

Choosing the right CRM software

These CRM tools are excellent choices, and they each offer slightly different features and benefits. However, we stress that InvestGlass is the only CRM with a portfolio management tool. Marketing automation are connected directly to the portfolio tool.

Thanks to a simple user interface it comes to choosing the best CRM for your business, it’s important to consider your specific needs and what you want to get out of the system. If you’re looking for a comprehensive, all-in-one CRM solution, then InvestGlass is a good option. It offers a wide range of features and integration.

In 2022 sales process automation will the key to your success

Sales process automation is a hot topic in the CRM world, and for good reason. Automating your sales process can help you close more deals, faster. And as technology advances, it’s becoming easier and easier to do just that. InvestGlass offers an amazing all in one solution with business intelligence built for financial professionals.

The InvestGlass CRM + PMS is ready for MIFID and LSFIN FINMA regulation. Not only it will help you for leag generation, but it will also collect all the team you need for the entire sales process. It’s the perfect salesforce alternative with pre-built business processes for multiple industries.


Are you ready to try InvestGlass CRM ?