Best CRMs for an Outsourcing Company | Top 19

CPAshka - CRM for dropshipping in Ukraine. Automate accounting for dropshippers, manage orders and increase profits. The ideal solution for scaling your business!

Business Advantages

• Automation of payments. Accurate calculation of dropshippers' rewards, avoiding errors.
• Convenient order tracking. All order information in one place, easy control.
• Profitability analytics. Tracking the most effective dropshippers and products.
• Integration with platforms. Easy connection to Prom, Rozetka and others.

Characteristics

• CRM for outsourcing
• API integration
• Project management
• Profitability analysis
• User-friendly interface

LP-CRM is a Ukrainian CRM for product business, e-commerce and services. Optimize your customer base, sales and communications. An excellent choice for automating outsourcing companies!

Business Advantages

• Manage projects easily. Organize tasks, deadlines and resources for successful project implementation.
• Increase profit. Automate sales, control costs and increase profitability.
• Teamwork. Shared access to information, real-time communication, task control.
• Visual reporting. Analyze data, track key indicators and make informed decisions.

Characteristics

• Sales automation
• User-friendly interface
• 24/7 support
• Integration with services
• Reporting and analytics

SalesDrive - CRM for e-commerce: Integrations with marketplaces, delivery services, and payment systems. Optimize warehouse management and sales in your online store. A great solution for business automation!

Business Advantages

• Project Control. Track progress, costs, and deadlines for the successful completion of each project.
• Resource Management. Optimize team allocation and workload to increase productivity.
• Convenient Collaboration. Unite teams, share information, and coordinate actions in one place.
• SalesDrive Analytics. Get detailed reports on efficiency, profitability, and team workload.

Characteristics

• CRM for outsourcing companies: Process Automation
• Communication Optimization
• Reporting and Analytics
• Project Management
• Integration with Tools

HubSpot CRM - a powerful platform for outsourcing companies. Free CRM with marketing, sales, and customer service tools in one place. Streamline processes and improve customer engagement!

Business Advantages

• Unified platform. Unify marketing, sales, and support in one place for better coordination.
• Free core. Start using core features for free and scale as needed.
• Task automation. Free up team time from routine operations to focus on customers.
• Improved reporting. Get accurate performance data and make informed decisions.

Characteristics

• Process automation
• Sales growth
• Improved communication
• Reporting optimization
• Centralized management

Monday sales CRM - flexible CRM system based on the monday.com platform, adapted for outsourcing teams. Organize sales, manage customers, and automate processes in a single, customized space.

Business Advantages

• Easy adaptation. Customize the system to meet the needs of your business, without code.
• Data centralization. All customer information in one place, always at your fingertips.
• Improved collaboration. Share and discuss directly in the system for effective teamwork.
• Routine automation. Automate repetitive tasks and focus on sales.

Characteristics

• Sales automation
• Flexible platform
• Convenient integration
• Performance analytics
• Customer support

Insightly - CRM with project management for small and medium-sized businesses. Organize sales and project delivery in one place. Integrations with popular services for outsourcing teams. Optimize workflows and increase team efficiency!

Business Advantages

• Simple project management. Everything in one place: clients, tasks, progress, communications. Optimize team work and deliver projects on time.
• Sales automation. Tools for attracting customers, increasing sales, and forecasting profits.
• Integrations with tools. Connect Insightly with your favorite apps: Google, Mailchimp, etc. for seamless operation.
• Clear analytics. Get clear reports and dashboards to track performance and make informed decisions.

Characteristics

• Business automation
• User-friendly interface
• Easy project management
• Integration with other services
• Analytics and reports

KeepinCRM - A simple CRM for small and medium-sized businesses. Manage clients, tasks, deals, inventory, and finances in one place. Ideal for outsourcing companies that value efficiency and simplicity.

Business Advantages

• Project management. Organize team work, track progress and deadlines effectively.
• Clear analytics. Get data on productivity, project profitability, and customer satisfaction.
• Financial optimization. Control expenses, keep track of income, and monitor deal profitability.
• Customer relationship management. Maintain high-quality communication, keep a history of interactions in one place.

Characteristics

• User-friendly interface
• Sales automation
• Customer accounting
• Project management
• Financial control

SugarCRM - flexible open source CRM system, ideal for B2B sales of your outsourcing company. Customize it to your business needs and optimize your sales processes!

Business Advantages

• Open source. Full customization to business needs and integration with any systems.
• Sales automation. Optimize your sales funnel, increase conversion and profit.
• Flexibility of settings. Adapt the system to the unique processes of your business, without restrictions.
• Powerful analytics. Get valuable insights about customers and sales efficiency for decision-making.

Characteristics

• CRM: Automation
• Deal management
• Sales reporting
• Process optimization
• Integration

Close - CRM for sales teams that allows you to increase sales. Focused on active calls and automated email newsletters. Ideal for outsourcing companies that need effective customer communication management.

Business Advantages

• Effective calls. Telephony integration, recordings, analytics - all in one place to increase sales.
• Email automation. Automatic mailings and open tracking to attract leads.
• Convenient reporting. Analyze data to improve sales strategy and increase profit.
• Transparency of deals. Track deal progress, improve communication with team and clients.

Characteristics

• CRM for outsourcing: Project Management
• Task automation
• Reporting on clients
• Integration with tools
• Resource optimization

Less Annoying CRM - is an extremely simple CRM, ideal for outsourcing teams. No unnecessary functions, only what is needed to organize the client base and manage projects. Focus on customers, not on complex software!

Business Advantages

• Simple interface. Intuitive, quick team training, no unnecessary functions.
• Convenient customer management. All customer information in one place, easy access.
• Task tracking. Control project execution, assign tasks to the team.
• Improved communication. Information sharing, work transparency.

Characteristics

• Sales automation
• Convenient customer management
• Simple integration
• Easy reporting
• 24/7 support

OneBox OS - CRM/ERP system for outsourcing companies. Manage projects, telephony, warehouse and documents in a single environment. Optimize business processes and increase the efficiency of your team!

Business Advantages

• All in one. Project, client, finance, and document management in a single system.
• Transparent analytics. Track key performance indicators to make informed decisions.
• Flexibility of settings. Adapt the platform to the unique needs of your business.
• Integration with telephony. Optimize communications with customers and your team.

Characteristics

• Process automation
• Integration with telephony
• Team time tracking
• Project management
• Reporting and analytics

Salesforce Sales Cloud - #1 CRM for outsourcing companies. Build an effective sales funnel, automate processes, and gain deep analytics. Increase deals and optimize customer management.

Business Advantages

• Sales growth. Optimize your sales funnel to attract more customers.
• Effective analytics. Get real-time reports for decision-making.
• Improved communication. All customer information in one place.
• Task automation. Reduce manual work and increase productivity.

Characteristics

• Sales automation
• Reporting and analytics
• Customer base management
• Integration with other services
• Increased profitability

Copper - CRM, designed for Google Workspace. Its deep integration with Gmail makes it an ideal choice for outsourcing companies that actively use Google services for communication and project management. Optimize customer relations directly from your email.

Business Advantages

• Integration with Gmail. Manage clients directly from your email, without switching between windows.
• Time saving. Automate routine tasks, focus on customers.
• Improved collaboration. The team has a common context, reacts faster.
• Data transparency. Track project progress in real time.

Characteristics

• Sales automation
• Convenient integration with Gmail
• Project management
• Performance analytics
• 24/7 customer support

Binotel SmartCRM - CRM for outsourcing companies from Binotel: 360° client overview, project management analytics, task management and integration with your PBX. Everything for effective teamwork and profit growth!

Business Advantages

• 360° client profile. The entire communication history, deals, and tasks in one place.
• Performance analytics. Track key metrics to improve results.
• Telephony integration. Calls and clients are automatically recorded in the system.
• Task optimization. Plan, delegate, and monitor project execution.

Characteristics

• Sales automation
• Effective support
• Real-time analytics
• Telephony integration
• Process optimization

Bitrix24 - CRM and workspace for outsourcing companies. Manage sales, customer communications, and projects in one system. Automate business processes and increase team productivity. Everything for the effective operation of your outsourcing business!

Business Advantages

• Convenient customer management. Store communication history, manage deals and contacts in one place, improve service quality
• Effective teamwork. Shared access to documents, tasks and projects, discussions in chats, for smooth teamwork
• Control and analytics. Track productivity, analyze the sales funnel, make informed decisions based on data
• Bitrix24 integration. Automate routine tasks, combine different communication channels, increase efficiency

Characteristics

• Process automation
• Convenient project management
• Integration with other services
• Reporting and analytics
• 24/7 customer support

Apptivo - CRM system with a set of business applications, ideal for SMBs. Optimize customer experience, manage projects and finances in one place. A great choice for outsourcing companies seeking efficiency.

Business Advantages

• Comprehensive solution. Apptivo - all in one place: sales, projects, finance, support.
• Increased efficiency. Streamline workflows and increase team productivity.
• Transparent project control. Track progress, manage resources, don't miss deadlines.
• Improved communication. Ensure effective collaboration between departments and clients.

Characteristics

• Sales automation
• Convenient project management
• Integration with other services
• Marketing optimization
• 24/7 customer support

Freshworks CRM (Freshsales) - CRM with built-in telephony, email, and AI. Automate sales, manage customers, and increase the profit of your outsourcing company. Simplify communication and make informed decisions with intelligent tools.

Business Advantages

• Increasing sales. Built-in telephony, email, and AI tools increase the efficiency of the sales team.
• Team productivity. Automate routine tasks and focus on developing relationships with customers.
• Cost optimization. Reduce software costs with a comprehensive solution: sales, marketing, support.
• Projected profit. Accurate reports and analytics help make informed business decisions.

Characteristics

• Integration with telephony
• AI for leads
• Sales automation
• User-friendly interface
• Performance analytics

NetHunt CRM - CRM system integrated into Gmail. Manage leads, sales funnels and automate business processes without leaving your email. The perfect solution for outsourcing companies that value efficiency and integration with Google Workspace.

Business Advantages

• Gmail integration. Customer management directly from your email, without switching between tabs.
• Clear funnels. Visualization of sales and deals for effective planning.
• Sales automation. Save time by automating routine tasks.
• Collaboration. Convenient tool for the team, all in one place.

Characteristics

• For outsourcing: flexibility, integration
• NetHunt: CRM in Gmail, automation, convenience
• Sales automation
• User-friendly interface
• Performance analytics

Streak CRM is a CRM built right into Gmail. Manage clients and deals without leaving your inbox. Customize pipelines to meet the needs of your outsourcing team and track every stage of collaboration. All in a familiar work environment!

Business Advantages

• All in Gmail. Manage clients directly in your email, saving time.
• Custom pipelines. Customize workflows to meet the needs of your business, adapting flexibly.
• Collaboration. Easily share information and collaborate with your team in real time.
• Full integration. Works with other Google Workspace tools, providing a seamless experience.

Characteristics

• Process automation
• Integration with mail
• Funnel customization
• Convenient customer management
• Communication optimization