Dive into real estate CRM systems with our extensive review. Discover the top choices across the board for realtors, agents and brokers in 2024.
Best Real Estate CRMs of 2024
Updated:
Jun 19, 2024
Written by:
Rayna Perry
Rayna Perry
Edited by:
Kara Credle
Kara Credle
Customer relationship management (CRM) is how you interact with your customers so that you can better understand and anticipate their needs. For real estate professionals specifically, maintaining close relationships with buyers and sellers is essential, as it is how you get referrals and repeat business.
We at the MarketWatch Guides team recently conducted a survey with 200 CRM users. More than half of the respondents said that they use CRM software as a part of their day-to-day workflow to store contact details and automate administrative tasks.
Our Top Picks for Best CRM for Real Estate
- Best for Scale: Salesforce
- Best for Sales Project Management: monday.com
- Best for Combined Sales and Marketing Features: HubSpot
- Best for Customization: Zoho CRM
- Best for Beginners: Pipedrive
- Our Pick for Real Estate: LionDesk
- Best for Client Communication: Market Leader
- Best for Organizing Leads: Wise Agent
- Best for Managing Listings: Top Producer
Read our full CRM methodology and see how we test and review products.
Salesforce
- What We Love: Salesforce is a powerful CRM that can store and manage large volumes of data.
- Who It’s Best For: Real estate professionals who work at a large brokerage that needs a robust CRM to handle a lot of client data
- Alternatives:
- HubSpot is a marketing-focused CRM that can handle data for mid-sized brokerages.
- Market Leader is a real estate CRM that also takes a sales-focused approach to managing incoming leads and ongoing deals.
| Plan | Price | User Limit | Key Differentiator |
| Starter | $25 per user per month | Unlimited | Basic contact management |
| Professional | $80 per user per month | Unlimited | Custom reports and dashboards |
| Enterprise | $165 per user per month | Unlimited | Workflow automation |
| Unlimited | $330 per user per month | Unlimited | Predictive AI features |
| Einstein 1 Sales | $500 per user per month | Unlimited | Einstein generative AI tool |
Pros
Ideal for large client lists
Ability to handle large volumes of sales data
In-depth contact information cards
Cons
Not as suited to small teams
Somewhat steep learning curve
Generic type of CRM that’s not specific to real estate
Our Rating
4.3
Superlative
Best for Scale
Standout Feature
Detailed contact information cards
Salesforce is a widely known CRM solution. In fact, it came out on top as the most commonly used CRM among our survey respondents. Salesforce is built for teams that want to store a large amount of customer data. For example, you can create detailed customer profiles that include lead scoring, activity tracking, notes and more.
View of a Salesforce contact profile
Our main takeaway from using the Salesforce free trial was that the user interface was a bit unwieldy. It was difficult to know where to go to find certain features on our own. However, Salesforce representatives were proactive about reaching out to us to offer help once they saw that we had signed up. Plus, customer support is readily available via phone and chat. Regardless of your comfort level with CRM software, Salesforce will likely come with a learning curve.
Monday.com
- What We Love: Monday.com combines project management with sales and marketing to give you an all-in-one, customizable workspace.
- Who It’s Best For: Real estate professionals who have a specific vision for how they want to organize their sales efforts and need a flexible platform to make it happen
- Alternatives:
- Pipedrive is another generic sales CRM that is easy to learn with its intuitive interface and basic functionality.
- LionDesk handles task management like Pipedrive except it is specific to real estate.
| Plan | Price | User Limit* | Key Differentiator |
| Basic CRM | $15 per user per month | 40 | No integrations or automations |
| Standard CRM | $20 per user per month | 40 | 250 integration actions and 250 automation actions per month |
| Pro CRM | $33 per user per month | 40 | Sales forecasting |
| Enterprise CRM | Custom | 40 | Lead scoring |
*Contact monday.com for custom CRM pricing if you require more than 40 seats.
Pros
Ability to build your platform from scratch
Several customizable board views
Ideal for tracking sales and managing tasks
Cons
Not as suited to managing contacts
Upgrade required for mass emailing
Generic type of CRM that’s not specific to real estate
Our Rating
4.7
Superlative
Best for Sales Project Management
Standout Feature
Simple Kanban board views
While monday.com doesn’t offer a CRM that’s specific to real estate, the level of customization in its sales CRM platform can make it work for real estate professionals. When we first opened the platform, we noticed the “start from scratch” option. You can use this if you have a specific vision for organizing your tasks, leads and deals. You can also select which views you want to use to visualize your workflow.
View of a custom monday.com board with tasks organized into groups
That being said, contact management may be tricky with monday.com if you have a long list of clients. You can import your existing contacts in bulk, but clicking into the individual contact entries only shows activity that you add manually.
Another limitation comes with messaging these contacts. Mass messaging is only available with the Pro and Enterprise plans. Even then, you’re limited in how you can customize the messages, how many you can send and other parameters. Therefore, you may need to integrate with other tools, such as email or SMS software, to carry out your marketing efforts.
Hubspot
- What We Love: HubSpot combines sales, communication, automation and customization.
- Who It’s Best For: Real estate professionals looking to use a single software for all their sales and marketing tasks
- Alternatives:
- Monday.com is another robust CRM that combines sales with project management as opposed to marketing.
- Top Producer is a real estate CRM with an emphasis on communication and marketing, especially emailing.
| Plan | Price* | User Limit | Key Differentiator |
| Free | $0 | 5 | Basic contact management |
| Starter | $20 per user per month | Unlimited | Simple automation |
| Professional | $10 per user per month | Unlimited | Sales forecasting |
| Enterprise | $150 per user per month | Unlimited | Predictive lead scoring |
*This is pricing for HubSpot’s sales CRM. Bundles that include other HubSpot products come at a higher cost.
Pros
Combined marketing and CRM tasks
User-friendly setup
Meeting scheduling with clients
Cons
Not many guidelines to help with customization
Generic type of CRM that’s not specific to real estate
Our Rating
4.2
Superlative
Best for Combined Sales and Marketing Features
Standout Feature
Meeting scheduling tools
HubSpot is our pick if you’re looking for an all-in-one tool to streamline your marketing and sales efforts. Though it’s not specific to real estate, it has a ton to offer if you’re willing to put in the time to customize it. We found the initial setup process to be intuitive, especially when it came to creating a sales pipeline and setting up marketing channels.
You can define the stages of your sales process, add your deals to the platform and tie them to one of the stages. You can also create and manage email, text, social media and advertising campaigns within the platform.
View of the setup flow for the HubSpot deal pipeline
The meeting and calendar features also stood out to us. You can send your availability to a client and then schedule a meeting once you have agreed on a date and time. You can also sync your Google or Outlook calendar.
The obvious downside to HubSpot is the same one that the other general CRMs had. Because it wasn’t created with real estate in mind, it’s going to take some time to customize it to your specific needs.
Zoho CRM
- What We Love: Zoho CRM is a user-friendly CRM that you can customize to your specific sales pipeline.
- Who It’s Best For: Real estate professionals looking for a general CRM without advanced project or task management
- Alternatives:
- Pipedrive offers similar functionality with slightly less emphasis on customization.
- LionDesk offers similar pipeline customization as Zoho except it’s designed for real estate pipelines specifically.
| Plan | Price | User Limit | Key Differentiator |
| Free | $0 | 3 | Basic contact management |
| Standard | $20 per user per month | Unlimited | No custom reports or dashboards |
| Professional | $35 per user per month | Unlimited | Mass emailing |
| Enterprise | $50 per user per month | Unlimited | AI sales forecasting |
| Ultimate | $65 per user per month | Unlimited | Lead scoring |
Pros
Ability to customize to your needs
Intuitive deal tracking features
Native email communication tools
Cons
Learning curve related to customization
Generic type of CRM that’s not specific to real estate
Our Rating
4.6
Superlative
Best for Customization
Standout Feature
Easy-to-use email tools
Zoho CRM is another general CRM software that you can tailor to your real estate needs. Starting with the deal tracking interface, it was one of the most intuitive ones we encountered, with the ability to filter and change the view to look at the deals from different angles.
Custom views of the Zoho CRM deal tracking dashboard
We also liked Zoho’s built-in communication features. With SalesInbox, you can configure your inbox to organize and filter messages based on customer data. For instance, you could have separate sections for leads, contacts involved in active deals and contacts not involved in active deals. Another feature is the call scheduler, which puts upcoming calls with clients on your calendar so that you don’t forget about them.
Even after testing all of these useful and unique features, it was still clear to us that Zoho CRM is designed for general sales. Any real estate agent who uses it would have to do some investigating and tinkering to figure out how to customize it to their needs.
Pipedrive
- What We Love: Pipedrive is a user-friendly CRM with a minimal learning curve for CRM beginners.
- Who It’s Best For: Real estate professionals looking to onboard and start using a CRM right away
- Alternatives:
- Zoho CRM offers more customization for professionals who are willing to put in the effort to set up a CRM to their exact preferences.
- Wise Agent is a real estate CRM with similar contact and transaction tracking features.
| Plan | Price | User Limit | Key Differentiator |
| Essential | $24 per user per month | Unlimited | 30 custom fields |
| Advanced | $39 per user per month | Unlimited | No deal card customizations |
| Professional | $64 per user per month | Unlimited | Smart Docs tool for e-signatures |
| Power | $79 per user per month | Unlimited | Unlimited visual dashboards |
| Enterprise | $129 per user per month | Unlimited | Unlimited custom permission sets |
Pros
Simple user interface for beginners
Detailed activity timelines in client cards
Visualization of the sales pipeline
Cons
Better suited to storing information on clients rather than communicating with them
Generic type of CRM that’s not specific to real estate
Our Rating
4.5
Superlative
Best for Beginners
Standout Feature
Detailed customer activity timelines
Pipedrive is another provider on our list that isn’t specific to real estate, but its in-depth contact information pages would work well for managing real estate clients. Each client entry includes a timeline of all logged activities, so you can keep track of touch points you have had with them and leave notes or reminders to come back to.
View of a Pipedrive customer activity timeline
Another feature we liked during our test drive of the platform was the activities tab. Here, you can see an overview of your tasks, such as calling a client, scheduling a showing or drafting an offer.
The capabilities of Pipedrive mostly stop there. You can visualize your sales pipeline and track your client interactions, but you need another tool for communicating with your clients. That is why we recommend it for beginners because it is a natural next step from storing your contacts in a spreadsheet.
LionDesk
- What We Love: LionDesk records and stores videos, making it easy to send walk-throughs and tours to clients.
- Who It’s Best For: Real estate professionals looking for essential CRM features with a minimal learning curve
- Alternatives:
- Wise Agent is another CRM specific to real estate, but it focuses more on organizing incoming leads.
- Zoho CRM is a general sales CRM with a transaction tracking feature that real estate professionals can use for leads, buyers, sellers and properties.
| Plan | Price | User Limit | Key Differentiator |
| CRM | $39 per month | 1 admin, unlimited team members | Landing page builder not included |
| CRM Premier | $139 per month | 1 admin, unlimited team members | Landing page builder included |
Pros
Custom fields for contacts
Spot to upload, organize and send videos, such as property tours
Designed specifically for real estate
Cons
Limited customization
Views limited to lists and Kanban boards
Our Rating
4.6
Superlative
Our Top Pick
Standout Feature
Video recording and storing tools
When we tested the LionDesk free trial, we noticed how easy it was to add contacts. You can import contacts in bulk from a file as well as add individual contacts manually. You can also customize what custom fields you want to include for each contact.
Once you have your contacts added, you can use LionDesk’s marketing features to communicate with them. For example, you can send emails from the platform. There’s even a place to upload, organize and send videos, which works well for sharing property walk-throughs or tours.
Our biggest complaint about testing LionDesk, though, was that it didn’t offer many ways to visualize the sales pipeline. Outside of creating a task list, you can track sales in a Kanban-style view in the transactions tab. However, this view isn’t that customizable. For instance, you can add or delete pipeline stages, but you can’t reorder existing stages or drag and drop transaction cards from stage to stage.
Market Leader
- What We Love: Market Leader offers a mix of sales and marketing functionality alongside its real estate lead platform to help agents stay in touch with clients and reach sales goals.
- Who It’s Best For: Real estate professionals looking to organize client information and send marketing emails
- Alternatives:
- Top Producer is a similar real estate CRM provider that supports unlimited contacts compared to Market Leader’s maximum of 15,000 contacts.
- Salesforce can help larger real estate brokerages that need more in-depth lead and sales tracking.
| Plan | Price | User Limit |
| Market Leader Real Estate CRM | $189 per month | 10 |
Pros
Email tools to create listing alerts
Customer activity tools to show you which properties clients are viewing and favoriting
Designed specifically for real estate
Cons
Limited customization
Less suited to large real estate teams
Our Rating
3.2
Superlative
Best for Client Communication
Standout Feature
Detailed client activity information
Market Leader is a CRM platform for real estate agents with a specific focus on marketing. One of the most unique parts of this platform is its ability to connect to your website to track and respond to client behavior. For example, you can navigate to a client’s profile to see what properties on your website they have viewed or favorited and then use this information to fine-tune what you send them in your email listing alerts.
Source: Market Leader Professional Recorded Demo
View of a Market Leader client profile with favorited and viewed properties
When we reached out for a demo, the Market Leader team sent over a video overview of the platform’s main features. The video showed that all new leads that come in from an agent’s website get added to the contact list and tagged as “New.” You can then manually update the tag to organize contacts based on where they are in the sales process. However, customization of your contact list mostly stops there. There are limited custom fields, tags and other means for deciding how your contact list appears.
Wise Agent
- What We Love: Wise Agent makes it easy to organize both contacts and properties with detailed fields.
- Who It’s Best For: Real estate professionals looking to manage leads, clients and properties all in one place
- Alternatives:
- LionDesk is a similar real estate CRM with a longer list of integrations.
- Pipedrive isn’t specific to real estate, but it offers Kanban boards and other ways to visualize your sales pipeline.
| Plan | Price | User Limit | Key Differentiator |
| Wise Agent CRM | $49 per month | 1 account holder, 4 team members | No white label solutions |
| Wise Agent CRM Enterprise | Custom | 1 account holder, 4 team members | White label solutions |
Pros
Storage for detailed property information
Management of incoming leads
Designed specifically for real estate
Cons
Limited integrations
Limited customization
Our Rating
2.9
Superlative
Best for Organizing Leads
Standout Feature
Detailed property listings
Wise Agent is another real estate CRM that made our list for its user-friendly tools that can help organize properties. When we tested the free trial of Wise Agent, we noticed how in-depth the property information cards were. There are spots to add descriptions for each room of the property. You can even store the lockbox codes here.
View of the Wise Agent property dashboard
The leads feature is also worth noting, considering how many ways there are to capture and store them. For instance, you can create sign-up forms and landing pages within the platform to use across your website, emails and other communications.
However, outside of connecting these lead sources, integrations are limited. The main ones we noticed were Mailchimp, Constant Contact and Facebook. Additionally, Wise Agent is also limited in terms of customizing and visualizing the sales pipeline.
Top Producer
- What We Love: Top Producer is a real estate CRM that leverages AI to find potential clients.
- Who It’s Best For: Real estate professionals looking to automate their client targeting efforts
- Alternatives:
- Market Leader is a similar real estate CRM provider that also focuses on lead generation.
- HubSpot isn’t specific to real estate, but it has native marketing tools as well as integrations with external marketing tools to contact leads.
| Plan | Price | User Limit | Key Differentiator |
| Pro | $129 per user per month | 1 | No lead acquisition from social media |
| Pro Teams 5 | $299 per month | 5 | Additional users |
| Pro Teams 10 | $499 per month | 10 | Additional users |
| Pro Teams 25 | $999 per month | 25 | Additional users |
| Pro + Leads | Starts at $429 per month (depends on lead volume) | 1 | Lead acquisition from social media |
| Pro + Farming | Starts at $399 per month (depends on area size) | 1 | Farming for likely-to-list homeowners |
Pros
Segmentation of properties between listings and closings
AI Smart Targeting tool to identify potential sellers
Designed specifically for real estate
Cons
Limited reporting
Integrations may be required for advanced marketing campaigns
Our Rating
2.9
Superlative
Best for Managing Listings
Standout Feature
AI Smart Targeting tool
Top Producer is another real estate CRM. During our testing, its listing management features stood out to us for being both extensive and intuitive. We found out that properties live under the transaction tab. They are organized by listings and closings, with each one being attributed to a contact in the system.
View of the Top Producer transactions dashboard
We also noticed several unique marketing tools. For one, you can send listing alerts directly from the platform. There is also an AI-powered Smart Targeting tool that determines the top 20% of homeowners in an area that are most likely to sell, contacting them to bring in new leads.
In terms of shortcomings, reporting and emailing are limited with Top Producer. You can see basic sales pipeline statistics, such as the number of contacts in each category, but you can’t get in-depth reports. The same is true with emailing. The platform can send basic emails, but it can’t create automated email campaigns.
Top Real Estate CRM Features
As part of our research, we spoke to real estate professionals to understand which CRM features are most helpful to them with their day-to-day work. They emphasized the importance of intuitive contact management, seamless integration and in-depth customer interaction tracking.
We also surveyed 200 users of general CRM platforms to see which features they considered most important. Document storage came out on top, followed closely behind by task management, sales pipeline visualization and mass emailing.
Below, we break down some of the features respondents deemed as important so that you know what to look for yourself. Many CRM providers offer free trials, plans and/or demos to help you test these features.
Contact Management
Managing customer data is the biggest function of CRM software. The tool you choose should provide one place to manage all information about clients. You can store basic contact details, such as address and number, while also tracking calls, emails and other interactions. Maybe there is also a spot to leave notes or comments to refer back to.
The ability to create custom fields to store unique pieces of information is also key. In our recent survey, about 95% of respondents agreed that custom fields were somewhat or very important in a CRM.
Interaction Tracking and Task Management
Interaction tracking is the part of the CRM where you manage how and when you communicate with your customers. Having an activity timeline to look back on can tell you what has and hasn’t worked well in the past so that you can plan your future interactions. Tangentially related, task management is where you organize your calls, emails, meetings and other to-do list items.
Most of the CRM platforms we tested have general tabs to look at interaction tracking and task management at a high level. They also have a way to go into each contact listing to see what tasks and activities relate to them. This helps ensure that no customers slip through the cracks.
| Task Management | Activity Tracking | |
| LionDesk | ✅ | ✅ |
| Market Leader | ❌ | ✅ |
| Wise Agent | ✅ | ✅ |
| Top Producer | ✅ | ❌ |
| monday.com | ✅ | ❌ |
| Zoho CRM | ✅ | ✅ |
| Pipedrive | ✅ | ✅ |
| HubSpot | ✅ | ✅ |
| Salesforce | ✅ | ✅ |
Integrations
If you already have other software that you’re using, make sure your CRM can integrate with them.
The providers on our list all have email integrations, allowing you to sync to or import contacts from Gmail and Outlook. Marketing software for social media, email and SMS is another common CRM integration, as it allows you to track campaign information and customer communication under one platform.
The availability of other integrations tends to vary widely. For instance, HubSpot has an app marketplace with over 1,500 integrations, while Top Producer’s marketplace is much smaller with about 150 integrations. This is a common trend you’ll see with general CRMs vs. CRMs for real estate; the real estate ones tend to have fewer options.
Pipeline Visualization
Your sales pipeline is a workflow that contains the stages contacts go through as they interact with and buy from you. In most CRM platforms, you can customize your pipeline, deciding what stages to put in it. You can then organize your contacts and leads based on what stage they’re in.
After setting up your pipeline, you want a way to visualize it. Having a visual can help you understand how quickly clients are moving through the pipeline, what issues are blocking sales from moving forward and other details that you can use to fine-tune your CRM strategy. Most CRMs have at least one visualization, such as a Kanban board or a Gantt chart. Real estate CRMs usually offer fewer views to choose from than general sales CRMs.
| Sales Pipeline Visualization | Multiple View Options | |
| LionDesk | ✅ | ❌ |
| Market Leader | ❌ | ❌ |
| Wise Agent | ✅ | ❌ |
| Top Producer | ❌ | ❌ |
| monday.com | ✅ | ✅ |
| Zoho CRM | ✅ | ✅ |
| Pipedrive | ✅ | ✅ |
| HubSpot | ✅ | ✅ |
| Salesforce | ✅ | ✅ |
Additional Considerations for Evaluating Real Estate CRM
There are many other factors — besides typical features — to keep in mind as you’re choosing a real estate CRM. Some secondary considerations include AI, customer support and ease of use.
AI Features
Artificial intelligence is top of mind for professionals in every industry. In our recent survey, over 90% of respondents said that AI tools are either a somewhat or very important part of a CRM’s feature set.
Consider what AI-powered tools might be able to streamline some of your daily tasks. Here’s a quick breakdown of the AI tools from the providers on our list to get you thinking:
| CRM Platform | AI Tool | What It Does |
| LionDesk | LionDesk Lead Assist Tool | Sends automated responses to client texts |
| Market Leader | – | – |
| Wise Agent | Wise Agent AI Bot | Sends automated follow-ups to leads |
| Top Producer | AI Smart Targeting Tool | Determines likely sellers in your area |
| monday.com | monday AI | Composes emails, summarizes call transcripts, generates project tasks |
| Zoho CRM | Zia AI Assistant | Scrapes the internet to fill in missing information in contact fields, suggests the best times to contact leads |
| Pipedrive | AI Sales Assistant | Tracks email opens, sends activity reminders, suggests updates to contact data |
| HubSpot | HubSpot AI | Generates emails, makes sales forecasts |
| Salesforce | Einstein AI | Generates emails and summaries, creates customized plans |
Customer Support
In our survey, customer support was ranked the third most important CRM factor after customization and unique features (e.g., AI tools). Because Salesforce and other complex CRM systems have a steep learning curve, access to customer support is essential for any questions you may have during onboarding.
Consider what contact methods (e.g., phone, email, chat) you would like access to. Also think about the hours of those channels. For example, are they available 24/7 or just during business hours? Keep in mind that availability usually depends on the plan you choose.
Reporting and Analytics
Many realtor CRMs lack the advanced reporting capabilities that general sales CRMs have. However, they sometimes track unique, property-specific metrics, such as commission reporting and forecasting. In terms of setting up the reporting dashboard, you want to look for customization. You should be able to add the charts, graphs and metrics you want to track.
Workflow and Lead Automation
One of the biggest reasons to implement CRM software is to automate processes to save time on administrative tasks. For CRMs with marketing features, such as HubSpot, you can usually automate when and what messages get sent. Additionally, many CRM tools can connect to or create lead sources. For example, they can create a sign-up form that you put on your website and then pull in any leads that use that form.
The process for setting up these automations varies for each tool, so user-friendliness is something to keep in mind as well. But, in many cases, some tinkering to set up automated processes can save you a ton of time and effort overall.
Ease of Use
Ultimately, the best CRM software for you is the one that you know how to use. Even if a platform has a ton of features, they’re only going to be helpful if you know how to navigate the interface to find and use them. Generally speaking, CRMs with robust feature sets tend to be more difficult to use than ones with basic features. However, you will want to test that theory by signing up for a free trial, plan or demo to see if that’s the case with the CRM you’re considering.
Bottom Line
A CRM can make all the difference for real estate agents and brokers. The right one can help you manage customer data, track to-do items and strengthen client relationships.
Choosing a CRM requires some research. We have started that process for you by testing and ranking popular providers. LionDesk came out on top thanks to its user-friendly platform and huge feature set designed specifically for real estate professionals. Other real estate providers include Wise Agent for organizing leads, Market Leader for communicating with clients and Top Producer for managing property listings.
There are also general sales CRMs that you can customize to work for your real estate business. Monday.com and Zoho CRM are two of them that offer extensive customization. Pipedrive, HubSpot and Salesforce also made the list for being robust.
Frequently Asked Questions About Real Estate CRM
CRM stands for customer relationship management. If you hear someone talking about “a CRM,” they’re likely referring to CRM software, which is an app or platform that manages customers, leads and other sales pipeline information. For real estate, there are specific CRM tools that help agents and brokers manage buyers, sellers and properties.
CRM software can help real estate agents with a variety of day-to-day tasks. For example, CRM benefits can include visualizing the sales pipeline, storing contact information, scheduling client meetings, communicating with customers and more.
Real estate CRM providers usually offer several plans. The starter plan can cost anywhere from $30 to $100 per user per month. By comparison, the starter plans for general sales CRMs that you can customize for real estate typically cost $10 to $50 per user per month. Real estate tools don’t typically have free plans, though they may have free trials and/or demos. General CRMs can have all three.
Real estate CRMs can be beneficial for real estate agents, brokers, property managers and other professionals in the industry who want a streamlined way to organize their sales pipeline and communicate with their clients.
How We Test the Best CRM for Real Estate
Customer relationship management (CRM) tools help businesses bring in new customers and nurture current ones. With different businesses come different business goals and CRM needs. So, the MarketWatch Guides team spent over 100 hours evaluating 13 providers to determine who each CRM is best for. We looked at big names, such as Salesforce and monday.com, as well as small providers, including Liondesk and Less Annoying CRM.
We conducted a survey in 2024 of 200 professionals who were currently using CRM or had used CRM within the past year. We analyzed the results of this survey to determine the following rating criteria:
- User Experience (15%)
- Features (30%)
- Pricing (30%)
- Customer Support (15%)
- Reputation and Credibility (10%)
Visit the full CRM methodology page for more details on our rating system.
If you have feedback or questions about this article, please email the MarketWatch Guides team at editors@marketwatchguides.
