You’re in luck because we’ve got the ultimate list of the best B2B CRM software options for 2023 on this page!
Keep reading to see our top picks!
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What is B2B CRM software?
B2B customer relationship management (CRM) tools are a type of software that helps business-to-business companies manage their communication and relationships with their customers, potential customers, and other contacts. CRMs can assist with sales, marketing, and customer support and includes features like contact data management, sales automation, and reporting.
Why is CRM software important for B2B companies?
CRM (Customer Relationship Management) software is important for B2B companies for several reasons:
Improved communication with customers: CRM software tracks every interaction you have with your customers, giving your whole team an understanding of each relationship. This background knowledge helps you communicate more effectively, increasing customer loyalty. This is especially important for B2B companies as they likely have many contacts at one business.
Improved sales management: B2B CRM software helps you visualize, organize, and automate your sales process. This helps you keep track of opportunities and close more deals. B2B companies especially can benefit from these features due to the more complex B2B sales cycles.
Improved lead generation: Many CRMs also include marketing features, such as email marketing, that assist with generating more leads to fill your sales funnel.
Data-driven insights: With all of your customer data in one place, you can analyze it with the built-in reporting and analytics features available in many CRMs. These analyses provide insights B2B companies can use to improve their sales and marketing processes.
Enhanced collaboration: CRMs enable collaboration between your sales, marketing, customer support, and other teams. All of your team members can access the same data and stay updated on lead status, conversations with customers, and more.
Increased efficiency: Keeping your customer data and sales process organized in a CRM helps keep your team on the same page and operating efficiently. Automation features can also take time-consuming tasks off of your teams’ hands.
The 6 best B2B CRM software options for 2023
Check our top picks for the best CRM software for B2B companies below:
B2B sales teams that need project management tools
Starting at $29 per user per month with free plan available
1. Nutshell
Pricing: Starting at $16 per user per month
Free trial available: 14-day free trial
Help and support: Dedicated support team via live chat and email for all plans
Best for: B2B companies looking for an all-in-one CRM solution
First on our list of the best CRM software for B2B companies is Nutshell.
Nutshell is well-known for its easy-to-use interface and hassle-free features, making it a breeze for any team to navigate and maximize their sales with every feature.
With Nutshell, you can access all the best CRM features and capabilities you need in one single platform. Nutshell also functions as a sales engagement platform, tracking customer interactions to help your team sell more effectively. Here’s a quick snapshot of some of Nutshell’s sales-boosting features:
Help and support: Self-help guides, trainings, webinars, and live customer support with an extra purchase
Best for: B2B companies that want robust analytics and reporting features
Zoho is an excellent CRM for B2B companies that are looking for detailed analytics and reporting functionalities.
This platform is most popular for its artificial intelligence (AI) and sales analytics tools, helping you to evaluate the success of your sales processes and strategies.
Here are a few more features you’ll receive with Zoho:
If your team needs a CRM platform that enables them to track the results of your sales processes so you can improve your results in the future, Zoho might be the platform for you.
3. Pipedrive
Pricing: Starting at $14.90 per user per month
Free trial available: 14-day free trial
Help and support: 24/7 live chat support for all plans, phone support for enterprise plans, and a community forum
Best for: B2B teams looking for a CRM with a mobile app
Pipedrive offers a handy mobile app, making it a great CRM for B2B companies that need to keep track of their leads and deals on the go.
This CRM platform also features a user-friendly interface so you and your team can easily use each feature to your advantage.
Pipedrive also comes equipped with these additional features:
Email marketing capabilities
Email tracking and reports
Sales insights and reporting templates
Visual pipeline workflows
Integration with third-party apps and tools
If you want to track your leads and create more sales opportunities while you’re on the go, Pipedrive is a great CRM software option for you.
4. Freshsales
Pricing: Starting at$15 per user per month with a free plan available
Free trial: 21-day free trial
Help and support: 24/5 customer support via email, live chat, and phone
Best for: B2B companies looking for lead segmentation solutions based on their company industry
Next on our list of the best CRM software for B2B companies is Freshsales.
Additionally, you can also segment your leads based on their location and company size. Here are a few more features you can enjoy with Freshsales:
Marketing campaign, deal insights, and sales performance reports
Customized sales pipelines and workflows
Lead lifecycle stage tracking
Automatic lead assignment to sales reps
Code-free web forms
Email templates
Looking for the best CRM for B2B companies that need to segment their leads? Freshsales could be the CRM for you.
5. Copper
Pricing: Starting at $23 per user per month
Free trial available: 14-day free trial
Help and support: 24/7 live chat support and community forum
Best for: B2B companies that need a CRM that integrates with Google Workspace
The fifth pick in our list of the best B2B CRM software options for 2023 is Copper.
Copper seamlessly integrates with Google Workspace, making it a great fit for teams that use Google products.
For example, you can automatically sync your Gmail inbox, instantly access your Google Calendar meetings, and attach and view files from Google Drive all in one single platform.
Copper also has the following features:
Workflow automation
Contact organization and management
Sales task automation
Project management tools
Mobile app access
Copper is the perfect choice for you if you need a CRM that integrates with your Google Workspace tools.
6. Insightly
Pricing: Starting at $29 per user per month with free plan available
Free trial available: 14-day free trial
Help and support: Self-help guides and trainings
Best for: B2B sales teams that need project management tools
Last on our list of the best CRM software for B2B companies is Insightly.
Insightly comes equipped with useful project management tools that make handling projects and tasks a breeze.
With Insightly, you can convert deals into ongoing projects so you can stay in touch with your clients throughout their journey with your company.
This B2B CRM platform also comes equipped with the following features:
Email list segmentation
Email open rate tracking
Relationship mapping and contact information syncing
Custom reporting
Lead tracking and management
Need a CRM that helps you keep track of all your clients and manage ongoing projects? Check out Insightly.
What makes the best B2B CRM software?
Needs vary from business to business, but here are a few of the most important things to look for in a B2B CRM:
Customization and flexibility: B2B companies often have specific processes and terminology. The best CRM systems are customizable and can align with the company’s unique workflows and needs.
Ease of use: When a CRM is easy to navigate and use, your team can get more value from it more quickly.
Scalability: A B2B CRM system should be able to scale to accommodate a growing number of accounts, contacts, and interactions as the B2B company expands.
Customer support: Even with the most intuitive CRM system, you’ll likely need customer support at some point. Look for a CRM tool that offers friendly, helpful support.
Integration capabilities: B2B companies often use many different tools, so it’s important that their CRM software can integrate the other tools and systems they use.
Of course, one of the most important things to consider when choosing a CRM is the features included. Some of the most essential CRM features for B2B companies are:
Contact management: Your CRM should enable you to manage information about individual contacts and the businesses you work with. You should have access to details like company size, industry, location, and key contacts.
Pipeline management: Your CRM should make it easy to manage leads throughout the sales pipeline. It should enable you to monitor the progress of potential deals, assign ownership, and prioritize actions based on the stage of the sales cycle.
Sales analytics and reporting: Your CRM should generate dashboards and reports that provide insights into sales performance, conversion rates, deal sizes, and other key metrics.
Workflow automation: Your CRM should save your team time by automating routine tasks and processes, such as lead assignment, follow-up reminders, and data entry.
Marketing features: The best CRMs for B2B companies offer marketing features such as easy-to-use email marketing features.
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Finish your search for the best CRM for B2B companies with Nutshell.
Nutshell is a hassle-free CRM platform giving you and your sales team all the tools and resources you need to generate and convert more leads so you can drive revenue while creating exceptional customer service.
Don’t just take our word for it, though. Try Nutshell out for yourself by signing up for your free 14-day trial!
See Nutshell in action
Take a look around our powerful, easy-to-use CRM with a live demo!
