7 Best CRM Solutions For B2B in 2024

In the world of B2B sales, logic reigns supreme. Every interaction, every negotiation, is a calculated move towards a well-defined goal.

But even the sharpest minds need the right tools. That’s where your CRM comes in, and in the B2B arena, a one-size-fits-all approach simply won’t cut it.

More than just contact lists and email automation, B2B CRMs need to be powerhouses of data and strategy. They need to handle complex stakeholder relationships, navigate intricate written communication, and enable you to negotiate like a seasoned pro.

With countless options flooding the market, finding the perfect CRM solution will be extremely challenging. That’s why, we’re going to introduce you to 7 of the best B2B CRM solutions in this blog post.

What is a B2B CRM?

B2B CRM systems are software tools specifically designed to handle the intricacies of B2B customer interactions and lengthy sales cycles.

Unlike B2C CRMs, which cater to quicker, smaller transactions, B2B CRMs prioritize fostering personalized relationships and communication, focusing on managing your more valuable deals within the system.

What are the Main Benefits of Employing CRM For B2B?

Implementing a CRM tool can address key challenges in managing B2B relationships, leading your team to focus on building long-term client connections.

B2B CRM software can offer advantages for businesses such as:

• Streamlined Workflows: CRM automation capabilities can handle repetitive tasks, like data entry, reminders, and follow-ups, to free up your team’s time for strategic activities.
• Centralized Data Management: A CRM consolidates client information (emails, pain points, interactions) into a single platform, facilitating context-rich conversations and informed sales pitches.
• Sales Process Insights: Built-in CRM reports provide comprehensive sales activity data that allow you to identify strengths, weaknesses, and conversion bottlenecks, and optimize your sales process.
• Targeted Marketing Campaigns: CRM segmentation features enable you to categorize contacts based on various criteria (location, browsing habits, purchase history) and tailor campaigns for improved communication and sales conversion.
• Collaborative Sales Pipeline: A visual CRM pipeline offers a centralized view of deals and their progress throughout the sales cycle. This facilitates collaboration across marketing, sales, and support teams, leading to faster conversions.

Top 7 CRM Tools For Your B2B

CRM has grown rapidly in the past few years. In 2022, it reached a substantial $58.82 billion and is projected to surge by 14% to reach a whopping $163.16 billion by 2030.

The CRM landscape is vast and diverse. From sleek, AI-powered options to budget-friendly workhorses, there’s a CRM out there for every team and every need.

Learn more: ERP vs. CRM: Which is the Right One For You?

So, if you’re searching for the best CRM tools to turbocharge your sales team, make sure to check out these CRM solutions:

1. HubSpot
2. Pipedrive
3. Salesforce
4. ClickUp
5. ActiveCampaign
6. Freshsales
7. Nutshell

HubSpot CRM

Designed for B2B sales and marketing teams, HubSpot CRM provides tools to streamline workflows, track email interactions, and manage sales pipelines. It includes a free tier with access to select features, including reports and pipeline management.

Main Features

• Email Automation: HubSpot CRM offers email scheduling capabilities for targeted lead nurturing campaigns.
• Advanced Lead Segmentation: Lead data can be segmented and filtered based on specific parameters for personalized sales approaches.
• Comprehensive Lead History: Complete lead histories are available for personalized campaign development.
• Visual Sales Pipeline Customization: A visual drag-and-drop interface allows for building and customizing your sales pipeline.
• Performance Monitoring and Insights: Individual and team performance data is available for insightful decision-making.

Pros

• HubSpot has a free plan that offers access to core contact management and data storage for 1 million records.
• It provides features for sales, marketing, customer service, and content management in the paid CRM Suite.
• HubSpot includes AI tools for marketing strategies and task automation.

Cons

• Paid plans are costly.
• Advanced features like payment processing, sales automation, and calling are only available on the paid plans.
• It doesn’t offer UI customization options.

Pipedrive

Developed with small businesses in mind, Pipedrive is a CRM solution known for its ease of use and setup, often drawing comparisons to Salesflare.

Established in 2011 as a counterpoint to enterprise-oriented tools like Salesforce, Pipedrive prioritizes streamlining B2B sales processes.

Learn more: 7 Best CRM Solutions For B2B in 2024

While effective in its core functionality, it might fall short of some modern features available in other platforms within the same space.

Main Features

• Pipedrive offers comprehensive lead and deal management features, including customizable sales pipelines with deal-rotation indicators.
• Pipedrive also allows for product catalog management, file attachments on records, and team collaboration through mentions and comments.
• Pipedrive offers robust reporting and tracking functionalities for deals, team activity, and goal monitoring.
• Users can further customize their experience through the app marketplace and built-in web forms.
• Pipedrive provides sales forecasting capabilities.

Pros

• Pipedrive’s built-in sales assistant helps you gain valuable insights and progress updates on your sales campaigns.
• You can connect Pipedrive to your preferred tools and develop custom functionalities using the free API key.
• Pipedrive manages leads and deals with a comprehensive set of tools, making it a reliable choice for direct sales teams.
• Pipedrive generates professional proposals with ease using auto-fillable documents, open tracking, and e-signature capabilities.

Cons

• Unlike some competitors, Pipedrive doesn’t offer a free plan.
• The variety of pre-designed marketing email templates is limited.
• Users may occasionally experience glitches or sluggishness within the platform.

Salesforce CRM

Salesforce is a CRM tool that offers a comprehensive view of your customers and prospects. By consolidating data on their history, preferences, and interests, it enables you to have more contextually relevant conversations and personalize your interactions.

Additionally, customizable reports and multiple pipeline views provide insights and tracking capabilities for your sales campaigns.

Main Features

• Social Media Insights: Salesforce helps you get valuable insights into customer behavior by monitoring their social media activities within the platform.
• Customizable Forecasting: You can easily create and modify sales forecasting reports using drag-and-drop functionality.
• Automated Lead Scoring and Routing: With Salesforce, you can set up automatic lead scoring to prioritize leads and route qualified ones to the appropriate agents.
• Workflow Automation: Salesforce automates repetitive tasks and processes for different stages of the sales pipeline.
• Collaborative Sales Hub: Salesforce allows you to track all activities and collaborate on opportunities in a real-time social feed.

Pros

• Salesforce offers a mobile app that facilitates convenient prospect engagement and task management.
• An interactive and graphical dashboard provides a clear visualization of campaign performance and engagement metrics.

Cons

• Multi-tab usage can lower system responsiveness.
• Some functionalities require developer support for implementation or customization.

ClickUp

ClickUp provides a unified platform for streamlining both B2B CRM and sales project management. The platform features comprehensive tools for visualizing and managing your sales pipeline, while its robust CRM suite offers functionalities to improve customer engagement.

Learn more: 10 Best CRMs For Hotel in 2024

Main Features

• Extensive Template Library: Access over 1,000 pre-designed templates for project management, marketing, sales, and other team roles.
• Integrated Documentation: ClickUp Docs enables seamless collaboration on ideas, planning, and execution within the platform.
• Rich Integrations: You can expand ClickUp’s capabilities with over 1,000 third-party integrations for various tools and services.
• Native AI Assistant: ClickUp AI uses artificial intelligence to automate tasks, including generating lead emails, creating presentations and pitches, and suggesting insights.
• Cloud-Based Accessibility: With ClickUp, you have the option to work from anywhere and access your ClickUp workspace with cloud-based accessibility.

Pros

• Workspaces can be highly customized to fit specific B2B needs and workflows.
• The free plan offers access to workflow automation tools, unlimited tasks, and email management capabilities.
• ClickUp provides multiple data viewing options, including tables, timelines, Gantt charts, and calendars.

Cons

• Since ClickUp isn’t a traditional CRM system by default, replicating CRM features requires significant customization within the workspace.
• ClickUp doesn’t include a built-in telephone system.
• Advanced dashboard reporting and team goal-tracking features are only available in the paid plans.

ActiveCampaign

ActiveCampaign is a CRM solution that allows you to interact with customers across their buying journey through email, social media, landing pages, and forms. It also integrates machine learning capabilities into your marketing efforts.

Main Features

• Multi-channel Customer Engagement: ActiveCampaign enables you to reach and interact with customers across various channels like email, social media, landing pages, and forms.
• Streamlined Sales and Marketing Automation: ActiveCampaign automates repetitive tasks and workflows for improved efficiency in both sales and marketing processes.
• Personalized Communication: Using machine learning-powered features like Predictive Sending and Predictive Content, ActiveCampaign helps you deliver personalized messages at optimal times and with relevant content.
• Customizable Reporting and Insights: It allows you to have a deeper understanding of customer behavior with custom reports and data visualizations.

Pros

• ActiveCampaign allows you to define lead scoring rules based on various parameters like website visits, email engagement, and form submissions for accurate qualification.
• You can connect ActiveCampaign with numerous external applications.

Cons

• ActiveCampaign has a steep learning curve.
• While reporting features exist, there’s potential for improvement in terms of data accessibility and customization.

Freshsales

Freshsales CRM offers flexibility and customization for B2B businesses. Unlike one-size-fits-all solutions, it allows you to tailor currencies, languages, and even the business modules used, making it adaptable to your specific needs.

This flexibility, along with its built-in phone dialer, can be particularly beneficial for service businesses.

Main Features

• Tailored CRM Experience: Freshsales provides you with the option to customize currencies, languages, and even business modules to fit your specific B2B needs.
• Integrated Phone Dialer: Freshsales allows you to connect directly with customers through the built-in cloud phone.
• AI-Powered Insights: You can use Freddie AI for smart suggestions on sales process optimization and deal forecasting.
• Visual Workflow Management: With Freshsales, you can manage your sales pipeline and deals efficiently with dedicated features and visual representations.

Pros

• Freshsales provides a robust and user-friendly module for managing business clients without any cost.
• The free plan offers valuable features like phone integration, custom data fields, sales dashboards, quote generation, and workflow automation.
• You can connect with customers across multiple channels, including phone, live chat, email, text messaging, messaging apps, and AI chatbots.

Cons

• The free plan restricts access to only three users.
• Advanced features like automated profile enrichment are only available in the higher-tier Enterprise plan.
• Creating dedicated teams for managing deals can be costly due to subscription limitations.

Nutshell CRM

Designed for B2B teams, Nutshell is a CRM system that aims to streamline lead management and conversion. It offers a flexible pipeline with board, list, and chart views for comprehensive insights into your contacts.

Moreover, Nutshell allows for the automatic triggering of personalized email sequences to engage prospects, and it provides insightful reports for analyzing campaign performance and identifying potential issues.

Main Features

• Customizable Templates: Nutshell offers customizable templates and pipelines to adapt the platform to your unique B2B sales workflows.
• Multiple Data Perspectives: Nutshell provides various views within the pipeline.
• Enhanced Team Visibility: You can centralize team communication within Nutshell, allowing everyone to stay informed and collaborate effectively.
• Real-Time Deal Updates: Nutshell gives you the option to receive immediate notifications whenever new deals arise.

Pros

• Nutshell allows convenient import of contacts and emails from various platforms.
• Nutshell automatically gathers social media information, enriching your contact records and providing valuable insights.

Cons

• Users may occasionally encounter glitches within the B2B CRM software.
• The current functionality of the Nutshell mobile app is limited.

BSUPERIOR – Tailoring CRM Solutions For Your Unique Business Needs

Navigating today’s competitive business environment requires a CRM system tailored to your specific needs. BSUPERIOR specializes in developing custom CRM software solutions to optimize customer interactions, streamline sales processes, and drive business growth.

We move beyond one-size-fits-all solutions. Instead, we collaborate closely with your team to understand your unique goals and challenges, then design and develop a custom CRM that empowers you to achieve them.

With BSUPERIOR, you can be confident that your CRM is built to fit your specific business, not the other way around. We are committed to delivering exceptional customer service and ongoing support, ensuring you have the resources to maximize the value of your CRM solution.

If you’re looking to build a custom CRM that fuels your business growth, contact us today to discuss how our expertise can help you achieve your goals.

Final Words

It goes without saying that effectively engaging B2B clients requires a specialized CRM solution. This solution should cater to your specific customer journey, enable you to engage across various channels, automate workflows, and provide deep insights into your sales and marketing performance.

We hope that the information provided above will help you select a CRM solution that best positions your company for success.