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The Best B2B CRM Software for 2024

Nutshell - the best B2B CRM software for sales teams

Are you a business-to-business (B2B) company looking to level up your sales with a customer relationship management (CRM) platform? You’re in luck because we have the ultimate list of the best B2B CRM software options for 2024!

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, including 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 in 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 can significantly 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 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 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.

Looking for an easy-to-use CRM with all the features you need to boost sales?

Nutshell has what you’re looking for.

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B2B vs. B2C CRM systems

B2B companies serve other companies, while B2C involves selling directly to consumers. These markets differ in their audience, processes, products, and marketing strategies.

In B2B CRM systems, the emphasis is on efficiently managing individual leads while tracking extensive lead-specific data. This data is instrumental in predicting lead behavior and assessing their financial readiness. On the other hand, B2C CRM systems prioritize compiling data for target groups to facilitate broader analyses.

The 6 best B2B CRM software options for 2024

Check our top picks for the best CRM software for B2B companies below:

B2B CRM PlatformBest for:Pricing
NutshellB2B companies looking for an all-in-one CRM solutionStarting at $16 per user per month
ZohoB2B companies that want robust analytics and reporting featuresStarting at $18 per user per month
PipedriveB2B teams looking for a CRM with a mobile appStarting at $14 per user per month
FreshsalesB2B companies looking for lead segmentation solutions based on their company industryStarting at $9 per user per month with a free plan available
CopperB2B companies that need a CRM that integrates with Google WorkspaceStarting at $29 per user per month
InsightlyB2B sales teams that need project management toolsStarting at $29 per user per month with free plan available

1. Nutshell

nutshell b2b crm homepage

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. 

nutshell’s b2b crm sales boosting features

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

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2. Zoho

zoho b2b crm homepage

Pricing: Starting at $18 per user per month

Free trial available: 15-day free trial

Help and support: Self-help guides, training, 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 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: 

  • Workflow automation
  • Deal tracking and management
  • Lead scoring and management
  • Sales process builder
  • Social media monitoring 
  • Sales forecasting reports

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

pipedrive b2b crm homepage

Pricing: Starting at $14 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

freshsales b2b crm homepage

Pricing: Starting at $9 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

With Freshsales, you can segment your leads based on their industry, making it easy to identify your high-value leads

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

copper b2b crm homepage

Pricing: Starting at $29 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

insightly b2b crm homepage

Pricing: Starting at $29 per user per month with a 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 helpful project management tools that make handling projects and tasks a breeze. 

With Insightly, you can convert deals into ongoing projects to 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 scale to accommodate growing 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 essential 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 simplify managing leads throughout the sales pipeline. It should enable you to monitor the progress of potential deals, assign ownership, and prioritize actions based on the sales cycle stage.
  • 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.

Best practices for effective B2B CRM management

In the world of B2B CRM, employing effective strategies is essential to driving growth and enhancing customer satisfaction. Here are some core best practices to optimize your CRM efforts:

  • Data-driven approach: Use data analytics tools for insights. Keep your database clean and centralized.
  • Segmentation: Group customers by factors like industry and size and create tailored campaigns and strategies.
  • Customer journey mapping: Map customer interactions. Identify and improve pain points and use tech for better experiences.
  • Communication and collaboration: Foster effective communication and collaboration among departments such as sales, marketing, and customer support.
  • Automation: Invest in CRM software with automation capabilities to streamline repetitive tasks and processes.

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Access the best B2B CRM software with Nutshell

Finish your search for the best CRM for B2B companies with Nutshell

Nutshell is a hassle-free CRM platform that gives 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!

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