Best CRM Software Australia: Top Tools for 2024
Gain valuable insights into your customer’s needs with the best CRM software in Australia. To help you out, we have compiled the best 8 CRM systems for businesses in Australia. Here are the top 5:
Monday CRM
Pipedrive
HubSpot
Keap
Freshsales
The best CRM software in Australia makes it easy for businesses to provide better service, increase conversions, and build customer relationships. With the right tool, you can simplify and automate everyday tasks for your employees, improving productivity and teamwork in your company.
But choosing the right provider in Australia for customer relationship management might be a lot of work since many options are available. We've compiled a complete guide of the best 8 CRM systems to help your business achieve top-notch customer relationships.
Let's take a closer look.
Best CRM Software in Australia
Below are the 8 best CRM systems for businesses in Australia.
1. Monday CRM
Best Overall
- Highly customizable sales CRM solution.
- All plans have unlimited boards, contacts, and pipelines.
- The template center includes options for lead, deal, and contact management.
- Timesaving automation is easy to use.
- Software development tools are available.
- Automations are limited based on the pricing plan.
- Some security features are only available on the Enterprise plan.
Monday CRM offers all-around customer relationship management software coupled with project management features. This is the top choice on our list of CRM software in Australia as it stands out with its easy automation, smooth onboarding, lead scoring, and fantastic customization capabilities. Smaller teams can use a free forever plan.
Monday CRM is the best CRM software in Australia on our list, helping small and midsize businesses collect and score leads from any source. The customizable sales and project management tool comes with feature-rich plans that provide more than just CRM features. Users can enjoy an attractive interface and seamless onboarding when they get started.
Monday CRM provides extensive automation on all manual tasks, a wide range of CRM integrations, and an open API to help you centralize your sales pipeline. Client communication is easy with CRM software, which can automatically log sent images and provides you with personalized email templates for customers.
Key Features
Automation Recipes
Regarding setting automation, Monday Sales CRM does not require coding; you only need to set up if-then statements. You can use the marketing and sales automation recipes with third-party apps integrated with the software. Actions measure how many tasks you can automate, and each plan has a limited number of actions.
Lead and Work Management
You can use Monday CRM to track leads, assign them to sales representatives and manage them through the sales pipeline. Businesses on the Enterprise plan can take advantage of lead scoring that presents the most qualified leads based on a custom criterion. The project management suite in Monday.com is included with its CRM plans.
Development Tools
Monday CRM has different development tools for your software team to leverage. The tools assist in backlog management, sprint planning, application deployment, and code collaboration. There is an API built on GraphQL, allowing you to customize the CRM software to meet the specific needs of your business.
Ready-Made Templates
An extensive range of templates can be used for different sales management and CRM workflows. The templates are ideal for creating sales pipeline boards, although there is an option to build one from scratch. Some of the templates come with sales and marketing automation and integrations for easier use.
Pricing
- Unlimited Contacts
- Purchase Unlimited Seats
- Lead Web Forms
- CRM Templates
- 24/7 Customer Support
- Lead Management
- Deal Management
- Contact Management
- 250 Automations/Mo
- Integrations: 250 Actions/Mo
- Email Analytics & Automation
- Mailchimp & Hubspot Integration
- Sales Analytics and Forecasts
- 25000 Automations/Mo
- Integrations: 25000 Actions/Mo
- Automatic Lead Scoring
- Salesforce Integration
- Enterprise Reporting
- 250000 Automations/Mo
- Integrations: 250000 Actions/Mo
Learn more about Monday pricing or Monday review
Monday CRM provides a free forever plan for two seats and 1,000 contacts, suitable for beginners and small teams. The paid plans start at $12.5 per seat per month, and you can choose a minimum of three seats. If you pay yearly, you can save 18% on your purchase. Before you use the customer relationship management software, you can try it out with the 14-day free trial.
2. Pipedrive
Best for Sales-Focused Businesses
- Unlimited, customizable sales pipelines.
- Workflow automation on most plans.
- API is available for customization.
- ML sales assistant on all plans.
- Affordable paid plans.
- Limited reports and automation on most plans.
- Does not separate between leads and contacts.
Pipedrive is a cloud-based CRM software and our top choice for sales-focused small to medium businesses. The CRM system is designed for sales teams and offers ease and customization, with a pipeline management feature and an activity-based selling approach.
Pipedrive is one of the best CRM software for sales teams in Australia. Its proactive nature makes it stand out from other CRM systems on the list, which causes it to automatically track and manage emails and calls and sync schedules across all your devices.
Small and midsize businesses can benefit from the extensive customization and the features that allow you to visualize the sales process from beginning to end. This improves efficiency within sales teams. Plus, there are almost 300 integrations, a straightforward interface, and affordable pricing in this pipeline-centric CRM.
Key Features
Easy to Use
Pipedrive provides complete dashboard visibility of all sales pipelines. The user interface is clean and easy to use, displaying the details of your deals, progress, and next possible steps. This activity and goal feature allows you to track the pending sales activities in every pipeline after data entry.
Reporting Features
On Pipedrive, you can leverage the custom sales reporting tool that makes it easy to analyze customer data and generate reports. There are reports on the individual and team targets in the Statistics Tab. You can check the Live Dashboard for the status of your deals in different categories.
Seamless Integration
There are almost 300 integrations available in Pipedrive, including popular productivity and email marketing tools. These CRM tools include Zapier, Calendly, Zoom, Leadfeeder, Outlook, Yahoo, Gmail, and more. The mailing system integrates well; you can sell and receive emails from Pipedrive.
Variety of Add-Ons
Aside from integrations, you pay for add-ons from Pipedrive. One of the best options is the LeadBooster, which consists of lead generation tools like a chatbot, live chat, web forms, prospector, and scheduler. The pricing starts from $39 per company per month. Other add-ons include Web Visitors, Smart Docs and Campaigns.
Pricing
- Lead Management
- Deal Management
- Pipeline Management
- 300+ Integrations
- 24/7 Chat Support
- Custom Email Templates
- 30 Active Automations/User
- Email Tracking & Signatures
- Mass Emailing & Scheduling
- 10000 Opened Deals
- Unlimited Custom Dashboards
- 60 Active Automations/User
- Automated Deal Calculations
- Contact Timeline
- 100000 Opened Deals
- Unlimited Reports
- 100 Active Automations/User
- Unlimited Custom Fields
- Unlimited Teams
- Unlimited Opened Deals
Learn more about Pipedrive pricing
Pipedrive offers affordable pricing plans starting at $11.90 per user per month. There is a 17% discount when you pay annually. Although there is no free plan, there is a 14-day free trial to take advantage of. The price increases when you pay for the add-ons.
3. HubSpot
Best Easy-To-Use CRM
- Easy to use with automation and customization.
- There is a free CRM plan.
- Personalized email sequences for leads.
- Real-time notifications for lead management.
- Wide range of integrations.
- Pricier than other CRM systems on the list.
- Some features come with a learning curve.
While HubSpot is an expensive CRM software, it comes with many of the advanced features in the top options on our list. With a seamless user experience and a focus on digital marketing and help desk tools, your Australian business will get all it needs to relate with customers from this cloud-based platform.
HubSpot CRM is a top CRM marketing solution for companies of all sizes and types in Australia. With its feature-packed plans and easy-to-use interface, small to large businesses can benefit from this CRM software. With HubSpot, you can easily monitor leads, campaign with emails, and automate customer service processes. The cloud-based solution takes care of contacts and pipeline management.
One of the highlights of using HubSpot CRM is its integration with different products from HubSpot. Other HubSpot systems for marketing, sales, customer service, CMS, and operations are integrated automatically on all plans.
Key Features
Visual Dashboard Design
HubSpot stands out with its simple-to-use visual dashboard that gives its users a real-time sales funnel. The dashboard is customizable by adding and removing modules. There is an active area in the middle for you to work with, and you can automate processes with sequences and workflows.
Sales and Marketing Tools
There is a wide range of CRM tools for marketing and sales under HubSpot. The marketing automation platform provides lead generation, email templates, and sales tracking. You can handle sales and pipeline management and track deals with the sales tools.
HubSpot and Third-Party Integration
All HubSpot plans integrate with other HubSpot tools, all of which are available for sale on their own. You get all the starter plans for other HubSpot products from the entry-level plan. Third-party integration is possible, leaving you with many features to use in customer relationship management.
Easy Email Management
You can integrate your email with your HubSpot account, allowing for a wide range of CRM-related work directly in your inbox. You can track clicks and open rates, attach emails to record, and send emails directly from the software.
Pricing
- Unlimited Users
- 1 000 000 Contacts
- Contact Management
- Deal Management
- 5 Email Templates
- Sales Automation
- Remove Hubspot Branding
- 2 Deal Pipelines/User
- Unlimited Email Tracking
- 5000 Email Templates
- 5 User Accounts
- Additional User $90/Mo
- 15 Deal Pipelines/User
- Deal Scoring (5 properties)
- Salesforce Integration
- 10 User Accounts
- Additional User $120/Mo
- 100 Deal Pipelines/User
- Recurring Revenue Tracking
- Predictive Lead Scoring
Learn more about Hubspot pricing
When using HubSpot, you only pay for the resources that you use, and the price starts from $50 per month. The cost depends on the number of marketing contacts, paid users, and add-ons. You can spend less with the annual billing plan. There is a free HubSpot CRM for solopreneurs and micro-businesses.
4. Keap
Best for Small Businesses
- Combines sales and marketing automation tools.
- Automatically collect and score leads.
- All plans come with a customer success manager for easy use.
- Wide range of eCommerce business tools.
- Easy to set up a pipeline with the drag-and-drop interface.
- Most of the integrations come with a monthly fee.
- Contact-based pricing increases the cost.
Small businesses in Australia can benefit from Keap CRM, another top option on our list. The CRM system provides marketing automation and e-commerce tools for small businesses across various industries. There is a wide range of reporting and analytics tools, and teams can use the Keap app when working remotely.
Keap is our choice for the best small business CRM software in Australia, providing ease of use and a wide range of tools for eCommerce businesses. The small business CRM software combines sales and marketing tools with many features that online stores can use to get started.
There is a lot of marketing and sales automation available with Keap, as it states it saves its clients 10 hours per week by taking care of manual tasks like data entry, email follow-ups, recording leads, and sending texts. Getting started with the customer relationship management solution is simple, too, with a drag-and-drop interface on the sales pipelines and a customer success manager assigned to each user.
Key Features
Automate Repetitive Tasks
Automating manual tasks is easy on Keap with the when-then format. There's almost no limit to the tasks you can automate, helping you save time and focus on other tasks. Keap provides templates for invoice reminders, landing page leads, and deals.
Tools for Ecommerce Businesses
Small businesses focused on e-commerce can get started with this CRM system. Keap provides inventory management and order fulfillment tools. You can track the storefront activity, send quotes, receipts, and invoices, set up shopping carts, and use the native payment processing and invoicing tools.
Reporting and Analytics Tools
On Keap, you can run sales and marketing campaigns with personalized communication triggers and check analysis. There is an analysis of the emails you have sent, campaign performance, and return on investment data.
2,500+ Integrations
There is an impressive number of integrations available at Keap, with more than 2500 tools. For various functions, you can find third-party, partner-level, and certified integrations in the marketplace. Although these are the most on our list, they are expensive, unlike HubSpot, which provides free integrations.
Pricing
- 1500 Contacts & 2 Users
- Additional Users: $29/Each
- Automated Lead Capture
- Sales Pipeline Automations
- Robust Email Marketing Toolkit
- 2500 Contacts & 3 Users
- Additional Users: $29/Each
- 150 Custom Fields
- Marketing Analytics
- Lead Scoring
Learn more about Keap pricing
There are two primary plans offered by Keap, which are Pro and Max. You can pay monthly or save up to 20% and pay annually, with the price starting at $129 per month. The price depends on how many contacts you add, the lowest being 1,500. Larger businesses can get a quote on the Max Classic plan.
5. Freshsales
Best Budget CRM
- Proactive AI assistant providing insights.
- Customizable interface.
- Mobile app with call and voice notes features.
- Wide range of integrations with Freshworks and third-party tools.
- Ideal for managing your team.
- No reports in the free plan.
- Lead generation is only offered on the Enterprise plan.
Freshsales is a lightweight CRM software for businesses new to customer relationship management and anyone working with a budget. A generous free plan, affordable pricing tiers, customization, and an AI assistant allows companies to get started quickly.
Australian businesses on a budget who want to get started with CRM software will do great with Freshsales. The CRM system offers affordable packages for small teams with an intuitive interface. But even larger and more experienced businesses can take advantage of their robust payment plans.
On Freshsales, you can access a wide range of integrations, including solutions from Freshworks like Freshdesk and Freshcaller. There is an AI assistant for easy use, workflow automation, sales forecasting, and customer relationship intelligence features. You can extend the functions of Freshsales with the Freshworks Customer Success suite, which offers exceptional customer service tools.
Key Features
Contact and Account Management Tools
There is a wide range of tools for managing contacts on this CRM software. Freshsales allows you to view activity timelines and target contacts strategically with follow-ups. AI drives the contact scoring system, so it arranges leads based on their value.
Administration Features
If you're running a team, this small business CRM software makes it easy for you to collaborate. You can assign leads to sales reps in your team and customize alerts, sales activities, and reminders. There is a mobile app for sales and marketing teams that are always on the go.
Customer Communication Hub
You can easily communicate directly with contacts and clients from the Freshsales app, as it has built-in email and phone functionality. You can join Zoom meetings and set up live chat on your website to communicate with customers.
Customization and Automation
Freshsales is easy for your business, as the customer relationship management solution comes with custom sales pipelines based on different criteria. There are customizable email templates for various clients. You can design custom workflows to automate repetitive tasks based on event-based triggers.
Pricing
- Contact Management
- Workflow Automation: 20 Rules
- Deal Management
- Sales Dashboard
- Storage: 2GB/User
- 10 Multi-Sales Pipelines
- Workflow Automation: 50 Rules
- Sales Forecasting
- Tailored Mass Emails: 1000/Day
- Storage: 5GB/User
- Dedicated Customer Agent
- Workflow Automation: 100 Rules
- 5000 Free Bot Sessions
- Tailored Mass Emails: 5000/Day
- Storage: 100GB/User
There is a free plan available on Freshsales, and it comes with contact management, built-in chat, phone and email, contact lifecycle stages, and a mobile app. The paid plans start at $18 per user per month, with a 21-day free trial. You can save more when you pay annually.
6. Salesforce
Best for Scalability
Salesforce is next on our list of the best CRM software in Australia and is ideal for large and fast-growing businesses that need more advanced features. The CRM system comes with an impressive series of customization features and tailored workflows, all within one ecosystem. Salesforce places its CRM solutions under Sales Cloud.
The Salesforce Sales Cloud comes with a wide range of features, integrations, and add-ons, all organized in an attractive and intuitive interface. Although the initial setup takes time and requires some knowledge of IT, once you're done, you get customized and flexible CRM software with advanced features.
Key Features
Customization with CSS
You can customize the Salesforce CRM as much as you can. The simple way is to customize the dashboard, deal and contact fields, and email templates. But with some developer knowledge, you can use CSS to customize page layouts, add Apex triggers for automation, and use the app builder and the developer sandbox.
The Salesforce Ecosystem
Sales Cloud is one of the products in the Salesforce ecosystem, and they all integrate with the CRM. This allows businesses to adopt new features whenever they need them. Other products include Service Cloud, Commerce Cloud, Marketing Cloud, Quip, and Heroku.
Helpful Productivity Tools
Improving productivity in your team is easy with the Salesforce CRM. The software has a built-in task management solution that helps you build workflows and follow tasks. On the visual dashboard, you can check KPIs and track progress.
Wide Range of Integrations
The Salesforce AppExchange store is one of the highlights of the CRM system, offering a wide range of integrations and add-ons that your business can use to customize the software. Many of the add-ons are free too.
Pros
- Possible to customize every element.
- Generous entry-level plan.
- Powerful reporting features.
- Extensive range of integrations for extending functionality.
- Wide range of support materials and helpful community.
Cons
- Setting up the process is time-consuming.
- The pricing model is confusing.
Pricing
- Contact Management
- Lead Management
- Business Process Automation
- Web Form Capture
- Opportunity Management
- Pipeline Management
- Sales Orders Tracking
- Lead Registration
- Forecasting Mobile App
- Workflow Builder: 5 flows/org
- Opportunity Scoring
- Pipeline Insights
- Advanced Reporting
- Unlimited User Roles
- Unlimited Workflows
- Lead Scoring
- Predictive Sales Forecasting
- Conversation Insights
- Work Queue
- Salesforce Inbox
Salesforce Sales Cloud has different pricing tiers starting at $25 per user per month, billed annually. The highest plan is Unlimited and goes for $300 per user per month. You will spend more when you purchase add-ons, although there are some available for free. There is a 30-day free trial, the longest on our list.
7. Insightly
Best for Team Work
Insightly is one of the best CRM solutions in Australia, standing out with its team collaboration capabilities. Teams can easily collaborate and work together from anywhere with the sales management tool. With its easy-to-use design, Insightly offers colorful charts and customizable dashboards for you and your sales and marketing team.
On Insightly, you can easily streamline the entire business and its customer relationships. The software offers report scheduling and can integrate with other products from Insightly as well as third-party apps. The SaaS-based CRM solution is ideal for remote teams and small and midsize businesses.
Key Features
Collaboration on the Mobile App
Working with your team and communicating with clients is easy in the Insightly CRM app. The application allows you to take pictures of business cards and convert them to customer data on the CRM. There is a built-in dialer and a feature for audio notes.
Email Syncing
After setting up email syncing in Insightly, you can send emails from the system. There are different email templates you can create and edit and an email marketing automation tool that will trigger actions based on the response to the emails you receive.
Prebuilt Reports
There is an extensive list of prebuilt reports on Insightly, although there is no option to create them from scratch. If you want to, Microsoft Power BI is available on the software, and the reports can be integrated into Insightly.
Custom App Builder
If you need even more features on Insightly, the online CRM software allows you to create new apps within it. The apps can be set up with custom fields, validation rules, marketing automation tools, and reporting. After building the app, you can send it to your sales team.
Pros
- Access on the web or mobile with a cloud-based platform.
- Easily automate workflows.
- Integrates with third-party apps and Insightly products.
- Seamless user interface for easy to use.
- Highly customizable.
Cons
- Workflow automation is only on higher plans.
- The built-in dialer is only available as an add-on.
Pricing
The Insightly plans start at $29 per user per month, billed annually. There is a free plan for two users that helps in managing projects, sales, and contacts. There is the option to try it out for free or request a demo.
8. Zoho CRM
Best for Integrations
We're rounding up our list of the best CRM software in Australia with Zoho CRM, a reliable platform known for its seamless integrations with other Zoho tools and third-party apps. Zoho CRM is a fantastic entry-level CRM system that is highly scalable, making it great for small and growing businesses.
There is a free version for new businesses, and once you pay, you can easily automate tasks and track customers. Since it is easy to use, newcomers unfamiliar with CRM systems can start with Zoho CRM. There is Zia, their AI tool that helps you every step of the way.
Key Features
Customizable Views
Although Zoho CRM has a fantastic user-interface design, you can configure the views however you want. The Welcome page can be customized, and you can create multiple landing pages for yourself. Many core CRM modules are customizable, and you can choose views like Kanban or list.
Zoho Mobile
The CRM mobile app is available on Android and iOS and allows businesses to take care of tasks, scheduling, leads, and deals. There are deal analytics for you and your team and an intelligent route planning feature for those on the move.
Report Builder and Scheduler
The reporting feature on Zoho CRM is packed with different templates and settings, and you can easily organize reports. When you click Create Report, you can tick different filters, and Zoho will customize the report. You can even schedule it so that they regularly give you that type of report.
Workflow Automation
With if-then statements, you can set up automation on this small business CRM software. This states that when one thing happens, something else will trigger immediately. You can do this in the Workflow category under Settings.
Pros
- Integrated with third-party and Zoho tools.
- Free plan and affordable pricing plan.
- Workflow automation on all plans.
- Easy to use with the mobile CRM app.
- Integrated gamification features.
Cons
- AI is limited to expensive plans.
- No integrations on the free plan.
Pricing
- 3 Users
- Lead Management
- Deal Management
- 1 Webform/Module
- Integrations with Zoho Apps
- Sales Forecasting
- Mass Email: 250/day/org
- Lead Scoring
- 5 Webforms/Module
- 5 CRM Extensions
- Unlimited Custom Email Templates
- Mass Email: 500/day/org
- Data Import: 20000/batch
- 10 Webforms/Module
- 10 CRM Extensions
- Zia AI Assistant
- Mass Email: 1000/day/org
- Data Import: 30000/batch
- 20 Webforms/Module
- 20 CRM Extensions
- Data Storage: 5 Million Records
- Mass Email: 2000/day/org
- Data Import: 50000/batch
- 100 Webforms/Module
- 50 CRM Extensions
The pricing plans at Zoho CRM start at $18 per user per month when billed monthly, and you can save up to 34% when you pay annually. Aside from the standard plans, there is Bigin for solopreneurs, available on mobile, and Zoho CRM Plus for large businesses.
How to Choose CRM Software in Australia?
Although we've compiled the best CRM software for businesses in Australia, you should focus on getting one that meets the specific needs of your business. The first thing you should do is define your company's needs. Here are some other factors to consider:
User-Friendly and Easy Set Up
First, check whether the CRM software tool is easy to use and set up. And if it requires any expert help, do you have a professional team that can handle this? Small business CRM software is usually the easiest to use. Your entire sales and marketing team will use the tool, so you should consider how easy onboarding will be.
Customization and Automation
The best CRM systems allow for customization and marketing automation, so you should consider this when choosing software in Australia. Customizing the software will enable it to specifically meet the needs of your business in managing customer relationships. Those with API are ideal for development teams. Automation is equally essential as it saves time on different manual marketing and sales processes.
Customer Service
You will need help during and after CRM implementation into your business. So, ensure that the company provides reliable customer service teams on your pricing plan.
Tracking Touchpoints
When using sales CRM software, you should ensure that it organizes all customer data correctly, including leads, contacts, and opportunities. Your sales team can easily track progress if the CRM can interact with the entire customer lifecycle.
Budget
Many affordable CRM systems will still meet the needs of your company. Consider your budget before choosing between $15 and $5,000 per month. Australian small businesses on a budget can consider the cheapest CRM software instead.
Mobile Access
A mobile CRM is vital, especially in this age where most sales and marketing teams are remote or always working in the field. A mobile app makes it easy for you to relate with customers regardless of where you are.
Reporting
One of the primary purposes of CRM software is to help your company make informed decisions. So, ensure that the CRM provides excellent reporting features and different metrics that you can take advantage of.
Third-Party Integrations
It's a good idea to purchase a CRM that provides different integrations for your company to take care of. For one, check if it integrates with your team's tools.
FAQ
The best CRM solutions in Australia allow businesses to manage, track and organize customer relations. Rather than being limited to a spreadsheet, you can take advantage of a wide range of features that enhance customer retention and drive CRM strategies.
CRM software is used for managing customer relations, like storing marketing and sales data, tracking customer interactions, and staying in touch with clients. It is helpful for lead management, conversions, client communication, and anything related to your customers.
Depending on your CRM solution, it can go as low as $15 per month. Some companies require you to pay per user/contact monthly, increasing the cost. You have to consider the cost of add-ons. This CRM cost comparison can help you in your decision.
The best free CRM software for Australian businesses is Monday CRM, which is available for two users. It allows for a thousand contacts and comes with web forms. You can look for the best free CRM software running a small team.
Verdict: Best CRM Software Australia
Choosing the best CRM software in Australia might be tricky, but once you understand your business's needs and compare the market options, you can get the process rolling. With the right CRM software, you can grow customer relationships.
Before you pay for any plan, try the free trial or demo to get an idea of how it works. Check for the best customer relationship features like lead management, automation, tracking, real-time monitoring, and more. We considered these and more when compiling the best CRM solution for your Australian business.
Here are the best five options:
Before purchasing your CRM software in Australia, check out these resources to make data-driven decisions:
- What is CRM?
- Best CRM Software of 2022
- 7 Steps to Creating an Effective CRM Process
- What is a CRM Database?
- The Ultimate List of CRM Statistics for 2022
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Martin Luenendonk
Martin loves entrepreneurship and has helped dozens of entrepreneurs by validating the business idea, finding scalable customer acquisition channels, and building a data-driven organization. During his time working in investment banking, tech startups, and industry-leading companies he gained extensive knowledge in using different software tools to optimize business processes.
This insights and his love for researching SaaS products enables him to provide in-depth, fact-based software reviews to enable software buyers make better decisions.