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Data Quadrant Awards 2023

Customer Relationship Management - Small Business


SoftwareReviews names ConvergeHub, Less Annoying CRM, and Pipeliner CRM as Customer Relationship Management - Small Business Data Quadrant Award Winners.


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Customer Relationship Management - Small Business

Data Quadrant

Data Quadrants are proudly founded in 100% user review data and are free of traditional "magical" components such as market presence and analyst opinion, which are opaque in nature and may be influenced by vendor pressure, financial or otherwise.

The SoftwareReviews Data Quadrant evaluates and ranks products based on feedback from IT and business professionals. The placement of a software in the Data Quadrant indicates its relative ranking as well as its categorization.

Read The In-Depth Report

A thorough evaluation and ranking of all software in an individual category to compare software across every dimension.

  • user satisfaction rankings
  • |
  • vendor capability comparisons
  • |
  • business value scores
  • |
  • individual feature evaluations
  • |
  • emotional connection to products
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30+ pages

Customer Relationship Management - Small Business Data Quadrant

Note Software product placement is based on the scores provided by users, recency of the reviews, and review volume. Axes are dynamically adjusted based on the minimum and maximum values in the data set.

Evaluate the Complete

Software Experience

When distilled down, the software experience is shaped by both the experience with the software and the relationship with the vendor. Evaluating enterprise software along these two dimensions provides a comprehensive understanding of the product and helps identify vendors that can deliver on both.

Product Features and Satisfaction

The satisfaction is captured in the overall satisfaction score, which is driven by the likelihood of users to recommend the software, combined with user satisfaction across top product features.

Vendor Experience and Capabilities

The vendor relationship is calculated in a weighted average of the satisfaction scores tied to vendor capabilities (e.g. software implementation, training, customer support, product roadmap) as well as emotional response ratings toward the vendor (e.g. trustworthy, respectful, fair).

Gold Medalists


ConvergeHub Inc

ConvergeHub

ConvergeHub offers a customer relationship management (CRM) and sales and marketing automation system for small and midsize businesses. With it, businesses can store contact lists, build and run targeted campaigns and manage sales activities and leads.

9.0

Composite
Score

Composite
Score

+95

Emotional
Footprint

Emotional
Footprint

94%

Likeliness to
Recommend

Likeliness
to Recommend

Badge Winner
35Reviews

Less Annoying CRM

Less Annoying CRM

A simple CRM built just for small businesses. Thousands of small businesses use Less Annoying CRM to manage contacts, track leads, and stay on top of follow-ups.

8.9

Composite
Score

Composite
Score

+94

Emotional
Footprint

Emotional
Footprint

97%

Likeliness to
Recommend

Likeliness
to Recommend

Badge Winner
15Reviews

Pipeliner

Pipeliner CRM

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own.

8.8

Composite
Score

Composite
Score

+91

Emotional
Footprint

Emotional
Footprint

91%

Likeliness to
Recommend

Likeliness
to Recommend

Badge Winner
46Reviews

Vendor Capability Awards


Availability and Quality of Training

ConvergeHub

Badge Winner

Breadth of Features

monday.com

Badge Winner

Business Value Created

Daylite

Badge Winner

Ease of Customization

Agile CRM

Badge Winner

Ease of Data Integration

Keap

Badge Winner

Ease of IT Administration

Less Annoying CRM

Badge Winner

Ease of Implementation

Agile CRM

Badge Winner

Product Strategy and Rate of Improvement

Agile CRM

Badge Winner

Quality of Features

Agile CRM

Badge Winner

Usability and Intuitiveness

ConvergeHub

Badge Winner

Vendor Support

Less Annoying CRM

Badge Winner

Vendor Capability Awards


Availability and Quality of Training

ConvergeHub


Breadth of Features

monday.com


Business Value Created

Daylite


Ease of Customization

Agile CRM


Ease of Data Integration

Keap


Ease of IT Administration

Less Annoying CRM


Ease of Implementation

Agile CRM


Product Strategy and Rate of Improvement

Agile CRM


Quality of Features

Agile CRM


Usability and Intuitiveness

ConvergeHub


Vendor Support

Less Annoying CRM


Other Evaluated Vendors


Keap (formerly Infusion Software Inc.)

Keap

Ditch the spreadsheet with Keap’s client management system. House all your client activity and communications in one place. Let Keap’s client management software handle the follow-up, update your client records, and get you paid, while you focus on providing great service.

8.6

Composite
Score

Composite
Score

+87

Emotional
Footprint

Emotional
Footprint

88%

Likeliness to
Recommend

Likeliness
to Recommend

16Reviews

ActiveCampaign

ActiveCampaign

It is a All-in-one marketing platform where the business grows, and saves time with a seamless experience. It is done through 3 main categories Email marketing, Marketing automation and Sales & CRM.

8.6

Composite
Score

Composite
Score

+94

Emotional
Footprint

Emotional
Footprint

88%

Likeliness to
Recommend

Likeliness
to Recommend

26Reviews

Nimble Inc

Nimble

Nimble is a simple, intelligent sales force automation and social CRM solution for small and midsize businesses. It automatically populates rich customer profiles and interaction histories from contact lists, email conversations and social media activity across a range of popular platforms. In addition to contact management and pipeline management features such as deal tracking, tasks and alerts, Nimble includes integrated social listening to keep customer profiles updated. This allows businesses to track which contacts are mentioning, following or engaging with them, or who are celebrating milestones.

8.5

Composite
Score

Composite
Score

+92

Emotional
Footprint

Emotional
Footprint

85%

Likeliness to
Recommend

Likeliness
to Recommend

59Reviews

vtiger

Vtiger One

Grow sales, improve marketing ROI, and deliver great customer service with the all-in-one CRM that grows with your business.

8.5

Composite
Score

Composite
Score

+87

Emotional
Footprint

Emotional
Footprint

87%

Likeliness to
Recommend

Likeliness
to Recommend

28Reviews

Insightly , Inc.

Insightly CRM

We designed Insightly as a simple to use yet powerful CRM system for small business. With integrations to Google Apps, Office 365, MailChimp, and major social media sites; great mobile apps for tablets and smart phones; and easy access to a REST API for custom integration, Insightly is the leading small business CRM.

8.5

Composite
Score

Composite
Score

+88

Emotional
Footprint

Emotional
Footprint

84%

Likeliness to
Recommend

Likeliness
to Recommend

58Reviews

Agile CRM

Agile CRM

Agile CRM is a fully integrated sales, marketing and service suite – an All-in-One CRM for small businesses with full sales, marketing and service automation functionality. Agile CRM is the comprehensive, end-to-end CRM that delivers sales, marketing and support automation to help small and medium businesses manage all parts of a customer journey, from a single platform, in order to drive sustainable, scalable growth.

8.5

Composite
Score

Composite
Score

+84

Emotional
Footprint

Emotional
Footprint

84%

Likeliness to
Recommend

Likeliness
to Recommend

18Reviews

Freshworks

Freshsales

Freshsales provides a solution which allows you to make calls, send emails, schedule tasks and book meetings all from within the platform, enabling more sales throughout the process.. Communicate with relevant context, personalize follow-ups, and automate routine tasks with Freshsales.

8.4

Composite
Score

Composite
Score

+90

Emotional
Footprint

Emotional
Footprint

83%

Likeliness to
Recommend

Likeliness
to Recommend

79Reviews

Salesforce.com Inc

Salesforce Essentials

Sell more at record speed with Sales Cloud Essentials — and leave data entry in the dust. With Salesforce, speed, intelligence, and personalization doesn't stop at the desktop. Access and update your data anytime with the Salesforce mobile app. Easily follow up on leads, identify key contacts, and more. See an easy, customizable view of of all your sales details in Lightning, the latest version of Salesforce.

8.4

Composite
Score

Composite
Score

+88

Emotional
Footprint

Emotional
Footprint

85%

Likeliness to
Recommend

Likeliness
to Recommend

38Reviews

Marketcircle

Daylite

Daylite helps you and your team to manage more clients, close more deals, and finish more projects. Daylite is available exclusively for Mac, iPhone, and iPad and works seamlessly with many of the built-in Apple apps such as Apple Contacts, Apple Calendar, Apple Mail, Siri, Notification Centre, and more!

8.4

Composite
Score

Composite
Score

+83

Emotional
Footprint

Emotional
Footprint

89%

Likeliness to
Recommend

Likeliness
to Recommend

41Reviews

Copper

Copper

A Google-recommended CRM, Copper integrates and works seamlessly with your Gmail, Calendar and Drive so you never have to switch tabs to add contacts, track emails, find files and manage tasks in your marketing and sales process.

8.3

Composite
Score

Composite
Score

+87

Emotional
Footprint

Emotional
Footprint

85%

Likeliness to
Recommend

Likeliness
to Recommend

78Reviews

monday.com

monday.com

A tool that works for you, Not the other way around. monday.com is a tool that transforms the way teams work together. Our mission is to help teams build a culture of transparency, empowering everyone to achieve more and be happier at work. We're obsessed with building an excellent product, and our goal is to create a tool that people will love to use—one that’s fast, beautiful, responsive, and makes your life easier.

8.3

Composite
Score

Composite
Score

+84

Emotional
Footprint

Emotional
Footprint

86%

Likeliness to
Recommend

Likeliness
to Recommend

36Reviews

Pipedrive

Pipedrive

Founded in 2010, Pipedrive is the first CRM platform developed from the salesperson’s point of view. Inspired by proven methods of experienced sales people, Pipedrive engineers developed a platform that helps salespeople and teams focus on learning and repeating their most effective process to close deals. By bringing together the tools and data, the platform focuses sales professionals on fundamentals to advance deals through their pipelines. Pipedrive's goal is to make sales success inevitable - for individual sales people and teams.

8.3

Composite
Score

Composite
Score

+85

Emotional
Footprint

Emotional
Footprint

86%

Likeliness to
Recommend

Likeliness
to Recommend

189Reviews

Really Simple Systems Ltd.

Really Simple Systems

“Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for small and mid-sized organizations yet also perfect for larger teams, our CRM is super-easy to set up and simple to use. There’s a customizable Sales CRM, plus options for Marketing and Service tools and further integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth.”

8.0

Composite
Score

Composite
Score

+85

Emotional
Footprint

Emotional
Footprint

82%

Likeliness to
Recommend

Likeliness
to Recommend

75Reviews

Zendesk

Zendesk Sell

Zendesk Sell (formerly Base) is sales force automation software to enhance productivity, processes, and pipeline visibility for sales teams. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling. Sell eliminates the friction from deal updates so reps and management are always able to access, analyze, and collaborate on relevant deal data.

7.7

Composite
Score

Composite
Score

+77

Emotional
Footprint

Emotional
Footprint

71%

Likeliness to
Recommend

Likeliness
to Recommend

32Reviews

For the full press release, click here. For the full list of vendors in this space, click here.

About Gold Medal Awards and Software Reports

SoftwareReviews Gold Medal Awards recognize outstanding vendors in the technology marketplace as evaluated by their users. Gold Medals are the capstone of an in-depth software evaluation report, and awarded using a proprietary, transparent methodology based on a composite satisfaction score that averages four different areas of evaluation: Net Emotional Footprint, Vendor Capabilities, Product Features, and Likeliness to Recommend. The Net Emotional Footprint Score measures user emotional response ratings of the vendor (e.g. trustworthy, respectful, fair).

Software Reports present comprehensive evaluations of software vendors on the above elements. Software buyers can use this data to make more informed, data-driven software purchasing and renewal decisions.

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