Best CRM Software for Telemarketing
In a Nutshell
As a CRM expert, I make a point of testing, reviewing, and evaluating the latest CRM software on the market. I especially look at systems tailored for the telemarketing industry. This way, I find the best tools for managing clients, leads, and data effectively.
10 Best CRM Software for Telemarketing Shortlist
The following shortlist of CRMs is the best CRM for telemarketing.
- FiveCRM – Best CRM for telemarketing
- Zoho – User-friendly dashboard
- EngageBay – Best value for money for small businesses
- Pipedrive – Excellent inbound call center integrations
- Bitrix24 – Flexible solution with unified communication
- Apptivo CRM – Exceptional IVR Setup
- HubSpot – Ideal for analytics and segmenting leads
- CentraHub – Best for omnichannel communications
- Agile CRM – Excellent solution for outbound call centers
- Freshworks – Powerful CRM with robust workflow automation
Why Telemarketing Companies Need CRM Systems
In recent years, telemarketing has had to adapt to stay relevant in the marketing industry. One trend it adopted is embracing AI software. Others are machine learning and using omnichannel strategies.
It’s also increasingly implementing Interactive Voice Response Systems. These systems analyze big data to provide valuable insights. As these trends become more prevalent, companies can improve their call efficiency.
With call center CRM software at the helm, telemarketers can enhance their performance. It helps them navigate various clients efficiently. As such, they can discern the areas and customers that require their attention.
Telemarketing CRMs have multiple benefits. Basic benefits include monitoring calls, client engagement, and automating repetitive tasks. Exceptional call center systems even provide predictive dialing and call analytics. You’ll also find various third-party integrations with telemarketing software.
I explore the latest trends shaping the telemarketing industry to answer the question, “What’s the best CRM for telemarketing?”
Top 10 Best CRM Solutions for Telemarketing
Why I Like It
I love FiveCRM for telemarketing because it’s a system designed specifically for this industry. I’ll almost call it the best CRM for telemarketing campaigns. It delivers multiple tools that are ideal for call centers and can help you double your call productivity.
It offers various customization options, which means you can adjust the software to fit your requirements. It’s also one of the few CRMs that gets a cheaper user price the better the package. The following packages are available:
- Starter: $80/user/month (minimum three users)
- Advanced: $75/user/month (minimum 11 users)
- Intermediate: $70/user/month (minimum 26 users)
- Enterprise: $65/user/month (minimum 50 users)
Most Important Features for Telemarketing Companies
Telemarketers need various tools to help them efficiently complete their jobs. FiveCRM is one of the best in the industry at providing those tools, including the following features:
- Telemarketing Tools: The tools available specifically to the industry have multiple benefits. They decrease dial lag, simplify sales calls, and provide a progressive and preview dialer. The power dialer generates real-time client data, and there are up to 999 databases.
- CRM Software: The customizable CRM software delivers exceptional value to your business. You’re able to build a multi-tenant environment and gain access to powered analytics. Intelligent automation will streamline tasks so you can focus on clients and enhance customer engagement.
- Lead Generation: This tool lets you fill the funnel as you convert leads to new customers. Gain visibility to in-depth client analytics and data, and create metrics with which to score your leads. Enhance your lead capture and gain real leads in real-time.
Pros
- Telemarketing-specific tools
- Highly customizable CRM software
- Easy onboarding process with fast support
Cons
- Expensive
Why I Like It
I like Zoho for this market because they offer dedicated solutions. Its built-in functions help enhance your performance, and it has multiple integrations. This call center solution is a comprehensive tool, as it features many different products and apps.
Zoho further has a free plan to help drive sales. However, if you want the features that’ll help boost your telemarketing operations, you need one of the paid packages. The following product plans are available, though there are also bundles starting at $20/user/month if billed annually:
- Standard: $20/user/month
- Professional: $35/user/month
- Enterprise: $50/user/month
- Ultimate: $65/user/month
Most Important Features for Telemarketing Companies
There are a few features that will come in handy when optimizing your call center operations:
- Zoho Call Center: This platform will enable you to create a comprehensive call center within your Zoho account. You can make calls with a single click from the desk and look up client information while on a call.
- Telephony: The telephony integration ensures you can make calls instantly. It’ll send reminders of calls you should place and track inbound and outbound calls. It further automatically logs your calls, automating the process to save time.
- Zoho Voice: This new feature lets you make unlimited business calls. You can launch an omnichannel contact center in the cloud and enable two-way messaging. It provides advanced features like Power Dialer, Call Barging, and Queue Performance Metrics, among others.
Pros
- Excellent scalability
- Enhanced capability with Zoho Voice and Desk
- Call reporting analytics are available
Cons
- The free version only supports three users
Why I Like It
EngageBay is another system with specialized tools specifically for telemarketers. The call center CRM offers multiple features and is user-friendly. It’s the perfect system for startups and small businesses and even offers a free version for up to 15 users.
Besides the free version, there are also other packages available. You can customize the packages depending on what tools you need, with Marketing, CRM & Sales Bay, and Service Bay bundles available. There’s also an All-in-One option with the following packages:
- Basic: $14.99/user/month
- Growth: $64.99/user/month
- Pro: $119.99/user/month
Most Important Features for Telemarketing Companies
If you need the best CRM for telemarketing, then this one certainly comes close. It offers multiple exceptional features to optimize your call center.
- Record Conversations: Record all your calls to ensure you can look back on calls. It also increases the safety and accountability of both the client and the sales rep.
- Call Notes and Scripts: Create detailed call notes, which the system automatically adds to the client’s profile. Always keep your sales reps updated with the latest interactions.
- Call Broadcast and Forwarding: The broadcast feature automates dialing numbers, reducing the likelihood of misdials and call drops. You can also forward a call anytime.
Pros
- Dedicated telemarketing tools
- Free version for up to 15 users
- Telephony integration software
Cons
- Call recording isn’t part of the free plan
Why I Like It
Pipedrive offers multiple features tailored for call centers, ensuring you have the tools you need. This software is a comprehensive call center solution with a detailed training center. While the dashboard can be slightly more cluttered than with other CRMs, it makes up for it with its attention to detail.
While there’s no free version, all of the packages have a free trial available to help you test whether it works for your business. You can also choose add-ons like LeadBooster and Campaigns to optimize the package. The packages start at the following prices:
- Essential: $24/user/month
- Advanced: $39/user/month
- Professional: $64/user/month
- Power: $79/user/month
- Enterprise: $129/user/month
Most Important Features for Telemarketing Companies
Of all the available features, I found the following three to be most useful for telemarketing:
- Sales Call Tracking: Make in-app sales calls, recording and storing them in one place. Pipedrive offers automatic call tracking and helps sales reps contact the best prospects.
- CRM Email Tracking: Telemarketing might start with phone calls, but email tracking CRM advances the process. You can find open and click tracking, along with contact management and timelines. All of them let you stay in contact with your customers.
- Integrations: Over 400 integrations are available, including ones specific to this industry. AirCall is one option for logging calls and getting data before talking with leads. Other options are DialFire, VoiceSpin, Nuacom, TalkDesk, and CloudTalk. To get started, simply type in “telemarketing” or “contact center” in the app search bar.
Pros
- Various exceptional integrations
- Sales call tracking features
- Easy onboarding process
Cons
- Web-to-mobile calling is only available from the Advanced plan up
Why I Like It
Bitrix24 is ideal for small and medium businesses, though it can also upscale to medium-large businesses. It has a user-friendly dashboard and is intuitive to use after familiarizing yourself with it. Overall, this is an exceptional CRM for telemarketing.
Bitrix24 has an entirely free package with unlimited users. This package includes the contact center, CRM, and various other features. However, for enhanced capability, the following packages are available:
- Basic: $61/month with five users
- Standard: $124/month with 50 users
- Professional: $249/month with 100 users
- Enterprise: $499/month with 250 users
Most Important Features for Telemarketing Companies
Bitrix24 has a few exceptional features, but the following ones are ideal for telemarketers:
- Telephony: Integrate this tool with your system to create a business phone system. It tracks, logs, and monitors outgoing and inbound calls.
- Contact Center: Gain an all-in-one communications hub with the contact center. Not only telephone calls but also emails, live chat, web forms, and instant messengers are available. It records your calls for safety and HR purposes.
- Collaboration: Bitrix24 is the ideal solution for collaborating and staying on top of clients. The collaboration features include instant communication between employees. Sales reps can see when another lead has been contacted.
Pros
- Free version with unlimited users
- Detailed organization of client histories
- Exceptional for teams and inter-department communication
Cons
- Telephony capability is limited to paid packages
Why I Like It
Apptivo CRM doesn’t have the same capability as others on this list, but it’s an award-winning brand with many excellent tools. I like its contact center, which can help telemarketers boost their daily operations.
It doesn’t have a free version, but the packages’ trials don’t require your credit card details. The paid packages aren’t the cheapest I’ve seen, but they’re also not as expensive as some of the other options:
- Lite: $20/user/month
- Premium: $30/user/month
- Ultimate: $50/user/month
- Enterprise: Customizable
Most important features for Telemarketing companies
Its call center features various excellent tools, including:
- IVR Setup: Configure the call routing to forward calls to the right agents. You can create personalized call-handling.
- Reporting: This tool generates reports on calls and other messages. It allows you to check the performance and analyze results to reach your goal.
- Intuitive Dashboard: The call center dashboard is fully customizable. It provides a snapshot of leads, tasks, clients, and your call log. It also presents detailed analytics on leads and performance statistics.
Pros
- Intuitive call center dashboard
- Embeddable website forms to capture lead information
- Mobile app that tracks telemarketing campaigns
Cons
- No free version
Why I Like It
While this software isn’t specific to call centers, the systems and features can easily adjust to work for them. HubSpot offers six hubs with different purposes, and you can choose to buy packages specific to those hubs.
This way, you can access the features your company needs without paying for unnecessary tools. You can even create a custom toolkit! The available sales packages are:
- Starter: $15/user/month
- Professional: $90/user/month
- Enterprise: $150/user/month
Most Important Features for Telemarketing Companies
You might be wondering what software or hubs are best for telemarketing. Luckily, I explore the three best features:
- Sales Hub: Software like call tracking can enhance productivity and make your sales reps’ jobs easier. It lines up your day’s calls and lets you call from the app.
- Service Hub: Connect all your support features in one place. With omnichannel messaging and inbound calling features available, clients can easily contact you.
- Operations Hub: Sync your customer data with integrations like Dynamic Contacts. It easily transfers relevant data to your account.
Pros
- Tracks your client queries in one place
- Efficiently syncs customer data
- Tracks outbound and inbound calls
Cons
- Expensive option for bundles with multiple hubs
Why I Like It
CentraHub offers telemarketing software to help you easily complete all your duties. It enhances campaigns and daily operations and provides a 360-degree view of your clients. It also offers excellent solutions, like tele-tickets, to keep your customers satisfied.
CentraHub charges annually for its packages. The following bundles are available for the sales and marketing software, with a minimum of five users for each:
- Startup: $10/user/month
- Professional: $17/user/month
- Enterprise: $28/user/month
- Ultimate: $50/user/month
Most important features for Telemarketing companies
The telemarketing software boasts a few features I think you’ll enjoy:
- Automatic Dialer: You can dial clients from within the app. Easily contact clients and have access to all the necessary information. It also enables tele-leads.
- Call Transfers and Forwarding: Inbound calls to a busy number are forwarded to an available agent. You can also transfer calls if another agent seems better able to help.
- Tele-Tickets: Create support groups to assign specific queries to experts with the right knowledge. Tags will help questions reach the right sales reps.
Pros
- Exceptional value for money
- Dedicated telemarketing tools
- Tele-leads automate dialing and capturing leads
Cons
- There’s no free version
Why I Like It
Agile CRM has dedicated call center software, though it can be more on the expensive side. This CRM is a robust solution with various features, tools, and packages available. It’s simple dashboard is easy to navigate, and it has tag-based calling options.
Agile CRM’s free version allows 10 users and 1,000 contacts. However, it also has paid packages with monthly, one-year, and two-year subscription options:
- Starter: $14.99/user/month
- Regular: $49.99/user/month
- Enterprise: $79.99/user/month
Most Important Features for Telemarketing Companies
Its software features ideal for telemarketers include:
- Advanced Integrations: Various third-party telephony apps integrate with this software. Options like Twilio, VoIP, Ring Central, and CounterPath are all available.
- Call Routing: Inbound and outbound calls are all possible, but so are routing calls. Route incoming calls to an open line to ensure you don’t miss client calls.
- Tag-Based Calling: You can create tags to help categorize clients. Standard and custom tags are possible, and they help you ensure the right sales rep deals with specific clients.
Pros
- Tag-based calling creates a personalized relationship
- Various advanced integrations for telephony apps
- The free package permits up to 10 users
Cons
- Call recording is only available with Enterprise plans
Why I Like It
Freshworks isn’t as tailored to call centers as some of the others, but I list it here nonetheless, thanks to its FreshDesk. This feature provides a few telemarketing tools and helps you boost the number of calls and sales you can make daily.
There’s a free plan available for a maximum of three users, but the Customer Service, IT, and CRM bundles are also reasonably priced. The following CRM paid packages are available:
- Growth: $11/user/month
- Pro: $47/user/month
- Enterprise: $71/user/month
Most Important Features for Telemarketing Companies
While this brand provides three main divisions, I’ll primarily be looking at features in the CRM and FreshDesk divisions:
- Cloud Telephony: The built-in Telephony system lets you monitor and measure calls. It automatically makes data entries after calling leads and records calls.
- Contact Management: Freshsales will improve your customer engagement. You can manage your contacts, track the latest communications, and unify data all in one place.
- Channel Communications: Omnichannel communication is available, with email and instant messaging also being options. It also provides call rerouting and chat campaigns.
Pros
- Cloud telephony system
- Mobile app provides access to your dashboard
- User-friendly system and adoption
Cons
- The free version only supports three users
Considerations for Small vs. Large Call Centers:
It’s important to consider what your business needs before you implement a CRM strategy. What works for a small business won’t work for a large one due to the scale of their operations. Luckily, most CRMs will have scalability, but some remain better than others.
For small businesses, the following features in a CRM is essential:
- Scalability
- Affordable price with good value for money
- Access to specific tools
- User-friendly dashboard
- Easy onboarding process
All of these features will ensure they can implement it with no fuss and minimum costs. However, for a large business or enterprise, you should consider other features:
- Accessibility to all the required features
- Comprehensive contact management and storage space
- Ease of use with your existing employees
- Customization settings so it fits your brand image
Enterprises can afford to be slightly more picky with their CRM since they generally have a larger budget. However, always ensure the solution you implement is tailored to your needs so you don’t waste resources.
Conclusion
When evaluating CRMs for telemarketers, you must consider the call center processes you want to manage. Workflow automation, contact management, and call routing are all important for outgoing and incoming calls. My shortlist of the top CRMs for call centers ensures you get software that works with your business to enhance daily operations.
FAQ
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1) Which CRM is best for a call center?The answer to the question, “What’s the best CRM for telemarketing?” generally, is the one with call routing, one-click dialing, and similar features.
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2) What is the best CRM for a marketing agency?Marketing agencies require CRMs with impressive marketing tools such as campaign builders, workflow automation, and contact management.
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3) What is CRM in telemarketing?CRM in telemarketing is a tool that helps telemarketers organize their leads and clients and access big data with the click of a button.
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4) What is CRM for sales reps?This software ensures that sales reps can efficiently complete their jobs since it scores leads for them, sends reminders to contact clients and leads, and simplest sales through pipeline management.