9 Best CRM Tools for Philippine Enterprises

Last Updated – Feb 26, 2024 @ 5:20 am

As a business owner, staying ahead isn’t just about knowing who your customers are. You’re also in charge of creating meaningful connections with them. This is where a Customer Relationship Management (CRM) tool comes into the picture.

Imagine you’re running a cozy cafe in Manila or expanding a boutique resort in Palawan. In either case, the right CRM tool can significantly change how you engage with your customers and push your business to new heights.

CRM tools are more than just databases. They essentially enable enterprises to manage interactions, get to the heart of what customers really want, and improve their offerings in response, seamlessly blending traditional customer service and modern, efficient, and personalized experiences.

So in this post, we’ve curated some of the top CRM tools for any size and type of business. Learn how they can improve your business.

What is a CRM?

CRM stands for Customer Relationship Management, and it’s an incredible asset for businesses keen on building strong bonds with their customers.

This software is a powerhouse for understanding what your customers need and how they behave, helping businesses of all sizes deliver top-notch customer experiences.

With customers reaching out through texts, emails, social media, and calls, keeping up can get tricky. CRM software offers a single platform to track and manage these interactions. This ensures no customer feels lost in the shuffle.

Related: Best Business Tools for Running a Business in the Philippines


Why use CRM software?

The best way to describe CRM is to liken it to a Swiss Army Knife – a multipurpose tool that simplifies complex tasks, such as:

Sales Management

Makes the sales journey a breeze by organizing leads, keeping tabs on conversations, and automating routine sales tasks.

Marketing Automation

Helps brands craft personalized marketing campaigns by digging into customer data, ensuring your messages hit the mark every time.

Customer Service

Steps up your support game by providing a complete view of customer interactions, making multi-channel support smoother.

Analytics and Reporting

Turns data into insights, helping you understand customer trends, measure marketing success, and make smarter business decisions.


Types of CRM Software

CRM software can be categorized into three main types, each serving unique purposes but often overlapping in functionality.

Choosing the right CRM for your business involves understanding these types, assessing your specific needs, and considering how each CRM’s features align with your customer relationship strategy.

 1. Collaborative CRM Systems

These systems focus on breaking down between different departments within an organization, such as sales, marketing, and customer support.

 Collaborative CRMs ensure that all teams have access to up-to-date customer data, regardless of the department or channel they operate in.

This prevents customers from having to repeat their issues or history every time they interact with a new department, contributing to a seamless customer experience.

2. Operational CRM Systems

Operational CRMs are designed to streamline the company’s processes related to customer relationships.

They have tools for visualizing and managing the customer journey, from initial contact, through the sales pipeline, and even post-sale interactions.

Features typically include marketing, sales, and service automation, which help reduce manual tasks and improve efficiency.

3. Analytical CRM Systems

The primary goal of analytical CRMs is to analyze customer data to gain actionable insights.

These systems help businesses understand customer behavior, identify sales trends, and evaluate the effectiveness of marketing campaigns.

By using data analysis, companies can make informed decisions to enhance customer retention, optimize sales strategies, and improve overall customer satisfaction.


Benefits of Using CRM Tools

Here’s why CRM tools are becoming a major part of Philippine businesses.

1. Centralized Customer Data

Imagine having all your customer information in one place—every interaction, preference, and piece of history. CRM systems make this a reality.

This means anyone in your team, whether they’re in sales or customer service, gets a 360-degree view of what the customer needs and has experienced.

2. Enhanced Lead Conversion

CRM tools are instrumental in identifying and nurturing leads, transforming them into loyal customers.

They track every interaction across platforms, helping you craft campaigns that hit the mark, follow up effectively, and boost those conversion rates.

It’s a way to make sure no potential customer just fades away.

3. Improved Customer Retention

It’s no secret that keeping an existing customer is way cheaper than finding a new one. CRM tools make sure your customers aren’t just satisfied but delighted.

By getting ahead of their needs and solving problems before they even arise, you’re building relationships that last.

4. Data-Driven Decision Making

With CRM analytics, you’re not guessing what your customers want—you know. These insights allow you to tailor your services, tweak your strategies, and even predict what’s coming next.

It’s about making decisions based on solid data instead of hunches.

5. Automation of Routine Tasks

Hate mundane tasks? No problem.

CRM systems take care of repetitive stuff like emails, lead scoring, and managing service tickets, freeing your team to focus on what they do best.

Less time on these work means more time for strategy and personal touch.

6. Increased Revenue

With CRM, every view of a customer is an opportunity.

Sales teams can spot chances to upsell or cross-sell, processes get streamlined, and the journey from lead to sale gets a whole lot smoother.

7. Improved Productivity

From automating data entry to simplifying complex processes, CRM tools make everyone’s job easier.

This isn’t just about working harder, but also smarter. With intuitive interfaces and fewer tedious tasks, your team can spend more time on what truly matters.

8. Automated Reports

Automated reporting means you’re always in the know. Sales figures, customer engagement, campaign results—you name it, you’ve got a report on it.

This real-time feedback loop allows businesses to stay agile, making adjustments on the fly without drowning in spreadsheets.

9. Accurate Forecasting

With CRM, predicting the future isn’t magic; it’s math. Analyzing sales data, customer trends, and market shifts gives you a clear vision of what’s ahead, helping you plan with precision. 

10. Improved Internal Communication

Finally, CRM tools tear down the walls between departments. Everyone has access to the same information, promoting unity and collaboration.

When the left hand knows what the right hand is doing, your team can deliver a customer experience that’s consistently excellent.


9 Best CRM Tools for Philippine SMEs

We’ve rounded up the best CRM tools in the market right now to help you decide which one fits your business needs.

Salesforce

Best for:Enterprises looking for a scalable, all-in-one CRM solution.
Pricing:Salesforce offers multiple pricing tiers starting from $25/user/month (starter suite)

Salesforce is known for its wide-ranging capabilities that touch on everything from sales and customer service to marketing automation.

It’s a go-to for businesses of all sizes thanks to its ability to scale and customize to fit any need. 

With its cloud-based setup, teams can work from anywhere, making it a staple for companies big and small.

Salesforce’s ecosystem is also vast and offers countless integrations and apps through its marketplace. This lets businesses tweak and tune their CRM to their heart’s content.

 Features:

  • Comprehensive sales and marketing automation
  • Extensive customization and scalability
  • Cloud-based platform with mobile access
  • Robust analytics and reporting tools
  • Wide ecosystem of integrations and AppExchange marketplace
  • AI-powered insights with Salesforce Einstein
  • Collaboration tools through Salesforce Chatter

HubSpot

Best for:SMEs focusing on inbound marketing strategies.
Pricing:Free to start, with premium plans beginning at $8/month.

HubSpot stands out as a CRM software with its straightforward, no-fuss approach. This makes it a hit for those looking to draw in customers, nurture leads, and keep customers coming back for more.

At its foundation lies a free CRM, with layers of more advanced, paid features that cater to automation and inbound marketing.

Small to medium-sized businesses love HubSpot for its ability to attract customers organically and its knack for playing well with other tools, streamlining the whole business operation process.

Features:

  • Free CRM with paid upgrades for advanced features
  • Inbound marketing tools including content management, SEO, and social media
  • Sales pipeline management and automation
  • Customer service software with ticketing and live chat
  • Detailed analytics and reporting dashboard
  • Extensive integrations with third-party apps
  • Email marketing and lead nurturing tools

Zendesk

Best for:Businesses prioritizing customer service and support.
Pricing:Plans start at $19/user/month.

Want to highlight customer service? Then Zendesk can be your perfect CRM software. It’s built to make customer interactions smoother and more personal, thanks to tools like support ticketing and live chat. 

Zendesk is amazing for building relationships and offering solutions for businesses of all sizes to get to know their customers better and serve them faster.

Plus, its analytics dive deep into your service efforts, showing you exactly where you shine and where you can improve.

Features:

  • Omnichannel support including email, chat, voice, and social media
  • Integrated customer support ticketing system
  • Knowledge base and self-service portals
  • Advanced analytics and reporting
  • Automation and AI-powered bots for customer service
  • CRM functionality through Zendesk Sell for sales teams
  • Customizable workflows and collaboration tools

Zoho

Best for:Small to medium-sized businesses looking for an affordable CRM solution.
Pricing:Begins at $14/user/month.

From getting leads to engaging customers across multiple channels, Zoho is all about growth, making it a favorite among smaller enterprises.

Its affordability doesn’t skimp on power, offering AI features, deep customization, and a plethora of integrations that make it as versatile as it is efficient.

 Features:

  • Sales force automation and lead management
  • Marketing automation with campaign management
  • Omnichannel communication with customers
  • Customizable reports and dashboards
  • Zoho Marketplace for app integrations
  • AI-powered sales assistant Zia
  • Inventory management and order fulfillment

Pipedrive

Best for:Sales teams looking for a simple yet effective CRM tool.
Pricing:Starts at $12.50/user/month.

Pipedrive brings the focus back to sales, with an emphasis on managing your deals and activities in a way that’s not just smart, but also incredibly user-friendly.

Built by salespeople, for salespeople, its interface is a dream, visually organizing your pipeline so you can see your progress and where you need to push harder.

It’s a hit with small to medium businesses that want to streamline their sales without getting bogged down in complexity, offering tools that make selling as smooth as it should be.

Features:

  • Visual sales pipeline management
  • Activity-based selling and task automation
  • Email integration and tracking
  • Customizable reports and dashboards
  • Mobile app for iOS and Android
  • Lead and deal management
  • API for custom integrations

Freshsales

Best for:Businesses seeking a sales-centric CRM with a straightforward interface.
Pricing:Free tier available, with paid plans starting at $15/user/month.

Freshsales targets sales teams looking to speed things up without losing the personal touch with their customers.

Integrating communication channels into one platform, it offers a comprehensive view of your customer, making sure no detail is missed.

With AI for scoring leads, customizable deal pipelines, and automation to cut down on busywork, Freshsales is all about efficiency, appealing to businesses eager to enhance their sales process without the usual CRM headache.

Features:

  • 360-degree customer view
  • AI-based lead scoring
  • Visual sales pipelines
  • Email and phone integration
  • Workflow automation
  • Advanced analytics and reporting
  • Built-in chat and email campaigns

Monday.com

Best for:Teams looking for a highly customizable and versatile platform. 
Pricing:Starts at $8/user/month.

Not just a CRM, Monday.com is a customizable platform that lets you manage nearly any aspect of your business, including customer relationships.

It is highly adaptable so teams can craft their ideal workflows or start with ready-made templates.

This platform is the top choice for teams that value collaboration and visual project management, offering features that make it easy to keep everyone on the same page.

With robust integration and automation options, Monday.com is perfect for those looking to streamline their entire operation in a visually intuitive environment.

Features:

  • Customizable CRM templates
  • Project and task management
  • Automation of workflows and repetitive tasks
  • Integration with popular tools and apps
  • Visual data representation and dashboards
  • Collaboration features for team communication
  • Time tracking and workload management

Agile CRM

Best for:Small to medium-sized businesses seeking an all-in-one CRM solution.
Pricing:Free for up to 10 users, with premium plans starting at $8.99/user/month.

Agile CRM is a godsend for small to medium-sized businesses looking for a comprehensive solution that ties sales, marketing, and service tightly together.

It’s easy to use and affordable, making it a popular pick for companies taking their first steps with CRM or moving on from more basic setups.

Agile CRM stands out for its commitment to automation, saving precious time on repetitive tasks so teams can focus on what really matters—building and maintaining strong customer relationships.

Features:

  • Contact and lead management
  • Marketing automation including email campaigns
  • Sales automation with deal tracking
  • Customer service ticketing system
  • Web engagement tools like popups and landing pages
  • Social media integration
  • Analytics and reporting

Google Sheets

Best for:Startups and small businesses looking for a simple, cost-effective CRM solution.
Pricing:Free

While it’s not built specifically as a CRM software, Google Sheets is a surprisingly effective tool for managing customer info and sales pipelines.

Its simplicity and the ability to collaborate in real-time make it a go-to for teams looking for a straightforward, flexible solution.

And with the right templates and add-ons, it can serve as a makeshift CRM. However, as your business grows, the move to a dedicated CRM system might become inevitable to handle the growing complexity and customer data volume.

Features:

  • Customizable templates for CRM management
  • Real-time collaboration and sharing
  • Integration with Google Apps and third-party tools
  • Data import/export capabilities
  • Simple analytics with charts and pivot tables
  • Automation with Google Apps Script
  • Accessible from any web browser or mobile device

Learn How to Use Google Sheets as a CRM:


Key Features to Look for in a CRM Tool

Selecting the right CRM tool for your enterprise is a critical decision that can significantly impact your business’s efficiency and growth.

Here are some key features to consider to help you make an informed choice:

1. User-Friendly Interface

The best CRM is one that feels like second nature to use. It should welcome users of all tech levels with open arms, offering a clean, intuitive layout.

A straightforward dashboard that neatly ties together customer management, sales tracking, and interaction logs can significantly boost adoption rates.

When your team can jump right in without stumbling over complex navigation, they can spend their energy where it truly counts—connecting with customers and closing sales.

Customization and flexibility are the heartbeats of a CRM that truly fits your business like a glove.

Your operations are unique, and a CRM that molds to your specific needs—through customizable data fields, workflows, and reports—can be a powerful ally.

As your business evolves, a flexible CRM adapts alongside, ensuring that your investment continues to support your journey, every step of the way.

2. Integration Capabilities

In a world where your toolbox spans from email campaigns to social media strategies, your CRM should be the thread that ties it all together.

Strong integration capabilities mean your CRM can effortlessly connect with other software, keeping your data synchronized and your workflows seamless.

This saves precious time by automating tasks. More importantly, it ensures that your strategies across platforms are backed by the latest data.

3. Scalability

Think of your CRM not just as a solution for today but as a partner for the long haul. A scalable CRM grows with you, accommodating more users, data, and features without skipping a beat.

This means you can focus on expanding your business, knowing your CRM will always be up to the task and ready to support your next step.

4. Reporting and Analytics

The power of data cannot be overstated, and a CRM rich in reporting and analytics features is like having a crystal ball. It should offer clear insights through customizable reports and dashboards, turning data into actionable intelligence.

This enables you to fine-tune your strategies, anticipate market trends, and meet your customers exactly where they are, with what they need.

Data is your guide in the ever-changing business landscape, and the right CRM shines a light on the path forward.

With tools to analyze sales patterns, customer preferences, and campaign performance, your decisions are grounded in reality, giving you the confidence to move boldly in the direction of growth.

5. Mobile Accessibility

Today’s business doesn’t just happen in the office. It’s on the move, in the field, and everywhere in between.

A mobile-friendly CRM ensures that your team remains connected to vital information, is able to update records, and can respond to clients on the go.

This level of accessibility is crucial for keeping the pulse on your operations and maintaining flexibility, no matter where your business takes you.

6. Cost-Effectiveness

Investing wisely in a CRM means balancing the scales between must-have features and your budget. A solution that offers great value without compromising on functionality or future growth prospects is key.

Look beyond the sticker price to consider the total cost of ownership, including subscriptions, expansions, and support.

A cost-effective CRM solution empowers your business without draining resources, ensuring a healthy return on your investment.

7. Customer Support and Local Adaptability

When problems occur, as they inevitably will, responsive and accessible customer support makes all the difference. A CRM backed by a reliable support team ensures you’re never left in the dark.

Additionally, in a market as unique as the Philippines, local adaptability in your CRM, be it through language support, regulatory compliance, or localized features, ensures that your enterprise thrives locally.

About jasonacidre

Jason Acidre is the publisher & head of digital content strategy at Grit PH.

He is a serial tech entrepreneur, organic digital consultant, and a financial literacy advocate in the Philippines. In 2011, he started his first venture, a digital marketing agency that specializes in technical SEO, content marketing, and digital PR. The business started with an initial capital of P1,500 - that eventually grew and generated $1.5 million in revenue in 2016.

Over the past decade, his team has worked with several Fortune/Inc. 500 brands as well as some of the most highly-valued startups in the world. Helping drive millions of traffic, sales, and revenue to their websites.

Along with the team at Grit PH, his current goal is to help 1,000,000 Filipinos identify and achieve their own "true success".

Education: University of Santo Tomas (Undergraduate, Civil Engineering)
Focus: Digital Marketing, Entrepreneurship, Investing & Personal Finance

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