With the explosive development of technology, customer management software for sales has become an indispensable assistant for business departments in building strong customer relationships and boosting sales. Currently, the market is full of customer management software offering a variety of features and common tools for business and customer care activities. However, not every business can find a suitable, high-quality software that meets their specific needs. Understanding this, 1Office introduces the TOP 8 most effective customer management software for sales in 2024, with detailed reviews to help managers choose the right software for their sales team.

1. 1Office – Comprehensive Customer Management Software for Sales

1Office is a comprehensive business management solution that optimizes business operations on a single platform. Within it, 1CRM is a toolkit that helps businesses manage Marketing campaigns, customer relationships, sales activities, purchasing, inventory, and revenue/expenditure, while also integrating utilities like call synchronization, process automation, and more.

1Office defines a customer as not just an individual or organization making a purchase. Above all, they are the true boss of the business. Therefore, customer management and care play an extremely important role in business operations. That’s why 1Office always adheres to a customer-centric philosophy to develop a comprehensive, customer-oriented product, with the ultimate goal of personalizing and enhancing the customer experience.

1CRM customer management toolkit
1CRM customer management toolkit

Key Features

  • Digitize the entire list of potential customers with complete information fields and classify customer data by various statuses, assign labels/tags, data sources, etc.
  • Smart alert system reminds of appointments and customer care schedules, helping sales staff not to forget tasks or miss customers.
  • Analyze the sales performance of the sales team, closely monitor customer quality to establish a transparent KPI mechanism for the business team.
  • Integrate tools to automate the sales process and customer care, reducing manual tasks so sales staff can focus on meeting needs and satisfying customers.
  • Clear and coherent quotation and contract processes; sales staff only need to follow the standardized steps in the process.
  • Track and report statistics on all types of company revenue/expenditure.
  • Manage the customer lifecycle and track the customer journey, easily grasp care history and the percentage chance of successfully closing a deal for each customer profile.

Get a 1Office software quote HERE

2. CRM24 – Management and Customer Care System for Sales

CRM24 is an effective multi-channel customer management software solution developed by SoftOne – a unit with extensive experience in consulting and implementing software solutions for businesses. Among its features, management and customer care is a prominent one, including specialized tools to help businesses improve sales performance and build good relationships with customers.

Key Features

  • Potential customer management: Store contact information, track customer care history, allow classification and assessment of customer potential, thereby quickly seizing sales opportunities.
  • Customer management using the MGM model: Existing customers refer new customers.
  • Customer visit management: Track and monitor the customer visit schedules of sales staff based on GPS positioning.
  • Call Center integration: Allows sales staff to call, consult, and care for customers directly on the system.

Pricing

The CRM24 customer management software for sales offers an On-Cloud solution package with 4 pricing tiers:

Basic Standard Professional Enterprise
8,400,000VND/year/10 users 15,000,000VND/year/30 users 21,000,000VND/year/50 users 38,000,000VND/year/100 users

Customers who want to use the On-Premise package for installation on their company’s server system will need to contact CRM24 for a cost consultation.

Review

Advantages Disadvantages
  • Management and customer care on various channels: Email, SMS, Viber, Zalo, Facebook,…
  • Advanced features to support the sales team in managing tasks, evaluating KPIs,…
Lacks a business process management feature, so managers cannot track the sales team’s journey.

Read more: Customer Relationship Management System Structure – Experience in Choosing an Effective CRMS

3. Bitrix24 Customer Data Management Software

Bitrix24 is a software solution that helps build a digital workspace for sales teams, allowing sales staff to perform and manage sales consulting tasks directly on the system.

Key Features

  • Records detailed interactions between sales staff and customers across communication channels like calls, chat, and email
  • Centrally stores and manages information and transaction history of potential and existing customers, partners, agents, etc.
  • Creates sales funnels to help teams track and evaluate the lead conversion process for appropriate improvements
  • Integrates Email Marketing and a Call Center to help sales staff reach customers effectively

Bitrix24 customer data management software
Bitrix24 customer data management software

Pricing

  • On-Cloud Package:
Basic Standard Professional Enterprise
46 USD/ month/ 5 users 87 USD/ month/ 50 users 175 USD/ month/ 100 users 325 USD/ month/ 250 users
  • On-Premise Package:
Business Enterprise
2.542 USD – 12.742 USD (50 – 500 users) 21.242 USD – 38.242 USD (1000 – 5000 users)

Review

Pros Cons
Professional customer data management software, comes with other management tools such as HR, project work, etc.
  • The CRM features are not developed in-depth enough, only supporting some basic operations.
  • High cost, not suitable for small and medium-sized enterprises in Vietnam.

4. Callio CRM Customer Management Solution

Callio is an intelligent call center solution integrated with CRM that supports information management and provides customer interaction tools for sales with professional features, helping to improve the productivity and work efficiency of the sales team.

Key Features

  • Store and distribute leads to sales teams
  • Real-time reporting on customer interaction activities
  • Analyze sales opportunities and rank potential customers and VIP clients to devise appropriate care plans
  • Integrate with an intelligent online call center and applications like Facebook, Zalo, etc.

Callio is an intelligent call center solution integrated with CRM
Callio is an intelligent call center solution integrated with CRM

Pricing

BASIC PRO CRM / PRO TELESALE ULTIMATE
50,000 VND/user/month 200,000 VND/user/month 300,000 VND/user/month

Additionally, Calio charges subscription fees for its smart call center and other value-added services such as setup fees, installation fees, email fees, etc.

Review

Pros Cons
  • User-friendly, easy-to-understand interface
  • Integrates tools to help sales teams effectively reach and nurture customers
  • Features are not yet diverse and do not cover all business operations

Read more: Discover the Top 7 Best Sales Management Software of 2022

5. CNV Loyalty Customer Relationship Management Software

CNV Loyalty is a solution for building a loyal customer base for sales staff, helping to double the number of returning customers for the business by providing a set of effective tools to support customer care and retention.

Key features

  • Loyalty App: A professional customer care application custom-built for each brand
  • Social Loyalty: Integrates customer service across multiple platforms (Facebook, Zalo OA, etc.)
  • Order Loyalty: An e-commerce website with advanced tools capable of personalizing the customer experience by providing suitable loyal customer scenarios

Pricing

Business Plan Pro Plan Enterprise Plan
From over 4m / month From 8.33m / month Contact for consultation

Review

Pros Cons
  • The sales customer management software provides a dedicated customer care application for each business
  • Offers solution packages tailored to specific industries
  • Does not integrate sales data with HR management, making it impossible to track and evaluate sales team performance

6. EZSale Business Support Platform

EZSale is a sales solution suite that helps optimize the process of finding and converting customers, increasing sales opportunities for businesses. Considered a powerful assistant for the sales department, EZSale offers a diverse range of tools for business and customer care activities.

Key Features

  • Customer search tool helps listen to customer needs on social media, without relying on advertising channels
  • Automated CallBot system with pre-built scripts
  • Online telesales support tool for making calls directly from the mobile app
  • Automated multi-channel customer care system with message sets and script templates for quick customer support

Pricing

EZSale does not publicly disclose the pricing for its software packages; customers need to contact the provider for a consultation and quote.

Review

Advantages Disadvantages
  • The customer management software for sales provides a separate customer care application for each business
  • Does not link sales data with human resource management, making it impossible to track and evaluate the performance of the sales team

7. Getfly: Sales Management and Customer Care Solution

Getfly is a CRM platform that helps businesses build a strong sales team, enhance customer care effectiveness, and boost closing rates with a superior toolkit designed to remove bottlenecks in the sales process.

Key Features

  • Centralized and synchronized customer management on a single platform helps sales staff easily track and capture information related to potential customers.
  • Integrates automated and personalized customer care solutions through pre-configured scripts, meeting customer needs anytime, anywhere.
  • Supports sales staff in managing daily tasks and systematically organizing deadlines and customer appointments.
  • Closely monitors the work progress of each employee, measuring the performance of the sales team.

Getfly customer management software for sales
Getfly customer management software for sales

Pricing

  • On-Cloud Package:
Individual Startup Small Business Medium Business
200,000 VND/month 600,000 VND/month + setup fee 1,068,000 VND/month + setup fee 1,568,000 VND/month + setup fee
  • On-Premise Package: Contact for consultation

Reviews

Pros Cons
  • Reasonable cost, suitable for many business sizes
  • The user interface is not user-friendly, and operations are still complex

8. Mona Sales and Business Management Software

Mona is a professional CRM solution that helps businesses carry out basic business operations. Its diverse toolset allows sales teams to understand customer habits and behaviors, enabling them to develop sales strategies that boost conversion rates.

Key Features

  • Track the buying journey of potential customers, providing data to develop strategies that encourage purchasing behavior and ensure the sales promotion process runs smoothly and effectively.
  • Statistically track and closely monitor the activities and workload of departments directly involved in the business process, such as sales, customer service, and marketing.
  • Tools to support customer data processing, such as searching, filtering, classifying, and summarizing.

Pricing: Contact the provider for a quote

Review

Pros Cons
  • Simple software with a user-friendly and easy-to-use interface
  • Features are not in-depth enough, only supporting basic business operations

In this article, 1Office has introduced the TOP 8 best customer management software for sales in 2024, complete with detailed reviews. For a more detailed consultation on 1Office’s customer management software, please contact us via:

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