Find below the best 7 CRM Software and platforms in 2024. Are you a marketer who wants to implement one of the best Customer Relationship Management Software to automatically attract new clients and retain existing ones? This article will help you 🙂

By Mau, a Senior Marketing Automation and CRM Specialist at eDigital.


Customer Relationship Management (CRM) Software will help you not only to nurture your leads but also maximise their value. Ideally, marketers should be able to power a seamless and scientific customer nurturing program by implementing the right CRM for their needs.

Part of any business sales process includes having access to efficient insights. Any CRM tool you choose should allow you to easily answer questions like:

  • Which leads and deals are more likely to be won this month?
  • What are the highest-valued leads I should keep focused on?
  • Which leads or deals am I about to lose?

Your clients’ and leads’ data is one of the most valuable pieces of information you have for improving your marketing consulting business. With every new lead from your website, each additional newsletter signup or every click your ads receive, you’re gathering data that can tell you who your most valuable clients are and what they love about your offering.

If your lead generation strategy is working well for your marketing agency, meaning you’re bringing in a continuous flow of leads who are interested in your product or service, you’re ready to move on to the next step—nurturing leads so you can maximize the value of the leads you worked so hard to obtain.

As your marketing consultancy business grows, so does the amount of clients’ data you have to keep track of. And with so much data to sift through across multiple campaigns and channels, it can be difficult to know where to look and what to do with that information.

Most marketing professionals know their campaigns generate helpful data reports, but many don’t realize a good CRM platform will also provide the tools to organise and interpret that data on a higher level—helping you interpret who you’re talking to (and who you should be talking to).

In this article, you’ll learn about some of our recommended CRM software for marketing. These CRM platforms will help you build better client relationships.


Things you should consider are:

  • Great sales predictions. Does the tool allow you to track millions of data points for every customer and turn them into cutting-edge reports that bring a scientific approach to the way you analyse and forecast your sales?
  • Alleviate the administrative burden of sales management. Is the tool intuitive enough to easily navigate with ease? Does it include productivity features to remove the burden of administrative tasks and enable reps to focus on their deals?
  • Get actionable insights. Your CRM should help you identify the right offer, deliver personalised service with excellence and gain happy clients who refer you to their friends and family.
  • Lead segmentation. Your CRM should be able to deliver the right offer to the right person at the right time in order to win a purchase. According to Keap, sending targeted information to a segmented list draws in four to 10 times the response rate over general information that’s sent to a broad audience.
  • Sales amplification. After a lead becomes a customer, your CRM should help you automate the process of upselling and cross-selling both at the time of purchase by suggesting relevant items, sharing what other customers have purchased, and displaying items that are frequently purchased together or after purchase by drip email communication pieces. Amazon and eBay are great examples of companies that do this really well.
  • Refer-a-friend incentive program. Some CRM can help your clients get monetary or product rewards when they refer your business to a friend. Clients will have access to a unique referral URL they can share with people they think may be interested in your marketing services. Also, some CRMs may have customised email templates ready for clients to send to their contacts.


Find below some of the best CRM software in 2023.


monday logo png

monday logo png

Monday CRM Software is customisable to fit your sales cycle. Easily tailor your CRM software to work for you, without any development help. Edit deal stages, add as many columns as you’d like and manage multiple pipelines at once. You can save valuable time by automating sales processes. Close more deals by automating repetitive sales work. Automatically assign leads to reps, set reminders for upcoming activities and get notified when a lead opens an email.  You can also centralise client communication so you communicate efficiently with your contacts by integrating your email. Automatically log sent emails, keep track of interactions, and use personalised email templates to save you time.

Just in > The best marketing research ideas for a PhD


leadpages logo png landing page builder

leadpages logo png landing page builder

The Leadpages customer relationship management platform helps small businesses connect with an audience, collect leads, and close sales. Easily build websites, landing pages, pop-ups or alert bars. Grow your email subscriber list with opt-in offers, instant digital file delivery, and conversion-optimized content. Increase your income with high-converting sales pages, built-in checkouts, and secure online payments powered by Stripe. Check up on your performance with real-time tracking and run unlimited split tests to maximize your results.

Popular this month > The best 10 TikTok hashtags

Marketers are using > The top 25 trending hashtags on Instagram


active campaign logo png email marketing software

ActiveCampaign helps you send targeted, personalised email marketing messages that align with your email contacts’ interests. A great email marketing platform to increase loyalty, more repeat orders, and more referrals as your email send-outs nurture a strong customer relationship throughout all stages of your customer lifecycle. You can also use Active Campaign’s iPad-optimised lead forms to get people to subscribe/register for your event.

Some key features:

  • Woocommerce abandoned cart automation. Over 75% of consumers will abandon a cart while shopping online, but sending an abandoned cart reminder email can help bring more than 10% of them back to purchase.
  • Live chat. Engage in real-time with customers and leads on your website, capture those conversations in your ActiveCampaign account, and get the context you need about customer interactions all in one place.
  • Active Campaign integration with Square allows customers to pull online payment data and phone numbers into ActiveCampaign accounts. That means even better targeting (and more sales).
  • Pre-header email text. Studies show that inserting preheader text can increase open rates by up to 30%. ActiveCampaign has made it easier than ever to add a preheader to campaigns and automation emails.
  • Easy lead follow-up. Lead localisation in different languages, lite plan login, task filtering, and iPad support.
  • Great segmentation for better targeting. The more data we can aggregate on contacts, the better your marketing will be. With that in mind, ActiveCampaign offers different options such as: date created, has not been sent, and the last order date. You can also hide empty files with the click of a button.
  • Automation of colour label selections. Organise automation by labelling different email types with a unique colour.

active campaign automated lead generation photographer marketing automation

active campaign automated lead generation photographer marketing automation

Tip: Boost your sales with one of the best Buy Now Pay Later companies


ontraport logo png marketing automation software

Ontraport is one of the World’s most powerful marketing automation tools that includes email marketing automated sequences. Some of the key features are:

  • Map your entire customer journey. Most marketing tools show you how your email performs OR how your pages convert. Ontraport is the only platform that shows how your entire business works on one single campaign map.
  • Get the right marketing insights. You can see who’s converting when, where they’re coming from and their lifetime value — and tie it all back to your marketing activity, making it easy to see what’s working and what’s not.
  • Effective tools and templates. Build your campaigns from scratch or choose from a library of turn-key templates that include pre-designed pages, emails and everything else you need to launch in minutes.
  • Campaign maps. Save time with ready-to-go, proven marketing campaigns or create your own from start to finish with a few clicks using our intuitive visual campaign builder. A robust and responsive interface invites you to effortlessly create one-of-a-kind journeys for your leads and customers to drive engagement, purchases and even referrals.
  • Real-time reporting. With built-in visual reporting that reveals priceless information about your performance by the minute, you can take control of your marketing campaign to achieve the highest return possible. You’ll have clarity on your campaign’s strong points and weak points with the click of a button so you can confidently and quickly optimise to improve your bottom line.

Marketers are checking out > The top 10 most popular animation artists on YouTube

3. DRIPdrip logo email marketing automation software

Drip is a marketing automation platform designed to help e-commerce brands put their customers first and build brand love through email, onsite, and tight third-party integrations. Create real relationships using the power of email, onsite messaging, and proven customer-first strategies.

best crm software marketing automation

best CRM software – marketing automation

Marketers are using > The best Loyalty Program Presentation (PowerPoint Template)


keap logo png marketing automation crm

keap logo png marketing automation CRM

Keap is the leading small business CRM and automation platform built exclusively to help small businesses save time and grow without chaos. You can collect more leads, convert them to clients and turn those clients into fans with Kemp’s powerful CRM for small businesses and sales and marketing automation.

Top read this week > The top benefits of a Social Media Policy


hubspot logo png

HubSpot logo png

The Hubspot CRM will help you capture and convert leads in several ways: landing pages, live chat, conversational bots, and forms. You will be able to understand your leads by knowing their activity on your website. With Hubspot, you will be able to segment your leads by different parameters and engagement through automated email marketing or ad retargeting.

The HubSpot platform is great not only for marketing automation but also for sales management, customer service, resources and support to help your business grow.

Trending today > How to increase website traffic and visits


  • Adobe Experience Cloud (also known as Microsoft Dynamics 360), IBM Watson Campaign Automation, Oracle Sales, Salesforce CRM, Sap Emarsys Customer Engagement, Zendesk and Zoho.

Do you need support choosing the right CRM software? or need advice on how to set up your customer nurturing program on your chosen CRM? Book a consulting session by contacting us today.


CRM software and platforms are extremely popular for a reason: they are designed to bring cash to your business. The challenge is to choose one that ticks all your “must-haves” and offers functionality that will make the job of converting your leads easier. If you tend to work mainly from your Pad or iPhone, check out their app reviews as some may be better than others.

eDigital can help you conceptualise, plan, develop, run and optimise successful marketing campaigns that generate leads and sales for your brand.

The services we offer include:

  • Strategic planning for social media and other digital marketing channels.
  • Online advertising management and optimisation (Search, Display, social media ads and re-marketing).
  • Marketing training: social media training and digital marketing training. 
  • SEO strategy and execution. Including content development (articles, stories, eye-catching and SEO-optimised visuals).
  • Celebrity and influencer marketing campaign strategy. 
  • Brand development. Logo creation, brand personality development and design of marketing materials.
  • Consumer contests/competitions/giveaways.
  • Email marketing. Dip sequence design and deployment. 
  • Conversion rate optimisation. Also called “path to purchase” optimisation. 

Contact us today and start boosting your leads and sales.

Hundreds of marketers have supported us with their generous donations. Donate today! or join 5k+ marketers receiving our e-newsletter.

Final note: Want to reduce customer acquisition costs and dependency on paid media? eDigital‘s marketing strategy training will unmercifully review your marketing, help you build a marketing engine with channels and assets you own, stir your team’s thinking, bring new ideas for new conversion paths and boost customer lifetime value.


was brought to you by Mau
cat laptop rug book red glasses illustration

Mau is one of the most popular marketing consultants and facilitator of eDigital‘s best marketing strategy training and best social media training. Top marketers use Mau’s popular Digital Marketing Plan and Social Media Plan templates.

Book Mau for your next training day or join 5k+ marketers receiving Mau‘s e-newsletter.