Reporting and analytics software

Configurable CRM suite with Sell, Serve and Market for mid-size and enterprise teams

Best for: Mid-size teams that want a configurable CRM with sales, service and marketing options

Configurable CRM suite for sales, service and marketing with published per-user prices and a 15-user minimum on Sell.

• Contact management
• Marketing automation
• Pipeline management
• Reporting and analytics

Live chat and AI chatbot for small online businesses

Best for: Small online businesses wanting chat plus a chatbot quickly

Tidio combines a website live chat widget, chatbots and a lightweight inbox in one product. Small online businesses use it to answer visitor questions,…

• AI assistant
• Canned responses
• Chatbots
• Integrations

Lifecycle email and in-app messages for SaaS

Best for: SaaS lifecycle teams

Userlist focuses on SaaS lifecycle email with user and company data, workflows and in-app messages. Implementation and pricing depend on user volume. Userlist is…

• Contact management
• Email campaigns
• Email templates
• Forms

All-in-one CRM with a free Pilot plan

Best for: Small businesses wanting an all-in-one CRM on a budget

Vtiger One is a CRM suite covering sales, marketing and support. A free One Pilot plan has been advertised for teams that need multiple…

• Contact management
• Customisation
• Email and calendar sync
• Marketing tools

Enterprise-grade support suite with ticketing, messaging and AI agents

Best for: Growing support teams that need many channels and deep automation

Zendesk is one of the longest-established customer service platforms. It turns email, chat, social and phone conversations into tickets that agents work from a…

• AI assistant
• Canned responses
• Integrations
• Knowledge base

Highly configurable CRM with a free edition and a wide app ecosystem

Best for: Cost-conscious teams that want flexibility and a broad app suite

Zoho CRM manages leads, contacts, deals and sales activities, with workflow rules, scoring and the Zia AI assistant. A large suite of Zoho apps…

• AI assistant
• Customisation
• Email and calendar sync
• Integrations

Context-aware help desk that fits neatly into the wider Zoho ecosystem

Best for: Budget-conscious teams and Zoho CRM users

Zoho Desk is the customer service product from Zoho. It manages tickets across email, phone, chat, social and web forms, with an agent workspace…

• AI assistant
• Customer surveys
• Customisation
• Knowledge base

Lead journeys and scoring for Zoho CRM users

Best for: Zoho-centred organisations

Zoho Marketing Automation provides lead journeys, scoring, segmentation and multichannel campaigns, with native integration to Zoho CRM. Pricing is contact-based. It fits best when…

• CRM integration
• Customer journeys
• Customer surveys
• Email and calendar sync