The 7 Best CRM Software In Australia For 2024

4.7
(32)

(32 votes, average: 4.7 out of 5)

Choosing the best CRM software for your Australian business is tough. You need a CRM system that will improve communication between your marketing, sales and product teams, is easy to use and yet doesn't cost a fortune. Moreover, it needs to scale with your business forever - because the last thing you want is to outgrow your CRM. If you have ever migrated from one CRM to another, you know how inefficient and distracting it is. In this guide, I ranked and reviewed the 7 best CRM software systems in Australia, highlighting my top four picks for 2024, so that you can streamline your business operations and grow faster.


Last updated: January 2nd, 2024

Best CRM for Australian SMBs

HubSpot

HubSpot is the best CRM for Australian businesses with less than 250 staff. Its suite of excellent tools keep business headaches down and productivity up.

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Best CRM for PM teams

Monday.com

Monday.com is the best CRM for businesses that focus on delivery of complex projects. If more people work on each client, get Monday.com

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Best cheap and simple CRM

Pipedrive

A simple, fast, easy-to-learn CRM, Pipedrive is excellent at one thing: building spectacular sales pipelines that convert. Your sales team will love its simplicity.

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Best enterprise-level CRM

Salesforce

A veteran of the CRM world, Salesforce is a behemoth. More expensive than other CRMs, it’s also the most powerful and flexible.

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Opinions in this review are based on my personal experience with the products. Brands don’t get to offer editorial input nor see the review before it goes live, but may compensate me at no cost to you, if you choose to purchase a product on this page. Can you trust this review? Read the financial and editorial disclaimers.


Last updated: January 2nd, 2024

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Before we dive headfirst into the seven best CRM software systems, let’s take a minute to diagnose our problem and orient ourselves to what we actually need.

The internet is saturated with so many fast-talking marketing sharks and con-trepreneurs that are ready to lure you into costly monthly subscriptions for their CRM solutions. I see it all the time, and I want to help you steer well clear of those and bring to your attention the reputable ones.

Most of you here belong to one of two camps:

  • You either need to bring order to administrative chaos.
  • You’re struggling to build an effective sales and marketing pipeline.

The good news is that some awesome CRM solutions are out there to help you with either (or both) of these problems.

Russell Brunson, the founder of ClickFunnels, said in his New York Times bestselling book Traffic Secrets, “Until you own the traffic, you’re always left to the whims of the network [Google, Facebook, etc.].”

How can you ever hope to own the traffic without an intelligent system to capture and leverage information about your leads and customers?

It’s akin to handling all your money without a bank account; you’d have loose change falling out of your pockets… so much would go unaccounted for… so many missed opportunities.

If this is how you’re currently managing customer relationships, you’re not alone.

1. HubSpot CRM.

Best CRM for Australian SMBs.

best crm software

I’m a big-time HubSpot fanboy (although, I’m well into my thirties now, so does that make me a fanman?).

I got hooked on HubSpot CRM because of its ease of use.

I distinctly remember being pleasantly surprised when navigating the intuitive interface and tinkering with the platform for the first time.

It’s an all-in-one platform that’s a delight to use.

Even novices won’t need to seek assistance in forums and on YouTube for the most basic tasks.

From the main dashboard, the toolbar has clearly labelled drop-down menus, and you can easily navigate between the five different “hubs” (which are separate products in their own right):

  • Marketing Hub: run engaging inbound marketing campaigns and capture leads.
  • Sales Hub: utilise a full suite of tools to boost productivity and streamline your sales process.
  • Service Hub: connect with customers and provide them with an exceptional customer service experience.
  • Operations Hub: connect your apps, sync and clean customer data, and automate tasks for a frictionless customer experience.
  • CMS Hub: manage website updates, hosting, and infrastructure in one place.

Best of all, you can sign up for free and experiment with these features to really get the feel for them. And not just a free trial; I mean there’s actually a free basic account.

Don’t like the platform? Nothing lost.

As the sagacious philosopher Ariana Grande once said… “Thank you, next.”

The free plan includes some essential CRM features, such as contact management, deal tracking, and reporting.

And that’s just the tip of the iceberg; their paid plans are enriched with some outstanding marketing automation features that will save you time and money when carrying out repeatable tasks.

Everything, including your social media, website, forms, and emails can be accessed from one place, and it makes managing your customer interactions incredibly easy.

One of the standout provisions of HubSpot is the library of over 1,000 third-party integrations.

These are essentially other apps you’re using (Gmail, Facebook Ads, MailChimp, WhatsApp, Calendly, Zoom, etc.).

And if you can’t find a particular app in the HubSpot library, you can always connect to other IT tools such as Zapier or HubSpot’s open API – so there’s always a workaround.

Who It’s For.

In terms of its ease of use, it’s a great tool for those planning to roll out the CRM platform across different functions, especially if those functions include those who typically lack technical expertise.

Without sounding disparaging, it’s CRM software that even the lowest common denominator will find easy to adopt.

Since a system is only as good as its weakest link, given the barrier for entry is much lower than other platforms, HubSpot is the perfect candidate.

The learning curve isn’t as steep as, say, Salesforce.

As for purpose, HubSpot is home to a suite of tools that are designed to help you sell more efficiently to your existing customers and new leads.

I’d literally need a whole article to discuss each of those in detail, but one feature, for example, is the calendar link in your email signature which lets recipients easily schedule meetings without the needless emailing back and forth.

One of my favourite features is Sales Sequences.

I use these to send automated emails to my current customers to stay front of mind. Sending free content such as blogs and eBooks works best as they tend to let their guard down (most hate being sold to).

I wouldn’t have the time to fire out these emails manually, and I’d most likely forget!

So if you’re a bootstrapped start-up with a low budget and you can’t afford cost-effective remote support from agencies on Upwork or Fiverr, you should definitely explore building email marketing sequences for scaling your business.

Expert Tip.

My advice would be to use the free version as long as you can and only upgrade when you can afford to. Building a bundle can save you a small fortune.

This is a lesser-known package that only the thrifty searchers will stumble across in their research. Don’t pay for these individually!

Pricing.

For Marketing Hub:

  • Free – $0
  • Starter – *$22/month/user
  • Professional – *$1,150/month (includes 3 seats and 2,000 marketing contacts)
  • Enterprise – *$5,200/month (includes 5 seats and 10,000 marketing contacts)

For Sales Hub:

  • Free – $0
  • Starter – *$22/month/user
  • Professional – *$126/month/user
  • Enterprise – *$190/month/user

*When billed annually (yes, even the Enterprise Marketing Hub).

Reasons To Buy.

  • Detailed analytics. Generate detailed reports and view customisable dashboards on various metrics in real-time. Track progress, identify trends, and make data-driven decisions.
  • Clean interface. This makes it pleasurable for task management; creating tasks, setting due dates, and assigning them is a breeze and helps you prioritise workload.
  • Friendly support. You have access to live chat, phone, and online meeting support. Also, the HubSpot community is incredibly supportive. There’s a plethora of threads, and it’s overwhelmingly likely that someone has already experienced the same problem and posted a detailed resolution.

Reasons To Avoid.

  • Landing page tool. It auto-saves every few seconds and the lag drives me nuts.
  • Web tools. There’s a lack of advanced CRM features, for instance, A/B testing marketing campaigns.
  • Limited customisation. Field customisation and workflow automation are restricted in their options.
HubSpot CRM Scoring CriteriaScore
Single Source Of Truth5/5
Support5/5
Business Management Tools5/5
Ease Of Use5/5
Cost4/5
TOTAL 4.8/5

2. Monday.com.

Best CRM for teams running complex projects.

best crm software

Monday.com is hands-down the best if you sell services that require a heavy focus on project management.

It’s a platform in which your sales team and your operational team will all be singing from the same hymn sheet.

Important!

Like HubSpot, it’s easy to use and useful if your efforts are currently scattered across different apps such as spreadsheets, reminders, calendars, and social media channels.

The transparency you get with Monday.com means you’ll have complete visibility over the statuses of all projects on your radar.

There can be no hiding. Employees can’t go AWOL or MIA.

It’s all there in black and white (well, in colour actually, but you know what I mean). You have access to the entire comment history and subsequent replies.

There’s a comprehensive record of what has and hasn’t been achieved, and you’ll never need to get lost in a chain of emails again.

In fact, the level of functionality renders internal emailing almost useless.

Not only that, but Monday.com’s notification system is a well-oiled machine.

When a task is completed, it automatically lets the next person in the process know so they can start their work. How amazing is that? It takes away the pain and emotion of having to delegate endless tasks.

(Related: 7 Best E-Commerce Platforms).

Who It’s For.

Monday.com is superb for project managers and team managers. If all this is new to you, you’re going to wonder how you ever coped without it in the first place.

If you’re managing multiple projects and dealing with multiple teams simultaneously, you’ll appreciate being able to see the flow of your projects and the status of delivery at each stage.

That visibility means you can align and deploy your resources more effectively.

Important!

Some employees might rebel against such CRM platforms – particularly those who like to take a back seat and aren’t autonomous.

And that’s exactly why Monday.com is great, as it makes it harder for the free-riders to piggyback on the back of a team’s successes.

Look, I know some out there will argue that we should trust employees, but keeping an eye on employees doesn’t mean to say we’re living in some sort of Orwellian surveillance state.

Humans, by their nature, will often seek the path of least resistance, and it’s the job of leaders to lead them down the path of results.

Monday.com’s mobile app could do with some improvement – one example being the inability to add filters to see what tasks need to be completed by whom and by when.

So, if you travel a lot when working and manage your team’s workload via mobile, you might find it harder to keep track of what’s going on.

Also, setting up recurring tasks also requires some legwork in automations, whereas other CRM systems allow you to set up recurring tasks in a matter of clicks.

Expert Tip.

If you’ve never used a marketing automation tool, you’ll need to upskill if you truly want to get the full Monday.com experience.

Pricing.

  • Free – $0 (includes 2 seats)
  • Basic – *$33/month (includes 3 seats)
  • Standard – *$42/month (includes 3 seats)
  • Pro – *$66/month (includes 3 seats)
  • Enterprise – contact for a quote

*When billed annually.

Reasons To Buy.

  • Visibility and control. Reduces project management administration (and the stress that comes with it).
  • Accountability. Team members are encouraged to take greater responsibility owing to the visibility of everyone’s workload and performance history.
  • Reporting. Dashboards are automatically updated based on live data, so there’s no need to keep maintaining them.

Reasons To Avoid.

  • Mobile app. The functionality is lacklustre compared with the desktop version.
  • Minimum license structure. The basic plan is for a minimum of three members, and if you want to upgrade, you have to do so incremental jumps (3, 5, 10, 15… and 50 to 100). That gets costly if you only need to add one additional seat.
  • G Drive incompatibility. While file uploads are possible, I’m surprised there is no direct integration with Google Drive, which would save so much hassle.
Monday.com CRM Scoring CriteriaScore
Single Source Of Truth5/5
Support5/5
Business Management Tools4/5
Ease Of Use4/5
Cost4/5
TOTAL 4.4/5

3. Pipedrive.

Best simple and inexpensive CRM.

best crm software

Pipedrive is a CRM platform built by salespeople for salespeople. The focus is very much on organising your sales pipeline, and it does this by keeping things simple.

It makes effective use of Kanban-style drag-and-drop pipelines.

The intuitive sales automation system helps you nurture leads and close more deals. Who wants to spend hours of valuable time on mundane administrative tasks?

While other CRM solutions include automation, with Pipedrive, you can automate just about any workflow in your sales process, such as qualifying leads, creating quotes, sending invoices, and triggering a sequence of personalised emails (drip campaigns), chatbot responses, and revenue forecasting.

My favourite automation feature is the “smart contract”, which helps you discover valuable insights about customers.

At one click of a button, this feature scrapes data from public sources like LinkedIn, Google, and Twitter and estimates how “hot” your leads are.

It’s frightening how accurate this is!

Pipedrive stands out from other CRM tools due to the freedom of unlimited contacts, sales pipelines, and custom fields that are included in the most basic package.

With the likes of HubSpot CRM, you’ll need more upgrades to scale your operations – and all these add-ons quickly add up!

Despite its library of third-party integrations being smaller (250+), it makes use of open API, meaning you can connect any system or app in your technology stack.

Who It’s For.

Pipedrive’s singular goal is to help sales teams sell. You won’t find many gimmicky marketing or service features.

If you don’t need all the bells and whistles that other all-in-one platforms provide, consider a laser-focused system that does just one function amazingly.

Pipedrive serves its own niche particularly well, but it has a few missing tools that many businesses need.

You don’t have access to project management or email marketing tools, and you’ll need to pay extra for web forms and chatbots that help you generate new leads.

If you need more features and want to scale your entire organisation (not just your sales team), then you might want to consider an all-in-one CRM solution.

As for reporting, Pipedrive is simple and functional.

For most sales teams, it provides a repository of data and intelligence without all the extra fluff that usually comes with analytics.

Data nerds may prefer more sophisticated platforms where the reporting capability is more advanced and offers more granular detail.

Pricing.

  • Essential – *$14.90/month/user
  • Advanced – *$27.90/month/user
  • Professional – *$49.90/month/user
  • Power – *$64.90/month/user
  • Enterprise – *$99.00/month/user

*When billed annually.

Reasons To Buy.

  • Drag-and-drop sales pipeline. There’s something so addictive about lead management when using Kanban-style sale pipelines. Goodbye, to-do lists!
  • Sales-specific workflow automation. Eliminates tedious and unnecessary admin and reduces the chance of human error.
  • Smart contacts tool. The scraping tool means you’ll no longer have to go manually searching for customer information. It finds publicly available info about a customer and drops it right under your nose.

Reasons To Avoid.

  • Niche usage. It’s a CRM solution for sales teams, so this severely limits wider business adoption. If you’re trying to synergise your projects across departments, you’ll need an all-in-one solution.
  • Reporting functionality. While the dashboards are clean and colourful, you don’t have access to granular data that you can extrapolate to form your own conclusions about customer behaviour. Data analysts will find this restrictive.
  • No project management features. It’s a system designed to do one thing and one thing only: help you sell, sell, sell.
Pipedrive CRM Scoring CriteriaScore
Single Source Of Truth3/5
Support4/5
Business Management Tools3/5
Ease Of Use5/5
Cost5/5
TOTAL 4/5

4. Salesforce Customer 360.

Best enterprise-level CRM system.

best australian CRM

Salesforce, a subsidiary of Microsoft, is big, expensive, data-driven piece of CRM software with more tools, add-ons, and service packages than you can shake a stick at.

It’s known for its specialised software and being able to adapt to your needs.

From a reputation and functionality perspective, it can be regarded as the Microsoft Word of CRMs in the sense that it’s safe and trustworthy.

Salesforce is a force to be reckoned with and is often regarded as the benchmark which the other best CRM software companies measure themselves against.

Salesforce Sales Cloud is also referred to as Customer 360, but what does that actually mean? Is 360 just sales hyperbole?

Sniff around enough CRM web pages, and you’ll notice some mention of it on almost everyone. As for Salesforce, they’re the OG, and most are cheap imitations.

They back up their claim of a 360-degree view of customers, giving you the ability to store, track, and analyse customer and prospect information in a central location.

It’s the unification of sales, marketing, operations, service, and other functions under one umbrella.

The integrated CRM software means everyone in your organisation has a single, shared view of each customer in the entire Salesforce ecosystem.

The sheer depth and enormity of Salesforce is a wonder to behold.

There’s a slew of third-party integrations, and I’d need to write a book to cover all 8,700+ mission-critical partner apps and services. But I’ll mention a few which I’ve found useful and have wide application.

Important!

A big draw is the Tableau AI platform, formerly known as Einstein, in which you can mine customer and sales data from myriad sources.

You can also build apps without coding expertise; Lightning Data cleans leads and contacts; Pardot offers marketing automations; Chatter is the social network. The list goes on…

Who It’s For.

You can be forgiven for thinking that Salesforce is aimed exclusively at big businesses because of corporate clients (Walmart, Amazon, American Express, Toyota, and Spotify). But the reality is that most are small businesses:

  • 49% are small businesses (fewer than 50 employees).
  • 40% are midsize businesses.
  • 11% are large (over 1,000 employees).

While the bespoke and adaptive nature of the platform means it appeals to any organisation whose departments are currently working in silos, where Salesforce Sales Cloud really shines is for enterprise customers.

It’s the bridge that brings everything together for effective sales and operational planning (S&OP).

For smaller companies, I’d recommend HubSpot for its user-friendly interface.

But very few CRM solutions are practical for big businesses. That’s why Salesforce often steals the spotlight.

It allows them to integrate customer data that is typically fragmented and spread across multiple tools and apps.

I love the reporting capabilities, especially the pre-built reports that encompass the many KPIs which are measured in the corporate world, including win ratios, conversion rates, top accounts, and activities.

Security is often of greater concern to bigger businesses, given that a cybersecurity threat could be devastating.

With Hyperforce, Salesforce apps can be accessed securely and reliably and maintain customer compliance and data residency requirements (great for public sector entities).

Getting started with CRM software can be offputting, particularly when the initial set-up involves a huge infrastructure build and integration, but Salesforce has several pre-built solutions (financial services, nonprofits, retail, public sector, telecommunications, education) to minimise the pain.

Pricing.

Salesforce’s pricing structure is complicated, and it seems as though they have a solution for anyone and everyone. But here are some of their most standardised packages:

(All prices below are per month per user when billed annually, with the exception of Marketing Cloud, which is a flat price for any size team and charged monthly.)

  • Small Business – Starter $35; Sales Professional $105; Service Professional $105; Marketing Cloud Account Engagement $1,750.
  • Sales Cloud – Starter $35; Professional $105; Enterprise $210; Unlimited $420.
  • Service Cloud – Starter $35; Professional $105; Enterprise $210; Unlimited $420.
  • Salesforce B2C Commerce Pricing:
    • Starter – 1% Gross Merchandise Value
    • Growth – 2% Gross Merchandise Value
    • Plus – 3% Gross Merchandise Value

Reasons To Buy.

  • Bespoke platform. The possibilities for creating a bespoke platform are almost limitless.
  • Depth of offering. The enormity of the available apps and their functionality is rivalled only by Oracle’s NetSuite.
  • Security. The CRM software has multiple layers of protection, preventing data loss and minimising damage in the event of a breach. You can create and manage a centralised, cloud-based IT governance framework with rich user permissions.

Reasons To Avoid.

  • Price structure. Additional integrations add up, even for basic features. Also, while prices are displayed by month and per user, you can only pay annually, which is limiting from a cash flow perspective.
  • Overly techy and not intuitive. It has a cluttered user interface and a steep learning curve. Simple tasks aren’t always as simple as they ought to be.
  • Time-consuming configuration. Setup is complicated, meaning it could take weeks or even months before you start seeing any benefit. The adoption phase is likely to be riddled with teething issues and snags.
Salesforce CRM Scoring CriteriaScore
Single Source Of Truth5/5
Support5/5
Business Management Tools5/5
Ease Of Use3/5
Cost4/5
TOTAL 4.4/5

5. Freshsales CRM (AKA Freshworks).

Good budget CRM software.

freshworks crm

Freshsales, as the name suggests, is a sales-focused CRM platform specifically built for sales teams. It’s a platform that helps you sell smarter and close deals faster.

(Related: 7 Best Home Business Ideas).

With Freshsales being an off-the-shelf CRM tool, you can get going right out of the blocks without the need to spend endless hours customising and building an ecosystem.

(Music to my bloody ears!)

The beauty is in its simplicity; you can connect with all your customers from one place.

There’s even a built-in email and phone system to simplify the process. 

Your sales pipeline can be viewed as a table, list, or Kanban board, giving you complete control over how you manipulate and manage leads. This quick access makes performing tasks at scale much simpler.

Important!

AI seems to be the latest buzzword of the last year, and I’m often sceptical about the claims made by software companies.

But Freshsales’ Freddy AI is the companion you’re glad to have by your side.

In that respect, he’s like the AI version of Samwise Gamgee – reliable, supportive, and will save your skin from time to time (though not from giant spiders or orcs).

This guy has you covered with smart suggestions to manage calendars, set up tasks, and prioritise prospects based on positive and negative sentiments.

As for workflow automation, this helps your business run on autopilot.

Freshsales workflows are one of a kind in their ease of setting up and managing. An automatic summary of every rule is created, and each comes with its own audit log to keep track of changes.

When you need to troubleshoot or make changes, you can test them in a sandbox before automatically syncing them to your account.

Who It’s For.

The full-featured mobile app for Android and iOS is something that sales reps and account managers in the field can use to manage their prospects after meetings and phone calls.

The offline mode is especially convenient; you can update and access customer data when your signal or WiFi is down.

Any changes you make will be synced when you’re back online.

You can literally manage your sales pipeline from your phone, and Freshsales is about the most mobile-friendly CRM software on the market.

Its simplicity, however, turns others off. If you’re the type of person who likes to geek out and build endless customisations, you’ll likely find it restrictive.

Basically, if Freshsales and Salesforce were computer games, Freshsales would be Candy Crush and Salesforce would be Minecraft. If you had to play one, which would it be?

Before signing up, it’s worth noting that Freshsales CRM it’s not an all-in-one platform. To achieve synergy across sales, marketing, and services, you’ll need to check out other CRM vendors.

  • Freshdesk – Manage tickets, automate workflows, engage with customers in real-time, and use other tools to meet the demands of modern customer service.
  • Freshmarketer – Drive personalised engagement across multiple channels and create customer journeys at scale.
  • Freshservice – Break down the barriers between service and ops management.
  • Freshchat – Service customers on the latest messaging platforms like WhatsApp, SMS, Facebook, and more.

For small businesses, the costs might be hard to swallow when stacking all these add-ons, so the CRM software is more appropriate for midsize businesses.

Pricing.

  • Free CRM – $0
  • Growth – *$25/user/month
  • Pro – *$55/user/month
  • Enterprise – *$99/user/month

*When billed annually.

Reasons To Buy.

  • Easy-to-use CRM. This is by far one of the easiest CRM systems to get to grips with, particularly for middle-aged technophobes and those who hate change.
  • Awesome free plan. You can quite easily scale the free plan, and it’s available for three users.
  • Useful AI assistant. Freddy is awesome when it comes to insights and suggesting the next best action.

Reasons To Avoid.

  • Limited customisation. You won’t be able to build a bespoke solution. So if you’re finicky about how things look and “feel”, look elsewhere.
  • Higher tiers are comparably expensive. While the free version is outstanding, the upgrades are expensive when compared to other sales platforms like Pipedrive.
  • No reports are available in the free plan. Many will be suckered in with the free plan, but those relying on data for customer insights will have no choice but to upgrade due to the lack of business intelligence.

6. Oracle NetSuite.

CRM software for enterprise behemoths.

oracle netsuite vs hubspot

NetSuite is one that’s often overlooked, and that’s likely due to it being way more advanced than your typical CRM software, which helps businesses supercharge their customer relationship management.

It’s both a CRM and an enterprise resource planning (ERP) tool.

Important!

ERPs focus on back-end business processes, while CRMs focus on the front end. NetSuite allows you to do both for complete business mastery.

It’s a multifaceted titan that supports the streamlining and automation of processes in finance, manufacturing, supply chain, procurement, human resources, and other core functions.

Even Salesforce is just a CRM system with no ERP software included.

NetSuite offers a holistic view of your entire business management operations, which facilitates efficient data management and the streamlining of processes. It sheds light on many existing processes and highlights bottlenecks.

Given its vastness, you can quickly feel as though you’re lost and floating in space if you haven’t tethered yourself with some rudimentary knowledge.

Looking at its supply chain capabilities, you can control inbound and outbound logistics, warehouse processes, forecasting, replenishment, and inventory management. It’s so nuanced and like a bottomless pit of tools.

For example, there’s a “pick, pack and ship” feature that informs warehouse employees that a product is ready for transport.

And as items move throughout the supply chain, accurate inventory records are kept, which incorporate barcoding, batch tracking, and serial tracking.

What’s more, historical sales are analysed and optimal reordering points are programmed in for each product.

That’s just one example.

Who It’s For.

You take the blue pill – the story ends, you wake up in your bed tomorrow, and you stick to your current CRM software.

You take the red pill – go with NetSuite and see how deep the rabbit hole of ERP functionality goes.

NetSuite is not for the faint-hearted.

Important!

If choosing a CRM system was like choosing the difficulty rating of game – Easy, Moderate, Hard, Gruelling – NetSuite would definitely be the latter.

As with any software, adoption is key to implementation, and if your staff aren’t ready or willing to embrace the challenge, they’ll take shortcuts and only use it for what directly benefits them in the short term.

If you have a team without technical expertise, customer data won’t get sufficiently recorded, project details will be lacking, and account history will be inadequate.

NetSuite seems as though it’s stuck in the past given there is no drag-and-drop capability and the navigation is awkward.

But for the right organisation, it could be the key to unlocking a strategic competitive advantage. Every function of your business will be augmented with more efficient processes.

For instance, its financial tracking automates accounting functions, such as accounts receivable and payable, and there are tonnes of reporting, planning, and billing features too.

It’s a product designed to be used internationally and accommodates multiple currencies.

For established businesses with many moving parts that seem to be growing arms and legs, an advanced solution like this helps you laser-focus on managing your workstream and focus on your value-adding activities.

Important!

Small business owners with less complex needs should consider budget-friendly alternatives for their sales management needs.

Pricing.

NetSuite CRM doesn’t display pricing on its website, as its pricing is tailored according to each company’s needs.

  • A base license starts at $999.00 per month.
  • Per-user access starts at $99.00 per month.

Reasons To Buy.

  • A titan of the CRM world. You have so much power and business intelligence at your disposal.
  • Highly customisable. It can be tailored to each company’s specific needs, and that’s why there are no set prices because each package is truly bespoke.
  • Cloud-based solution. You might be thinking “So what?” but given the mindboggling enormity of the ERP software, to be able to access all this data and business intelligence remotely is impressive.

Reasons To Avoid.

  • No free trial. You can request a free demo, but you have to complete a web form. By the time Oracle come back to you, it’s likely that you’ve already trialled other CRM software packages.
  • Time-consuming implementation and expensive. It can take months if not years to master the software and its functionalities.
  • Not very intuitive. The design and the interface both make it seem like it’s stuck in the past.

7. Zoho CRM.

Good CRM for customisability.

zoho crm australia

Zoho CRM has an astonishing 90 million users worldwide. That’s some serious accolade right there. Being an all-in-one suite, it’s a CRM app that has mass appeal and is trusted by international and Aussie firms of all sizes.

Some of the most notable ones include Renault, Levi’s, Siemens, L’Oréal, and Philips.

All your employees can use this CRM, not just your sales team or customer service teams, so take note if you’re looking for a business-wide solution.

Part of the attraction of the platform is the ability to build what you need. The Canvas feature is the star of the show and lets you customise the look and feel of your CRM.

You can literally design the interface using drag-and-drop from scratch without having to splash out on developers.

B-e-a-utiful!

I love Zoho’s philosophy.

They don’t show ads inside their Zoho CRM software (not even the free editions), nor do they sell your information to third parties.

Also, they block third-party trackers from operating on their sites, so your data and privacy is fully protected. Your business is nobody else’s business.

Expert Tip.

Even though Zoho CRM is cloud-based, it’s one of the few to offer a native desktop application that’s available on Mac and Windows.

With that, you can leverage faster response times and smoother experiences, especially when carrying out intensive administrative tasks. It’s also great for privacy since data is stored on your machine rather than remote servers.

Like Pipedrive, Zoho CRM offers unlimited sales pipelines and dashboards, but it also offers unlimited workflow automation with its standard plan.

Who It’s For.

Attention, calling all tinkerers! Zoho CRM makes building a system pleasurable.

If you spend hours upon hours a day looking at this system, the last thing you want is to be looking at something ugly.

This is your virtual reality.

Given the choice, I’m sure most would rather live in the virtual equivalent of Mayfair rather than Old Kent Road – so design it according to your personal tastes or brand guidelines.

For compulsive fiddlers, you can create endless custom dashboards and multiple pipelines for unique customer journeys. 

There is a steep learning curve for Zoho CRM, so it’s perhaps not the best place to start for newbies. That said, its AI-powered sales assistant, Zia, makes life easier.

It has features such as Data Enrichment, which essentially performs a search on the internet for more data when filling out a new lead. If Zia finds any intelligence about a prospect, it will ask if you want to add this to the record.

Zia also sends you system notifications if it recognises something unusual.

I find building workflows to be migraine-inducing, and having a system troubleshoot and point out snags (when you can’t see the wood for the trees) is worth its weight in gold.

Pricing.

  • Standard – *$22.00/user/month
  • Professional – *$35.20/user/month
  • Enterprise – *$60.50/user/month
  • Ultimate – *$80.30/user/month

*When billed annually.

Reasons To Buy.

  • Affordable. Given its application and functionality, it’s surprising how low the price is.
  • Comprehensive reporting. Get access to dozens of pre-built reports which can be configured in multiple ways, such as charts, tables, and other infographics.
  • Totally customisable. Canvas Builder is a game-changer with its drag-and-drop interface editing abilities.

Reasons To Avoid.

  • Steep learning curve. The feature-rich user interface is tricky to get the hang of, especially if you’re diving into CRM software for the first time.
  • Limited project management tools. Despite being an all-in-one platform, it’s missing some advanced planning features such as Gantt charts and project scheduling capabilities.
  • Speed and performance. Depending on the volume of data stored within Zoho CRM, you may occasionally experience lag and slow loading times.

Frequently Asked Questions About CRM Systems.

Business owners who are about to buy a CRM system for their business typically wonder…

What should I look for in CRM software?

CRM platforms come in a variety of different flavours and have many features. So you’ll first need to decide what your actual goal is.

Before taking out any subscription (unless a free trial), you should figure out which of the following are most important to you:

  • Sales pipeline management.
  • Automate marketing campaigns.
  • Customer relationship management.
  • Map out your customer journey.
  • Workflow automation.
  • Sales forecasting.
  • Inventory management.
  • Customer data management and behaviour analytics.

Once you’ve established the major weaknesses and opportunities in your business, you’ll be able to make an informed decision and find the CRM software that best meets your needs.

Important!

Once you’ve narrowed down your shortlist, consider other factors such as price, user-friendliness, mobile functionality, tech support, third-party integrations, and customer insights.

What are the 4 types of CRM?

Broadly speaking, there are four different types of CRM software, and each has its own function. In the seven best CRM software described above, you’ll notice many are hybrids of these:

  • Operational CRM. Used to streamline and optimise day-to-day customer service processes. They typically include features that improve and automate customer communications such as sales force automation (SFA), integration with social media platforms, and contact management.
  • Analytical CRM. Centred around data analysis and customer insights. Armed with intelligence around customer behaviour, trends, and preferences, you’ll be able to make data-driven decisions. Features typically include advanced reporting, forecasting, and data mining.
  • Collaborative CRM. Fosters communication and collaboration across different departments. Features typically include shared calendars, team collaboration tools, and a history of customer interactions.
  • Strategic CRM. Build and manage long-term customer relationships with strategic implementation of loyalty programmes, customer retention initiatives, and highly targeted marketing. Features typically include lifecycle management and customer satisfaction metrics.

How can I successfully implement a CRM system?

Even if you find the perfect CRM provider, the success of it depends entirely on your implementation and commitment to stick with it. Here are some steps you should take to implement your CRM system:

  • Set realistic goals. You should have a clearly defined vision for what you want your CRM system to achieve. Otherwise, how the heck will you know if it’s achieved its purpose?
  • Do your due diligence. There is no one-size-fits-all solution. Figure out which CRM platform has the most relevant CRM tools for your specific processes, ease of use, and available third-party integrations.
  • Determine accountabilities. CRM software can be a bit of a beast to maintain. Delegate responsibilities to the wider team to ensure someone is responsible for the main facets, for example, a champion for contact management, marketing and sales automation, and reporting.
  • Integrate existing data. This is the biggest headache when setting up and can sometimes take weeks. Strike the right balance and figure out what data is essential. Too much will trap you in an administrative tangle; too little will reduce the effectiveness of your CRM software.
  • Test, test, test! When your system is operational, resist the urge to implement it at scale in a live environment straight away. First, test it on a small sample in a controlled environment. Develop a process for diagnosing, troubleshooting, and ironing out any creases. Repeatedly test before rolling out.

What Is marketing automation in simple terms?

Marketing automation software eliminates repetitive and tedious tasks, saving you time and effort.

Gone are the days when everything needs to be done manually, and every action needs to be triggered by a person.

With marketing automation, you can set up your workflows to send email campaigns, segment audiences, monitor website stats, and carry out lead scoring and behavioural analysis. CRM technology is a proven way of increasing customer engagement and driving sales.

Bottom Line On Choosing The Best CRM Software In Australia.

When searching for the best CRM software, getting it right the first time is the most important thing. If you get it wrong, migrating all your data and workflows is costly and disruptive.

Even if this is your second bite at the CRM cherry, you’ll want to do your due diligence to avoid going back to square one again.

You can’t afford to get it wrong when your competitors out there are getting it right.

Tommy

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2 responses to “The 7 Best CRM Software In Australia For 2024”

  1. Thank you for such a thorough CRM software review. I have been trying to decide between Hubspot and Salesforce for the past few months, and you’ve helped me make the right decision. As a relatively new owner of a business (currently less than $300K of turnover), I appreciate you sharing your extensive business experience. Thanks for the insights!

    • Katrina, thanks! Your CRM needs will change as your business grows, but HubSpot and Salesforce are both great at scaling with it. All the best.

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