Top CRM Companies

Top CRM Companies

Just delivering the best products and services to the customers is no longer sufficient; building a relationship with them to improve loyalty and retention is the key to thriving in today’s competitive business landscape and escalating the bottom line. Especially during these times of global crisis, it is essential to show empathy towards customers than ever before. Mass messaging might not the best way; businesses should instead create personal connections, not because it will benefit the business but because it is what customers need.

Customer experience (CX) is still king. To that end, companies are adopting more modern, innovative customer relationship management (CRM) technology in order to deliver experiences that keep customers coming back for more. Companies are increasing their investment in self-service technologies such as marketing resource management solutions to track marketing outcomes, commerce solutions, and customer-facing configure price quote (CPQ) solutions, chatbots, knowledge management, and more. Alongside, businesses are utilizing innovations such as AI-fueled CRM to identify the right insights and optimize campaigns, product configurations, and pricing.

At a time when remote working is at its peak, collaboration tools embedded in CRM are enabling centralizing streams of discussions in a way that makes people more productive and efficient. Furthermore, a single-channel approach to CRM is becoming mainstream. The sole idea of moving from multichannel to a single channel is that people no longer have to switch between multiple channels to communicate with the customer. The centralized interaction will help companies in the extraction of valuable information and streamline internal operations. Besides, as more companies shift to subscription models, renewals and expansions will become more critical to their success. New CRM licensing models that focus on business value and outcomes, rather than software consumption, will emerge.

Against this changing backdrop, to assist companies in finding accomplished CRM solution providers companies and consulting/ services companies, CIOReview has compiled a list of leading customer relationship management firms that are at the top of their game. The enlisted organizations are addressing CRM challenges and transforming the associated operations and processes at the convergence of several disruptive technologies. Besides, the magazine also comprises insights from thought leaders in the sector on the industry trends, best practices, recent innovations, and their advice for the aspiring CIOs.

Top CRM Solution Companies

ROI Solutions

ROI Solutions is a CRM Company dedicated to helping nonprofit organizations make the world a better place. The company provides strategy and state of the art technology and helps to drive increased revenue and positive results for its clients by enabling them to accomplish their important work


Built for remote working, TeamSupport’s solution supports the concept of support teams in different time zones around the world, as well as global customers with unique needs, holidays, and SLAs. Created by industry experts who lived through the struggles of being a mission-critical B2B company in a B2C (business-to-consumer) support world, TeamSupport has spent the past decade creating a customer support solution to help companies build stronger customer relationships. With an emphasis on collaboration among teams and built around the entire B2B customer — rather than focused on each contact or ticket — TeamSupport stands alone as the leading customer support platform created for businesses who need to help other businesses solve problems

360 View

360 View is the growth platform developed for banks and credit unions, providing all the tools necessary to maximize the client team’s performance. The company’s solution goes beyond CRM, allowing clients to gain insight into customer profitability, automate marketing campaigns, and track goals and incentives, all while providing richer relational experiences that are personalized to every customer’s unique needs


Baesman helps clients understand their customer segments, develop targeted campaign strategies, execute flawlessly on those campaigns and deliver thorough hindsight analysis. Their marketing strategies help clients to deliver the right message, to the right customer, at the right time through the right channel to drive profitable consumer behavior


Bloomerang helps nonprofit organizations to reach, engage, and retain the advocates they depend on to achieve their vision for a better world. The company’s cloud-based donor management application is rooted in principles of philanthropy, simple to use, and focused on empowering your team to achieve remarkable results through enhanced donor loyalty


BLVCKDOT is a technology company focused on connecting everyone to everything, everywhere, in any environment. They creates, improve, and refine tools that change industry standards and expectations of what technology can do. The company’s smart technology advances have enabled it to not only change the rules but to change the game completely. BLVCKDOT’s software has been meticulously designed to help automate manual tasks and processes, so customer can spend more time doing what they love

Clear C2

Clear C2, a technology solution provider is deeply rooted in the digital world as a leading CRM systems vendor across a variety of enterprise arenas. The company started over two decades ago, and began its humble journey in the software ballpark with a simple contact management solution. Presently, Clear C2 is a robust enterprise CRM that has a simple user interface, and the automation of client relationship management process it offers allows users to dominate their business goals, and scale great heights with data analytics, security compliance, and significant return on investments


CustomerCount is a flexible, online Customer Feedback Management System providing intuitive real-time reporting, fast turnaround on updates, detailed and dynamic data gathering with comprehensive reporting for process improvement and customer loyalty to improve clients’ bottom line. It was developed and is still managed by Mobius Vendor Partners, formed in 1999 as a firm focused on business process design and management. CustomerCount designs company or product branded survey communications that present questions that will maximize response rates and get clients the information they need

Dynamo Software

Dynamo Software offers an industry-tailored, highly configurable platform that solves challenges across the private investment landscape for fund managers (GPs), deal teams, asset owners/allocators (LPs), and related industry participants. The Dynamo software platform benefits from intensive collaboration with internationally prominent clients to optimize the front-to-back office productivity of deal teams, fund managers and asset allocators, while providing innovative solutions to facilitate data exchange between these firms

Gem3s Technologie

Gem3s (spelled as gemcubes) was started as a student initiative company by a group of friends from Loyola College in 2009. The organization is built by young enthusiastic men who are eager to explore the heights of software technologies. The company’s aim has always been to satisfy clients and pay the best out of them. The ultimate is to produce projects on-time and outsource their talents for the best of their companions and to match the competitors

Kapture CRM

Kapture CRM is a cloud-based Customer Relationship Management services and solutions provider. Its offering of the stand-alone mobile CRM software centralizes operations for a company, addressing the needs of startups, small businesses and large organizations. Focused on Sales, Service and Operations, Kapture serves industries like transportation, retail, healthcare, FMCG, ecommerce, media, banking, education, and much more. Kapture’s device independent solution platforms integrate the services offered by the company by capturing leads from various channels and sources. The customizable operational features, in-built integrated APIs and Android optimization ensures lower costs and higher efficiency

LeadSmart Technologies

As one of the best CRM, marketing automation, and channel collaboration suite provider, LeadSmart Technologies combines workflows and best practices into a single simplified system. Built on the or Lightning development platform from SalesForce, the company’s products integrate various marketing automation systems into a single suite. The CRM system can manage partner collaborations and relationships with representatives, agents, dealers, brokers, distributors or other channel partners. The high performance capabilities of the products give LeadSmart Technologies the capability to convert leads into sales ready opportunities, as per the industry or enterprise requirements

NewGen Business Solutions

NewGen Business Solutions is a Midwest leader in the implementation and support of quality business software. NewGen Business Solutions has been working with enterprise solutions including ERP, Accounting, MRP, Distribution, Manufacturing and CRM, for over 25 years. The company provides training, support and implementation of only the best, well respected products on the market

Pangea Group

Pangea Group is a Microsoft Dynamics 365 consulting practice whose adaptability, flexibility and expertise allows them to work seamlessly with clients regardless of their industry. The company’s dedicated and certified Microsoft Dynamics consultants have a deep understanding of Dynamics 365 and thanks to their multiple cross-industry implementations, they provide clients insight into how to implement and utilize Dynamics 365 at the best


PROLIFIQ is the leading sales enablement company, pioneering native Salesforce account planning and content delivery software that empowers sales teams to boost performance and become trusted customer advisers. The world’s leading brands choose PROLIFIQ to crush competitors and ace the customer experience. The company brings customers and their people together by simplifying the most valuable selling motions inside Salesforce with native, turnkey applications


Quick Base is the platform that businesses use to quickly turn ideas about better ways to work into apps that make them more efficient, informed and productive. Quick Base is used by more than 6,000 customers, including half of the Fortune 100, across a variety of industries and use cases


Rackspace accelerates the value of the cloud during every phase of digital transformation. By managing apps, data, security and multiple clouds, they are the best choice to help customers get to the cloud, innovate with new technologies and maximize their IT investments. As a recognized Gartner Magic Quadrant leader, the company is uniquely positioned to close the gap between the complex reality of today and the promise of tomorrow


Repbox is a CRM platform designed specifically for Manufacturer Sales Representatives, Distributors, and Manufacturers. It’s flexible, intuitive, and structured to custom fit the multi-line rep business model. Repbox is easy to use, saves time, and brings everything clients need to do into one place. The company’s goal is to goal is to make clients better at what they are doing by connecting all of their business dots and simplifying their business processes

Streak CRM

Streak CRM improves sales performance and business workflow by integrating CRM into the Gmail inbox. According to Forrester Research, only 10% of CRM adoption is voluntary and 25–40% is forced. Streak’s end-user focused platform requires little to no training and is as easy to use as a Google Sheet. Since 2011, the company has grown to 6000+ customers worldwide with industry leading companies customers such as Opendoor, Uber, Atlassian, Logitech, Rappi, and Keller Williams


Founded in 1996, Zoho Corporation is the software company behind three great brands: Zoho, ManageEngine and WebNMS. Zoho offers beautifully smart software to help clients grow their business. With over 50 million users worldwide, Zoho’s 45+ products aid customers sales and marketing, support and collaboration, finance and recruitment needs by letting their focus only on their business

Top CRM Consulting/Services Companies

Discovery Data

Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries. Their data, analytics, and services create actionable intelligence that enables clients to more effectively target opportunities and execute go-to-market initiatives.In the end, revenue is accelerated and business goals are achieved. With an unwavering focus on excellence, Discovery Data delivers unparalleled results for clients’ sales, marketing, and recruiting departments


Highbridge is a Salesforce Partner who advises and deploys compliant strategies and integrations for enterprise customers to exceed their return on technology investment. With cross-cloud expertise in all Salesforce products and solutions, the company assists organizations in understanding and implementing Salesforce stack to achieve success. Highbridge also helps partner companies implement solutions for their customer’s digital transformation vision, acquiring a leadership approach during the engagement. Instead of growing billable hours, the company focuses on exceeding the expectations of the implementation

Touchpoint Solutions

Touchpoint Solutions, comprising a highly focused team of experts who love CRM, helps clients get the most from their CRM investment through consulting, best-in-class solution design, and custom application development. The company provides ongoing support through two main products: AdminBASIC and AdminPLUS. Functioning on a reactive model, AdminBASIC primarily caters to companies that have an established solution and require additional capability or man hours. With AdminPLUS, Touchpoint Solutions takes on a broader role and provides clients access to their full team of CRM experts, enabling them to realize their vision of unlocking their CRM solution’s potential. On the development front, Touchpoint Solutions’ core focus is designing CRM applications for complex business requirements. One example is the Union Toolbox: a solution specific for labor unions that enables them to collectively manage membership. Touchpoint Solutions is focused on providing business solutions that improve employee productivity and provide a measurable return from their CRM investment

West Coast Consulting Group (WCG)

West Coast Consulting Group (WCG) leverages its in-depth business experience and technical knowledge to provide cloud solutions that improve and transform the business processes of its customers. WCG helps businesses expand their CRM footprint into other teams that depend on or provide services to customer-facing teams: Finance, accounting, supply chain management, and beyond. On the Salesforce side, WCG’s Accelerators package discrete business processes with the associated data and workflow configuration, APIs, and dashboards to illustrate focussed functions that they can deploy to increase the value of their Salesforce platform. Some of the company’s most widely deployed Accelerators include CloudCollect, Commercial Approvals, Mapping Data Visualization, and ERP Integration Accelerator


AlphaBOLD, a Microsoft Dynamics partner consultant, connects the business with customers efficiently with next generation digital transformation and consulting. Leveraging Microsoft platforms like Dynamics 365, Dynamics CRM, SharePoint, Office 365, and Azure, the firm streamlines the business procedures. The personalized customer relationship management solutions created with Microsoft Business Cloud empowers the business with agile digital at scale implementations that deliver high performance levels and customer satisfactions. AlphaBOLD brings in the benefits of cost and lesser delivery time, while serving industries like legal, field service, property management, financial services, and energy


goVirtualOffice is an award-winning NetSuite provider helping companies enhance productivity, improve efficiency and grow profits by unifying, simplifying and automating business processes. The company offers the most comprehensive business management software designed to unify the clients’ team, projects, sales, accounting, HR, ERP and reporting so they can modernize their business and breakthrough the barriers to growth


Founded by former Googlers, Infoglen is a registered Salesforce implementation partner specializing in delivering high quality CRM and custom solutions. With a strong team of Salesforce experts consisting of architects, developers, and admins, the company offer technology that transforms customer experience and business. The focused services of Infoglen include Salesforce CRM implementation, app development, integration & data management, on-demand services, and solution architecture consulting among others. Working with industry verticals like network security, healthcare, staffing, and high tech & communications, Infoglen have completed more than 30 Salesforce implementation projects with high efficiency


The Omniscient application operates on a few simple principles: to simplify technology for financial services firms while helping them reduce the use of multiple applications and data bases, thereby allowing business leaders to see all business data at one time and empowering them to use these data driven insights to improve the decision-making process. With CRM as its core functionality, the platform performs a range of interrelated activities involving financial document integration along with managing customer interaction portals, service, and case management processes. The Omniscient database records all information received from banks and other financial institutions seamlessly, thereby accelerating data processing for its users


Perkuto helps marketing leaders who are frustrated with not having a bigger impact on revenue. As a Marketo Platinum Partner, Perkuto’s team of experienced consultants create impactful strategies, optimize marketing operations, simplify MarTech, and execute on day-to-day campaigns. The company assists marketing leaders in exceeding their goals and rise to the top

Stonehill Innovation

Stonehill is a strategy and innovation consultancy that helps businesses to identify opportunities, create change, and accelerate growth. The company’s teams consist of an innovative blend of creative, strategy, technology, and change management experts that allows it to unite the functional silos of business in the common objective of creating differentiated customer experiences. Stonehill uses the design thinking approach to define brands, design services, and deliver experiences

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