As a CRM company serving enterprises, midsize businesses, and SMBs from various industries, we understand that every business has unique demands.
However, all businesses aspire to build revenue 💰 and excellent customer relationships 🤝.
The right CRM technology can help you grow in the competitive space by streamlining how you connect with your prospects, engage with them, and close them faster.
This is why businesses in Australia are significantly leveraging CRM technology. According to a RationalStat report, the market value of CRM software in Australia will reach US$4.4 billion by 2030, up from US$2.5 billion in 2023.
We also found that cloud-based CRM has the highest market share. Plus, businesses are looking for advanced CRM with AI and predictive analytics.
This blog will explore the top CRM software for Australia and how to pick the ideal solution for your business. So, let’s begin with the basics.
Essential features to consider in the best CRM software for Australia
The following key features of top CRM software in Australia are the ones that meet current needs and support the business’s scale.
Let’s learn the top features of CRM software in Australia:
1. Customer data management
A robust CRM in Australia consolidates customer data-like contact details and interaction history-into one platform, enabling more targeted engagement.
2. Lead management and tracking
Effective lead management is a crucial CRM feature that tracks leads throughout the sales pipeline, providing tools for lead scoring, nurturing, and automated assignment.
These features ensure that sales teams can prioritize high-potential leads and manage follow-ups efficiently, directly impacting conversion rates and revenue growth.
3. Sales forecasting and analytics
Sales forecasting and analytics tools are essential for making informed business decisions, and they are the key to successful sales strategies and implementation.
Utilizing the top CRM software in Australia provides accurate sales forecasts, comprehensive pipeline management, and in-depth analytics.
These insights enable businesses to predict sales performance, identify market trends, and allocate resources efficiently for strategic growth.
4. Automation
CRM software with automation streamlines business processes like task assignment, lead nurturing, and follow-ups, freeing your teams to focus more on strategic activities.
An advanced CRM automates repetitive tasks like email follow-ups, data entry, and scheduling and significantly reduces human error for more efficient and accurate operations.
5. Artificial intelligence (AI)
AI enhances CRM capabilities like lead scoring, predictive analytics, and automated customer interactions by providing more accurate, data-driven insights and personalized, real-time engagement.
6. Task management
A CRM system should allow users to create task lists, set reminders, and track progress. This helps coordinate work across teams and ensures no critical tasks or customer interactions are overlooked.
7. Reporting and dashboard
Customizable reports and dashboards are crucial for visualizing your sales data and monitoring performance.
CRM systems should offer robust reporting tools that provide real-time data updates and allow users to create tailored reports.
These insights enable businesses to identify key areas for improvement in sales strategy and optimize processes.
8. Mobile CRM and accessibility
According to a study, 50% of the sales team experience a boost in their productivity using a mobile CRM.
Mobile CRM is increasingly important in today’s business environment, where remote work and on-the-go access are common.
Opting for CRM software with a robust mobile app allows your team to access customer data, manage leads, and perform key tasks from anywhere.
9. Customization and localization
Customization allows Australian businesses to tailor CRM systems to their specific workflows, data needs, and customer strategies, enhancing efficiency and user adoption.
Effective CRM systems Australia offer localization features, ensuring alignment with local legal and cultural requirements. These include support for Australian Dollars (AUD), compliance with the Australian Privacy Principles (APPs), and adaptation to Australian English.
Next, we will discuss the list of high-value CRM software in Australia that you must check.
Top 9 CRM systems Australia that you must explore
Here is a detailed overview of the top options for CRM software in Australia, highlighting their key features, pricing models, customer support quality, and user reviews.
1. Salesmate
Salesmate is a feature-rich CRM system for Australian business operations, enhancing sales, marketing, and customer service productivity.
Powerful built-in lead-generation tools like Web Forms, Live Chat, and Meeting Scheduler allow you to capture leads automatically.
This Enterprise CRM platform favors omnichannel lead nurturing with email marketing and text messaging. Buit-In calling lets you connect with prospects from your CRM, and the Power Dialer speeds up the process.
The wide range of features, such as lead management, sales pipeline visualization, AI functionality, Analytics, and reporting, make Salesmate the top CRM software in Australia.
It comes with Ticketing Software to streamline customer service processes effectively, ensuring your customers are always happy with you.
Salesmate is known for its ease of use and flexibility, making it a popular CRM choice for enhancing productivity. It integrates seamlessly with over 700 apps, making it versatile and adaptable.
Key features
- Contact Management: Get a 360 view of every lead/customer to enhance personalization and build stronger relationships.
- Lead Management Software: Centralize and qualify leads for sales, ensuring your reps focus on the most promising prospects.
- Sales Pipeline Management Software: Visualize your sales cycle, identify bottlenecks, and manage your sales process to focus on closing deals faster.
- Automation: Set your tasks from lead generation, email outreach, task assigning, etc., on auto-pilot.
- Sandy AI: It helps keep your reps productive with quick AI assistance in email writing, contact summaries, meeting schedules, and more.
- Campaigns: Your reps can build highly personalized targeted campaigns in minutes and target widely to grab leads for sales.
- Sequences: Set automated follow-ups and ensure your reps never miss any sales opportunity from their pipeline.
- Customizable Dashboards: Get insights that matter most to your business with dashboards tailored to your needs.
- Sales Reporting: Generate detailed custom sales reports that help you understand sales performance and plan confidently.
Pricing: Billed annually
- Basic Plan: $23/month
- Pro Plan: $39/month
- Business Plan: $63/month
- Enterprise Plan: Customized pricing
2. Tall Emu CRM
Tall Emu is a robust Australian CRM software that manages various business operations, including customer relationships, inventory, and invoicing.
The Australia CRM is particularly well-suited for businesses that require an all-in-one solution that integrates with accounting software like Xero and MYOB.
Tall Emu CRM is praised for its versatility and ability to fill operational gaps, especially for businesses needing a CRM with ERP capabilities. However, as per G2 reviews, some users find the platform limited in reporting features.
Key features
- Inventory and order management
- Customizable workflows and automation
- Detailed customer management, including parent/child accounts
- Integration with Xero and MYOB
- Extensive ERP-like functionalities
Pricing:
- One pricing plan worth $65 per user/month. Plus, it charges $600 for onboarding(one time).
3. Salesforce Sales Cloud
Salesforce Sales Cloud is a top CRM system in Australia that caters to various business needs, from sales and service to marketing and analytics.
Its powerful analytics tools allow businesses to gain deeper insights into target customer behavior, sales trends, and market opportunities, enabling data-driven decision-making.
The extensive app ecosystem and customization options make it adaptable to virtually any industry.
Small businesses might find that while Salesforce provides value through its comprehensive capabilities, it could be more than they need or can afford initially. Check-in detail: Why is Salesforce an expensive choice for small businesses?
Key features
- Lead and opportunity management
- Sales forecasting
- Contact and account management
- Workflow automation
- Customizable dashboards and reports
- Advanced analytics and reporting tools
- AI-powered insights with Salesforce Einstein
- Sales performance management
Pricing: Billed annually
- Starter Suite: AU$30/user/month
- Pro Suite: AU$140/user/month
- Enterprise: AU$231/user/month
- Unlimited: AU$462/user/month
- Einstein 1 Sales: AU$700/user/month
4. Monday CRM
Monday CRM is one of the leading solutions for managing customer relationships, and it is considered as the best small business CRM Australia.
The platform combines robust project management capabilities with comprehensive CRM tools, making it ideal for teams that want to manage sales processes and project tasks seamlessly.
Monday CRM is mainly known for its user-friendly interface and extensive integration options, allowing businesses to tailor it to their needs.
Key features
- Intuitive drag-and-drop interface
- Integration with project management tools and workflows
- Customizable sales pipelines
- Automation for repetitive tasks
- Real-time collaboration and communication tools
Pricing: Billed annually
- Basic Plan: Starts at $10/user/month
- Standard Plan: $12/user/month
- Pro Plan: $20/user/month
- Enterprise Plan: Custom pricing for large organizations
5. Creatio CRM
Creatio CRM is a comprehensive, no-code platform designed to streamline marketing, sales, and service processes for medium to large enterprises.
It offers a highly customizable solution that integrates customer relationship management with business process automation, making it ideal for healthcare, insurance, and retail industries.
Creatio’s low-code tools empower businesses to adapt CRM to their specific needs quickly, fostering greater agility and efficiency.
Key features
- 360-degree customer view and interaction history
- Multi-channel communication and lead management
- No-code customization for rapid deployment
- Automation capabilities
- Industry-specific solutions
Pricing: Billed annually
- Growth: $25/user/month
- Enterprise: $25/user/month
- Unlimited: $25/user/month
6. NetSuite
NetSuite CRM, part of Oracle’s extensive business management software suite, offers an end-to-end CRM solution with a real-time 360-degree view of customers.
The platform excels at managing customer lifecycles, from lead generation to post-sales support, making it an excellent client system management platform. It is ideal for enterprises that must integrate their CRM with broader ERP functionalities.
It is one of the best CRM software for Australia and is particularly suited for companies looking to streamline operations across multiple departments.
Key features
- Comprehensive contact and opportunity management
- Sales force automation and marketing automation
- Real-time dashboards and advanced analytics
- Integration with ERP and other business applications
- Workflow management and time tracking
Pricing: Billed annually
- The pricing starts at $99/user/month for the Australian version of Netsuite CRM.
7. HubSpot CRM
HubSpot CRM is one of the leading client management systems in Australia, popular for its user-friendly interface and extensive integration capabilities.
It provides a comprehensive suite of sales, marketing, customer service, and content management tools.
The platform is well-suited for companies focused on inbound marketing and those looking for a scalable, easy-to-use CRM platform that can grow with their needs.
Key features
- Customizable sales pipelines and deal management
- Email marketing and automation tools
- Lead management with scoring and routing
- Robust reporting and analytics capabilities
- Seamless integration with over a thousand third-party apps
Pricing: Billed annually
- Free plan
- Starter Customer Platform: $15/mo/seat
- Sales Hub Professional: $90/mo/seat
- Sales Hub Enterprise: $150/mo/seat
8. Teamgate
Teamgate CRM is a cloud-based platform streamlining sales from lead capture to customer success management.
It is well-suited for small to medium-sized businesses and tech startups, offering a user-friendly interface that simplifies managing customer relationships and sales pipelines.
Known for its cost-effectiveness, Teamgate delivers strong value for money, making it a top choice for businesses seeking a robust yet affordable CRM solution.
Key features
- Visual sales pipelines
- Lead management
- Task automation
- Real-time reporting and analytics
- Seamless integrations with tools like G Suite, Microsoft Office 365, and Zapier
Pricing: Billed annually
- Starter Plan: Free for up to 2 users
- Team Plan:$39.90/user/month
- Growth Plan: $59.90/user/month
9. Dynamics 365 Sales
Dynamics 365 Sales is a top CRM software for Australia, offering deep integration with the Microsoft ecosystem.
The platform offers extensive customization and advanced features such as AI-driven insights, making it a powerful tool for companies needing deep analytics and complex CRM functionalities.
Key features
- Sales force automation and marketing automation
- AI-powered insights and natural language queries
- Advanced reporting and analytics
- Seamless integration with Microsoft Office 365 and other Microsoft tools
- Customizable workflows and industry-specific solutions
Pricing: Billed annually
- Dynamics 365 Sales Professional: AU$97.30/user/month
- Dynamics 365 Sales Enterprise Edition:AU$142.40/user/month
- Dynamics 365 Sales Premium: AU$202.00/user/month
- Microsoft Relationship Sales:Variable
How to choose the best CRM for your Australian business?
Selecting the right CRM is about finding a solution that fits your needs, aligns with the unique requirements of operating, and supports when your business scales.
The below steps will help you make the right decision in selecting the best CRM software in Australia:
1. Clarify your business needs and involve your team
Before exploring the options of CRM software in Australia, you must define your CRM goals.
Identify whether your primary goal is to streamline sales, enhance customer service, or better manage marketing efforts. Understanding your specific needs will guide your decision-making for CRM.
Further, try to involve key team members from different departments, as their input is crucial-they’ll use the CRM daily. This collaborative approach ensures you choose the right CRM solutions and facilitates smoother implementation.
2. Evaluate ease of use and customization
If a CRM is too complicated, your team might struggle with adoption, so you must consider CRM system Australia options that are intuitive and customizable to fit your specific workflows.
3. Prioritize integration with Australian business tools
If your business operates primarily in Australia, ensuring that your CRM can integrate with local tools like Xero or MYOB for accounting is essential. These integrations are vital to keeping your business operations smooth and compliant with local regulations.
Even for global businesses, using tools widely adopted in Australia simplifies operations and ensures compliance.
4. Consider scalability and industry relevance
Scalability is crucial for handling more users, data, or complex processes, so pick a CRM solution that can support your business as it grows.
Additionally, ensure the CRM offers industry-specific features. Advanced inventory management for retail businesses is great for meeting their unique needs.
5. Set a budget and research CRM platforms
Once you’ve determined your needs, decide on a budget for investing in CRM software. Include factors like upfront costs, training, implementation, and ongoing maintenance.
You must research top CRM solutions within your budget and compare features through reviews and free trials to see which platform fits best.
6. Pilot testing
Before you make the final purchase commitment, it would be wise to run a pilot test with a small group of users to see how well the CRM solution integrates with your existing processes.
This phase will help identify potential issues and ensure the CRM software will deliver on its promises.
7. Ensure local support and vendor reliability
Access to local support can be a lifesaver if you encounter issues or need assistance with compliance matters.
A reliable vendor with a solid reputation also gives you peace of mind that your CRM will be well-supported and regularly updated.
8. Don’t forget compliance and data security
Data security has become a more important concern for businesses in this digitally driven world.
So, ensure your CRM follows the Australian Privacy Principles (APPs), which govern how businesses handle personal information. This will let you protect your business and build trust with your target customers, who know their data is safe.
9. Research and compare CRM platforms
Finally, after narrowing down your options, research and compare different CRM systems in Australia.
Look for customer reviews and case studies that align with your business model. Testing platforms through demos or trials can help you understand which CRM best fits your operational needs.
5 Best practices for CRM implementation and execution
Here are some tactics that you can take after selecting your CRM solution:
1. Migrate data and integrate systems\
Begin with a well-organized data migration process. Ensure your data is accurate and up-to-date before transferring it to the new CRM Australia platform.
After migration, integrate the CRM with essential tools like email, accounting, and marketing automation to ensure smooth operations across your organization.
2. Customize and configure
Next, tailor the CRM tool to fit your specific business needs. This could involve setting up custom fields, automating workflows, or creating personalized dashboards.
The customization helps align the CRM software with your processes, enhancing overall efficiency.
3. Train users and promote adoption
Provide training based on users’ roles to ensure they understand how the CRM can simplify tasks and enhance efficiency.
Training for CRM use could include:
- Hands-on workshops
- Online tutorials
- Ongoing support
The goal is to ensure high user adoption, so your team feels comfortable and confident using the new system.
4. Monitor and improve continuously
Once the CRM is live, regularly monitor key metrics such as user adoption and customer satisfaction. Collect feedback to identify areas for improvement, ensuring the CRM software continues to meet your evolving business needs.
5. Leverage vendor support
So, are you ready to transform your Australian businesses with Salesmate?
Make full use of the support services offered by your CRM vendor. This includes accessing technical assistance, taking advantage of regular software updates, and utilizing available resources for troubleshooting common problems.
Leveraging these services is helpful to keep your CRM effective and aligned with your changing business needs.
Wrap-up: Which is the best CRM software in Australia?
Choosing the right CRM is essential for optimizing business operations and enhancing customer relationships. Our top picks:
- Salesmate: A versatile, scalable CRM with robust features, automation, and AI, ideal for various business needs.
- NetSuite CRM: Integrating CRM with ERP to manage the entire customer lifecycle is best for large enterprises.
- Salesforce Sales Cloud: Highly customizable and powerful for sales automation, suitable for diverse industries.
Choosing the right CRM is essential for optimizing business operations and enhancing customer relationships. Our top picks:
The best CRM for your business depends on your unique needs. Start by assessing your requirements, exploring user reviews, and utilizing free trials to find the perfect match.
Originally published at https://www.salesmate.io on September 6, 2024.
