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The Best CRMs For Your Sales Ops Tech Stack

A reliable Customer Relationship Management (CRM) system is at the heart of every well-organized sales operation. But with so many CRMs available in the market, how do you choose the best one for your sales ops tech stack? 

This article will explore the top CRMs that can take your sales operations to the next level.

What Is A CRM?

A CRM, short for Customer Relationship Management, is a software tool that helps businesses manage their relationships and interactions with customers and leads. It is a central hub for all customer-related data, providing sales teams valuable insights, automating processes, and enhancing collaboration. A CRM system helps businesses streamline their sales operations, improve customer satisfaction, and boost revenue.

With a CRM, businesses can store and organize customer data in a structured manner, including:

  • Names
  • Phone Numbers
  • Email Address
  • Purchase History
  • Preferences
  • Communication History

With all this information readily available, sales teams can quickly access relevant data and tailor their interactions with customers accordingly.

But a CRM is not just a glorified address book. It goes beyond storing customer data and offers a range of features and functionalities that help businesses optimize their sales processes. For example, a CRM can automate repetitive tasks like data entry, lead assignment, and follow-up reminders. This automation saves time and reduces the chances of human error, ensuring that no leads slip through the cracks.

Moreover, a CRM system provides valuable insights and analytics to guide sales strategies and decision-making. Businesses can identify trends, patterns, and opportunities by analyzing customer data. They can better understand customer behavior, preferences, and needs, enabling them to tailor their offerings and marketing campaigns more effectively.

Collaboration is another valuable aspect of a CRM system. It allows sales teams to collaborate seamlessly, sharing information, tasks, and updates. For example, if a sales representative is on vacation, another team member can easily step in and continue the conversation with a customer without missing a beat. This level of collaboration ensures that customers receive consistent and personalized experiences, regardless of who they interact with within the sales team.

Furthermore, a CRM system can integrate with other business tools and platforms, such as email marketing software, customer support systems, and e-commerce platforms. This integration gives businesses a holistic view of their customer’s journey, from the initial contact to post-purchase support. It allows for a seamless flow of information between different departments, fostering better coordination and alignment across the organization.

In summary, a CRM system is an indispensable tool for businesses looking to manage their customer relationships effectively.

With a CRM, you can:

  • Access a centralized platform for storing and organizing customer data
  • Automate repetitive tasks
  • Leverage valuable insights about your customers and sales pipeline
  • Enhance collaboration across team members
  • Pull in data from other tools in your sales ops tech stack, including quoting software and your PSA 

By leveraging the power of a CRM, businesses can optimize their sales operations, improve customer satisfaction, and ultimately drive revenue growth.

What Is A CRM’s Role in Sales Ops?

Now that we understand the basic concept of CRM, let’s dive deeper into its role in sales operations. A CRM is a comprehensive database where sales teams can store and access vital customer information, such as contact details, purchase history, and communication records. With this data at their fingertips, sales representatives can better understand their customers, identify upsell and cross-sell opportunities, and tailor their sales strategies accordingly.

But a CRM’s role doesn’t end there. It also provides sales teams with powerful tools to manage their pipelines and automate repetitive tasks. Features like lead scoring, sales forecasting, and activity tracking enable sales reps to prioritize their efforts, focus on the most promising leads, and close deals more efficiently. Additionally, CRMs often integrate with other sales tools, such as email marketing platforms and analytics software, providing a seamless experience for sales teams.

Let’s take a closer look at some of the specific ways in which a CRM can enhance sales operations:

1. Streamlining Lead Management: A CRM lets sales teams capture and organize leads in a centralized system. With lead scoring capabilities, the CRM can automatically assign scores to leads based on predefined criteria, helping sales reps prioritize their follow-ups and focus on leads with the highest potential. Streamlined lead management ensures that no valuable prospects slip through the cracks.

2. Improving Sales Forecasting: A CRM can provide accurate sales forecasts by analyzing historical data and current trends. Having actionable data helps sales managers make informed decisions about resource allocation, goal setting, and sales strategies. With reliable sales forecasts, sales teams can optimize their efforts and maximize revenue generation.

3. Enhancing Collaboration: A CRM is a central hub for sales teams, enabling seamless collaboration and knowledge sharing. Sales reps can access and update customer information in real-time, ensuring everyone is on the same page.

4. Automating Routine Tasks: CRMs offer automation capabilities that reduce the time spent on repetitive administrative tasks. For example, a CRM can automatically send follow-up emails, schedule appointments, and generate sales reports. By automating these routine tasks, sales reps can focus their time and energy on building customer relationships and closing deals.

5. Providing Data-Driven Insights: With robust reporting and analytics features, a CRM empowers sales teams with valuable insights into their performance. Sales reps can track key metrics, such as conversion rates, win rates, and average deal size, to identify areas for improvement and make data-driven decisions. This data-driven approach helps sales teams refine their strategies and achieve better results.

A CRM plays a crucial role in sales operations by acting as a centralized database, providing powerful tools for sales pipeline management, integrating with other sales tools, and offering valuable insights through data analysis. By leveraging the capabilities of a CRM, sales teams can streamline their processes, enhance collaboration, automate routine tasks, and make informed decisions that drive sales success.

The Best CRMs For Your Sales Ops Tech Stack

Now that we understand CRMs and their importance in sales ops, let’s explore the top CRMs that can supercharge your sales operations.

Salesforce logo


Salesforce is undoubtedly one of the most popular CRM systems in the market. Its robust features and scalability make it suitable for businesses of all sizes. With Salesforce, you can manage your entire sales process, from lead generation to deal closure. The platform offers various customization options, allowing you to tailor it to your business needs. Its extensive app marketplace also means you can integrate Salesforce with other tools and extend its functionality further.

Check out Quoter’s Salesforce Integration 


Hubspot is another CRM that deserves a spot on your sales ops tech stack. It offers a powerful free CRM and a marketing and sales automation tool suite. Hubspot CRM is known for its user-friendly interface and intuitive features. It seamlessly integrates with popular email platforms, enabling sales teams to track email opens, clicks, and reply rates. With Hubspot, you can easily manage your contacts, deals, and tasks, keeping your sales operations well-organized and efficient.

Check out Quoter’s Hubspot Integration

Agile CRM

Agile CRM is a feature-rich solution designed to streamline your sales processes and boost your team’s productivity. It combines CRM, marketing automation, and service desk functionalities into one platform, saving you the hassle of juggling multiple tools. Agile CRM’s comprehensive contact management, task automation, and email tracking features make it an excellent choice for fast-growing businesses. It also offers seamless integrations with popular apps, ensuring a smooth workflow across your sales tech stack.

Check out Quoter’s Agile Integration 


Formerly known as Infusionsoft, Keap is a CRM for small businesses that want to automate their sales and marketing processes. Keap’s all-in-one platform offers CRM, email marketing, automation, and e-commerce features, making it a comprehensive solution for managing your sales operations. With Keap, you can easily capture leads, nurture them through personalized email campaigns, and automate repetitive tasks to focus on closing deals.

Check out Quoter’s Keap Integration

nutshell crm logo


Nutshell is a CRM software that prides itself on its simplicity and ease of use. It offers all the essential features to manage your sales processes effectively. Nutshell’s intuitive interface and clean design make navigating and setting up a breeze. It also provides seamless integrations with popular tools like Google Workspace and Outlook, ensuring your CRM seamlessly fits your existing workflow.

Check out Quoter’s Nutshell Integration


Zoho CRM is a comprehensive solution that caters to businesses of all sizes and industries. It offers many features, including lead management, sales forecasting, and workflow automation. One of Zoho CRM’s notable strengths is its customization options. You can tailor the CRM to suit your specific sales processes and create customized dashboards and reports to gain valuable insights into your performance.

Check out Quoter’s Zoho Integration 


Pipedrive is a CRM that focuses on visual sales pipelines and deal tracking. Its user-friendly interface and drag-and-drop functionality make it easy to manage your sales processes visually. Pipedrive helps you stay organized by providing a clear overview of your deals, allowing you to prioritize your efforts and identify bottlenecks in your sales pipeline. With its automation features and third-party integrations, Pipedrive can enhance your sales operations and improve your team’s efficiency.

Check out Quoter’s Pipedrive Integration

OnePage CRM

OnePage CRM is an easy-to-use software designed for small businesses. It focuses on simplicity and effectiveness, helping users manage sales leads, contacts, and tasks in a single interface. The platform emphasizes streamlined workflows, making tracking interactions, setting reminders, and prioritizing tasks easy. With its straightforward approach, OnePage CRM enables businesses to maintain strong customer relationships, improve sales efficiency, and stay organized without the complexity of larger CRM systems.

CHeck out Quoter’s OnePage CRM Integration 


Choosing the right CRM for your sales ops tech stack can significantly impact your company’s success. Consider your business’s unique needs and requirements, and explore the top CRMs mentioned in this article. With the right CRM, you can streamline your sales processes, nurture customer relationships, and drive revenue growth.

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