10 Melhores softwares de gestão de clientes em 2026

Avaliações dos melhores softwares de gestão de clientes

1. 

   1

   monday CRM

   Best for customizable sales automation

   • 14-day free trial + free demo available
   • From $12/user/month (billed annually)

   Visit Website

   Customer Rating:4.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Monday Sales CRM is a digital platform that provides businesses with a set of tools to manage customer relationships and sales processes. The CRM is designed to centralize customer interactions, automate sales tasks, and provide insights into sales pipelines, enabling teams to manage their work and collaborate effectively. It also offers customization options to fit different business needs and scales to accommodate growth.

   Monday Sales CRM provides a platform for businesses to track and manage all aspects of their customer relationships. It offers features such as email synchronization, which ensures that all customer communications are logged and accessible within the system. The tool also facilitates the management of customer data, sales activities, and leads, allowing for a comprehensive view of the customer lifecycle.

   Moreover, with customizable workflows, dashboards, and no-code automations, businesses can tailor the CRM to their specific needs, ensuring that customer information is organized and actionable insights are readily available. This helps companies maintain up-to-date records, improve customer interactions, and ultimately aim to increase customer satisfaction and retention.

   Monday Sales CRM Standout Features and Integrations

   Features include AI-assisted email composition, advanced HTML editing, personalized bulk emails, activity management, sales forecasting, lead capturing, and seamless data integration.

   Integrations include Outlook, Slack, Google Drive, and Trello.

   Pros and Cons

   Pros:

   • Provides 24/7 customer support
   • Custom automation capabilities
   • Offers hundreds of templates

   Cons:

   • Steep learning curve for new users
   • Minimum user requirement may not suit small agencies
   Learn more about monday CRM:

   • Check out monday CRM on their website
   • Read my in-depth review of monday CRM
   • Explore best alternatives to monday CRM
2. 

   2

   Salesforce CRM

   Best for real-time reactions when milliseconds matter

   • 30-day free trial
   • From $25/user/month

   Visit Website

   Customer Rating:4.2/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Salesforce has a real-time CRM that helps connect all your teams for the benefit of your customers. From sales and marketing to commerce and IT, this customer data platform offers fast, intelligent automation that streamlines your workflow.

   This platform maximizes your success through a tool called Genie. The Genie Data Cloud powers Salesforce CRM tools to connect your customer data from every app and device, automatically harmonizing information into one customer graph. You can use this chart to empower every department with unified customer profiles that ensure they can adapt their activities to customer needs in real-time.

   The Salesforce platform has targeted CRM solutions for a number of industries and businesses of all sizes. If you need to provide better customer support in the automotive industry, retail, education, manufacturing, healthcare, or anything else, Salesforce has a specialized integration for you.

   Salesforce Standout Features and Integrations

   Features include case management, automation, self-service, field service, queue management, digital engagement, digital contact center, a mobile app, AI tools, call list management, appointment management, lead distribution, and routing/transfers.

   Integrations include Slack, Trello, TeamViewer, Mailchimp, HubSpot, Freshdesk, Smartsheet, Talkdesk, Scoro, and Quickbase.

   Pros and Cons

   Pros:

   • Targeted solutions for a variety of industries
   • Integrates customer support, sales, and operations
   • Easy startup time

   Cons:

   • No out-of-the-box customization
   • A little more expensive than other CRMs
   Learn more about Salesforce CRM:

   • Check out Salesforce CRM on their website
   • Read my in-depth review of Salesforce CRM
3. 

   3

   Quickbase

   Best for simplifying complex projects and big ideas

   • 30-day free trial
   • From $35/user/month (billed annually)

   Visit Website

   Customer Rating:4.4/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Quickbase wants to help your business control complex projects and operations through faster decision-making, surfacing hidden insights, and helping you respond faster to emerging trends. With a no-code software platform that businesses can customize to fit their needs, Quickbase provides more agility and visibility to all types of operational workflows.

   If you need end-to-end visibility, the Quickbase platform has the customizable dashboards you need to see it all. With simple, drag-and-drop organization, your dashboard can show you the whole picture so you gain better insight into the entire operation. Discover how the system can help you anticipate roadblocks, minimize risk, reduce waste, and keep high-stakes initiatives on the right track.

   Quickbase is a platform that grows with your organization. It can scale to accommodate new team members and integrate with all the other software you use to ensure your business thrives. They offer solutions for small, medium, and enterprise-level businesses across industries like construction, healthcare, real estate, manufacturing, and education.

   Quickbase Standout Features and Integrations

   Features include no-code development, routing, automated workflows, sales forecasting, continuous deployment, audit logs, IP filtering and SSO, 3PL management, backup and recovery, pre-built templates, reporting and statistics, and workflow configuration.

   Integrations include Asana, CSV Handler, DropBox, G Suite, Jira, Mailchimp, Slack, Microsoft Teams, and Shipstation.

   Pros and Cons

   Pros:

   • Flexible, cost-effective solution
   • Outstanding customer support
   • Very easy and intuitive to understand

   Cons:

   • Must configure notifications and reminders manually
   • Could use more chart types and widgets
   Learn more about Quickbase:

   • Check out Quickbase on their website
4. 

   4

   Capsule

   Best for integrations and ease of use

   • Free plan + 14-day trial available
   • From $22/user/month

   Visit Website

   Customer Rating:4.7/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Capsule CRM is a cloud-based CRM software designed to help small to medium-sized businesses streamline their customer management processes. It offers tools for sales pipeline management, contact management, task management, and customer interaction tracking, all within a simple and intuitive interface.

   As a customer management software, Capsule CRM excels in providing a comprehensive yet user-friendly platform for managing customer interactions and data. It allows businesses to keep track of customer communications, manage leads and opportunities, and automate workflows, thereby improving efficiency and customer relationships.

   What makes Capsule CRM unique is its integrated task management system that seamlessly connects tasks with sales opportunities, contacts, and cases. This integration allows users to manage follow-ups, deadlines, and project milestones directly within the context of their CRM activities. The task management system supports categorization, prioritization, and scheduling, making it easier for teams to collaborate and stay on top of all customer-related activities. 

   Capsule CRM Standout Features and Integrations

   Features include contact management, sales pipeline, task and project management, customization options, integration capabilities, user-friendly interface, mobile access, reporting tools, team collaboration features, security and privacy controls.

   Integrations include Google Workspace (Gmail, Docs, Calendar), Microsoft Office 365, Mailchimp, Xero, QuickBooks, Slack, FreshBooks, and more using Zapier.

   Pros and Cons

   Pros:

   • Send and receive emails right in Capsule CRM
   • Integrated calendar tasks management
   • Intuitive and easy to use

   Cons:

   • More digital marketing integration welcomed
   • Can't drag-and-drop data tags or fields
   Learn more about Capsule:

   • Check out Capsule on their website
5. 

   5

   Zoho CRM

   Best for global businesses that need to build lasting customer relationships

   • Free plan + 15-day free trial+ free demo available
   • From $14/user/month (billed annually)

   Visit Website

   Customer Rating:4.2/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   As an omnichannel, cloud-based relationship management platform, Zoho CRM focuses on helping organizations build better connections with their customers through an AI-powered sales assistant, automated customer information input, and real-time metrics and notifications.

   One of the coolest features from Zoho is Zia, their AI sales assistant that’s designed for individual reps and sales teams alike. Zia can detect anomalies in the sales process, study and track sales patterns, and recommend the best times to contact leads and prospects. With this type of guided support, each sales rep can maximize their results through personalized recommendations.

   As one arm of the Zoho platform, their CRM offers customized packages to suit businesses of all shapes and sizes. Its integration with over 40 Zoho products and countless third-party extensions means more versatility and flexibility for all.

   Zoho Standout Features and Integrations

   Features include lead management, deal management, workflow automation, journey orchestration, sales process builder, reporting and analytics, partner portals, quotes and finance, lead and deal prediction, and an AI sales assistant.

   Integrations include Google WorkSpace, Slack, Mailchimp, Shopify, PandaDoc, Twilio, Knowlarity, RingCentral, BurstSMS, and Xero.

   Pros and Cons

   Pros:

   • User-friendly interface
   • Made for customizability
   • Easy to use collaborative tools

   Cons:

   • Limitations on dashboards
   • Certain features are only available in North America
   Learn more about Zoho CRM:

   • Check out Zoho CRM on their website
   • Read my in-depth review of Zoho CRM
   • Explore best alternatives to Zoho CRM
6. 

   6

   Clio

   Best for legal-specific client management

   • 7-day free trial + free demo available
   • From $49/user/month

   Visit Website

   Customer Rating:4.5/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Clio provides law firms with a centralized platform for client intake, communication, and documentation while supporting compliance requirements. It brings all client information and collaboration tools into one secure, cloud-based environment.

   Why I Picked Clio

   I picked Clio for its legal focus and secure client portal, which helps firms maintain confidentiality while communicating efficiently. Custom intake forms reduce back-and-forth during onboarding, and billing automation helps your team manage time and invoices with fewer administrative steps. For firms handling numerous matters, Clio keeps communication, documents, and scheduling aligned.

   Clio Key Features

   • Contact management: Store and organize client and matter information.
   • Client portal: Share documents and messages securely.
   • Online intake forms: Speed up onboarding with customizable templates.
   • Billing automation: Generate invoices and track time with ease.
   • Conflict checking: Identify potential issues before taking new matters.

   Clio Integrations

   Integrations include QuickBooks, Xero, Google Drive, Dropbox, Outlook, G Suite, Zapier, Zoom, and Microsoft Teams.

   Pros and Cons

   Pros:

   • Users appreciate its effective organizational features and remote collaboration capabilities, making it suitable for legal practices.
   • The software enhances client management with customizable online intake forms, streamlining the onboarding process for law firms.
   • Clio offers a secure client portal for confidential communication and document sharing, which is crucial for legal professionals.

   Cons:

   • Issues with the separation of lead management between Clio Grow and Clio Manage can complicate workflow.
   • Users report poor integration with accounting software, particularly QuickBooks, which can hinder financial management.
   Learn more about Clio:

   • Check out Clio on their website
7. 

   7

   Sage CRM

   Best for higher-quality customer support through interactive customer profiles

   • Free trial available
   • From $45/user/month

   Visit Website

   Customer Rating:3.6/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Sage CRM focuses on helping you gather better customer demographics so you can make the most of up-selling and cross-selling opportunities. In addition to financial profiling, purchase histories, order information, and special interests, Sage CRM also offers integrated sales reports, contacts, calendars, and pipelines.

   One of the best features to utilize from Sage CRM is the Sage 300 cloud, which can centralize data for easy access, automate finances to reconcile your books, and simplify inventory management. Eliminate guesswork with highly targeted campaigns that evolve in real-time as you get more data.

   Currently, Sage CRM is best equipped to handle freelancer and small business needs with streamlined services for customer support, sales, and marketing. They also offer several additional features for simplified HR, accounting, and payroll.

   Sage CRM Standout Features and Integrations

   Features include reporting and statistics, campaign management, configurable workflows, real-time reporting, collaboration tools, performance metrics, real-time data, and Sage 300 cloud.

   Integrations include Mailchimp, Procore, Microsoft Outlook, Infraspeak, Cloud Workflow, FileHold, WorkPal, Praxedo, Esker, and Sugar Market.

   Pros and Cons

   Pros:

   • A little more expensive
   • Organizes sales contacts better than Excel
   • Simple to manage and update

   Cons:

   • Can’t export notes data
   Learn more about Sage CRM:

   • Check out Sage CRM on their website
   • Read my in-depth review of Sage CRM
8. 

   8

   Zendesk

   Best for empowering customers to help themselves

   • Free trial + free demo available
   • From $19/agent/month (billed annually)

   Visit Website

   

   Zendesk is a CRM platform that wants to make things easy for your customer service team but also focuses on helping customers help themselves. With Zendesk, you can meet customers where they are by providing omnichannel support from anywhere and keep track of their data and requests through automated information input and intelligent insights.

   One of the cool things Zendesk offers is a customer support platform that encourages your customers to resolve their own issues. With their help center, you can utilize a custom-built AI support bot that provides instant answers to reduce resolution times for agents, minimize repetitive work, and close tickets faster.

   Zendesk solutions are segmented by business size and industry. This CRM platform is a versatile, scalable solution that works for everyone. Discover how they can help a variety of industries, including media, government, ecommerce, education, telecommunication, transportation, and financial services.

   Zendesk Standout Features and Integrations

   Features include messaging, live chat, help center, community forum, AI and bots, agent workspace, built-in routing, reporting and analytics, ticketing system, knowledge base, training, webinars, and voice calling.

   Integrations include Jira, Tables, Shopify, Haptik, Slack, Ada for Sell, Faye, Sparkly, Zapier, and Metorik.

   Pros and Cons

   Pros:

   • Customize everything from the ground up
   • Integrates with all the big social media platforms
   • User-friendly interface

   Cons:

   • Can be costly for small businesses
   Learn more about Zendesk:

   • Check out Zendesk on their website
9. 

   9

   Insightly

   Best for working from anywhere through a powerful mobile app

   • 14-day free trial + demo available
   • From $29/user/month (billed annually)

   Visit Website

   

   As a modern customer management software, Insightly isn’t held back by the common pain points of legacy options. Designed to be easy to use and simple to customize, this platform is all about building and converting the sales pipeline to improve employee performance and ensure lasting customer relationships.

   The powerful mobile app is available for both iPhone and Android, helping you and your team work from anywhere. With tools to automate and streamline updates and data input, you can scan business cards, update projects in real time, and modify client information on the spot to move opportunities along.

   Insightly is a powerful option in any vertical with integrated CRM, sales, service, and marketing solutions for businesses of all sizes. Insightly supports organizations that work in manufacturing, consulting, solar, insurance, ecommerce, and finance.

   Insightly Standout Features and Integrations

   Features include lead routing, sales forecasting, visual analytics, commenting/notes, lead nurturing, multi-currency, workflow automation, configurable workflow, task progress tracking, email list management, calendar sync, file sharing, and reporting and statistics.

   Integrations include ADP Workforce Now, Drift, Netsuite, Asana, Gong, Okta, Bamboo HR, Jira, Quickbooks Online, and Magento 2.

   Pros and Cons

   Pros:

   • Versatile plan options and pricing
   • Intuitive and easy to use
   • Has all the key features you need

   Cons:

   • Needs more developer-centric features
   • Could use better social media integration
   Learn more about Insightly:

   • Check out Insightly on their website
10. 

    10

    Less Annoying CRM

    Best for customizable pipelines

    • 30-day free trial + free demo available
    • From $15/user/month

    Visit Website

    

    Less Annoying CRM is a customer relationship management tool that simplifies contact and pipeline management for small businesses. It covers contact tracking, task scheduling, and lead management, helping teams stay organized without the complexity of traditional CRMs.

    Why I picked Less Annoying CRM: I picked Less Annoying CRM for its simplicity and affordability—it removes the friction of setup and training, making it easy for small teams to manage relationships and workflows. The customizable pipelines and contact management tools give users control without adding unnecessary layers of configuration or cost.

    Standout features & integrations:

    Features include customizable pipelines, shared calendars, contact and company management, email logging, and a built-in form builder to automate data capture.

    Integrations include Google Calendar, Outlook Calendar, Google Contacts, Mailchimp, Zapier, and an open API for custom connections.

    Pros and Cons

    Pros:

    • Excellent customer support via phone and email, assisting with imports and customization.
    • Priced affordably at $15 per user per month with no hidden fees or contracts.
    • Offers a simple and intuitive interface, making it easy for small business users to set up and manage without extensive training.

    Cons:

    • Doesn't offer a dedicated mobile app, limiting offline access.
    • Lacks advanced features and reporting capabilities needed by larger or data-driven teams.
    Learn more about Less Annoying CRM:

    • Check out Less Annoying CRM on their website