Best CRM Software Comparisons for small business and medium business

	ConvergeHub	Salesforce	Zoho	Microsoft Dynamics	InfusionSoft	SugarCRM	Nimble
Minimal key strokes / mouse-clicks
Clean friendly UI
Quick-Create
In-line Edits
Mouse-hover menu in Listing page
Contact Sensitive Nav Help - every page
In-Application Support Ticketing
In-Application User Guide
In-Application Videos
Sandbox sample data for practice
Intuitive tab navigation - Less scrolling
Multiple navigation paths to same feature
Customizable Listing page
Mass Action from Listing Page
MASS Update, Email, Transfer, Map View, Add to List

	ConvergeHub	Salesforce	Zoho	Microsoft Dynamics	InfusionSoft	SugarCRM	Nimble
Email Integration
Track Sent Email Status - Delivered/Bounce/Open
Delivered, Bounced, Opened
Resend email from History
Auto-create Lead, Contact, Acccount from email
Single Sign-on for CRM and Apps
Twitter
Account management
Add / Remove Customer Relationship
Opportunity Association
Define Relationships
Contact management
Add / Remove Customer Relationships
Shared Contacts
Group Segmentation
Territory management
Leads
Import Leads
Export Leads
Lead to Contact Conversion
Lead to Account Conversion
Opportunity Tracking
Social Media Lead Capture
Sales Team Management
Automatic data capture
Web-to-lead capture
Bulk Data Import
Products and Price books
Duplicate Detection
Merge Duplicates
Employee Directory
Filtering Capability on Lists
List Building Capability
Document Management
Activity Management
Intelligent follow-up reminders
Task and event tracking
Task and events
Task Assignment
Workflow automation
Call Log, and Notes
BCC Dropbox for email
Last Contacted
Search
Advanced Find Search
Tags
Charts
Easy to Locate Icons & Tabs
Embedded Helps
Workflow and approval automation
Workflow Rules
Workflow Alerts
Workflow Tasks
Assignment Rules
Webhooks
Approval Process
Workflow Field Updates
Time-based Actions
Case Escalation Rules

	ConvergeHub	Salesforce	Zoho	Microsoft Dynamics	InfusionSoft	SugarCRM	Nimble
Sent-email notifications
Campaigns
Lists and Segmentation
Landing Pages
Campaign Dashboards
Email Broadcast
Twitter Broadcast
SMS Broadcast
Import Targets
Add to List
Convert to Lead
Marketing to Sales handover
Lead Scoring
Lead Assignment
Import Leads
Lead Capture
Lead Nurturing
Drip Campaigns
Unlimited Customizable Email Templates
Newsletter Management
Email Opt-out
Auto-responders

	ConvergeHub	Salesforce	Zoho	Microsoft Dynamics	InfusionSoft	SugarCRM	Nimble
Share Link to Files
Internal / Team Collaboration
External Collaborators
Collaborator Access Level
Advanced Controls - Password, Expiration, Restriction
Versioning
Shared Calendar
Company social network (Chatter/Feeds)
Groups for Team Collaboration
Activity Streams

	ConvergeHub	Salesforce	Zoho	Microsoft Dynamics	InfusionSoft	SugarCRM	Nimble
Manage Partners
Refer Leads
Refer Contacts
Share Library Content
Partner Portal
Track Referrals by Partner
One-click conversion of Referrals to Leads or Contacts
Relate Partners to Leads, Accounts, Deals, Contacts
Automated email to related Partner
Automated Notification to Partner

	ConvergeHub	Salesforce	Zoho	Microsoft Dynamics	InfusionSoft	SugarCRM	Nimble
Customizable dashboards
Customizable Homepage
Multiple Dashboards on homepage
Customizable reports
Unlimited customizations
Write / Read Custom entity records
Page Layout
Drag-drop Custom Layouts
Rename Tabs
Custom Fields
Custom Dropdown values
Custom Links
Contextual Custom Related Lists

	ConvergeHub	Salesforce	Zoho	Microsoft Dynamics	InfusionSoft	SugarCRM	Nimble
Create step by step Sales Processes
For Leads
For Deals
Multiple Phases for each Sales Process
Track Goals
Goal Completion Percentage
Track Activities
Activity Completion
Next Activity and due date
Associate Tools such as Checklist or Guides

	ConvergeHub	Salesforce	Zoho	Microsoft Dynamics	InfusionSoft	SugarCRM	Nimble
Role permissions
Hierarchal Role Permissions
Advanced Password Management
Data Sharing Rules
Groups
Record level Audit logs
User Login Logs
Allowed IPs
Manage Session Timeouts
Restrict Invalid login attempts

	ConvergeHub	Salesforce	Zoho	Microsoft Dynamics	InfusionSoft	SugarCRM	Nimble
DocuSign
Customize Document
Create custom Template
Notification when signed
Completed Document available
QuickBooks Online
Bi-directional Sync
Sync Customers
Sync Products
Sync Invoices
Sync Payments
QuickBooks Offline
Bi-directional Sync
Sync Customers
Sync Products
Sync Invoices
Sync Payments
Click to Call
SMS
Fonality
Call Pop-up
Click to Call
Gotomeeting
Microsoft Outlook
Contacts
Calendar
Email

Compare ConvergeHub