Experts Tell Us the Best CRM Software for Call Centers

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2 years ago

This article showcases our top picks for the Best CRM Software For Call Centers. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).

We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.

Voiptime Cloud Call Center Software

This product was recommended by Stewart Dunlop from PPCGenius

Being a founder of a Digital Marketing Agency, I would highly recommend Voiptime Cloud call center software. This software already has CRM in it and just like any other CRM that you would need to integrate, Voiptime CRM incorporates all sorts of information regarding every client, helps to create a steady flow of data, and also establishes effective cooperation between different departments in your company. Voiptime CRM for agents This software provides a complete overview of all the client’s data in client cards with flexible filters:

– records of communication;

– agent notes on every interaction and client’s issues;

– scheduling callbacks and meetings;

– call recording;

– documents and emails, offer made, etc.

Voiptime CRM for sales managers This software helps to organize, monitor, and control the work in each team: – automatically captures potential leads from website forms and spreads leads among agents – enables to phone leads ASAP due to an endless call campaign;

– quickly imports existing contact database from a CSV file;

– provides complete information on the processing of each lead (what agent is working on each lead, at which stage each lead is, how long each client has been in the pipeline);

– monitors productivity and performance indicators of your team with the help of detailed reporting;

– allows you to checks the work of your agents by listening to call records, and so on.

Insightly CRM

This product was recommended by Sam Browne from Find a DJ

Being a founder of the Tech Company, I would highly Insightly. Insightly is a CRM software for small and big businesses that are both easy to use and powerful. It does not only provide you the ability to keep track of all of your contacts, such as leads, vendors, and partners, but it additionally has a project management feature that guarantees you and your team to be on top of all of your projects and track their progress instantly.

There are numerous versions of the software available, ranging from a free version that supports up to 2 users all the way to an enterprise version for companies that have more advanced CRM needs.


This product was recommended by Muhammad Mateen Khan from PureVPN

HubSpot’s Help Desk Software, integrated with Aircall, is built on top of HubSpot’s leading CRM and connected to its sales and marketing software. That means that no matter who the customer talks to, the front line agent has all the information they need to resolve the issue directly in front of them. Placing this information into a single view helps employees deliver superior customer experience. HubSpot’s call center software features advanced automation tools and insightful reporting that helps your team consistently improve customer service.

Service Hub includes a shared email inbox, live chat software, and self-service tools, all of which integrate seamlessly with Aircall for phone support — Aircall plans start at $30/user/month. By combining HubSpot with Aircall’s cloud-based phone system, businesses of all sizes can offer a delightful end-to-end customer experience across a variety of channels.

FLG Technology

This product was recommended by Lauren Shaw from FLG Technology

FLG is the only easy-to-use online CRM that can help you manage 100,000s of leads and automate customer touchpoints without changing your sales process.


This product was recommended by Brack Nelson from Incrementors

Bitrix24 is a full workspace software and Customer Relation Management software to create and manage all your work in one place including collaboration and live streaming to social media. Bitrix helps to combine your social media accounts and helps you manage them as well. The features are plenty. There’s so much variety of functionality, and you certainly can make it work the way you want.

Close CRM

This product was recommended by Kevin Groh from Cachi Life

In my opinion, the best CRM for call centers is Close. My partner and I have full-time jobs while running our travel business and have a part-time passion project. The saving grace from Close has been its automation. I can set an automated response to a lead after 7 days that goes out in a planned sequence asking if they are still interested in the trip and if we can help them with the planning process. Before utilizing this CRM we were losing track of potential customers and thus losing sales.

Using the CRM has resulted in thousands of dollars that we have made that we were previously losing prior to using the Close CRM. It integrates very nicely with Zapier, which increases the automation functionality between it and the other tools you use. We have utilized Zapier to automatically update the CRM with the contact details, trip details, trip addons, trip dates, when we get a booking, or when we get a lead from our website.

Additionally, it is very cheap compared to the big players in the field, does not have a lot of bloat or additional features we don’t need as a small business, helping to keep our costs down. Utilizing Close CRM we have effectively increased our revenue 300% year-over-year which we can fully attribute to using Close.


This product was recommended by Bruce Harpham from SaaS Marketing Services

I recommend Pipedrive as a customer relationship management (CRM) app for call centers for a few reasons. First, the product helps you to focus on taking action. By regularly prompting you to ask “what is the next action?” on a deal, you are more likely to close more deals. Second, I love that this product integrates with Gmail so that it is easy to keep track of all emails with customers in one place.

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