Best CRM Software for MSPs to manage deals and customers in 2024

Written by Abby Humphries Abby Humphries | June 4, 2024 | Read Time: 6 min

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Running an MSP involves juggling client relationships, workflows, and operations. You need a powerful and flexible CRM to handle it all. CRM stands for Customer Relationship Management.

CRM Software is a tool that helps businesses manage all aspects of their interactions with customers and potential customers. 

The primary goal of a CRM system is to improve business relationships, streamline processes, and enhance customer satisfaction. 

Choosing the right one is crucial for efficiency and growth. We've been there – TechGrid itself was once an MSP. This firsthand experience helps us understand the specific challenges you face. 

What Features Should a CRM Have 

Integration with Key Tools: Your CRM should seamlessly integrate with the tools you already use like your quoting software, help desk software, billing systems, and remote monitoring tools. An open API allows for even greater customization and future-proofs your investment by enabling integrations with new tools as your business grows. 

Automation/AI: A CRM with AI and automation is essential for MSPs because it tackles two critical challenges: time and data. Automation streamlines repetitive tasks like ticketing and reporting, freeing your team for strategic work. AI analyzes data to predict problems and personalize service, boosting client satisfaction and allowing you to make data-driven decisions for growth. 

Seamless Onboarding and Ongoing Support:  A smooth onboarding process is crucial. Look for CRMs that offer dedicated support throughout implementation, ensuring your team is comfortable and proficient in utilizing all its functionalities. 

Actionable Metrics and Reporting: Your CRM should provide comprehensive reports and insights on client interactions, service performance, and sales pipelines. Leverage this data to identify growth opportunities, improve service delivery, and make data-driven decisions. 

Intuitive User Experience: A user-friendly interface is essential for user adoption. Your team should be able to navigate the CRM easily to minimize training time. Look for a CRM that prioritizes a clean and intuitive design. 

Based on these features, here are our top picks:  

The Best CRM Software for MSPs

HubSpot CRM - Best OverallHubSpot CRM interface screen

Overview: HubSpot CRM  offers a comprehensive platform that is highly customizable to fit various business requirements. HubSpot CRM proved its flexibility to us early on when we were an MSP. It's continued to adapt to our needs and remains a core tool in our operations. 

With its intuitive user interface, HubSpot CRM ensures that you can seamlessly integrate your sales, marketing, and customer service operations. Whether you’re a team of 5 or 500, HubSpot grows with you, making it a versatile option for MSPs.  

Pricing Structure: HubSpot CRM offers a free tier for basic needs, with premium packages available starting at $50/month.   

Rating from G2: 4.4/5 

Standout Features: Like most CRM programs, HubSpot offers customization and features like conversation intelligence and email tracking. More features include detailed analytics, extensive integration options, a rich set of tools for marketing, sales, and customer service, a reporting dashboard, company insights, deal tracking, and pipeline management.  

Salesforce - Best for Scalability 

Salesforce CRM interface screen

Overview: Salesforce is known for its robust and scalable solutions, making it ideal for MSPs that plan to grow rapidly. It’s a powerful platform that can handle complex business processes.  

Tailored to meet the demands of growing businesses, Salesforce offers a wide range of automation tools, AI-driven analytics, and customizable dashboards. This flexibility allows MSPs to adapt the CRM to their specific needs. The platform's extensive app ecosystem further enriches its functionality, providing seamless integrations with other essential tools used by MSPs. 

Pricing Structure: The basic package starts at $25/user/month, with more advanced options available at higher tiers.  

Rating from G2: 4.3/5  

Standout Features: Highly customizable workflows, powerful automation tools, and a wide range of third-party integrations.  

Zoho CRM - Best on a Budget 

Zoho CRM interface screen

Overview: Zoho CRM is an affordable yet powerful tool for MSPs. It offers a broad range of features that rival premium CRMs but at a fraction of the cost.  

Designed with SMBs in mind, Zoho CRM balances functionality and usability, helping MSPs streamline their operations without breaking the bank. By leveraging Zoho's comprehensive set of tools—ranging from lead management and sales automation to advanced analytics and a user-friendly mobile app—you can effectively manage your customer relationships and drive growth.  

Pricing Structure: Free for up to three users, with paid plans starting at $12/user/month.  

Rating from G2: 4.1/5  

Standout Features: Competitive pricing, extensive suite of business applications, and easy-to-use interface.  

ActiveCampaign - Best for Small MSPs 

ActiveCampaign CRM interface screen

Overview: ActiveCampaign offers an intuitive platform specifically designed to meet the needs of small MSPs. It combines email marketing, automation, and CRM capabilities.  

Beyond its core functionalities, ActiveCampaign provides advanced segmentation and personalization options, enabling MSPs to deliver highly targeted communications.  

Its built-in automation workflows save time and ensure consistency in follow-ups. With a user-friendly interface, even those new to CRM systems can quickly adapt and start reaping the benefits. 

Pricing Structure: Plans start at $9/month for the Lite version.  

Rating from G2: 4.5/5  

Standout Features: Robust email marketing tools, easy automation setup, and strong customer support.  

Pipedrive - Best for Outbound Sales-Focused MSPs 

Pipedrive CRM interface screen

Overview: Pipedrive distinguishes itself with a visually intuitive interface and an easy-to-navigate deal pipeline, making it an excellent choice for MSPs looking to streamline their outbound sales efforts. 

It offers a range of automation features with proactive deal-tracking capabilities. Its customizable chatbots can be integrated into your website for effective lead generation, and the platform’s AI features support personalized business relationship management. 

Pricing Structure: Plans start at $15/user/month.  

Rating from G2: 4.3/5  

Standout Features: Visual sales pipeline, robust reporting tools, and easy integration with multiple platforms.  

How to Choose the Best CRM for your Business 

The best CRM for your MSP isn't a one-size-fits-all solution. It's the one that empowers your specific needs. Here are some steps to get started: 

  • Evaluate Your Needs: Start by assessing your current processes and identifying areas for improvement. 
  • Prioritize Features: Based on your needs, determine which CRM functionalities are most important for your MSP. 
  • Research & Compare: Explore CRM options that cater to MSPs and compare features based on your priorities. 
  • Free Trials & Demos: Take advantage of free trials and demos to experience the CRM firsthand before you commit.
  • Implementation & Support: Choose a CRM with a smooth implementation process and ongoing support. 

Armed with your needs assessment, you can begin to explore the tools available. Here are some good questions to ask yourself during the discovery process: 

  • Can the CRM seamlessly integrate with my existing tools and processes? 
  • Does it offer robust security measures to protect client data? 
  • Is the interface user-friendly and require minimal training? 
  • Can it grow alongside my MSP's future needs? 
  • Does it provide tools to analyze customer data and gain valuable insights? 
  • Can it automate repetitive tasks to free up my team's time? 

Benefits of Integrating Your CRM with TechGrid  

CRM data communicating with TechGrid platform

At TechGrid, we understand the challenges you may face with your existing CRM, and we're here to help you maximize your investment.  

We seamlessly connect your existing CRM to all parts of your workflow, ensuring every system communicates effectively.  

Integrating your chosen CRM with TechGrid can unlock a multitude of benefits:  

  • Break Down Data Silos: Integrate your CRM seamlessly with TechGrid, eliminating information gaps and ensuring all your client data flows smoothly in one central location. 
  • Seamless Information Flow: TechGrid fosters a connected ecosystem where your CRM data effortlessly interacts with other tools, keeping your operations consistent and efficient. 
  • Dedicated Support: Gain access to our expert team, ready to assist you with any challenges and ensure the success of your CRM integration. 
  • Maximize Your CRM Investment: Get the most out of your existing CRM by leveraging powerful integrations. Our platform unlocks the full potential of your chosen CRM, empowering you to streamline workflows, automate tasks, and gain valuable insights. 

Final Thoughts 

Integrating a CRM system into your MSP operations helps you manage customer relationships more effectively, automate repetitive tasks, and generate accurate quotes rapidly, leading to a more streamlined, efficient, and customer-focused business.  

Choosing the right CRM is crucial and integrating it with a platform like TechGrid amplifies its capabilities.  

Take the first step towards a more efficient and customer-centric approach. Book a demo with TechGrid today and discover how integrating your CRM can elevate your TSP operations to new heights. 

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