10 softwares de CRM B2B para 2026

Análises de software CRM B2B

1. 

   1

   OnePageCRM

   Best for action-focused task management

   • 21-day free trial
   • From $9.95/user/month (billed annually)

   Visit Website

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

   

   OnePageCRM stands out for sales teams that want to turn every contact into a clear next action. It’s designed for B2B professionals who need a CRM that keeps deals moving forward with task-focused workflows. If you’re looking to manage follow-ups and sales activities in a single, action-oriented view, OnePageCRM is built for you.

   Why I Picked OnePageCRM

   What makes OnePageCRM a strong fit for B2B CRM software is its action-focused task management approach. The platform centers every contact around a “Next Action,” so your team always knows the next step to take with each lead or client. I like that you can quickly create, assign, and track tasks directly from the contact view, which keeps sales activities organized and moving forward. This focus on actionable steps helps B2B teams avoid stalled deals and maintain momentum throughout the sales process.

   OnePageCRM Key Features

   Some other features in OnePageCRM help support B2B sales teams and their workflows:

   • Pipeline Management: Visualize and manage deals through customizable sales stages.
   • Email Sync and Templates: Connect your email account and use pre-built templates for faster outreach.
   • Lead Clipper: Capture leads from anywhere on the web with a browser extension.
   • Mobile Apps: Access contacts, tasks, and sales information on iOS and Android devices.

   OnePageCRM Integrations

   Native integrations are not currently listed.

   Pros and Cons

   Pros:

   • Pipeline view tracks deals clearly
   • Lead Clipper adds contacts from the web
   • Next Action method keeps follow-ups on track

   Cons:

   • Bulk import/export is somewhat restricted
   • No built-in multi-channel marketing automation
   Learn more about OnePageCRM:

   • Check out OnePageCRM on their website
2. 

   2

   BIGContacts

   Best for simple contact management

   • 15-day free trial
   • From $19.99/month per 1,000 contacts

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

   

   BIGContacts is designed for teams that want a straightforward way to organize and track business relationships. It’s a good fit for small B2B companies or professionals who need simple contact management without the complexity of larger CRM platforms. BIGContacts stands out for its focus on easy-to-use contact tracking, follow-up reminders, and basic sales activity management.

   Why I Picked BIGContacts

   For B2B teams that want a CRM focused on the basics, BIGContacts offers a straightforward approach to contact management. I picked BIGContacts because it lets users quickly add, organize, and search contacts without extra complexity. The platform’s follow-up reminders and activity tracking help ensure no relationship falls through the cracks. If your business values simplicity and wants to keep contact management front and center, BIGContacts is a practical choice.

   BIGContacts Key Features

   Some other features in BIGContacts help round out its CRM offering:

   • Email Integration: Connect your email account to send, receive, and track messages within the platform.
   • Custom Fields: Add custom data fields to contact records to capture information unique to your business.
   • Task Management: Assign and track tasks related to contacts, deals, or projects.
   • Reporting Dashboard: View visual reports on sales activities, pipeline status, and team performance.

   BIGContacts Integrations

   Integrations include Google Workspace and Outlook.

   Pros and Cons

   Pros:

   • Custom fields track specific data
   • Automated reminders support follow-ups
   • ​​Contact records include activity timelines

   Cons:

   • Bulk data import and export tools are less flexible
   • No built-in marketing automation or campaign management tools
   Learn more about BIGContacts:

   • Check out BIGContacts on their website
3. 

   3

   Keap

   Best for small business lead capture

   • Free trial + free demo available
   • From $299/month

   Visit Website

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

   

   Keap is built for small businesses that want to capture, organize, and follow up with leads without a complicated setup. It’s especially useful for service providers and solo entrepreneurs who need built-in automation for lead capture and nurturing. With Keap, you can centralize contacts, automate follow-ups, and quickly turn new leads into paying customers.

   Why I Picked Keap

   What drew me to Keap is how it’s built around small business lead capture, which is often a challenge for growing teams. Keap offers customizable web forms and landing pages that help you collect leads directly into your CRM without extra tools. I appreciate that it also includes automated follow-up sequences, so you can respond to new leads instantly and consistently. These features make Keap a strong choice for small businesses that want to capture, organize, and nurture leads all in one place.

   Keap Key Features

   I also found several other features in Keap that support small business sales and marketing needs:

   • Appointment Scheduling: Let leads and clients book meetings directly through integrated calendar tools.
   • Text Messaging: Send SMS messages to contacts for reminders, updates, or promotions.
   • Invoice and Payment Processing: Create and send invoices, and accept payments within the CRM.
   • Segmentation and Tagging: Organize contacts using tags and lists for targeted communication and campaigns.

   Keap Integrations

   Integrations include QuickBooks, Gmail, Outlook, Zapier, WordPress, Shopify, PayPal, Stripe, and more.

   Pros and Cons

   Pros:

   • Segmentation enables targeted campaigns
   • Invoicing and payments built in
   • Native scheduling removes need for extra tools

   Cons:

   • Contact limits can restrict growth
   • Email deliverability issues reported
   Learn more about Keap:

   • Check out Keap on their website
   • Read my in-depth review of Keap
4. 

   4

   Salesforce

   Best with advanced customization options

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

   Visit Website

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

   

   Salesforce is a CRM platform designed for organizations that need deep customization and control over their sales and marketing processes. It’s especially well-suited for B2B companies with complex workflows, multi-stage sales cycles, or industry-specific requirements. Teams that want to tailor every aspect of their CRM experience—from data models to automation—often turn to Salesforce for its flexibility and breadth of features.

   Why I Picked Salesforce

   What sets Salesforce apart for B2B CRM is its advanced customization capabilities, which go far beyond what most platforms offer. You can tailor data models, page layouts, and workflows to match even the most complex sales processes or industry-specific needs. I picked Salesforce because it lets teams build custom objects, automate multi-step processes, and create detailed approval flows—all within the platform. This level of flexibility is especially valuable for B2B organizations that need their CRM to adapt to unique business rules and evolving requirements.

   Salesforce Key Features

   Some other features in Salesforce that B2B teams may find valuable include:

   • Lead Assignment Rules: Automatically route leads to the right sales reps based on territory, industry, or other criteria.
   • Opportunity Forecasting: Generate sales forecasts using real-time pipeline data and customizable forecasting models.
   • Email Integration: Sync emails and calendar events with Salesforce to keep all communications connected to CRM records.
   • AppExchange Marketplace: Access thousands of pre-built apps and integrations to extend Salesforce’s core functionality.

   Salesforce Integrations

   Native integrations are not currently listed.

   Pros and Cons

   Pros:

   • Role-based permissions control access
   • Workflow automation handles multi-step approvals
   • Custom objects support complex B2B processes

   Cons:

   • UI can feel cluttered with customizations
   • Costs increase with add-ons and seats
   Learn more about Salesforce :

   • Check out Salesforce on their website
5. 

   5

   Sage

   Best for accounting system compatibility

   • Free demo available
   • Pricing upon request

   Visit Website

   Customer Rating:4.1/5This rating combines scores from multiple user review sites to reflect overall customer sentiment about the product.

   

   Sage CRM is designed for businesses that need tight alignment between customer management and accounting processes. It’s a strong fit for finance teams or organizations already using Sage accounting products and looking to connect sales, service, and financial data. By linking CRM and accounting, Sage helps reduce manual data entry and gives teams a unified view of customer and transaction history.

   Why I Picked Sage

   For B2B teams that need their CRM to work closely with accounting, Sage stands out for its accounting system compatibility. I picked Sage because it connects sales, customer service, and financial data in one place, which is especially valuable for organizations already using Sage accounting products. The platform lets you view customer transaction histories and manage quotes, orders, and invoices directly within the CRM. This level of integration helps reduce manual data entry and ensures your sales and finance teams always have access to up-to-date information.

   Sage Key Features

   Some other features in Sage help round out its CRM capabilities:

   • Case Management: Track, assign, and resolve customer service issues within the CRM.
   • Sales Pipeline Tracking: Visualize and manage opportunities through customizable sales stages.
   • Email Integration: Sync emails and communications with customer records for a complete interaction history.
   • Reporting and Dashboards: Build and view real-time reports on sales, service, and team performance.

   Sage Integrations

   Native integrations are not currently listed.

   Pros and Cons

   Pros:

   • Email logs communications to records
   • Case management tracks service issues
   • Custom pipelines fit B2B sales processes

   Cons:

   • Setup requires significant IT involvement
   • Interface feels dated vs modern CRMs
   Learn more about Sage:

   • Check out Sage on their website
6. 

   6

   Zendesk

   Best for customer support integration

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

   Visit Website

   

   If your business needs a CRM that connects sales and support teams, Zendesk Sell is worth a look. This platform is designed for B2B organizations that want to unify customer data and simplify handoffs between sales and service. Zendesk stands out for companies that prioritize customer support integration alongside pipeline management.

   Why I Picked Zendesk

   Zendesk caught my attention because it brings sales and support together in one platform, which is rare among B2B CRM options. The tight integration between Zendesk Sell and Zendesk’s customer support tools means sales teams can see support tickets, customer history, and ongoing issues right inside the CRM. I picked Zendesk because this visibility helps sales reps anticipate customer needs and coordinate with support for a smoother client experience. For B2B organizations where customer relationships don’t end at the sale, Zendesk’s unified approach is a strong fit.

   Zendesk Key Features

   Some other features in Zendesk Sell help round out its CRM capabilities:

   • Sales Email Automation: Set up automated email sequences and track engagement directly from the CRM.
   • Customizable Sales Pipelines: Design and manage multiple sales pipelines to match your team’s process.
   • Task and Appointment Management: Schedule follow-ups, set reminders, and manage appointments within the platform.
   • Mobile CRM App: Access leads, deals, and customer information from any mobile device.

   Zendesk Integrations

   Integrations include Salesforce, Shopify, Slack, Jira, Microsoft Teams, Google Workspace, Mailchimp, HubSpot, Zoom, and more.

   Pros and Cons

   Pros:

   • Call logging and recording track conversations
   • Custom pipelines support B2B processes
   • Email tracking shows opens and clicks

   Cons:

   • User interface updates can lag behind other leading CRM platforms
   • Workflow automation is less flexible than in enterprise-focused CRMs
   Learn more about Zendesk:

   • Check out Zendesk on their website
7. 

   7

   Pipedrive

   Best for visual sales pipeline management

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

   Visit Website

   

   Sales teams looking for a clear, visual way to manage deals often turn to Pipedrive. This CRM is designed for B2B organizations that want to track opportunities through customizable, drag-and-drop pipelines. Pipedrive helps teams quickly spot bottlenecks, prioritize high-value deals, and keep everyone focused on moving prospects forward.

   Why I Picked Pipedrive

   What sets Pipedrive apart for B2B CRM buyers is its highly visual approach to sales pipeline management. You can build and customize multiple pipelines, then move deals through each stage with a simple drag-and-drop interface. I picked Pipedrive because it gives sales teams a clear, at-a-glance view of deal progress and helps them focus on the right opportunities. The color-coded stages and activity reminders make it easy to spot stalled deals and keep momentum going.

   Pipedrive Key Features

   Some other features in Pipedrive make it a strong choice for B2B sales teams:

   • Email Integration: Sync your email accounts to send, receive, and track messages directly from Pipedrive.
   • Activity Scheduler: Schedule calls, meetings, and tasks with a built-in calendar and reminders.
   • Custom Fields and Filters: Add custom data fields and use filters to segment leads and deals.
   • Sales Reporting: Generate detailed reports on sales activities, deal progress, and team performance.

   Pipedrive Integrations

   Integrations include Gmail, Outlook, Mailchimp, Trello, Slack, Zapier, Google Calendar, HubSpot, Zoom, Microsoft Teams, and more.

   Pros and Cons

   Pros:

   • Activity scheduler manages follow-ups
   • Custom stages support B2B workflows
   • Visual pipeline tracks deal progress

   Cons:

   • Workflow automation is less flexible
   • Bulk imports may need manual cleanup
   Learn more about Pipedrive :

   • Check out Pipedrive on their website
8. 

   8

   HubSpot CRM

   Best for integrated marketing automation

   • 28-day free trial + free plan available
   • From $20/seat/month

   Visit Website

   

   If your team needs a CRM that connects marketing and sales activities in one place, HubSpot CRM is worth a close look. This platform stands out for B2B companies that want built-in marketing automation alongside contact and deal management. It’s a strong fit for marketing and sales teams looking to unify lead tracking, email campaigns, and reporting without juggling multiple tools.

   Why I Picked HubSpot CRM

   I chose HubSpot CRM for this list because its integrated marketing automation tools set it apart from other B2B CRM platforms. The platform lets you build and automate email campaigns, score leads, and trigger workflows directly from your CRM data. I see this as especially valuable for B2B teams that want to align marketing and sales without switching between separate systems. HubSpot CRM also includes built-in tracking for website activity and marketing attribution, so you can connect campaign performance to pipeline results.

   HubSpot CRM Key Features

   Some other features in HubSpot CRM that B2B teams may find useful include:

   • Deal Pipeline Visualization: Track deals through customizable pipeline stages with drag-and-drop functionality.
   • Meeting Scheduling Tool: Share a personalized booking link that syncs with your calendar to simplify meeting coordination.
   • Document Management: Store, share, and track sales documents directly within the CRM for easy access and engagement insights.
   • Live Chat Widget: Add live chat to your website to capture and engage leads in real time.

   HubSpot CRM Integrations

   Integrations include Gmail, Outlook, Salesforce, Shopify, WordPress, Slack, Zoom, Mailchimp, Microsoft Teams, Google Calendar, and more.

   Pros and Cons

   Pros:

   • Scheduling and email tracking simplify outreach
   • Visual pipelines track multi-stage deals
   • Marketing automation connects campaigns to CRM

   Cons:

   • Data export is restricted on lower tiers
   • Workflows get complex at scale
   Learn more about HubSpot CRM:

   • Check out HubSpot CRM on their website
9. 

   9

   Creatio AI CRM

   Best for low-code process automation

   • Not available
   • From $40/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.

   

   Creatio CRM is a B2B CRM platform that combines sales, marketing, and service automation with a low-code process designer. It’s built for organizations that need highly customizable workflows without relying heavily on developers.

   Who Is Creatio CRM Best For?

   Creatio CRM works well for mid-sized to enterprise B2B teams in industries like finance, manufacturing, and professional services that require tailored CRM processes and cross-department automation.

   Why I Picked Creatio CRM

   Creatio stands out because of how flexible its process automation really is. Instead of being locked into fixed CRM stages, my team can design multi-step workflows using a visual drag-and-drop builder. Lead routing, approval chains, and service escalations can all be configured without writing code. That flexibility makes it easier to adapt the CRM to different business models instead of forcing the business to adapt to the tool.

   Creatio CRM Key Features

   • 360-degree customer view: Access account history, communications, and deal activity in one unified record.
   • AI-powered lead scoring: Prioritize prospects based on engagement and defined qualification criteria.
   • Sales forecasting: Monitor pipeline performance and projected revenue using real-time data.
   • Case management: Track service issues from intake to resolution with structured workflows.

   Creatio CRM Integrations

   Integrations include Microsoft 365, Google Workspace, Mailchimp, DocuSign, Zendesk, Twilio, Facebook, LinkedIn, and Slack. An API is available for custom integrations.

   Pros and Cons

   Pros:

   • Unified workflow engine across departments
   • Vertical-specific templates accelerate setup
   • Strong low-code workflow customization

   Cons:

   • Pricing details are not fully transparent
   • Implementation can be lengthy for complex builds
   Learn more about Creatio AI CRM:

   • Check out Creatio AI CRM on their website
10. 

    10

    Salesflare

    Best for automated data entry features

    • 30-day free trial + free demo available
    • From $39/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.

    

    If your team struggles with keeping CRM data up to date, Salesflare offers a different approach. This tool is built for B2B sales teams that want to automate data entry by pulling information from emails, calendars, and social profiles. Salesflare helps reduce manual work and ensures your pipeline stays accurate without constant input from reps.

    Why I Picked Salesflare

    Unlike many CRMs that rely on manual updates, Salesflare stands out for its automated data entry features. The platform automatically gathers contact details, email interactions, and meeting information from your team’s inboxes and calendars. I picked Salesflare because it reduces the risk of missing or outdated data in B2B sales pipelines. This automation helps sales teams focus on building relationships instead of spending time on repetitive data entry tasks.

    Salesflare Key Features

    Some other features in Salesflare help round out its CRM capabilities:

    • Pipeline Visualization: Track deals through customizable pipeline stages with a drag-and-drop interface.
    • Email Tracking: Get real-time notifications when contacts open or click your emails.
    • Task and Reminder System: Set follow-up tasks and reminders linked to specific opportunities or contacts.
    • Mobile App: Access your CRM data and update deals on the go with a dedicated mobile app.

    Salesflare Integrations

    Integrations include Gmail, Outlook, LinkedIn, Slack, Mailchimp, Google Calendar, Microsoft Teams, HubSpot, Pipedrive, and more.

    Pros and Cons

    Pros:

    • Visual pipeline tracks deal progress
    • Email and calendar sync track activity
    • Auto-captures contact and company data

    Cons:

    • No built-in phone dialer
    • Automation is basic for complex workflows
    Learn more about Salesflare:

    • Check out Salesflare on their website