Le 10 migliori soluzioni di software per database clienti e gestioni database clienti per il 2026

Monday sales CRM is a customizable tool designed to provide businesses with clear visibility into their sales pipeline. It centralizes client communication, automates sales processes, and offers a comprehensive overview of deals, which supports its unique selling proposition as the best tool for sales pipeline visibility.

This tool's highly customizable nature and automation capabilities are crucial for tailoring the system to specific business needs and streamlining client interactions. One thing that impressed me is the ease with which users can adapt the CRM to their workflows without requiring development resources, coupled with centralized communication channels for all client interactions.

Like many other tools, it's incorporating AI into its platform. Therefore, monday.com employs AI to assist in composing emails, drawing from past interactions and successful templates to improve communication. The CRM also offers mass email capabilities, activity management to record all customer interactions, and performance tracking through key metrics and KPIs.

Customizable dashboards, sales forecasting, goal setting, structured data organization, lead capturing, no-code automations, and visual sales pipeline management are additional features that support sales teams in managing their customer relationships and sales activities.

monday sales CRM provides integrations with a range of software tools to centralize data and automate work processes. Key integrations include communication and collaboration tools, such as Outlook, Slack, Google Drive, and Trello. Additionally, for tools not listed, users can utilize the open API to connect their preferred software to the CRM platform.

Salesforce CRM is a cloud-based CRM system that helps businesses of all sizes improve their customer service, sales processes, and marketing campaigns. It allows users to store all their customer data in one secure location and access it from anywhere with an internet connection. This allows them to easily track customers, analyze data, create reports, manage accounts, monitor leads, and more. It includes features such as lead management, contact management, account management, report generation, and analytics. Other features include mobile access so users can access the system from any device, email integration so users can send emails directly from the system, and activity tracking which keeps track of activities such as calls and emails sent.

Salesforce enables businesses to effectively manage large amounts of data, including customer contact information and sales records. Data can be organized into custom fields, allowing users to quickly search for specific items or view summaries of data across multiple fields. Additionally, it provides powerful analytics tools that allow users to identify key trends in their data. Salesforce's segmentation feature allows businesses to group customers based on different criteria such as location, purchase history, and demographics. This makes it easier for businesses to target specific groups with tailored marketing campaigns and special offers.

Salesforce offers advanced segmentation features such as dynamic segmentation which automatically updates segments based on new customer information. As the business grows, users can add additional features or services without having to purchase additional software or hardware. Additionally, because it is cloud-based it requires no setup or maintenance costs which makes it an attractive option for businesses with limited budgets or resources. It features powerful security measures such as encryption and two-factor authentication which ensures that all customer data always remains safe and secure.

Features include sales management, marketing automation, customer service and support, collaboration, customization, mobile access, integration, analytics & reporting, and built-in data security.

Integrations include Google Workspace, Slack, Quickbooks, MailChimp, LinkedIn, Docusign, JIRA, HelloSign, Code Science, Active Campaign, and Dropbox.

Zoho CRM is a cloud-based, easy-to-use client database management software with a simple UI and highly customizable workflows for generating, qualifying, and nurturing leads into deals and lifelong customers.

Users can track purchase history, product preference, and personal information on a timeline of activities dating back to the first interaction and lead source. The tool includes advanced filters and fields for deal stage, campaign source, email status, notes added, and even profitability percentage.

Choose from pre-built reports or dashboard templates, or create your own to visualize customer behaviour and metrics in the form of charts, KPIs, and funnels. Team members can export reports as Excel, CSV, or PDF files, embed dashboards on a website and/or make it accessible on a Slack channel.

Mobile-enabled features allow you to log prospect details on-the-go, pull up price lists and agreements, and post significant updates on your team forum or chat. Another great feature is the AI-powered sales assistant that can auto-fill empty fields in your CRM.

Zoho CRM has over 40 native integrations and 500+ third-party integrations that include Google (G Suite), Microsoft Office 365, MailChimp, RingCentral, Quickbooks, Zapier, Xero, and other popular apps.

Zoho CRM starts at $14/month with a 15-day free trial, and also offers a free version for up to 3 users.

Bigin by Zoho CRM provides a client and customer database as one of its core features. The platform is a lean customer relationship management (CRM) software that caters to the needs of small businesses. It's user-friendly and intuitive, and helps you keep track of your client records, manage your client communications, and automate parts of your sales pipeline.

The software's central database keeps contact information for all your clients safely stored. You can populate the database by importing data from an existing spreadsheet, and collect new data by creating custom forms through the system. Custom fields can be configured to best reflect your company's operations and ensure you collect the right data for every client record. Should you ever need to, you can export data out of the system, too.

In addition to a client database, the software provides multi-channel communication tools to help you manage your phone, email, and social media communications with clients. You can set up workflow automations to move new prospects through your sales funnel, and track your deals through each stage with the pipeline builder. Custom reporting and an analytics dashboard are also available to help you track your performance metrics.

Paid plans start from $7/user/month, and a 14-day free trial is available.

Boasting over 150,000 clients and users, Freshsales aims to simplify CRM solutions. To do so, they offer AI-based lead scoring; phone, email, activity capture; sales lead acquisition assistance; sales pipeline management; event tracking (website and app); and more.

Freshsales does email segmentation, sorting, and display-by-relevance very well. This tool categorized conversations in a way that makes them easy to retrieve and sort by customer and it also uses conversation records (text, call, chat, email) to their full potential.

Native integrations include Freshdesk, Freshchat, Freshconnect, Freshcaller, Google calendar, Mailchimp, Segment, Office 365 Calendar, Hubspot, Freshsales for Web, PieSync, Google Apps, Quickbooks, Google Contacts, Xero, and many more through Zapier. Other integrations include Calendly, Facebook, GetAccept, Clenty, Justcall, Toky, 24sessions, Integromat, Akito, Trello, Magento, and more.

Setting up and learning the software was quite time-consuming, losing them some minor points in the Usability section of the evaluation criteria. Migrating from another CRM platform, in particular, has many pain points.

Freshsales starts at $15/user/month and has a 21-day free trial.

Kintone is a customizable client database tool used by teams at Volvo Trucks North America, Japan Airlines, Shiseido, and over 23,000 organizations worldwide. Their unique approach to client database tools lets you build a wide variety of customizable “apps” either from scratch, using templates or from your existing spreadsheets, for data management, business processes, and workflows. Kintone apps can be customized for project management, sales CRM, client databases and activity logs, expense reports, shared to-do lists, equipment management, product feedback, and much more.

Kintone lets you build client database apps by dragging and dropping elements that you want to see onto the page: rich text fields, date fields, drop-down menus, number fields with built-in calculations, spaces for attachments, user or group selection menus, related data from other apps, tables, and more.

Once you’ve built the app you want, you can use it to more easily manage whatever data and tasks you and your team need to track. And with custom notifications and reminders as well as detailed permissions settings, your client database solution can look and work however you want it to.

What makes Kintone particularly great for client databases is the customizability—users can tailor what information the CRM records and holds, update and change fields or entire workflows without relying on IT support, and create automated reminders to notify sales members of important deadlines.

Kintone’s built-in communication features also allow your team to discuss customers or tasks directly in the database and in topic or project-based threads. Dedicated “spaces” organize all of the information your team needs about your customers in one place, including your customer database, customer inquiries and interactions, and more.

Kintone lets you expand its capabilities with both free native plugins built by the Kintone team as well as integrations with other tools like Slack, Gmail, Google Calendar, Outlook, Tableau, Dropbox, Salesforce, HubSpot, Eventbrite, WordPress, QuickBooks, MailChimp, and many more through a paid plan with Zapier or via API integrations.

Kintone costs $24/user/month with a minimum requirement of 5 users. They offer a 30-day free trial (no credit card required) and discounted prices for nonprofits and educators. Kintone’s team also offers a free custom app build as part of the free trial process.

The “No” in the software name is a cheeky representation of their dedication to functional simplicity and low-effort onboarding. Even with ease at its core, this software enables users to define lead fields, personalize with widgets, create custom sales activities, and more.

True to its name and marketing promise, NoCRM is superbly easy to use and adopt. They also offer a “NoCRM Academy” filled with video resources to help users learn the ins-and-outs of the tool. Thus, they rated quite highly in the Usability category of our evaluation criteria.

Integrations include G Suite, Quickbooks, PieSync, FreshBooks, RingCentral, Aircall, Xero, Tilkee, ActiveDEMAND, and over 750+ more through Zapier.

The only major con is the lack of email marketing campaign tools. You will need to integrate capabilities from elsewhere in order to achieve this functionality.

NoCRM.io starts at $12/user/month and has a free 15-day trial.

Pipedrive is a sales CRM software that helps you keep track of client and customer data effectively. It also has a visual, drag-and-drop sales pipeline to help you track leads through each stage of your sales process. The pipeline is customizable, and you can either build one from scratch or use one of the pre-built templates provided in the system.

You can add context to your client and customer records by adding notes, and the system's smart data feature gathers additional data from the web to enrich your records. This helps you keep information up to date, but can also provide you with additional contextual data you might not otherwise have had.

In addition to its sales pipeline and record keeping features, the software also has an email tool. You can connect your email account and send and receive emails right in the platform, reducing app-switching and keeping client communications centralized. Reporting and analytics tools are also included, providing you with data about your sales performance and insights into which leads are most likely to close, average deal time, and more.

Pipedrive integrates with other contact management and sales tools like Pipechat, Microsoft Teams, Trello, Slack, Zapier, and others. Plans start from $21.90 per user, per month, and a 14-day free trial is available.

Streak CRM integrates directly with Gmail, so users can track and manage their sales pipeline, contacts, and emails right in G Suite. You can also set reminders for easy follow-ups with tasks and clients.

You can import and export client and lead data in any format, including numbers, text, lists, checkboxes, tags, formulas, contacts, and more, making it useful for tracking and reporting on data. Streak CRM will auto-fill data such as ‘Date created’ or ‘Date of Last Email'.

Another great feature is the ability to automatically share emails, notes, and call logs with your team so you can pick up where they left off. Streak CRM offers a mobile app as well, for ease of use and access.

Streak CRM’s open API integrates with G Suite and Zapier to connect your Streak to any existing app or tool you use.

Streak CRM has a basic plan that is completely free. Paid plans cost from $15/user/month.

Free for up to 10 users, Agile CRM is an excellent option for small to mid-sized businesses. Features vary between free and paid plans and may include sales enablement through gamification, marketing automation, customer service, contact management, and more.

Agile CRM’s monthly subscription price is one of the lowest per-user on this list, not to mention they have a freemium version for 10 users or less. This ensured they scored top marks in the Value for Cost section of the evaluation criteria.

Integrations include Twitter, Facebook, TowerData (Rapleaf), LinkedIn, Zendesk, ClickDesk, HelpScout, LiveHelpNow, Tidio Chat, UserVoice, IMAP, Google Apps, Microsoft Exchange, Twilio, VoIP, RingCentral, Bria, Mandrill, SendGrid, Amazon SES, FreshBooks, Xero, QuickBooks, and many more. Connect additional tools using Zapier, as well.

A few cons to note are limitations/restrictions in certain automation capabilities, some cumbersome sales tracking elements, and a lack of search/sorting fields.

Agile CRM starts at $8.99/user/month and has a freemium version for up to 10 users.