Customer Insights: Top 3 Easy-to-Use CRM Software

Share This Article

0 0 0 0

Customer relationship management is about focusing your efforts on the customer, not the tools that enable customer care.

Header image showing a man standing next to big blue letters reading CRM

Customer relationship management (CRM) can refer to both a business strategy for building customer relationships and the technological tools that help enable those relationships.

Garner defines CRM as “a business strategy that optimizes revenue and profitability while promoting customer satisfaction and loyalty.” At the same time, CRM technologies enable that strategy, help manage customer relationships, and can provide functionality for sales, marketing, customer service, and digital commerce.

In order for your team to focus on that strategy and customer relationships, it’s essential to have easy-to-use, intuitive CRM software.

That’s why we’ve analyzed thousands of user reviews in our CRM software directory to find some of the easiest-to-use CRM products on the market. We did this by calculating a sentiment score for each CRM product.

What is a sentiment score?

The sentiment score is a rating based on how positive or negative users are when they review a product. On a scale from 0 to 10, rave reviews get a high score, unfavorable reviews get a low score, and lukewarm reviews get a score in between. Review scores are then averaged to determine the sentiment score for the product.

Here are the three CRM products with the highest sentiment scores for ease of use:

3 easiest-to-use CRM software

Product
(click to jump to that section)
Ease-of-use sentiment score
(out of 10)
Thryv 6.40
Workbooks 6.33
SuperOffice 6.29

To learn more about our methodology, click here.

1. Thryv

thryv logo
Ease-of-use sentiment score: 6.40 out of 10
Mentions of ease of use in reviews: 43
Percent of mentions that are positive: 90%

Thryv is really designed to be an all-in-one business software suite specifically designed for small businesses. CRM is one of the core capabilities of Thryv, but it also handles sales and payments, customer communication, marketing automation, document storage, social media, and more.

For CRM features, Thryv allows users to add custom fields and tags for better customer segmentation, to nurture leads through the sales funnel with automated reminders, and to automatically populate customer profiles with outside information for better customer understanding. You can also create a customized web portal where customers can log in, make payments, send messages, and more.

On ease of use, Thryv users said:

  • User-friendly
  • Intuitive interface
  • Easy-to-reach customer service

How do users feel about Thryv’s ease of use?

Users are overwhelmingly positive on how user-friendly Thryv is. Of reviews that mention ease of use, a whopping 90% mention it positively and 0% mention it negatively. By comparison, the ease-of-use sentiment for the CRM software category as a whole is 79% positive.

How does Thryv compare to the category average for ease-of-use sentiment?

While the entire CRM category averages an ease-of-use sentiment score of 6.05, Thryv averages well above that with 6.40.

Thryv's ease of use sentiment score


Read user reviews of Thryv


2. Workbooks

workbooks logo
Ease-of-use sentiment score: 6.33 out of 10
Mentions of ease of use in reviews: 33
Percent of mentions that are positive: 93%

Workbooks is a full customer relationship management (CRM) suite with capabilities for marketing, sales, order processing, and customer service.

For sales, it offers contact and lead management, sales activity tracking, forecasting, performance metrics, and automated workflows. For marketing, it offers customer segmentation, campaign management, web analytics, and lead capture. It was also included in our list of easiest-to-use help desk software.

Workbooks users said the following for ease of use:

  • Intuitive user interface
  • Easy to navigate and configure
  • Easy to generate and customize reports

How do users feel about Workbooks’ ease of use?

Workbooks’ users find the system very easy to use, as evidenced by the 93% of mentions that positively reference the ease factor. Only 5% of ease comments were neutral and 2% mentioned Workbooks’ ease negatively. By comparison, the ease-of-use sentiment for the CRM category as a whole is 79% positive.

How does Workbooks compare to the category average for ease-of-use sentiment?

While the entire CRM category averages an ease-of-use sentiment score of 6.05, Workbooks averages 6.33.

Workbooks' ease-of-use sentiment score.


Read user reviews of Workbooks


3. SuperOffice

superoffice logo
Ease-of-use sentiment score: 6.29 out of 10
Mentions of ease of use in reviews: 50
Percent of mentions that are positive: 92%

SuperOffice is also a full CRM suite with sales, marketing, and customer support capabilities, designed to be an all-in-one business software.

For sales, SuperOffice has all the main features such as lead management and sales tracking, as well as live chat and lead capture for unknown web visitors. For marketing, it offers personalized messages, customer segmentation, and performance metrics.

When it comes to ease of use, SuperOffice users cited the following:

  • User-friendly
  • Easy to find information
  • Easy integrations

How do users feel about SuperOffice’s ease of use?

The vast majority (94%) of ease of use comments about SuperOffice are positive. Only 6% were neutral and 0% mentioned SuperOffice’s ease negatively. By comparison, the ease-of-use sentiment for the CRM category as a whole is 79% positive.

How does SuperOffice compare to the category average for ease-of-use sentiment?

While the entire CRM category averages an ease-of-use sentiment score of 6.05, SuperOffice averages 6.29.

SuperOffice's ease-of-use sentiment score.


Read user reviews of SuperOffice


Looking for more CRM software?

Of course, ease of use is just one of many deciding factors when evaluating software. Other considerations include price, features, integrations, and customer support.

If you’re looking for more CRM options, visit our CRM software directory. There you can filter products by feature, read reviews, and see our latest Top 20 CRM Software report.


Methodology

To be considered for this report, products had to meet our CRM market definition, meet our review count minimum, and have a high percentage of positive mentions for ease of use compared to other evaluated products.

  • CRM market definition: In order to be considered a CRM system, products must have contact management, interaction tracking, and lead management features.
  • Review count minimum: Products are required to have 20 or more unique reviews mentioning “ease of use” or related terms.
  • Percent of mentions that are positive: Products listed in this report have the highest percentage of positive mentions of ease of use among eligible products.

To calculate sentiment score, we looked at specific mentions of ease of use in each review (i.e., “snippets”) and analyzed the language used to describe the product’s usability. We then scored the language on a scale of 1 to 10, with 10 being the most positive, five being neutral, and one being the most negative. The score for each snippet was the sum of all descriptive terms in the snippet. Snippet scores were then averaged to determine the sentiment score for the product.

When comparing a product’s sentiment score to the average score for the entire category, the product’s score was removed from the category for accuracy.

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.

Looking for Customer Relationship Management software? Check out Capterra's list of the best Customer Relationship Management software solutions.

Share This Article

About the Author

Comments

No comments yet. Be the first!

Comment on this article:


Comment Guidelines:
All comments are moderated before publication and must meet our guidelines. Comments must be substantive, professional, and avoid self promotion. Moderators use discretion when approving comments.

For example, comments may not:
• Contain personal information like phone numbers or email addresses
• Be self-promotional or link to other websites
• Contain hateful or disparaging language
• Use fake names or spam content

Your privacy is important to us. Check out our Privacy Policy.