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Ranked by Occidental

Best Marketing Software and CRM Tools

The top 10 of 36 marketing software and crm companies in our directory, scored on what we could check.

This roundup ranks every company in this category with Occidental, the same harness behind our Stack Advisor. It scores only what we could check on each company's own site. It is not a test of their work, so read it as a short list to call, not a verdict.

The ranking assumes a business with 10 people, one location and a normal budget, with no special must haves. Your own answers change the weights, so try the Stack Advisor for a ranking built around you.

The Top 10

Ranked by Occidental, run on Vyebe. How the ranking works.

  1. 1Insightly

    6.9 out of 10

    Fit
    6.0
    Scale
    8.0
    Cost to own
    5.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    7.5

    Why: Has a main phone line. Company size listed as 51-200 people.

    Watch out: No price in our catalog. Ask for a written quote with renewal prices.

  2. 2Keap

    6.9 out of 10

    Fit
    6.0
    Scale
    6.0
    Cost to own
    5.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    10.0

    Why: Founded in 2001. Has a main phone line.

    Watch out: No price in our catalog. Ask for a written quote with renewal prices.

  3. 3Nutshell

    6.6 out of 10

    Fit
    6.0
    Scale
    10.0
    Cost to own
    5.0
    Support
    5.5
    Lock-in risk
    6.0
    Vendor health
    7.5

    Why: Company size listed as 11-50 people. Founded in 2009.

    Watch out: No main phone line in our data. Expect forms, chat or email.

  4. 4Close

    6.4 out of 10

    Fit
    6.0
    Scale
    8.0
    Cost to own
    5.0
    Support
    6.5
    Lock-in risk
    6.0
    Vendor health
    7.5

    Why: Company size listed as 51-200 people. Founded in 2013.

    Watch out: No price in our catalog. Ask for a written quote with renewal prices.

  5. 5Merchynt

    6.3 out of 10

    Fit
    5.0
    Scale
    10.0
    Cost to own
    5.0
    Support
    6.5
    Lock-in risk
    6.0
    Vendor health
    6.0

    Why: Company size listed as 11-50 people. Has a main phone line.

    Watch out: No price in our catalog. Ask for a written quote with renewal prices.

  6. 6Constant Contact

    6.2 out of 10

    Fit
    6.0
    Scale
    2.0
    Cost to own
    5.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    10.0

    Why: Founded in 1996. Has a main phone line.

    Watch out: No price in our catalog. Ask for a written quote with renewal prices.

  7. 7Freshworks

    6.1 out of 10

    Fit
    6.0
    Scale
    2.0
    Cost to own
    5.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Why: Has a main phone line. Founded in 2010.

    Watch out: No price in our catalog. Ask for a written quote with renewal prices.

  8. 8Podium

    6.1 out of 10

    Fit
    6.0
    Scale
    2.0
    Cost to own
    5.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    8.5

    Why: Has a main phone line. Founded in 2014.

    Watch out: No price in our catalog. Ask for a written quote with renewal prices.

  9. 9HighLevel

    5.9 out of 10

    Fit
    6.0
    Scale
    2.0
    Cost to own
    5.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    7.0

    Why: Has a main phone line. Founded in 2018.

    Watch out: No price in our catalog. Ask for a written quote with renewal prices.

  10. 10HubSpot

    5.9 out of 10

    Fit
    6.0
    Scale
    0.0
    Cost to own
    5.0
    Support
    9.5
    Lock-in risk
    6.0
    Vendor health
    10.0

    Why: Founded in 2006. Has a main phone line.

    Watch out: No price in our catalog. Ask for a written quote with renewal prices.

How much each score counted: Fit 28%, Scale 16%, Cost to own 16%, Support 16%, Lock-in risk 12%, Vendor health 12%.

How We Scored

ScoreWhat it measures
FitHow closely the company's own services and description match this category. In AI search, specialists score higher.
ScaleHow the listed team size fits a 10 person business. For service firms, a team a little bigger than yours scores best. For platforms, bigger is fine.
Cost to ownPrices only count when our catalog has one we checked. Most companies here have none, so everyone gets the same middle score.
SupportA main phone line, a contact or sales page, and a clear route to reach a person.
Lock-in riskThe usual lock-in for this kind of service, from our own notes on the category.
Vendor healthYears in business and listed team size.

Common Questions

Is this a paid ranking?

No. Nobody paid to be listed or ranked, and the rules are the same for every company.

Why is Clickflame on this list?

Clickflame is our sister company. It is scored by the same rules as everyone else, and it is marked with a disclosure wherever it appears.

Why does a company I like rank low?

The ranking only sees what we could check, like a listed phone line or founding year. It knows nothing about the quality of the work. A lower score is not a bad review.

The Rest of the List

  • ActiveCampaignChicago, IL · 1,001-5,000 people
  • AirOpsAI search specialist
  • AthenaHQAI search specialistSan Francisco, CA · 11-50 people
  • BirdeyePalo Alto, CA · 1,001-5,000 people
  • BluefishNew York, NY · 51-200 people
  • BrightEdgeFoster City, CA · 501-1,000 people
  • CallRailAtlanta, GA · 201-500 people
  • ConductorAI search specialistNew York, NY · 201-500 people
  • EvertuneAI search specialistNew York, NY · 51-200 people
  • GaugeAI search specialistSan Francisco, CA · 2-10 people
  • GoodieAI search specialistNew York, NY · 11-50 people
  • Kit51-200 people
  • KlaviyoBoston, MA · 1,001-5,000 people
  • Less Annoying CRMSt. Louis, MO
  • LocaliQNew York, NY · 1,001-5,000 people
  • MailchimpAtlanta, GA · 1,001-5,000 people
  • MozSeattle, WA
  • PipedriveNew York, NY · 501-1,000 people
  • ProfoundAI search specialistNew York, NY · 201-500 people
  • SalesforceSan Francisco, CA · 10,001+ people
  • ScrunchAI search specialist51-200 people
  • SemrushBoston, MA · 1,001-5,000 people
  • ThryvGrapevine, TX · 1,001-5,000 people
  • WritesonicAI search specialistSan Francisco, CA · 51-200 people
  • YextNew York, NY · 1,001-5,000 people
  • ZohoChennai, Tamil Nadu · 10,001+ people