Customer Relationship Management (CRM) is software to get a better understanding of your customer’s needs. The best desktop CRM software can be operated locally or even offline. It keeps track of each customer interaction with your team members and provides predictions based on the history without using an internet connection.
Do you wonder which one is the best for you? Look no further than reading the following explanation!
5 Best Desktop CRM Software
Desktop CRM software is a customer relationship management software installed and operates locally. Unlike cloud-based CRM software, these applications can run without an internet connection.
Although it might be challenging to find desktop CRM software these days because some CRM software started to shift to the cloud, here is our list of the best desktop CRM software.
1. Microsoft Outlook
Microsoft Outlook without CRM integration can be your essential CRM tool. You can build the typical record data capturing in an offline environment. Plus, it will directly integrate e-mail, calendar, and file documents for scheduling and follow-up action.
In addition, the critical point while using Outlook as your CRM tool includes:
- Building habits for consistency, and
- Having a complete understanding of the software
Building habits for consistency means you need to have a strong baseline of customer relationship management. From the first time you contact a new person, you already have a further contact pulled up and ready to fill on your Outlook.
While interacting, Outlook already has a template you can fill in about the new person. After the interaction end, you still have more data grouping and labeling to do.
While having a full understanding of Outlook, you can mimic the automation function of a regular CRM. In the Note tab, you can make a to-do list, body of e-mail, and more action that is usually repeatable.
After completing this so-called template for action, you can just drag and drop, forward, or copy-paste these notes to keep track of your relationship with the customer.
This understanding of Outlook can be beneficial in the long run. With more functions applied, building a record and keeping track of the process gets easier. Indeed, this understanding takes time. Furthermore, Microsoft Outlook is also compatible with mobile devices, so you can do all CRM action from your phone.
2. Zoho
Zoho CRM Desktop Edition is a version of Zoho CRM designed to run on your local computer instead of being entirely web-based. This allows your business to keep running in case of internet unavailability.
This feature is equipped with synchronization, so when you are back online, changes you make offline can be synchronized with the data in the cloud.
Zoho CRM is also available on mobile phones. So, this offline access enables you to keep in touch with your data even in areas with no internet connection. Although offline, you can still do customer relationship tasks such as contact management, monitoring sales activities, and creating opportunities.
As we established earlier, Zoho CRM Desktop Edition can be integrated with other Zoho applications. It can also be combined with other third-party applications to enhance its functionality. Moreover, keeping your customers’ data offline practically added security and privacy.
Zoho offers 15 days free trial and paid plan, namely:
- Standard – $13 annually
- Professional – $21 annually
- Enterprise – $36 annually
- Ultimate – $48 annually
3. ACT!
ACT! is next on our list of best desktop CRM software. The main focus of the software is marketing, sales, and CRM automation platform. It can be installed as a local on-premise desktop software and cloud-based.
The platform has a completely customizable dashboard. It can be integrated with Zoom, DocuSign, Outlook, and more. ACT! provides tools for marketing, capturing prospects, and other tools to build better customer relationships.
It creates the environment for automating and managing the entire workflow from start to finish. It also provides sales pipeline insights.
Moreover, the email marketing feature comes with more than 170 responsive templates. It has templates and capabilities for surveys, drip marketing, email tracking and metrics, campaign calendar, etc.
ACT!’s on-premise pricing is $37.50/user/month (billed annually), and the cloud-based solution is $30/user/month (billed annually).
4. SugarCRM
Claims to be the world’s most loved CRM platform, SugarCRM excels in managing and enhancing sales, marketing, and service with your customers. It is designed to help companies improve customer engagement, streamline sales activities, and drive growth.
According to Business News Daily, with its core features, SugarCRM works to maximize productivity without any customization. SugarCRM has a powerful AI system to generate predictions and leads with impressive accuracy based on customers’ past interactions.
Although SugarCRM is cloud-based software, you can select On-Premise CRM Solutions. SugarCRM can be operated offline, mainly from its mobile app. To activate this function, you have to be an administrator. This feature allows you to cache records, such as view lists, and edit views directly to your local database.
In addition, SugarCRM offers 4 plans, such as:
- Sell plan – starting at $49/user/month (minimum 3 users), billed annually
- Serve – starting at $80/user/month (minimum 3 users), billed annually
- Enterprise – starting at $85/user/month (minimum 3 users) billed annually
- Market – starting at $1000/user/month (minimum 3 users) billed annually
With these 4 plans, SugarCRM can accommodate entry-level and global-scale businesses.
5. GoldMine
GoldMine takes an entirely different approach in its CRM service. Determined to help small businesses, GoldMine creates an on-time payment method instead of monthly or annual payments. No subscription – no monthly fees! Once you buy the service, it’s your system forever.
The most important aspect is GoldMine can be used offline. It also supports web and smartphone access. Even better, it is integrated with Outlook. If you will, GoldMine is the only CRM system with e-mail capability.
Furthermore, it supports linking with Word and Excel for accessible merging documents and is integrated with social media such as LinkedIn, Facebook, and X (formerly Twitter).
That’s Our Best Desktop CRM Software
You can first set the budget to pick the one suitable for you. Try to list features you need, gather more information from people with the same business category, read the reviews, and test the software. Don’t forget to consider your budget, then subscribe to the plan you desire the most!