--- title: "CRM.io Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CRM.io Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/248620/CRMio/" page_type: "product" language: "en" --- # CRM.io Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CRM.io ## What is CRM.io? CRM.io is an AI-powered CRM platform that transforms sales, marketing, and customer service. It combines automation, AI, and analytics to optimize workflows and deliver personalized experiences. Features include an AI Agent for seamless data management via voice and text, reducing manual entry, and AI Cadence, which automates multi-channel follow-ups through email, SMS, and calls. The AI Email Bot automates responses, while the Telephony App offers live call transcription, recordings, and actionable recommendations to close deals. CRM.io also includes WhatsApp Automation, enabling businesses to automate workflows, create message templates, and respond instantly. Additionally, it supports Robotic Process Automation (RPA) to streamline repetitive tasks, freeing up resources for strategic initiatives. The platform offers access to a B2B Database with verified business data, helping businesses identify opportunities and target the right audience. ## What is CRM.io used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Online CRM](https://www.capterra.com/online-crm-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Top alternative Featured Overall rating Based on 26 user reviews Reviews sentiment Positive 88% Neutral 12% Negative 0% Starting price $99 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CRM.io?[Manage this product listing](https://www.g2.com/products/crm-io/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CRM.io 4.4 (26) VS. [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting Price $99 Per User, Per Year Starting Price $12 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (26) Ease Of Use 4.7 (466) Value For Money 4.7 (22) Value For Money 4.5 (405) Customer Service 4.4 (23) Customer Service 4.6 (388) ## CRM.io alternatives [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## FAQs about CRM.io Overview ### Which roles and teams benefit most from CRM.io? CRM.io benefits sales and marketing teams, business leaders, and technical specialists who need organized customer data and smoother follow-up workflows. Sales managers and marketers use it to track leads and campaigns, executives monitor pipeline performance, and developers or CRM consultants support integrations, customization, and process automation. Answer based on 26 reviews Overview ### What company size and industries is CRM.io built for? CRM.io is built for small businesses, which make up 65% of reviewers, and is most common in Information Technology and Services at 19%. It also serves midsize and enterprise companies, with 15% and 19% of reviewers, and appears frequently in E-Learning at 15% and Marketing and Advertising at 12%. Answer based on 26 reviews Features and Usability ### What are the key features of CRM.io? CRM.io offers contact and customer databases, lead capture, lead management, lead scoring, and pipeline management for sales tracking. It also includes email management, email marketing, calendar sync, task management, reporting and analytics, customizable fields, document storage, workflow management, and third-party integrations. Integrations ### Which third-party tools and platforms does CRM.io integrate with? CRM.io integrates with 6 third-party tools for email, accounting, payments, and messaging: Gmail, Amazon SES, SendGrid, QuickBooks Online, Stripe, and Twilio. Gmail appears in reviewer mentions, while the catalog also lists Amazon SES, SendGrid, QuickBooks Online, Stripe, and Twilio. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does CRM.io offer? CRM.io provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided setup, webinars provide scheduled group instruction, documentation offers written reference material, and videos allow self-paced learning. Answer based on 1 reviews Getting Started and Support ### What customer support options does CRM.io offer? CRM.io provides Email/Help Desk, FAQ/Forum, and Phone Support. Users describe the support team as helpful during setup and integration, with generally fast processes, though some say issue resolution can take a little time when requests are more complex or support demand is high. Answer based on 3 reviews ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) CRM.io includes **Customer Database**, giving teams a central place to store and organize customer information. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides other features that reviewers also rate as important, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses keep contact records organized, find information faster, and manage customer relationships more efficiently. Customer Database 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. Contact Database 4.9 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Search/Filter 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 4.8 (13) 46.15% of 13 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Interaction Tracking 4.4 (16) 43.75% of 16 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Lead Management 4.6 (14) 50.00% of 14 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process CRM.io 54 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.4 (26) 4.4 Based on 26 reviews ## Pricing Value for money 4.7 (22) Free Trial Premium (Monthly) $99.00 Per User,Per Month Basic (Monthly) $49.00 Per User,Per Month Enterprise (Monthly) $129.00 Per User,Per Month Basic (Yearly) $468.00 Per User,Per Year Premium (Yearly) $948.00 Per User,Per Year Enterprise (Yearly) $1,188 Per User,Per Year Value for money 4.7 (22) 4.7 Based on 22 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ SendGrid](https://www.capterra.com/p/204113/SendGrid/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ Amazon SES](https://www.capterra.com/p/179662/Amazon-SES/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (23) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (23) 4.4 Based on 23 reviews ## User reviews Overall rating 4.4 Based on 26 reviews Filter by rating 5(13) 4(10) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent PK Petteri K. Coach Professional Training & Coaching ### "CRM.io gives you a lot" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 December 12, 2023 For me as a small business owner, CRM.io is great value for many and the other in the business suite included application is just a great plus. Pros CRM.io is part of the huge suite for business owners. It is part of 500apps, which has so many application that I'm not yet even using all of them. Cons The learning curve of all the application is quite big, but they have excellent support team as well as video trainings. Switched from [Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/) [Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/) CRM.io is the next version of Agile CRM. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing CRM.io The value for money of CRM.io (500apps) is unbeatable. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Priyanka R. Application Developer Information Technology and Services ### "Exceptional Software for CRM and sales management " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 1, 2023 Pros With CRM.io we can easily organise my leads, sales and keep my team on track with follow-up and remainder. The visual dashboard is exceptional and effortless to navigate. Cons Although learning a new system can be challenging, I must say that the support I received from 500# team made the process a breeze. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NJ Nacky J. Senior Data Analyst Marketing and Advertising ### "User-friendly CRM software" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 March 7, 2023 Pros The pricing model of this software is the most appealing, very cost-effective for starting up in business. Also, it is part of a much bigger enterprise that I can get access and integrate to. Cons The platform is very laggy and the performance could still be improved. functionality should also be easy to customize just like any other CRM. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Technology lead Information Technology and Services ### "Amazing CRM to Smooth My Work" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 26, 2022 Pros I like the fact that there are many solutions included into one platform (sales, marketing, revenue, etc....), which makes our lives so much easier because pretty much everyone at the company can use the same CRM at the same time. Cons It is sometimes necessary to come to a halt during the day due to service problems in the CRM as we are reliant on it for everything. Moreover, I am concerned that we are losing data or missing important information regarding our deals. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Deputy Officer Financial Services ### "The Best CRM Automation" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 21, 2022 Pros One of the most interesting things about 500apps is the fact that we can do full transactions on CRM.io from purchase orders to giving delivery notes. It's a surprisingly simple but powerful CRM platform. Cons 500apps could partner with more e-commerce giants like Amazon, Sopify, Flipkart, and the more involved it gets with the more e-commerce giants, the more recognized it becomes Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. YV Yamuna V. Lead- Medical Coding Pharmaceuticals ### "My Experience with CRM.io" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 20, 2022 Pros In my experience with CRM.io, all of my company's critical processes have been simplified. Our sales team can now track sales opportunities and view funnel reports, while our marketing team can email and tag contacts to specific audiences based on their demographics. In addition, our project unit has better follow-up and control capabilities, reworking capabilities and alerts, and truthful information for decision-making for the management team. Overall, CRM.io has been a very positive experience for me. Cons It would be great if we could report across more modules - For some of our issues and requirements. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Managing Director Food Production ### "Affordable Yet User-friendly Crm" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 17, 2022 Pros With CRM.io, I can easily set up a CRM without professional assistance or prior coding knowledge. I can easily set up a powerful CRM using only their get started videos and onboarding support. However, it does require patience and time to set up. In addition, I can upload large amounts of customer data directly from a CSV file, saving a great deal of time. Cons Getting CRM.io reporting to the level expected by enterprises is still a work in progress. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SB Sushmitha B. Chief Operating Officer Hospital & Health Care ### "500Apps - Best Software To Acquire, Engage, Retain & Delight Our Customers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 14, 2022 Pros Contacts can be imported easily and lists can be created according to contact type or connection type. Organizing my contacts is easy with this feature. The fact that I can add other users allows me to view the chronological timeline of all contact points without having to spend time with our employees. Easy and fast way to send emails to specific lists. Cons It takes a little longer to adopt and implement CRM.io than the other software we used, but once it is customized to your needs it becomes way easier to use. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User ASSISTANT MANAGER SALES Logistics and Supply Chain ### "Good crm software matching with organisation needs" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 15, 2022 Crm .io helps in forecasting the sales and planning. except some Ui issues. This software is helpful for my business . Pros Lead management in the field of project logistics became easy with Crm software. I can predict sales easily through the dashboard and it is very easy to use. Cons CRM software itself is a huge application. It took many days to understand. They could have provided more learning resources for customers Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. LN Larry N. Sales person Information Technology and Services ### "CRM.io Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 April 4, 2022 Backing up of data is easy Pros The software is user friendly which makes it easier to use Cons Free trial doesn't provide all the services needed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/248620/CRMio/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.