PCI DSS (Payment Card Industry Data Security Standard)
CRMs with PCI DSS compliance ensure the secure processing of payment card information. This qualification is crucial for businesses handling transactions and customer payment details, protecting against fraud and breaches.
AI and Analytics
API Available
Business Size
Contract Type
Deployment Options
Free Trial
Industry Focus
Integration Marketplace
Support Options
User Training Available
Customization Options
Compliance Qualifications
Clientjoy CRM
Clientjoy connects sales follow-up, proposals, a client portal and invoicing for small service businesses. Evaluate a complete enquiry-to-payment workflow, then confirm pricing, branding, integrations and support. Public plan details are inconsistent, so obtain a Clientjoy-specific quote before budgeting or migrating.
Keap CRM
Keap CRM suits small teams that want enquiry follow-up, appointment booking and invoicing connected to customer records. Assess its automation against your own customer journey, budget for required implementation, and confirm the Keap product and messaging service offered through Thryv.
Dynamics 365
Microsoft Dynamics 365 Sales suits teams managing accounts and opportunities within a Microsoft-heavy workplace. Compare its editions, customization rights and implementation needs before committing. Other Dynamics applications are separate purchases, and a 30-day trial is available to evaluate the sales workflow.
Salesforce
Salesforce offers a two-user Free Suite, paid small-business suites and more configurable sales CRM editions. Compare the workflows your team needs with the edition, integration costs and administration required. A focused evaluation should cover sales handovers, reports and data migration.