CRM Examples

The best known CRM examples are Salesforce, Zoho CRM, HubSpot, Microsoft Dynamics 365 and Pipedrive. Each one stores customers, deals and support requests in one place. They differ in price, depth and who they are built for, and the list below explains what each is actually used for.

By CRMFullForm Editorial Team · Last updated: 21 August 2026 · Reading time: about 6 minutes

10 CRM examples at a glance

#CRMBest known forUsually chosen by
1SalesforceDepth and customisationLarge companies and enterprises
2Zoho CRMWide features at low costSmall and mid-size businesses
3HubSpot CRMA usable free plan plus marketing toolsStartups and marketing-led teams
4Zoho BiginSimplicity — a pipeline and little elseVery small teams and solo sellers
5PipedriveA clean visual sales pipelineSales-first teams
6Microsoft Dynamics 365Fitting neatly with Microsoft 365Companies already on Microsoft
7FreshsalesBuilt-in phone and chatInside sales and call-heavy teams
8monday CRMVisual boards that non-sales staff understandTeams already using monday.com
9EngageBaySales, marketing and support in one budget toolVery cost-conscious small businesses
10Odoo CRMBeing one module of a full open-source suiteBusinesses that also want ERP
Positioning changes over time. Always check the vendor’s current plans before deciding.

All ten are examples of the same idea. The CRM full form is Customer Relationship Management, and every product below is one way of doing it.

What each CRM is used for

1. Salesforce

The most widely recognised CRM platform. Almost anything can be configured or built on it, which is why banks, insurers and large manufacturers use it. That flexibility is also its cost: most serious Salesforce projects need an admin or a partner to set up and maintain.

2. Zoho CRM

An Indian product that gives small and mid-size businesses a very wide feature set for a modest per-user price. It connects to the rest of the Zoho suite — mail, books, desk, campaigns — which is often the deciding factor for a growing company.

3. HubSpot CRM

Known for a genuinely usable free plan. Contacts, deals and basic email tracking cost nothing, and the paid Sales, Marketing and Service hubs are added later. Startups often begin here because there is no purchase decision to justify on day one.

4. Zoho Bigin

A deliberately stripped-down CRM from Zoho for teams that found full CRM software overwhelming. It offers pipelines, contacts and follow-ups without the modules a two-person business will never open.

5. Pipedrive

Built around one screen: the deal pipeline. Sales people can see every open deal, its value and its next action at a glance. It is popular with agencies and consultancies that live and die by a handful of large deals.

6. Microsoft Dynamics 365

Microsoft’s CRM and ERP family. Its advantage is familiarity — Outlook, Teams, Excel and Power BI all connect without a third-party bridge. Companies that already standardised on Microsoft rarely need much convincing.

7. Freshsales

Part of the Freshworks family, another India-founded company. Its selling point is a built-in phone and chat, which suits inside sales teams that spend the day on calls rather than in meetings.

8. monday CRM

A CRM built on top of monday.com’s board interface. Teams that already run projects there get a sales pipeline that looks and behaves the same way, which shortens training considerably.

9. EngageBay

An all-in-one budget option that bundles CRM, email marketing and a helpdesk. It appeals to very small businesses that would otherwise pay three separate subscriptions.

10. Odoo CRM

One module inside an open-source business suite that also covers inventory, accounting and manufacturing. It suits businesses that want CRM and ERP from a single vendor and have someone technical to look after it.

CRM examples in real life

BusinessWhat the CRM does for them
Real estate officeCaptures site-visit enquiries, assigns them in rotation, reminds agents to follow up, records why deals were lost
Coaching instituteTracks admission enquiries from first call to fee payment, then sends batch and exam reminders
Bank branchGives the relationship manager a customer 360 view and a daily list of maturing deposits and pending documents
Online storeStores order history, handles return tickets and segments customers for offers
B2B manufacturerManages long deal cycles, quotations, dealer networks and after-sales service contracts

How to pick from these examples

Ignore feature lists for a moment and answer three questions. How many people will actually log in, since pricing is per user? Will your team update records on a phone? What must it connect to — email, WhatsApp, your website forms, your accounting software? The shortlist usually writes itself after that.

Then run a real trial. Import your own customer spreadsheet, put five live leads through the pipeline for a week, and see who still updates it on day five. For a fuller comparison with plans and pricing, see the best CRM software in India

Frequently asked questions

What are some examples of CRM software?

Common CRM examples include Salesforce, Zoho CRM, HubSpot CRM, Zoho Bigin, Pipedrive, Microsoft Dynamics 365, Freshsales, monday CRM, EngageBay and Odoo CRM.

Which is the most popular CRM?

Salesforce is the most widely recognised CRM platform worldwide, particularly among large enterprises. Among small and mid-size businesses in India, Zoho CRM and the free HubSpot plan are far more common because of cost.

Is there a free CRM?

Yes. HubSpot offers a free CRM plan with contacts, deals and basic email tracking, and several other vendors offer free tiers for very small teams. Free plans limit users, records or features, so check those limits before committing.

What is an example of CRM in real life?

A real estate office is a clear example. Every site-visit enquiry is captured in the CRM, assigned to an agent in rotation, followed up with automatic reminders, and marked won or lost with a reason — so the owner can see which channels and which agents actually produce sales.

What is the difference between CRM examples for B2B and B2C?

B2B CRMs centre on companies, long deal cycles and multiple decision makers, so they emphasise accounts, quotations and pipelines. B2C CRMs centre on individuals and high transaction volumes, so they emphasise segmentation, campaigns and support tickets.

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