CRM software Philippines is now a crucial part to consider when it comes to managing the relationships with their customers and organizing the sales operations and converting more inquiries into actual sales.
But selecting the right platform isn’t merely concerning the software program with the maximum features. In this guide, you’ll learn about the top 10 CRM software in the Philippines to consider in 2026, their key features, and who they are best suited for.
Key Takeaways
CRM stands for Customer Relationship Management, and is a digital platform that allows businesses to keep a record of customer information, keep track of leads, monitor opportunities and record interactions during the entire process of the customer’s journey.
Additionally, within this CRM system, sales representatives can review previous conversations with the customers such as, check the status of potential deals, and identify which prospects need follow-ups.
One example of the use of a CRM system is when a Philippine distributor gets inquiries from e-commerce, and sales representatives can use a CRM to sort the incoming leads and allocate them to the relevant sales team members.
Additionally, certain CRM software, especially for market in the Philippines even feature marketing automation, customer service tools, AI-powered recommendations, and enterprise resource planning (ERP) systems that streamline business processes.
The necessity of CRM software is that it can address vital customer relationship issues, including fragmented documents, and lack of order in inquiries. Here’s the list of the benefits of CRM software for business in the Philippines:
Instead of managing inquiries from various website sources, referrals, social networks, and sales outlets independently, the CRM system facilitates the collection of all these inquiries into a single location. A streamlined approach helps to avoid missed opportunities or accelerate response times.
Secondly, the systems also set reminders and assign tasks so that sales representatives always know when to contact or follow up on pending quotations. In addition, ongoing communication ensures that deals progress smoothly.
The system also offers some more easily recognizable elements to review for conversion rates and daily activities to help pinpoint where opportunities are stuck or moving in the system. These clear actionable insights help the sales manager to promptly resolve sales bottlenecks.
Furthermore, it provides authorized team members with immediate access to critical customer information, including their preferences, previous interactions, and customer history. Access to all past interactions enables your team to solve problems quickly and establish trust over time.
Furthermore, it also helps them to optimize daily business operations with the sales, marketing and customer service team with the help of real-time data. No silos make for smoother inter-departmental communication.
It also features dynamic reporting and real-time dashboards to identify trends in sales and evaluate the performance of teams and make informed decisions. High-level visibility helps leadership to plan future growth in a more accurate manner.
While the uptake of CRM for business has many key benefits, it also takes into account data protection. Under The Philippines’ Data Privacy Act of 2012 it sets requirements for processing personal information, to prevent misconduct about personal information.
In general, a CRM software in Philippines offers plenty of functions to aid effective company operations. With various features, the following are worth evaluating when considering implementing the software for managing customer process:
The best CRM software in Philippines will vary between businesses and be dependent on their size, sales complexity, budget and system requirements. Here are the list of different use cases from integrated business operations to marketing automation:
The CRM module of ScaleOcean Atlas is one of the best CRM software in the Philippines, an integrated management tool that combines sales pipelines and customer information into the core back office functions. Teams have access to all information related to customers in one place, providing them with a complete view of the buyer’s journey.
Customer records can be centralized to eliminate departmental silos, for multiple-branch business operations within the Philippines. Sales and operational teams can coordinate seamlessly, instead of using isolated files.
Powered by ScaleMind AI, it converts raw data from operations into clear business insights. Its versatile and modular design allows organizations to use tools as needed, making it relatively easy to expand software functionality with a growing scope of operations.
Schedule a consultation with our experts to find the best fit for your business. In the meantime, here are the key strengths and capabilities that can support your CRM processes:
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ScaleOcean Atlas: ScaleOcean Atlas uses customized, quote-based pricing tailored to your specific module selection, required integrations, user count, and operational scope. Contact ScaleOcean for a personalized quote or to schedule a product demonstration.
ScaleOcean Capterra Rating: 5.0/5.
Salesforce CRM helps businesses manage leads, customer accounts, sales opportunities, and customer interactions through a centralized platform. Its Sales Cloud solution also supports forecasting, automation, reporting, and AI-assisted sales activities.
For Philippine enterprises with multiple sales teams or regional operations, Salesforce provides tools to standardize sales processes and improve visibility across customer accounts. Its main features include:
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Salesforce CRM Pricing: Salesforce Sales Cloud Starter Suite starts at ₱1.587,24 per user/month. Enterprise plans are also available at higher rates, you can contact the Salesforce team for pricing details.
Salesforce Capterra Rating: 4.4/5
The third platform that can optimize the CRM process is Kintone. It is a customizable business application platform that allows companies to build applications for managing customer records, sales activities, and internal workflows.
This flexibility can be useful for Philippine businesses that have specific approval procedures or customer management requirements. For example, a distributor could create a lead tracker with custom approval stages. Below the features of Kintone:
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Kintone Pricing: For the Professional package, it starts from ₱1.523,72/user/month, and also Kintone offers other prices. For more details, you can contact the Kintone team.
Kintone Capterra Rating: 4.7/5.
Zoho CRM helps businesses manage the customer journey, from capturing an initial inquiry to tracking a deal and maintaining an ongoing relationship. The platform also offers Zia, an AI assistant that supports selected sales and analytical tasks.
With the basic CRM functions, businesses can begin and then expand to make use of integrations with other Zoho applications as needs evolve. Here are the main features of Zoho CRM:
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Zoho CRM Pricing: Zoho offers Free Plan for three users with basic business workflows, and also if you need Professional Plan, it starts from ₱1,115.80/user/month.
Zoho CRM Capterra Rating: 4.3/5.
Hooman Designs provides business management solutions that include CRM capabilities alongside other operational modules. Its CRM tools help businesses track leads, maintain customer histories, and analyze sales performance.
Because the CRM is part of a broader ERP-oriented platform, businesses can also explore connections with inventory, accounting, and other functions.This setup may appeal to Philippine companies that want to manage operations all together. The key features include:
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Hooman CRM Pricing: Pricing starts at ₱3000 / Month (5 Active Users), you can contact the Hooman CRM team for more pricing details.
Hooman Designs Capterra Rating: No review on Capterra.
Freshsales is a sales-focused CRM designed to help teams manage prospects, track deals, and maintain customer communication throughout the sales process. Its capabilities include lead scoring, sales sequences, reporting, and workflow automation.
Additionally, Freddy AI offers contact scoring and deal insights depending on your plan. For businesses managing frequent customer inquiries, Freshsales helps representatives quickly spot high-priority prospects and keep essential follow-ups.
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Freshsales Pricing: Offers Growth plans that start at ₱571,28.
Freshsales Capterra Rating: 4.5/5.
Umasenso is a CRM and growth platform designed around the needs of Philippine service businesses. It combines lead management with appointment booking, automated reminders, customer engagement, and business insights.
Its local focus may be relevant to companies that need to manage inquiries and bookings through digital channels while supporting familiar payment options. The main features of Umasenso include:
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Umasenso Pricing: Pricing varies by team size and selected features. Contact the team for pricing details to confirm the current package costs and inclusions.
Umasenso Capterra Rating: No review on Capterra.
Lark is a single collaboration platform that integrates messaging, document collaboration and workflow into one workspace. While not exclusively a CRM system, the businesses can leverage its configurable tools to structure customers’ data.
Lark will help keep communication and task updates linked for Philippine teams that are already leveraging chat and shared documents to manage customer inquiries. Below here are the key features of Lark:
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Lark Pricing: Lark has a Starter plan, $0, which includes functions for basic business workflows.
Lark Capterra Rating: 4.4/5.
HubSpot CRM is a solution that allows businesses to centralize customer records, monitor sales deals, and oversee customer interactions. Its CRM features give a plus point for Philippine startups and small businesses.
When a company grows, there are more complex features for automation, reporting and team management, which can be integrated. For businesses that want to slowly work on creating a more integrated customer engagement journey, this is a good thing to consider.
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HubSpot CRM Pricing: HubSpot offers a free tier ($0/mo for up to 2 users), with paid plans starting at ₱444,33-₱1.269,52/month per seat for starter plan.
HubSpot CRM Capterra Rating: 4.5/5.
HelloLeads is a lead management and CRM software in the Philippines that helps sales teams capture leads, manage customer records and follow up on leads. It has tools that are reminders, customizable lead stages, web forms, and integrations.
It also offers an alternative for small Philippine businesses that use digital marketing or customer inquiries to generate leads, as it would offer a more organized approach to getting leads. Below this is what HelloLeads has to offer:
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HelloLeads Pricing: Provides free plan per user per month, you can contact the team for other pricing details.
HelloLeads Capterra Rating: No review on Capterra.
The ideal CRM for Philippine businesses is not necessarily the one that offers the most features. It’s the one that enables staff to handle customer data uniformly, keep track of opportunities, and make informed sales decisions.
When considering a decision on a software, evaluate the overall expense, ease of deployment, support, and data protection measures. For businesses that require extensive needs, a module of CRM ScaleOcean makes it easy to manage customers.
Furthermore, ScaleOcean Atlas streamlines all of the business processes in a single system, and ScaleMind AI enables lead prioritization and follow-up tasks. This might be important for companies that are scaling up and require more visibility of customer opportunities..
Explore ScaleOcean Atlas CRM by scheduling a consultation with our team. We’ll discuss your sales processes, integration requirements, and the ideal CRM configuration for your business.
CRM enables companies to structure client information, track sales pipelines, record interactions and arrange follow-ups. There are also platforms that can be automated for repetitive sales processes and that can be connected with customer data.
The best CRM is dependent on the requirements of your business. Reflect on the possibilities that enable end-to-end operations, sales automation, and/or ease of onboarding.
CRMs can help to consolidate customer information, ensure consistency in follow-up actions, enhance sales visibility, and simplify reporting. Automation reduces manual work and client history assists teams in providing better service.
