Windows-based CRM solutions are the best strategy to ensure that customer information is in safe hands. All the important customer data is stored locally. It is accessible instantly whenever required without any delay. Even when the rest of the market suffers from internet outages, your data is readily available. The business growth greatly depends on the ease of access to information. This enhances customer trust and significantly increases the efficiency of your team. It allows them to respond faster, make informed decisions, and continuously improve the services.
Given the key benefits of using Windows-based CRM solutions that store data locally, it is important to know what viable and trustworthy options are available in the market. There are a number of options out there that make it difficult for you to select the perfect one. Some even falsely claim that they are completely on-premise CRM, but they trap you into subscribing to their cloud services to take complete control of your data. Let’s explore what true window-based and offline CRM software is available to you to improve the performance, efficiency, and productivity of your business.
| Table of Contents |
|---|
| Top 10 Windows-Based CRM Software |
| 1. DejaOffice |
| 2. Act! |
| 3. Maximizer CRM |
| 4. GoldMine |
| 5. SalesLogix |
| 6. Pivotal CRM |
| 7. Microsoft Dynamics 365 |
| 8. SugarCRM |
| 9. InTouch CRM |
| 10. vTiger CRM |
| Comparison Table |
| Conclusion |
Top 10 Windows-Based CRM Software
Here are the top 10 Windows-based CRM software solutions widely recognized for their powerful features, user-friendly interfaces, and seamless integration with other business tools. Each platform has been carefully selected for its ability to streamline customer relationship management, boost productivity, and enhance overall business operations. Whether you’re looking for advanced automation tools, customizable reporting options, or simple user interfaces, these CRMs are tailored to meet the diverse needs of businesses of all sizes.
1. DejaOffice
DejaOffice is an ideal Windows-based CRM for small businesses, offering a range of features designed to help companies manage their customer relationships effectively. With tools for contact management, task tracking, calendar integration, and offline syncing, it ensures that users can stay organized and productive. Its simple, user-friendly interface makes it easy to use, even for those with limited technical experience, while its offline capabilities allow businesses to operate without an internet connection.
Targeted primarily at startups, DejaOffice is also recognized as an affordable PC-based CRM software for startups. The software provides a cost-effective way for small businesses to manage customer data without breaking the bank. Offering essential CRM features at a lower cost helps startups streamline their operations and improve their customer interactions, making it an excellent choice for businesses just getting started and needing a reliable, budget-friendly solution.
Pros:
- Syncs with Google, Outlook, and Salesforce.
- Simple interface for small teams.
- Works offline for added convenience.
- Multi-user scheduling for teams.
Cons:
- Limited advanced CRM features.
- Lacks built-in marketing tools.
- Restricted customization options.
- Poor scalability for growth.
2. Act!
Act! is a versatile CRM solution that provides businesses with essential tools like contact management, task tracking, and reporting. It also includes email marketing capabilities, sales automation, and a customizable dashboard to help businesses streamline their operations. With its combination of powerful features and ease of use, Act! It stands out as one of the best offline Windows CRM solutions for local businesses looking for an efficient way to manage their customer relationships without relying on cloud-based services.
Designed for businesses of various sizes, Act! is especially beneficial for local companies seeking a reliable CRM system that can be accessed offline. It is also an excellent choice for CRM software with automation features for Windows desktops. This software helps automate tasks like sales follow-ups, email campaigns, and lead tracking, making it easier for businesses to manage their workflow and increase productivity while staying on top of customer interactions.
Pros:
- Sales and marketing automation.
- Customizable email and document templates.
- Integrates with Microsoft Office.
- Strong reporting and analytics.
Cons:
- It has a complex interface and is hard to learn.
- Slow performance with extensive data.
- Customer support can be slow.
- Pricing is relatively high.
3. Maximizer CRM
Maximizer CRM is a feature-rich CRM solution that helps businesses manage customer relationships more effectively. With tools for contact management, sales forecasting, marketing automation, and customer support, Maximizer CRM stands out as a top-secured CRM for sales teams. It also offers custom reporting, analytics, and a flexible dashboard, allowing users to personalize the system according to their business needs.
Designed for teams that want a user-friendly CRM, Maximizer CRM is an easy-to-use CRM for Windows with email integration. It allows businesses to streamline their communication with customers through seamless email integration, making sending personalized messages easy, tracking responses, and managing campaigns. This makes it an excellent choice for sales teams looking to boost their efficiency and stay organized without the complexity of more advanced systems.
Pros:
- Features for sales, marketing, and service.
- Integrates with third-party apps.
- Customizable dashboard for workflows.
- Mobile access for remote use.
Cons:
- Outdated user interface design.
- Slower performance with data.
- Needs advanced training for features.
- Expensive for small businesses.
4. GoldMine
GoldMine provides businesses with a CRM solution beyond the basics, offering powerful tools for productivity and complete customization. For companies looking for a CRM that genuinely adapts to their needs, GoldMine shines with its advanced custom reporting features. Whether tracking sales performance or customer engagement, GoldMine enables you to generate reports tailored to your specific requirements, helping you make more informed decisions. This makes it the best CRM with custom reporting features for businesses that value deep insights into their operations.
For small businesses just beginning to scale, GoldMine offers a streamlined and user-friendly option that doesn’t break the bank. Even though it’s packed with sophisticated tools, it remains simple enough for new users to navigate easily. If you’re a small company looking to get your feet wet with CRM without a hefty price tag, GoldMine also works as an excellent free PC-based CRM for small companies. It’s the perfect starting point for those who need CRM functionalities without the upfront costs of more complex systems.
Pros:
- Robust contact management tools.
- Customizable reporting features.
- Integrates with third-party apps.
- Offers both cloud and on-premise.
Cons:
- Outdated interface and design.
- Slow with large data volumes.
- Limited customization options.
- Mixed customer support reviews.
5. SalesLogix
When businesses look for a CRM, they often seek more than just a tool for tracking customer interactions—they need a system that integrates support seamlessly. SalesLogix provides a robust solution, enabling teams to manage customer support tickets efficiently. This CRM ensures that issues are addressed promptly and effectively, helping businesses maintain customer satisfaction and improve service quality. It’s an excellent fit for organizations needing a Windows CRM for managing customer support tickets, offering intuitive features that allow quick resolutions and enhanced customer care.
For larger enterprises prioritizing scalability and security, SalesLogix delivers precisely what’s needed. This CRM is designed to offer enterprise-grade solutions with advanced security features that keep customer data safe and ensure compliance with industry standards. When looking for a secure Windows CRM for enterprise solutions, SalesLogix stands out with its robust architecture that can handle the complexities of larger organizations. It provides peace of mind for businesses dealing with sensitive information while offering the flexibility to grow.
Pros:
- Highly customizable CRM system.
- Strong data security and compliance.
- Complete sales and marketing tools.
- Responsive desktop client.
Cons:
- Requires dedicated resources for setup.
- Performance delays during use.
- Outdated user interface design.
- Expensive compared to others.
6. Pivotal CRM
If you’ve ever had to juggle customer data while out of the office, you know how crucial it is to have immediate access to your CRM. With Pivotal CRM, that’s precisely what you get. This CRM software for Windows with mobile access empowers your team to manage relationships and track progress, no matter where they are. The mobile-friendly features make responding quickly to customer needs easier, whether in transit or attending a meeting, transforming how your business stays connected and efficient.
Instead of choosing between affordability and effectiveness, Pivotal CRM offers the best of both worlds. With its affordable CRM with contact management tools, small and medium-sized businesses can harness the power of CRM without the hefty price tag. It allows companies to focus on what truly matters—building and maintaining customer relationships—while offering a simple, user-friendly solution that won’t overcomplicate things or strain the budget.
Pros:
- Highly customizable CRM.
- Complete sales, marketing, and service tools.
- Strong reporting and analytics.
- Excellent third-party integration.
Cons:
- Needs technical expertise for setup.
- Hard-to-navigate interface.
- Customization requires technical help.
- High pricing for small businesses.
7. Microsoft Dynamics 365
Microsoft Dynamics 365 combines powerful CRM capabilities with seamless project management tools, making it a go-to choice for businesses that need more than customer tracking. Built-in task planning, collaboration, and CRM automation support sales and project teams on one unified platform. Its flexibility and integration with Microsoft products make it an ideal offline CRM for project management integration, helping businesses manage customer relationships while keeping projects on track.
For organizations prioritizing data security and flexibility, Microsoft Dynamics 365 is the best CRM for Windows with cloud backup options. It ensures all customer data is automatically saved and easily recoverable, providing peace of mind and consistent access across devices. Its cloud-connected features allow businesses to work remotely, scale easily, and maintain control over their data, making it a solid option for companies that want reliability and advanced functionality.
Pros:
- Comprehensive CRM suite available.
- Seamless Microsoft product integration.
- Advanced reporting and analytics.
- Flexible cloud and on-premise options.
Cons:
- High pricing for custom setups.
- A complex system requires experts.
- Overwhelming interface for users.
- Slow with large datasets.
8. SugarCRM
SugarCRM is a flexible and modern solution that adapts well to business environments. One of its most valuable features is its ability to work seamlessly with popular tools, especially for teams already relying on Microsoft software. As an on-premise CRM that integrates with Microsoft Office, SugarCRM allows users to manage emails, contacts, and schedules directly within the tools they use daily, boosting productivity without switching between platforms.
Built with usability in mind, SugarCRM is also an excellent fit for teams that want a no-fuss system to track leads, interactions, and ongoing relationships. It’s a simple CRM for customer relationship tracking, offering an easy-to-navigate interface and the essential features needed to stay organized and connected with customers. Whether you are a small team or a growing business, SugarCRM helps you focus on your relationships without getting bogged down by complicated systems.
Pros:
- Full suite of CRM tools.
- Highly customizable CRM system.
- Strong sales and marketing automation.
- Mobile CRM for on-the-go management.
Cons:
- Expensive for small businesses.
- Difficult for new users.
- Slower with larger data sets.
- Needs third-party integrations for some.
9. InTouch CRM
InTouch CRM is built with teamwork at its core, making it an ideal solution for businesses that rely on shared access and smooth coordination. It supports multiple users with customizable permissions, allowing teams to collaborate on tasks, track interactions, and manage pipelines. As a multi-user offline CRM for team collaboration, InTouch CRM helps ensure everyone stays aligned and informed, whether you’re working in the same office or remotely across locations.
Not every business needs a bulky CRM packed with features it’ll never use—sometimes, less is more. That’s where InTouch CRM really shines. As a lightweight without internet CRM software for high performance, it delivers speed, simplicity, and stability. It’s designed to run smoothly even on modest systems, making it a smart choice for businesses that want reliable performance without the hassle of a heavy, overcomplicated setup.
Pros:
- Lightweight and fast performance.
- User-friendly interface for small teams.
- Strong contact management tools.
- Supports multi-user collaboration.
Cons:
- Limited features for large businesses.
- No built-in marketing automation.
- Weak reporting and analytics.
- Poor scalability for growing teams.
10. vTiger CRM
Running an online store means juggling orders, inventory, customer questions, and marketing. vTiger CRM is built to simplify that chaos. With a full suite of tools tailored for digital sales, it helps eCommerce teams stay in sync and deliver better service. From tracking orders to nurturing repeat buyers, it’s easy to see why vTiger CRM is considered the best Windows CRM for eCommerce businesses. It connects all the moving parts of an online operation into one clear, manageable system.
Language should never be a barrier to business, and vTiger CRM understands that well. As CRM software for Windows that supports multiple languages, it gives teams and customers the ability to interact in the language they’re most comfortable with. This not only improves internal communication but also builds stronger relationships with a global or multilingual audience—something that’s becoming increasingly essential in today’s connected world.
Pros:
- Includes sales, support, and project management.
- Integrates with Google and Microsoft.
- Multi-language support for global teams.
- Affordable for small businesses.
Cons:
- Cluttered, complex user interface.
- Needs additional integrations for features.
- Weak marketing automation support.
- Mixed reviews for customer support.
Comparison Table
| CRM Solution | Key Features | Pricing (USD) | User Rating (G2) |
| DejaOffice | Contact management, calendar integration, task tracking, mobile sync | One-time fee: $69.95 (Standalone), $149.95 (Express), $199.95 (Pro) | 4.83/5 |
| Act! | Sales pipeline management, marketing automation, and offline access | Starts at $45/user/month (billed annually) | 3.8/5 |
| Maximizer CRM | Sales forecasting, email integration, customizable dashboards | Plans range from $29 to $89/user/month | 4.5/5 |
| GoldMine | Custom reporting, email marketing, and contact management | Cloud: $55/user/month; On-premise: $795 one-time per user | 4.0/5 |
| SalesLogix (Infor CRM) | Customer support ticketing, secure data handling, and workflow automation | Starts at $795 one-time per user | 4.0/5 |
| Pivotal CRM | Mobile access, contact management, and sales automation | Pricing available upon request; varies based on customization | 3.4/5 |
| Microsoft Dynamics 365 | Project management integration, cloud backup, and extensive customization | Pricing varies by module and user count; average annual subscription ranges from $5,000 to $10,000 | 4.1/5 |
| SugarCRM | Microsoft Office integration, customer relationship tracking, and multi-language support | Essentials: $19/user/month; Advanced: $85/user/month; Premier: $135/user/month | 4.0/5 |
| InTouch CRM | Team collaboration, lightweight performance, and task management | Basic: £15/user/month; Intermediate: £25/user/month | 4.7/5 |
| vTiger CRM | eCommerce tools, multi-language support, and inventory management | Standard: $12/user/month; Professional: $30/user/month; Enterprise: $42/user/month | 4.2/5 |
Conclusion
In conclusion, choosing the best PC-based CRM solution is essential for businesses looking to enhance their customer management and streamline their workflows. These CRMs offer a unique advantage by providing offline or on-premise capabilities, allowing businesses to control their data fully. Whether you’re a small business or a growing enterprise, there are CRM solutions that cater to various needs, from contact management to team collaboration and beyond.
For businesses seeking an efficient, feature-rich CRM without reliance on cloud systems, DejaOffice stands out as a great option, particularly for those who value simplicity and offline accessibility. However, regardless of your business size or industry, assessing your specific needs and long-term goals is crucial when choosing a CRM. Prioritize the features to enhance customer engagement and operational efficiency, ensuring a smooth and scalable path toward future growth.