What Is Enterprise CRM Software? Guide and Best Tools in 2025

You wouldn’t use a set of walkie-talkies to communicate across your enterprise, so why would you use small business CRM software to manage its sales processes?

CRM software for small businesses is lean, intuitive, and does exactly what it’s supposed to do. Once your business scales, your customer datasets grow, your processes evolve, and you need access to tighter security and in-depth sales forecasting capabilities. Your basic CRM no longer does the job, which is where enterprise CRM software comes in.

This guide explores the top features of enterprise CRM tools and introduces you to the top platforms in the market, including the powerful monday CRM, which enterprises can use to manage every lead and customer interaction from pre- to post-sales.

What is an enterprise CRM?

An enterprise CRM is customer relationship management software aimed at larger organizations.

Enterprises typically have a large headcount, multiple teams and branches, and complex sales processes, requiring a robust CRM platform to manage every aspect of their operations.

While some CRMs are scalable and suitable for everyone from small startups to multinational corporations, others are explicitly aimed at the enterprise market. In either case, CRMs for enterprise users require an extensive set of features to manage their web of workflows and relationships.

Which features should an enterprise CRM include?

Along with the standard list of CRM features that most platforms offer, enterprises need to look for a few more advanced capabilities that will enable them to handle complex workflows, security concerns, and large workforces. Here are some of the core CRM features enterprises should look for along with more advanced ones.

• Contact management: Store and organize large volumes of customer data, such as emails, addresses, and social handles to help teams target the right audience
• Lead management: Identify potential customers and track and score interactions with your enterprise sales team and marketing campaigns to better nurture them
• Sales forecasting: Anticipate future revenue by analyzing past performance and deal progress so that you plan resource allocation
• Reporting and analytics: Keep tabs on your sales process with customizable dashboards that display real-time data like revenue, conversion rates, deal stages, and team performance management
• Integrations: Sync your CRM with other business systems, such as accounting or project management software, so that data flows seamlessly
• Mobile access: Enable team members to access your CRM 24/7 from their desktops or on-the-go from the palm of their hands
• Support: Dedicated account managers or support teams can assist with any complex issues
• Scalability: It’s essential for an enterprise CRM to scale easily as companies grow and have new requirements or onboarding needs

The role of AI and automation features in modern enterprise CRMs

Artificial intelligence (AI) and workflow automation are two important features for any CRM, but for enterprises, they’re indispensable. Automations help smooth workflows along by removing a lot of manual, repetitive tasks, with AI helping in the process with smart actions, real-time insights, and improved customer data management. Below are some key AI and sales automation features enterprises should look for in a CRM:

• Lead scoring: AI algorithms can help sales teams automatically score incoming leads, making it easier for agents to focus resources and time on leads that have a higher likelihood of leading to conversions
• Enterprise-scale automations: While some CRMs promised a set number of monthly automations, enterprises require a higher threshold of automations to support complex workflows across diverse teams
• AI-powered sales management: With AI features, a CRM can help enterprises focus their sales outreach by evaluating leads, automating follow-ups, and providing real-time insights for informed decisions
• AI data management: AI makes it easier for teams to organize and sort through CRM data, which is essential for enterprises dealing with huge quantities of data, by instantly categorizing open tickets and customer accounts and assigning priorities based on data
• AI-driven advanced analytics: With tools like AI-driven sentiment analysis, AI has the power to garner high-level insights that can give sales teams a more well-rounded picture of customer behavior and what each lead or client needs at specific points of their journies

Security and compliance features for enterprise CRM systems

In addition to all the basic features and advanced AI and automation functions, enterprises typically require a high level of security to keep data secure and remain compliant. Depending on which industry your enterprise falls in, you’ll likely have different security considerations. Here are some features enterprises need to take into consideration:

• GDPR compliance: Large businesses need to be extra careful that their company is compliant with General Data Protection Regulation (GDPR) requirements, meaning there needs to be a clear outline of how personal data is gathered, stored, and shared
• Access and permissions controls: Enterprises need to be able to control which departments or employees can access certain data and documents, such as sensitive customer information
• Data encryption: Encryption protocols like SSL/TLS are important for data security to act as a safeguard if data falls into the wrong hands
• HIPPA compliance: If your enterprise operates in the healthcare space or with healthcare clients, it’s important that the CRM you use is compliant with the Health Insurance Portability and Accountability Act (HIPPA)
• High-level security oversight: The person or department in charge of security should be able to lock down a CRM in case of a suspected compromise in data and access audit logs to see which employees accessed specific information

5 best enterprise CRM tools on the market

To help you narrow down the available options, here’s a breakdown of the best enterprise CRM tools, complete with their key features and G2 software community reviews. Since enterprise software usually requires custom pricing, we didn’t include cost information here.

1. monday CRM

Best for: Enterprise teams requiring end-to-end solutions encompassing every customer interaction from pre- to post-sales.

monday CRM is an enterprise platform that allows your RevOps and sales teams to manage their entire sales cycles all from a single, central location. Whether you want a birds-eye overview of your sales pipeline or need to delve into recent customer interactions, our platform has everything you need to win and retain business faster.

Key features

• Lead management: Import data from contact forms, website interactions, and other sources, and qualify your leads in a single location
• Contact management: Store essential lead and customer data and use our AI assistant to craft bulk personalized messages for email marketing and enhance your outreach.
• Activity management: Log all customer interactions, such as calls, meetings, or notes, to streamline communication with every lead
• Integrations: Sync your CRM with other enterprise tools, such as email, marketing, customer service, and ERP software solutions
• Sales forecasting: Review in-depth sales forecasting reports and visualize your pipeline to make real-time data-driven decisions

G2 review

monday CRM has a G2 score of 4.6/5. Digging deeper into the reviews, users have a lot of positive things to say about the platform.

One user describes why they give monday CRM a five-star rating: “monday CRM stands out among CRM solutions due to its exceptional ease of use, powerful automation capabilities, and vibrant visual interface. Its intuitive drag-and-drop functionality makes it simple to create customized workflows and dashboards, allowing sales teams to streamline their processes and gain valuable insights into their sales performance.”

2. Salesforce Sales Cloud

Best for: Scaling businesses needing AI insights and extensive integration capabilities.

Salesforce Sales Cloud is a platform that supports sales, customer service, and marketing teams in B2B and B2C contexts. It offers various enterprise-specific features, including recommendations and advanced analytics to help you improve customer satisfaction.

Key features

• AI-powered deal insights and customer analytics provide visibility into pipelines and forecasts
• CRM Everywhere via the browser extension and app allows teams to keep on top of sales opportunities from any location with mobile access
• Contract approvals are built on automated workflows to close deals faster

G2 review

Salesforce Sales Cloud scores 4.4/5 based on 19k+ users. Here’s what one user had to say: “It takes the guesswork out of managing sales operations and sales activities. You are provided with industry-leading tools and capabilities, and you customize those tools to your own business. I have been using the product for several years, and it just keeps getting better.”

However, other enterprise users note that additional features are charged outside of the package: “Many times when I am excited about a new feature or am customizing to fit our workflow, the feature I need is always an additional price. Example: We transitioned to Automated Email Capture with Einstein Standard that comes with our Enterprise edition. However, to customize any reporting on your email activity, you have to upgrade and pay more because you can no longer do any reporting on email activity in the normal reports.”

3. SAP Sales Cloud

Best for: Guided selling in a complex sales landscape.

SAP Sales Cloud is an intelligent sales platform designed to help businesses improve customer relationships. It also includes AI-powered features to support sales teams in their decision-making.

Key features

• Intelligent sales forecasting uses AI to understand volatility and track attainment
• Guided selling suggests the actions that sales teams should take to win business faster
• 360-degree insights based on front and back-office intel

G2 review

SAP Sales Cloud scores 4.1/5 from user reviews on G2. Although many of the reviews mention the platform’s steep learning curve, there are also many positive experiences.

Here’s what one SAP Sales Cloud user had to say: “SAP works great for managing client sales opportunities, bills, and paperwork. SAP’s centralized system has made reporting much easier. We are able to retrieve data on many different important metrics with the help of SAP’s extensive set of features.”

4. Floww.ai

Best for: Teams seeking CRM solutions with natural language processing.

Floww.ai is a CRM platform designed to boost enterprise sales team productivity. Using AI, you can “speak” to your CRM to receive answers to your questions.

Key features

• Generative AI drives intelligent insights for sales teams
• Custom objects and relations give you an overview of your processes
• Data visualization creates insightful reports and dashboards for sales progress and customer lifecycle management

G2 review

On G2, Floww.ai scores 4.7/5 based on 140+ reviews. One user says he enjoys the platform’s flexibility, smart board functionality, and user-friendly design: “The platform’s adaptability to our dynamic business needs has streamlined prioritization and boosted overall efficiency. The inclusion of activity-related analytics has been invaluable, providing insights into our team’s performance and aiding in strategic decision-making.”

However, Floww.ai may be best suited to tech-savvy people, as one enterprise user reports: “With limited experience, integrating advanced features or intricate logic might demand a deeper understanding of the platform’s capabilities. This complexity can be intimidating for those new to this AI or without a strong technical background.”

5. Oracle EBS CRM

Best for: Strong integration capabilities across multiple business processes.

Oracle EBS CRM is part of the E-Business Suite of applications. It offers a range of CRM solutions that can be integrated with other Oracle products, such as ERP and supply chain management.

Key features

• Workflow capabilities simplify routine tasks by allowing administrators to determine who and when must complete a step
• Internationalization enables users to view and transact business in multiple languages and currencies
• Sandbox environments enable any enterprise sales team to test changes to their CRM before deploying them in the live system

G2 review

Oracle EBS CRM scores 3.9/5 on G2. A managing partner describes their experience working with the platform: “Oracle EBS has a wide range of functionality, including CRM, HR, and so on. The integration between applications is great and it has strong customer data integration capabilities. The software boosts sales productivity, and made the management of customers much easier.”

Setting up the platform can be tricky though. As one reviewer suggests: “It would be helpful if it could customize in a more flexible structure without using Java and HTML.”

What makes monday CRM a great enterprise CRM solution?

Plenty of CRMs could be a good fit for your enterprise, but monday CRM stands head and shoulders above the rest as your perfect business partner. Our platform is designed with navigation and fast adoption in mind, and an intuitive interface that strikes the perfect balance between simplicity and intelligence.

Here’s a closer look at the specific features that will maximize every enterprise sales opportunity:

CRM entity boards

Our platform is fully equipped with pre-built entity boards for running the main components of your sales pipelines, such as leads, accounts, contacts, deals, activities, and sales. These boards are all pre-connected via a series of automations, making it easy for your sales teams to hit the ground running. When you add information or modify a board, the data updates across all connected dashboards and reports.

Lead management

monday CRM imports lead data from various sources, such as your website or Facebook campaigns, and stores it in a central location. From here, your team can score and qualify all your leads, automate strategic follow-up communications, and use email templates for fast messaging.

Contact management

Storing all your customer data in one place delivers a 360-degree view of all your customer relationships throughout every stage of your sales funnels. Our contact management feature enables you to keep account records, log current and past interactions, and visually understand any current deals or projects associated with a person.

Deal management

As your leads move closer to the finish line, our deal management features provide a visual overview of your pipeline. Our drag-and-drop deal stages don’t require any coding or developer experience. Instead, it’s a cinch to set deal value and close probabilities and automate manual aspects of your deal workflows.

Integrations

While monday CRM is an all-in-one solution, you may wish to integrate it with other tools you know and love. Our platform offers integrations with 100+ other platforms, including Salesforce, Gmail, Outlook, Hubspot, Mailchimp, Twilio, Microsoft Teams, and many more.

Sales forecasting

Monitor your sales projections to understand whether you’re on track to meet your business goals. Our opportunities board includes a Forecast Value column that transforms your chart view into a visual graph. You can also drill your forecast data down by month, sales rep, or other criteria to provide the exact angle you need.

Advanced goal setting

Our Sales Teams and Attainment board simplifies managing your targets and goals. A new item is added to the board for every deal won, and you can also add monthly targets for every team member and generate automatic goal calculations.

Post sales

The life of your enterprise CRM extends to customer onboarding with a dedicated board to offload done deals to account managers, view onboarding progress, and manage renewals. You can also calculate billable hours, send fresh quotes, and collaborate with all departmental stakeholders.

Enterprise CRM implementation: best practices for success

For large enterprises, the initial setup of a CRM isn’t only about adopting new technology, but also orchestrating a unified strategy across multiple departments, geographies, and customer touchpoints. To succeed, enterprises need to have a deliberate and focused approach so that the system scales with organizational complexity. Here are some best practices for enterprise CRM implementation:

• Align CRM strategy with business objectives: CRM implementation should support company-wide goals like global customer visibility, streamlined operations, or data-driven decision-making
• Involve cross-functional leadership: Secure buy-in from C-suite executives and departmental heads to align the CRM with enterprise-wide processes and priorities
• Focus on integration options: Select a platform that integrates seamlessly with legacy systems, ERP software, and third-party tools essential to enterprise workflows
• Incremental implementation plan: Pilot a new CRM across different departments or branches before rolling it out across the entire organization to work out issues before the software goes company-wide
• Strengthen governance and data security: Implement strict protocols for data management and compliance to safeguard sensitive data across regions
• Design for scalability: Customize workflows and configurations to stay flexible to future growth, new markets, and evolving customer needs
• Invest in high-level training: Provide comprehensive, role-specific training across departments for consistent adoption and optimal usage
• Establish a dedicated support team: Form a cross-functional CRM task force to oversee implementation, resolve issues, and drive continuous improvement at scale

Enterprise CRM: what to expect in the coming years

Enterprises that use a customizable CRM that scales with their business will have an easier time evolving alongside a competitive landscape driven by data. Beyond customer relationship management, CRMs are likely to grow to include more AI-powered insights, integration options, and functionalities to personalize the customer experience even further. With an all-in-one enterprise platform like monday CRM, companies can already make the most of these advanced tools and benefit from an intuitive, flexible, and user-friendly interface that matches their unique requirements while keeping data security a top priority.