CRM Metrics: Reporting, Data Capture and Price Compared
Short answer. Here, CRM metrics means the figures a customer relationship management system records about leads, deals and customers, which a team reports to judge how its sales and marketing are going.
Close scores highest of the fourteen tools on this crm metrics grid, 8.0 on 37 tagged reviews against 7.7 for Zendesk on 1, with the highest ease-of-setup score, 9.6. Prices were read on or after Sep 28, 2026.
Every score on this page validated by the site owner · latest validation Oct 16, 2026 · How we score
The top three
Rank follows score, nothing else; the full table of 14 is below.
Close scores 8.0 on 37 tagged reviews: ease of setup scores 9.6, with 23 of the 25 tagged reviews on it positive, and feature depth 8.1, with 21 of the 35 tagged reviews on it positive.
Zendesk scores 7.7 on 1 tagged review. Its Suite Professional plan adds an IVR phone tree and skills-based routing to what the Suite Team plan includes.
Plecto scores 7.7 on 7 tagged reviews: ease of setup scores 8.2 on 5 tagged reviews, while billing and renewals and cancellation and exports each draw 2 negative mentions and no favourable one.
Highest-scored for your situation
One tool per situation: the highest-scored of the 14 whose reviews describe that situation. Each card names what it gives up.
Close scores the highest of the tools with team reviews, and 8.8 on value for money on 18 tagged reviews; its Growth plan, at $109 per user a month, billed monthly, adds automated workflows.
Close scores the highest of the tools with agency reviews, but only 4 of its 37 tagged reviews come from agencies; Essentials, $49 per user a month billed monthly, has unlimited contacts and leads.
Monday scores the highest of the tools with solo reviews, but only 2 of its 77 tagged reviews come from solo users; Basic, CA$21 per seat a month billed monthly, has a 3-seat minimum.
All 14, side by side
Sorting reorders the table; it never changes a rank. Rank follows score, nothing else.
Sort by
| Rank | Tool | Score | Entry price | Trial | Best for | Actions |
|---|---|---|---|---|---|---|
| 1 | Close |
8.0 | $19/seat /mo | Team | ||
| 2 | Zendesk |
7.7* | $55/agent /mo billed annually | Team | ||
| 3 | Plecto |
7.7* | $30/tracked license /mo | Team | ||
| 4 |  Amplitude |
7.6* | $0 | |||
| 5 |  Fathom analytics |
7.6* | $12.50/mo billed annually | |||
| 6 |  Affinity |
7.5 | $2,000/seat /yr | Team | ||
| 7 |  HubSpot |
7.3 | From $7/seat /mo (billing period not stated) | Team | ||
| 8 |  Salesforce |
7.0 | $25/seat /mo billed monthly or annually | Team | ||
| 9 | Monday |
7.0 | ≈ $15 (CA$21)/seat /mo | Team | ||
| 10 |  Klaviyo |
6.8 | $0 | Team | ||
| 11 |  Pipedrive |
6.8 | ≈ $24 (CA$34)/seat /mo | Team | ||
| 12 |  Apollo |
6.8 | $65/seat /mo | Team | ||
| 13 |  Zoho |
6.5 | ≈ $18 (CA$25)/seat /mo | Team | ||
| 14 |  HighLevel (GoHighLevel) |
6.5 | $97/mo | Team |
Entry prices read on each vendor's public pricing page; the oldest reading dates from Sep 28, 2026. Some of these prices have not been read again for 6 months. Check the vendors' pages before you buy. ≈ marks our US dollar conversion at European Central Bank euro reference rates of Sep 30, 2026. * Under 10 tagged reviews: the score is weighted toward the site average; with none, it comes from the averages of the tools we score. How we score
The top six, in detail
The first six rows of the table, in rank order: what the reviews and the vendor's pages say about each one.
Close scores 8.0 on 37 tagged reviews up to September 2026. Close's ease of use theme has 831 mentions, all favourable. Customization draws 96 mentions for Close, 95 of them negative, and learning curve 94 mentions, 92 of them negative. Solo is $19 per user a month, billed monthly. Prices were read on the vendor's page on Sep 28, 2026.
- Close's ease of use: 831 favourable mentions
- Close's support quality scores 8.5 on 8 tagged reviews
- Close customization: 95 negative of 96 mentions
- Close learning curve: 92 negative of 94 mentions
Zendesk is a customer service platform. Only 1 tagged review sits behind its 7.7 score, so Zendesk's score is weighted toward the site average. Suite Team is $55 per agent a month, billed annually, and Suite Professional $115 per agent a month, billed annually. Prices were read on the vendor's page on Sep 29, 2026.
- SOC 2 Type II and single sign-on available
- Ticketing, messaging, telephony and AI agents
- Zendesk is scored on only 1 tagged review
- Phone support only Monday to Friday, 8 to 18 ET
Plecto scores 7.7 on 7 tagged reviews up to Jun 2026. Ease of setup scores 8.2 on 5 tagged reviews, feature depth 8.1 on 6 and value for money 8.1 on 7. Billing and renewals draw 2 negative mentions, and so do cancellation and exports. Medium is $24 per tracked license a month, billed annually, read on Sep 29, 2026.
- Ease of setup scores 8.2 on 5 tagged reviews
- Customization draws 2 favourable mentions, none negative
- Billing and renewals: 2 negative mentions, none favourable
- Cancellation and exports: 2 negative mentions, none favourable
Amplitude is a product analytics platform with session replay and experimentation, read on Sep 28, 2026. Session replay is included on all plans, with monthly caps of 10K on Free, 20K on Growth and 50K on Enterprise, read on Oct 5, 2026. Support is by ticket and email, with no phone support, read between Sep 28 and Oct 5, 2026. The site holds no tagged review counts for Amplitude.
- Free plan covers 2M events a month, no credit card
- Session replay and experimentation included on all plans
- Plus shows a quote for up to 70M events
- Replay capped at 10K a month on Free
Fathom Analytics tracks visitors without cookies and states that analytics need no consent banner, read on Sep 28, 2026. It imports historical GA4 data and connects Google Search Console, read on Sep 28, 2026. Data cannot be hosted locally, read on Sep 28, 2026. There is no free plan, read on Oct 5, 2026. The site holds no tagged review counts for Fathom Analytics.
- Cookie-free tracking, no consent banner needed for analytics
- Historical GA4 data import and Search Console link
- Plans stop at 5,000,000 monthly pageviews before Custom
- No free plan; the 7-day trial needs a card
Affinity scores 7.5 on 10 tagged reviews up to August 2026. Support quality scores 7.9 on the 4 tagged reviews of Affinity that discuss it, while feature depth scores 5.9, with 7 mixed and none positive among the 10 tagged reviews on it. Essential is $2,000 per user per year, billed annually. Prices were read on the vendor's page on Oct 5, 2026.
- Affinity's support quality scores 7.9 on 4 tagged reviews
- Relationship scoring and warm-introduction path finding
- Affinity's feature depth scores 5.9 on 10 tagged reviews
- Scale and Advanced cap API calls at 100,000 a month
Beyond the scores
What separates these tools is what each one reports and how activity data reaches the record. The sections below read the reporting, the data entry, the price and the evidence behind each score.
CRM performance metrics depend on the reporting each tool builds in
Vendor pages read between Sep 28 and Sep 29, 2026 list real-time forecasting with tailored metrics for Salesforce, last-touch attribution across channels for Klaviyo, real-time analytics for Pipedrive, AI-powered product analytics for Amplitude and UTM campaign tracking for Fathom Analytics. Reporting draws 31 mentions for Salesforce, 29 favourable and 2 negative, and 24 for Klaviyo, 19 favourable and 5 negative. It draws 27 mentions for Pipedrive, 16 negative and 8 favourable, and 19 for Zoho, 10 favourable and 9 negative. Plecto's Large plan, at $46.50 per tracked license a month, billed monthly, lists dynamic dashboards and reports.
CRM success metrics depend on activity data reaching the record
A metric is only as complete as the data that reaches the record, and each tool lists its own way for activity to reach it. On vendor pages read between Sep 27 and Sep 29, 2026, Affinity lists automatic activity capture from email and calendar sync, and its activity capture and sync dimension scores 8.2 on 9 tagged reviews. Salesforce lists automatic capture of emails and events in the CRM, and its activity capture and sync scores 5.8 on 4 tagged reviews. Monday lists emails, calls and meetings logged to the record, and its activity capture and sync scores 5.5 on 5 tagged reviews.
Per-seat prices and billing cycles differ across these tools
Prices read between Sep 29 and Oct 12, 2026 are not like for like. Salesforce prices Pro Suite at $100 per user a month, billed annually, and Apollo's Basic plan costs $65 per seat a month, billed monthly. HighLevel's Starter is $97 a month and lists unlimited users. HubSpot's Professional plan requires a $1,500 one-time onboarding fee, and its Enterprise plan a $3,500 fee. Pipedrive and Zoho show Canadian dollars: Pipedrive's Lite plan is CA$34 per seat a month, billed monthly, and Zoho's Standard plan CA$25 per user a month, billed monthly. Zoho also lists a Free Edition limited to 3 users.
Review counts behind the scores differ across the tools
Several of the scores here are close together, so the evidence behind each one matters. Salesforce's 7.0 rests on 82 tagged reviews up to September 2026, 33 of them from teams. Klaviyo's 6.8 rests on 101 tagged reviews, 12 of them from teams and 8 from agencies. Pipedrive's 6.8 rests on 104 tagged reviews, 43 of them from teams. Apollo's 6.8 rests on 104 tagged reviews, 18 of them from teams. Zoho's 6.5 rests on 81 tagged reviews, 25 of them from teams. HighLevel's 6.5 rests on 69 tagged reviews, 11 of them from teams and 10 from agencies.
Before you choose
This page does not test which metrics change a sales decision. It compares the 14 tools on what they list: Monday lists deal health insights and Pipedrive an AI Sales Assistant that predicts deals likely to be won or lost, read on Sep 29, 2026.
This page sets no targets and gives no benchmark. Plecto lists custom KPIs built with formula editors and personalized performance agreements, read on Oct 6, 2026; the target values stay yours to choose.
This page names no healthy churn rate and reads no churn benchmark from any vendor. It compares tools, so the rate to report has to come from your own customer history, tracked in whichever tool you pick.
This page does not test how each tool measures time in a pipeline stage. It lists the pipeline views: HubSpot lists deal pipelines, Pipedrive Kanban-style sales pipelines and HighLevel CRM and pipelines, read between Sep 28 and Sep 29, 2026.
This page does not sort the key crm metrics for b2b marketing into retention or acquisition. It sorts tools: Apollo lists a B2B contact database and multi-channel sales engagement, read on Sep 25, 2026, while Zendesk lists ticketing and a help center, read on Oct 6, 2026.
This page does not measure the manual entry that each metric costs. It lists capture instead: Close lists built-in email sync, read on Sep 28, 2026, and Pipedrive lists two-way email sync with up to five accounts, read on Sep 29, 2026.
Where to go next
The pages this ranking links to: its category, neighbouring rankings and guides.
* Under 10 tagged reviews: the score is weighted toward the site average; with none, it comes from the averages of the tools we score.
Affiliate linksThis page contains affiliate links: some vendors pay us a commission when you subscribe through their Try button. Scores come from public user reviews, on the same grid for every scored tool. Affiliate disclosure
Score colours: under 77 to 7.47.5 to 7.98 and above* Under 10 tagged reviews: the score is weighted toward the site average; with none, it comes from the averages of the tools we score.
Four dimensions only. The fifth changes with the category, so it would not compare.