Best CRM Tools for Phone Number Marketing
Posted: Tue May 20, 2025 8:37 am
Phone number marketing has evolved far beyond simple cold calls and generic texts. Today’s strategies rely heavily on CRM (Customer Relationship Management) tools to collect, organize, and leverage phone data in smarter, more personalized ways. Whether you're running SMS drip campaigns, personalized outreach, or sales calls, the right CRM can be the difference between wasted effort and a high-ROI campaign.
In this guide, we’ll explore the best CRM platforms specifically optimized for phone number marketing, including their standout features and use cases.
1. HubSpot CRM
Best For: All-in-one marketing and sales with SMS integration.
Why It’s Great:
Native contact segmentation and workflows.
Easily integrates with SMS tools like Twilio, Sakari, or JustCall.
Tracks every phone interaction alongside email, chat, and sales activity.
Free plan available for small businesses.
Top Feature: Automation workflows triggered by phone number behavior (e.g., recent opt-in, last call date).
2. Salesforce
Best For: Large teams needing enterprise-level customization.
Why It’s Great:
Extensive phone data handling with lead scoring and segmentation.
Integrates with top SMS and calling platforms (Twilio, RingCentral, 360dialog).
Supports complex sales sequences, call tracking, and automated follow-ups.
Top Feature: Salesforce Flow lets teams build detailed, custom workflows triggered by call activity or phone number tags.
3. ActiveCampaign
Best For: Automated SMS and email workflows in one platform.
Why It’s Great:
Combines CRM with advanced marketing automation.
Built-in SMS feature allows for message sequences based on phone data.
Great for customer lifecycle marketing using phone number touchpoints.
Top Feature: Drip campaigns that automatically adjust based on SMS responses or lack of engagement.
4. Zoho CRM
Best For: Small to mid-sized businesses on a budget.
Why It’s Great:
Affordable pricing tiers and robust phone number management.
Integrated telephony tools for calls, SMS, and WhatsApp outreach.
Lead scoring based on call/SMS frequency.
Top Feature: Zoho PhoneBridge allows seamless integration with over 50 telephony providers.
5. Keap (formerly Infusionsoft)
Best For: Small businesses focused on lead nurturing.
Why It’s Great:
Easy automation of SMS and follow-ups tied to contact phone numbers.
Lead capture forms sync directly with texting flows.
Includes appointment reminders and lead qualification via text.
Top Feature: Automated texting when a form with a phone number is submitted.
6. Pipedrive
Best For: Sales teams using phone calls as primary outreach.
Why It’s Great:
Built-in calling features and call logging.
Native integrations with tools like JustCall, Aircall, and Twilio for SMS outreach.
Visual pipeline that tracks every phone-based interaction.
Top Feature: Smart Contact Data enriches phone numbers with public data for better targeting.
7. Close
Best For: High-volume outbound calling and SMS.
Why It’s Great:
Designed for inside sales teams with calling and texting at its core.
Power dialer, automatic call logging, and SMS campaigns from one screen.
Built-in CRM features allow tracking of every touchpoint via phone.
Top Feature: One-click SMS and calling from a centralized contact dashboard.
8. Agile CRM
Best For: Budget-conscious teams needing multichannel support.
Why It’s Great:
Offers SMS, calling, and email automation.
Call tracking, voice recording, and number-based lead scoring.
Integration with popular telephony platforms.
Top Feature: Workflow automation that includes SMS triggers, call reminders, and lead segmentation.
9. Freshsales by Freshworks
Best For: Startups and growing companies wanting easy setup.
Why It’s Great:
AI-based lead scoring that includes phone data.
Built-in email, chat, and phone communication tools.
Supports SMS automation with third-party plugins.
Top Feature: Freddy AI gives insights on which phone leads are most likely to convert.
10. Kixie
Best For: Sales-first teams focused on calls and SMS.
Why It’s Great:
Direct-to-phone and SMS outreach with CRM automation.
Real-time call analytics, auto-dialing, voicemail drops.
Integrates with CRMs like HubSpot, Salesforce, and Pipedrive.
Top Feature: Automated SMS follow-ups after missed calls or voicemails.
Key Considerations When Choosing a CRM for Phone Marketing
SMS & call integration: Ensure the CRM supports direct texting/calling or integrates easily kenya number data with tools like Twilio or JustCall.
Automation: Look for workflows that allow actions based on phone number behaviors.
Compliance: Choose CRMs that help you remain compliant with TCPA, GDPR, and opt-out rules.
Scalability: Pick a CRM that can grow with your list size and campaign complexity.
Final Thoughts
Phone number marketing is no longer just about making calls — it’s about building intelligent, multichannel communication flows that start with a phone number but evolve into real relationships. With the right CRM, businesses can manage, track, and engage users more efficiently, all while boosting ROI.
In this guide, we’ll explore the best CRM platforms specifically optimized for phone number marketing, including their standout features and use cases.
1. HubSpot CRM
Best For: All-in-one marketing and sales with SMS integration.
Why It’s Great:
Native contact segmentation and workflows.
Easily integrates with SMS tools like Twilio, Sakari, or JustCall.
Tracks every phone interaction alongside email, chat, and sales activity.
Free plan available for small businesses.
Top Feature: Automation workflows triggered by phone number behavior (e.g., recent opt-in, last call date).
2. Salesforce
Best For: Large teams needing enterprise-level customization.
Why It’s Great:
Extensive phone data handling with lead scoring and segmentation.
Integrates with top SMS and calling platforms (Twilio, RingCentral, 360dialog).
Supports complex sales sequences, call tracking, and automated follow-ups.
Top Feature: Salesforce Flow lets teams build detailed, custom workflows triggered by call activity or phone number tags.
3. ActiveCampaign
Best For: Automated SMS and email workflows in one platform.
Why It’s Great:
Combines CRM with advanced marketing automation.
Built-in SMS feature allows for message sequences based on phone data.
Great for customer lifecycle marketing using phone number touchpoints.
Top Feature: Drip campaigns that automatically adjust based on SMS responses or lack of engagement.
4. Zoho CRM
Best For: Small to mid-sized businesses on a budget.
Why It’s Great:
Affordable pricing tiers and robust phone number management.
Integrated telephony tools for calls, SMS, and WhatsApp outreach.
Lead scoring based on call/SMS frequency.
Top Feature: Zoho PhoneBridge allows seamless integration with over 50 telephony providers.
5. Keap (formerly Infusionsoft)
Best For: Small businesses focused on lead nurturing.
Why It’s Great:
Easy automation of SMS and follow-ups tied to contact phone numbers.
Lead capture forms sync directly with texting flows.
Includes appointment reminders and lead qualification via text.
Top Feature: Automated texting when a form with a phone number is submitted.
6. Pipedrive
Best For: Sales teams using phone calls as primary outreach.
Why It’s Great:
Built-in calling features and call logging.
Native integrations with tools like JustCall, Aircall, and Twilio for SMS outreach.
Visual pipeline that tracks every phone-based interaction.
Top Feature: Smart Contact Data enriches phone numbers with public data for better targeting.
7. Close
Best For: High-volume outbound calling and SMS.
Why It’s Great:
Designed for inside sales teams with calling and texting at its core.
Power dialer, automatic call logging, and SMS campaigns from one screen.
Built-in CRM features allow tracking of every touchpoint via phone.
Top Feature: One-click SMS and calling from a centralized contact dashboard.
8. Agile CRM
Best For: Budget-conscious teams needing multichannel support.
Why It’s Great:
Offers SMS, calling, and email automation.
Call tracking, voice recording, and number-based lead scoring.
Integration with popular telephony platforms.
Top Feature: Workflow automation that includes SMS triggers, call reminders, and lead segmentation.
9. Freshsales by Freshworks
Best For: Startups and growing companies wanting easy setup.
Why It’s Great:
AI-based lead scoring that includes phone data.
Built-in email, chat, and phone communication tools.
Supports SMS automation with third-party plugins.
Top Feature: Freddy AI gives insights on which phone leads are most likely to convert.
10. Kixie
Best For: Sales-first teams focused on calls and SMS.
Why It’s Great:
Direct-to-phone and SMS outreach with CRM automation.
Real-time call analytics, auto-dialing, voicemail drops.
Integrates with CRMs like HubSpot, Salesforce, and Pipedrive.
Top Feature: Automated SMS follow-ups after missed calls or voicemails.
Key Considerations When Choosing a CRM for Phone Marketing
SMS & call integration: Ensure the CRM supports direct texting/calling or integrates easily kenya number data with tools like Twilio or JustCall.
Automation: Look for workflows that allow actions based on phone number behaviors.
Compliance: Choose CRMs that help you remain compliant with TCPA, GDPR, and opt-out rules.
Scalability: Pick a CRM that can grow with your list size and campaign complexity.
Final Thoughts
Phone number marketing is no longer just about making calls — it’s about building intelligent, multichannel communication flows that start with a phone number but evolve into real relationships. With the right CRM, businesses can manage, track, and engage users more efficiently, all while boosting ROI.