Long term relationship with customers is the key to a successful business. Taking good care of customers in business leads to sustainable profitability and low acquisition costs. Customer relationship management affects any business whether it is banking, retail finance or any other industry. And this strategy turns out to be profitable if you get the best CRM software that helps to consolidate the data of the customer and integrate marketing, sales, and service processes.
So today we are going to look at the top 10 CRM Software and understand their unique characteristics to find the appropriate tool for your venture.
What is CRM Software?
Customer relationship management (CRM) software helps to grow and manager small business by streamlining the sales pipelines, keeping the data of the customer organized and searchable and providing them with insightful analytics. The best customer relationship management software allows the organization of business contacts in an easy to understand manner. They sort through the management and sales teams to determine their interaction with the customers and the profit that they have achieved. Another key feature of CRM software is sorting contacts by virtue of which you can know your clients to follow up with for sales in the near future.
Features of CRM Software
If you are running a small business then you must lookout for the following features in your first CRM software-
- Low budget
- Easy to learn
- Integrates well with other tools
- Customer Support
10 Best CRM Software
There are hundreds of vendors out there with their CRM products, and so it would be hard for you to pick the best one. Don’t worry as we have narrowed down the list to CRM software that you can consider.
HubSpot CRM is a robust CRM tool for business that offers its effective features for free. Its functionalities include customized views, drag-and-drop communicator, social media, company database, phone, website, and email integration. Without changing the existing workflow, you can start with this application. It is quick and offers all the basic features without creating any kind of confusions like complex bells and whistles for the users. It is suitable for both large and small business associated with any industry and niche.
At HubSpot CRM you get to create a detailed profile of the company and contacts as it organizes all the facts obtained from the customers for you. There is a single dashboard through which the team members can stay updated about the activities of the company. The most important advantage of HubSpot is that it allows you to connect all the places of your sales to this system. Plus, it also integrates smoothly with Dropbox, Pipedrive, Gravity Forms, Snapengage, Google Dynamics Bigcommerce, Base CRM, and Google Chrome-like leading business solutions.
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You can try out the software at the HubSpot website. It is completely free.
Agile CRM, complete automation software is very interesting as it offers custom appointments, reports via email and drag-and-drop marketing appointments like big business features. The software also supports widgets, API-powered integrations, a large library of plugins and much more. However, the free version offers quite limited features. This online sales software can track the deals of the company, its stages, share calendars online, and further create sales competitions so as to improve the figures.
With Agile CRM’s marketing software you can create mobile and email marketing aspects, engaging landing page, and integrates social media for a business campaign. You can also enjoy the integration ability of this tool to connect with Facebook, RingCentral Twitter, Twilio and Google Apps.
You can start with the Starter package whose pricing starts with $14.99/user/month.
The next CRM tool for business is an excellent and strong competitor on our list of 10 best CRM tools. Pipedrive gives you a clear overview of the sales process organizing your leads and empowers you to pay attention to the important deals. Also, it allows you to switch modules as per your needs, without affecting the quality of the service. You can easily utilize this business solution to manage the sales pipeline of the organization efficiently. The key features of this tool include timeline view, sales reporting, import and export of simple data, contact history, and email integration.
It is an ideal choice for companies who have International clients as it is available in total 13 currencies, including both major and minor. As it hosts open API configuration, it blends smoothly with some of the top business applications like Zoho CRM, RightSignature, MailChimp, Dropbox and more. You can enjoy a 3day free trial by the vendor for its three paid plans. The pricing of the basic Silver Plan starts from $10/month/user and goes up to $63/month/user for the Platinum plan.
Check out the features of Pipedrive at its official website.
Another CRM software is the IPIX CRM which is one of the best solutions for startups, and small-medium and large-sized business.it is a globally used CRM software that is a popular and advanced tool but at affordable price. IPIX CRM is basically a cloud-based solution through which the team members can access information, and then communicate and collaborate with the others irrespective of the time and place.
This software can be customized completely and applied in different industries. Its unique features allow uploading of documents which is quite a unique feature, something that you might not find in any other CRM tool. Additionally, this product offers complete integration with project management software, HR management solutions, biometrics like third party software.
Sign up for the software by visiting the website here.
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InfoFlo is easy to use, fully integrated CRM software that is designed to help small business manage their business relationships, contacts and all the related information such as meetings, calls, emails, files, proposals, and tasks among other things. With InfoFlo you get a full contact management solution that includes features like tracking, accessing, and collecting the important information about customers and contacts. So you can view your interactions and past and present deals with them.
For a free-trial of InfoFlo, sign up at its website here.
Another well-known SRM tool is Salesforce Essentials. It allows you to track the customer details and store it in one place so as to nurture further leads. You can make use of the main modules of this software like sales data, lead management, marketing automation, partner management, and contact manager to track and cover the leads into profitable deals. The main highlight of the tool is that the app can be used by your team from anywhere- in field or office. It also offers mobile apps for Android and iOS and Android to record real-time data as well as custom reports.
To sign up for the free trial of Salesforce Essentials click here.
Zoho Business Solution’s other quality product is Zoho CRM. This web-based CRM is one of the best software that has the ability to satisfy its customers and help them expand their business. The core features include sales pipeline management, purchase control, lead and contact management, sales force automation, account management, and CRM workflow management. These tools come in handy to small, large businesses as well as to the sole entrepreneurs.
Finally, the basic Standard plan costs $12/user/month which goes up to $100/user/month as the Ultimate plan (annual billing.) To speed up with your capabilities, sign up for the free trial here.
The next contender in our list is amoCRM. This cloud-hosted CRM platform is messaging based and packed with tools for both leads and sales management. Its integration with messaging apps allows your agents to be in contact and manage leads from any place and at any time. The feature of automated digital sales pipeline simplifies the crucial processes which include lead nurturing and scoring, email integration, lead performance tracking, and sales analytics.
There are three different, monthly budget-friendly subscription plans offered by amoCRM. To sign up for a free trial, visit the website or click here.
Another CRM known to develop lifelong customer relationships is Insightly. It offers better workflow automation along with faster closing of deals, all thanks to the Sales feature. While the Relationships feature helps to learn about the connections through different relationship links. Additionally, the Projects feature of Insightly helps to automatically convert the closed deals into projects.
The starting plan at Insightly begins at $29 per month.
The last CRM software that is worth trying is Freshsales that helps you to manage many leads. It offers all the standard tools of a CRM business solution software. It has advanced features that include a combination of affiliate management, call routing, and recording, along with auto-dialers. You can use the product to takes leads and verify and distribute them through various communication channels.
Click on the following link to get started with the Freshsales software.
The CRM software is quite affordable nowadays and so we hope that pricing is not going to be an issue. Check out the features and capabilities of all these customer relationship management software and choose one for yourself as having one CRM will help you gain a lot, and without one, you might even lose something.