At Sales and Marketing CRM Software, our goal is to help you select the right sales crm by describing the functions of each. Whether you are looking for a platform for your entire sales team or you are looking to improve how you organize your business, we can help.
There are a lot of CRM software out there. So what is the best CRM software for your company? There are quite a few criteria to consider when choosing a CRM, but it really comes down to what works best for your company. In this article I will share some of the most popular CRMs on the market and how they work.
What Is CRM Software?
CRM involves not just tracking contacts but nurturing each one of them to build customer loyalty and repeat sales. building loyalty while maintaining a dynamic repository of contact information and client history. A good CRM will also focus heavily on making the information it gathers accessible to other business platforms via smart software integration. In all, a CRM wants to be the epicenter of how you manage your customer’s journey from the first marketing touch to a closed sale and on to the next engagement.
Mastering CRM Analytics and Dashboards
Once you’ve been using CRM software to manage your leads and deals, you can see how successful you’ve been and where you’re falling short. Look for CRM software with reporting features that can be customized so that you can see how employees are performing and which types of customers are responding. Look for a tool that lets you export reports if you need to present high-level data to company stakeholders.
Next, take that API or native integration and plug it into whatever business intelligence (BI) tool your organization likes best. That’s because BI can turn that humdrum CSV or PDF file reporting data into live data visualizations and IT dashboards. These can keep you, your sales team, and anyone else with access to the CRM data completely current on sales statistics, demographic information, product popularity, and any number of other metrics. Additionally, only today’s BI tools let you combine data from multiple sources—such as your CRM database on one side of the business and your warehouse and supply chain on the other—and ask complex queries that take multiple data sources into account to provide new insights that any single data source simply couldn’t.
Featuring a robust feature set and extensive automation capabilities, Agile CRM is definitely the best Customer Relationship Management system for all kinds of small businesses.
The Starter plan of Agile is priced at a competitive $8.99/month for each user and offers numerous goodies for both sales and marketing teams. You can store details about 10,000 companies or contacts, and there’s support for tracking e-mails (with two-way integration), lead scoring, and custom deal milestones.
For marketing teams, Agile CRM offers builder tools for multiple services, including forms, e-mail templates, and website landing pages. There is also the ability to automate marketing tasks and monitor social media.
When it comes to business management solutions, Zoho is a name that needs no introduction. The company’s portfolio includes everything from accounting tools to collaborative apps. If you don’t want the hassles of a self-hosted CRM solution, Zoho CRM is just what you need.
A multichannel online CRM, Zoho aggregates customer data from a variety of sources, including e-mail, live chat, calls, and social media. Its SalesSignals feature provides real-time analytics and notifications for every customer. You can assign individual targets to each of your team members, and monitor their progress from a central dashboard.
Zoho CRM offers features to build and automate sales processes, and it even lets you create distinct portals for your customers. The REST API and its libraries make it possible to develop custom solutions and integrations.
BEST FOR SCALABILITYHubSpot
Just because your business can handle only a few customers right now, doesn’t mean it’s going to always stay that way. Growth is the ultimate goal of any business, so you need a CRM solution that is scalable enough to easily manage an increased influx of customer interactions. If that’s what you’re looking for, HubSpot is the answer.
HubSpot offers an always updated view of your company’s sales funnel through a visual dashboard. Here, you can manage scheduled appointments, track performance against set quotas, and more. The CRM automatically logs all customer interactions (e-mail, calls, and social media), and the same can be synced to Gmail or Outlook easily.
Thanks to its timeline view, HubSpot makes it easy to follow up on all the interactions with any lead. You can send personalized e-mail sets on schedule and get actionable insights about them. The marketing hub includes numerous tools that let you manage optimized landing pages, create e-mail templates, and measure SEO-based ROI.
BEST FOR EASE OF USEStreak
Considering the many intertwined modules that make them work, the majority of CRM systems aren’t exactly easy to get started with. However, there are exceptions, and Streak CRM is one of them.
So what exactly makes Streak perhaps the easiest to use CRM out there? It’s the fact that it’s built on an application that’s regularly used by just about everyone who has an Internet connection: Gmail.
Streak instantly transforms Gmail into a CRM powerhouse. Just install the extension, and you’re good to go. Streak features easy collaboration and allows you to share everything from emails to notes with a single click. You can manage deals, support queues, and set up task reminders using Google Calendar. Features like Webhook API access, mail merge, tracking, and shared pipelines are also included in the mix.
Since it’s based on Gmail, Streak works perfectly with the whole gamut of Google’s other Web apps. It can work with personal and school Gmail accounts, too. The streak has multiple templates (or flavors) tailored for specific usage environments like Sales and Product management.
BEST FOR SALES MANAGEMENTPipeDrive
Not every organization requires all of its teams working on handling customer interactions and following up on leads. For many, it’s just the sales department that’s responsible for this. In such cases, going for a sales-oriented CRM system makes perfect sense, making Pipedrive perfect the best choice.
By its own admission, Pipedrive is a sales CRM built for minimum input and maximum output. Its primary interface is the pipeline, which allows you to stay in control of complex sales processes. Here, all the deals are categorized by sales stages. A statistics tool can be used to get a personalized analysis of sales, and the view has drag-and-drop support.
Pipedrive features e-mail integration, with full support for customized templates and detailed tracking. There’s a preset activity type list, and you can create your own as well. You get reminders for overdue activities, as well as notifications for new tasks.
Thanks to its powerful open API, Pipedrive can be easily connected to other software and custom features developed for it. The Zapier add-on makes syncing data between multiple web apps a simple affair.
It’s also possible to import existing data to Pipedrive and export its own to other software programs. Visual reports give you deeper insights and lets you customize reports to ensure you see the data you need.
For a small business, budget is always going to be a concern. So, it’s important to go for a CRM solution that offers great features without costing a fortune. Enter Insightly.
With a (base) price of $29/user/month (if billed annually), Insightly is undoubtedly the best value for money CRM service out there. You get a limit of 100,000 records, storage space of 10Gb, and the ability to import 25,000 records per session. There’s also task management, API access, and custom reports thrown into the mix. Insightly further offers detailed report charts and the ability to connect to Microsoft’s Power BI business analytics service.
For e-mail marketing, Insightly lets you send up to 2,500 mass emails per day, and e-mail scheduling is there as well. Having features such as pipelines and activity sets, Google Contacts and Calendar Sync, and more, Insightly makes project automation a breeze.
If you want the best CRM for your small business and money is not a constraint, look no further than SalesForce.
Undeniably the most popular name in the CRM industry, SalesForce has everything your business could ever need. Its Sales Cloud Professional edition offers features like rules-based lead scoring, campaign management, and unlimited custom applications. You also get account and contact management, as well as a customizable sales process.
With its mobile app, Salesforce allows you to keep track of customer interactions even on the go. The highly configurable dashboards and reports make it easy to get real-time insights.
For company-wide collaboration, Salesforce has full support for files and recommendations. Third-party integration is there, too, with both Google Apps and Lightning Sync included.
Nutshell is a total CRM solution complete with sales automation and marketing tools. No IT department required. Build and access customer conversation histories, use lead form integration to turn website visitors into contacts, and segment leads and customers in sophisticated ways (including industry, lifetime value, and location).
The personal email sequences feature is hugely helpful for outbound sellers and is offered natively. Other Nutshell features that sales reps love include the map view, in-app phone dialing and recording, sales automation suite, and fully customizable reporting tools.
Nutshell’s Gmail Chrome extension seamlessly connects your Google and Nutshell contacts and emails, and syncs and automatically updates Google events with Nutshell activities. It also allows you to save emails to Nutshell, sync Google Calendar activities, create tasks, track communication timelines, write notes, and view which emails have been shared with teammates in-app.
It should be noted, users cite a lack of automated integrations and customizability capabilities a bit of a bummer, but depending on your situation Nutshell’s easy-to-setup interface and third-party integrations through Zapier may make up for that.
- Starter plan is $19 per user/per month billed annually, and $22 per user/per month billed monthly
- Pro plan is $35 per user/per month, billed annually. and $39 per user/per month billed monthly
Nutshell offers a 14-day free trial for both its Starter and Pro plans.
Contact management and sales pipeline platform tailored for small businesses, freelancers and self-employed individuals, and e-commerce.
Lets you build a robust lead database by importing spreadsheets, scanning business cards, and shifting contacts from other CRM. Beyond lead generation, it allows you to customize fields and contact info for your specific business processes.
Keap has many features, which ups the learning curve. It’s slightly expensive for individuals and lean startup teams on a tight budget. The number of integrations with other apps is small.
- Lite plan is $56 per user/per month.
- Pro plan is $105 per user/per month.
- Max plan is $140 per user/per month.
A free trial is available for the Lite and Pro plans.
Salesmate is a CRM system for salespeople who want to spend more time selling and less time learning to use new apps. It’s great for startups and small businesses, but it can also be used for real estate and construction industries.
This platform is always improving itself. It’s given its analytics and reporting a significant upgrade, with a more customizable and interactive dashboard. Salesmate has also added new tools for phone calling and deal management, as well as new mobile app improvements. New features on the horizon include live chat and DocuSign integrations.
Some of the customization features can be a bit lacking, especially when trying to create custom data fields. Also, you’ll need the pricier version for essential tools like email analytics.
- Starter version is $12 per user/per month, billed annually
- Growth version is $24 per user/per month, billed annually
- Boost version is $40 per user/per month, billed annually
Salesmate.io offers a 15-day free trial on all of their plans.
Really Simple Systems
Simple yet sophisticated. An easy-to-use CRM with marketing automation, contact management for clients, vendors, suppliers, and leads. Features sales force automation and customer satisfaction-inducing customer service tools.
Really Simple Systems also offers advanced data security and encryption (traits that make this CRM a favorite of government and financial organizations).
Generating a report is a bit more complex than it probably needs to be. Email templates for marketing campaigns are a little basic. Outlook users won’t be able to trigger active reminders in their inbox.
- Free plan for up to 2 users.
- Starter plan is $14 per user/per month billed annually, and $15 per user/per month billed monthly.
- Professional plan is $30 per user/per month billed annually, and $33 per user/per month billed monthly.
- Enterprise plan is $46 per user/per month billed annually, and $50 per user/per month billed monthly.
Sales and marketing software has many benefits that can enable business to maintain a healthy relationship with their clients. This is why the popularity of marketing and sales CRM software has been growing rapidly in recent years.