In a nutshell, Customer Relationship Management streamlines interactions with customers. CRM Software is supposed to make that happen and with ease.
Here is a small questionnaire for you:
- How do you manage and keep track of your customers’ conversations?
- Do you do it manually or you have CRM software that you have put in place?
The answers to the above would be a CRM strategy or program that focuses on the following:
- Presenting a unified face to the customer.
- Providing a seamless customer experience.
CRM software can help by synchronizing customer communications among business units. Sales, marketing and customer service can all get on the same page.
CRM Software Features
- Customer Data Management: CRM software collects and organizes customer data. This includes contact information and interactions via email, phone, webchat, and social media.
- Market Automation
- Customer Support
- Additional features like Security and privacy.
The data captured using CRM software is stored in the central database. The information collected is so crucial because companies use it to improve their products, boost performance and increase productivity.
CRM is used by all kinds and types of businesses – Small and medium, already established, but mostly starts up because they usually fight to retain the few customers they get as a foundation for their growth.
Information collected from customers helps you identify prospects for up and cross-sells, convert existing customers to new products or services, target new marketing strategies, track invoices, build team’s collaboration, boost productivity, increase sales, and more customer satisfaction.
Choosing CRM Software that will work out for you is vital and that’s why it requires investment in terms of resources and time to try different programs until you find the one that will work out for your company.
The Best CRM Software
1. Agile CRM
Best For – Small to medium size businesses that require sales, marketing, and service automation.
“Fairly good experience in general. I strongly recommend it to organizations that are looking for an all-in-one solution, especially if you are 10 or less strong.”
“I have used it for six months and it has some amazing features and I recommend the various clients to use it.”
“I was able to import all the contacts in a very simple way and clean my list in a short time. Another great thing: the mobile app and the possibility of integrating with other programs.”
“I cannot overemphasize the importance of solid and reliable support.”
“I have bad service from other companies but these guys take lazy to another level. All the other features are half-usable (exit popups, push notification, etc).”
“Their team offers no resolution and refuses to offer a refund, they simply say “sorry for the inconvenience and we’re working on fixing the issue.”
“I wasn’t able to solve any business problems with Agile, has every feature I tried to use was broken or flawed in some way.”
“I can’t find an option in the UI to cancel the subscription – there’s a pause option but not a cancellation one. The support is unprofessional and rude.”
2. Zoho CRM
Best For – Zoho CRM is for everyone, be it a small business or an enterprise. Sell smarter, better and faster with Zoho CRM.
Product Details – Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.
Zoho CRM Software Reviews – Capterra
“Zoho is a user-friendly and affordable solution for emails. It is very thorough and the best solution I have found while searching for CRM.”
“Nice app that helps keep my email address and customer database safe. The sales purchased for payment is very good for an e-commerce website.”
“I am using Zoho CRM for 1 year it was super easy to work with it while the best thing I like to configure multiple email alias and at some point, it’s easy to divide emails in a specific category of an alias.”
“It is a very good software to manage the clients and resources for an organization .notifications on every event is a very good feature.”
“I had to call customer service three times just to figure out how to pay. That should have been enough of a warning.”
“The only thing I found that irritated me about Zoho was the two-factor authentication that was auto-enabled when we first started using the program.”
“The only problem I have with Zoho CRM is when trying to import/export leads. Sometimes the data will become corrupted but nothing a simple restart of the task doesn’t fix.”
“One of the most annoying things is that the email invitations generated from Zoho CRM mostly gets blocked or listed as spam by mail filters.”
3. Hubspot CRM Software
Key features include:
- Automated logging and updating of customer deals and sales activities
- Storage of up to 1 million contact and company records using their email addresses, inbox, or form submissions, with details including revenue, industry, personal information, and more from their 20 million-contact database
- The ability to make and record sales calls, send emails, schedule tasks, and assign tasks to sales reps inside of the HubSpot CRM
- Automatic publication of emails, recorded calls, and sales notes to a contact’s unique timeline, to simplify the task of reviving cold leads in the future
- Email tracking with options for both automated and more customized email campaign
- A sales dashboard and customizable sales pipeline
- A built-in activity stream with notifications delivered immediately after a lead opens an email, clicks on a link or downloads an important document
- Crucial real-time email metrics including open rates and click-through rates
- A library of email templates designed for every step of your customer’s journey and the option to create your own
HubSpot‘s email tools are compatible with Outlook, Windows Office 365, and Gmail; Google Drive and Dropbox files can also be attached to your contact and company records for easy access.
4. Streak CRM Software
This is one of the CRM software that is easy to use and regularly put into use by everyone who has an internet connection and access to Gmail.
Streak transforms Gmail into a CRM powerhouse. Streak features allow collaboration and sharing of contacts to files with a single click. With streak, it’s possible to handle deals, support queues and set up task reminders using Google Calendar. Other features in the mix include; Webhook API access, mail merge, tracking, and shared pipelines.
Best For – Streak is ideal for start-ups, small/medium businesses, and smaller teams within commercial/enterprise companies looking for a lightweight CRM.
Product Details – Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications. It can be used to track many business processes including sales, partnerships, support, hiring, deal flow, and much more. Streak also includes a powerful set of email tools such as email tracking, that lets you track when an email is opened.
Streak manages the whole gamut of Google’s other Web apps, can work with personal and school Gmail accounts. Streak has multiple templates tailored for specific usage environments.
5. Pipedrive CRM Software
Pipedrive is the best for handling customer interactions and following up on leads. PipeDrive is a sales CRM Software built for minimum input and maximum output. Its pipeline allows you to stay in control of complex sales processes.
Best For – Sales teams looking for a simple, yet powerful sales tool to get them organized.
Product Details – Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love using. With 90,000+ paying customers spanning across 155 countries, sales teams are drawn in by our CRMs simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with CRM that is both agile and powerful.
PipeDrive features e-mail integration, with full support for customized templates and detailed tracking. PipeDrive can be easily connected to other software and custom features developed for it. It allows the import of existing data and export its own to other software programs.
- Offers an intuitive interface and deal-driven workflow
- Solid mobile apps plus call and email synchronization
- Helps SMBs keep on top of their CRM process
- Limited functionality for the price
- No separation between lists of new leads and
This offers great features without costing a fortune that works for small businesses. Insightly is the best value for money CRM service. It has a good storage space accommodating100, 000 records with 10 GB and can import 25,000 records per session.
Insightly does task management, API access, and unlimited custom reports. Insightly offers detailed report charts, and the ability to connect to Microsoft’s Power BI business analytics service. Insightly allows you to send about 2,500 emails per day, and e-mail scheduling for companies that employ email marketing.
Insightly provides customer relationship management software for small and midsize businesses across a range of industries such as manufacturing, consulting, health & wellness, media, and others. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users. With Insightly, all your critical sales and business info – leads, contacts, emails, events, quotes, projects, tasks, sales opportunities, and biz reports – are organized and available on your devices.
In February 2019, we introduced Products, Price Books, and Quotes (PPQ) in the platform to empower our customers’ field teams to generate consistent quotes more quickly for their opportunities. The result is that all your teammates have the most current customer info at their fingertips which results in improved visibility, customer service, and sales. Insightly recognizes that every business is different – so our custom objects and apps enable our customers to tailor their instance to map their business workflows, functions (e.g. rep vs. support) and processes ensuring high adoption and satisfaction. Integrations too are key to CRM user adoption so Insightly offers a variety of featured integrations across email, document management, accounting, and messaging platforms.
CRM Integrations include: Gmail G-Suite & Google Apps Google Drive Google Docs, Sheets, Slides, Quickbooks Online, Xero Slack, Dropbox, Box MailChimp, Evernote, ZapierI
This is the best CRM for small businesses with money to sustain it. Salesforce offers features like rules-based lead scoring, campaign management, and B2B market automation. It also offers account and contact management and customizable sales process.
Salesforce allows you to keep track of customer interactions on the go, it also makes possible to get real-time insights. For company-wide collaboration, Salesforce has full support for files and recommendations for those companies with wide collaboration, third party integration.
The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support.
The Salesforce app has capabilities that include sales management, marketing automation, partner relationship management, and customer service. These applications help organizations manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale.
MonkeyPesa joins the industry of Customer Relations Management with a ready-made CRM Software that helps streamline everything from Leads to Deals, Accounts, and contacts.
MonkeyPesa is genuinely built for Sales teams. It is simple but well streamlined and organized.
Customers are the biggest aspect of any business, and their satisfaction is the biggest goal of said business. The different CRM Software and tools have different functionalities. These are meant to address what business owners and marketers think will best serve their customers.
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