If you are a small business struggling with making sense of the customer info pouring in from different sources or your sales team is perpetually struggling with customer retention and sales sustainability, you need to get a good CRM (Customer Relationship Management) software. A good CRM software will help you build and maintain robust customer relationships while managing all relevant information and data. A good CRM will also help with the collection, processing and analysis of data from different interaction channels. CRM softwares will also help you when it comes to adopting good marketing practices to generate more leads.
The market is filled with dozens of CRM products. The only question now is, how do you know which is right for you? Of course, we are here to help. This post is going to cover the 10 best Customer Relationship Management (CRM) softwares available for you today. Picking the right CRM software will go a long way in shaping a successful future for your firm.
Here are the 10 best CRM Softwares for small businesses:
Kicking off our list of the best CRM softwares for small businesses is HubSpot. Cloud-based CRM software HubSpot CRM is a leading tool designed for small and complex sales teams. WIth the help of HubSpot, you have the option to keep track of your market performance, stay aware of your transactions, analyse the areas of improvement and establish a wonderful relationship with potential and current customers. HubSpot is a great digital marketing tool in general.
Some of the notable HubSpot CRM features include HubSpot Marketing synchronization, deal and task board, drag and drop communicator, customized view, tracking and scheduling, company database, and email integration. If you want to investigate the features closely, you can easily do so at no cost thanks to the HubSpot CRM free trial.
This smart and easy-to-use tool is capable of carrying out the necessary features expected from a CRM, and you no longer have to burden yourself with the complexities that come with integration and adoption. Additionally, HubSpot CRM is free, and the software is a certified and recommended partner of Google. It has a customizable interface that makes it suitable for all industries.
Next on our list of the best CRM softwares for small businesses is Freshsales. CRM software Freshsales is a quality solution designed to provide the necessary tools for dependable lead capture. Sales teams recognize it as a single contact management hub where they can direct and monitor thousands of leads. Currently, it is one of the more widely-utilized CRM applications.
Freshsales offers a simple and easy-to-navigate interface combined with robust functions. This enables you to streamline diverse aspects of the sales process and minimize the number of tools you use to manage your business. Freshsales focuses on improving sales, prioritizing pipeline opportunities, and surfacing crucial business insights. This makes Freshsales a powerful and efficient system for quick-working sales teams. The lack of a free trial is definitely a negative aspect of the Freshsales package.
With Freshsales, there are no substantial and complicated setup procedures. A wide array of integrations are at your full disposal. Freshsales also helps you determine where leads come from. With a lead capturing feature, the system can distribute, nurture, score, divide, and verify leads using multiple channels of communication. Freshsales also provides a set of advanced functions, including auto-dialers, call recording, call routing, and affiliate management. And with an over-the-top analytics feature, all relevant sources and metrics are consolidated into one report.
Freshsales is also relatively affordable and accessible. Small teams can use the service for free, while midmarket businesses and corporations can avail of a paid package for a relatively low price.
Next on our list of the best CRM softwares for small businesses is NetSuite. It is an innovative, cloud-based solution designed to help SMBs manage the entire customer lifecycle. The platform features some powerful CRM capabilities, lead-to-cash automation processes Boasting powerful CRM capabilities, the platform also automates lead-to-cash processes which allows businesses to be more agile and responsive to their customers’ needs. This way, it boosts customer service and ultimately helps increase customer satisfaction levels.
Some of NetSuite CRM’s key features include Sales Force Automation (SFA), marketing automation, order management, sales performance management, partner management, integrated e-commerce tools, and more. If you want to investigate the features closely, you can easily do so at no cost thanks to NetSuite CRM free trial.
The platform offers a real-time, 360-degree view of the customers and facilitates a seamless flow of information across the facets of the lead-to-cash cycle. Besides, businesses leverage the upsell, forecasting, and commission management capabilities to improve sales performance.
Next on our list of the best CRM softwares for small businesses is Pipedrive. It is designed by salespeople. The software organizes your business leads by providing excellent sales overviews, which allow you to focus on more critical deals. The app is simple and fast due to it being fully mobile-optimized. It is well-integrated with Google Calendar, Google Contacts, and other Google apps and third-party business applications.
Some of Pipedrive core features include sales pipeline view, timeline view, sales reporting, email tracking, email integration, multi language capability, powerful API, and mobile apps. To learn more about this product, be sure to check Pipedrive free trial.
With Pipedrive, you can get a solution capable of managing your sales pipeline to distinguish important and useful information to develop over-the-top and simple sales processes. Additionally, it is a universally applicable system that allows you to manipulate all your workflows, regardless of the complexities. To ensure that all companies can find a package suitable for their budget, the vendor offers a flexible pricing plan.
Next on our list of the best CRM softwares for small businesses is monday.com. It allows you to manage customer relationships plus your CRM team and processes as well. It has well-designed dashboards and they come in templates too. Plus, you can customize them according to your needs.
The platform is fitted with many collaboration tools including file attachments, live comments, liking, and shareable visual dashboards. This is perfect for CRM teams. Also, it is a many-to-one communication tool that integrates different applications and target collaborators into one software. For instance, through its integrations, you can create if-then rules that will trigger another app to automatically send a CSAT survey email to a customer after closing a sale in one.
monday.com is also accessible via its mobile apps for iPhone and Android users. Lastly, pricing starts at $39 a month for five users billed annually.
Next on our list of the best CRM softwares for small businesses is Zoho. It helps you attract, retain, and satisfy customers to further your bottom line. Core Zoho CRM functionalities include lead and contact management, sales pipeline management, and purchase control. These features are considered top-notch, especially when placed in an easy-to-use interface like Zoho CRM. Zoho provides quick and easy integration with QuickBooks as well.
Zoho features the power of daily business activities automation, sales tracking, and engaging clients across different platforms. Additionally, its mobile app lets you take CRM anywhere, so you don’t have to worry about getting updates in real-time. You can close deals anytime and from anywhere. You can learn more about the product’s premium features at no cost thanks to the Zoho CRM free trial.
Another interesting feature of Zoho CRM is that it can extend its functionality and integrate with other popular applications, including main Zoho products, Microsoft Outlook, MailChimp, QuickBooks, ConstantConnect, Google Apps, OneSaas and CloudWork. Other notable Zoho CRM features include quota management, real time forecasting, loyalty programs, website integration, and sales tracking.
Next on our list of the best CRM softwares for small businesses is vCita. It grants SMBs and professionals an integrated solution for calendar and schedule management, client portal and management, billing and invoicing, lead generation and email, and SMS campaigns. It streamlines and centralizes in one solution all your needs for communication and collaboration, marketing, CRM, workflow, and online payments.
The vCita client management module boosts productivity and nurtures and sustains customer relationships. A client portal serves as a one-stop-shop for clients to schedule, pay, transact, and collaborate. Automated reminders ensure a reduction in grunt work and lost productivity by putting you on the loop 24/7. A custom follow-up capability ensures that you convert potential clients. If you want to check its comprehensive feature set you can easily do so through vCita free trial.
The client portal of vCita is extremely fresh, intuitive and creative. Users can easily tailor the portal’s look and can build a unique branding identity through customization features. The portal is also consistent in look and servicing capability, whether it be on a desktop, tablet, or mobile.
Moreover, vCita also gives you a compact and well-designed business calendar you can manage, create, and adjust. Calendars can be easily synchronized, and for each offering you present to your customers, you can indicate the location, duration, and pricing packages. Recurring or one-time events can also be created. Clients can easily book appointments and services from any device.
You also get a landing page builder that is mobile-responsive and intuitive at the same time. Services and user-experience can be made consistently adaptable and effective through this feature and could also cut costs on your part.
Next on our list of the best CRM softwares for small businesses is Pipeliner. It is an extremely powerful platform that helps with sales enablement for small and medium sized businesses. Primarily, the solution is designed to automate and simplify the sales process and pipeline management workflows. Besides, it provides in-depth analytics that enables sales professionals to make informed decisions that not only foster long-standing customer relationships but also boost sales.
Moreover, Pipeliner’s sales-friendly interface provides an easy-to-follow, visual sales process. It keeps pipeline views organized, engaging, and easy to use. As such, salespeople don’t need to spend time trying to decipher the system. Instead, all they need to do is to customize their views to suit their unique requirements and for ease of access.
Overall, Pipeliner is built with all salespeople in mind, including the tech-averse. The solution is easy to configure and customize, plus it offers a flat learning curve for new users. Some of its main features include workflow management, contract management, territory management, channel management, interaction tracking, and opportunity management.
Next on our list of the best CRM softwares for small businesses is Avochato. It is an innovation software predominantly designed for sales, operations, and customer support teams. The solution caters to the needs of delivery services, logistics companies, realtors, insurance, e-commerce businesses, and more.
Fundamentally, Avochato enables businesses of all sizes to manage all conversations, from phone calls to text messages from a simple, intuitive app. Support teams can leverage Avochato’s shared inbox to streamline service delivery. You can leverage the Avochato free trial to get to know the features firsthand at no cost and without commitment.
The inbox centralizes all customer communications and makes it easy to route them to the relevant department. On the other hand, the platform provides a customizable Live Inbox that enables sales teams to promptly respond to inbound text and calls with ease. Other notable features include campaigns, surveys, template messages, MMS, and one-to-many messaging.
Rounding off our list of the best CRM software for small businesses is Salesforce. It is an extensive sales and marketing solution with separate systems for cloud-based analytics, marketing, service, and community. It allows sales representatives to underline top leads and identify wins and losses regarding customer transactions.
Key Salesforce CRM features include lead management, marketing automation, sales data, and partner management tools that allow you to convert and follow leads through recorded customer information and interactions, all in one centralized platform. Should you want to learn more about this product you can do so at no cost through Salesforce CRM free trial.
Salesforce CRM can also increase the sales team’s overall productivity through an AppExchange feature. Teams can efficiently create critical reports, forecast sales, and accomplish territory models with ease. With Salesforce CRM, you can easily grow revenues simply by tracking all your sales activity. You learn more about your leads, their interests, pain points, and gain the insight you need to drive the business forward. Fully cloud-deployed, you can access the software wherever and whenever you go.