These days, it seems like there are dozens of apps you can use to help keep yourself organized and on top of things, especially if you work with clients or customers in any way. But where do you start? How do you choose the right CRM tools software that’s best for your situation? Don’t worry, we’ve done the legwork to create this guide to some of the most useful and effective CRM tools software that will make your life easier and give you more time to focus on your customers and the quality of your work.
1) What is a CRM Tool?
A customer relationship management system, or CRM for short, is software that helps you manage your contacts. It will store all of your customer information in one place so you can quickly access it. There are many types of CRMs out there, but most have some common features. Some examples of the more popular platforms are Salesforce, Zoho, Insightly, Microsoft Dynamics 365 (formerly known as Microsoft Dynamics), and HubSpot. A CRM might be a good fit if:
-You work with lots of clients at once
-You want to stay on top of all interactions with clients -You want to stay organized -You need to know who does what in your company Insightly offers a different type of CRM because it doesn\’t use email as its main contact tool. Instead, it has an inbox where you can keep track of emails from all kinds of sources like Gmail, Outlook, Hotmail, etc.
2) HubSpot Sales
HubSpot Sales is a powerful CRM tool that provides you with everything you need to stay on top of your marketing, sales, and customer success initiatives. From managing leads to closing deals, HubSpot Sales provides an easy-to-use platform for keeping all your contacts organized. Plus, the app offers features like lead scoring that can help prioritize which prospects are most likely to convert into customers. The best part? It integrates seamlessly with other HubSpot products, so you can be confident in your data and analysis. If you have multiple salespeople who work out of different locations, this is the perfect solution because it lets them keep their own data separate while still accessing what’s important to them. All you have to do is sign up here! With more than 6 million registered users, there\’s no doubt that this is one of the top rated apps on the market.
3) Zoho
Zoho provides a suite of business software that includes an all-inclusive customer relationship management (CRM) tool. Zoho CRM can be used for everything from managing leads, making sales calls, and keeping in touch with customers. It’s easy to create custom fields, track tasks, and view reports. All your data is stored securely on the cloud so you don’t need to worry about losing it if something goes wrong on your computer.
In addition to email integration and calendar syncing, there is also integration with Dropbox for collaboration between team members. If you want access at home or on the go, you can install the app on your mobile device or tablet. It’s free to sign up and use but pricing starts at $5 per user per month. 3. Hubspot: Hubspot has been around since 2006 when they launched their first product—a blog marketing system called Website Grader—which was later renamed Content Builder. The company has expanded over time and now offers tools for web analytics, lead generation, social media marketing, SEO, website design, landing pages, e-commerce stores, conversion rates optimization tools and more.
4) Freshsales
Freshsales is a sales software that helps you track your leads, manage your opportunities, close more deals. It offers features like email marketing integration, lead scoring, CRM integration and much more. Their Chrome extension makes it possible to see updates in real-time as they happen.
The app can be downloaded on both Android and iOS. Plus, there are no limits on the number of users or companies who can use the tool. Pricing starts at $19 per user per month (billed annually) for the Basic Plan which includes unlimited users and five active users for free. There\’s also an Unlimited User plan that costs $29/user/month billed annually. All plans include a 14 day free trial so you don\’t have to worry about committing right away! Freshsales has been around since 2010 and has a very impressive list of clients, such as Lyft, Time Inc., Starbucks, Spotify and many others. In 2017 alone Freshsales closed 5 billion dollars worth of transactions – talk about growth!
It only takes 3 minutes to set up an account with Freshsales and get started on building your database.
5) Salesforce
Salesforce is a well-known customer relationship management (CRM) tool. The system allows you to manage all of your information in one place so that it\’s easier to keep track of your prospects, clients, and past sales. Salesforce offers many different ways for you to keep tabs on your customers, including lead tracking, contact management, opportunity management, and more. 5. Act!: Act! by Sage Software Inc., is another popular choice when considering CRM software. It has an intuitive interface, advanced features like automation and integration with other programs such as Outlook and Microsoft Office 365, as well as mobile compatibility for added convenience. 6. Spiceworks: Spiceworks makes it easy to see what IT assets are available on the network; monitor their performance; find solutions from other IT pros around the world; and get notifications about problems before they impact users or the business. A potential downside is that Spiceworks isn\’t suitable for large organizations with multiple locations. 7. Slack: Slack offers a very robust set of features which make managing tasks a breeze – integrations with email, calendar apps, and chat systems allow users to be more organized than ever before. Slack\’s main downside is that it isn\’t designed specifically as a CRM tool, but rather just an excellent communication platform.
6) SugarCRM
SugarCRM is one of the most popular CRMs in the world. It has a sleek interface, is easy to use, and has a ton of features that make it worth considering. They also have an extensive free trial so you can see if SugarCRM is right for you before investing any money. There’s no cost for new businesses and individuals who want to try out their CRM. And the base plan starts at just $25/user/month with up-to-date security, phone support and updates included. SugarCRM is best suited for business with 10+ users or those who need advanced features like complex reports or billing tools. If you don’t need all the bells and whistles, they offer a number of affordable plans starting at $15/user/month. That said, SugarCRM is great for creating contact lists and tracking customer interactions across channels which are the two areas where it really excels. For larger organizations, this can be hugely beneficial since they offer integrated apps with Slack and Gmail allowing teams to work together more efficiently.
7) Pipedrive
Pipedrive is a CRM software for small businesses that helps you stay organized and connected. It has features such as sales forecasting, lead tracking, e-mail integration, contact management and more. The app has been featured in TechCrunch, Forbes, Inc., Lifehacker and Huffington Post. The app costs $19 per month or $199 per year. With your paid plan, you get 24/7 phone support and 1GB of storage. There are no limits on the number of customers or contacts that can be added to the system. A free trial version is available so try it before you buy it! Pipedrive is also mobile compatible so it will work with iOS and Android devices
Pipedride’s interface may take some time to get used to but this tool will provide many organizational benefits
There are templates included with Pipedrives set up options which saves time when you start working with your new account . The templates are customer specific lists, pipelines by stage, deal status by stage, contacts by stage and pipeline overview. Once you have created a company profile in Pipedrive there is an option called Add Customers where you can select from all of the customer types they offer: companies, agencies, non-profits or individuals. Another feature worth mentioning is their goal setting function where you can set goals by departmental headings like marketing or sales and monitor progress over time
