The best customer relationship management (CRM) software for multiple companies is one that can be tailored to the needs of your company and its employees, as well as your customers. In addition to allowing you to keep contact details and communications with the people you work with, the best CRM will allow you to easily access information on past purchases, track trends based on past purchases, improve customer loyalty and increase sales.
In thid guide, we review the Best Crm For Multiple Companies, what is crm, best crm for business, best crm systems for large businesses, and companies with best crm.
Best Crm For Multiple Companies
Making business travel easier, more efficient and less stressful is something that the world’s airlines are trying to accomplish. But with frequent travelers accounting for about 40 percent of airline revenue, there’s a lot of money on the table for those who can make travel better. And airlines aren’t alone in wanting better flight information from customers. Hotels, rental car companies and any other travel-related businesses want to know what you liked or didn’t like about your trip so they can improve their services. So how do you get this data?4
CRM Tools Are Becoming More Affordable
CRM tools are becoming more affordable. As a result, more businesses are willing to invest in them and reap the benefits of having one.
Because CRM tools are now comparable to other business software and operations, it’s clear that they’re here to stay.
CRM Tools Are Becoming More Simple
The simplicity of CRM tools is becoming more apparent. In the past, if you were using a CRM application, it would have required training to use it and most likely IT support as well. But today’s CRM tools are easy to learn and use, with no need for training or IT support. The software is available on all devices including smartphones and tablets making them accessible anywhere at any time.
CRM Tools Are Becoming More Powerful
You’ve probably heard of cloud computing. It’s a new technology that is changing how we use computers, and it allows you to access your data from any device. It’s a powerful tool for CRM specialists to use on behalf of their customers, but it can also be used in other ways.
CRM Tools are All in The Cloud
In the past, CRM tools were too expensive for small businesses. Nowadays, however, cloud-based CRM tools are more affordable than ever before. Many businesses can even pay monthly instead of making a large upfront purchase.
Cloud-based CRM systems are also more secure than previous versions because they’re hosted in remote servers and accessed over the internet instead of on your local computer or server. They’re also easier to use because they don’t require any installation on your end; all you have to do is log into the system using your account information and then begin using it immediately!
Small businesses now have the tools to compete with large companies through automation tools.
As a small business owner you might not realize that you have access to the same tools as the large corporations, but now it’s easier than ever to compete with them.
Some of the reasons why CRM tools are becoming so affordable, simple and powerful include:
- All in one platform – All these tools are now available in one place. This makes it easy for you to manage all your sales pipeline activities in one place without having to switch between different software packages. You can also add notes and comments on every item on your list using this system which will help keep track of everything that needs doing at any given time.
- Cloud based – Since everything is online, there is no need for expensive hardware or software licenses anymore which cuts down costs significantly compared with older systems where users would need an entire server room full of equipment just running their database!
what is crm
If you come from the old school of business, if you take a traditional view of leadership and work relationships, it’s got to be very tough for you these days. You were taught to leave your emotions at the door when you came to work.
Indeed, your motto might be very much like Archie Bunker’s famous line in the “All In The Family” sitcom. Whenever anybody showed too much emotion, or any emotion, Archie would shout out, “Stifle! Stifle!” In other words, “Suck it up and shut up.”
Yes, it’s got to be tough for you. Because all the research on Emotional Intelligence says that is NOT the best way to approach your work or your life … if you want the best possible outcome. Indeed, you’ll have a great deal more success if you master the four elements of Emotional Intelligence (self-awareness, self-management, social awareness, and relationship management) than you will ever have by simply focusing on being intellectually smart or good at doing something.
In previous issues of my “Tuesday Tip,” I discussed those first three elements. But the fourth element of Relationship Management may be the most important. After all, the driving purpose behind Emotional Intelligence and life in general is to build strong, healthy, effective relationships. So how do you acquire true competence in emotional intelligence? Here’s an article from Positive Psychology you might enjoy. Click here
1. You need to move from having a Traditionalist’s outlook to having a High Performer’s understanding of emotions.
A Traditionalist thinks that emotions distract him, inhibit the flow of information, cloud his judgment, and make him vulnerable. So he believes that emotions have to be controlled.
Somehow, the Traditionalist mistakenly equates Emotional Intelligence with being weak, submissive, and Pollyannish. He mistakenly thinks he has to be super nice, overly polite, and sugar coat his language.
A High Performer knows better. He knows that people do not leave their emotions at home or at the door when they come to work. A High Performer knows … that even though many organizational cultures place a high value on intelligence devoid of emotion … that our emotions are often times more powerful than our intellect. Emotions alert us to dangers that are crucial to our personal, interpersonal, and organizational survival.
A High Performer understands that when people are angry, anxious, alienated, depressed, or have any one of a number of negative emotions, their work suffers. They can’t think as clearly, take in information as fully, understand it as deeply, and respond as effectively as when they’re upset. So it’s to his advantage and everyone else’s to cultivate as many positive feelings as possible rather than ignore people’s feelings.
A High Performer understands that positive feelings motivate him and others, build trust, increase confidence, and even speed up the analysis of data. There’s a big upside when feelings are understood and managed appropriately.
The best salespeople will tell you the same thing. They will openly admit that their success in sales requires the empathic ability to gauge a customer’s mood so they can decide when to pitch a product and when to keep quiet. And once they have made that assessment, they choose the most appropriate interpersonal skills … or Relationship Management skills … to pitch their product.
2. You need to understand the components of Relationship Management.
Daniel Goleman, the original researcher in the field of Emotional Intelligence used that terminology. But don’t confuse “management” with “manipulation” or “control.” That’s not at all what he meant.
Relationship Management is all about your interpersonal communication skills. It’s all about your ability to get the best out of others … your ability to inspire and influence them, your ability to communicate and build bonds with them, and your ability to help them change, grow, develop, and resolve conflict.
That’s a tall order, but fortunately those skills can be taught and learned. And to the extent you master those skills, the more success you’ll have in your relationships … at work with your employees, coworkers, teammates, and customers … and at home with your spouse, children, friends, and family.
Of course, it’s not enough to merely understand the components of Relationship Management. That’s merely intellectual head stuff that won’t do you much good in the real world. So…
3. You need to keep on practicing the skills of Relationship Management.
And there are lots of them, some more important than others. I think these skills are critical. And my colleague, Art Sobczak, who is one of the most gifted sales trainers in the world, describes some of those relationship skills with such eloquence. In fact if you’re in sales, I would suggest you sign up for his newsletter by clicking here.
best crm systems for large businesses
If your startup, business or enterprise isn’t using CRM tools, you’re losing sales and slipping behind the competition.
Choosing the best CRM software is no easy task. There are loads of great options out there. Not to mention plenty of reviews too. That’s why we’ve done the work for you.
Easy to implement CRM tool that helps focus on activities that close deals.
Classic full stack CRM that helps businesses of all sizes work and scale.
Free CRM solution at the core of HubSpot’s business management suite.
All-in-one app including CRM for teams to organize, collaborate and grow.
We’ve carefully chosen the best customer relationship management tools & systems. This roundup of the 15 best CRM Software will surely have the right software solutions for any size and type of company, whatever your specific business needs. We compare pricing and point out the best free crm options too.
Whether you need to customize your process, sales cycle, capture all touchpoints, look at your metrics, or gain potential customers, there is a CRM for every org.
CRM software comparison chart (top 10 highest rated)
What is the best CRM software? Here’s our top 15 list of the best tools & systems on the market
When shopping for best crm, you need to keep in mind a few things:
How many people will use it?
Does every department need it?
Do you want a robust platform with many features, or a simple platform with just the basics?
In the end, there might not be one single best crm software for all users and companies alike. We’re sure this great list of 15 CRM software vendors will have the right Customer Relationship Management solution for you.
HubSpot CRM (Best CRM software overall)
HubSpot made its name in inbound marketing. This helps companies attract new users through content. HubSpot also offers general crm tools, and they are among the best overall.
Everything in HubSpot is very intuitive. HubSpot’s products are divided between marketing, sales, service and CMS. Marketing helps you with lead generation to grow your network and save time. There is marketing automation to stay front-of-mind with your customers. For marketers you also get marketing analytics. The sales module of HubSpot is where you get advanced CRM and other software like a meetings scheduler. Service does help desks, tickets, knowledge bases and customer feedback. CMS is for managing your content. HubSpot CRM really helps you provide a great customer experience. You can also have a HubSpot add-on for Gmail or Office 365.
There are many different pricings for HubSpot CRM. A starter CRM and sales package has a cost per user of $40.
Salesforce (Best customer relationship management software for sales teams)
Salesforce is one of the oldest names in CRM solutions. Today it has many products and modules. These include customer relationship management software for the big three: marketing, sales and customer support. Overall, Salesforce is a solid and popular CRM software for medium-to-large operations.
Salesforce covers all your business processes. For marketing, Salesforce offers software to build email marketing campaigns. You can also set up marketing automation. There are social media listening and posting features. Sales teams using Salesforce get good customer relationship management. You also get CRM software to streamline the sales lifecycle with Sales Cloud. For customer service, Salesforce has crm tools for creating a self-service resource. Customer support reps can also use Salesforce CRM contact data to help customers in less time. Salesforce is very effective for both lead generation and customer retention. The only thing is, there’s some learning curve with Salesforce.
Salesforce has many pricing plans. There is an essential CRM software plan for $25. A professional CRM plan is $75.
Pipedrive (Best customer relationship management tool for pipeline management)
Pipedrive is a CRM platform that focuses on boosting sales and revenue. The name is meant to invoke the sales pipeline and drive up sales stats.
Like any good customer relationship management for sales, Pipedrive lets you track all your communication with each customer. There are software tools to make sure you maintain high levels of customer satisfaction along the customer journey. It has a suite of features to manage all your leads and ongoing deals. There are many features to help you automate repetitive tasks. Pipedrive is a very visual platform. This goes for monitoring the sales process and sales activities as well as for analytics. It’s also got mobile software for iOS iPhones and Androids. Overall Pipedrive scores points for ease of use.
There are 4 pricing plans for Pipedrive. The cost per user of the essential plan is $14.90.
Freshsales (Top CRM Software with AI lead scoring)
Freshsales is one of the best CRM Software by Freshworks. Freshworks is an all-in-one platform with separate SaaS for marketing teams and customer service.
Freshsales makes use of AI to help you understand your customers and leads. It does lead scoring to show you your best opportunities. Freshsales offers salespeople built-in email and phone software tools. You get clear customer data and actionable tips on how to manage customer interactions, like when and how to reach out. You can also get email notifications about new engagements or follow-ups. This set of software works great with other Freshworks products, like Freshmarketer, which has a chatbot feature.
Freshsales has 5 pricing plans. The cheapest one is $12.
Microsoft Dynamics 365 (Best CRM Software for business intelligence)
Microsoft doesn’t kid around when it comes to business SaaS. Dynamics 365 is an all-in-one CRM software and ERP set of tools.
Using AI, Microsoft Dynamics 365 helps companies find the right customers and demographic for their products. As a CRM platform, you get full views of all your customers. There are software tools to automate the sales process. You even get features to help coach your sales reps and improve their performance. Marketing tools find new leads. It also gives you sales forecasting and trend watching. Dynamics 365 has a full customer service suite as well as an API for customization. You also get extras like project management and accounting.
Being Microsoft, there are many different pricing plans. Basic sales CRM starts at $20. You can also choose between cloud-based or on-premise installation.
Microsoft Dynamics 365 is best for:
Contact management software
Mailchimp (Best CRM tool for marketing campaigns)
Mailchimp started out as an email subscription SaaS, managing newsletters. Now it’s a complete customer relationship management solution for marketing teams for small business.
When it comes to marketing efforts, Mailchimp lets you build email campaigns, social media ads, and landing pages for your brand. There are audience segmentation tools to find new customers. A simple visual editor lets you create automated marketing campaigns. You also get tools like A/B testing and customer surveys. Mailchimp can give you stats like purchase likelihood for each lead. As well they have many third-party integrations and a developer API to supercharge your software. Overall this is a great SaaS for marketing insights.
There are 3 paid plans for Mailchimp. The essentials cost $9.99.
Zoho CRM (Good customer relationship management software for managing customers)
Zoho is a cloud-based set of business SaaS. There are loads of individual Zoho software. You can get a suite of them in packages like the CRM platform.
Zoho CRM is mainly used for sales purposes. It helps with lead capture to grow your network. Opportunity management tools see your leads move through the sales lifecycle. You get a 360 view of your customers information as well as various channels of communication. Real-time notifications happen when customers engage with your business. You get analytics on the best ways and times to reach out to leads. There’s also an AI-powered sales assistant, which also powers a chatbot tool. Aside from sales, you can use it as a help desk software for customers.
Zoho CRM software offers 4 different pricing options. The standard option has a cost per user of $12.
Apptivo CRM (Best CRM Software for workflow automation)
Apptivo is a cloud-based SaaS with many features. It includes a customer relationship management solution that is versatile for businesses of all sizes.
The CRM software from Apptivo are all customizable. There are automation tools to take over rote data entry and other repetitive tasks. It starts with customers relationship management and goes on to lead conversion and sales planning. You get analytics on your sales pipeline and other opportunity management data. Apptivo has email integration with software like Google’s Gmail. You can use Apptivo email templates for marketing or keeping in touch with regular customers. You even get stats on how competitors are doing.
The cost per user for Apptivo premium begins at $8. There’s also a free version from Apptivo.
Insightly (Top CRM software for analytics and reports)
Insightly is an all-in-one CRM solution and project management software. This is a professional platform for medium to large businesses.
Insightly gives you a total picture of your customers. It allows easy sharing of customer data across sales, marketing and project management. You can create automated marketing funnels that target audience segments. There’s email tracking, which shows you when sales leads open emails and other link click rates. Lead routing connects a customers with the right sales agent. Insightly also has great dashboards which have customization options.
For prices, contact Insightly.
Keap Infusionsoft (Good CRM tool for marketing and sales automation)
Keap and Infusionsoft are two business SaaS that work together nicely. Keap grows your business. Infusionsoft is the all-in-one marketing and sales software.
Infusionsoft begins with a customer relationship management Software. It logs all activity and reminds you of follow-ups. You can link your Gmail or Outlook to it. There are good email marketing templates. You can also automate personalized email campaigns. The lead management dashboard is customizable and very intuitive. You can set up trigger emails to make sure a sales team stays on top of the customer experience.
Keap Infusionsoft costs $129. But check with the vendor for updated prices.
Keap Infusionsoft is best for:
SugarCRM is an all-in-one marketing, sales and service platform. This is a CRM system that’s hosted on-premise.
For marketing, SugarCRM has social media advertising tools which includes SEO tips. It’s easy to create campaigns from templates and a drag and drop editor. You can automate marketing campaigns to nurture contacts into leads. This feeds into SugarCRM’s sales force automation features. It helps you track emails and monitor all your leads through the funnel. Customer support software use smart routing to connect users with the best agent.
SugarCRM sells its tools separately. Both Sugar Sell and Sugar Service go for $80. Sugar Market is $1,000.
Nimble CRM scores points for ease of use. This CRM system works with Office 365 and G Suite teams.
Nimble is web-based and works inside web browsers or other software. These include Microsoft Teams and Excel. Nimble has decent contact organization. You get all your engagement across multiple channels in one unified history. You can track projects and tasks. There’s standard sales process management to see all your open opportunities. There’s also good unified team calendars. Nimble has iOS and Android software too.
companies with best crm
Salesforce CRM: Best CRM Software for Small Businesses
When it comes to CRM providers, Salesforce is known as an industry leader and offers a popular essentials-level platform that’s ideal for small and growing businesses. For those ready to level up and delve more deeply into CRM capabilities, Salesforce offers a vast set of tailor-made solutions for sales, marketing and customer service teams.
Navigating the dashboard is easy with its intuitive and customizable organization, making it effortless to stay on task while working through a specific project or nurturing a new lead. More advanced tools like forecasting and AI-powered assistants can be added to business packages as your company and customer requirements evolve over time. Guided learning tools offer a long list of tips for smooth operation for even the newest users.
With one of the industry’s largest third-party app marketplaces, Salesforce has integration capabilities for an impressive amount of platforms. Whether it’s Mailchimp, QuickBooks, Dropbox or Google Workspace, Salesforce can help you integrate and streamline whatever you need to accomplish your sales and service goals. Small businesses will benefit from the workflow builder, helping to easily automate every task your team performs repeatedly. The Salesforce mobile app is also designed for ease of use, mirroring the Salesforce desktop experience with room to be customized for employees with different roles.
Salesforce has also unveiled a new Customer Data Platform powered by Salesforce Genie. Through this platform, marketers can gather real-time data through Salesforce alongside externally-sourced data from platforms like Salesforce AppExchange, native connectors and Mulesoft. Marketers can also implement the Marketing Cloud Customer Data Platform (CDP) data and consumer data to personalize consumer experiences with the help of artificial intelligence.
The Essentials plan, which is optimal for many small businesses, is $25 per user per month and has a maximum of 10 users. With this plan, small teams will enjoy big-team features like lead management, web-to-lead capture, mass email, campaign management, email templates, case management and five lightning flow automation processes. The Professional plan is $75 per user per month and features custom applications and collaborative forecasting. The Enterprise plan is $150 per user per month, and the Unlimited plan is $300 per user per month. Each plan level offers additional key features that can expand your businesses CRM capabilities as your contact lists and revenue grow.
monday Sales CRM: Best CRM Software for Project Management
For businesses with seemingly endless sales tasks and complex ventures, monday Sales CRM offers a great solution for project management. The core work management platform provides key timesaving and organizational capabilities. Monday Sales CRM customers enjoy easy-to-use interfaces and unlimited boards to organize projects. Whether you need a custom dashboard for specific communication needs or you want to delve into analysis with customer data visualization tools, monday Sales CRM offers intuitive technology to support your success. The core work management platform stands out in its intentional design and ability to run and scale to any workflow.
Not only is monday Sales CRM a user-friendly platform optimized for project management, but it is also highly customizable. Customers can set up and integrate notification systems with communications platforms like Slack, eliminating the need for regular status update meetings by automatically alerting team members when a project or task is ready for further action. Additionally, all plans include unlimited boards to organize projects and contacts. With monday Sales CRM’s simple trigger and action templates, you can easily build any number of timesaving automations without any complicated tasks or coding involved. You can save time and increase productivity with a centralized source of data that can automatically log sent emails, maintain a record of customer interactions and help you prioritize your sales opportunities.
Monday Sales CRM has a free limited individual plan with two free seats, 5GB of storage and over 200 templates. Prices for the Basic and Standard plans range from $10 to $14 per user per month when billed annually. For large-scale operations in need of highly advanced automations, analytics, integration and security, monday Sales CRM offers the Enterprise plan, but you will have to contact the sales team for a custom quote. Students and nonprofit organizations utilizing monday Sales CRM may qualify for discounted or free access, and all annual subscribers are eligible to save up to 18% on plans.
PipeDrive: Best CRM Software for Visual Sales Pipelines
For businesses in need of a powerful visual sales pipeline with at-a-glance information and data visualizations, Pipedrive is a great CRM solution. Its visual tools make it easy to understand each opportunity, while the drag-and-drop interface helps team members easily respond to the mission-critical tasks highlighted on the dashboard. With customizable pipelines and fields, you can optimize your existing workflow systems and improve processes across departments. And with a powerful mobile app, Pipedrive also helps you engage with customers and team members on the go.
Pipedrive is easy to set up, even without a dedicated IT staff, and its visual features are designed to enhance the efficacy of sales performance, reporting tools, automation of workflows and communication tracking. With a native messaging inbox, you can automatically save interaction history to help Pipedrive deliver valuable information about sales strategy. Pipedrive’s AI tool picks up on key opportunities for improvement with performance recommendations and suggested tasks. It calculates your average conversion rate so you know how many new leads to get and which activities to complete to meet your nearest targets. Real-time reports show if you’re on track, giving you time to adjust course if needed and providing timely coaching to maximize your sales strategies.
Pipedrive offers its customers a 30-day free trial with full access and no credit card required. At $14 per user per month when billed annually, Pipedrive’s Essential plan provides 24/7 support and over 275 integrations. The Advanced plan, priced at $24 per user per month, includes additional workflow automations and email capabilities. At $49 per user per month, the Professional plan features in-depth forecasting and one-click calling. Pipedrive’s most comprehensive plan, the Enterprise plan, costs $99 per user per month and adds unlimited feature use, user permissions and visibility settings.
NetSuite CRM: Best CRM for E-commerce
Midsize e-commerce companies that rely on repeat business from their customers need a CRM platform that will help them better understand their customers’ shopping habits. Oracle’s NetSuite is a cloud-based ERP platform with CRM capabilities that is well suited for business owners who want to provide the best customer experience possible. The CRM module helps companies obtain maximum value from each client interaction at every touchpoint. NetSuite organizes, automates and synchronizes your customer interactions across different departments, including marketing, sales, customer service and technical support. That means any employee can engage in a conversation with any customer as if they have been the main point of contact with all necessary context since the initial interaction.
With NetSuite’s dashboard, you get a 360-degree view of your customer data and a clear view of what’s being accomplished across your customer-facing departments. The dashboard features key performance indicators, active campaigns, new leads, monthly data analysis and other helpful tools. NetSuite’s marketing automation is available for campaigns on multiple channels with forecasting tools that predict deal outcomes and help you stay on top of business goals. The mobile app allows for seamless work from any internet-connected device, and its native shipping integration can help handle the tedious work of labeling and shipping.
Pricing for Oracle’s NetSuite CRM module is only available upon request, but most small and midsize businesses should expect the monthly cost to be a few thousand dollars. Many NetSuite CRM customers choose to bundle NetSuite with other Oracle services to achieve a lower total cost per user. While the unknown pricing may be a drawback to some, Oracle has software solutions for businesses of all sizes, and it is worth the effort to get a price quote if you’re looking for an all-in-one solution.
Zoho CRM: Best CRM Software for Remote and Hybrid Teams
For teams on the go and in different locations, Zoho CRM enables remote workforces to accomplish more together. Zoho is designed to increase leads, accelerate sales and accurately measure performance with ease and efficiency. Zia, the AI-powered assistant, predicts leads and deals, identifies potential customers for conversion, and helps large sales teams focus their efforts with user-friendly guidance. Zoho is also an appealing option for remote workforces with its gamification features that encourage friendly competition. Every lead, call and deal can be made into a trophy that generates a competitive and encouraging sales atmosphere, no matter where your team members are located.
With Zoho, it’s easy to build a custom and user-friendly platform with hundreds of available integrations and a flexible dashboard. Helpful tools like the Feeds notification module are easily accessible and can be universally highlighted across all team members’ dashboards. Other helpful tools include SalesSignals, which tracks customer interactions across various channels and notifies team members with valuable and time-sensitive potential leads to act on quickly.
Zoho offers four pricing plans: Standard, Professional, Enterprise and Ultimate. According to the software provider, the Enterprise plan is the most popular; it costs $40 per user per month when billed annually. It features the helpful Zia AI, a customer journey command center, Canvas visual CRM, a mobile software development kit and multiuser portals. The Standard plan is priced at $14 per user per month, and the most advanced plan, Ultimate, is $52 per user per month.
Freshsales CRM: Best CRM Software for Communications
Freshsales CRM software is both intuitive and adaptable, offering built-in tools designed to optimize communications and understand customers better. The powerful AI assistant, Freddy, is designed to help you develop a more comprehensive understanding of your customers based on historical sales data, activities and engagement. Freshworks also has a basic built-in VoIP phone service with toll-free local numbers available for purchase in over 90 countries and calling ability from any device.
Once you have your pipelines, workflows and forecasting tools in place, Freshsales makes it easier to better understand and serve your customers targeted products and services. From within the platform, you can run personalized bulk email marketing campaigns, manage deals, predict deal performance, forecast revenue and strategically engage with prospects. Your Freshsales CRM can also automatically build your prospects’ contact profiles, spot rotten deals and reawaken cold leads that still have potential.
Freshworks recently launched Freshchat, an AI-driven, bot-assisted messaging tool designed to support customers while freeing up customer service agents for more complex issues. This chatbot provides AI-powered answers to customer questions and directs them toward solutions and resources. If the bot cannot assist the user, it will direct them to an agent. Freshchat works with the Freshsales and Freshmarketer solutions to create a unified customer engagement platform that connects agents, marketers, and sales teams across different channels.
While all three of paid Freshsales plans include everything necessary for successful sales and marketing, the Pro and Enterprise plans offer standout features that make Freshsales such a desirable CRM platform. Freshsales offers a free plan and a 21-day free trial for any account. The lowest-cost plan, Growth, is listed at $15 per month and includes up to five sales sequences and 250 personalized bulk emails per day. The Pro plan provides double the sales sequences and greatly increases the daily email limit for $39 per user per month. For advanced sales needs at larger companies, the Enterprise plan is available for $69 per user per month with 25 sales sequences and 5,000 personalized bulk emails each day.
Keap CRM: Best CRM Software for Ease of Use
With its user-friendly interface and simple setup, Keap is an appealing tool for businesses engaging with CRM software for the first time. Keap is designed to help its users learn quickly without assuming its customers are CRM experts. The all-in-one CRM platform stores all customer activity in a centralized space and automatically adds all customer interactions to grow your team’s ability to sell and offer support efficiently. Right from the dashboard, your team can text, email, book appointments, process purchases and add invoices with just one click. To make building your business easier, Keap intuitively automates contact management from activities across multiple platforms.
Keap can be set up in just 20 minutes in small business scenarios, and all customers are provided with a dedicated support manager to ensure successful use of the software. Truly designed to grow your business, Keap provides premade and customizable templates for new pipelines and helpful video guides explaining the software’s capabilities. Without any coding experience, you can trigger automated actions to help turn leads into sales. And for efficient navigation, you can organize information chronologically or through a category view. Keap also offers user-friendly analytics and support for revenue trends, email marketing performance and list growth.
Not only is Keap uniquely suited to first-time users, its pricing structure is also different from those of other CRM software providers. Using a contact-based pricing structure, Keap offers two main plans: Pro and Max. When billed annually, the Pro plan starts at $139 per month for two user seats, and the Max plan starts at $199 per month for three user seats. Both plans include a limited number of contacts, but with a higher monthly base, the platform can easily handle more than 25,000 contacts. The company also offers a 14-day free trial.
Quickbase: Best CRM Software for Cross-Platform Integrations
Despite the large number of CRM software on the market, some small business owners find that nothing is quite the right fit. Enter Quickbase, a downloadable CRM template that you can use to design a seamlessly integrated CRM.
Quickbase is a “low-code” solution, meaning most of the heavy lifting is done for you, but it still requires some coding knowledge to create the finished product. Quickbase isn’t the right CRM for everyone, but developers will recognize the value of a low-code app that can be ready for rollout in weeks instead of months. Tweaks and changes to the system are made in a sandbox environment, so there’s often no need to take the entire CRM system offline for updates. Some components can be changed with no downtime at all.
Once live, Quickbase behaves like a traditional CRM. It includes drag-and-drop workflow automations, file attachment space, business app integration, reports and other common CRM tools. Each service plan includes access to a library with hundreds of sample apps worth browsing. Quickbase isn’t as feature-rich as prebuilt solutions, but many businesses consider that an advantage. A flexible CRM gives you the option to include the features you want without paying extra for features you don’t need. Quickbase starts at $600 per month when billed annually.
Sage CRM: Best CRM Software for Customer Support
Providing a superior customer experience doesn’t stop when you close a sale. You must continue to nurture your customer relationships and respond quickly when issues arise. Sage CRM’s customer service tools can help your employees provide support and monitor resolutions without leaving the CRM platform. Team collaboration features provide metrics on case histories and resolution times to help you identify service gaps, and reporting tools let you create comprehensive visual charts and reports.
Sage CRM includes a central repository to capture common issues and their solutions. You can add solutions as you go or store reviewed and preapproved solutions in the knowledge base for consistency and faster case resolutions. Alternatively, or in tandem, you can create a web self-service portal that helps your customers resolve their own issues, reducing the burden on your support team.
A wealth of additional CRM features support the customer experience from the initial point of contact to the close of the sale. Automated workflows and lead routing ensure your salespeople interact with customers at the right time, while forecasting and reporting tools analyze everything from customer behavior to sales strategies. Sage CRM also has a collection of features to help you manage multichannel marketing campaigns and support targeted marketing efforts.
SugarCRM: Best CRM Software for Midsize Businesses
For businesses of all sizes, keeping up with a fast-paced and evolving sales environment can be a challenge. SugarCRM has designed its software with automation in mind, and its AI-powered predictions and lead conversations help teams operate more effectively and efficiently in a digital landscape. While its add-on modules enhance its automation capabilities, SugarCRM’s fixed core features work to maximize productivity without any customizations. Reports and dashboard summaries help you access the information gathered by SugarCRM’s automated features through a centralized overview. The AI system develops a complete history of a customer’s journey and predicts outcomes with impressive accuracy to help businesses stay on top of monthly, quarterly and annual goals.
Sugar Market, the marketing automation module that can be combined with the Sell tool, helps businesses attract more visitors and gain visibility. It’s easy to cultivate leads with multistep nurture campaigns and conversion-focused emails along with CRM tools. Intuitive drag-and-drop page builders help users leverage the power of Sugar Market and reduce repetitive tasks.
Most small business owners will likely be satisfied with the features and functions of SugarCRM’s entry-level Essentials Sell plan. However, if your business has more advanced needs, including intelligent lead or opportunity prioritization, the Advanced plan with additional add-ons and AI-powered capabilities can increase efficiency immensely. SugarCRM’s upper-tier tier plans feature tools like expanded customer support, cloud storage and advanced workflows. When billed annually, the basic tier plan, called Sell, starts at $49 per user per month with a three-user minimum. The Serve plan allows businesses to create better experiences for customers at key moments and starts at $80 per month. Next, the Enterprise plan starts at $85 per month and gives businesses maximum control over their CRM operations. FInally, the fourth and highest-level plan, Market, starts at $1,000 per month for 10,000 contacts and helps businesses align their strategies and operations on a global scale.
Insightly: Best CRM Software for Customization
Offering a unique and highly useful relationship-linking feature, Insightly CRM gives customers extra control over their sales operations. For small teams without the ability to manage all the details of sales processes, Insightly offers a dynamic and easily customizable solution. Admins and reps can build their ideal personal dashboards to highlight particular contexts, metrics and workflows. While AI and predictive tools are available only with the most expensive plans, all of Insightly’s service plans allow you to create specific rules for common events that trigger actions within the sales process.
Tracking metrics and key performance indicators is different for every business, and Insightly enables the customization of both reports and processes to fit any business in any industry. The highest-level plan gives customers the ability to create and specifically define entire workflows around a single event. These customization features can save a significant amount of time and relieve team members from monotonous low-productivity tasks. With complete workflow automation, custom validation rules, dynamic page layouts and configurable webhooks, Insightly offers impressive automation abilities with a fully featured plan.
Insightly CRM offers three distinct plans. The lowest-level plan, starting at $29 per month, allows you to work from any device and includes Slack integration with the AI bot to keep your team up to date on new leads and internal communication. The Professional plan priced at $49 per month helps businesses identify and manage leads with customizable real-time insight cards and additional integrations. For $99 per month, the Enterprise plan takes your CRM capabilities to the next level with stronger customer relationships, connections to any application and the ability to easily provide custom quotes for complex and customizable products.