Crm With Task Management

There are many different task management systems out there, but the one that works for you will be based on the way in which your team works and what kind of tasks they need help with. The important thing is to find a system that fits into your workflow without disrupting it too much. In this article we’ve highlighted some of our favorite features that would be useful for any project management software, including CRM integration and task management. We hope we have given you some insight into how these tools can benefit both teams and individual workers alike!

In this guide, we review the aspects of Crm With Task Management, crm with email integration, what is crm and types of crm, and what are the tools of crm.

Crm With Task Management

The world of customer relationship management (CRM) has never been more exciting. There are all kinds of new technologies, apps and services that can help you to manage your customers in the most effective way. In this article we will look at one such technology – a task management system integrated with CRM software.

Collaboration & Tasks

Task management is a must-have for any organization that has to track its employees’ time, and it’s a great way to get started on the CRM journey.

By combining task management with collaboration features, you can create an all-in-one solution that helps your team track time and assign tasks efficiently.

Task management software is available as both cloud and on-premise solutions, so you can choose what works best for your business.

Time Tracking

Time tracking is a feature that allows you to track the time spent on your tasks. It helps you to manage your time and see where you are spending it, which can help you to make changes when needed.

For example, if you find that you are spending too much time on one task compared to another, then maybe it’s not worth doing as much? Or perhaps if this task takes up a lot of time but isn’t earning as much money as others, then maybe the best thing would be to stop doing it altogether?

Task Management

Tasks are a list of things that need to be done. They can be assigned to users, scheduled, prioritized and tagged with metadata. Tasks can also be assigned to teams and filtered based on criteria such as the status of the task, who it is assigned to or what tags are associated with it.

CRM Integration

  • Integrate your CRM with Task Management. Salesforce and other CRMs are fantastic at managing customer data, but they can’t do everything. Task Management is a stand-alone tool that allows you to easily manage tasks and their associated due dates, reminders, attachments and more. So why not integrate them? By connecting both systems together, you’ll be able to see all of the tasks that are assigned to each customer in one place—in addition to all of their sales opportunities!

It’s easy: when an opportunity is added or edited in Salesforce, it will automatically create a corresponding task in Task Management so you don’t have to worry about missing anything important when updating an opportunity record. Plus it works vice versa—if there’s an existing task assigned to a specific opportunity contact in Task Management then every time someone creates or updates that contact record within Salesforce (for example adding or editing contact details), it will automatically update any related task records as well!

The takeaway is the last section of an article. It’s a brief summary of the main points, so you can easily remember what you read.

In this case, it’s important to summarize how to use CRM with task management:

  • Define workflows based on lead status (high-value leads are assigned more tasks).
  • As soon as a lead moves through each stage of your workflow, assign them a task related to that stage.
  • Each task should have its own due date and be assigned or re-assigned appropriately as needed.

crm with email integration

CRMs help sales teams keep track of conversations, reach out to prospects at the right time, and automate manual tasks so that sales reps can focus more of their time on high-value activities. But one underrated benefit of CRM is its ability to make email outreach easier and more effective.

Considering that 80% of buyers prefer to be contacted by email, your email strategy needs to be sharp from a messaging perspective as well as time-effective. (You can’t spend 15 minutes crafting each email when there are dozens of new prospects you have to touch on a given day.) The good news is that many of today’s CRMs offer email tools and automations that speed up the outreach process without sacrificing personalization or quality.In this article, we’ll compare eight leading CRM solutions that include email communication features, to help you understand which solution might be right for you and your team. But first…

Why you need a CRM with email features

So why should your company consider investing in a CRM with email functionality? There are many reasons, the most important being improved sales effectiveness, increased productivity, and transparency across your sales team.


For many sales professionals, email is the secret weapon in their selling arsenal. When you combine email with the customer insights stored within a company’s CRM, you’ll be able to craft much more personalized and, ultimately, more effective messages. Comparing the success rates of your templates and automated email sequences helps you fine-tune your messages to boost your success rate.


Imagine the time you’d save if your CRM were to offer native email functionality or a two-way sync with your email program. Rather than bouncing back and forth between programs, you could do all your work out of one system. Plus, saved email templates save you a lot of time on re-typing.


When your CRM offers email capabilities, your entire team will have a complete and accurate view of the customers you’re attempting to serve.

Email conversations can be stored in a CRM’s customer timelines, which means that any member of your sales, marketing, or support teams can get full context on your company’s relationship with a prospect or buyer, simply by looking them up in your CRM.

Without a CRM database, email communications are hidden away in personal email inboxes, unable to be leveraged by anyone else on the team.

Best CRMs for email communication

So the question is, which CRMs have the best email capabilities? More importantly, which of these platforms is right for your company? The following eight CRMs have made email an integral part of their feature sets. Read through the descriptions of each to determine the right fit for your organization.

1. Nutshell

Nutshell is an all-in-one CRM and email marketing platform that’s “simple enough for any user, sophisticated enough for any business.” This mantra applies to the software’s email capabilities as well.

The service is equipped with a strong set of email automation features including email sequencing, shareable templates, easy contact filtering for targeted bulk emails, and even a native email marketing suite—everything you need to take the grunt work out of email communication.

Nutshell’s personal email sequence tool allows sales professionals to perform one-on-one outreach at scale. These email sequences shut off automatically once your recipient replies, and can even be set up to trigger when a lead reaches a certain pipeline stage, which means you can nurture all your new prospects without lifting a finger. And because Nutshell tracks reply rates of your sequences, you’ll be able to easily tell which emails work best and which need to be rewritten.

Every salesperson knows that retyping the same emails over and over again is incredibly tedious. Nutshell’s time-saving email templates remove the monotony from the workday and allow users to fire off messages in seconds, not minutes. Plus, Nutshell’s two-way sync with Gmail and Office 365 help you stay organized and productive in or out of your CRM. (Even if you use a different email provider, you can still send outgoing work emails from Nutshell.)In 2021, Nutshell released Nutshell Marketing, its first-ever email marketing automation tool. Available for an additional monthly charge based on your number of marketing contacts, Nutshell Marketing allows Nutshell customers to send beautifully designed marketing emails and drip sequences to thousands of contacts at once, and immediately measure their impact. Because Nutshell Marketing is powered by Nutshell’s CRM platform, you’ll no longer have to worry about contacts getting out of sync between your sales and marketing software, and you can build highly targeted audience lists based on any customer segment.If you’re looking for a powerful yet completely intuitive CRM solution with cutting-edge email functionality, you can’t do much better than Nutshell.

Write less email, get more replies.

Are you falling off your prospects’ radars? With Nutshell’s personal email sequences, we’ll remember the follow-up for you.

2. Insightly

Insightly is a popular name in the world of CRM and the platform really focuses on helping its users build strong, lasting relationships with customers. One of the ways they do this is by offering email automation features.

Inside the platform, users are able to create and send emails with just a few clicks and view real-time analytics for all campaigns. Insightly also offers a handy email template feature to save salespeople valuable time.From one-off messages to bulk sends, this CRM offers a fair amount of native email options, and integrates with Outlook, Gmail, MailChimp, and Zapier for more functionality.

3. Agile CRM

With Agile CRM, users are able to easily create, send, and track email campaigns in addition to the traditional customer relationship management features the platform offers. Users simply have to choose the look they’re going for from a selection of visually pleasing templates and then begin to craft their messages.

Speaking of crafting a message, Agile’s personalization features make connecting with prospects a cinch. Contact attributes (details such as recipient name, location, industry, etc.) can automatically be pulled and included to give each email an individualized feel.

But all this template and personalization goodness wouldn’t be beneficial without some way to track results. Fortunately, Agile CRM includes a robust reporting dashboard to monitor things like email opens and click-throughs. And the lead scoring feature helps users accurately qualify leads based on the metrics in the reporting dashboard.

Additionally, Agile CRM offers email A/B testing, a handy drag and drop email builder, social sharing, and the ability to send autoresponders. We have to admit, the email capabilities that come with this service are top-notch.

4. Zoho CRM

Zoho is a complete software suite that offers everything from accounting software to helpdesk tools. One of the company’s many offerings is a CRM platform which happens to also have email functionality.

Similarly to the solutions already reviewed, Zoho CRM includes an email template feature which will free sales teams from tediously drafting the same messages over and over again. The Zoho template creator also includes drag and drop capabilities, making it super simple to add text, images, tables, etc. to emails.

Zoho CRM comes with reporting features as well that inform users of when their messages were sent and if they were opened and read. Sales managers using Zoho CRM will also be able to see analytics for each salesperson they oversee and determine areas of improvement.

It should be noted that while bulk email campaigns within Zoho CRM are possible, users will have to integrate the platform with another Zoho offering named Zoho Campaigns. The integration is seamless but it’s another step that potential users should be aware of.

5. Microsoft Dynamics 365

Microsoft Dynamics 365 will help you improve the impact and return from your email campaigns. The key value that Dynamics brings to email marketing is the ability to automate the creation of personalized emails. Thus, you can set up rules to get dynamic content in your emails tailored to each recipient based on the data from their profile in your CRM.

In Dynamics 365, you can conveniently launch multiple simultaneous email campaigns targeted at different audience segments. Along with emails, you can create interactions on social media, via push notifications and text messages. Based on your vision of how to engage with customers at different stages of their decision-making, you map different scenarios in a journey builder and set up the timing for an automated launch.

Dynamics 365 is named among the best B2B Marketing Automation Platforms in Gartner’s Magic Quadrant. It gets high praises from companies with dynamic marketing activities that seek time-saving automation, one-to-one personalization, and omnichannel campaign delivery.

6. ActiveCampaign

ActiveCampaign is a unique entry on this list for one simple reason: it started as a marketing automation platform, then later added true CRM functionality. This fact doesn’t mean the platform can’t competently manage your customer relationships, it just means that the tool is specifically designed for those who prioritize marketing automation above all other features.

Because of this, ActiveCampaign looks and operates more like traditional email marketing software than the CRMs you’re probably used to. Once inside the platform, users can build email newsletters, craft full automated sequences, schedule messages, and view reports.

ActiveCampaign’s template library is extensive, as are the personalization and list segmentation capabilities. A/B testing is also included and integrations with Paypal, Shopify, Facebook, and 250 other apps can be easily set up.

In brief, ActiveCampaign is a great option for those seeking a marketing automation platform with CRM functionality rather than a CRM service with marketing automation features. It’s also one of the more expensive options on this list. Marketing automation and CRM features can be had for $49 a month or more depending on the number of contacts a user has.

what is crm and types of crm

Building and maintaining great customer relationships is at the core of any good business model. But staying on top of who your customers are and what their relationship with your business is at any given moment is difficult. And that’s true across the board—whether you’re a small business with a hundred customers or a large one with hundreds of thousands.

The best way to address the challenge is with the right tool, in this case a good CRM. But for anyone as yet unfamiliar with the CRM market, there’s a lot to learn. To start, there are three main types of CRMs: collaborative, operational, and analytical. To help you get your bearings, we’ll cover what a CRM is to begin with, how the three types of CRMs differ, and how to select the right product for your company.

What is CRM?

CRM stands for customer relationship management. While the term describes a larger strategy for working with customers, in practice the acronym CRM is most often used to describe the category of products that enables effective customer relationship management.

The most important thing about any CRM is right there in the first word—it’s about customers. A CRM should help you understand your customers better, and use that information to deliver the best possible customer experience (CX).

That’s a goal that’s gotten harder in recent years. Consumers now move between different channels (such as messaging, email, social media, and phone) to communicate with brands. With more ways to research products and make purchases, the buyer’s journey has grown in complexity. And for businesses selling lots of products to multiple audiences, the difficulties of managing it all are even more notable.

According to the latest CX Trends report, over 70 percent of customers expect conversational customer experiences when interacting with brands. As customers move between channels, so does their data – in fact, much of the customer journey now exists within these conversations. With the wrong strategy, this data is lost and the customer experience is fragmented. A conversational CRM approach to staying on top of each customer interaction can go a long way towards creating better experiences for both your business and your customers.

Businesses need solutions that allow them to have ongoing conversations that move across channels, departments and systems, complete with customer context. Below, we cover the three main types of CRM approaches and how each can create better, personalized, and conversational customer experiences.

What are the types of CRM?

While all those benefits apply on some level to just about any CRM, customer relationship management includes a large category of CS, marketing, and sales tools. Different CRM products and methodologies vary in terms of features and focus, and they can be divided into three main categories.

1. Collaborative CRM systems

A top focus of collaborative CRM systems is breaking down silos. Often the marketing team, sales reps, and customer support agents are all in different departments that feel disconnected. And for bigger organizations, each of those departments is further separated based on factors like geographic locations, channels they serve, products they focus on, or skill specialties. But in order to provide a seamless customer experience throughout the customer’s journey, you need a way to share information across the full organization in real-time.

Collaborative CRMs ensure all teams have access to the same up-to-date customer data, no matter which department or channel they work in. Not only does customer support have all the information marketing and sales teams collected when working with a prospective customer, but agents in a call center have updated data on customer interactions that happened over email or messaging channels.

Collaborative CRM treats each interaction as part of a larger, integrated conversation between the brand and the customer. That integration between departments and channels saves customers from the dreaded experience of repeating themselves each time they talk to a new contact. Each employee they interact with can quickly and easily pull up a record of all past interactions with the consumer to consult and learn all relevant details.

2. Operational CRM systems

Operational CRMs help streamline a company’s processes for customer relationships. They provide tools to better visualize and more efficiently handle the full customer journey—even when it includes a high number of touchpoints. That starts from their first interactions with your company’s website, through the whole lead management process as they move through the sales pipeline, and continues with their behaviors once they’ve become a customer.

Operational CRM systems typically provide automation features. Marketing automation, sales automation, and service automation offload some of the work that your employees would otherwise have to handle. That opens up their schedule for the more creative and personal aspects of their jobs—the stuff that needs a human touch. And it makes it much easier for growing companies to continue to provide top-notch service to scale.

3. Analytical CRM systems

Analytical CRMs have the primary focus of helping you analyze the customer data you have to gain important insights. Digital tools and platforms now make it easy to collect large quantities of data. But data analysis—the step required to turn that data into something useful for your company—is a difficult feat. In fact, estimates suggest that over half of the data collected by companies never gets used.

Your customer data is too valuable for that. An analytical CRM provides features that help you use the data you have to see trends in how your customers behave. With that information, you can better understand what steps lead most successfully to sales, which increase customer retention, and what the most common customer problems are.

How to choose the best CRM for your business

If you’re pretty sure your business needs a CRM, but you’re still in the research phase, understanding the differences between the three types of CRM systems available is an important part of the process.

While there’s a fair amount of overlap between the three categories of CRM, each one tends to focus on particular functions and features.

How collaborative CRMs work

For collaborative CRMs, the main functionality is two-fold:

In comparison to the other types of CRMs, collaborative CRMs tend to be geared more toward customer retention and satisfaction than making sales. Nonetheless, for sales, marketing, and customer support teams, collaborative CRMs are the answer to the old challenge of data silos. The knowledge sales and marketing gains about prospective customers will only have value to the customer experience team if the company finds a way to facilitate the spread of that information. And the same goes for getting customer support insights back to sales and marketing.

With collaborative CRMs, you see a few main features:

Collaborative CRMs are good for:

Businesses with many departments that currently struggle to keep everyone on the same page. That particularly includes companies that have multiple locations and that provide omnichannel support. If your customers have ever grumbled about having to repeat themselves after being transferred from one department to another, a conversational, collaborative CRM is worth considering.

How operational CRMs work

Operational CRMs usually include the features common in collaborative CRMs but add features that are more about tracking, managing, and improving the full customer lifecycle. Where collaborative CRMs are a bit more focused on keeping customers happy and coming back, operational CRMs are just as concerned with how they first learn about your brand and all the steps that lead up to becoming a customer.

And operational CRMs are where automation features start to come more into play. In order to bring greater efficiency to all the processes related to managing customer relationships, operational CRMs frequently include features for sales automation, marketing automation, and service automation.

2021 Gartner Magic Quadrant for the CRM Customer Engagement Center

The 2021 Gartner Magic Quadrant report is available for complimentary download for a limited time.

Marketing automation can save the marketing team time by creating email campaigns that trigger relevant emails based on specific activities the customer makes, rather than requiring manual work. Or similarly, a marketing automation tool can make tailored content recommendations on your company’s website based on where your prospective customer is in their journey. That means a more personalized, relevant experience for the customer while creating less work for your marketing team.

Sales automation features can simplify the lead management process by automating the lead scoring process, so it’s easier to identify which potential customers to prioritize. Operational CRMs can also automatically determine the best tasks to assign each sales rep based on priority level and serve automated notices for specific steps to take to move a lead down the sales pipeline.

And service automation can take all the information the operational CRM has about a customer’s situation and use it to determine the most important details an agent needs to help a customer quickly and effectively. It can also automate the process of sending surveys to customers to measure their satisfaction and help you figure out how your team is doing.

Operational CRMs are good for:

Businesses that want to get more out of the customer information they have, while making processes more efficient for employees. And businesses that want to gain a high-level view of the entire customer lifecycle and find ways to make your processes across customer-facing departments better.

How analytical CRMs work

Where the other two CRM types are likely to be used regularly by employees who interact with leads and customers day by day, analytical CRMs work best for high-level strategizing. Data analysis is how you take all the customer information you’ve collected over time and start answering questions with it.

Analytical CRMs provide reporting features that help you understand:

The answers to questions like these are important for identifying weaknesses in your current approach and figuring out what changes to make for better results. Analytical CRMs are useful in this step because they use data mining—a technological process for analyzing large sets of data to find trends within them. It’s something technology is much better at than humans—especially as the quantity of data you have grows.

Analytical CRMs are good for:

Companies that have a lot of customer data and don’t know how to effectively use it.

Do you need all three CRMs?

Which type of CRM you need—or whether you’d benefit from investing in all three—depends on your particular business needs.

If your business is new and doesn’t have much customer data collected yet, an analytical CRM could be overkill. The need for a collaborative CRM comes most into play when you have a lot of departments and/or different business locations that need an efficient way to stay on the same page. And an operational CRM is most important for companies seeking to improve the processes related to the full customer lifecycle, and those who want to employ automation to introduce efficiencies.

And many of the popular CRM systems on the market will offer some overlap in the features associated with the different types.

Top components to look for in a CRM

Before you can figure out which types of CRMs to consider, it’s important to figure out your customer relationship strategy. What are the main challenges you face now? And what are the top goals you want to achieve? That will help you go into the process of choosing CMS software with an idea of what to look for.

1. How easy it is to set up and learn

Some CRM systems are difficult to install and configure. Some would even require you to hire someone to manage them on an ongoing basis. For a small business, investing in something your team never has the time to learn won’t be worth the cost. But even large companies will be better served finding something they can get up and running fast—and that employees can start using on day one without special training.

2. Integration with products

For CRM apps to provide the benefits previously discussed, they need data. And a lot of that data currently lives in products you already have. To get the most from a CRM system, you need one that integrates with all the other relevant products you use now—and ideally, one that’s pre-integrated with your top products so you don’t waste time figuring out how to connect them manually.

3. How well it connects separate departments

When a long-term relationship is the goal, collaboration between sales, marketing, and customer service is an important part of the equation. If you want all customer-facing employees to have access to up-to-date customer data each time they interact with a consumer, you need a CRM that connects everyone through one platform.

what are the tools of crm

Businesses can’t survive without customers, regardless of industry. Therefore, companies that want to be successful have to find an effective way to build and maintain their customer relationships. One of the best ways to improve your customer relationships is to implement CRM software.

What is CRM software?

Customer Relationship Manager (CRM), by the most straightforward definition, is a process of managing customer relations in your business. But it can also stand for a mindset, an approach, or a software solution.

CRM software was developed to make the process of customer management easier and less time-consuming. It helps businesses track and manage customer interactions, and record interactions between a business, its prospects, and existing customers.

The benefits of CRM software

CRM software gathers all customer data into one place and allows businesses to drive growth and profits. Among other things, it makes it easier for companies to:

Choosing the right CRM software

Choosing the right tool for your businesses is no easy task with thousands of CRM software solutions to choose from. From simple tools to more comprehensive solutions, it can get overwhelming quickly. And the truth is that there is no right or wrong answer – it all depends on your business needs.

To make your evaluation process easier, we did the hard work for you and tested most of the best CRM tools out there. Here is our selection of the 23 best CRM tools on the market.

Every CRM software listed here:

1. Scoro

Scoro CRM software helps to coordinate your sales process and improve your team’s performance with a complete set of features, including sales pipeline management, project & task management, collaboration, billing, and reporting.

What’s interesting about this tool: Scoro saves more than 50% of the time you’re currently spending on reporting, meetings, and double data entry.

Pricing: From $26 user/month

2. Accelo

Accelo is an end-to-end cloud-based professional service software utilizing simple and impactful tools to manage the business, carry out projects, develop the quality of work of staff and grow the customer relationship.

Pricing: Pricing is from $24 a month, per product and user with a minimum of 5 users.

3. Sugar CRM

Sugar CRM gives you an overview of the entire customer journey and the contextual intelligence needed for a complete customer view and opportunity anticipation.

What’s interesting about this tool: Create multiple personalized dashboards to optimize for short-term and long-term goals.

Pricing: From $80 user/month

4. Salesforce

Salesforce connects sales to service, marketing, and beyond — so you can find selling opportunities throughout your business.

What’s interesting about this tool: Salesforce gives you an accurate view of your entire business with comprehensive forecasts.

Pricing: Sales Cloud starting from $25 user/month

5. Pipedrive

Pipedrive is a sales management tool for small teams that visualizes your sales pipeline and helps to make sure important activities and conversations won’t get dropped.

What’s interesting about this tool: Pipedrive has completely redesigned the world of CRM from a bulky system to an easy-to-use solution.

Pricing: From $12.50 user/month for an essential package

6. WORKetc

WORKetc is a single cloud computing platform with integrated CRM, projects, billing, help desk, reporting, and collaboration capabilities.

What’s interesting about this tool: By integrating support cases directly inside all areas of WORKetc, you can ensure the customer is always looked after.

Pricing: From $78 user/month for two users

7. Insightly

What’s interesting about this tool: Insightly CRM is tailored for any level of experience – from first time CRM users to sales experts.

Pricing: From $29 month/user

8. Keap (formerly Infusionsoft)

Keap is a software designed specifically for small businesses that organizes your customer information and daily work in one place, freeing you up from repetitive tasks, so you have more time to focus on growing your business and delivering great service.

What’s interesting about this tool: With Smart Forms, you can collect the specific info you need right away when you add a new lead.

Pricing: From $79 per month

Read on: New Software Onboarding – The What, Why, and How

9. Freshdesk

Freshdesk combines customer relationship management with the automated help desk. This way, you’ll have more insight into your customers and can serve them the best.

What’s interesting about this tool: With Freshdesk, you can help your customers get instant answers by creating a knowledge base that is available whenever they need it.

Pricing: From $15 user/month

10. Zoho CRM

Zoho CRM helps to reach out to prospects at the right moment, engage with them across every channel, and close more deals the smarter way.

What’s interesting about this tool: Zoho CRM lets you turn routine tasks into contests and watch your salespeople compete to add the most notes or send the most emails.

Pricing: From $15 user/month

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