CRM software is for when your business is starting to grow. You’ll have a hard time being organized and keeping on track. Well, that’s the problem for most business owners. We have a lot of things to focus on and we sometimes forget about keeping organized. But, what comes first is our customers.

When starting up, you’ll have only a few customers – making it easier to retain their information.

As your business starts growing, so does the volume of your customers. You’ll have a harder time keeping and remembering their details and information. That’s where Customer Relationship Management (CRM) comes in providing and retaining vital information about your customers and clients.

What is Customer Relationship Management (CRM?)

 

Managing all your clients and their information can be a headache if its not organized. CRMs to the rescue! But which ones are the best?

 

 

CRMs are used to manage, track and analyze all customers interaction. We operate within a global economy that buys, sells and communicates in countless ways. With the help of CRM, your customer engagement will be simplified, centralized and secure. The better a business can manage the relationships it has with its customers the more successful it will become. 

The better the relationship, the easier it is to conduct business and generate revenue.

Some see CRM as a tool but others see it as a strategy and an asset. Whatever business you’re running, CRM will make life easier. CRM is not just the application of technology but a strategy to learn more about customers’ needs and behaviors in order to develop stronger relationships.

Now you’ve learned about what is CRM, you might have a hard time choosing the perfect CRM software for your needs so let us help you out!


HubSpot CRM

Known as a reliable marketing software that attract visitors, convert leads and close customers. HubSpot offers CRM software to help you track and organize all the details for your customer. HubSpot will help you create company profiles for your contacts and organize details from your customers’ communication with you.

It effectively assigns and tracks your deals, controls the performance of your agents, and offers a dashboard where all team members can keep track of the company’s activities.

Beginners and mid-market companies will also appreciate the fact that HubSpot CRM is currently a certified, premier Google partner, and is a solution that suits well all niches and industries. HubSpot offers clear and understandable tools and features and it is extremely easy to use. You can always ask its support team for assistance or you can find online.

Insightly

Insightly is another web-based CRM software with project management tools. With its frequently updated features, users are able to organize and manage contacts, as well as link address books, tasks, leads and email together.

Among its main features are contact management, pipeline management, and task management to help you get sales visibility, an overview of your business, track your deliveries to customers, improve customer communication, collaboration within the organization and increase productivity.

The built-in PM features enable users to manage tasks and associate them with milestones, projects, and progress. It can generate reports based on opportunities and activities. Insightly also has versatile dashboards and secured infrastructure to protect the privacy of data, users, and availability of service.

It offers a free plan, mobile support, and many 3rd party integrations.

InfusionSoft

Infusionsoft is a cloud CRM, sales, and marketing software for small businesses. Allows you to have consistent brand messaging throughout all your campaigns and personalized customer experiences. 

Some of its features include contact management, list management, and segmentation. It also has a calendar, task management, lead scoring and email integration. Users of the software are able to gain more leads, improve conversation rates, and provide customers with a seamless online shopping experience.

Infusionsoft combines everything your company needs—contact management, CRM, marketing automation and e-commerce—into a single, efficient online system. 

PipeDrive

Pipedrive, web-based Sales CRM/pipeline management solution enabling businesses to plan their sales activities and monitor deals. Most sales teams love it at first sight, and this has a lot to do with the app being well optimized.

You can also easily integrate it with Google apps and other popular third-party business systems.

The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Salesforce

The Salesforce cloud is an on-demand CRM suite offering applications for small, midsize and enterprise organizations. It has a focus on sales and support. As a CRM, the software  tracks all customer information and interactions.

The Lead Management, Marketing Automation, Sales Data, and Partner Management apps let you follow these leads until they are ready for conversion. The software can also increase the sales team’s productivity whether they’re on location, at the office, or in cyberspace.

It’s got the mobile app for Android and iOS featuring real-time data from dashboards and custom reports, plus a Feed First feature that lets you at once see the most important information based on your settings.

To give you more flexibility, Salesforce Sales Cloud integrates with external business solutions, such as Desk.com, Team Support, Lead Exec, FinancialForce ERP, Ambassador, Zuora, Zendesk, and other major CRM, sales, and accounting solutions.

 

Stay tuned for a full list that compares every single one you can think of – or can’t think of!!

 

For more ideas on software to get organized in your business and save more time check out our other business articles: The Top 5 Reliable and Affordable Domain Hosting Sites and The Ultimate List of 40+ Social Media Scheduling Tools.

 

-The VaRue Team