The best CRM software solutions work across your business, optimizing customer relationships and all your customer-related activities.
They serve as a hub for storing contact information, tracking multiple sales pipelines, assigning tasks to staff members, logging customer communications, and evaluating the performance of sales and marketing activities.
This enables someone on the sales team, for example, to scan a potential business card, create a follow-up task, log a phone call, send an email campaign, view recent social media posts, close a deal and position. enables tracking. project, all in one software solution.
In this article, we break down the main features and benefits of CRM software and outline the best solutions on the market.
Today’s Best CRM Deals for SMBs and Enterprises
Salesforce is our pick for medium-sized and enterprise businesses – from $25 per user/month (US link only)
Salesforce is the CRM software market-leader for good reason: It offers a comprehensive suite of customer relationship tools, excellent integration, and unmatched customization. Follow this link to know more.
FreshWorks CRM is our pick for small business – from $15 per user/month
FreshWorks offers a variety of CRM solutions that include sales, marketing and a customer helpdesk, and uses AI to aid with organization and lead-scoring. FreshWorks is intuitive, has a user-friendly interface and boasts of strong selling features.
What to Consider With CRM Software
The focus of each CRM software solution varies from project management tools to marketing automation to lead generation, so look for the specs that best suit your needs.
To help you make your decision, below we address some of the most frequently asked questions about CRM software.
CRM software helps you manage relationships with business prospects, close deals and make internal resources more productive. In practice, this enables you to do the following:
- Store data about your contacts including names, job titles, emails and phone numbers.
- Assign and track workflow tasks to sales teams, such as sending follow-up emails, writing business proposals, and tracking invoices.
- Analyze and improve the effectiveness of sales and marketing activities through generating custom reports, forecasting future revenue and anticipating sales bottlenecks.
CRM software equips you with tools that help you win new business. These include automated workflows, email templates, and campaign and performance reporting.
Without a CRM solution, you’ll be doing significant manual work to store, track, and interact with contacts, and the sales pipeline will be more sluggish without automation or reminders.
Many CRM solutions can integrate with software, including business intelligence programs such as Microsoft 365, Google Workspace, Slack, Mailchimp, and Microsoft Power BI.
Populating your CRM database with customer data from elsewhere becomes intuitive: Most providers allow imports from spreadsheets or contacts apps like Google Contacts.
How much does CRM software cost?
CRM software is usually priced as a monthly or annual subscription, with plans varying in feature complexity. Typically, the price quoted is per user, unless otherwise stated.
Many vendors offer unlimited free tiers, while paid plans range in functionality from Starter to Professional to Enterprise. Sometimes, add-ons come at an additional cost; For example, phone credit, premium support, or access to automated marketing tools.
The first paid tier in CRM software, which generally works well for small businesses, is charged between $8 per month to $29 per month on a yearly basis.
Mid-tier plans are suitable for growing businesses and cost between $20 and $75 per month. As a benchmark, Zoho CRM packs a competitive set of features into its affordable $23 monthly Business plan.
Finally, Enterprise or higher tiers are on the expensive side, offering customization options and a higher level of support: the range is $40 to $150 monthly, with HubSpot’s full CRM suite reaching up to $4,000 per month.
CRM software comparison
|crm software||Minimum Monthly Fee||free version||key features||Help|
|Freshworks CRM||$15/user||free plan; 21 day free trial||Deal Management AI; In-built calling tool||Phone and Email Support, Mon-Fri|
|insight||$29/user||free plan; two week trial||Database and workflow optimization; Powerful reporting integration||Email support only; Cost of premium phone and training support $1500/year|
|HubSpot CRM||$45/two users||free plan; 14-day free trial||Combined sales and marketing workflow; website usage analysis||Live chat, phone and online meeting support|
|apptivo||$8/user||free plan; 30 days free try||Native apps including invoice generator; Cloud storage up to 10GB||Live Chat, Email, Phone Support; 24/7 on Ultimate plans|
|Zoho CRM||$14/user||free plan; 15-day free trial||Lead generation through website scraping; Deal Management AI||Email Support, Mon-Fri|
|Salesforce (US Link)||$25/user||30 days free try||Sophisticated workflow automation; Enterprise App Development||Email Ticketing and Toll-Free Phone|
Explanation of CRM Features and Benefits
Liaison / Leadership Management
Storing and using potential details to nurture relationships is at the core of a CRM system. Integration with contact apps and social media accounts is a plus, maximizing lead information for sales teams.
When a sales opportunity occurs, the deal management feature helps increase productivity so your team can close the deal. This may include setting milestones, tasks and deadlines.
Automation can accomplish important tasks while saving time: for example, email templates can be set out to prospects when they reach a certain stage in the sales funnel.
Sending bulk emails to contacts can grow relationships and save sales teams a lot of time. You can usually store and personalize email templates and customize recipient groups.
call and email logs
Keeping track of customer communications in a centralized CRM platform removes the need to rely on human memory and ensures that teams are equipped with the latest information on the relationship.
A good CRM system helps you to collect new leads in a cost effective manner. This may involve inputting business card data through a mobile app and scraping the Internet for specific customer profiles.
If you have a growing sales team, being able to assign leads to staff members is key to making sure the best person is on the case, thus increasing your chances of closing deals.
Reporting and Analysis
Customizing and exporting reports on your sales and marketing activities helps you learn from successful deals and keep your focus on high-end prospects.
drag-and-drop sales pipeline
For manual changes to your pipeline activities, a Kanban-style board is a quick and easy way to update the status of various deals.
Integrating with other business software increases the information you have about contacts and can add new features such as email campaign management.
crm software review
Salesforce is a global leader in CRM with advanced, customizable functionality, user-friendly design, and excellent reporting tools.
The core CRM core is Salesforce Sales Cloud, which can be integrated with Marketing Cloud for email automation or with Einstein Analytics for AI-powered business intelligence. While the low-selling cloud tiers are comparable to Zoho CRM or Aptivo, it’s the enterprise features that justify the higher prices.
On top of pipeline management, call and email logs, and customizable contact management, Enterprise plans and up include advanced reporting and prediction, app development, complete sandboxes, sophisticated process automation, and external systems integration via Web Services APIs.
In use, Salesforce Sales Cloud is intuitive and focused on getting your leads on the line, but you can customize a significant portion of its interface to suit your team’s needs, from dashboards to reports and contact forms.
In larger organizations, app development and sandbox features can help teams be even more productive by customizing permissions and workflows across all regions, customer verticals and sales funnel stages.
Read our full Salesforce review.
FreshWorks CRM works best for small to medium businesses that prioritize ease of use over advanced customization.
Its desktop and mobile interface is highly intuitive, including quick access to contact records and communications, and drag-and-drop Kanban-style boards for sales pipeline management. Its intelligent assistant tool, Freddy’s AI, can also help suggest which deals to close and if you give it enough historical data to work.
Its main focus is on the productivity and deal closure of the sales team. You can integrate your email clients—including Microsoft Outlook and Gmail—into the software, so you can create email templates, send bulk emails to prospects, and log incoming and outgoing messages.
In addition, there is an in-built calling tool with a recording feature that automatically updates customer communication…