As a business owner, you probably know that Customer Relationship Management (CRM) software is one of the best ways for small and mid-sized businesses and companies to manage relationships with their customers and prospects.
Businesses, regardless of industry or size, can’t survive without customers. This is why companies that would like to be successful and profitable have to find an effective and efficient way to develop and maintain customer relationships.
There is no doubt that one of the most effective ways to improve your customer relationships is to implement the right CRM software. Did you know that CRM software improves efficiency in your daily business operations by closely monitoring how you interact with all your customers, managing tasks, and making crucial data easily accessible?
What is CRM software?
We can define Customer Relationship Management as the process of managing customer relations in your business. However, it is worth noting that CRM can also stand for an approach, a mindset, or a software solution.
You will be happy to know that the CRM software is excellent as it oversees how your customers interact with your company and makes sure that you perform all customer relationship activities smoothly and efficiently.
Note that CRM applications also track customer data through several channels. After tracking, this data is filtered by the CRM software and converted to detailed and comprehensive information in order to improve and enhance customer targeting and understand their buying patterns.
Keep in mind that CRM software was designed and developed to make the important process of customer management more straightforward and less time-consuming for businesses.
Top 5 CRM Systems- Our Picks
The right CRM system helps improve customer service and helps develop suitable sales strategies based on customer data it accumulates. It also centralizes customer information so that all sales agents or reps are on the same page.
If you are not sure which CRM software is right for you, we have you covered.
1. HubSpot CRM
Note that HubSpot CRM is an excellent CRM that supports an unlimited number of users. The software can scale as your business grows, which is impressive.
HubSpot comprises Sales Hub, Marketing Hub, Service Hub, and a simple and powerful CRM that gives companies and small businesses the tools they need to grow better.
This CRM offers many features for your sales team and marketing department in an all-in-one solution that is simple to set up and use.
- Create and share quotes
- List segmentation
- Interactive reporting dashboards, including sales rep productivity insights
- Easy email integration with Gmail and Google Workspace
Salesforce is one of the most popular CRM software and connects sales to customer service and marketing so that you can identify selling opportunities throughout your business. Did you know that Salesforce provides the broadest range of features and functionalities that go beyond the scope of standard CRM platforms?
Note that the vast array of unique features that come with Salesforce are AI integration and an intuitive mobile-friendly platform. And that is not all; as it is a cloud-based platform, Salesforce is also very scalable, providing a platform for flexible growth and timely upgrade.
- Sales collaboration
- Contact management
- Lead management
- Sales forecasting
- Email integration
Note that Keap (formerly Infusionsoft) is a reliable cloud-based marketing and sales solution. Keap offers customer relationship management, e-commerce functionalities, and marketing automation, in a single suite. There is no doubt that it is an excellent solution for busy entrepreneurs and small business owners who need a turnkey CRM that is simple to set up and maintain.
You will be happy to know that Keap offers 4 plans of CRM service. Did you know that all plans start with 500 contacts for each user? You can add additional contacts to your plan for a slightly higher monthly fee.
And Keap’s migration team is helpful and will help you move all your company’s existing data from any popular CRM into Keap for free.
- Automated marketing campaigns
- Sales automation
- Contact management
The unique thing about Pipedrive is that it is the first CRM platform developed carefully from a salesperson’s point of view. Keep in mind that Pipedrive engineers developed a robust platform that helps salespeople and sales reps focus on learning as well as repeating their most effective and efficient process to close deals. Did you know that Pipedrive is ideal for small teams with lengthy or intricate sales processes?
You will also like the visualization tools as they provide a comprehensive overview of the complete sales process from start to finish. And the intuitive and friendly user interface of Pipedrive will also cut down the need to train your employees to use this tool effectively.
- Email integration and tracking
- Contact history
- Goal setting and reporting
- Simple Google apps integration
5. Zoho CRM
Note that Zoho CRM is an online CRM software platform for managing your sales and marketing. Zoho CRM, an industry veteran, helps you reach out to your prospects at the right moment and engage with them effectively across multiple channels.
This allows you to close more deals. Zoho CRM has excellent features, such as an inbuilt AI sales assistant and sales pipeline management.
- SalesIQ for sales intelligence and visitor tracking
- Email integration for a quick overview
These were our picks of the top CRM solutions of 2021. Note that each of these CRMs is robust, unique, and feature-rich.