Top 5 CRM Software - Customer Relationship Management
Open source CRM software is a great fit for technically inclined companies that . 15 minutes per user, per month, of call tracking; Email scheduling and create reminders to call or contact via email/text/mail/in person etc. Furthermore, it shows the growth of cloud deployments in the CRM industry What are the 15 best CRM software systems for enterprises?. Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with Sales Enablement + Marketing Automation + Customer Service 15 Nov, How to send text messages from your CRM.
Here is our list of top 5 CRM solutions that businesses can start with.
Freshdesk Freshdesk is a customer support and helpdesk solution founded in and based in California, USA. It helps companies manage their customer relationship through a social helpdesk, knowledge base, and community engagement.
Since its launch, it is now being used by over 80, businesses and organizations all over the world. Some of its features are a ticketing system, multi-channel conversation support, automation tools, customizations that are easy to apply, and others. Learn more about Freshdesk 2. Insightly Insightly is another web-based CRM software with project management tools. With its powerful and constantly updated features, users are able to organize and manage contacts, as well as link address books, tasks, leads and email together.
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 freemium plan, mobile support and many 3rd party integrations. Learn more about Insightly 3. It helps teams simplify their process, provide information the way they want to use it, and ultimately show insights that are useful for the business. Multiple channel is supported no matter where customers are.
It also has analytics, reporting, automation, and allows for customization. Another advantage is the availability of a great number of add-ons and integrations, including other Zoho apps and 3rd party products in various categories such as sales, marketing, business productivity, customer service, social media and a lot more.
Learn more about Zoho CRM 4. It has a variety of products for companies of different sizes and for specific industries. It helps teams boost their sales, close deals, manage leads and boost productivity. Salesforce is an integrated CRM solution that covers sales force automation, customer service, marketing, campaign management and more. Capsule understands that, and makes your contact lists front-and-center. You can organize everyone into lists that represent their relationships to each other and your company.
Then, you can dive in and see how recently you've gotten in touch with each person, with your last interaction at the top of the page. It's a unique twist on a contact CRM that gives you a bit more power and automation.
Solve Everyone needs to track different things in their CRM, and use that data in different ways. Solvewell, solves that problem by being deeply customizable, with custom fields, tags, activity templates, and more that let you use it the way that works best for your team. In Gmail, it'll show your contact info below your emails so there's space for all the info.
It then integrates with Google Sheets so you can make custom reports directly in a spreadsheet with your raw data. You can even mail merge and make personalized documents using Google Docs. Nimble Staying in touch today means using social networks, collaborating on shared calendars, and emailing more than most of us want.
Nimble pulls all of that in, automatically creating rich contact cards with your conversations from everywhere. It'll then smartly tell you who's the most promising and which people you should followup with today, along with your normal calendar appointments and more.
Then, it's also rather good at leads and deals, with a Kanban-style layout to help you lead your leads through your sales process. It's everything in one place, and it's smart enough to help that not feel overwhelming. Best of all, there's only one plan, so you'll never have to worry about needing to upgrade. Batchbook Many CRMs integrate with your email apps, and some even surface social media accounts and add contact info from them.
Batchbook goes further by being fully integrated into Hootsuite. You can connect with dozens of social networks in Hootsuite, and see your CRM data right alongside from Batchbook. Batchbook has another way it's more social: That makes its upfront price look higher, but since every other CRM on this list charges based on the number of users, it'll likely work out far cheaper if you have a large team.
It shows the names of the people you interact with most frequently, along with your most recent conversations. It's just not very smart, so it won't surface conversations you should follow up or promising leads.
That's why there's conversational CRMs. They'll live close to your email conversations, helping you know what's been said and when you should reply again. If you're having trouble keeping up with the conversations with your partners, and perhaps have multiple people that might jump in on a conversation at any time, a conversational CRM might be what your team needs.
They're especially great for tracking partners, building stories in newsrooms, and other more conversational processes. Nutshell CRMs shouldn't make you do all the work. You shouldn't have to copy in contacts manually and keep their profiles updated. Nutshell does that for you. It'll pull in your Gmail conversations and show you what needs your attention today, and then will also show extra info about your contacts like the current weather and time in their location and their Twitter profile info.
That'll help you know what to say the next time your reach out. Nutshell also helps you stay on top of your sales process, with a kanban board-style sales process that lets you drag deals through their stages as they progress towards a sale.
With its detailed dashboard, it'll help you know exactly how your business is going—along with the tiny details that will help you make a personal connection with each contact. Streak Since your email inbox is already a CRM of sorts—one that sorts your conversations by how recently you've received them—the simplest CRM could be a shared email inbox. That's what Streak gives you, along with a handful of Gmail power features.
With Streak, you can share email conversations with your colleagues inside Gmail, organize messages in pipelines, and add notes to conversations that your whole team can see. It's customizable, so you can use it for a wide variety of email uses from CRM to support.
There's also tools to remind you of important messages, or delay sending emails until a specific time, which are handy extras to have in your email inbox aside from CRM features. Contactually Yes, its name starts with "contact", but Contactually is actually a great app for conversations. It's built around email, with customizable email templates to help you quickly send emails, and bulk mailing to personalize emails even if you send them all at once.
Then, its dashboard is organized based on who you need to contact again, based on your last emails. You can followup via email right from the app, and rate your performance based on how well you've stayed in touch. This is an app designed just to ensure your conversations keep going.
SalesforceIQ What if you had an assistant who read your entire team's emails, found the conversations from contacts that were most important, and shared them with everyone who needs to know about those conversations?
SalesforceIQ has perhaps the most unique UI of any CRM in this list, and rather than being filled with customizable database fields, it's just focused on your conversations. You add your email accounts, select conversations you'd like to share, and collaborate on them with your team.
It'll pull conversations from all contacts at the same company together, so you'll get an overview of your team's relationship with that company. It's built around phone integration.
You can make sales calls right from the web app, logging, recording, and even transferring them to other sales agents right from the app. Whenever someone calls your company, you'll see their contact data complete with your previous conversations automatically.
Even in reports and individual contact views, Close. If you want the quickest way to get in touch, and do more of your work over the phone rather than in email, Close. Leads and Deals Salespeople made CRMs a popular category of apps, since they could track the people who potentially might buy the product and then make sure you follow up until you actually close the sale. Their basic idea isn't so different from the contacts CRMs, as you're still using them to track people.
The only difference is, these apps are designed around moving contacts through a sales process, where they start out as a lead that potentially might buy your product and turn into a deal. It's a brand new CRM app from the team that's best known for marketing automation tools—you can use it alongside its professional marketing services, or you can just use the CRM on its own for free.
And it's a very nice CRM, too. Add a company's domain name, and it'll pull in any relevant info from the web and your email inbox. You can drag and drop fields to the order you want them, and rearrange the deal lists to look the way you like. It's a flexible CRM that's smart enough to help you in your work, and it won't cost you a dime. Free; premium features and upgrade to full the HubSpot marketing suite available For a deeper look at features and pricing, see our HubSpot CRM review.
ClinchPad Just adding your contacts to many CRM apps can be overwhelming with so many fields to fill out. ClinchPad tries to keep things simple by just asking for the most basic details with your contacts and leads. You'll only need to add a name and email for your contacts, and can create leads just by typing in a name for the lead on your dashboard. Then, you can organize your leads on a kanban-style board, and have ClinchPad automatically add tasks to your leads each time you move them through another sales stage.
It'll then show you list of everything you need to do, along with a report of all the tasks you've finished, to keep you on track. Pipedrive Some apps show just one thing, while others give you some overviews of your sales process with a Kanban board. Pipedrive shows you everything in easy-to-view boards that let you see what's going on in your CRM at a glance, no matter which part of the app you're using.
You'll see your deals in a sales pipeline, one that you can filter down to see just want you need.
Then, you can see a Timeline view of how your deals have progressed, an easy way to see an accurate sales forecast for the months ahead. And when it's time to check your monthly reports, you'll find they use your same sales pipes to show how you've been productive.
ProsperWorks Just because you're tracking leads and deals doesn't mean you can't also keep up with your contacts and conversations. ProsperWorks has a nice blend of all three with its deep Gmail integration that makes it simple to get all of your CRM info automatically entered.
Small Business CRM Software
ProsperWorks will watch Gmail for new contacts and let you easily turn them into leads. You'll then be able to see all of your conversations in one place, turn them into opportunities, and move the opportunities through your sales process on a Kanban-style board. Zoho CRM Zoho's suite of apps includes everything from word processing and spreadsheet apps to a hosted email service and accounting apps. There's also Zoho CRM in the mix, an app that's reasonably priced while providing many of the features you'd expect from an advanced CRM.
You can capture leads from forms on your site or Facebook page, automate your workflow to bring those leads through your sales funnel, and use the Pulse and Forecasting tools to know what's most promising. You can then use its integration with Zoho to mail merge documents from your contacts, email them and start video conferences from the app, and more.
Best Small Business CRM Software - Reviews & Pricing
Plus, you can extend it with custom modules to make it the CRM that works just like you want. Base The majority of CRMs show everything at once: With Basethat's simplified down to just what you need to do next. You'll look at a step of your deal process, and just see that one step and a bar for the next step so you can drag deals directly to their next stage.
It's not just the workflows that Base simplifies. It also simplifies your contact info, showing truncated views of your recent conversations, notes, and calls on a page that's easy to scan at a glance. You can log calls and record them, right alongside the emails and notes you'd track otherwise.
It'll be the one place for all of your communications, even if those are over the phone.
The 25 Best CRM Apps for Every Business - The Ultimate Guide to CRM Apps | Zapier
PipelineDeals When you start your work day, you need to see what needs to be done today. Many CRMs show the most important conversations or leads that need contacted, but PipelineDeals shows everything right on the dashboard. You'll see your team's latest activities, the tasks that are due most urgently, along with charts about your current deals and their progress.
And, you'll get a daily email that summarizes what's going on, so you'll be ready for the day as soon as you check your email.
Then, PipelineDeals makes it easy to find the lead or task you need, with a simple sentence style sort field that lets you write naturally what you're looking for.
It'll help cut through the clutter, too, in addition to showing you the big picture. Pipeliner It's easy enough to link contacts together and list the stages of your deals, but it's another thing to see it all in action visually. Pipeliner turns every part of your CRM into graphics, so you can see how your contacts and deals go together.
You'll organize your leads and deals on a Kanban-style board, then link your contacts into groups in a mindmap-style editor so you can see how everyone's linked. Then, there's native Mac and PC apps for Pipeliner, so you can take your work offline, too, if you can't always work online.