Majority of small businesses are affected by operational challenges such as sales decline, high client attrition, and misalignment between corporate revenue targets and sales person’s commission policies. Hence, using a client tracking and management tool becomes essential to streamline the entire business process. Top players in this niche offer affordable and effective all-in-one CRM systems that give small businesses operational superiority in all key areas. Let us review some of the most powerful and reasonable CRM software solutions that are in huge demand among small businesses and start-ups.
You can get started with ActiveCampaign for a little investment of $9 per month. The best thing about ActiveCampaign is that its price increases gradually with the growth of your business and contact list of customers. It can be called as the most popular and feasible CRM software that offers a comprehensive set of email marketing, marketing automation, and sales CRM features.
HubSpot is hard to beat as a leading CRM app. The best thing is you can use this CRM for free. It can create an impressive contact list and company profiles. It effectively tracks your deals, offers a single detailed dashboard, and controls the performance of your agents with keeping track of the company’s activities. Additionally, HubSpot CRM is one of the best integrated CRM platforms. It integrates with Microsoft Dynamics, Salesforce, Zapier, Shopify, and many other popular apps.
SuiteCRM is an open source CRM platform. It offers an extensive collection of robust and highly customized processes and features. Here, you can create your own templates and pipeline models that too, for free. Only certain complex customization options are chargeable. The open source feature lets you explore endless opportunities to modify the software source code according to your preferences.
4. Zoho CRM
Zoho offers both free and paid versions of its CRM platform, and the paid version is also very cost-effective i.e. $12 per month. The platform provides you with a robust set of email marketing, customer feedback, user tracking, and social media features. Automation features are available in the upgraded Professional ($20/month) and Enterprise ($35/month) versions. Zoho CRM Plus is another higher version that charges $50 per month for more complex features.
Insightly takes care of its customers from the first ‘hello’ to delivery and beyond. It is a modern customer relationship platform. It offers powerful CRM features and reporting procedure at very reasonable prices and so, it has been a favourite choice of small businesses. The paid version of the software start from $29 per month that is a bit higher than other similar options. Insightly’s Professional and Enterprise versions are available at $49 per month and $99 per month respectively.
6. Agile CRM
Agile CRM is an all-in-one, affordable and next-generation CRM that is trusted by more than 15,000+ customers. It is free up to 10 users and 1,000 contacts. Thus, you get plenty of opportunities to explore the platform and see how it suits your business. In terms of features, this version is quite limited. You will have to opt for the enterprise version of the software to acquire the automation features. The latest version: 63.3 of the software were released in June 13, 2019.
You can get very basic CRM functionality for free with MailChimp. GDPR compliant MailChimp CRM comes with built-in security tools. This platform gives more emphasis on email marketing process and connects you to 300+ integrations. The paid version of the software can be obtained at $10 per month, but for automation and segmentation features, you need to opt for a higher version charging $299 per month.
OnePageCRM works with a different approach to manage your customers. It reduces the complexity of the job providing a to-do-list. The company offers no free version of the software, but its entire pricing structure is as simple as paying $12 per month per user. Here you can add and manage an unlimited number of contacts and set up deals faster and smarter. It just takes 30 seconds to build and email quotes to the customers and prospects.
For small businesses, CapsuleCRM helps in making their customer relations simple. This CRM software is available in both free and paid versions. The free version is available up to 2 users and 250 contacts. The paid version of the software costs you $18 per month per user for up to 50,000 contacts. Contact management, task & calendar management, sales pipeline, and tracking users are some of the functional features of the software.
Apptivo is categorized among the most basic CRM software solutions, but it also offers some features that you get while using HubSpot and ActiveCampaign software programs. The basic version of the software is free up to three users. Though the software comes up with restrictions in its free version, the paid version is available at just $8 per month per user with pretty reasonable features of the software. Apptivo CRM is trusted by more than 200,000 organizations and has been gaining popularity for the power of its integrated software.
There are many more CRM software solutions available on the Internet that are most suitable for the start-ups and small businesses and are in huge market demand as well. But, you have to wisely choose one for the benefit of your business.
First, you should think if you need a Custom CRM system or a market-ready solution. When choosing between custom CRM and market-ready solution, you should consider the following things:
However, If you want a CRM system to perfectly fit your business-specific requirements, it’s better to build it from scratch. CRM software developers will include only those features that are really needed for reaching your goals. Instead, there will be a risk of paying too much for unnecessary functionality.
Surely, custom CRM development costs money. The more complex it is, the higher the price. The plus is that you pay once and that’s all. In the future, you will have to maintain your CRM system, perhaps—scale it. In the case of a market-ready solution, you choose a suitable subscription plan (6 months, 1 year, etc.) and start using it after making a payment.
When choosing between custom CRM development and a turnkey solution, take into account your plans for the future. Are you going to scale your business? Are you going to hire new people or extend your CRM system by adding new features? If yes, the creation of a custom CRM is more likely to suit your needs.
Customer Relationship Management is evolving as the most crucial tool for analyzing and strategizing data and interactions in the real estate sector, which helps the organizations to formulate their policies towards product development and customer retention. Since manual sorting of data is inefficient and inclined to misinterpretation, many of the big firms, across different sectors are now focusing on ways to automate their CRM activities and are investing quite heavily in CRM software.
Features of Real Estate CRM Software:
The Real Estate CRM Solution can be heavily customized based on the exact nature and requirements within the company. Some of the popular features of a Real Estate CRM Software include automation of the on-ground sales force, marketing campaigns and strategies, & customer contact center, use of location-based services, and sales forecasting and analytics.
Advantages of using CRM software for Real Estate:
A thoughtfully planned and meticulously integrated real estate CRM software offers varied benefits to a firm. Some of the remarkable ones are it saves time and effort, boosts revenue, can be scaled, and improvises social media marketing.
There are several Open Source Real Estate CRM Systems available in the market these days that can be completely customized and are free to use. The source code of this software are variable, which allows real estate businesses to effectively customize the software in terms of functionalities and application according to their specific requirements.
How To Choose the perfect Real Estate CRM Software?
Finding a CRM Software for your real estate business can be a huge task as there are various CRM software providers available in the market today. Consider the following points while picking the right CRM software for your Real Estate business:
1. Define your requirements:
Always make a clear and concise list of your requirements before looking for software providers in the market. The software you select should be industry-specific and also include features & tools that meet your business requirements.
2. Compare software providers:
A comparison across reliable real estate CRM providers is an essential part of finalizing a specific software as it saves a lot of capital investment. The companies should be selected based on their track record of providing excellent customer service, which proves them to be the right partner for your business.
3. Check Vendors reputation in the market:
Research and more research is the best way to find out the right CRM solution for your Real Estate business. This research can be conducted through any means, including the internet, enquiring from friends, colleagues, employees, and other contacts. The other best alternative is to partner up with a CRM consultant.
4. Consider the budget:
Before selecting a CRM software for your Real Estate business, you should be clear about the budget of ownership. Apart from software costs, there are various costs such as hardware, implementation, internal and external project resources, maintenance, integration, customization, training, support, updates, and much more. More customization, more cost.
5. Opt for Cloud CRM software:
As bringing data in and out of the cloud is increasing, most of the CRM software providers have made their presence felt in the cloud market with their offerings.
6. Take a Trial Run:
Most of the CRM providers offer a free trial so that users can test benefits, functionalities, and features before buying a real estate software. A free trial will help you get a clear picture of the deliverables of the solution.
Benefits of Real-Estate CRM in Lead Conversion:
The conversion rate of your sales panel is directly proportional to the way you manage your leads. Your business might have the best collection of properties, an agile sales team, and an innovative marketing team, but you can lose sales if you fail to nurture leads in the desired manner. A proper investment made in the best real estate CRM system assists the firm right from acquiring a lead to closing it with the right set of tools to manage contacts and clients.
Here is a list of few CRM software that can be utilized in Real Estate business:
As the name defines, Sell.Do is an exclusively designed CRM for real estate businesses and agents with a detailed understanding of the real estate business workflow and processes.
Propertybase provides all the listings and properties with images and docs and builds custom workflows to automate client communication without losing the personal touch.
RSquare is an exclusive real estate web application & mobile app for real estate agents that takes real estate brokers from ‘broking’ to ‘consulting.’
PlanPlus is an all-in-one centralized system for handling clients. It helps following up with leads, email marketing, and document management CRM software.
ConstroSoft is designed especially for builders, suppliers, contractors, and real estate firms.
B2BBricks provide customized websites and manage your real estate websites with the latest Property Management, Project & Booking Management, Email & Social Media Marketing, and Contract Management.
Wise Agent CRM is a real estate CRM that assists Realtors in automating their leads, responses, appointments, and transactions. With this CRM, users can generate more capital in less time.
8. DaeBuild Real Estate CRM:
DaeBuild Real Estate CRM is explicitly designed and customized for Real Estate Developers across India. Additionally, this software also helps in managing and automating various processes related to Leads, Sales, Customer Accounts, Documents, Brokers, Staff, and more.
9. Cratio Real Estate CRM Software
Cratio provides 3 Months Risk-Free CRM agreement with complete customization, dedicated support & 100% success guarantee. This CRM is designed especially for builders, property developers, & agents, and it comprises of lead portals integration, property master, mobile CRM, telecallers & agents.
IXACT Contact CRM software is a web-based Customer Relationship Management system that provides real estate CRM and marketing, Email Marketing, and Website solution for firms.
A large number of Real Estate CRM systems are available in the market, and it is essential to figure out which one best fits your business requirements. An ideal Real Estate CRM software should be easily customizable, easy to use, and possess rich features that aid the firms with sales, marketing, and data management.
Customer Relationship Management and Enterprise Resource Planning are the two software which are implemented by the businesses in their organization to upscale their profitability. These two software are utilized for different purposes; CRM is used to maintain a track of each detail of the company’s interaction with its clients, whereas the ERP is a complete unified package that manages the business processes of the entire organization.
These systems coincide in some aspects and can be easily integrated with other. However, it’s best for a business to first look at them as separate, independent systems as their core functionalities are entirely different. ERP and CRM each play a significant role in improving efficiency and increasing sales.
Customer Relationship Management (CRM)
CRM systems are built to record and store every piece of information taking place in the company regarding customer interactions. The data is unified and easily shared throughout the organization.
For instance, if an inside sales representative has a call with a prospect, he can enter new information like contact details and notes about the conversation.
Then, a marketing representative might utilize that information to customize a personalized newsletter.
With the right CRM system, organizations can organize and split every single aspect of the customer experience by simply putting down the record in the CRM system.
CRM systems increase the sales in the organization by creating sales projections, nurturing the prospect through the sales funnel, managing invoices and communication, and much more.
Thus, CRM boosts sales stats. Moreover, it provides accurate customer data which results in enhanced customer relations; boosting client retention rate.
The CRM offers several other features such as:
Find below ‘Industry Specific’ leading CRM software in the market:
1) Healthcare CRM - Salesforce Health Cloud
Salesforce Health Cloud gives an integrated view of the patient across every point of contact and helps connect with them through a single engagement platform. This CRM comprises of numerous physician referral sources and departments. Salesforce Health Cloud ensures that patients have access to the information and services in real-time. The best part is this CRM provides support to the patients through any channel inclusive of text, chat, emails, calls, and more.
2) Field Service CRM - Freshdesk Field Service
Freshdesk Field Service CRM is one of the best cloud-based multichannel help desk solutions as it provides excellent field support management functionality by collaborating with all support channels in one single hub. With the CRM, helpdesk agents and field technicians operate with automated and advanced tools to improve service efficiency. Freshdesk also provides an overview of the complete operation by reporting and analytics. This overview provides effortless manipulation of data and generates insights to create policies, actions, and strategies.
3) Real Estate CRM - Sell.Do CRM
Sell.Do is a Real Estate CRM exclusively designed for real estate agents. This platform enables end-to-end sales and marketing automation solutions to all kinds of property builders. Sell.Do CRM is designed with an in-depth understanding and knowledge of the real estate business workflow and its processes. Real estate CRM software allows agents and brokers to manage relationships between property owners, sellers, buyers, lenders, banks, brokers, and lawyers. This software also helps agents in tracking relationships; starting with finding, contacting, and at last closing real estate deals.
4) Nonprofit CRM - amoCRM
This CRM solution is explicitly designed for nonprofit and fundraising customers, and it is an ideal CRM that delivers the clients information with precision. The analytics, reporting, and automation capabilities by amoCRM provide full control of campaigns by monitoring every interaction with a personalized one-on-one dialogue.
5) Financial Services CRM - Envestnet
Envestnet, a CRM solution for financial advisors, comprises of the ability to automate monitoring, customize branding, and ensure compliance. This CRM also organizes contacts and provide insight into sales pipelines. Various banks, insurance & investment firms utilize this CRM.
Enterprise Resource Planning(ERP)
ERP software is built to streamline business operations. It can be integrated and implemented across multiple departments.
At its core, an ERP system offers interlinked management of individual business processes. Its users can obtain standardized information in real-time throughout every department. In case of issues, the software sends alerts to designated recipients.
With the assistance of an ERP system, a business can focus more on data and less on operations resulting in fewer errors and better decision making processes in the company.
The ERP offers several features such as:
Find below some of the leading ERP software in the market:
1) Oracle Netsuite
NetSuite is the leading cloud ERP solution that provides a single platform that streamlines all back-office processes, like accounting, CRM, and ecommerce. This ERP comprises of built-in business intelligence, reporting, and real-time visibility across a company. NetSuite authorizes businesses of all sizes and industries to upscale growth, reduce IT costs, and eliminate operational inefficiencies.
2) Tally.9 ERP
Tally.9 ERP provides an excellent solution to all the accounting ERP to compliance needs. This software best suits for all small, medium, and extensive business requirements.
Bitrix24 is a free online Cloud ERP that is ready to use in just 30 seconds. It also provides an on-premise version of Bitrix24 with open source code access that can be installed on the server as well.
Dynamics is a unified business management solution that automates financial, customer relationship, and supply chain processes.
5) Deltek Vision
Deltek Vision is a project-based solution which is a combination of project accounting, resource management, project management, time/expenses, and client management.
Fundamental differences between a CRM and an ERP software is explained below:
To conclude, both of these software aims at increasing the profitability of the company.
CRM assists businesses to maintain a long-term relationship with their clients by understanding their preferences and developing trust.
ERP combines various functional aspects of the businesses, enabling them to freely share information and communicate with each other through a single computerized system on a real-time basis.
To scale, organizations require a CRM to increase sales and profit; on the other hand, they also require an ERP to drive their business with accurate and precise inter-departmental data.
CRM drives sales, and an ERP assists in streamlining operations and minimizing overall costs. Hence, to take your business north both these software must be used in tandem.
Customers sometimes leave their regular sellers for different reasons. Their loyalty no longer depends alone on products and price, but also their experience and relationship with your brand.. If you do not have an appropriate CRM tool and still rely on some conventional methods of managing your clients, you will find it difficult to retain them.
Customer Relation Management Systems have the potential to be an extremely handy tool for marketing and sales teams. They transform the way businesses store their data, interact with their prospects and customers, and forecast growth. It also saves sales representatives from the headaches of collecting and analyzing data manually. So, it is always better relying on such an automated solution to manage your clients effectively and retain them for long.
If you are confused about what to choose between Zoho CRM and Salesforce CRM, then let us discuss them in detail.
Zoho CRM is the most recognized web-based CRM that involves lead and contact management, sales pipeline management, and purchase control at the core of its functionality. It works best whether you are an entrepreneur, a small or big business owner and want to automate your daily business activities. Zoho CRM integrates well with all popular applications such as Microsoft Outlook, QuickBooks, MailChimp, ConstantConnect, and GoogleApps, including its main Zoho productivity products. It also integrates well with cloud-based connectors like CloudWork and OneSaaS.
(Source: Zoho CRM )
· Zoho CRM facilitates real-time multichannel connection with prospects and customers utilizing email, phone, live chat, and social media.
· Zia – the artificial bot offers your business predictions on trends, conversions, anomalies, and deals closing. It automatically automates the recurring tasks for speeding up your sales cycle.
· The Zoho CRM software can customize standard modules and add functionalities with custom views, filters, and fields at any given time and language preferred.
· It measures the performance of every business activity and breaks the quotas into achievable targets using Zoho analytics, reports, and forecasts.
· ‘Blueprint’ option facilitates in efficient customer sales process management and automation.
· Real-time chats & feeds, centralized calendar, and repository to share sales collateral make conversions easier for the businesses.
· Its starter price is INR 500 per user per month.
Salesforce CRM is accredited as the world’s #1 CRM by its users, market experts, and the majority of established platforms and entities. It offers cloud-based CRM applications for marketing, sales, services, and various other sectors of small, midsize, and big businesses. The Salesforce App is developed to handle sales management, marketing automation, partner relationship management, and customer service responsibilities. The app helps the organizations to manage customer accounts, track sales leads, monitor and conduct marketing campaigns, and provide post-sale services.
(Source: Salesforce CRM )
· Salesforce CRM actively tracks and manages customer information.
· The software intelligently captures customer emails. It easily imports data from Gmail, Google Calendar, and Excel Spreadsheets, etc.
· The software comes with exceptional data import and export tools, integrated APIs, and partner applications to offer the best functionality.
· It is a reliable software that allows users to complete tasks quickly and allows administrators to customize the software for accommodating their unique processes.
· It contains standard report formats and the ability to create ad-hoc reports.
· It enables active sales revenue projection based on market analysis, surveys and trends, salesperson’s estimates, and historical sales data.
Now, let us compare Zoho CRM and Salesforce CRM based on different elements.
Zoho CRM vs Salesforce CRM: Pros and Cons
Zoho CRM vs Salesforce CRM: Comparison Chart
According to Forbes, CRM software made up nearly 25% of the entire enterprise software revenue market in 2018, where Salesforce dominated its competitors by obtaining a 19.5% market share. When it comes to CRM software, the two names strike immediately – Zoho and Salesforce.
If you are just starting out and want to save on cost, then Zoho can be a suitable option. But if you are looking for a highly advanced system with plenty of opportunities to scale, opt for the Salesforce. Salesforce price can vary based on your team size, use intent, and implementation needs.
Customer Relationship Management(CRM) is turning out to be the building block of industries, and it is data-driven, it makes lives more comfortable and better.
Sales management is still a burden with CRM software and consumes a lot of time and energy. Thus, sales automation implies a process that connects salespeople with potential customers and escalates the quest throughout the sales pipeline. The companies can focus on the growth of their brand by prioritizing customers while the sales automation takes care of the administrative task.
Listing out a few CRM software for sales automation that could be best for the evolution of a business.
1. HubSpot CRM
HubSpot customer relationship management software is developed for companies that desire to spend less time logging data. This software keeps all of the company’s contacts in a single centralized and customizable database. It handles the pipeline so that the organizations can keep deals favoring progress, and get all the information about a lead in one place. This process saves much time as the clients need not dig through the inbox to find information.
2. NetSuite CRM+
NetSuite CRM+ is a full, front-office solution that reveals a real-time, 360-degree view of its customers. This solution effectively integrates its client’s customer-focused activities with accounting, e-commerce, warehousing, and shipping applications. This process supports the company’s entire sales process, and customer life cycle initiating from a lead and advancing through opportunity, sales order, fulfillment, renewal, upsell, cross-sell, and support.
3. Zoho CRM
Zoho CRM authorizes small to large-sized organizations with an overall customer relationship lifecycle management solution for handling company-wide Sales, Marketing, Customer Support & Service, and Inventory Management in a single business system.
amoCRM is the first messaging-powered CRM in the world. This CRM provides multi-channel communication that allows chat through messengers, emails, and calls from a single app. The companies get the benefit of personalized one-on-one interaction with their customers. The managers of the company even appreciate the powerful analytics, reporting, and automation tools offered by amoCRM. Thus, this CRM is a perfect messenger-based sales solution for entrepreneurs and small businesses.
5. Vtiger CRM
Sales experts in more than 300,000 companies consider Vtiger as a user-friendly and tailored CRM to upscale business revenue and sales performance. Vtiger validates all stages of the sales process from helping its clients to capture & identify top leads, fosters deals via automated email & SMS campaigns, collaborate with teammates, analyze & forecast revenue, streamline meetings, spot deals at risk, manage proposals & quotes, and ultimately win more contracts.
6. Freshsales CRM
Freshsales is a CRM software by Freshworks that makes it easy for businesses of all sizes to attract, manage, close, and nurture their leads. Freshsales comes with a highly intuitive UI and a robust feature set. The feature-set comprises of built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automation, and customizable visual reports, and dashboards. Freshsales CRM provides businesses with everything they require to manage their sales without having to handle multiple tools.
More than 3.5 million organizations across the globe utilize Bitrix24 as the leading free online CRM software as it is available in 12 different languages. Bitrix24 is available in the cloud or on-premise with open source code access. This CRM provides unlimited leads, deals, contacts, organizations, quotes, invoices, and appointment schedules. The free plan of Bitrix24 also comes with email marketing and telephony. Advanced versions of this CRM comprises of sales and marketing automation, bulk SMS, campaign management, and support for multiple pipelines.
8. ManageEngine SupportCenter Plus CRM
ManageEngine SupportCenter Plus CRM is a web-based, ITIL-ready support software. This CRM is designed for IT companies providing IT support to their clients. This CRM serves as a common platform for all customer service management requirements. It also provides its users the ability to track, manage, and resolve help desk tickets efficiently. SupportCenter Plus CRM delivers prompt customer support that takes customer satisfaction to an entirely new level.
9. Salesmate CRM
Organizations utilize Salesmate as it helps in closing deals faster. This CRM offers easy to use interface and automated workflows, which lets the sales team focus on the right deals at the right time. While working with Salesmate CRM, the clients never miss a beat and start closing deals more often.
10. Accelo CRM
Accelo CRM provides the easiest way to maintain all sales-related communication in one place for small to medium-sized businesses. This CRM provides your team with automatic tracking and sharing of contacts. Accelo also connects emails, attachments, appointments, notes, and custom fields to accurately view the lead's entire sales journey at a centralized platform. This smart technology platform provides robust sales forecasting and insights from anywhere and on any device.
A proper customer relationship management (CRM) solution comprises sales automation features that can significantly impact your organization’s online productivity and facilitates your sales reps to expand. These softwares provide the best services and can help save lots of time and effort.