Best CRM Software
Are you looking for CRM software for your business? Here is a list of the best customer relationship management systems that GoodFirms' research team exclusively handpicked. This simple, easy-to-use listing will assist you in selecting the most suitable CRM system for your projects. CRM software manages sales leads, email campaigns, customer analytics, deal forecasts, and other tasks. Explore the list of the best customer relationship management software, easily compare products, and check the features and pricing. Also, check the verified user reviews for the CRM system listed here.
List of Top CRM Software & Best Customer Relationship Management Systems
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Adpoint CRM provides you with everything you need to achieve unprecedented business growth. Thanks to its unique, media-specific functionality, this industry-leading tool opens up a world of sales opportunities beyond the day-to-day. We help media companies increase revenue through software tools that increase efficiency and reduce costs. We are proud to call some of the worlds most pioneering med ... read more about Adpoint CRM
Entry Level PriceContact vendorFree TrialN/ACategory Focus33% in CRM Software -
ActionWare is a total Relationship Management system for the iSeries (AS/400) designed to give you quick access to all the information you need about the people you deal with. This lets you easily manage all your contacts whether by telephone, letter, email or fax. ActionWare is designed for customers in any industry who have the need to manage a database of Contacts and Activities for:* Prospecti ... read more about ActionWare
Entry Level PriceContact vendorFree TrialN/ACategory Focus33% in CRM Software -
ClearCRM
Assists businesses with contact management, lead tracking, sales force automation, emails, and more.A fully customizable web-enabled customer relationship management CRM solution that provides simple and affordable contact management, salesforce automation, issue tracking and lead tracking. The ClearCRM application includes the features to meet all of your CRM requirements in a single tool. This powerful CRM solution is designed to easily integrate data from your web site, external database and ... read more about ClearCRM
Entry Level Price$178 One-timeFree TrialN/ACategory Focus33% in CRM Software -
VMobile is an insanely great CRM solution that enables people within your company to organize, track, access and share detailed contact and customer information. Get things done .....in the office, on the web at home or on ANY mobile device on the road. Designed for businesses of all sizes in finance, manufacturing, advertising, education, and other industries, it is a CRM tool that provides oppor ... read more about VMobile CRM
Entry Level PriceContact vendorFree TrialN/ACategory Focus50% in CRM Software -
The Sales Ally CRM client relationship management and office activity tracking PC software system provides all the resources you need to help manage prospecting, new business development, client relationships, activity tracking and so much more. Take advantage of our CRM experience and give your business process a wake up jolt. Sales Ally adds hours of productivity to your day. Designed for the pe ... read more about Ally CRM
Entry Level PriceContact vendorFree TrialN/ACategory Focus33% in CRM Software -
Indition
SALES TEAM CRM MADE EASY Find, Nurture, & Engage With Your Clients. Sell Smarter With Indition.Indition lets you work as a team. View all of your teams past touch-points with a potential customer before sitting down with them to close the deal. Indition Sales CRM allows you to store notes, log calls and emails, and view related tasks for both the company and personal contacts ... read more about Indition
Entry Level Price$30 Per MonthFree TrialN/ACategory Focus20% in CRM Software -
commBRIDGE CRM
A new commBRIDGE CRM for Sales version 4.0 Mobile Apps for efficiently managing leads.Designed for small to midsize businesses in service-based industries, it is a CRM solution that helps businesses with interaction tracking, forecasting, and more. ... read more about commBRIDGE CRM
Entry Level PriceContact vendorFree TrialN/ACategory Focus50% in CRM Software -
CRM tool that helps businesses streamline sales processes through lead management, email marketing campaigns, reporting, and more. Users can log on to DoCRM from any Internet enabled computer in the world. Users can work off-line and then synch data when back at the office or have access to the Internet. If needed, we will assist in your set-up. No need to maintain individual applications on end-u ... read more about DoCRM
Entry Level PriceContact vendorFree TrialN/ACategory Focus50% in CRM Software -
Web-based CRM solution that enables service management, sales force automation, campaign management, follow-up process customization. Integrated web analytics ensures that you have critical website information at your fingertips. Who is visiting, what is attracting visitors and what’s not. Quickly find out what works best at the time of the year and deliver that, with izmoweb dealer websites and ... read more about iCRM
Entry Level PriceContact vendorFree TrialN/ACategory Focus25% in CRM Software -
Lead generation, lead nurturing, CRM, landing page and real-time customer chat system that overlays on any website. ... read more about MIYN
Entry Level PriceContact vendorFree Trial14 DaysCategory Focus25% in CRM Software -
SalesGrow CRM is a fully customizable Customer Relationship Management (CRM) software for managing your customer relations in a better way. SalesGrow CRM software helps to simplify your organization methodology marketing, sales tracking, inventory system and customer support functions in a one software system. SalesGrow CRM is one of the best CRM software which is designed for any industry small, ... read more about SalesGrow
Entry Level PriceFree versionFree TrialAvailableCategory Focus50% in CRM Software -
With Freshsales CRM, businesses can attract, engage, close, and nurture their leads. You no longer need a CRM and five other tools to run your business, just Freshsales CRM will do. Top-rated sales CRM for your business. Freshsales (formerly Freshworks CRM) gives you everything you need to have personalized conversations and maximize conversions. Leverage the power of AI to forecast sales, qualify ... read more about FreshWorks
Entry Level PriceFree versionFree TrialAvailableCategory Focus34% in CRM Software -
SendPulse is a multichannel marketing automation platform with tools to help marketers build a seamless and coherent promotion strategy for their brand. The toolset consists of lead generation and nurturing tools like marketing emails, SMS, web push notifications as well as Chatbots for Facebook Messenger and Telegram. SendPulse is an email marketing platform with additional channels: SMS, web pus ... read more about SendPulse
Entry Level Price$6.4 Per MonthFree TrialN/ACategory Focus25% in CRM Software -
Improve your moving company efficiency with the right moving leads software. All you need to do is to schedule a demo and try the CRM for free. You can choose your favorite price package from three different monthly pricing plans we offer. We come from the moving industry and understand its complexity. That is why we committed ourselves to create a software solution to help you organize the busine ... read more about MoversTech CRM
Entry Level Price$90 Per MonthFree TrialN/ACategory Focus25% in CRM Software -
Grow every part of your business, monitor and manage everything from sales leads to support tickets, and from channel marketing to email campaigns all from any desktop or device using our cloud-based software. We have everything you need to organize, track, and nurture your leads and customers. Free CRM software automates the tasks salespeople dislike and makes it easy for everyone. The best way t ... read more about FreeCRM
Entry Level PriceFree versionFree TrialAvailableCategory Focus25% in CRM Software -
Whether as a sponsor, CRO or SMO BSI life sciences software covers your specific processes and features. Plan and manage all aspects of your clinical trials, like patient engagement, clinical trial management (CTMS), trial master file (eTMF), study start-up, and trial supply management (RTSM) with the clinical software solutions from BSI. Regardless of whether you need a completely new system or w ... read more about BSI CTMS
Entry Level PriceContact vendorFree TrialN/ACategory Focus20% in CRM Software -
User.com is an all in one Marketing Automation platform that helps turn visitors into happy customers with a range of tools, from visitor tracking, CRM, to email marketing. Connect with your customers and deliver consistent communication. ... read more about User.com
Entry Level PriceContact vendorFree TrialN/ACategory Focus20% in CRM Software -
Pulse Technology provides a platform for business owners and franchise systems to run their business smoothly. You’ll be able to keep things organized with our easy to use CRM (customer relationship management) system. Track all of your communication history for your customers and prospects. Your email and text message communication, notes, tasks, and appointments, etc. will be all stored in one ... read more about Pulse Technology
Entry Level Price$49 Per MonthFree TrialN/ACategory Focus16% in CRM Software -
Change is an essential part of the Vonage DNA. Our original business brought VoIP to families and small businesses. And now we’re making communications more flexible, intelligent, and personal to help enterprises the world over stay ahead. We've brought leaders in unified communications, contact centers, and communications APIs all under one roof. Together, we’ve created the world’s most fle ... read more about Vonage Communications
Entry Level PriceContact vendorFree TrialN/ACategory Focus25% in CRM Software -
OleaERP is integrated ERP/CRM software designed for all size of companies managing their entire business from Supply Chain Management, Customer-Driven MRP, Advance Production & detailed scheduling, Sales & Distribution, CRM, Finance & Accounting, Purchasing & Inventory, Warehouse, HR& Payroll, Project management, and Reports/Analytics and along with vast Industry Specific Solution packages. OleaER ... read more about OleaERP
Entry Level Price$20 Per MonthFree TrialN/ACategory Focus33% in CRM Software -
ERP-ONE
Comprehensive, end-to-end software streamlines critical wholesale and distribution processes.Distribution One provides comprehensive enterprise business software for Wholesalers and Distributors. ERP-ONE+, the full-function 64-bit software suite, offers ease of navigation and data access, the ability to tailor the basic system to meet customers' needs for rapid installation, and the flexibility and reliability of Cloud-enhanced ERP deployment. ERP-ONE+ includes Order Entry, Inventory Mana ... read more about ERP-ONE
Entry Level PriceContact vendorFree TrialN/ACategory Focus10% in CRM Software -
Agiled is a business and work management platform that helps users manage their business in one place. Agiled offers CRM, HRM, Financial Management, Projects, and Task Management, Contracts, and Professional Proposals. Agiled comes with many native Integrations along with Zapier Integration, Integromate Integration, API, and Custom Webhooks. ... read more about Agiled
Entry Level Price$7.99 Per MonthFree TrialN/ACategory Focus34% in CRM Software -
Manage customers, sales pipelines, help desk tickets, activities, invoices, contracts, projects, tasks, files, notes, and more using a single app. Manage companies and contacts. Manage customer tickets. Track deals on pipelines. Manage contracts related to your business. Manage your company’s IT assets. Send Professional invoices to your customers by leveraging existing CRM data. Send profession ... read more about Axsar Sales CRM
Entry Level PriceContact vendorFree Trial14 DaysCategory Focus100% in CRM Software -
EasyNow enables your team to work in an organized manner for higher productivity & profits. Let your sales team work efficiently and close deals faster. Easy to Use CRM for complete sales control. Our customers have seen major growth with our top Mobile App features. Our products are crafted with business strategies to help you run your business effectively. Our customers have seen major growth w ... read more about EasyNow
Entry Level Price$24.16 Per MonthFree Trial14 DaysCategory Focus25% in CRM Software -
MindQube Sales is the tool you need to increase your business. Visualize the traceability of your operations intuitively through graphical interfaces, MindQube Sales earns your trust and does not disappoint you. Design your sales plan, and establish indicators to evaluate your results and make corrections in advance, avoid failures in your projections. See the reflection of the reality of the busi ... read more about MindQube
Entry Level PriceContact vendorFree TrialN/ACategory Focus50% in CRM Software -
Manage Your Company Online (MYCO) in an easy-to-use online collaboration suite. Enjoy one user interface, one dashboard, and one control panel for your entire business. Users can customize modules and determine what colleagues view. ... read more about MYCO Suite
Entry Level Price$15 Per MonthFree Trial7 DaysCategory Focus50% in CRM Software -
Projectfacts, your business processes and workflows can be integrated, mapped, automated and optimized in one system. With our 20 years of experience, we successfully digitize companies with over 10,000 satisfied users. With the ticket system you take your customer service to a new level. Various channels ensure order and structure and warnings when response times are exceeded ensure that a reques ... read more about Projectfacts
Entry Level Price$18.87 Per MonthFree Trial14 DaysCategory Focus15% in CRM Software -
Drag-and-drop in the simple website builder to create fully customized sites with beautiful design and advanced ERP and CRM functionality. With 200+ customizable templates and SSL pre-installed on every account, Sellful is a secure solution for creating stunning websites. Sellful is more than just a website builder, Sellful can help you manage and run every aspect of your business including custom ... read more about Sellful
Entry Level Price$299 Per MonthFree Trial14 DaysCategory Focus25% in CRM Software -
STEL Order is a cloud and mobile management software that allows you to manage all your business processes in an orderly, fast and secure way. It combines the functionalities of the best ERP, CRM and invoicing program on the market, in a single business management program accessible from PC, mobile and tablet with which you will love to work. ERP, CRM, management software, invoicing software… Th ... read more about STEL Order
Entry Level Price$50 Per MonthFree Trial15 DaysCategory Focus20% in CRM Software
Buyer’s Guide
Introduction to the Buyer’s Guide for CRM Software
CRM software provides a 360-degree view of the information related to customers and prospects. It helps cultivate customer relationships and improve a business organization's operational efficiency.
CRM is consistently augmenting the software market. The driving force behind the growth in CRM solutions is businesses' requirement to manage their data perfectly, provide excellent customer service, and acquire real-time information to help them make smart decisions and achieve sales goals.
Furthermore, delivering an exceptional customer experience in this competitive business scenario has become mandatory if you want your organization to sustain and expand. Whether you are planning to invest in your first CRM system or change your existing one, choosing a CRM is challenging. Fortunately, this buyers' guide provides you with complete information about CRM systems, as below, that can help you select the right CRM system and achieve your business goals.
What is CRM (Customer Relationship Management)?
CRM is a combination of practices or a strategy followed by businesses to build better customer relationships, improve revenue, and provide a flawless customer experience. CRM enables you to prioritize your customers and helps your organization follow a customer-centric approach, resulting in increased customer loyalty, exponential growth in sales, and ROI.
Why is Customer Relationship Management Important?
To acquire and retain customers, it is important to build and nurture relationships with them. It is quite crucial to build healthy customer relationships to keep them happy. One unhappy customer can result in several unhappy customers, especially in this era of social media, where everything gets viral so quickly. According to Deloitte's research report, customer-centric companies are 60% more profitable than companies not focusing on the customers.
How to Use CRM to Deliver Exceptional Customer Experiences?
Besides following the right philosophy for providing exceptional customer service, you need to use the right tools and technology too. A streamlined CRM system deployed in an organization helps the employees who are directly dealing with the customers. It helps sales, marketing, and customer support teams take action in terms of selling, communicating, improving the quality of the products/services, coordinating, and everything else, which can benefit both the customers and the business.
What is a CRM system?
CRM system or customer relationship management system is a tool that helps in improvising contact management, client communication, order management, operations, and productivity. CRM systems and practices help you promptly access all the information with a single click or a tap, whether it is about the last conversation with a client or understanding the likes and dislikes of a potential buyer.
Components of a CRM Software
Below are the major components of the CRM software:
Marketing
- Organizing Campaigns
- Generating Leads
- Maintaining Customer Database
Sales
- Assigning Leads
- Converting Leads to Customers
- Upselling & Reselling
Support
- Resolving Customer Queries/Complaints
- Managing Service Requests
- Maintaining & Growing Knowledge Base
Orders
- Delivering Products
- Generating Invoices
What Does A Customer Relationship Management Software Do?
Earlier, CRM software was used to store customer data and information, but now, it has changed over the years. Now, CRM software can accomplish many tasks like -
Contact Management: The entire information about the customers, like their contact details, purchase history, payments, preferences, demographics, etc., are stored in one place. It becomes easy to access the required information whenever required.
Lead Nurturing: Keeping track of leads and assigning them to the specific sales team/executive is very important to ensure efficient management and high conversions.
Tasks Management: CRM adds tasks and deals automatically with customer information. It helps in assigning and monitoring tasks in your sales pipeline. Moreover, data updated in real-time ensures that you are accessing the latest information.
Marketing: CRM software assists in the entire marketing and promotion activities like bulk emailing, customer segmentation, inbound marketing, campaign creation, etc., and enhances their effectiveness, helping to achieve sales goals.
Salesforce Automation: CRM software can automate the entire sales process, including tracking client interactions, analyzing sales opportunities, sales team performance tracking, forecasting sales, and many more, which can provide clear visibility of market trends, patterns, and behavior.
Workflow Automation: CRM software can be used to automate and streamline various processes in an organization and enhance its efficiency. It saves time, money, paperwork, and also eliminates the repetition of tasks, and improves accuracy at the same time.
Reporting: CRM software can generate different reports that can provide visibility of overall business from different angles. Whether it is about tracking sales performance or marketing expenses, customer relationship management software can provide quick & accurate reports.
What are the Benefits of CRM Software Solutions?
Real-time and reliable reporting
CRM provides sorted, structured, well-tabulated, and actionable data metrics and reports that help in real-time decision-making related to deals, clients, and potential leads. The visual sales funnels created by CRM applications are trusted resources for sales teams.
Data visualization and organized information
CRM's dashboard gives exceptional visualization of crucial customer data, sales, and lead data on a centralized dashboard. CRM Dashboard can be configured for graphs, tables, charts, etc. Using CRM means keeping all the information about your customers organized to make it more accessible. Every interaction with your customers is identified, documented, and recorded.
Elevates Personalized Communication and Proactive Service
CRM solutions elevate personalized communications by a series of automated emails at various stages of the customer journey and sales process. Many times your customers may have to communicate with different people in your team. In that case, it can become a hassle for the customer if they need to explain their issues and preferences every time they speak to a new person. The customer relationship management tool can eliminate this problem as it ensures that everyone in the team has the same customer data.
Automates Repetitive Tasks To Increase Efficiency
There are some tasks like filling out the forms, completing legal formalities, etc., which are monotonous but are vital in a sales process. A CRM helps automate these repetitive tasks and helps your representatives focus on the tasks like closing deals and solving the queries of the customers with tools such as chatbots and automated messaging.
Increases Collaboration and Efficiency Within Multiple Teams
CRM helps in accessing the calendar, emails, phone call details, etc., keeping the multiple teams updated about the information relating to meetings & conferences. Marketing, sales, and customer service teams can easily share valuable data using CRM and accomplish their common goals.
Encourages Smart Decision Making
Miscalculated data accessed from excel sheets or guesswork can lead to wrong decisions and failures. The best CRM tool can provide accurate data in the form of customized reports providing information about your overall business's current status. Based on that, you can design strategies that work and grab the opportunities that yield long-term profitability in your business.
In a Nutshell,
- CRM provides real-time and reliable reporting of customer data and potential leads
- CRM's dashboard gives exceptional data visualization of crucial sales, lead, and customer data
- CRM solutions elevate personalized communication at various stages of the customer journey and sales process.
- CRM automates repetitive tasks with tools such as chatbots and automated messaging to increase efficiency
- CRM tools increase collaboration and efficiency within multiple teams
- The best CRM tool provides accurate data and customized reports that enable smart decisions.
- CRM follows a predictive data-based approach to solve issues proactively
Industry Wise Use of CRM Solutions
CRM Software for Real Estate:
CRM system assists real-estate developers in automating the document approval process, automatically assigning clients to employees for follow-ups, conducting customer analytics, segmentation, workflow automation, and lead scoring. Companies can use top free and open source real estate CRM systems for streamlining their daily workflows. Property developers can build strong relationships with customers by implementing CRM.
CRM Software for Healthcare
CRM solutions for Healthcare make healthcare providers capable of unleashing personalized experience to patients. From onboarding employees to providing self-service options to patients, CRM for Healthcare delivers exceptional results and improves operational efficiencies.
CRM for Software Companies/ CRM for IT industries.
CRM in the IT industry can work wonders when it comes to aligning marketing and sales teams. IT companies can provide the best CX and customer success programs by deploying CRM for the IT sector.
CRM Software for Banking/Insurance/Finance
With digital economies coming into play, CRM for Banking, Insurance, and Finance sectors meet unique challenges in delivering consumer satisfaction. It enables Inter-department data tracking, efficient communication, and funnel-based lead conversion. It helps banks to create valuable customer journeys for their customers.
CRM Software for Retail
CRM for retail software helps retailers to target strategically important customers. It creates an omnichannel selling experience with its SMS, Watsapp, Live chat integration. Most CRM for Retail has inbuilt AI that enables retailers to make faster decisions.
CRM Software for Manufacturing
Customer relationship management software for manufacturing gives a 360-degree view of sales pipelines, improved services, analytics tools, intelligent planning, and sales projections. CRM data mapped with AI can help manufacturers make real-time sales decisions.
CRM Software for Travel & Hospitality
CRM for hospitality and travel provides the tools for tracking customer interactions, sending proactive responses, offering special discounts, and crafting personalized customer journeys. CRM also helps in a multi-channel advertising and managing customer loyalty.
CRM Software for Media
Media companies can boost revenues across media publications, converge the organization's data, and increase circulation with the help of CRM solutions. CRM assists in conducting budgeting, loyalty analysis, and customer retention.
How CRM software caters to the Below Entities?
CRM Software for Small businesses:
Small businesses' customer base, focus, and scale are entirely different from large enterprises. Therefore, the complexity and clunkiness of CRM for large businesses don't apply to small ones. CRM for small businesses is designed to provide mobility, flexibility, easy adoption capabilities, a single platform interface, and affordable prices.
CRM Software for Mid-sized businesses
CRM for midsize businesses helps them in customer onboarding, lead generation, and increasing profitability by keeping processes agile. CRM solutions for midsize businesses provide all functionalities required by midsize enterprises with complete security features.
CRM Software for Large businesses
CRM for large businesses unleashes complete workflow automation, exceptional functionalities, and lead capturing essentials. Large enterprises have a huge customer base and they require stringent data security and privacy features. CRM designed for large enterprises provides robust data safety features and modules needed for various CRM-related tasks.
Who Uses CRM Software?
CRM Software for Sales Teams
A CRM system helps streamline sales teams' work by automating major aspects of their daily workflow. The process involves analyzing sales opportunities, marketing campaigns, communicating with prospects, designing customized marketing strategies evaluating sales team performance, and forecasting sales.
CRM software for Lead Generation Team
CRM solutions for lead generation help you build a customized lead generation funnel for attracting prospects, nurturing their interest, capturing and converting leads.
CRM Software for Project Management Team
CRM applications for project managers keep projects on track, automate processes, track budgets, and manage employees, resources, and customers under the project.
Types of Customer Relationship Management Software
Strategic CRM:
Strategic CRM puts the requirements of the customers first. Its job is to collect, segregate, and apply information about the customer and market trends to come up with business strategies benefitting the customers.
Operational CRM:
Operation CRM is focused on recording the interactions with the customers and allowing sales & marketing professionals to access that information and communicate accordingly. It ensures that all the sales opportunities, contacts, and tasks are attended to efficiently at the right time.
Analytical CRM
Analytical CRM is oriented towards analyzing the data required to make informed decisions for future business strategies. For example, an analytical CRM can provide answers to questions referring to the details about the customers positively responding to the previous marketing campaigns. This helps in analyzing the target audience and launching new marketing campaigns accordingly.
Collaborative CRM
Collaborative CRM keeps your sales team, marketing team, partners, management, production team, and all the stakeholders on the same page. It allows smooth communication and transactions between the teams involved in a sales and marketing campaign, production, or task.
What are various CRM Deployment options?
On-Premise CRM software:
Many companies prefer on-premise deployment of their CRM tool, as they get full control over it in terms of data and security.
Cloud-based CRM System
A cloud-based deployment, also known as Software-as-a-service (SaaS) or cloud CRM, is hosted by the service provider and can be accessed from anywhere as long as there is internet available. Several companies opt for cloud CRM because of its cheaper setup, low maintenance costs, and quick deployment.
Web-based CRM Software
Web-Based CRM software or online CRM systems can be accessed from anywhere using the internet. These are scalable SaaS-based CRM products.
Open Source CRM Software:
Most open source CRM software has its source code in the public domain. They can be customized easily to fit your needs. They can be downloaded and deployed for various OS platforms: Windows CRM software, iOS CRM software, and more.
How to Choose the Perfect CRM System for Your Business?
There are several CRM tools available in the market, but not all can suit your business. You have to analyze what CRM software can do for you and your sales teams. Below listed are some factors which you need to consider while selecting the right CRM for your business.
Goals
When it comes to analyzing CRM software requirements, you need to understand the problem you need to resolve using a CRM. You need to prioritize your goals to determine which CRM would suit your business type and size. For example, if tracking customer interactions is of prime importance to you and your CRM doesn't allow that, then investing in it would be of no use. If you are a small business owner, then you can go for CRM software for small businesses.
Implementation
Implementing a new CRM system can be tedious if it does not match your organization's existing resources. You need to ensure that the new CRM tool you are investing in doesn't require you to provide time-consuming training to your employees or hire new ones to implement it. That would increase your cost and add to your problems instead of solving them.
User Adoption
Regardless of the system you choose, your employees are always resistant to change. This is a common issue faced by most of the organizations that the employees are not ready to get trained or acquainted with the new system. In this case, it is always better to take suggestions from employees before purchasing a CRM tool.
Compatibility to Integrate
Whether it is for social media marketing, email campaigns, or automating any other task, you are already using several tools in your organization. Before buying a CRM tool, you need to check how compatible it is with other tools and how well it can integrate with those systems to make your jobs seamless.
CRM Software Demo
It is always better to purchase a CRM system after using it for a certain time. Ask for a Demo of services for various CRM software packages offered by the vendor. Once you have seen a demo for different pricing plans, you can decide on which one from the available CRM software options will suit your needs. You can ask your employees to take a product demo of CRM software or try using it within a trial period to get an idea of whether it would work for your business or not.
Customized Reports
The customer relationship management software you pick should allow you to generate customized reports as per your business operations and logic. The reports would help you in making informed decisions and set you apart from your competitors; thus, it becomes necessary to consider this aspect without fail before investing in a CRM.
What are the Features of CRM Software?
Contact Management
All the CRM solutions facilitate the users to feed the names, contact information, social media accounts of the customers, suppliers, prospects, etc. But, the important features you need to consider are - the fields should be logically organized. The interface should be appealing and user-friendly, and you should be able to access that information quickly.
Interaction Tracking
It is an important feature when different team members are working with the same contacts. If you don't know what your colleague last spoke to one of your customers, you cannot move on with the conversation with him/her. Customer relationship management software should allow you to view the history of interactions done with the customers to communicate accurately and effectively.
Lead Management
The process of converting leads to users in a smooth manner is important for any type or size of business. Proper lead management can do that. The key to the best selection here is to ensure that the CRM follows the process that can work as per your business logic. Your sales team can test CRM software to determine this aspect.
Integrations
Every business is distinctive, and so is yours. You need to ensure that the CRM you are planning to invest in allows integrating the applications and software you frequently use, like email marketing software, marketing automation software, social media marketing software, etc. If it has the in-built capability to manage the tasks you are getting done by using different tools, that can be a better choice for you.
Document Management
Collecting, storing, and sharing documents from a centralized hub directly benefits your team members and indirectly to your customers. Keeping the entire sales team on the same page helps in providing an excellent customer experience. A centralized hub for knowledge is an asset to an organization, and if your CRM includes that, it definitely can be a major reason for your business growth.
Quotes/Proposals Management
If your business requires creating, printing, and managing quotes and proposals, this feature in your CRM can help you. You can easily create and email the quotes/proposals, check the history of contracts with your customers/suppliers, and manage these documents at a centralized location.
Sales Pipeline Management
Want to check the buyers' journey of a specific contact? A CRM allowing you to manage the sales pipeline can help you in that task. You can check each individual's status and progress at each stage of the sales pipeline and design a customized marketing strategy for your prospects for successful conversions.
Workflow Automation
There are several tasks in an organization that needs to be done repeatedly — for example, sending promotional emails, birthday greetings, etc., to your customers. The CRM allows you to automate the workflow and ensures that your sales team focuses on productive tasks instead of utilizing their time in monotonous tasks.
Reporting/Analytics
With the reporting feature, you can generate customized reports relevant to sales figures, individual salesperson or team, customers based on geographical location, buyers' journey, etc. You just need to ensure that the CRM you select allows you to generate customized reports as per your business requirements.
Proactive Approach
CRM allows you to follow a proactive approach based on the predictive data it provides. It helps you in solving the issues before they even arise. For example, from predictive data, if you find that you are not going to get more projects this year, you can follow a proactive approach by hiring more resources required to complete those projects and save your business from disruptions.
Factors to Consider While Evaluating a CRM software Vendor:
After identifying the major factors to consider while selecting a customer relationship management software, the next thing that comes is to pick the right CRM vendor. Here is the list of major aspects that you need to look into while evaluating a CRM vendor.
Industry Experience
By going through the website and client list of the CRM vendors, you would get an idea of whether they have served with CRM tools to companies similar to yours. An experienced vendor should be able to match your demands.
Configuration & Training
Customer relationship management software is of no use to you if it is not configured properly, and your staff has not been provided training on how to use it. So, when you are asking for other details of a customer relationship management software from the vendor, ensure that you ask whether they would be providing configuration services and training to your employees or not.
Flexibility & Scalability
The CRM vendor you select should be able to provide you with scalable and flexible CRM solutions. Today, if you have opted for an on-premise CRM solution, it is not necessary that you will not need a cloud-based CRM in the future. Moreover, your business is going to grow, and so are your requirements. Your CRM vendor should be ready to match up to your software expectations in the future.
Customer Support
Customer support is required, especially when customer relationship management software has been newly deployed in your organization. You need to ensure that the CRM vendor you have chosen has a local partner network and provides prompt customer support.
Check Reviews
Don't purchase customer relationship management software from any vendor at its face value. Try to purchase the top-rated CRM after checking the customer reviews, which will give you an idea about the quality of the CRM tools and services they offer. Get answers to the questions like - are they quick at responding to their customers? Or how is the quality of their CRM product? Because once you buy the customer relationship management software from any vendor, you will not be able to change your decision until the purchase period expires.
Average Cost of a CRM System
Most of the CRM system cost is based on a monthly subscription and the number of users. A CRM tool's cost can be as minimum as $5 per month and can go up to $100 per month, depending on its features. For example, you can use services of the CRM software company, such as Asort CRM, by paying only $5 per month, whereas CRM software vendors such as LionO360 CRM will cost you around $100 per month depending on the features you require. If you are not comfortable with monthly subscription plans, you can go for solutions like Conduct CRM, which is for $150 per year, or BusinessMan Enterprise, by paying a one-time charge of $11995.
The CRM tools for large enterprises are usually by quote as their requirements are specific, and users can be unlimited. Usually, the more features and the number of users a CRM has, the higher its pricing.
Some CRM solutions are available free for a specific period, thus providing you the facility of using it before you invest in it. The users and features can be limited in the free trial period, but it gives you an idea about whether that customer relationship management software is compatible with your business or not.
Also, there is some free and open source CRM software available in the market, which you can customize and deploy without making huge investments. These free ones might not be having the dynamic and robust features you are looking for, but you can check them out as some of them, like Hubspot and Zoho CRM, can provide many benefits free of cost.
Tips to Successful CRM Implementation
For any organization implementing a CRM system is a challenging task. Companies often invest in customer relationship management software with high-end features and functionality, but lacking user-friendliness prevents users from adopting it. What is the point in investing so much in the software when your people are not using it? So, below are some tips that can help you successfully implement CRM in your organization.
- Encourage top management to involve and motivate their subordinates to use the CRM.
- Create enthusiasm within the teams to use the software
- Launching the new CRM system by organizing a party or posting motivational information
- Provide detailed usage guidelines of the new CRM system to the users
- Provide sufficient training about using the new CRM tool to your employees
- Be clear with the purpose of introducing a new CRM system in your organization with your employees
What are the Upcoming Trends in CRM?
Leaving history behind, CRM is evolving and will continue to evolve in the future. So, here are some upcoming trends of CRM that you need to consider -
- The use of AI in CRM would increase at an exponential level.
- IoT would be a major advancement in the CRM market.
- Mobility in CRM is here to stay.
- Social media will continue to play a major role in customer relationship management.
- CRMs would become much more user-friendly.
Why Referring to GoodFirms List of CRM Software Can Help?
The competitive landscape of the software world makes it necessary for the buyers to take a deep dive into the core functionalities, modules, and framework of the CRM software solutions before investment. However, unearthing everything on your own requires time, resources, and knowledge of all parameters that should be taken into account before finalizing the vendor. This is exactly where GoodFirms can help CRM software seekers.
Resourceful and inquisitive, the GoodFirms’ software research team analyzes every aspect of the best CRM solutions available in the software world with its unique research strategy. After following the intricate research process, GoodFirms provides the listing of more than 60k software and services with detailed information and 30k+ unbiased reviews. GoodFirms leaves no stone unturned to bring to you the best perspective on CRM software solutions, including detailed descriptions of features, alternatives, comparisons, and prices. GoodFirms uses a spectrum of methodologies to perform an accurate analysis of various software vendors before finalizing the top software providers in the market.
Popular Customer Relationship Management (CRM) Comparison: Dynamics 365, monday.com, Zoho CRM, HubSpot CRM, and Salesforce CRM
Feature | Dynamics 365 | monday.com | Zoho CRM | HubSpot CRM | Salesforce CRM |
---|---|---|---|---|---|
Company Background | Dynamics 365 is developed by Microsoft, a multinational technology company known for its software, hardware, and cloud services. | monday.com was developed by monday.com, a work operating system company that provides project management and collaboration solutions. | Zoho CRM was developed by Zoho Corporation, a software company that provides a suite of cloud-based business tools. | HubSpot CRM was developed by HubSpot, Inc., a technology company that provides marketing, sales, and customer service software solutions. | Salesforce CRM is developed by Salesforce.com, Inc., a cloud-based software company providing CRM and enterprise solutions. |
Target Audience | Large enterprises, complex sales processes | Businesses of all sizes, project management | Small and medium businesses | For businesses of all sizes, inbound marketing | Businesses of all sizes, highly customizable |
Pricing | Paid plans | Paid plans start at $8/seat/month | Freemium (limited features), paid plans start at $12/month | Freemium (limited features), paid plans start at $45/month | Paid plans start at ~$25/user/month |
Strengths | Deep integration with other Microsoft products, powerful analytics and reporting | Highly visual, flexible for various workflows | Affordable, good for managing leads and contacts | Free plan, strong inbound marketing tools, user-friendly | Highly customizable and scalable for large enterprises |
Weaknesses | Complex and expensive, requires significant IT resources | Less CRM-focused compared to others, limited automation | Limited features in the free plan may not be ideal for complex sales processes | Limited customization compared to Salesforce, less robust reporting | Complex for beginners, expensive for larger teams |
Best for | Large enterprises using Microsoft products need advanced features and reporting | Businesses seeking a visual and flexible tool for managing projects and CRM | Small and medium businesses on a budget | Businesses prioritizing inbound marketing and lead generation | Businesses needing a highly customizable and scalable CRM for complex sales processes |
GoodFirms Notes: | Odoo offers an open-source version with high customizability but requires technical knowledge. | SAP ERP is a powerful solution for large enterprises but is complex and expensive. | Oracle NetSuite ERP is a cloud-based option with strong financials that is good for international businesses. | Sage ERP offers industry-specific solutions for small and medium businesses. | Epicor ERP caters to manufacturing and distribution businesses with strong manufacturing capabilities. |