Hey there! Are you struggling to keep up with managing your customer relationships, sales flow, and lead management? If so, it might be time to upgrade from using spreadsheets and sticky notes to a CRM tool.
Don’t think of it as a luxury just for big businesses anymore, as CRM software has become a necessary tool for small businesses looking to scale. In fact, it’s currently the biggest software market in the world and is projected to generate over $80 billion in revenue by 2025.
If you’re serious about building strong and lasting relationships with your customers and prospects, it’s time to start your search for the best CRM tool for your needs. But don’t worry about searching for hours on end – we’ve got you covered! We’ve researched and put together a list of the top CRM options for small businesses and agency owners.
What is a CRM tool?
If you’re running a business, you know how important it is to keep track of your customers and leads. But with so many different channels to manage, like email, social media, and phone calls, it can be difficult to keep everything organized.
That’s where a CRM comes in. CRM stands for “Customer Relationship Management,” and it’s a software system that helps you keep track of all your communications with leads and clients in one central location. With a CRM, you can replace spreadsheets, databases, and apps with one easy-to-use platform.
By consolidating all your data, a CRM can help you stay organized, efficient, and better manage your time. Plus, with all the information in one place, you can deliver better service to your clients and close more deals.
With a CRM, you can keep track of all your communications, documents, quotes, purchases, and tasks associated with each lead and client. And because the information is accessible to your entire team, everyone is on the same page and can work together to close sales and provide top-notch service.
Investing in a CRM can help you improve your customer relationships, streamline your sales flow, and create an organized database. So if you’re serious about growing your business, it’s time to consider implementing a CRM.
1. Zendesk
If you’re a small business owner, you know that providing excellent customer support and fostering collaboration among team members are crucial for success. That’s where Zendesk comes in. This user-friendly CRM tool is perfect for small businesses looking to improve their customer support and team productivity.
One of the key features of Zendesk is its ability to collate customer data from multiple channels and store it in a centralized location. This ensures that there are no miscommunications or task duplications between your team members. Moreover, since the CRM tool integrates with Zendesk Support, your customer support team can stay up-to-date with the customer purchase journey.
Zendesk provides all the key CRM features including task and project management, a sales pipeline, team document repository, and comprehensive reporting and analytics. With custom lead forms, lead scoring, communication templates, funnel tracking, customizable lists, and conversion rate monitoring, you can gain quick and easy insights into the nature and potential of leads.
With Zendesk’s sales automation tool, you can alleviate your team’s administrative responsibilities and raise their productivity. The smart lists function allows your business to filter and segment leads, while the email tracking feature lets you keep an eye on customer engagement. Additionally, Zendesk provides access to bulk emailing and email templates, sales forecasting, prospecting, call analytics, channel optimization, and deal-making tools to increase conversions and boost customer retention.
Zendesk is an ideal CRM tool for small businesses looking to provide excellent customer support, increase collaboration amongst team members, and boost productivity. With its comprehensive CRM features and sales automation tools, you can easily manage your customer data and gain valuable insights into your leads. So why not give Zendesk a try today and take your small business to the next level!
2. Salesforce
As a business owner, you know that managing your core CRM processes can be a daunting task, especially if you have a large customer base. This is where Salesforce comes in. Whether you’re a small business or a multinational enterprise, Salesforce offers an extensive range of features to help you automate and manage your CRM processes, save time, and boost productivity.
One of the standout features of Salesforce is its customizable reports and real-time updates. With this functionality, your sales team can make decisions based on current insights, leading to more accurate forecasting and smarter decision-making.
Salesforce makes it easy to integrate relevant data from multiple sources and merge it in one centralized dashboard. This means you can easily access the information you need without jumping through hoops. The case management routing function also enables team members to assign issues to relevant departments for speedy resolution.
Salesforce also provides tools for collaborative forecasting, creating contracts, quotes, sales orders, and catalogs that scale with your business. Moreover, it seamlessly integrates with your favorite tools such as Gmail, Zendesk, Outlook, Jira, and more, making it a breeze to incorporate it into your existing workflow.
Salesforce also offers partner management, marketing automation, and lead management features to help you nurture and track leads from acquisition to sales completion. This way, you can optimize your sales pipeline and boost your conversion rates.
Finally, Salesforce offers fairly affordable pricing tiers for its CRM software, making it accessible for businesses of all sizes. You can even take it for a test run with its free trial before committing to a paid subscription.
In conclusion, Salesforce is the ultimate CRM software that can revolutionize the way you manage your core CRM processes. With its customizable reports, real-time insights, centralized data management, collaborative tools, seamless integrations, partner management, and lead tracking features, you can streamline your workflow, save time and resources, and boost productivity. So why not take advantage of the free trial and see how Salesforce can help your business grow!
3. Hubspot CRM
Discover the power of Hubspot CRM, the go-to solution for small and medium-sized businesses that want to generate leads, manage customer interactions and enhance their sales pipelines.
What’s so great about Hubspot CRM, you ask? For starters, you can use the software for free, and only pay for additional features you need.
Hubspot CRM offers a range of features such as Sales Hub, Marketing Hub, CMS Hub, and Service Hub, making it an all-in-one solution. With features like email marketing, chatbots, and lead generation funnels, you can nurture your leads, improve your sales pipeline, and deliver top-notch customer service.
The software also provides detailed reporting and analytics so that you can stay on top of your progress, and make informed decisions based on real-time data. With Hubspot CRM, you can automate tasks, manage your team, and communicate with your customers across multiple channels with ease.
The mobile app that comes with Hubspot CRM makes it easy for you to access the software on-the-go, while integration with over 300 technologies and systems means that you can easily connect Hubspot CRM with your favorite tools like Salesforce, MailChimp, ZenDesk, and Slack.
Try out Hubspot CRM for free and unlock the full potential of your customer relationship management.
4. Freshworks
If you’re looking for a CRM software that can make your sales and marketing teams more productive, Freshworks is definitely worth checking out. This data-driven solution is designed to streamline and automate repetitive and manual tasks so that your team can focus on building meaningful relationships with customers and closing more deals.
One of the things that sets Freshworks apart from other CRM software is its ability to customize lead routing rules. By ensuring that the right leads are assigned to the most suitable sales reps, your team can be more efficient in their approach.
Freshworks also offers a chatbot feature that can be customized to gather customer data and perform AB tests. This allows you to engage website visitors automatically and capture more leads.
In addition, Freshworks uses historical data analysis to help you identify leads that are more likely to convert. By analyzing your customers’ behavior, you can make data-driven decisions to optimize your sales and marketing strategies.
Another great feature of Freshworks is its collaboration tool. It integrates with your communication systems, allowing your team to work together seamlessly and share ideas.
Freshworks also provides comprehensive reporting and analytics, allowing you to track team performance and identify sales trends. This helps you optimize your sales processes and boost productivity.
Overall, Freshworks is a powerful and user-friendly CRM software that can help you improve your sales and marketing operations. With its flexible pricing plans and feature-rich offerings, it’s definitely worth considering for your business needs.
5. Monday.com
Monday.com is a versatile cloud-based CRM platform that offers numerous benefits for managing your teams and projects. With its customizable workflows, you can create specific workflows that suit your team’s needs, from managing sales pipelines to building marketing campaigns or developing product roadmaps.
Monday.com helps you track time and manage your team’s progress, ensuring that you allocate your resources efficiently. You can automate repetitive tasks, freeing up your time and enabling you to focus on more critical work.
The CRM software offers an intuitive user interface, featuring a colorful, modern design that makes it easy for anyone to use. It also provides mobile applications that allow your teams to remain productive on the go.
Monday.com is an excellent tool for team collaboration and integrating with other business software. It seamlessly integrates with Slack, MailChimp, Jira, Gmail, and other popular tools.
Whether you want to plan your content production, streamline your recruitment processes, or monitor your team’s performance, Monday.com provides you with the tools to do so. It’s a great option if you’re looking for a CRM platform that can help you simplify your workflow and boost productivity.
6. Zoho
If you’re running a small business and you’re in the market for a CRM tool, you might want to check out Zoho. Even though we’ve included Zoho in our list of enterprise-grade software, it has different editions that cater to businesses of all sizes.
Zoho provides a wide range of sales and marketing features such as visitor tracking for your website, lead scoring, and sales signals that notify you of leads with pop-up notifications. Just note that some of the more advanced features are only available in the professional and enterprise editions.
Zoho has a free version, which is always a plus, but if you need more features, you can opt for the Standard, Professional, or Enterprise editions. The pricing ranges from $12 to $35 per month, depending on the edition you choose.
Overall, Zoho is a great choice for small businesses that want an affordable CRM solution with plenty of sales and marketing features to boost their productivity. Plus, it integrates with a variety of third-party tools, so you can customize your workflow and streamline your processes.
7. Microsoft Dynamics 365
If you’re already using Microsoft products, then Microsoft Dynamics 365 is definitely worth checking out as an all-in-one solution for sales and marketing. It offers a wide range of CRM functionality and integrates seamlessly with other Microsoft products and LinkedIn. However, it may take some time to get used to the platform, especially for new users. Additionally, the mobile app features are somewhat limited compared to other CRM tools.
Keep in mind that Microsoft Dynamics 365 offers different modules and licenses, so you can choose the package that best suits your needs. For example, the Sales Insight module is priced at € 42.20 per user per month.
8. Nimble
Looking for a CRM software that can help you consolidate all your contacts, emails and social media interactions in one place? Nimble CRM may be the solution for you! Nimble integrates with Twitter and provides an easy-to-use interface that helps you manage your to-do list and key deals.
One of the coolest features of Nimble is its ‘rules engine’, which uses your user behavior to predict relevant contacts and activities. With Nimble, you can set reminders to stay in touch with certain contacts and mark certain communications as important to stay ahead of the game.
Pricing for Nimble CRM ranges from $9/user/month to $19/user/month, making it an affordable option for small and medium-sized businesses.
9. Keap
Keap is a CRM software that’s perfect for businesses that want to streamline their marketing and sales automation efforts. It helps you to organize your sales pipeline, score leads, perform AB tests, create high-converting landing pages, and generate more revenue.
With Keap, you can automate sales follow-ups to drive lead generation and conversion. You can also segment your contacts into lists based on certain characteristics or behaviors, ensuring that your targeted messages are reaching the right people. Keeping all your contact and customer data in one place makes acting quickly a breeze.
Additionally, Keap lets you launch sales campaigns, track ROIs, manage product pages, shopping carts, and discount codes, among other ecommerce processes.
Keap is also a fully customizable and intuitive platform that makes setting up automation a walk in the park. It integrates nicely with all your favorite business technologies and tools.
Pricing: Keap’s pricing ranges from $79/month to $349/month, depending on the number of users and the features included.
10. Salesflare
Salesflare is a great CRM software that can help automate your data input workflow and sales processes. Whether you run a small or medium-sized business, or a large enterprise, Salesflare has got you covered.
One of the biggest advantages of Salesflare is its ease of use. Unlike most enterprise CRM tools, Salesflare is incredibly user-friendly, so your team can start using it without any complex training.
Salesflare automates the process of collecting and managing your data, so your team can focus on nurturing and engaging with your customers. It logs phone calls, messages, meetings, and organizes files, which reduces the time you would typically spend on data entry by over 70%.
You can also monitor how your customers are interacting with your messages thanks to the link tracking, website tracking, and email tracking features. Salesflare also integrates flawlessly with Microsoft Office 365 and Google Workspace, as well as other popular business technologies.
Overall, Salesflare is an excellent CRM solution that can help you streamline your sales processes and improve your customer service experience.
