Managing customer information of your customers during early stage of your business seems quite easy. But, what about the situation when you have a growing business and the increasing number of customers? This is when the need of having a CRM – Customer Relationship Management system comes into the scene.
So, what is the best CRM system to choose for your business? We have brought you some useful information on CRM – its benefits and how to choose the best CRMs. Also, have a sneak into the best CRMs for your business.
Benefits of using a CRM system
Contact data organization: Having a CRM system helps you have a complete track record of your customers and contacts. You can know whom a customer has had a conversation with and about what. This allows your team to have the information for better sales process.
Accurate sales forecasting: With a popular CRM system, you need not rely on complex Excel formulas or background math. Your CRM system will bring you the accurate sales funnel to make forecasting of sales easier and handling team’s pipeline.
Sales reporting: You can track quota and metrics like calls made, meetings organized, emails sent and deals closed. CRM system lets you know if your team is doing well and what are the areas of improvisation, if any.
Customer segmentation: CRM helps segmenting in contacts on grounds of deal size, location or close date in order to find the best leads to focus on.
Measuring scale process: A continuous sales process is a crucial way to scale new sales strategies and motions. The data stored in your CRM system helps spotting ineffective and effective patterns in sales motions. This is important information you would require for business growth.
To choose best CRM for your business
Add new companies and contacts in seconds to your database
Create new contacts and companies straight away from email on just one click.
Keep company, contacts and deal records updated
Best CRMs automatically update your data and keeps it in sync with database of over 20 million businesses.
Log sales activities automatically
Send emails, publish notes, make calls and create tasks automatically without any manual effort.
Send optimized sales emails in less time
You can schedule your emails for better deliverability and your CRM does this for you.
Top 10 CRM for Small Business in 2018
Hubspot CRM
Hubspot CRM comes with effective and robust features that too for free! The functionalities offered include customized views, website, email integration, drag and drop communicator, social media and company database. One can easily and quickly get the application started and the best part is you don’t need to worry about changing the existing workflow. The CRM system provides crucial basic features and never confuses the users with complicated whistles and bells. Be yours a small or large size business, you can use Hubspot CRM for any niche and industry. You can get the free version here.
Hubspot CRM | |
Editors’ Rating | |
Dedicated Document Library | Yes |
Role-Based User Access | Yes |
Multi-Currency Support | N/A |
Workflow Automation | Yes |
Integrates With Email Providers | Yes |
Capture Leads from Websites | Yes |
Available API | Yes |
Custom Reports | Yes |
Email Tracking | Yes |
24-Hour Support | N/A |
Phone Support for Tax Topics | Yes |
User Forums | Yes |
Smart Sales Email Inbox | N/A |
Using Hubspot CRM, you can design detailed contact and company profiles as it is a platform that keeps all the facts obtained from contacts and customers organized. Your team members just need to use a single dashboard to remain updated on the company’s activities. The main benefit of using this CRM system and which makes it the best CRM for your business is its connectivity with all the places. You can connect it anywhere to run your sales process like social media, phone, emails, website, etc. Moreover, it can be smoothly integrated with thriving business solutions such as SugarCRM, BaseCRM, Pipedrive, Gravity Forms, Dropbox, Bigcommerce, Google Chrome, Snapengage, Google Dynamics and more.
Pipedrive
Pipedrive is a CRM system designed by skilled sales professionals and web app developers. It has the ability to organize each of your business leads in a clean and clear sequence that gives you a better overview of your sales and allows you to focus on more effective deals. It is an easy to use and fast set up CRM system. Pipedrive is completely responsive which makes it one of the favorite apps among sales teams. Not only this, you can smoothly integrate it with well-known business systems such as Google Contacts, Google Calendar and Google Apps.
You get a free trial to check the app’s significant features and take a decision if it is suitable for your business and effective in improving sales. You can sign up for the Pipedrive free trial now.
Pipedrive CRM | |
Editors’ Rating | |
Dedicated Document Library | Yes |
Role-Based User Access | Yes |
Multi-Currency Support | Yes |
Workflow Automation | Yes |
Integrates With Email Providers | Yes |
Capture Leads from Websites | Yes |
Available API | Yes |
Custom Reports | Yes |
Email Tracking | Yes |
24-Hour Support | N/A |
Phone Support for Tax Topics | N/A |
User Forums | N/A |
Smart Sales Email Inbox | Yes |
You must be thinking what makes it one of the best CRM systems for businesses? Well, it helps you manage your company activities like sales pipeline efficiently. It provides you the required assistance to identify the more effective leads and scale them on the grounds of priority. You can use Pipedrive app to keep your lead relationships maintained, promote your brand, adjust conditions to your suitability and negotiate some favorable deals. Another significant feature is how it allows the user to switch the modules based on immediate needs without affecting the service quality. Now, this is what makes it a flexible solution.
Zoho CRM
Zoho CRM is again one of the top 10 CRMS for businesses – a quality poduct of the parent company Zoho. You can bring the web-based CRM into use to expand your business and have happy and satisfied customers. The core features of Zoho CRM includes purchase control, sales force automation, contact and lead management, account management, sales pipeline management and CRM workflow management. These tools are considered ideal for small businesses, sole entrepreneurs and even large businesses.
Using Zoho CRM, you can have an access to automate daily business tasks, track sales and engage your customers on multiple platforms at the same time. Its app version easily converts website visitors into potential leads and also imports prospects from external sources and events like trade shows, direct mails and seminars. You can very easily keep a track of your customer in the buying cycle, deal size, competitor profile and contact history. This information is essential to design targeted messages.
ZOHO CRM | |
Editors’ Rating | |
Dedicated Document Library | Yes |
Role-Based User Access | Yes |
Multi-Currency Support | Yes |
Workflow Automation | Yes |
Integrates With Email Providers | Yes |
Capture Leads from Websites | Yes |
Available API | Yes |
Custom Reports | Yes |
Email Tracking | Yes |
24-Hour Support | Yes |
Phone Support for Tax Topics | Yes |
User Forums | Yes |
Smart Sales Email Inbox | Yes |
The best part of Zoho CRM is that it lets you maximize social media presence as you get more leads and contacts from social sites depending on your users’ behavior. Coming to the price, you get the plans starting with a basic standard package of $12 per month and ranges to an Ultimate Plan of $100 per month.
Insightly
Insightly is ranked as one of the top small business CRM having over 50,000 users across the world. Along with small businesses, the cloud-based CRM system also helps multi-level companies with enterprise level business solutions. The significant features involve pipeline management, contact management and task management helping you track deliverables to the customers, get clear overview and visibility of your business and boost collaboration and communication with potential and existing customers.
Insightly CRM | |
Editors’ Rating | |
Dedicated Document Library | Yes |
Role-Based User Access | Yes |
Multi-Currency Support | Yes |
Workflow Automation | Yes |
Integrates With Email Providers | Yes |
Capture Leads from Websites | Yes |
Available API | Yes |
Custom Reports | Yes |
Email Tracking | Yes |
24-Hour Support | N/A |
Phone Support for Tax Topics | N/A |
User Forums | Yes |
Smart Sales Email Inbox | Yes |
Insightly offers effective mobile apps for Kindle, iOS platforms and Android and could be integrated with popular apps like Office, Evernotes, Outlook, MailChimp, Gmail and Google Apps.
Nimble
Nimble is another leading CRM system on our list helping you initiate smoother work relationships in the multi-channel world. It allows you concentrate on more important matters like data organization, sales insights and customer engagement.
Nimble provides a Contact Management feature that uses your contact record having every business records. Basic contact details is easily imported from mail, Skype, phone, Google+, Outlook, LinkedIn, Facebook, Gmail, Yahoo and more. The best thing about Nimble is it adds exact data from the social media networks which helps you get detailed customer insights to improve your social media connections and implement more beneficial marketing and sales campaigns.
Velocity 365
If you are in search of a citizen engagement platform to align government processes for effective and faster rendition of your services to customers, Velocity 365 is the best CRM system for your business. Right from offering customers with self-service to contact respective departments to making sure you are on top of both government operations and citizen concerns. Its exceptional pre-configured tools and integrations allow you provide high quality services to your customers.
To develop better customer engagement, Velocity 365 comprises several engagement modules to promote interaction with both citizens and local governments.
Salesforce CRM
Salesforce Sales Cloud is among the popular CRM system for businesses including individual solutions for community service, cloud, analytics and marketing. The CRM allows you track every customer information and interaction in a fixed location and keep following up on more leads. You can in fact use its features of sales data, lead management, partner management and marketing automation to follow up influential leads and encourage them for conversion.
Salesforce CRM | |
Editors’ Rating | |
Dedicated Document Library | Yes |
Role-Based User Access | Yes |
Multi-Currency Support | Yes |
Workflow Automation | Yes |
Integrates With Email Providers | Yes |
Capture Leads from Websites | Yes |
Available API | Yes |
Custom Reports | Yes |
Email Tracking | Yes |
24-Hour Support | N/A |
Phone Support for Tax Topics | Yes |
User Forums | Yes |
Smart Sales Email Inbox | Yes |
You can have your sales team use the app effectively anywhere in office or field. It offers optimized mobile apps for Android and iOS devices with real-time data and custom reports from dashboards. One of its amazing features is Feed First allowing you to immediately view the most crucial data depending on your settings. You can even extend its functionality by adding tools from AppExchange. Salesforce CRM helps you receive deep insights from the real-time customer data and you can build vital sales forecasts, models, territory and reports.
Microsoft Dynamics CRM
Microsoft Dynamics CRM is built to allow companies in smart marketing and productive sales. It offers essential features like social insights, business intelligence and productivity with help of One Microsoft apps. You can even choose deploying solution in the cloud, on-premises or simply go for a hybrid combination.
The main benefits of using Microsoft Dynamics CRM covers multiple dashboards, smart integration with Microsoft apps, marketing tools and integrated automation, offline access and uninterrupted integration with some popular third party apps and systems. If you are an regular user of Microsoft products the you must know how to transfer Windows Live mail to MS Outlook?
Nutshell CRM
Nutshell comes under one of the efficient CRM solution for businesses that you can use to retain and attract customers. The CRM system is build keeping the needs of small, medium and large businesses of any industry and niches in mind. It has some brilliant analytics and reporting features that makes it stand out from the best CRMs for businesses. One of the most effective reasons why one should choose Nutshell over any other CRM is its easy scalability feature that improves business growth for there won’t be any reporting caps, user limits or storage restrictions.
You can easily avail the CRM system at affordable price with the lowest price at $20 per month or just get complete access to its full functionality package at $75 per month
Bpm’online CRM
Bpm’online CRM is the last but one of the extremely process-driven CRM on our list. It helps you combine business management feature with customer data enhancing sales, marketing and service efforts. It also offers measurable features for small and medium scale businesses and even for large enterprises.
You can easily access the bpm’online CRM mobile application on a mobile device. It integrates seamlessly with well-acclaimed productivity systems like Google Calendar, MS Word and MS Outlook. Moreover, you can also integrate it with your systems in several ways like web services, .Net managed assemblies, DLL or COM.
Bpm’online CRM | |
Editors’ Rating | |
Dedicated Document Library | Yes |
Role-Based User Access | Yes |
Multi-Currency Support | Yes |
Workflow Automation | Yes |
Integrates With Email Providers | Yes |
Capture Leads from Websites | Yes |
Available API | Yes |
Custom Reports | Yes |
Email Tracking | Yes |
24-Hour Support | Yes |
Phone Support for Tax Topics | Yes |
User Forums | Yes |
Smart Sales Email Inbox | N/A |
Now, choose from the above sorted list of top 10 CRMs for your business and see your business growing with increased sales and better customer relationship.