In every industry, businesses cannot survive without customers. Thus, companies aiming for success must discover a successful method to establish and sustain their customer relationships. A highly effective strategy for enhancing customer relationships is the implementation of CRM software.
What is CRM software
Customer Relationship Manager (CRM) can be defined as the management of customer relations in a business. However, it can also refer to a mindset, an approach, or a software solution.
CRM software was created with the goal of simplifying and reducing the time required for customer management. Its purpose is to assist businesses in monitoring and overseeing customer interactions, as well as documenting all interactions involving the business, potential customers, and existing customers.
The benefits of CRM software
Gather all customer data into one place, CRM software enables businesses to drive growth and profits by simplifying various tasks, such as:
- Improve efficiency – Having all your business data in one place makes for better workflow, easier team collaboration, and better project management.
- Have more transparency – Everyone in your organization gain visibility on your business processes, fostering more clarity, and better teamwork.
- Retain customers – By relying on a single source of truth, everyone can work with greater confidence, assuring better customer relationships in the long run.
- Increase sales – Streamlining the sales process, building a pipeline, automating tasks, and analyzing your sales data will lead to increased sales and sales productivity.
What should you look for in marketing CRM software
There are a few key elements you should look for when choosing marketing CRM software, by thinking step by step.
- Integration with other systems: The whole point of CRM software is to become a single source of truth. It must integrate with as much of your stack as possible.
- Ease of use: It doesn’t matter how powerful a tool is if nobody can figure out how to use it. Your CRM should be something every employee who will need to use it can be trained on quickly.
- Marketing analytics and reporting: The key to effective CRM marketing is being able to use the data your CRM software provides. It’s important that the tool you choose provide accessible and relevant data.
- Customer support: Your customers are relying on you, and you’re relying on your CRM. When something goes wrong with it, you need to know you’ll be able to get an answer quickly.
Here is our selection of the best CRM tools on the market.
1. Scoro
Top features of Scoro CRM software include sales pipeline management, project and task management, collaboration, billing, and reporting. These features work together to coordinate your sales process and enhance your team’s performance.
- Manage your leads in a pipeline view and easily drag-and-drop them from one stage to the next
- Get an instant overview of each client, including contact details, quotes, communication history, linked projects, etc.
- Get the tools to manage your sales process, projects, calendar, invoices, and more
Scoro reduces the time spent on reporting, meetings, and double data entry by more than 50%.
The pricing starts at $26 per user per month.
2. Accelo
Accelo offers top features that make it an end-to-end cloud-based professional service software. These features include simple and impactful tools that effectively manage business operations, execute projects, enhance staff work quality, and cultivate customer relationships.
- It provides a holistic view of updated business data and financial performance and leaves you to identify and focus on the most profitable client work
- It provides a centralized client interaction platform integrating client’s communications, and activities and works for easier access to client information
- It provides resource management optimization where it predicts and scales resource availability based on capacity and pipeline for optimum staff allocation.
The pricing starts at $24 per month for each product and user, and there is a requirement of at least 5 users.
3. Sugar CRM
Sugar CRM provides a comprehensive view of the entire customer journey and the necessary contextual intelligence for a thorough understanding of customers and the ability to anticipate opportunities. Key features include:
- Account management
- Opportunity management
- Sales collaboration
- Pipeline management
- Process automation
Optimize for short-term and long-term goals by creating multiple personalized dashboards.
The user/month pricing starts from $80.
4. Salesforce
Salesforce enables the connection between sales, service, marketing, and other areas, allowing you to identify sales opportunities throughout your business. Key features include:
- Contact management
- Sales collaboration
- Lead management
- Email integration
- Sales forecasting
Comprehensive forecasts provided by Salesforce allow you to have an accurate view of your entire business.
The pricing for Sales Cloud begins at $25 per user per month.
5. ClickUp
ClickUp is at the top of this list because it is the ideal platform for marketing teams. This is because ClickUp is flexible and customizable, making it perfect for managing projects. Additionally, ClickUp has a centralized workspace with various view options.
With its integrated project management features, ClickUp enables marketing teams to easily track progress and meet project deadlines. Furthermore, ClickUp smoothly integrates with marketing tools like Google, Slack, and HubSpot, enhancing workflow efficiency and productivity.
The advanced automation features enable teams to save time on repetitive tasks such as creating and assigning tasks, as well as setting reminders. ClickUp’s platform, which is streamlined and rich in features, enhances the productivity of your marketing team while also improving your sales efforts through efficient sharing of information. Notable features include:
- ClickUp Dashboards: Visually track your customer lifetime value, deal sizes (and averages), and lock down your sales team’s performance to ensure your marketing tactics are working
- Custom statuses and fields: Customize sales process stages or track orders, hot leads, scoring, and more by adding custom fields to your CRM workflow
- Formula Fields: Automatically calculate the cost of a new product order or track scores for new leads
- Proofing and Annotations: Give clients access to important marketing Docs and work in stride with them across your projects
- Custom marketing templates: Choose from dozens of custom CRM templates in ClickUp to track marketing campaigns, design projects, marketing goals, content plans, and more
- Workflow Automation: Automatically apply new templates, add comments, or move items across statuses to truly focus on the important tasks
- Flexible CRM views: Effortlessly arrange accounts with ClickUp’s 10+ flexible CRM views for easy
ClickUp pricing
- Free Forever Plan
- Unlimited Plan: $7 per user per month
- Business Plan: $12 per user per month
- Business Plus Plan: $19 per user per month
- Enterprise: Contact us for details!
6. HubSpot
Top features of HubSpot include its focus on inbound marketing and sales, its ability to manage customer relationships, its advanced interface, helpful integrations, detailed analytics, and campaign tracking capabilities. Additionally, it offers an all-in-one marketing tool that works in synergy with other tools.
- See charts and graphs of all the people who are interested in buying from you and how close they are to purchasing
- Talk to your customers using live chat, email, or by scheduling a meeting with them
- Keep all your important documents in one place and share them with your team
- Work with other popular tools like Microsoft Dynamic, Slack, and Jira, all in one app
- Use templates to create professional-looking emails and documents quickly and easily
- Get reminders about tasks you need to do so that you never forget to follow up with a customer
HubSpot pricing
- Free plan
- Starter: $50/month for each product
- Professional: Minimum of $400/month for up to five users
- Enterprise: Minimum of $1,200/month for up to ten users
7. Zendesk sell
Zendesk Sell, a CRM product, seamlessly integrates with Zendesk’s renowned customer service products. Customers highly appreciate Zendesk for its excellent mobile applications, enabling them to easily analyze, track, and report on the move. Furthermore, Zendesk offers extensive analytics and reporting features to guarantee that marketing endeavors are not squandered.
of this comprehensive platform include its ability to track user satisfaction and response times, as well as its inclusion of detailed built-in surveys and forms to facilitate the organization of customer feedback, just like the other tools mentioned in this list.
- Keep track of your customer interactions, including calls, emails, and meetings
- Use sales forecasting to predict how much money you’ll make in the future
- Share notes and collaborate with your team on customer accounts
- Get insights into your sales performance with visual reports
- Send personalized email campaigns to groups of customers
- Use the mobile app to access customer information and work on deals from anywhere
Zendesk Sell pricing
- Team: $19 per user per month
- Growth: $49 per user per month
- Professional: $99 per user per month
- Enterprise: From $150 per user per month
8. Pipedrive
Pipedrive, a sales management tool designed for small teams, assists in visualizing your sales pipeline and ensures that crucial activities and conversations are not overlooked. Noteworthy features include:
- Contact history
- Email integration and tracking
- Goal setting and reporting
- Google apps integration
Pipedrive has transformed the world of CRM by redesigning it from a complex system to a user-friendly solution.
The pricing for the essential package starts at $12.50 per user per month.
