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CRM, or Customer Relationship Management, helps in managing a successful business or company. Doing this on a regular occasion is already difficult. Add a worldwide crisis to that, and it becomes even harder.
There are several factors in a business that needs to be prioritized all at the same time. For instance, in a digital product like a website, teams need to prioritize cybersecurity to keep hackers out, while creating useful content for the site, while conducting marketing campaigns, while being mindful of daily metrics and driving conversions, all while caring for customers.
It is when technology must come in to streamline tasks and help teams nurture their customers while doing all the other things that they must do to keep the business growing. You can manage your business with software, and with CRM, you can.
Companies, industries, and other brands are bringing their businesses online, availing of cloud-based solutions so they can keep operating from anywhere, accessing files at any time, and managing their business under any circumstance.
Here are some of the best CRM software you and your company should check out.
Top 10 Best CRM Software This 2021
Setting the standard for CRM systems and services, Salesforce is one of the leading CRM solutions today. Salesforce provides excellent depth of the feature and a robust and cloud-based platform by Sales Cloud. The lightning Specialist tier allows deeper flexibility around the unique workflows of each client.
The Lightning Professional category boasts a simplified sales pipeline, teamwork capabilities, quick warning, and best practice pop-ups, and enhanced drag-and-drop dashboard design.
Salesforce Einstein Analytics company software uses artificial intelligence (AI) to simplify time-consuming tasks for sales teams, including data entry, lead scoring, and forecasting.
Cons: Salesforce comes with a steep learning curve and is also expensive. Users need to pay for add-ons to access other functionalities of the software. Customer support is also known to be of poor quality.
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One of the most popular CRM software today, Monday.com, allows you to manage customer information, communications and activities however you please. The software also guards and protects all data it collects.
Monday.com include session management, advanced account permissions, automating 100,000 actions per month, and access to the audit log. You can create and customize the dashboard according to your needs. Insights that can be collected are of your sales, processes, and performance. The software can automate repetitive tasks and automatically set records, date reminders, and automatically assign new tasks to teammates.
Cons: Monday.com has a free trial, but not an open-plan, and toggling between project views is challenging.
#3. Apptivo CRM
Apptivo software is adjustable for all kinds of businesses. With Apptivo, businesses can track the complete sales process and close more deals from anywhere with the online CRM software.
Project management is also made accessible. Teams can collaborate on tasks, timesheet management, and log expense reports. It also has an online invoice system so you can send and receive online payments from everywhere.
Email marketing is also made easy with Apptivo. You can engage with customers with Apptivo Campaigns seamlessly integrated with this online CRM software.
It is such a perk for businesses that Apptivo is an online service. In a time where we are in right now, touchless solutions are so crucial for businesses to survive and to thrive.
Cons: Apptivo applications can feel sluggish and need expanded APIs.
#4. Zoho CRM Professional Edition
Zoho CRM is known for making sales fun. CRM is also well known to be one of the best software solutions for small to midsize businesses (SMBs). It has an array of 45 Software-as-a-Service (SaaS) products that are reliable to run businesses from end to end.
This CRM software offers a wide range of features with many applications, including lead generation strategies, sales & marketing automation, contact management, multi-channel customer interactions, and a variety of predictive solutions.
Zoho CRM is known by its performance management, allowing users to make reliable predictions, incorporate territory management, and use gaming solutions to motivate teams to meet sales quotas by a fun reward system as work is done. It also comes free for up to 10 users.
Cons: Some functionalities are only open for the Professional Tier, and its ZIA voice assistant needs to be improved.
Freshsales is Freshworks’ sales CRM software, which makes it easy for companies of all sizes to capture, control, close, and cultivate their leads.
Freshsales has a highly responsive UI with built-in phone and email functions, AI-powered lead scoring, deal pipeline visualization, smart workflow automation, and customizable visual and dashboard reports.
The optimized two-way email sync means that sales agents do not have to exit the CRM to enter their email address. Email monitoring features allow users to know when and how often an email is being opened, or a connection is being clicked.
Users are also able to create custom sales campaigns using email templates. Smart email metrics help users understand which emails are useful and which are not right.
Freshsales comes with other features like direct calling thru Freshcaller, buy local numbers, use call recording, and quickly set up IVRs. It has a notes function and a scheduler for tasks and appointments. Navigation is user-friendly with a drag-and-drop feature, so the sales pipeline is easy to revise or customize at any point.
Cons: Freshsales need to add more options for exporting data. Usability also needs to be improved.
Salesflare’s tools have been developed specifically for small businesses and startups. It is a cloud-based CRM system accessible from anywhere at any time using PC, laptop, or mobile devices. Even the Android and iOS mobile versions come complete with all of Salesflare’s CRM functionalities.
The Salesflare software integrates without a hassle with Gmail and Outlook via a simple sidebar so that users can use the Salesflare CRM tools directly from the mailbox window.
This CRM software also comes with an automated data management system that adds new leads and gathers data from several relevant sources. It has an intuitive, user-friendly UI (user interface), and facilitates extensive collaboration between team members, across sales, marketing, and customer service departments.
Cons: Salesflare does not provide a custom email interface generator. It also offers minimal email marketing options, and its sales pipeline does not promote multi-channel promotions, so users are constrained to follow-ups via email.
With Drip, businesses can automate their eCommerce marketing at scale. Drip’s mission is to help brands grow by giving everyone the same powerful automation tools as big businesses do.
Drip is known for its stable automation features perfect for eCommerce, with user-friendly, reliable integrations, including Shopify and other eCommerce applications.
The Drip software is an eCommerce marketing engine that allows businesses to build personalized customer experiences, drive more revenue, and take marketing strategies more productive.
Cons: Drip is pricey, and its email templates need to be further enhanced. It also lacks CRO features, and its form builder needs more options and features.
With Keap, businesses can organize their leads, and all new and existing points are put in one place. All client information is accessible anywhere at any time.
It offers hassle-free scheduling and easy quoting, so they can get paid easier. Businesses can get out of bill collecting and get paid faster by tracking outstanding invoices.
Follow up is also faster with Keap. Users can easily make every customer feel like the only customer and work well in leading referrals and nurturing long-term business relationships.
Users can keep track of what is important to keep the business and the team organized in a time-efficient, and customer-centric manner.
Keap also lets businesses integrate Gmail or Outlook inbox with the Keap CRM, and automatically updates contact records with every email sent or received. The Keap software will also promptly respond to incoming leads and existing contacts by sending highly personalized communications that drive action or sales. In this way, leads do not fall through the cracks.
Cons: The interface of the basic customer account should have a cleaner and navigable UI. It also needs more campaign options with ample explanation to help new administrators.
User access to files, photos, emails, and other related documents stored on Keap is also limited and not time-efficient. Users even lose any unsaved info when the CRM software is left idle.
Sales functionalities also need improvement compared to other sales CRM.
HubSpot CRM is an innovative marketing automation solution, social media campaign management, and now, on customer relationship management.
It has a well-designed UI that combines well with other HubSpot products. Starts for free, HubSpot CRM users can upgrade to different paid tiers for more functionality. It targets small to midsize businesses (SMB) and is an efficient solution that grows as business needs grow as well.
HubSpot CRM can be the right choice for SMBs requiring a stable, well-maintained infrastructure without much overhead preparation and a freemium pricing model to match.
Cons: There is a lack of feature depth. And although it starts free, pricing can add up once premium functions are added. HubSpot CRM also allows a single email address per contact.
#10. Insightly CRM
Insightly CRM is a uniquely designed CRM with powerful functionality, streamlined project management, and comprehensive integration options. It integrates easy-to-use CRM with project management functions that could adequately serve teams regardless of size.
Special setup needs, repetitive tasks, managing sales, and projects can be more streamlined with Insightly CRM’s automation and customization features. Users can also create workflows to help automate specific actions to help manage projects efficiently and with consistency.
Insightly is fit for businesses outside a typical sales funnel. Users can create new projects, add notes and tasks, collaborate within the team, or with other departments. The status of the project is updated as the unit progresses along. It updates the team of each milestone achieved in the sales funnel.
Cons: Insightly’s price may become more expensive as it moves into the mid-market.
Conclusion: Choosing the Right CRM for your Business is Crucial for Success
Whether you are a startup, a medium-scale enterprise, or a large-scale industry, you would need solutions such as CRM software to get organized and focus on the things that matter to your business’ growth.
The right CRM should be able to help you keep your business on top of things—contacts, connections, and conversions—so you ensure that your business can deliver quality service and maximum ROI.
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