Customer Relationship Management (CRM) is used to collect data regarding communications between customers and a company. This information comes in various ways, and it is collected in a primary database. The business can then examine this information and utilize it to improve its address to the interests of consumers and products to drive its growth.
Most importantly, CRM is essential for all companies and particularly vital for little businesses that are in the early stages of their growth. It is due to the success of the business depending upon the customers they can increase. Based on the establishment's conditions, there are various CRM systems users can choose from.
So let's discuss the best CRM Software tools in detail.
Best CRM Software Tools
Here we have listed the 10 best CRM Software tools to help you grow your business.
1. Agile CRM
https://www.youtube.com/watch?v=QQOIQmkz8ms
You need to sign up to use this tool, and this tool has impressive features set and broad automation capabilities. Agile CRM is undoubtedly the best CRM tool for all small companies. Users can save details of 10,000 organizations, and there's support to track emails, manage to score, and design deal milestones.
Agile CRM provides builders tools for various services email templates, including forms and landing pages of the website. There is also the capability for automating marketing tasks as well as monitoring social media.
Features of Agile CRM
- 360-contact-view
- Contact-timeline
- CRM-reporting
- Contact lead scoring
- CRM -telephony
Pros
- Responding to Variety
- Admitting uncertainty
- Review cycles are faster
- Incredible flexibility in the releasing features
- More limited up-front work
Cons
- Shortage of understanding
- Flexibility can result in bad behaviors
- Shortness of predictability
- Difficulties at scale
2. Zoho
In terms of business management tools, Zoho is one of the best CRM Software tools. The company's responsibility includes every aspect related to an accounting tool and in case a user needs the rows of a self-hosted CRM. Zoho's Cloud CRM is appropriate for it.
Zoho Marketplace carries several extensions that can be attached to the CRM dashboard to increase its functionality. It is a multichannel online CRM that aggregates consumer information from various sources, including live chat, email, social media, and calls.
Features of Zoho
- Lead Management
- Deal Management
- Contact Management
- Workflow Automation
Pros
- Robust email marketing and automation features
- Integration is seamless
- Form builder application is available
- Extensive reporting
Cons
- Needs many customizations to get started
- Limited consumer support
- Forms are not optimized for changes
3. HubSpot
If your business is not big enough, then it is not necessary that you cannot use the CRM system. Hence HubSpot can be your primary goal for increasing because it helps improve the penetration of customer communications efficiently. This CRM tool automatically collects all customer interactions like email, social media, and calls. HubSpot works with third-party assistance like G-Suite as well as Office 365.
Features of HubSpot
- Log emails better
- Uses Documents tool
- Build email templates
- Create Meetings links
- Create snippets
Pros
- The tracking email opens and clicks.
- It does an excellent job of filtering all contacts
Cons
- Follow-up tasks can be improved
- It requires doing a sufficient job with the layout.
4. Streak
This CRM tool is best for various modules, which can help you to create amazing outcomes from it. This tool can convert Gmail into the CRM powerhouse, so you need to install the extension for appropriate workings. Streak offers a feature for collaborating to share information through a single click.
You can arrange deals, support chains, and build task reminders by using Google Calendar. Features such as Webhook API access, shared pipelines, mail merge, and tracking are also involved in the mix.
Features of Streak
- Private pipelines
- Email tracking
- Mail merge
- Custom columns
- File attachments
- Import and Export capabilities
- Mobile access ( for iOS)
- Linked boxes
- Email filters
- Advanced permissions
- Custom permissions
- Data validation
Pros
- It can easily track emails
- It does not close up the email through folders.
- Very customizable for functionality
- Automatically track details of email.
Cons
- A little bit of manual for moving boxes to various categories.
- It needs a keyword search option
5. PipeDrive
https://www.youtube.com/watch?v=FG5ls3UOItw
Not every company requires complete teamwork for handling customer interaction because some organization needs it for the sales department. Therefore PipeDrive is the best CRM tool for these organizations. It delivers various features, such as email combination, with complete maintenance for detailed tracking and customized templates.
PipeDrive is a sales CRM created for the least input and best output. Its primary interface is a pipeline that offers to be in control of multiple sales processes. Sales stages can categorize all the deals, and statistics tools provide a personalized analysis of sales.
Features of PipeDrive
- 24/7 Support
- Contact History
- Email Integration
- Email Tracking
- Full Customization
- Mobile Apps
- Powerful API
- Secure and safe
- Sales Reporting
- Timeline View
Pros
- Does not need the training to use it.
- Helps to improve sales
Cons
- Email automation needs to be easier
- It is only suitable for smaller companies
6. Insightly
https://www.youtube.com/watch?v=N5iHhL7_N98
For small companies, the budget is always a concern of why this CRM tool is beneficial for solving the concerns. It helps companies to find various solutions for making the best cost estimates.
Insightly offers a limit of almost 100,000 records, storage space of 10 GB as well as the capacity for importing 25,000 records per session. It also provides task management, extensive custom reports, and API access. Insightly allows detailed report tables and the capability for connecting Microsoft's Power BI business analytics service.
Features of Insightly
- Easy to use
- Users can quickly go social
- It mixes easily
- Users can get training through it.
Pros
- The link in Project Managers and Sales
- Grades on opportunities
Cons
- It is a bit slow in Managing Leads
- Workflows issues for the tasks assignment
7. SalesForce
https://www.youtube.com/watch?v=6dzXMI7YQPA
This CRM tool is undoubtedly the most famous name in the business industry. SalesForce offers everything to fulfill every need of the business. It provides various features such as rules-based lead scoring, B2B market automation, and campaign management.
Apart from this, the user also gets contact management and account management, and a customizable sales process. SalesForce has a mobile app that allows a user to track customer interactions. This tool has amazing configurable reports and dashboards for making everything easier in real-time insights.
Features of SalesForce
- Data Integrity
- Base Simplicity of UI
- Automation
- Customization
Pros
- Very easy to operate
- Easy to combine with a type of systems
- Lots of online training
Cons
- It can be overly complicated.
- Issues in technical support
8. Nimble
https://youtu.be/-04mA-EgdUA
This CRM Software tool helps you find specific contact information and store customer interactions. Nimble offers you various features such as controlling the accounts from the Information screen, presenting it more accessible to support your feeds, and communicating quickly with contacts. Most importantly, this tool delivers a fantastic experience in communication and search functionality.
Features of Nimble
- Actionable, secure contact records
- Consolidate contact data
- Take more intelligent actions.
- Stay organized
Pros
- It's moderately priced.
- Excellent combination with Google Apps
- Easy import functionality.
- Easy sales pipeline feature.
- An utterly functional trial pack is available.
Cons
- Using email in Nimble is not excellent
- Autoresponder functionality is not available
9. Nutshell
https://www.youtube.com/watch?v=p8XGOUxOa4s
This CRM tool offers you a wide range of automation and customization capability to handle the information more efficiently. Nutshell is an easy-to-use and relatively affordable tool that is available for iOS, websites, and Android. Apart from it, Nutshell offers customizable settings for Description Stage Probability and guidelines for consigning leads as delayed and finished after settling in a platform for a specific amount of days.
Features of Nutshell
- Activity Reports
- Calendar Sync
- Contact Importing
- Email Ingestion
- Lead Confidence
- Nutshell Intelligence
- Sales Collaboration
Pros
- Customized Reports
- Duplicate Warnings
- Customizable Dashboard
- Customizable Pipelines and activities
- Easy reports
Cons
- Email integration is a bit hard
- A web search to find the picture of the contact does not work.
10. Apptivo
https://www.youtube.com/watch?v=JqXqAXA_iUo
This CRM tool is a cloud-based software that is designed to help businesses maintain a variety of capacities, including financials, supply chain management, and human resources. Apptivo’s CRM tool provides various benefits for contact management, opportunity management, lead administration, and consumer service ticket administration.
Marketing applications involve campaign administration, loyalty management, and lead segmentation. Businesses can choose assured applications and reject applications they don't want.
Features of Apptivo
- Reminder System
- Document Storage
- Email Marketing
- Mobile Access
- Quotes/Proposals
- Segmentation
- Task Management
- Territory Management
Pros
- In-Built support system for the new users
- Affordable price
- Integration with Google Apps is amazing
- In-Built email handling
Cons
- Less compatibility between the apps
- Regularly messed up the contact data
Conclusion
As you know, Customer Relationship Management (CRM) is an essential part of business, so you need terrific tools to handle data in an appropriate manner. Hence this article helps you to gain knowledge regarding the big CRM Software tools so that you can use them for the best possible outcomes for your organization.
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