When pondering upon the selection of a CRM app for your enterprise, doth question thyself thusly: What manner of customer data doth thou need to track?
Lo and behold! Seek thee the best CRM apps for thy business? Then fortune hath smiled upon thee! This treatise shall illuminate the top seven CRM apps that shalt aid thee in managing thy business like a consummate professional.
Whether thou doth seek a CRM app to oversee thy customer data or one to assist in managing thy sales pipeline, fear not, for we doth have thee covered. Let us proceed forthwith!
What ho! What manner of CRM app doth this be?
A CRM app is akin to a software program that doth aid businesses in the management of customer relationships. The acronym CRM doth stand for customer relationship management, and is employed to enhance the relationship betwixt a business and its clientele.
By tracking customer data and interactions, CRM apps doth bestow upon businesses valuable insights into the needs and behavior of their customers. Verily, thou canst utilize CRM apps to manage customer contact information, sales opportunities, and marketing campaigns. They can unveil where sales art won and lost, thereby providing insight into thy strengths and weaknesses.
CRM apps can also assist businesses in tracking their performance vis-a-vis their customer relationship objectives. They can aid thee in staying connected to customers, streamlining thy workflow, and improving thy company’s profitability. Thusly, CRM apps can be deemed invaluable tools for businesses.
The threefold types of CRM systems
CRM apps doth come in diverse shapes and sizes. However, at their core, they art derived from the three types of CRM systems: collaborative, analytical, and operational.
Collaborative CRM systems art designed to foster unity amongst people. They art fashioned to aid team members in sharing information and collaborating more effectively. Salesforce doth serve as an exemplar of a collaborative CRM system.
Analytical CRM systems art centered upon bestowing users with insights into their data. They encompass features such as reporting and data visualization tools that aid users in comprehending their customer data.
Operational CRM systems art contrived to automate repetitive tasks and processes. They can assist sales teams in automating lead assignments, follow-up reminders, and quote generation. Zoho CRM is an operational CRM system.
Oftentimes, CRM apps can be influenced by more than one of these systems in their final offering.
What to seek whilst selecting the finest CRM app for thy business
When-t tis the time to select a CRM app for thy business, there doth exist several key factors to keep in thy mind. Firstly, contemplate the specific needs of thy business. Harken to these inquiries to commence thine quest:
– What manner of customer data doth thou need to track?
– What features art most significant to thee?
– Doth thou need certain reporting capabilities?
– Doth thou require adjoinment with other software?
– Doth thou possess a tech-savvy sales team, or doth thou need to give primacy to ease of use?
Once thou hast attained a comprehension of thy needs, thou shalt be enlightened as to which features in a CRM app thou desire to prioritize. Herein a few features to ponder when deciding which CRM app is best suited for thy business.
Multiple seats for thy team
Having multiple seats for thy team within a CRM app is an essential method to ensure that all can make the utmost of the app and contribute to the prosperity of thy business.
CRM apps art vital for tracking customer interactions. They canst aid sales teams in staying organized and providing valuable insights. However, CRM apps can also be wielded by other departments, such as marketing and customer service.
Having multiple seats for thy team is crucial so that each can access the CRM app and bring it to its full potential. Multi-user CRM apps can aid teams in collaborating more efficiently and in understanding customer needs better. They can also enhance communication amongst team members.
Ease of use
CRM apps art crafted to streamline the management of customer relationships, yet if the app is intricate to use, t can verily have the opposite effect. A CRM app that is facile to use wilt render it simpler and swifter for users to input data, thereby ensuring that they shalt be more inclined to regulaly utilize the app.
In contradistinction, a CRM app that is cumbersome to use shall swiftly descend into a labor, and users wilt be less inclined to regularly input data, leading to an incomplete and inaccurate database. Therefore, ease of use is imperative to ensure that a CRM app is thoroughly effective.
When assessing diverse CRM apps, do take care to evaluate their user-friendliness. CRM apps with a sophisticated and intuitive design art more likely to be wielded on a regular basis, rendering them a superior choice for businesses seeking to bolster their customer relations.
Allows for integrations
In order to be efficient, CRM apps must needs be integrated with other business systems, such as chatbots. This is owing to the fact that chatbots can furnish valuable data that can be employed to enhance customer service and sales.
Chatbots art an invaluable resource, particularly if thou hast elected one that shalt aid thee in attaining thy business objectives and communicating naturally with thy customers. Our sister chatbot, Heyday, is a tried and trusted resource for businesses akin to thine own.
Chatbots can be utilized to monitor customer inquiries and complaints. This data can then be injected into the CRM app, which can aid in identifying areas where thou can enhance the customer experience. Furthermore, thou canst employ chatbots to promote products and services to customers.
Aside from chatbots, thou wilt desire thy CRM app to be capable of interfacing with any other extant software thou hast to make the most of it.
Both desktop and mobile-friendly
A CRM app dost need to be conducive to both desktop and mobile usage. Sales teams, especially those in the field, art ever-increasingly using mobile devices to manage customer relationships.
A CRM app that is not mobile-friendly is a considerable hindrance to sales productivity, for t doth necessitate salespeople to flit betwixt devices to access the CRM data they require. It is also a squandered opportunity to engage with customers and forge relationships. Being tethered to a desktop implies that salespeople cannot naturally employ the CRM app whilst they art out meeting with customers.
A CRM app that is not mobile-friendly imperils both customer engagement and sales productivity.
Reporting capabilities
With a CRM app that boasts robust reporting, thou shalt be able to track thy sales and marketing endeavors. Thou shalt possess insight into which ones prosper and which necessitate improvement. This doth permit thee to discern trends and ascertain where thou needest to focus thy energy. Reporting capabilities art indispensable for any CRM app that desires to be taken seriously.
Setup and ease of implementation
A CRM app is only as worthy as its aptitude to be swiftly and effortlessly set up by users. If an app is too intricate or time-consuming to implement, users shall likely tire and move on to another offering. That is wherefore many CRM apps concentrate on being simple and straightforward, with clear instructions that doth render it easy for even the most tech-averse user to commence.
Customization and automation features
A pivotal feature thou shouldst seek in a CRM app is the capacity to customize the app to meet the specific needs of thy business. For instance, thou might desire to append fields for tracking customer preferences or encompass features that maketh it facile to segment customers by location.
Automation features art also pivotal for CRM apps. This feature canst aid thy business in saving time by automatizing tasks. Thou shalt be able to automate mundane work such as sending follow-up emails or generating reports. Automation can also aid in ensuring that thy data is continuously up-to-date, which is vital for making accurate decisions concerning customer relationships.
Sales pipeline management
Thy sales pipeline is one of the most crucial aspects of managing thy customer relationships. Maketh it simple for customers to obtain what they require in whichever stage of the funnel, and thou shalt make the process much more pleasant. Furthermore, thou shalt be aiding thine own bottom line.
By tracking every stage of the sales process, CRM apps can assist thee in concluding more deals and augmenting thine overall revenue. Moreover, CRM apps can provide valuable insights into where deals come to naught, granting businesses the ability to effect requisite changes to their sales strategy. Seek CRM apps that boast splendid sales pipeline management capabilities.
Dashboards and reporting
One of the most pivotal facets of any CRM app is its dashboard and reporting feature. A CRM dashboard furnishes a clear overview of all the vital data pertaining to customer relationships, while CRM reporting bestows upon businesses the capacity to track performance and pinpoint trends.
Dashboards and reports art indispensable for aiding thy business in understanding thy customer relationships and making the most of thy CRM app. Minus these features, a CRM app would be naught but a glorified address book. With dashboards and reports, CRM apps provide valuable insights that can assist businesses in enhancing their customer service, sales, and marketing endeavors.
Price
Whilst tis vital to uncover an app that encompasses all the features thou require, tis also essential to ponder upon the price. After all, thou desirest not to lavish more than is requisite on features thou shalt not employ.
Fortunately, there art CRM apps available at an array of price points, from free to hundreds of dollars. Hence, thou shouldst be able to locate an app that doth cater to thy needs.
The 7 finest CRM apps for thy business
Herein lie seven of the finest CRM apps for thy business.
1. Salesforce Sales Cloud
Salesforce is a commendable CRM app for businesses of all sizes, particularly enterprise-level businesses. It doth stand as one of the most acclaimed CRMs in the market. Salesforce offers a plethora of features including contact management, opportunity tracking, and lead management. It also boasts a robust customer support system.
Salesforce employeth artificial intelligence (AI) to automatize processes with their Flow Orchestration, rendering it simple to manage multi-user processes. The detailed data tracking bestows upon thee custom reports that dissect sales performance so thou canst discern how well thy CRM is performing.
One advantageous aspect of Salesforce is its integration abilities. Thou canst seamlessly integrate chatbots like Heyday with thy CRM.
If thy company doth necessitate the ability to customize thy CRM app, Salesforce might be the suitable choice for thee. Thou shalt be able to employ its customization options, internal ecosystem, and third-party integration capabilities to craft a tailored platform that is as distinct as thy business.
The disadvantage to Salesforce? The user interface is not as contemporary as users presently expect from a SaaS giant such as Salesforce. It can require considerable customization for it to operate efficiently and effectively. Thus, if thy team doth desire to customize their CRM app, then splendid! But if thou dost desire a plug-and-play app, thou may want to seek elsewhere.
Price: commencing at $25 a month per user
Key features:
– Customizability
– Contact management
– Opportunity tracking
– Lead management
2. Zoho CRM
Zoho is a favored CRM app for small and mid-sized businesses. Zoho boasts a full suite of office software, allowing thee to accomplish everything in one place. Moreover, it doth commence as free, so if thou art desirous of trying out some platforms risk-free, this is a commendable place to commence.
Zoho’s marketing automation is encompassed in the cost, so thou art assured that there shalt be no hidden fees or add-cost features. Thou canst orchestrate email marketing campaigns and then map the leads they capture. Furthermore, thou can segment customers to target them more effectively.
They also possess a robust set of sales tools that can aid thee in contacting, capturing, nurturing, and converting leads. The Zoho CRM mobile app is tailored for salespeople on the move. Thou canst utilize it for business card scanning and voice-to-text notes so thou can swiftly capture and track lead information.
With Zoho’s SalesSignals tool, thou can receive notifications of every action a lead takes. When they interact with one of thy emails or social accounts, thou shalt be dispatched an alert so thou can respond promptly.
The drawback to Zoho is that its user interface is somewhat clunky and awkward to use.
Price: Commencing as free
Key features:
– Automation for sales and marketing
– Lead prediction and gamification
– Birds-eye-view style dashboard
3. Insightly
Insightly is the fitting CRM app if thy sales teams art oftentimes in the field. It is also frequently chosen by small businesses. The user interface is simple to use and easy to grasp by either someone new to CRM apps or an agent on the go.
Insightly can construct a map of thy contacts. This shalt showcase anyone being onboarded to thy sales team the informal connections and network of thy clients and organization. They also possess business card scanning capabilities, so thy agents shall not have to manually input contact details.
Thou can also craft custom dashboards from scratch. Adjusting the interface is facile; thou dost not even need to open the app on thy desktop. Thou can add, delete, and move objects on thy dashboard as the need arises. Thou can also create charts, graphs, and other useful visualizations that thou can share with thy team.
Regrettably, Insightly lacks advanced features found with some of the other CRM apps, such as custom workflows. Moreover, the higher-tier pricing is rather steep.
Price: Begins at $29 a month per user
Key features:
– Drag and drop dashboards
– Cloud-based architecture
– Simple user interface
4. Freshsales
Freshsales CRM is splendid for companies that receive a multitude of leads, both qualified and unqualified. The CRM can track the engagement of thy leads and group and assign them accordingly. Thou can then guide thy team to where they art most needed.
Freshales art renowned for its lovely interface and ease of use. It encompasses built-in phone and email, lead scoring, and a visual sales pipeline. Thou canst effortlessly import thy leads, possess multiple pipelines, and share thy reports and dashboards with thy teammates. Furthermore, thou canst easily configure, price, and quote within the platform. Thy invoices, quotes, and onboarding documents can all be customized directly in Freshsales.
One thing to bear in mind is that to extract the most benefit from Freshsales, thou shalt wish to invest in their entire suite of products. And for many, that is simply not a feasible option. It lacks integration with other SaaS products and can be a concern for myriad. Moreover, the interface is intricate for individuals who art not tech-savvy.
Price: Free to begin, then commences at $15 a month
Key features:
– Built-in communication features
– Lead engagement tracking and sorting
– Customizable forms and data input
5. Pipedrive
Seeks’t thou straightforward, easy-to-use CRM software? Then Pipedrive might be for thee. This CRM app’s singular goal is to aid thy salespeople with selling. There art no bells and whistles or potential distractions.
Pipedrive automatically tracks emails and calls, noting the progress of the sale as thou proceedeth. Thy dashboard hath una single, streamlined view of thy sales process. Thou canst set up automatic alerts and reminders to keep all of thy active deals on track. And thou shalt receive a sales forecast update when thou moveth a deal down thy funnel.
The singular sales focus of Pipedrive renders it easy for anyone to use.
The cons of Pipedrive art a necessary impurity to its pros. Whilst the CRM app’s pure focus on aiding salespeople sell is its strength, tis also its weakness. There art no marketing or other features in the app. However, Pipedrive’s integration capabilities art rather comprehensive.
Price: Commencing at $14.90 a month per user per month
Key features:
– Sales tools like customizable web forms and segmentation
– Customizable pipeline
– Visual pipeline
– Integration capabilities
6. Nimble
Nimble describes itself as “the only CRM that builds itself for you,” which is splendid for users who art not desirous of configuring their CRM themselves.
Integrating your email inboxes and calendars allows Nimble to configure itself in thy digital life. For onboarding new users, Nimble provides myriad useful, relevant instructions. Those already adept at CRM may find this a tad overbearing.
For prospecting, Nimble possesses an efficient Prospector engine, contact action lists, and a social tracking feature to aid thee in staying organized. Nimble’s other organizational capabilities encompass unifying thy inboxes (including Twitter), syncing thy team’s calendars, and robust contact management.
Nimble also aids thy sales team in creating profiles of thy contacts. It automatizes data entry of contacts with information such as:
– who they art,
– whence they art from,
– at which company they art employed,
– what their current role is,
– in which year the company wast founded,
– company revenue, social profiles, and contact details.
All of this information maketh prospecting a breeze.
Price: Commences at $19 a month per user
Key features:
– Prospecting tools like the Prospector engine
– Robust contact management
– Email and calendar syncing
7. Copper
Copper is a CRM constructed specifically for G Suite users. If thou art a devotee of Google Drive and Gmail, then this CRM might be for thee.
Upon integrating with thy G Suite, Copper can update thy data automatically contingent upon thy Gmail communications. It wilt also record and synchronize meetings and categorize thy Google Drive files in accordance with thy accounts and deals. Moreover, Copper finds relevant information about thy client online for thee.
Many companies adore how t can track growth. Copper records thy sales and revenue per person and monitors missed opportunities. Thou can employ it to discern areas where thou win and lose leads. The CRM also furnishes a leaderboard where thou can witness how well individuals on thy sales team art performing.
One of the aspects we admire about Copper is that it boasts specific CRM offerings per industry. It permits thee to specify who thou art and thy needs, sorting offerings by:
– Agency CRM
– Technology CRM
– Consulting CRM
– Real Estate CRM
– Small Businesses
– Mid-Market
– Enterprise
Price: Commences at $23 per user per month (when paid annually)
Key features:
– G Suite integration
– Ease-of-use
This concludes our discourse on the finest CRM apps for thy business. May thou makest a judicious selection befitting thy enterprise’s needs and aspirations.
