No matter at what stage your startup is of the startup life cycle, using a Customer relationship management (CRM) software will only help you in doing your work more efficiently and effectively. It helps you capture the leads effortlessly, nurture them, and convert them into sales.
Most CRM softwares integrate with the tools you use in your everyday life like G Suite, Outlook, and even your financial tools to give you a seamless experience.
Here's a list of the 5 best CRM software to help you succeed in your venture.
Hubspot CRM is a free CRM software which is best for you if you run a small startup or a microbusiness. This CRM software is a must-try for everyone as, in most the cases, it offers enough functionality to improve the performance at zero costs. The benefits include:
- Pipeline management Tool – to help you keep track of your deals
- Contact Data Organisation – to help you organize information about all your contacts.
- Sales Reporting & Forecasting – simple tool to help you ditch complicated tools like excel.
- Customer Segmentation – to help you find the warmest deal to focus on.
Hubspot CRM gives you all the tools to capture leads, create company and contact profiles, and turn those leads into sales. It lets you create detailed company and contact profiles with no limits (up to a million contacts) and organises all facts obtained from customers in an easy understandable manner. This free CRM tool provides you with a single dashboard which can be accessed by your every team member with no limits on the number of users.
The suite also comes with loads of training resources, learning guides, invoice template generators, email signature generators, and marketing plan template generators in its online library.
Hubspot CRM turns out to be a giant when combined with Hubspot’s Sales & Marketing tools.
Easy to use, full of features, and inexpensive to adopt, Zoho powers up the traditional CRM software with artificial intelligence. You can chat or call your AI-powered sales assistant for any customer information from your CRM. Besides this, it lets you automate repetitive tasks, add industry specific modules and custom buttons, and change the overall look and functionality of the platform to match your business.
The software also provides a multichannel support – email, live chat, telephony, and even social media, to capture and convert your leads.
You can even use use visitor tracking and email analytics to know what your customers are seeing and find opportunities for engagement.
One of the reasons Zoho is the perfect CRM tool for your startup is because it can integrate with almost all the top email and social media platforms like G – Suite, Zapier, Outlook, Twitter, Facebook, etc.
Copper is the recommended CRM tool if you’re planning to use G-Suite. It’s a smart and easy-to-use CRM system developed especially for G-Suite. Copper isn’t a stand-alone platform. It lives in your Gmail and can be downloaded as a Chrome extension.
The extension adds sales productivity tools like lead management, contact management, visual pipeline management, and task management tools like email templates, automatic email sync, and alerts and notifications right to your Gmail dashboard.
This CRM tool eliminates the need for manual data entry as it scrapes and captures all of your contacts, emails and other crucial account details so everything’s automatically there and ready for you to start selling. Moreover, it also supports team collaboration and all your team members have visibility into every single customer moment which makes your CRM strategy execution smoother.
Copper comes with three slabs of subscription plans starting from $19 per user per month. It also provides a 14 day no-obligation no-credit card trial period for you try its plans before subscribing to them.
Salesforce is one of the oldest players dealing in CRM tools. It provides an enterprise-level solution to the small businesses and is the best option if you run a Small or medium level business but want to compete on a larger scale.
This CRM system has tab-styled easy-to-use-and-understand UI where each tab is separated into categories like Home, Contacts, Accounts, Leads, Campaigns, Opportunities, Forecasts Files and more.
This SAAS product is mobile ready and provides features beyond the functionality of a typical CRM software. Besides the usual CRM features like marketing automation, lead management, partner management, and contact manager, the software comes with extra features like project management and workflow tools, content management, and third-party integrations to not only capture but to convert the leads in the best possible manner.
You can use opportunity management module to get insights on opportunities and contact manager module to get a complete view of important customer details such as discussions, communications, social mentions, and activity history.
Salesforce offer five subscription plans starting at the from $5 per user per month.
Insightly could be your go-to CRM tool if you want a CRM tool which supports a lot of integrations. This tool can be easily integrated with Google Calendar, Gmail and Docs, Outlook 2013, MailChimp, Evernote, Box, Dropbox, QuickBooks Online, Xero, and more.
The platform also has a mobile application which lets you access information from anywhere.
What separates Insightly from other CRM softwares is the presence of these features:
- Custom fields: You can add custom fields to the entries
- Search: It even searches the notes besides other important fields
- Specially crafted features for task management and tracking
- Real Time information on dashboard
- Advanced Reports to let you create custom, tabular reports.
- Integrated project management functionality where users can track and manage follow-up project commitment directly from within the CRM after the deal is closed.
- Seamless integration with other tools