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Customer relationship management (CRM) software can help you manage and grow your small business by streamlining your sales pipelines, keeping customer data organized and searchable, and providing you with insightful analytics. Today, there are more CRM options available for SMB than ever before, so w hether you're looking for a robust CRM software solution, a simple one designed for very small businesses or a free version to fit your budget, there's a CRM software choice for you.
Our CRM software reviews can help you find the right product for your business. Organizations use CRM solutions for a variety of reasons.
Initially, the CRM industry was geared primarily towards sales and PR people and offered a way to store customer information and track communication with those customers. Today, CRM solutions straddle several areas of business, including customer relationship management, marketing, analytics, communication, and even lightweight project management. Some CRM systems even have built in chatbot and calling capabilities, so reps can communicate with clients directly in the system. Today, even small businesses can afford to invest in powerful customer relationship management software, thanks in large part to the proliferation of affordable SaaS solutions, which deliver lots of functionality without the fuss of a major software implementation project. Tiered pricing structures and lots of competition means SMB have their pick of easy to use CRMs that optimize the customer relationship management process, but too much choice can be overwhelming.
Luckily, we did the hard-work of comparing and testing CRM products for you. Here is a roundup of our best picks for customer relationship management software, and how we chose them. To help you find the right CRM tools for your business, check out, which answers questions like 'what is CRM software?' And outlines the best approach for quick and easy adoption. The battle for SMB loyalty is fierce in the CRM industry and that will continue throughout 2019. As major players try to win small businesses with more integrations for broadly used apps, smaller SaaS companies will fight to compete by adding valuable functionality like click to call, live dashboards and collaboration tools.
Salesforce is likely to stay at the top with the majority of market share, but as the CRM giant continues to expand and swallow up smaller companies the diverse CRM landscape may become less so. Easy to implement, intuitive to use and inexpensive to adopt, Zoho CRM offers users lots of functionality at a competitive price point. While the customization options aren't as extensive as some other CRMs we reviewed, there are still a lot of ways to tailor Zoho to meet your needs. Like Zoho's other business apps, its CRM module feels modern, clean and immediately intuitive. Zoho also offers a bevy of click to install extensions through the Zoho Marketplace, and the easy adoption process make it possible for businesses to build out a customized CRM solution without a developer. Salesforce is an all-in-one, cloud-based solution that has everything you need in a CRM software.
Although this software is typically associated with larger businesses and enterprises, Salesforce's small business edition lets you take advantage of the product's robust set of CRM tools and resources at an affordable, small-business-friendly price. Part of Salesforce Small Business Solutions, the platform is very easy to use and includes key features like lead generation, contact and opportunity management, sales forecasting, workflow automation, and much more. HubSpot offers independent contractors and owners of tiny businesses an easy entry into the world of CRM solutions.
The free version of HubSpot may offer enough functionality to improve processes and organization at zero cost. It offers users a wealth of training resources in its online library, including learning guides, invoice template generators, email signature generators, and marketing plan template generators. Motivated users have a great DIY buffet of options – without the need to spend money on development and training. Analyzing Each Service The last steps of our research involved testing our top picks ourselves. We signed up for business accounts, tried out software demos, downloaded mobile apps, watched videos and contacted vendors with questions, posing as business owners. Here are the criteria we used to construct each CRM review: Cost; Ease of use; Contact-management features; Lead-generation tools; Sales and marketing tools; Employee-tracking capabilities; Customization options; Automation capabilities; Third-party integration; Reporting and analytics; Mobile access; Service limitations; Customer service. When writing our CRM reviews we payed careful attention to pricing.
Most customer relationship management software is priced out per person, per month, but companies typically opt for annual billing to simplify the payment process. With that in mind, these are the general tiers you can expect from CRM pricing. $10 to $15: Inexpensive CRM products are a great option for tiny businesses with modest needs, and there are many services that charge between $10 and $15 per user, per month. Affordable systems like these typically have very quick implementation times and don't usually require much in house tech support to get things up and running. If you want a fast soultion with minimal hassle this price range is a great place to start, just make sure the storage options are robust enough to meet your needs; low cost CRMs usually have caps on the number of records they can store.
$20 to $40: For additional features and a broader range of integrations with third party systems, a CRM priced in the $20 to $40 range will likely meet your needs. The majority of CRM software we reviewed falls into this category because it's designed to meet the needs of the SMB set.
As you peruse options in this price range, however, make sure you check for any limitations on the number of users supported and storage caps that could force you to upgrade to higher priced tiers in the future. $50 to $75: Customer relationship management software that falls in the $50 to $75 range per user is typically inteded primarily for enterprise use. Such systems often include options to integrate with legacy systems and allow for greater customization than other CRMs. As powerful as they are, systems like these are not necessary for most small businesses.
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$250 or more: The highest end CRM systems often feature packages that include extensive training, customization, and implementation services. Additionally, many of the most expensive CRMs are priced so high because they are not cloud services and can be hosted locally, which is a boon for organizations with unique security needs.
It's important to note that most CRM services offer free trial periods for new customers, so you can test drive the system of your choice without the risk of sinking a lot of money into a product that doesn't work for you. What are some examples of CRM Software? Customer relationship management (CRM) software refers to any tech solution that helps businesses manage communication with current and potential clients. Some examples of leaders in the CRM software industry include Salesforce, Zoho, HubSpot and Sugar CRM. What makes a CRM software 'open source'? When a software claims to be open source, it typically means that some or all of the source code is available to users for review and modification. Developers and programmers that want the ability to highly customize their CRM software often opt for open source solutions.
What are the differences between ERP and Customer Relationship Management (CRM) software? Enterprise resource planning (ERP) software has some overlap with customer relationship management (CRM) software, so it's understandable that there's frequent confusion regarding the difference between ERPs and CRMs. ERP software is intended to manage nearly every aspect of a business' operations, from accounting and human resources to inventory and analytics and as such CRM capabilities are often built into ERP software. CRM software focuses specifically on managing customer information, logging interactions with clients, and storing sales related lead details. HubSpot offers a completely free version of their CRM, making it a fantastic option for entrepreneurs on a budget, as well as small business owners who are unsure about investing in a high-cost CRM.
Even the free version connects with Gmail, G Suite and most version of Outlook, making it ideal for email marketing. There are additional paid services, like the Marketing Hub and Sales Hub, but HubSpot allows businesses to opt-in for those paid services based on specific users – everyone else on your team can continue to use the completely free version.
As the name implies, Less Annoying CRM is a product that aims to provide an alternative to large and complicated CRM systems. The result is a lightweight user-friendly CRM with just one affordable subscription level ($10 per user, per month), but somewhat limited functionality. This contact relationship management software allows users unlimited contacts, the ability to collaborate with teams, lead and pipeline management, and some project management. Even the tiniest business with no internal tech support can get this system up and running in a matter of hours, but it lacks many integrations larger systems offer, and isn't intended for big businesses. Sugar CRM is packed full of features like contact and lead management, marketing tools, reporting and analytics, call center capabilities, workflows and approvals, and more. There's a bit of a learning curve to using this CRM though, and getting started may require some work, but if your company has a decent in-house tech team, this solution will offer you unparalleled customization options and tons of high-level resources. The outstanding customer service and active online community make this CRM the clear choice for developers who want to fully customize the customer relationship management experience.
Affordable and beautifully designed, Zoho CRM looks and feels like a lightweight CRM solution, but it packs in a surprising number of high-end features and customization options. Since this CRM is part of the Zoho SaaS family, it can be used on its own or in tandem with other Zoho apps and services, and it is compatible with many popular third-party social media platforms as well. Built-in collaboration features, like the shareable calendar and file repository, make this CRM ideal for small teams and multitasking individuals. True to its name, Buddy CRM acts as a small business's CRM BFF for establishing and keeping customer relationships. It starts by giving you all the information you need about customers before you even contact them, so you're always prepared for a sales call or meeting.
Buddy CRM also gives you at-a-glance looks at the status of your business throughout the sales cycle, so you can pinpoint hot leads, identify where and why sales are lost, monitor KPIs and track team activities from a single screen. It also comes with a free mobile app, so you can take Buddy CRM with you wherever you go.
Odoo is an open-source software that focuses on tracking leads, closing opportunities and generating accurate forecasts. And because it's open source, it lets you customize the software to your exact needs and add on a wide range of apps. Supported apps include marketing, project management, e-commerce, website building, billing, accounting and even human resources. Odoo is a little on the pricier side, however.
It requires a monthly per-user fee in addition to a monthly per-app fee, though you get two free users to start. You can also use the software on multiple companies for an additional fee. SAP offers enterprise-level CRM tools at a small business price point. Features include lead, contact and opportunity management, as well as robust collaboration capabilities to help you and your team engage more effectively with customers. It's also easy to get started — just follow the step-by-step wizard and you're good to go — and you can manage the software yourself (for instance, you don't have to wait on SAP to make user changes to your account).
And because the software is built for small businesses, there are no minimum user requirements and it is scalable to your needs as your business grows.