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Which is the best CRM for you?

Should you buy THE best CRM?

All CRMs can do what they are supposed to do: organize your customer data. Beyond that, what do you want to achieve with your customer data? Your goals could be

  • More leads
  • Reporting and analytics
  • Automation
  • Customer experience

Also you might have constraints like

  • Budget
  • Adoption
  • Transition of processes
  • Time

Depending on your organization’s size and sales process maturity, your goals and constraints will direct your definition of the best CRM.

Eight CRMs that are best for small businesses

  1. Pipedrive
  2. Copper
  3. Less Annoying CRM
  4. Nimble
  5. Nutshell
  6. Capsule
  7. Keap
  8. EngageBay

Pipedrive 

The first thing you notice about Pipedrive is its visually pleasing user interface and layout. The CRM is budget-friendly and is good for teams starting with sales force automation. Pipedrive has kept the CRM simpler by not overly focusing on marketing and services aspects that has come to be associated with CRMs.

 Key Features: 

  1. Deals: This module helps you track your progress in three ways: as a pipeline, a list, and as a forecast. The pipeline will give you the progress in stages, the list gives you the list by names, and the forecast shows your progress in dollars.
  2. Activities: Mark your tasks on the built-in calendar and never lose track of a deal. You can schedule meetings with customers. See activities filtered by salespeople and by week or day.
  3. Insights: Here, you can make dashboards and reports, and set goals. Pipedrive has already made the most frequently used reports and placed them on the dash. By setting goals, you can compare your performance against them.
  4. Products: Create products, assign price, taxes, and owner to products. In the product list view, you can filter products by product code. When a product is added to a deal, you can see that deal as an associated view in the product details page.
  5. Lead inbox is an additional stage between leads and deals. Keep those leads which are not so cold yet but have the potential to become a deal some day. Lead inbox thus brings better organization to your Pipedrive account.
  6. The Meeting scheduler makes it easy for you to share a link with someone and get booked for appointments. You can even connect your Google calendar or Outlook calendar in addition to setting up availability on Pipedrive.  
  7. Caller is a built-in feature in Pipedrive. You can make calls right from the webapp. Caller allows you to call from it or from one of the integrations you have. After the call, Pipedrive can prompt to log this as an activity. It also keeps a recording of your calls.
  8. Custom fields will collect information vital to your organization but is not available as a default field. There are different field types and you can set properties for each. Custom fields are available in the important modules.

 Pros: 

  1. Pipedrive is easy to learn and easy to work with. At first glance you might feel that the CRM is too sparse and might lack in features but they have managed to cover features without an overwhelming user interface.
  2. Leadbooster: You can use live chat, webforms, and chatbot to generate leads. The Prospector will find your leads based on the criteria you set for searching the database. Leadbooster is a premium feature which is not included in the regular subscription.
  3. Security center is a key differentiator of Pipedrive. It assesses that might be perceived security issues, sends you a monthly email about it. The dashboard and alerts keeps you updated about important security metrics and issues.
  4. Pipedrive marketplace and APIs offers you functionality that is out-of-the-box. You can use one of the integrated apps from the marketplace or create a new integration with the API. Around 300 apps are available in the marketplace now.
  5. Mobile apps: There are a bunch of interesting features in the Android and iOS apps like Note scanner, activity reminders, nearby view – shows you customers near to your location. Along with the offline mode, mobile apps is a real complement to the Pipedrive web app.

 Pricing: Pipedrive offers four paid plans: Essential, Advanced, Professional, and Enterprise. These plans range from $12.50 per user per month to $99 per user per month. Additionally, you can buy LeadBooster add-on at $32.50 and Webvisitors add-on at $41.

Copper 

Copper is beginner-friendly and very supportive if you are looking for your first CRM. They have added sample data which makes it easy to get a real feel of your future CRM. You can import your data in to various modules if you have been maintaining spreadsheets. Copper’s Chrome and Gmail extensions make it easy to use the CRM from your email itself.

 Key Features: 

  1. Opportunities are leads which are qualified. You can create pipelines with stages and move opportunities along the stages. You can create stages and move opportunities along. Opportunities give your a snapshot of your sales process.
  2. Leads report gives your search and filters to find leads or create views. You can create new filters and save filtered views.You can add new leads manually or import a spreadsheet of leads to get started.
  3. Dashboards are where you start when you login. You can see your tasks, metrics and performance from the various reports on the dashboard. Similarly, it will help track your activities and goals.
  4. Workflow and Task automation: Copper allows you to set up triggers and initiate corresponding actions. Similarly, you can create a task for yourself with activities, deadlines, priority etc.

 Pros: 

  1. Use within Gmail: with its Chrome extension, Copper is handy for sales teams using gmail. Copper provides contextual information about every email interaction. You can also set reminders for email and relate conversations to any of the different modules in Copper.
  2. Goals: set targets for you team and measure their performance against that. It can be set for activities, opportunities, lead conversions, or revenue. By setting permissions, you can allow goals to be visible beyond a personal dashboard.
  3. Projects: You can manage your projects in Copper. See your tasks as a Kanban board in stages. Move tasks between stages when you progress. These can be saved as templates and the basic layout can be edited.
  4. Google Data Studio: Since Copper is built with the Google ecosystem in mind, you can connect Copper to Data studio. You can pick the modules and select the data points that you want to generate reports.
  5. Meeting scheduler: Create a meeting and send the meeting link to the customer by email. The meeting will appear as an element in the email composer. The number of meetings that you can create depends on the pricing plan.
  6. Integrations: Copper has integrated with software needed by CRM users. Beyond integrations, Copper provides API access also. However, they do not have a marketplace like some other vendors.

 Cons: 

Copper is a good CRM to start with. However, they don’t have many features built-in, for ex: caller, webforms, reporting, email marketing. Copper users have to depend on integrated apps to achieve these functionality.

   Pricing: 

Copper has three pricing plans: Basic, Professional, and Business. These plans range from $25 per user per month to $119 per user per month.

Less Annoying CRM 

Less Annoying CRM is a simple CRM in its functionality and pricing. It is the easiest CRM to work with among all apps covered here. LACRM has strictly restricted itself to contact management, tasks, and pipeline management. There is no workflow automation, which is one of the essential features of a CRM. It is integrated with commonly used apps but there is no marketplace. However, an APIs available.

 Key Features: 

  1. Pipelines are a way to see your leads visually by the stage in which they are during the sales process. The stages can be customized and leads can easily be moved from one stage to the next. The pipeline view in LACRM is not a Kanban view. You can add custom fields to each pipeline to denote a deal value, the product, etc.
  2. Contacts: LACRM allows you to import and sync your existing contacts. LACRM, since it is a lightweight CRM, focuses on contact management. A contact record houses not just contact information, but all interactions and activities that the salesperson has with that contact.
  3. Built-in calendar shows all your tasks and events in a calendar view. These events are automatically logged into the record of that contact. By connecting Google and Outlook calendars, you can avoid scheduling multiple events in the same time slot. You can uncheck shared calendars to get a filtered view and color code certain events to denote priority.

 Pros: 

  1. Less Annoying CRM is, as its name denotes, a simple and straightforward CRM. Though they are a lightweight CRM, their pricing and no-frills approach makes us remind ourselves of the budget airlines.
  2. Pricing is another major plus of LACRM. They have the easiest-to-follow pricing plan. At $15 per user per month, there is nothing that you need to scratch your head with.
  3. The 30-day free trial is an advantage customers get from LACRM. No need to make a decision in a hurry. You get sufficient time even to check how your team responds to a new CRM.
  4. In multiple help videos and resources, we see LACRM asking us to contact them or email them even with the slightest of doubts. They seem genuine in their mentality.
  5. Since LACRM focuses on contact management, they make it easy to import or sync contacts from multiple sources. They offer to do the import themselves if you are facing difficulties.

 Cons: 

  1. No mobile apps for iOS or Android.
  2. No Kanban view for pipelines: this is in contrast to what other CRMs offer. A Kanban view is pretty much the standard view of a pipeline.
  3. No built-in inbox: you have to bcc a LACRM email address for your email conversations to be logged. And, if you get a reply, you have to forward it to that address. This is not as easy as linking your inbox with CRM
  4. Reporting: The number of reports and charts are less compared to the other apps covered in this article. The available reports could use a better design.
  5. Not a great user management: though you can create roles for users, the permission sets available with each role is not exhaustive.
  6. There is no way for customers to book an appointment on the built-in calendar. Other CRMS give a URL for customers to book meetings.

 Pricing: 

Less Annoying CRM follows the product’s simplicity in the product pricing also. There are no pricing slabs. It is just $15 per user per month. They offer a 30-day free trial also without storing your credit card details.

Nimble CRM 

Nimble CRM’s strength is contact management and social prospecting. They focus on their ability to auto-populate the contact data with information available from social accounts. You can also build your contact list by importing a csv file. Also, they are tightly integrated with O365 and therefore able to unify data from inbox, contacts, calendars into the CRM.

 Key Features: 

  1. Prospecting: Nimble offers one of the easiest ways among CRMs to build a lead list. Using their browser extension, you can keep adding leads to the CRM by hovering over social media profiles.
  2. Deals are leads where you sense an opportunity. Add the deal value, close date, and probability of closure. Deals are added to pipelines to keep track of their progress. The conversations with deals are synced with the deal records.
  3. Pipelines: You can create multiple pipelines in Nimble and keep separate track of things. For ex. You could create a pipeline for leads before they become deals and track their progress. You can later move these leads to the deals pipeline. Nimble offers a Kanban view for its pipelines.
  4. Reporting: You can see forecast reports and sales performance details based on deals pipeline. It will help you keep tab on the current and future performance.
  5. Activities: this listing will give interactions you and team have had with your customers. Managers can filter and sort this report to see how their team members perform on different activity types like meetings, calls, etc. Team members can see their past and scheduled activities for each contact.

 Pros: 

  1. O365 integration is a major feature of Nimble. As we said earlier, Nimble tries to build a great contact list for you. Here, its O365 integration will collect data from outlook, Dynamics, calendar and enriches your contact and activities.
  2. Nimble has mobile apps for both iOS and Android platforms.

 Pricing: 

Nimble has a simple pricing plan which starts at $19 per user per month when billed annually. They also offer a 14-day free trial. There is an additional charge for the amount of storage, $10 for 10GB, which is applicable beyond the 2GB included in the regular subscription. 

 

Nutshell CRM 

Nutshell is a handy, good-looking CRM that has packed many cool features. Nutshell’s strength is in reporting. However, they have managed to develop all aspects of their CRM equally without leaning heavily on just one aspect. Nutshell is a good CRM for you to start with: they allow imports, are intuitive, have great learning resources and offer unlimited data and contacts in all pricing plans.

 Key Features: 

  1. Leads: Nutshell keeps all leads here. They don’t have a contacts module. In the leads module, you can create multiple views based on lead status and work on those lead views which are likely to convert. Nutshell also has a products module. You can add products to leads to assign them a value.
  2. Activities and tasks: You can set yourself activities and tasks for stages on the pipelines. You can set a stage goal and move the lead to the next stage when that goal is reached. Nutshell provides guidance (system suggested goals) for stages when you don’t define any goals or activities.
  3. Pipelines: Nutshell offers the regular Kanban style pipeline views. You can create multiple pipelines to track different types of leads. The pipeline stages can be customized. Leads can be distributed to pipelines based on set conditions.
  4. Reports are one of the best modules in Nutshell, something which the company is proud of. There are reports about sales, losses, funnel performance, activities, forecast, leads, and forecasts.
  5. Email sequences: You can create email templates and set them up into a sequence of emails separated by duration (days). The templates can be changed based on their response rates.
  6. Bulk emails: With Nutshell, you can send upto 500 emails as bulk. You can select contacts or create a filtered view and send the email to them. Merge tags will be applied to customer name.

 Pros: 

  1. Slick UI: Nutshell has been able to keep its UI attractive. The UI is rich with options but it doesn’t feel crowded.
  2. Map view for leads: This is a unique feature. You can load your contacts in a map view and see all your contacts in a location. This is handy when you are on the road and want to pay friendly visits.
  3. The nutshell dashboard provides quick access to the most important information: reports, tasks, company feed, etc.
  4. Nutshell’s Chrome extension allows you to use Nutshell as a convenient sidebar in your gmail and other Gsuite apps. You can view and add leads, also add new conversations to Nutshell.
  5. You can import contacts and other data to Nutshell with csv files.
  6. Nutshell has a built-in dialler to make calls from within the CRM. If you want to make calls from another app like Ring Central, that’s possible too.
  7. Good help resources: they have a rich and engaging video series on Youtube. The help documentation is detailed, clear, and reader-friendly.
  8. You can create teams of users. Each team can have their set of permissions which will be mapped to the team members.
  9. Nutshell does sales automation in the following ways: lead assignment using round-robin algorithm, lead distribution based on conditions, moving leads to next stages when goals related to the previous stage is met, create mailing lists in MailChimp, notify internal Slack channels when a deal is closed, and so on
  10. Removed user and data reassignment: when someone leaves your team, their leads and and related data can be reassigned to another team member.

 Pricing: 

Nutshell has two products: Nutshell Sales and Nutshell Marketing. Nutshell Sales has two pricing plans: Starter plan which is at $19 per user per month and Pro plan which is at $35 per user per month. Nutshell doesn’t have any limits on the number of contacts you can add to the CRM or on the data. Also, Nutshell Sales comes with a free plan of Nutshell marketing obviously with some limits. However it is good to get familiar with it. They also offer a 14-day free trial.

Capsule CRM 

Capsule CRM is a great value-for-money CRM. Capsule is comparable to Copper and Less Annoying CRM in its simplicity and will be, along with them, a good CRM to migrate from spreadsheets. Capsule has a friendly user interface and the essentials of a CRM. You can manage your contacts, track pipelines and opportunities, and generate reports. A stand-out feature of Capsule is Case management which can be used for pre-sales and post-sales activities.

 Key Features: 

  1. Contact management: Capsule allows you to import your contacts or sync from your accounting software through their integration. You can use custom fields to add relevant data to your contacts. Tags help you in creating customer segments. Capsule can enrich the contact data from public social profiles.
  2. Pipelines: Capsule gives you three different views of your pipeline: list, pipeline, and dashboard. Each view has its advantages with the Kanban focusing more on stages and progress, dashboard on reporting and numbers.
  3. Opportunities can be moved through stages and given a probability of conversion. That way, the total pipeline value and projected value will be calculated.
  4. Reporting: Capsule provides built-in reports about sales, pipeline value, forecasts, and activity. By applying the correct filters, you will be able to see reports specific to users and teams. Also, you can define user level permission for reports.
  5. Cases is Capsule’s special way to manage multiple aspects of your pre and post-sales customer relationships. In a pre-sale context, you can automated tasks and map the case to an opportunity and a contact. In a post-sale context, you can use it to track project delivery.

 Pros: 

  1. Minimalist UI: This is essential for entry level CRMs. We can expect many first-timers here and a minimalist UI will put them at ease.
  2. Google Data studio: Capsule has built-in reports. By connecting to Google Data Studio, you can create custom reports from diverse data points.
  3. Xero integration: Capsule projects its integration with Xero and Quickbooks vastly. It is nice to have check the invoices and sync your contacts from these software.
  4. Mobile apps: Capsule has apps for iOS and Android. Both apps have an offline mode. You can add and view data, make calls, and complete tasks.
  5. Gmail add-on and Outlook add-in brings Capsule CRM right in your inbox. With these, you can track your email conversations, add contacts, and create cases and opportunities from your inbox.

 Pricing: 

Capsule has three pricing plans: Professional, Teams, and Enterprise at $18, $36, and $54 per user per month. There is a Free plan too. The pricing plans differ primarily in the limits they have on the number of contacts and the amount of storage. Capsule makes it easy for you to reach a decision by offering a 30-day trial. The Enterprise plan is rich with support options like dedicated success manager and implementation assistance.

Keap CRM 

Keap is a beginner-friendly CRM with its friendly onboarding and wizard based set up. Keap is able to build confidence in its users that they will be able to run the CRM themselves. Other than the onboarding, Keap also has live chat support, training programs, and extensive help documentation. While we evaluated the Keap Pro plan, the next level plan, Keap Max, adds marketing automation capability which makes Keap a CRM+Marketing automation solution. Keap is costly compared to alternatives, so our advice would be to evaluate it thoroughly. If it fits for your needs the cost can be justified.

Key Features: 

  1. Multiple pipelines to track your sales and projects. You can create new pipelines or use one of the templates. The pipeline is a Kanban view which makes it easy to create or move deals in stages. Keap also offers when-then style of automation for each stage.
  2. Automation: the stand-out in Keap’s automation is how visual it is. The users will not only find it intuitive but also enjoy setting up the automation. The common automation use cases include triggers like form submission, lead’s entry into a stage, and corresponding actions include sending an email, invoice, moving the lead to a new stage, updating a record, etc.
  3. Broadcasts, as the name suggests, is about email marketing. You can create emails from scratch or one of the templates, choose recipients by tags, and set up the time for email to go. However, broadcasts are not marketing automation and cannot be sent based on triggers.
  4. Payments and invoices: You can create quotes and invoices in Keap with a drag-drop builder. The Money module will show you a summary of the payments you received, pending, etc and the list of invoices. Another interesting feature is the checkout forms with which you can collect payments without generating invoices, much like an online payment.
  5. Reporting: Keap has a bunch of built-in reports that cover sales performance,  payments, marketing, and activity. While it is possible to derive insights from each report, there is not a way to create custom reports that you might need.

Pros: 

  1. Onboarding is one of the best parts of working with Keap. Their set up wizard, live chat make it easy to setup. The high contrast user interface with larger fonts, prominent icons, and the clean left pane navigation makes Keap a pleasant experience.
  2. Mobile apps: Keap has iOS and Android apps. However these are available only in a few countries now. With the mobile app, you can keep a tab on the contacts, your tasks, invoices. The app can also be used as a business card scanner.
    1. Keap business line is a way to dedicate a phone number for business. You can port your existing number or use a new one. However, this is available only in the US now.
  3. Appointments: Set up your availability on the appointments module, share it with customers and avoid the back and forth emails or calls.
  4. Landing pages: You can create pages to collect new leads easily. Keap offers a drag-drop landing page builder. Used along with email campaigns, landinng pages can be used also for sending out promotions, boost event registrations, etc.
  5. Dashboard: Keap’s home is a dashboard that gives you a quick glance into everything that matters: your numbers, pending activities, appointments, invoices. Not only are these present there, the high-contrast UI gives each element its prominence.

Pricing: 

Keap has three pricing plans: Lite, Pro, and Max. All plans come with 500 contacts and one user. You can add users at $30 and purchase contacts based on slabs.

The Lite plan costs $79, Pro costs $169, Max costs $199. Keap might offer you a discounted pricing for the first three months like how they offered me one during the trial period. The Max plan is the best suited if you want to do marketing automation with Keap. If you plan to use Keap as a CRM, the Pro plan should be the choice.

EngageBay CRM 

This is a CRM which brings together sales, support, and marketing together. You can buy all of them together or separately. Not only is Engagenay a suite of products but it is also affordable. However, they do not have a free trial for you check out the full product. There is a free plan though which is quite rich in its features and allows one user. EngageBay is among those CRMs that have move beyond CRM as a database to CRM as a customer experience management tool.

Key Features: 

  1. SalesBay helps you to mange your sales activities. Pipelines are tracks in EngageBay. You can add deals, move them across stages, and track the progress. It is possible to connect your inbox to EngageBay. You can also set up automation to assign incoming leads to sales reps based on criteria.
  2. Live chat: You can embed live chat into your website and have conversations with customers. The chat form is customizable. You can set up business hours also. The module will show the conversations filtered by the agent. It is possible to create shortcuts for messages by using slash commands.
  3. Marketing automation: Since EngageBay maintains the same contact database for both Sales and Marketing bays, it is easy to run marketing campaigns. You can run email broadcasts to customers segmented with tags, create email sequences to engage with customers during a trial period. EngageBay also has automation and workflows to run a set of actions based on automated and manual triggers.
  4. Reports: there are built-in reports for each module which can be added to or removed from the module dashboard. The marketing reports includes performance of landing pages, forms, broadcasts. Sales reports include deals, appointments, tasks, calls, contacts.
  5. Social media monitoring: you can connect your social media accounts and closely monitor customer engagement. It is possible to add new posts, send messages to the audience manually or by triggers.

Pros: 

  1. All in one suite of marketing, sales, and support: This is the best reason for you to choose EngageBay. Though they are not the only ones giving a full suite, they offer it at an affordable rate. You can control your customer experience without having to integrate multiple apps.
  2. Pricing plans are one of the best things about EngageBay. You can buy each bay separately or as a bundle. However, if you are planning to buy each bay separately, you will have to evaluate how it integrates with your existing systems.

Cons :

  1. EnagageBay does not have mobile apps for iOS or Android. Almost all popular CRMs have mobile apps.
  2. No free trial: Maybe because they have a generous free plan, they don’t offer a free trial of their paid plans.
  3. Service bay is a weak link: While marketing and sales bays are comprehensive, ServiceBay, which is free, is not comparable to some of the competing help desks.  

Pricing: 

EnagageBay all-in-one suite has three pricing plans: Basic, Growth, and Pro. Basic costs $10.79, Growth, $35.99 and Pro, $57.59 per user per month when you pay every two years.  The Marketing and Sales bays (modules) have their pricing plans if you want to buy them separately. The service bay is free.

What is CRM Software?   

A CRM software assists you in managing your customer’s experience with you. You need to start using a CRM if you expect repeat business from all customers, which is the case with any business! It is the go-to software for your customer-facing teams like sales, support, and marketing because it can store customer’s contact data, their history and interactions with you. CRM also has tools for salespeople to convert customers and is still its predominant function. So, how does a CRM support the sales team?

Essential features of a CRM 

  • It maintains a database of your leads. CRMs allow you to collect as much information as you like about the lead. You can search, sort, filter, and group this data to find the best leads. Most CRMs allow you to qualify a lead and pursue those in separate modules called contacts/opportunities/deals. They also give you pipeline views that display leads grouped by stages.
  • Roles and permissions: Add your team to the CRM, map their real world roles in it, and define a permission set for each role. That way, you streamline unnecessary access and establish a hierarchy.
  • Rules, workflows, and automation reduce the manual work in repetitive tasks. This is a big component of CRM and should be a major deciding factor when you choose a CRM.
  • Tasks: A sales process is a bunch of tasks. Make it easy for your team to create and act on those tasks. Check out the progress with task reports.
  • Dialler: it is a convenient feature to call, record, and log customer interactions. Salespeople do not have to pick a phone, or make notes or update the CRM later. With a built-in dialler, these are automated.
  • Inbox: the majority of sales conversations happen via emails even today. You will lose the complete picture if these conversations are not logged into the CRM. That’s why the CRM should allow you to connect your inbox to it. When that is done, you can send and receive emails from the CRMs. CRMs with AI functionality can read emails, update records, and provide insights.
  • Analytics: with so much data available in it, any good CRM should give you insights to predict and increase your sales. Reports like sales forecasts, sales performance are common. You will be able to create dashboards combining multiple reports to review your sales team quickly.
  • Doc management gives you easy access to sales collaterals that are stored either within the CRM or in one of your drives like GDrive or Dropbox.
  • Integrations are what makes a CRM flexible. The more the integrations, the less you need to switch between apps. The common integrations are with email marketing, accounting, social media, ticketing apps.

How Do You Choose the Best CRM Software?  

  • Needs direct your choice of CRM to a large extent. The need could be a simple contact database or sales automation and as large as customer experience management. Think about your needs and also talk to a CRM consultant.
  • Budget: as you would be thinking, you can’t buy a CRM that ticks for all your needs but doesn’t fall in your budget.
  • Sales maturity: this is an important criteria. Think about your business model, the current sales process, and where you would like to move forward with it.
  • Team: you cannot buy Salesforce and get a young, inexperienced sales team to jump start on it the next day. Discuss with your team, get their co-operation. A CRM shouldn’t be introduced without training. Ideally, it should be one of the many improvements that your sales team is undertaking.
  • Trial: Most CRMs offer free trials. Utilize free trials to evaluate the CRM, if possible with your entire team. Check out if there is enough help resources, training, and support.

My  ranking of the CRMs

  • Pipedrive
  • Nutshell
  • Nimble
  • Copper
  • Less Annoying CRM
  • Keap for CRM+Marketing Automation
  • EngageBay for CRM+Support+Marketing

Three most important aspects of a CRM   

  • Salesforce automation
  • Lead management
  • Customer engagment

Questions to Ask When Choosing CRM Software.   

  • Do I need a CRM?
  • How can I import my current contact list?
  • How long does it take to get up and running?
  • Is the best CRM the best choice for my company?
  • Will the CRM work with my favorite tools?
  • What is the cost? What is the total cost of ownership with integrations and add-ons?
  • Will my team love the product?
  • What are the limits placed in the pricing plans?
  • Do they have a partner ecosystem and API for custom needs?

What Are the Benefits of CRM Software?   

  • Productivity
  • Sales growth
  • Clarity
  • Sales team management
  • Automation

Seven steps to get started with a CRM 

  1. Add your team
  2. Import your contacts
  3. Set up pipelines
  4. Set up activities
  5. Create a dashboard
  6. Configure automation and workflow
  7. Integrate other apps

CRM Software FAQ   

  • What is the best CRM for a start up
    • You could look for free plans in popular CRMs. We found Nutshell to be a good choice but they do not have a free plan.
  • Which is the easiest CRM?
    • All CRMs want to be easy but we feel that the easier you make a CRM, the less feature-rich it is going to be. Among the apps we compared here, Less Annoying CRM is the easiest.
  • Which CRMs work best with Google?
    • Check the Google workspace marketplace for CRM apps. Almost every CRM app has a Google plug-in too which works as a Gmail or Chrome extension. From the apps in this article, Copper is highly-rated for Google.
  • Is HubSpot CRM really free?
    • Hubspot CRM is not free, they have a Free plan along with paid plans.
  • What is the best CRM?
    • Salesforce is the undisputed best CRM. However, the best CRM is not always the best suited for every business.

Executive Summary   

Choose a CRM that matches the maturity of your sales organization. Also, try to understand how each vendor defines CRM. Some are sales focused, others are customer focused. To summarize this article:

Pipedrive is the best of the eight CRMs compared here. We would place Nutshell as the second. Nutshell does not have an app marketplace like Pipedrive.

Nimble is a great CRM leaning a lot towards effective prospecting through social media and working with your email inboxes. Copper is second to Nimble because it is not strong as Nimble in its social prospecting capabilities Less Annoying CRM might be the right choice if you want to be careful and have a safe-than-sorry approach. They offer a 30-day trial and charge only $15 per user per month.

Keap is an excellent choice if prefer easy set up, support, and hands-on training with marketing automation also in mind. EnagageBay is a good option if you want to unify you sales, marketing, and support departments and offer a great customer experience.

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