Top 5 CRM Software Small Businesses 2017 Suggestions


Not every business owner out there realizes that developing his data management skills is an essential part of developing a successful company. Spreadsheet entries, manual research and human interpretation of data are the growing business’s biggest time wasters, which makes CRM software a pretty smart investment in the initial stage of their development. 

How do CRM solutions benefit small businesses? To start with, they automate several time-consuming bottom line operations and centralize customer touch point and marketing blast data in a single hub. They also enable sales people to track their bid-to-win ratios down the sales pipeline, as a result of which they are timely informed on market demand or impact of campaigns that could attract the right buyers. Without a digitized solution to take care of these issues, agents would probably have to drill down to old invoices and spend hours checking customer records to make whatever accurate prediction. CRMs are also simple and collaborative by nature, and allow your team to reach common solutions to any problem or customer inquiry. In such way, these solutions guarantee customer satisfaction, which as we know is the core of a successful business.

What is the best CRM software to consider in 2017? The market is overwhelmed by advanced customer service products, but what matters is to choose a CRM that corresponds to your needs and budget. We’ve listed the 5 top CRM software for small business we believe can meet the requirements of any company out there, and we invite you to give them a look:

Pipedrive – Our Score: 9.8/10

Pipedrive won our Best CRM Software Award for 2016

Pipedrive is a sales and CRM system that gives business full control of their market-related operations, and meets our quality criteria good enough to be the leader of our list of top CRM software for small business. Our experts recommend it both to sole vendors and developing businesses as the tool that can organize their leads, let them focus on priority deals, and sell more.

The downright intuitiveness of the system helps you distinguish hot leads and priority deals, and develop an individual approach for each of them without wasting too much time. Negotiating a deal, or maintaining lead relationships in general is a fully flexible process, and you can quickly customize it to promote your brand, or adjust the conditions you no longer agree with. In fact, Pipedrive allows you to switch on/off entire modules, and guarantees there will be no side effect on the quality of your service.

On top of it all, Pipedrive is a universally applicable system where you can tweak all of your workflows, regardless of how complicated they may be. Pipedrive is available in 13 languages to serve almost all geographies, and works with a wide range of currencies including leading and minor ones. Numerous integrations and full mobile optimization are also a part of the Pipedrive package. The vendor offers a great free trial plan so it’s a great option if you want to try out the software first. You can easily sign up for Pipedrive free trial here.

Why is Pipedrive suitable for small businesses?

It accelerates deal closure. Adding deals in Pipedrive couldn’t be simpler. all you need to do is to click on the Add Deal button on top of the deals section, and fill in the data required in the pop up dialog box (associated organizations, closure expectancy dates, stages, and scheduled activities). The advanced Activity Scheduler makes it easy to plan events and appoint meetings in your calendar with no risk of double entries.

It organizes and manages leads automatically. The minimalist layout of this system facilitates lead management, and so do the seemingly infinite configuration possibilities. The system collects contact information using customizable Web Forms, which can be placed directly on the user’s website or newsletter, or created manually within the Settings section.

You get to customize it and make it brand-specific. With Pipedrive, you can customize literally everything. It’s possible to  add customized fields to modify your sales pipeline stages according to your business needs. You can also turn on and off whole modules with just one click.

It gives access to top-notch enterprise-grade reporting. Pipedrive has the capacity to store all conversations and relevant information in a centralized database, from where you can export it to other systems, or use your own app to pull out detailed summaries. You can also give the Live Dashboard a look, and follow the status of your Wins, Loses, People, Activities, and Newness, or customize a special report that will display all aspects of your performance.

It is fully mobile optimized. You will have no troubles implementing Pipedrive in your software ecosystem, as this system is accessible on all mobile devices and operating systems. Basically, there is no further investment needed to apply Pipedrive across your entire team.

How much does Pipedrive cost?

Pipedrive offers both monthly and annual pricing schemes for any of its three pricing packages. Prices start from $12/user/month for the Silver Plan and move up to $75/user/month for the Platinum one. A free trial is also available for users interested to test this product.

HubSpot CRM – Our Score: 9.7/10

HubSpot CRM is another top rated system in this category, and a winner of several of our most prominent awards. The system is fairly simple and easy to use, and on top of that completely free – the companies that will benefit the most from it are those still beginning to recognize the value of CRM, and that want to try it out or for enterprises that are not using their existing CRM systems to their fullest potential.

Why choosing HubSpot? This system will help you easily create beautiful contact and company profiles, as it can neatly organize every single detail from your customers’ communication with you. It effectively assigns and tracks your deals, controls the performance of your agents, and offers a single, detailed dashboard where all team members can keep track of the company’s activities. If you are already a HubSpot Sales user you can also use HubSpot CRM for more effective inbound sales, or integrate it with a number of third-party systems for an even more brilliant performance. The system is available for free so your can easily jump right in and try it out. You can get HubSpot for free here.

Why is HubSpot CRM suitable for businesses?

It is absolutely free. HubSpot CRM is available completely for free, with no surprising fees and recurrent expenses. Any business, regardless of its budget, can use HubSpot CRM at no cost and integrate it with just as many business systems and applications as necessary.

It assembles leads from all sources and locations to simplify management and save time. HubSpot will cut the time you’re spending to arrange documentation, as it offers some of the most powerful data enrichment functionalities, thanks to which you can import leads from your emails with a single click. Another way in which HubSpot CRM perfects the art of efficient customer relationship management is with fast leads backlog, and the intuitive interface that doesn’t require any training or complex installations to master.

It provides unparalleled data insights. HubSpot is empowered with an array of reporting and statistical tools, and gives you operable information that helps close more deals. You can link it to all places and locations where your modernized sales processes are taking place, including your websites, email service providers, social media profiles, phone calls, and more.

It is intuitive and easy to use. With HubSpot CRM you can forget about complex training and expensive installations. You can get the system up and running from day 1, and enjoy as much as 1,000,000 contacts and users, and unlimited storage, all available for free.

How much does HubSpot CRM cost?

HubSpot CRM is absolutely free of charge, and involves no additional fees or recurrent costs to worry about.

Zoho CRM – Our Score: 9.5/10

The best news for small businesses nowadays is that they get to use premium productivity tools on a reasonable price, and Zoho CRM is the ideal example for that. Being a member of a reputed software family, Zoho CRM delivers impeccable service and record outcomes without wasting a small business’s time or money.

The core of Zoho CRM’s functionality is lead and contact management, but also sales pipeline management and purchase control. You can already assume what these features can do when bundled together, especially when placed on a revamped and easy-to-use interface that is so typical about Zoho. The home screen now includes 10 different components, with the main module navigation panel still placed on top for easier searching. Nevertheless, the user is always welcomed to customize the dashboard and make it look more business-specific. Put into a small business’s perspective, these things show us that customer relationships can indeed be managed from a single platform. There is also a free trial available that you can test first. You can easily sign up for Zoho CRM free trial here.

Why is Zoho CRM suitable for small businesses?

It automates all important CRM related operations. The core value of Zoho CRM is that it automates daily sales tasks, converts web visitors into hot leads, imports prospects from external sources and parties including trade shows, direct emails, and seminar. Once imported in the system, leads are matched with the appropriate sales agents, and converted into buyers sooner than you could ever imagine.

It helps analyze data and make accurate forecasts. With Zoho CRM you can accurately forecast revenue, establish/assign/edit sales quotas, identify individual/team performance, measure forecast accuracy, and create customizable forecast reports and dashboards. You can use it to create accurate dynamic reports and dashboards, or access pertinent customer data in Business Card views for more logical communication.

It is modern and well-integrated with leading social portals. Zoho CRM follows customers’ behavior on social networks, and categorizes them as leads and contacts for you to connect with them and send them invitations to give your work a look.

It scans your mailbox and captures relevant email activity. Zoho CRM gives you access to valuable MailMagent features, among which the possibility to capture and distribute email activity, link customer emails to CRM prospect records, manage templates in secure folders, and receive notifications in real time.

It integrates with a large number of third-party applications. Zoho CRM is excellently connected to a number of Google Apps, including the essential Docs, Gmail, Calendar, Contacts, and Tasks.  You can also use it in synergy with other Zoho products without even changing your account. Other prominent integrations include TeamSupport, WooCommerce, Unbounce, and many more.

How much does Zoho CRM cost?

Zoho CRM can be paid for both monthly and annually, choosing any of the four small-biz friendly packages. Prices vary between $12 and $100 per user/month.

Insightly – Our Score: 9.5/10

Summing up the top 5 list, we have Insightly as the number one online small business CRM with over 500,000 users worldwide. Insghtly is t’s a cloud-based, smartly integrated, and reasonably priced CRM solution for small business that offers specific, enterprise-level modules for large companies and multi-level organizations.

Among its main features are contact management, pipeline management and task management to help you get clear sales visibility, overview of your business, track your deliverables to customers, improve customer communication, collaboration within the organization and increase productivity and efficiency. The CRM has an iOS, Kindle and Android mobile platform for on-location flexibility, and it integrates well with popular applications, such as, Google Apps & Gmail, Evernotes, MailChimp, Office, and Outlook.

Why is Insightly suitable for small businesses?

It provides a holistic view of all your contacts. Insightly allows you to implement CRM best practices to organize contacts–customers, partners, vendors and suppliers–with a 360-degree view. Check their background, email history, important dates, and other data relevant to their associated projects or opportunities. Other critical actions you can do include: share files; manage contacts, opportunities, projects in a meaningful link, and mass email via MailChimp integration.

It puts your business into perspective with valuable insights. With Dashboard, Tasks/Milestones, Pipeline Activity, and Opportunity Reports you get a real-time macro or micro view of your business activities. You can also create custom, brand specific reports, and interpret metrics that are valuable to you.

It is fully integrated with leading social networks. Enter an email address and let Insightly detect its associated social networks including Twitter, Facebook, Google+ and LinkedIn, and wherever the user email account has participated. All of this information will be included and neatly arranged in your customer profiles.

It ensures enterprise-grade control over customer engagement, and it is therefore suitable for project management. Insightly features an integrated project management at every stage of engagement with the customer. These include: oversee recent activities and track project performance and progress against your preset timeline; create project milestones, pipelines and tasks; set automated email alerts; and track email correspondence.

It is incredibly easy to use. Insightly is designed for the busy businessman with user-friendly and intuitive tools so it’s easy to invite new users, customize features, and secure data. Users will nevertheless have the possibility to acquire dedicated training, and maximize the tool’s potential and adjust it to their business goals.

How much does Insightly cost?

Insightly offers five enterprise pricing plans, including a free package tailored for 2 users and 2,500 customer records. Paid plans vary between $12 and $99/user/month, while annual subscription reductions are also available.

Freshsales – Our Score: 9.3/10

Our experts agreed Freshsales deserves the attribute of a ‘small-biz friendly asset’ right because it eliminates bulky and complex set up procedures, and helps perform all operations and store all data in cloud. he core of its performance is depicting where leads are coming from, and that’s something no small or midmarket business would refuse on a fraction of the price.

But how does Freshsales actually help small businesses grow?  Together with lead capturing, Freshsales can distribute, nurture, score, divide, and verify leads, and does so via multiple channels of communication. Users get into their hands an advanced suite of features, including auto-dialers, call recording, call routing and affiliate management, but the thing that certainly distinguishes Freshsales from similar programs is reporting. The reason why this relatively new sales hub is a reporting leader are first and foremost its revenue analytics features, where all relevant source and rep metrics are pulled out and collated into an appealing and accurate report. Unlike most small-biz report tools, Freshsales applies a variety of filters when summarizing your data, and makes it possible to group and organize results in your own way. If you prefer, you can make summaries, create charts and tables, or master the craft of matrix reporting very fast. If you want to try out the software you can benefit from a free trial plan they offer and sign up here.

Why is Freshsales suitable for small businesses?

It helps you discover who is interested in your product, and develop a personalized approach. Sales reps and agents certainly appreciate the possibility to see who has opened their emails, and who has ignored them. Another catchy feature is that Freshsales allows your team to send bulk emails drafted on personalized templates, schedule those and sync them with your calendars, and relate them automatically to your contact records to export all relevant information.

It is one of the few CRM systems that accept direct calls. Users won’t waste money or time migrating data to this system in order to follow the history of their conversations, assign numbers or notes to their contacts, or call them automatically. What is even better, they get to use an auto-dialer, route calls, create personalized welcoming messages, ID their callers, and track the performance of the reps who are receiving those calls.

It offers full visibility on your sales processes. Freshsales is foremost a sales CRM, so it is worth noting that it offers full visibility on all stages of the sales process. As you move up the deal ladder, Freshsales will make it easy to sort and filter close dates, distinguish bestsellers, and make sudden changes for all actions.

It comes packed with reporting features. The important highlight of Freshsales is not only how it receives information, but also the array of possibilities it provides for users to manage this data once they have it available. Along with the suite of default reports (pipeline, territory, email reports, and much more), Freshsales makes it possible to build custom reports for every contact, deal, or opportunity.

It will surprise you with premium support. With Freshsales, support is not limited to a particular plan. Instead, all users get access to a rich knowledge base, where they can learn how the system works, or capture tips related to lead management, tasks, appointments, deals, and a variety of technical admin settings. 24/7 access to professional help is also guaranteed.

How much does Freshsales cost?

With Freshsales, you get to choose between four small-biz friendly plans, including the free Sprout plan designed for basic lead scoring. Prices vary between $12 and $49/user/month depending on the features you want to use. The number of users is not limited in any of these plans.

Conclusion

There is no doubt that CRM software is becoming the core productivity tool for businesses from all scales and industries, but it is nevertheless important to underline its role in startup environments. CRM systems are among the few tools companies need to acquire from the very beginning, so that they would maximize their potential, and use them to grow and develop.

Small businesses, however, often lack the experience needed to choose the right CRM tool, which is why we listed top 5 standardized solutions we believe can respond to businesses’ specific needs and requirements. We invite you to read their detailed reviews, and use their free trial to see which one is the perfect fit for your business.

Category: B2B News

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