The best CRM software will help the clients to offer great insights and captures the relevant data that the customers need.
It helps in simplifying the day-to-day activities of the customers. For one thing, they always know which consumer they are conversing with and store all information in the same account. Everything your team requires is at their fingertips–no more searching for information.
Best CRM software in 2022:
Good CRM software can do a lot more than that; the principle is simple: you’re putting your personnel in a position to consistently give a five-star service. There are numerous CRM software solutions to consider. They each have different strengths that suit different types of businesses. Which one will genuinely benefit your teams?
To assist you to make an informed final decision, I examined the top CRM software available and put together a quick buyer’s guide.
ZOHO best CRM software:
Zoho CRM, unlike some other solutions on this list, is an all-in-one system. There are no more modules to look over for various departments or anything. This makes it a great choice for small and medium-sized businesses.
This is a CRM application that will be accessible to all of your staff. This is critical since a CRM is only as good as the data that users enter into it. Your employees will not require extensive training to begin using Zoho CRM’s various capabilities right away.
Moreover, you can easily customize Zoho to fit your needs. Create several pipelines to match your varied customer journeys, customize dashboards for different teams or projects, and generate reports in just a few clicks that give you deep insight into just about everything you can think of.
This platform also has important CRM functionalities such as:
- Customer notifications and real-time sales signals
- Business management blueprints for both online and offline operations
- Capabilities for prospect scoring
- Email blasts
- Management of inventory
- Advanced modifications with an AI assistance
Most importantly, Zoho CRM is inexpensive. The most basic premium plan is $14 per user per month and includes all of the essential features. Zoho’s upper-tier CRM solutions cost $23, $40, and $52 per user per month if you need more customization and advanced functionality.
In addition, Zoho provides a free forever plan for up to three users. Lead management, document sharing, task management, workflow rules, and a mobile application are all included.
To explore if Zoho CRM is appropriate for you, sign up for a free 15-day trial.
2. Engagebay: the best CRM platform for the supporting customers
Many CRMs do the same functions. They collect and organize your contact information, provide automation tools for sending emails and posting to social media, and make life easier for your sales team.
However, not all of them provide services for all three major departments: sales, marketing, and customer service. If you’re looking for a tool that can help you with all three, EngageBay might be the finest option.
Many of the major components for customer relationship management are included. Set tasks, create a pipeline, and automate email sends, SMS messages, rep hand-offs, and other processes.
All of this is done using an intuitive interface that allows you to see your funnel, social media interactions and messages, email campaigns, and everything else in one location.
Plus, EngageBay seamlessly integrates with Gmail, Outlook, and Office.
But its applicability for firms that value post-sale connections as much as acquiring, warming, and converting leads is what I really like about it.
In EngageBay, there’s a full-service bay module of features and tools that make your support staff’ duties easier.
You get away to handle tickets and contacts together on EngageBay’s lowest-tier plans, which carry over all the information you’ve gathered over each customer’s sales journey. That way, no one goes in blind, and your customer service team can truly convert clients into lifelong fans.
However, upgrading from EngageBay’s free plan grants you access to macros and scripted responses.
With a solution like EngageBay, you can unlock a lot of potential in all three departments.
Start with their free plan to acquire a feel for the platform, then upgrade to the Growth plan when you’re ready to have your sales, marketing, and service running smoothly.
You’ve undoubtedly read HubSpot’s blog or taken one of their free certification courses if you work in sales or marketing. They do, however, provide powerful and free CRM software to help you manage your customer relationships.
You may obtain unmatched insight into how your audience behaves using HubSpot.
Do you want to keep track of when your contacts open your emails so you can improve your open rates? No worries. Perhaps you’d like to observe how a contact interacts with your website. It’s simple with HubSpot.
Furthermore, based on your position within your firm, they provide a wide range of solutions.
Sales, marketing, customer service, operations, and owners are among the positions that require position-specific solutions.
The free plan comes with a lot of useful features. A CRM provides all of the basic features of contact management, deal monitoring, and reporting.
This gives you a tremendous amount of insight into your sales pipeline when combined. And HubSpot makes it easy to organize and apply that knowledge to your next great strategy or campaign.
This is only the top of the iceberg. The free CRM from HubSpot also includes:
- Emails that are sent on a regular basis
- Live chat one-on-one
- Scheduler for meetings
- Tracking website activity
- Task administration
- Collaboration on documents
None of the other free plans on our list can match these features. HubSpot’s paid plans, on the other hand, are well worth the money.
The monthly fee for the Starter Plan is $40, paid annually. If you commit to a 12-month contract and wish to combine all of HubSpot’s CRM software, you can obtain starting access to all four for $50 per month.
So, for an additional $10 a month, you can get marketing, sales, and customer service software.
Keep in mind that these costs are for 1,000 contacts. Every 1,000 contacts you have increases the fee.
To get started with HubSpot right away, sign up for a free plan.
Any CRM worth it’s salt should be able to answer one question unequivocally: how does this help teams sell more effectively?
As you can see from the list, many platforms have responded to this question in different ways. Salesflare stands for putting lead management tools front and centre while avoiding unnecessary functionality.
If your team could use some help getting opportunities from lead to win and who doesn’t?Salesflare could be the answer.
It all starts with the software’s clever data collection. Salesflare automatically extracts the contact information, corporate roles, and much more from emails, social profiles, and other sources. This information is kept in a separate section for each account you’re selling to as well as a shared contact book for your entire team.
Salesflare tracks both your team’s actions (such as meetings, calls, and other touchpoints) and the actions of your prospects and customers, such as whether they open an email, click a link, or visit a landing page.
Salesflare allows your team to tackle the buyer’s journey in a variety of ways. The information is all there, whether you desire one member of your team to guide opportunities from start to finish or whether you have hand-offs at certain moments.
Anyone can enter and get the most up-to-date information as well as the current condition of the lead-based on recent actions.
When you incorporate the platform’s notifications for when prospects take action or any other triggering event, your team will become extremely adept at moving rapidly on warm leads or prospects who have indicated a willingness to buy.
Salesflare’s combination of simplicity and strength makes it an excellent solution for smaller B2B sales teams.
You get essential features like: Not only do you receive useful automation and tools to assist you nail follow-ups (and therefore, really encourage leads along the path to purchase), but you also get key features like:
- Track opportunities from lead to win using a team-wide timeline view.
- Campaigns that are personalized, scheduled, and trackable
- Dashboard with insights that may be filtered by team member, workflow, or date range.
All of this is included in the $29/user/month Growth plan.
The Pro plan, which costs $49 per user every month, is the next level up. You’ll also get the following:
- Multiple simultaneous campaigns can be built with a custom email workflow builder.
- Permissions for users, including view-only access
- Personalized dashboards
- A monthly Enterprise package is also available for $99 per person. The key advantages are the extra assistance you receive, such as a dedicated account representative and custom-made training modules for your team.
Smaller B2B organizations benefit greatly from Salesflare, and the lower two pricing categories are ideal for that reason. You may try it for free with Salesflare’s trial or request a demo right now.
Freshworks CRM was created with sales teams and lead management in mind. Freshworks lets you build stronger relationships with cold leads to customers while saving time through automation.
Additionally, this CRM assists you in identifying the finest prospects, contacting them by their preferred manner, and closing the transaction.
Freshworks also has an integrated email and phone system to make things easier.
They serve over 40,000 businesses, including household names such as Dyson and Best Western. Despite being fresh to the industry, they are far from inexperienced.
You get the following with this platform:
- Management of leads, contacts, accounts, and deals
- Management of tasks and appointments
- Apps for iOS and Android to track website visitors
Freshworks CRM’s thorough lead scoring and sales funnels may be used by businesses of any size to improve workflow clarity and efficiency.
It’s particularly useful as a single dashboard for keeping track of all your sales conversations. Team inboxes and email forwarding ensure that messages are always sent to the correct recipients and that teams can keep track of all interactions without being buried in a torrent of irrelevant emails.
Freshworks also allows you to schedule emails, use a variety of email themes, and create notifications. That way, you may send out new messages quickly and change or respond to them as needed.
They offer industry-specific solutions for 15 various industries, including retail, eCommerce, manufacturing, logistics, healthcare, and more, in addition to an excellent collection of features.
Freshworks’ paid plans are more feature-rich while still remaining inexpensive for organizations of all sizes. Their premium plans include the following:
- Blossom costs $12 per month per user (for small teams)
- Garden – $25 per month per user (for growing teams)
- Estate — $45 per month per user (for large teams)
- Forest costs $79 per month per user (for enterprises)
To explore if Freshworks CRM is perfect for you and your sales team, sign up for a free 21-day trial today.
How to find the best CRM software for your business?
Finding the ideal CRM software for your business can feel like shopping for a four-leaf clover with so many options and varieties to pick from.
Begin with this. All of these items were created to address issues that businesses encounter on a daily basis.
Yes, CRM software includes a lot of components, but each one serves a specific purpose.
You’re well aware of the difficulties you face. You can learn a lot about your customer service representatives, sales reps, IT team, and anyone else who will be utilizing the CRM software by speaking with them.
CRM software may assist everyone in your company in making the most of every customer interaction. Understanding where your organization is now and where it wants to go is key to finding it.
Which CRM software is appropriate for you depends on the size of your company. You’ll require more advanced functions than a business with five employees if you have separate divisions for marketing, sales, IT, and customer support.
You should also examine who will be in charge of the software. Choosing and paying for software isn’t the same as fully utilizing it.
To make the investment worthwhile, you must set it up and utilise its functions. It may be a communal activity with everyone putting in for small teams. Larger teams, on the other hand, may have dedicated staff that will set everything up and manages the program in the future.
The size of your company also influences the price of the software. The software becomes more expensive as the number of user seat increases.
The correct CRM software can make a significant effect immediately. It helps you stay organized and keeps your customers pleased. To summarise my top picks:
- Small to midsize enterprises should use Zoho CRM.
- EngageBay is the best CRM for ongoing customer service.
- HubSpot is the best free CRM software available.
- Salesflare – Small company lead management software
- Freshworks CRM is the most effective CRM for sales teams.
For most firms, my top suggestions are Zoho CRM, HubSpot, and Salesflare. Each one has a variety of features that are appropriate for teams from various departments, such as sales, marketing, and customer support.
They’re also all inexpensive, simple to put up, and simple to operate.
However, the finest CRM software for you is determined by the size of your company and the features you require. So, when you go through the process of making your final pick, remember the criteria we discussed earlier.