List and Comparison of the simplest CRM Software and Tools that each Business Should Know:
Customer Relation Management (CRM) are often defined as an organized approach for developing, managing and maintaining a profitable relationship with the purchasers .
CRM is all about the system of tracking and examining every interaction and communication we’ve with our customers and clients.
CRM basically provides the organization with a central pool, which assures simplicity, security, and scaling of customer interactions.
All the purchasers should be registered within the database of the CRM tool with some fields to spot their uniqueness in order that the organization can connect with them when required. Thus CRM increases the business profits and customer list and interactions.
There are many sorts of CRM which are chosen on the idea of customer requirements like Operational CRM, Analytical CRM, and Collaborative CRM.
Features of CRM System:
The correct CRM helps to realize contact management, Lead Management, Sales forecasting, instant messaging between employees, email tracking and integration with Outlook and Gmail, file, and content sharing and dashboard-based analytics.
There are several famous CRM tools like Salesforce CRM, SAP CRM, ZOHO CRM, Oracle CRM, Microsoft Dynamics CRM, Nimble CRM, Sugar CRM, Hub spot CRM, PIPEDRIVE CRM, CRM Creatio etc.
Benefits:
It provides a far better and improved client/customer relationship.
It supports improved cross-functionality and thereby increases team collaboration.
CRM offers strong efficiency in serving clients and more staff satisfaction.
It reduces cost and manual efforts.
Drawbacks of NOT employing a CRM Tool:
Without CRM it really gets difficult to manage customer contacts in an excel.
There is always a fight or moving between multiple tools.
Increases the manual efforts to an excellent extent.
Small Scale easily loses tracks of business deals.
Lesser accessibility of knowledge and lesser customer satisfaction.
#1) monday.com
monday.com CRM software will allow you to manage the customer data, interactions, and processes the way you would like . it’ll keep all the info protected. it’ll allow you to capture the leads online through an integrated contact form. Leads also can be inserted automatically that were captured on other forms. monday.com will allow you to import the leads from various tools.
Developed By: Roy Mann and Eran Zinman.
Type: Private
Headquarters: Tel Aviv-Yafo, Israel
Initial Release: 2010
Operating Systems: Windows, Android, Mac, iPhone/iPad.
Deployment Type: Cloud-based and Open API.
Language Support: English
Annual Revenue: $120M-$150M
Number of Employees: 201-500 employees.
Companies Using Monday.com CRM: WeWork, Discovery Channel, Carlsberg, Wix.com, Philips, etc.
Price: monday.com has four pricing plans i.e. Basic ($17 per month), Standard ($26 per month), Pro ($39 per month), and Enterprise (Get a quote). These prices are for two users and if billed annually. It offers a free trial for the merchandise .
Prime Features:
Session Management
Advanced Account Permissions
It will allow automating 100000 actions per month
It provides an Audit log.
HIPAA Compliance
Other Features:
This CRM software will allow you to create and customize the dashboard as per your requirements for gaining insights.
It will provide a transparent overview of sales, processes, performance, etc.
It will allow you to automate repetitive tasks.
It has features for setting automatic reminders, maturity notifications and assigning new tasks to teammates automatically.
Pros:
monday.com is an all-in-one solution and straightforward to use.
It are often customized to suit your sales workflow.
It has advanced search capabilities.
It also can provide time tracking, chart view, and personal board features.
Cons:
monday.com doesn’t provide a free plan.
Toggling between the views on the project is difficult.
#2) Pipedrive CRM
Pipedrive may be a very fashionable Customer Relation Management tool that was built for minimum input and maximum output.
The sole purpose of PIPEDRIVE is to form salespeople unstoppable. It helps to arrange your business in such a fashion that provides you an outstanding view of sales and thereby increases productivity. With PIPEDRIVE, we will improve all the workflows.
Refer below the Architecture Flow of PIPEDRIVE CRM:
Developed by: Time Rein, Urmas Prude, Ragnar Sass, Martin Tajur and Martin Hank.
Type: Commercial
Head Quarters: Tallinn, Estonia, New York, USA.
Initial Release: 21st June 2010
Based on Language: JavaScript, HTML, UTF-5, CSS, Google Analytics, Microdata, etc.
Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Deployment Type: Cloud-based
Language Support: English
Annual Revenue: Approx. $12 Million annually till 2018.
Number of Employees: Approx. 350 employees are working currently.
Companies Using PIPEDRIVE CRM: Allied Digital Services Limited, Axopen, LCS Constructor Limited, Fluid Inc., SE2 Inc., Beanbag, Air call, Lefttronic, etc.
Price:
Silver: US $12 .50
Gold: US $24.20
Platinum: US $49.17
Features of PIPEDRIVE:
It has an honest sales pipeline and email integration.
It provides the setting of goals, contact history, API and mobile App.
It are often customized, supports multi-environment with 24*7 support.
It has good reporting, maps integration, email tracking, data import, and export.
Pros:
It has an easy UI and is Client friendly.
It has multiple pipelines, customization, and email integration of apps.
It is very flexible when it involves modification and graphics.
Cons:
From within PIPEDRIVE, there’s no provision to send mail.
PIPEDRIVE doesn’t have an inbuilt telephone system and there’s no feature to trace the customer responses on apps.
The automation department is poor and lacks the power to make customized reports.
Extra features like email, phones, etc accompany additional charges.
#3) Oracle NetSuite
Oracle NetSuite offers a cloud-based CRM solution that gives a 360-degree view of your customers in real-time. It contains all the functionalities like sales order, fulfillment, renewal, upsell, cross-sell, etc.
Developed by: Oracle
Type: Private
Headquarters: California, US
Operating Systems: Android, iOS, and Web-based.
Deployment Type: Cloud-based
Language Support: English
Number of Employees: 10,001+
Companies Using Oracle NetSuite: BagoSphere, Bankstown Sports Club, Biomonde, etc.
Price: you’ll get a quote for pricing details. A free product tour is out there .
Prime Features:
Quotes
Order Management
Commissions
Sales Forecasting
Integrated e-commerce capabilities
Other Features:
SFA
Customer Service Management
Marketing Automation
Pros:
Oracle NetSuite CRM will streamline lead-to-cash processes.
Your sales performance will get improved due to forecasting, upsell, and commission management.
You will be ready to manage global sales and services organizations.
Cons:
No such cons to say
#4) noCRM.io
noCRM.io may be a lead management tool for little to medium-sized sales teams. it’s features for differentiating cold prospects from hot leads, team collaboration, tracking lead communications & interactions, visual and personalized sales pipelines to watch progress, and lots of more.
Developed By: noCRM.io
Type: Private
Headquarters: Paris, France
Operating Systems: Windows, Mac, iOS, and Android.
Deployment Type: Cloud-based.
Language Support: English, Spanish, French, Portuguese, German, and Italian.
No. of Employees: 11-50 employees
Companies using noCRM.io: Phenocell, Founder’s Choice, John Taylor, British Bottle Company, Blueprint Tax, etc.
Price: It starts at $12 per user per month. Billed annually or monthly. A 15-day free trial available.
Prime Features:
Advanced email management with email tracking, customizable signatures, and templates.
Advanced security and privacy settings.
Priority support
Team management features
API and Advanced native integrations.
Other Features:
Customizable Sales Pipeline
Statistics and reporting
Built-in Prospecting
Sales Script Generator
Email Integration
Pros:
noCRM.io provides a simple thanks to create the leads and grow the pipeline.
It has functionalities for differentiating cold prospects from hot leads.
It will increase team collaboration.
It provides high-level security, GDPR & CCPA compliance.
Cons:
No cons to say .
#5) BIGContacts
BIGContacts customer relationship management tool empowers small to medium-sized businesses to raised manage their prospects and customers. With advanced marketing automation and reporting capabilities, this CRM tool are often a valuable companion for your business’s growth.
BIGContacts is incredibly simple to implement and navigate. you’ll capture and store all essential information, including social media activity and former touches, for all of your contacts in one place.
The tool is very customizable and may be integrated together with your existing business tools with ease. you’ll also use it to send emails, schedule meetings, and collaborate with team members.
Developed by: Bob Walton (Acquired by ProProfs)
Type: Private
Headquarters: Colorado Avenue, Santa Monica, California, USA
Initial Release: 2006
Operating Systems: Windows and web-based
Deployment Type: Cloud-based
Language Support: English
Number of Employees: 150-200 employees
Price: BIGContacts offers three pricing plans i.e. BIG ($5/user/month), BIGGER ($15/user/month), and largest ($25/user/month), billed annually. BIGContacts also offers a 30-day free trial.
Prime Features:
Contact management
Customizable dashboard
Email marketing integration
Custom sales pipeline
Team and individual calendar
Social media tracking
Automated tasks and reminders
Other Features:
You can easily customize the CRM dashboard to incorporate the foremost relevant information.
You can use report templates or create custom reports with ease.
Capture more leads by connecting webforms with the CRM.
Multiple integrations can assist you manage your business processes easily.
Get an entire overview of your pending tasks, contact data, and communication history in one place.
Pros:
Affordable pricing
Automated reminders for follow-up
Clutter-free and straightforward to use
Workflow management
Email and letter templates
Easy data import
Helpdesk integration
Cons:
The UI of the mobile CRM has scope for improvement.
The search feature might be more intuitive.
#6) Salesmate
Salesmate is an all-in-one sales solution that helps teams of all sizes manage, nurture, and shut deals faster. Through advanced features like pipeline management and sales automation, it helps in saving time in the least the stages of the sales process.
Due to its simple interface and self-explanatory dashboard, it’s easy to use and highly customizable. This makes Salesmate one among the simplest CRMs for growing businesses.
Developed By: Rapidops Inc.
Type: Private
Headquarters: Charlotte, NC
Initial Release: 2016
Operating Systems: Windows, Android, Mac, iPhone/iPad.
Deployment Type: Cloud-based
Language Support: English
Number of Employees: 200
Price: Salesmate has three pricing plans i.e. Starter ($12 per user/month) Growth ($24 per user/month) and ($40 per user month).
Prime Features
Sales automation
Sales reporting
Built-in Calling & Texting
Power dialer
Email tracking
Pipeline management
Sequences (Sales Drip Campaigns)
Email Tracking
Shared Team Inbox
Other Features
The CRM software allows you to manage and track deals.
You can collaborate with the team through its shared team inbox.
It allows you to save lots of text templates and send bulk messages.
You can make and receive calls from within the CRM.
Pros
Affordability
Easily customizable
Easy to use
Best-in-class automation
Advanced reporting
Cons
Does not have formula custom fields.
3rd party integration needed for contact enrichment.
#7) Zoho CRM
Zoho CRM may be a cloud-based Customer Relationship Management system that has been present within the marketplace for over 15 years and caters to SMBs, enterprise customers, and varied sorts of businesses, regardless of their size. it’s an operational business platform that goes beyond being just a sales pipeline or lead management tool.
Zoho is trusted by 250,000+ businesses across 180 countries. it’s the sole vendor within the industry with over 40 in-house business apps that supports mobile and integrates with quite 500 popular business apps.
Zoho CRM is that the winner of PCMag’s Editor’s Choice Award in 2020 and therefore the Business Choice Award in 2019 (for being the sole vendor with a positive NPS score) making it the foremost recommended CRM by users and critics worldwide.
Developed by: Sridhar Vembu and Tony Thomas.
Type: Commercial/private
Head Quarters: Austin
Initial Release: 1996.
Based on Language: Java
Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Deployment Type: Cloud-Based, SaaS.
Language Support: a complete of 28 languages.
English (US), English (UK), Hebrew, French, German, Spanish, Italian, Japanese, Korean, Portuguese (Portugal), Portuguese (Brazil), Russian, Arabic, Swedish, Bulgarian, Chinese (China), Chinese (Taiwan), Danish, Dutch, Polish, Hungarian, Turkish, Bahasa Indonesian, Vietnamese, Thai, Hindi, Croatian and Czech.
Number of Employees: 10,000+ employees
Clients:Hyatt, Netflix, Amazon, Purolite, IIFL, Saint Gobain, Tassal, Suzuki, etc.
Price:
Free: Upto 3 users
Standard: $14
Professional: $23
Enterprise: $40
Ultimate: $52 [Exclusive 30-day trial]
Custom Quote: for the asking , along side enhanced security, implementation, onboarding, and training.
Features:
Omnichannel platform to attach with customers across different channels.
Sales automation tools to manage leads, contacts, deals, and accounts through workflows and macros.
Customizable dashboards and reports with multiple options to match , contrast and derive insights from your data.
AI-Powered sales assistant, Zia, to assist you are expecting sales outcomes, detect anomalies, enrich data, identify email sentiments and therefore the best time to contact someone.
Marketing attribution tools provide you with insights into the distribution of your campaign budgets with corresponding ROI data.
Internal chat feature plus forums, notes, and groups to facilitate effective team collaboration.
Mobile CRM app to record data, schedule tasks, connect with customers and update information even when you’re offline.
REST API, deluge functions, widgets, web and mobile SDKs, sandbox and developer edition allows you to increase your CRM’s potential with a mixture of low code and pro code.
Pros:
Quick and straightforward onboarding. Our migration system, Zwitch, helps you bring all of your existing sales data into Zoho CRM in only a couple of clicks.
Advanced security measures like encryption, audit logs, IP restrictions, and two-factor authentication with customizable access to users.
Mobile CRM app to remain before the competition and in-touch together with your customers anytime, anywhere.
Flexible contracts and pricing assist you pay monthly or annually for less than the items you would like . No hidden costs.
24-hour support for premium users.
Cons:
Free edition is restricted to three users.
Does not offer on-premise solutions.
Free support limited to 24/5.
#8) Keap
Keap which is formerly Infusionsoft offers a CRM, sales, & marketing automation platform. the answer has features and functionalities for all kinds of companies . it’s editions for solopreneurs & new businesses, growing businesses, and established businesses.
Established businesses and teams can optimize the sales pipeline and grow online revenue. The tool contains the capabilities for CRM, secure payment platforms, ecommerce, and advanced automation.
Developed By: Scott and Eric Martineau
Type: Private
Headquarters: Chandler, Arizona
Operating Systems: Web-based, Android, & iOS.
Deployment Type: Cloud-based
Language Support: English
Annual Revenue: $100 million (USD)
Number of Employees: 501-1000 employees
Companies using Keap CRM: Hear and Play, Math Plus Academy, TITIN Tech – Story, Agency 6B, etc.
Price: Keap offers a free trial of 14 days. There are three pricing plans, Lite ($40 per month), Pro ($80 per month), and Max ($100 per month).
Prime Features:
Lead Scoring
Landing Pages
Sales Pipeline
A/B email testing
Other Features:
CRM, Sales & Marketing Automation, Email Marketing, Payments, etc.
It will allow you to sort the contacts into segmented lists that help with sending the proper message to the proper people.
It offers the functionalities for creating the custom forms and allows embedding them to website or landing pages.
It has features for sending emails, making a call, etc.
It is a platform for creating a customized , customized sales and marketing process.
Pros:
Keap offers a totally customizable platform.
It is easy to line up automation.
It allows integration with the programs like PayPal.
Cons:
Keap is an upscale tool.
#9) EngageBay
EngageBay‘s CRM & Sales Bay helps you track deals in your sales pipeline and build better relationships together with your customers.
With an easy pipeline for sales to eradicate miscommunication and confusion, the CRM & Sales Bay does a tremendous job at aiding sales growth and fosters better customer relations.
Developed By: Sreedhar Ambati
Type: Private
Headquarters: Mountain House, CA.
Initial Release: 2017
Operating Systems: Windows, Android, Mac, iPhone/iPad.
Deployment Type: Cloud-based.
Language Support: English
Annual Revenue: Approx. $0.5M+
Number of Employees: Approx. 30 employees.
Prime Features:
Contact Management
Visual Deal Pipeline
Appointment Scheduling
Task Management
Automated Data Entry
Email Tracking
Reporting
Team Engagement
Sales Reporting
Other Features:
The CRM software allows you to manage and track deals.
You can collaborate with the team through its shared team inbox.
It allows you to save lots of text templates and send bulk messages.
You can make and receive calls from within the CRM.
You can easily synchronize with the Marketing & Support departments.
Pros:
CRM is completely liberal to use forever.
EngageBay provides good automation features and may reduce the info entry time substantially.
Tightly integrated with Marketing & Support functions.
Provides 24/7 prompt and friendly support.
Cons:
Limited native integrations. But Zapier is useful during this regard.
Lacks invoice generation.
#10) HubSpot CRM
HubSpot CRM: In today’s competitive market, HubSpot is one among the famous and most ordinarily used CRM tools. it’s created an excellent impact on its Clients with its powerful mechanism and capabilities. it’s liberal to an enormous extent and this attracts most of the Clients.
HubSpot’s simple platform allows Clients to start out quickly without even changing much. it’s simple and fast and has most of the features that the opposite CRM’s possess. HubSpot is not any doubt provides the simplest integration CRM environment which the opposite CRM tools don’t provide for free of charge . it’s a versatile and powerful software.
Developed by: Brian Halligan, Dharmesh Shah.
Type: Free/Commercial
Head Quarters: Cambridge, Massachusetts.
Initial Release: June 2006.
Based on Language: Java, MySQL, JavaScript, HBase etc.
Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
Deployment Type: Cloud-Based
Language Support: English
Annual Revenue: Approx. $375.6 Million annually till 2017.
Number of Employees: Approx. 2000 employees are working currently.
Companies Using HUBSPOT: F1F9, G2 Crowd, Heritage, Vifx, Vipu, Vivo net, Wedo, WeedPro, Track Light, Trust Radius, Thunderbird Online, Skyhook, Skyline, etc.
Price:
The free version comes with several features.
Starter: US $50
Basic: US $200
Professional: US $800
Enterprise: US $2400
Features:
It gives you customization, board for tasks and helps to synchronize the marketing department.
It comes with an honest telephone , Mail and Website integration.
It helps to manage pipeline with total visibility.
Logs every activity automatically and may see all the knowledge about the contacts in one place.
Pros:
It provides a superb feature for searching companies.
It continues to figure within the background without disturbing the opposite tools.
It comes with all famous google features like Gmail, Google Drive, and calendar.
It keeps the Client records in one place and that we also can read the feedback from Clients.
Cons:
Through HubSpot, we cannot send emails across multiple companies at an equivalent time.
Its free version doesn’t have all the features.
No auto-updating on Sidekick and that we need to roll in the hay manually for the prevailing companies.
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