7 Min. Read

5 Best CRM Software Options for Your Business

March 13, 2024

Maybe you sell footwear through your online eCommerce store or you operate a digital marketing agency. You could even offer certain subscription services or loyalty programs to your customers. The point is that regardless of the industry that you are in or the type of business that you operate, you want to have great customer service.

CRM is crucial in establishing a good user experience and reaching potential customers. Without it, you can’t track certain details throughout the sales cycle and it can be more difficult to retain your customers. There are lots of options for CRM software, it just depends on what your specific needs are and what will work best for your business.

Here’s What We’ll Cover:

What Is CRM Software?

5 Best CRM Software Options for Your Business

Key Takeaways

What Is CRM Software?

CRM software is a way to help you track and organize all of your customer information. The tools are meant to help you manage customer communication, sales and the marketing process. This way, you can deliver more efficient and accurate services to your customers.

Basic CRM software organizes customer records like email addresses and phone numbers. More advanced CRM software can integrate your sales, marketing and customer support strategies. There is a wide range of business tasks that CRM software can help manage for you.

Here are a few things that you can do with CRM software:

Create and improve personalized brand messaging based on past customer data
Build better and longer-lasting relationships with customers
Easily track, plan and adapt customer interactions to streamline sales management

CRM software also offers the ability for lead management, to monitor sales activity and to track emails. All of this information can get used to developing personalized marketing plans and strategies. You can then make sure that your marketing efforts are accurately targeting the right audiences.

5 Best CRM Software Options for Your Business

The main thing to consider when looking into CRM software is to find one that offers the tools and features that suit your needs best. Some CRM software is best for enterprises and others could work better for small businesses. Plus, most software offers the choice for third-party integrations to help reach your customer base.

Here are the 5 best CRM software options for your business.

1. Salesforce

One of the most familiar and popular choices when it comes to CRM software, Salesforce is an excellent option for small businesses. It allows you to anticipate future growth and it can scale with your business. It has an intuitive user interface that makes it simple to use regardless of your technical ability.

Salesforce has some great account and lead management tools to help track different deals all the way from lead to completion. And your marketing teams can integrate other apps like Gmail or Outlook. The software creates customizable reports in real-time to make sure everyone has access to the most recent data.

As your business continues to scale and grow, you can add more features for increased functionality and collaboration. There are a ton of training resources to help with issue resolution or troubleshooting.

2. Zoho

There are still a lot of people who are working from home or working remotely. Zoho can be a great CRM software choice for remote teams or if you have a sales team or sales reps who are on the road constantly. One of the best features of Zoho is that you can access and edit any of the CRM data through the mobile app while offline.

This can be good if you don’t have access to Wifi or if you don’t want to use your mobile data. The app allows you to log calls and customer visits and any other relevant activities. The interface is easy to use and lets you set reminders, schedule activities and even send emails.

Plus, to help maximize productivity, there is a map integration that can display all your nearby prospects and leads. Collaboration is also a key feature with Zoho, as you can interact with team members, add comments or provide feedback.

3. Oracle Netsuite

Another popular CRM software, Oracle Netsuite lets you better understand customer purchasing habits. The software has a ton of functionality and tools to generate insights. You gain visibility into how you interact with your customers in-store, online or in a call centre.

One of the best features is that it combines your customer data analysis with other common customer relationship tools. It will also generate reports of things like sales pipeline analytics and customer support case management.

You can also create enhanced customer profiles that emphasize customer transaction history. This helps predict future shopping behaviours.

4. HubSpot

Do you like free? Free can sometimes be best. And that’s one of the greatest things about HubSpot. Their forever-free plan offers over 90 different report templates with customizable dashboards.

The reports highlight sales activity insights, forecasting deals and sales funnel metrics. It will also give you insights into your team’s productivity and individual performance. You can generate the reports through chat or email so everyone can see what’s going on with customer engagement.

5. Monday

As a small business owner, you have strategies in place to help you reach your goals and objectives. But, to reach those goals and objectives you need to know how to get there. And one of the ways to do that is with a roadmap. A way for you to see what’s upcoming and what you need to do.

Monday uses a combination of CRM and project management tools to help keep you on track. This helps you focus on your customers instead of the software. It has a simple interface but offers a high level of functionality with custom dashboards.

The software can quickly and easily adapt to different types of project methodologies, such as the Agile or Waterfall methods. It also lets you track the amount of work your team has in real-time so you always know what’s happening and can identify possible risks.

Some other main features include marketing outreach, lead tracking and sales pipeline management. You can either choose to use a template to build your workflow or you can build your own from scratch. It can be a great choice for small business owners who want to manage both their customer satisfaction and marketing campaigns.

Key Takeaways

Some CRM software options are going to work better for some businesses than others. For example, Salesforce might be the best option for growing businesses. Monday could be the best option for integrated project management. And Zoho might be the best option for remote workers.

Make sure you take a look into the different features and benefits that each software offers to see what fits best with your needs. Here are a few extra tips to help you choose the right CRM software.

Some options are free and some options are paid, so try and figure out if you might need extra tools or features
Make a list of the features and tools that would benefit you most
Assess the market and any technological trends
Read through online reviews from other business owners
Test a few choices to see what might work best

Once you take a little time to explore your options you will be ready to make your decision. Using CRM software will help organize all your customer information and forecast your sales process. You can also streamline your sales cycle and fully automate your workflow.

The result will be more engagement, better relationships and happy customers.

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