Best CRM for Small Business
In today's world of evolving technology, businesses of all sizes have found new and innovative ways to operate more smoothly. For any business, it has become increasingly important to operate more efficiently through effective time management and streamlined processes. This is something that is often achieved by using the right tools and resources, which includes suitable software.
One type of software that has become invaluable to both larger and smaller businesses is CRM or Customer Relations Management software. As the name suggests, this software was originally designed to manage client information and data. However, over recent years this type of software has become increasingly comprehensive, enabling companies to manage a range of different aspects relating to running the business without the need to invest in a host of different systems and software products.
In order to make the most of CRM software for your business, you need to make sure you are using the right product and the most suitable provider, as these are things that can make a big difference to the overall efficiency and suitability of your investment. It is therefore, important to do some research so that you can better determine which CRM software is going to benefit your business most. This will enable you to make a more informed decision and will ensure that you are able to make the most of this popular business technology, which can then benefit you in a range of different ways.
Best CRM Software: What to Consider
When you are choosing CRM software there are a number of different factors that you need to take into consideration in order to boost the chances of making the right decision. Some of the areas you need to take into account when you do your research include:
- The features that come as part of the software package, such as contact management, sales and marketing, and employee tracking
- How easy the software and program is to use
- The cost of the software and whether it fits in with your business budget
- The reputation of the software and provider based on consumer reviews and other ratings
- The level of support and assistance offered
Looking at these key points will make it far easier for you to determine whether a particular program is going to be the right one for your business. It will also help to provide you with increased peace of mind and confidence when making your purchasing decision.
Top CRM Systems for Small Business
NetSuite CRM Software
- The software offers a range of features that enable you to connect with clients and employees
- Support and assistance is very good and emails addressed within 24 hours
- Can be purchased as part of the ERP business solution or as a standalone program
- There is no chat support available from the provider
- No social CRM application available from the provider
Offering a host of CRM tools that can benefit your business, NetSuite has become a popular software option amongst businesses that are looking for reliability and efficiency. The eCommerce facility that is available with NetSuite means that visitor information on your company website can be tracked and the data can be automatically transferred into the software. The application can be purchased as a standalone one or as part of the NetSuite ERP business system.
This software is easy to get to grips with, which is something that businesses will appreciate these days when time is of the essence. It offers a host of features, including customer interaction tools, lead tracking, and email marketing management. There are many other features that companies will find invaluable, such as being able to see which employees have interacted with which customers and being able to authorize specific employees to access certain customer accounts.
Some of the main features that businesses will benefit from with this software include sales and marketing features, employee tracking, and the ability to send individual or mass emails amongst other things. This is a user friendly program and is perfect for those who are keen to enjoy simplicity combined with efficiency.
NetSuite also offers a very good level of customer service, with emails addressed within 24 hours and a range of helpful tools and resources available online. Unfortunately there is no chat support available. There is also no social CRM application with this provider. It does have an above average rating of 6.2/10 from professionals on the G2 Crowd website and an excellent A+ rating from the Better Business Bureau.
Verdict - Superb
If you want to ensure that your CRM system covers all the bases, the NetSuite program is one that could benefit your business hugely and help to streamline a range of processes.
Capsule CRM Software
- Competitively priced
- Google app integration
- Easy to learn and use
- Works with several third party applications
- Able to store many contacts
- You need to blind copy a Drop Box account to store not Gmail emails
Capsule offers several helpful CRM features including the ability to store and manage up to 50,000 contacts. You can track messages between colleagues and clients, manage sales leads and proposals, and you can organize tasks and to-do lists. Capsule also utilizes outside third party services like MailChimp to offer additional features like emailing services and support desk features.
Capsule is fairly simple when compared to other CRM software tools. Because of this, it is very user friendly. Its sleek interface simplifies everything down to five navigational buttons: a home button that brings you to an overview of your organized tasks, a contacts section to organize the contact information of people and organizations, a calendar section to manage dates and upcoming events, a sales icon that brings you to a section where you can manage business opportunities and finally a cases icon to manage ongoing projects.
If you, like many individuals and business, use Google apps to manage things like contacts and emails Capsule allows seamless integration with all of your Google peripherals. This is very convenient for anyone who enjoys the use of Gmail as your main email, as contacts added to google apps are automatically added to capsule.
Verdict - Superb
Capsule's ease of use and competitive pricing are what put it at the top spot. If you are looking to get started with an email service capsule is definitely worth your consideration.
ACT CRM Software
- The provider offers both onsite and cloud based CRM solutions
- Software comes with a range of valuable features for businesses
- The software has particularly comprehensive reporting capabilities compared to many of its competitors
- A split window design m
- Poor connection can make dialing out difficult with this software
Offering both onsite and cloud based CRM solutions, ACT is becoming increasingly popular amongst business users thanks to its user friendly format, its range of valuable features, and its reports generating capabilities. The CRM software enables you to open and manage all of your emails, and this can help with the management of customer contact, complaints, marketing, and more.
While the software does offer dialing features, the connection can sometimes falter and create difficulties when it comes to dialling out. There is a group calendar function, tracking facilities, and a split window design that makes management of multiple tasks far easier.
A key feature that this software offers is excellent reporting, with the ability to generate a range of reports, which many businesses will find invaluable. While most CRM software offers report generating capabilities, this feature is far more comprehensive with this provider than with many of its competitors. ACT is part of the Platinum CRM Consulting group and has a rating of A+ with the Better Business Bureau.
Verdict - Great
All in all, ACT is a solid and user friendly option for businesses that are looking for a CRM system that will make life easier and offers a variety of useful tools and features.
Salesforce CRM Software
- This is a very user friendly system that is simple yet efficient
- Offers a wide range of features to assist in the smooth running of the business
- Cloud based system means that you use less of your own storage
- Excellent IT support available
- Advanced sal
- It can be difficult to get hold of a support representative and speak to them person to person
If you choose Salesforce as your business CRM you can look forward to the benefits of a user friendly system that enables you to streamline a wide range of processes without weighing you down with different applications. The system from Salesforce is one that is very easy to use and manage, which makes life a lot easier for businesses that want to bring a wide range of information together into one place.
This is a cloud based system that offers excellent IT support and enables you to avoid cluttering up your own computer space. There is no onsite option available with Salesforce, so if you want to use this system you will have to go for the cloud based system.
This software offers a host of features designed to help with contact management, sales and marketing, employee tracking, and more. The sales and marketing features are very advanced compared to some competitors while the contact management capabilities allow you enjoy far more flexibility than many other CRMs. For instance, when creating new contacts you can mark them as one of ten different customer types such as an investor, client, or competitor.
When it comes to support and assistance from Salesforce, you can look forward to a range of options. You can contact support representatives via email, phone, and live chat, although it can be difficult to connect to someone and talk to them in person. You will also find a host of tools and resources to help you to resolve issues or get answers to queries. This includes video tutorials and guides that are integrated into the CRM program. When it comes to consumer reviews, the software scored an impressive 8.3/10 on the G2 Crowd.
Verdict - Very Good
The ease of use and variety of features that come with this program makes it a popular choice amongst businesses of all sizes. It also offers a range of advanced capabilities, which will appeal to many businesses.
Infusionsoft CRM Software
- Automation marketing software with a wide range of features
- An ideal choice of small businesses and freelancers
- Supports a range of devices including Mac, web based, and Windows
- Supports a range of countries including the United States and UK
- The huge range of features may make the software come across as being too complex
The automation marketing software and CRM system from Infusionsoft has become a popular choice, particularly amongst small business owners and freelancers who are looking for a reliable, efficient, and simple program that will meet their diverse needs. This is a program that provides a solid platform to enable ease and convenience when it comes to integrated email marketing, eCommerce, and customer relationship management.
There are many different features that you will be able to benefit from when you use this system, which includes features and benefits such as marketing automation, CRM, web forms, social sharing, email marketing, simple publishing, multimedia marketing management, reporting tools, tracking, sales reports, payment processing, and much more. While this wide range of capabilities is certainly invaluable for businesses some may view it as making the system too complex.
Thousands of businesses have chosen to use this software as a result of the diverse array of capabilities that it offers. It supports a range of devices including Mac, web based, and Windows, and it supports a range of countries including the United States, the UK, Canada, Australia, and Europe. This software is also very competitively priced compared to many of its competitors, making it a great choice for those who want to keep costs down.
Verdict - Good
As a small business user or freelancer, you will find that the comprehensive capabilities of Infusionsoft will help to make the smooth running of your business far easier.
Verdict - Good
Best CRM Software Review Recap
The importance of efficient CRM software has become increasingly important for businesses of all sizes in today's business world. With this in mind, taking the time to find the right CRM system and provider for your business needs will ensure that you are able to reap the benefits of this technology.
Best CRM Software FAQs
What is the difference between SFA and CRM?
Sales Force Automation (SFA) differs from customer relationship management software (CRM) in its focus. SFA is almost exclusively related to sales-related objects, reporting and activities. These products are oriented towards lead and account management, contact management, and other forms of operation forecasting. CRM, on the other hand, incorporates the components of sales force automation (lead management, account management, contact management, activity management, sales forecasting) as well as marking automation, customer service, and sales order processing. Marketing automation consists of campaign management, email distributions, and marketing analytics. While sales order processing brings together quote management, invoicing, sales orders, and contract management.
What is CRM software?
CRM stands for customer relationship management. This software is designed to aid businesses and organizations manage their customer information, data, communications, sales, as well as manage employees and partner relationships. What's more, it can keep track of clients, contracts, contacts, and sales leads. The CRM software programs available on the market today are highly customizable and can be tailored to fit the needs of any one organization. Depending on which one you prefer, you can have a web-based "cloud" application or a local application in which it is located on the hardware or server itself. Social CRM is another type of CRM software and allows you to manage relationships via social networking sites like Twitter, Facebook, and LinkedIn.