A CRM (Customer Relationship Management) software will give your team the chance to better spend their time, energy, and focus on closing more deals efficiently and quickly thanks to the organizational tools it provides them with.
When evaluating a CRM software, there are some factors that you should not only put into consideration but also rank according to the importance they present to you and your business.
Those factors include the features you need, pricing, ease of use, customer support, and anything else that matter to you (such as is there a free trial, what integrations are available, etc etc.)
In this article, we will try to make your choice a little bit easier by taking a look at three of the most popular CRM software for small businesses. We will discuss:
- HubSpot CRM
Keep in mind that the order is arbitrary and that this is not a ranking of any sorts.
We start with:
Insightly is a CRM solution that differentiates itself from the rest of the CRM solutions with its ability to give its users the big-picture while still allowing them to drill down to the details.
Insightly has four main objectives which are:
- Build Relationships
- Deliver projects
- Accelerate Sales
- Meet Enterprise-grade requirements
Insightly is able to meet those four objectives thanks to its comprehensive features. Those features include contact management, workflow automation, advanced data management, opportunity management, and tasks and event management.
Insightly’s interface is also very functional as you can access everything about a customer or a lead in a single page. From this page, you can see the contact’s communication history, social profiles, tasks and events, project involvement, sales opportunities, and key relationships.
You can also view all these contact information right from the free mobile CRM app so you won’t miss anything while working on-the-go.
For even further functionality and more features, Insightly will integrate smoothly with other third-party applications and services that include Google, SAP, Oracle, and many others.
Freshsales is a top-of-the-line CRM solution designed to give businesses of all sizes all the necessary tools and features needed for reliable lead capture and event tracking.
The solution is easy to use and easy to navigate, and it offers robust features that can streamline many aspects of your sales process. Freshsales can prioritize pipeline opportunities, reveal useful insights, and optimize sales.
Other than its ability to capture leads, Freshsales can also distribute, score, nurture, divide and verify leads from different communication channels.
The solution also comes with some unique advanced features such as auto-dialers, call routing, call recording, and affiliate management. The solution’s revenue analytics feature enables you to pull out all the relevant metrics and sources and can summarize everything in accurate and insightful reports.
The variety of filters Freshsales supplies help in data summarizing as it allows for the grouping, organizing, and customizing of results.
Freshsales is aimed at small and mid-sized businesses, which is why it has a flexible pricing scheme as well as a free trial available so you can check out the features before making a commitment.
3. HubSpot CRM
HubSpot CRM is probably the best CRM solution available nowadays. The solution has almost all the features any business might need, is very easy to use, works very well with other HubSpot and third-party products as well, and it can be used for free.
HubSpot has a customizable interface that makes the solution suitable for businesses of all industries, and has all the functionality and features any sales team might need to take their business to the next level.
With HubSpot CRM, you will be able to assign and track your deals, create detailed profiles for your employees and your contacts, control your employees’ performance, and organize your business’s activity on a single dashboard where everyone can collaborate.
HubSpot is also optimized for mobile devices, so you can use it anytime from anywhere, regardless of the device, operating system, or browser you are using. Needless to say, this makes it perfect for remote teams and collaborative businesses.
I hope you found this article helpful. If you did, why not share it with a friend who might benefit from it, too?
If you have any questions or comments, feel free to leave them below and we will get back to you as soon as possible.
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