Staying on top running a successful business means keeping tabs on a very wide range of tasks, and this includes CRM (Customer Relationship Management. The best way to handle this part of your business is to find the best CRM software, but which one do you choose? There are lots of options out there but worry not: we have selected a few of the best for you to choose from.
CRM software solutions come in all different kinds of shapes and sizes and tackle the issue in different ways. Some, for example, is geared toward product management and sales while others are focused on helping you build leads.
Here, we will be focusing on the best CRM software for 2020. We will be highlighting the more popular options to help you narrow down your options. Let’s get to it then, shall we?
The Best CRM Software for 2020
What should you be looking for when choosing the best CRM software? There is a lot of variety when it comes to functionality in CRM software, which is only logical when you consider that every business is unique. You may well have different priorities than other business owners, for instance.
All things considered, below are the best CRM software solutions and what aspect of them they are best at.
The Overall Best CRM Software for 2020: Agile
Agile CRM boasts a very robust feature set and extensive automation abilities. These make Agile CRM the best CRM software package for small businesses of all types. Agile’s starter plan is a rather competitive $8.99 per month, per user. This package offers a range of tools for marketing and sales teams.
Users can store the details of around 10k companies and there is also email tracking support included. In addition to this, you can also create custom milestones.
Agile CRM software offers marketing teams the ability to create forms, landing pages for websites and email templates. Users can also set up automated marketing tasks and easily monitor social media channels.
The varied services that are offered are rather useful, such as canned responses and these services can be enhanced further with the use of plugins.
Best Cloud-Based CRM System: Zoho
Zoho needs little introduction, is one of the best CRM software packages there is. The software stable of Zoho includes accounting and collaborative applications. Zoho could be the ideal option for you if you don’t fancy hosting your CRM software yourself as the product itself is entirely cloud-based.
The software can pull customer data from multiple sources, including social channels, live chat, phone calls and email. The sales signals feature provides Zoho users with a real-time look at customer actions and also provides notifications. Sales targets can be assigned to individual team members, and the owner can use the dashboard to monitor progress.
This CRM software package has features that enable to automate sales processes and it also allows for the creation of individual and distinct portals for customers.
In addition to all of the above, there are also hundreds of extensions that can be added to the central dashboard to increase functionality.
Best for Scalability abilities: HubSpot
Lots of businesses start small, but this doesn’t mean they will stay that way. You need an ability to scale up aspects of your business when you need to. The best CRM software for scalability is, without doubt, HubSpot. Growth is the goal of any business, obviously, so you are going to need a CRM system that is going to manage increased customer intake. HubSpot is the solution you need.
Thanks to the timeline view, HubSpot makes following up on lead interactions a rather simple affair. Personalised emails can be sent through the ether to a schedule and users can gain insights on them. HubSpot’s marketing hub has several optimisation tools that allow you to manage landing pages, email templates watch over SEO ROI.
Best CRM software for ease of use: Streak
The vast majority of CRM software systems are not that easy to get a handle on, not at the beginning – there are just too many moving parts to make it easy. Streak is an exception though, which is why it is one of the best CRM software packages around.
What makes Streak so easy to use is that it is based on an application that 1.5 billion people already have access to… Gmail.
Streak can turn Gmail into a beast of a CRM platform. All you have to do is install the extension and you are off. The service enables easy collaboration and it allows sharing with a single mouse click. Support queues, deals and task reminders using Google Calendar can be managed.
Because Streak is built on Gmail, it works with other Google products too. There are multiple templates available for use also, for specific tasks such as sales and product development.
Best Value CRM: Insightly
For the smaller business, budget is always a concern. When costs are a restraining factor, but you want or need one of the best CRM software solutions, then you want something that isn’t going to cost a spinetingling amount. In this instance, your best bet is Insightly.
With a starting rate of $29 per user, per month, Insightly is the best value CRM software package that there is. An upper limit of 100k records is insanely high and you also have 10Gb storage space. For record collation, you can import 25k records per single session.
Unlimited custom reports, API access and task management are included too. There are also detailed reports offered and connection opportunity to Microsoft’s Power BI – a business analytics service.
In terms of marketing, the product allows for mass emailing – 2,5k emails a day. Insightly is also able to sync with Google Contacts and Calendar. Project automation is made incredibly easy with Insightly.
CRM software is a vital tool that every business owner should have access to, regardless of how large or small the business happens to be. The best CRM software doesn’t have to be ridiculously expensive or flashy, but it must be good at what it does, and the few we have highlighted here are exceptional.