1324 results
Why Capterra is free
Improve the way you manage customers, increase the size of your sales pipeline, report on and convert more leads with LeadMaster. Learn more about LeadMaster
An affordable all-in-one CRM - capture, track and follow up with leads. This all-in-one CRM presents you with email marketing, marketing automation, sales force automation, landing pages, reporting and more. Designed for small and medium companies from ranging from 10 - 250 employees,training is free. Receive robust reports on your marketing pipeline in real time, use advanced and quick search, and create powerful dashboards. Everything about this CRM is highly customizable for your own business Learn more about LeadMaster
An affordable all-in-one CRM - capture, track and follow up with leads. This all-in-one CRM presents you with email marketing, marketing automation, sales force automation, landing pages, reporting...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
United Kingdom Local product
The next generation of PSA tool. Complete professional services automation package for software and services businesses. Learn more about HarmonyPSA
CloudBlue PSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform, available from the cloud on any device. Learn more about HarmonyPSA
CloudBlue PSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc. Learn more about Kaseya BMS
Everything you need to run your IT business - All At One Low Price. Kaseya BMS is the most functionally rich business management solution on the market today, built to support all your IT business back-end requirements: Service Desk, CRM, Finance, Project Management, Billing, Time & Expense Tracking, Inventory Management, and more. Start your free trial! Learn more about Kaseya BMS
Everything you need to run your IT business - All At One Low Price. Kaseya BMS is the most functionally rich business management solution on the market today, built to support all your IT business...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
United Kingdom Local product
VeryConnect's reliable CRM typically saves 80% of your administration time. Request a demo today. Learn more about VeryConnect
VeryConnect's intuitive and reliable membership CRM typically saves 80% of your administration time. This enables you to build valuable relationships with your members and potential members, both individuals and organisations. Our customisable CRM includes a secure GDPR-compliant database, powerful search, integrated email marketing, statistics and reports. Request a demo from our helpful UK team today. Learn more about VeryConnect
VeryConnect's intuitive and reliable membership CRM typically saves 80% of your administration time. This enables you to build valuable relationships with your members and potential members, both...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Unite CRM with project planning, resource management, tasks, timesheets, billing & reports in one platform built for Google Workspace. Learn more about VOGSY
VOGSY unites sales and project teams in one user-friendly platform built for Google Workspace. Automate quotes and invoices with easy Google Docs templates and plan a profitable pipeline with CRM synced to projects, resource planning and forecasting. With customer profitability charts, you'll know at a glance which customers are making you money and which ones aren't. Assign tasks to resources from Gmail, follow up with clients and prospects faster, win more deals and make sales predictable. Learn more about VOGSY
VOGSY unites sales and project teams in one user-friendly platform built for Google Workspace. Automate quotes and invoices with easy Google Docs templates and plan a profitable pipeline with CRM...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Cloud-based CRM program to automate sales, marketing & customer service processes by managing email campaigns, deals, ticketing & more. Learn more about Deskera CRM
Deskera CRM manages your sales and support processes with no hassle. You can funnel leads from web pages into the CRM by using Deskera forms. Segment contacts based on your nurturing process, and make attractive emails. Schedule campaign launches and track your stats with detailed analytics. Add more deals to the pipeline in CRM and drive closures. Streamline support tracking and response time with Deskera ticketing. Add helpdesk to give your users a quick guide to troubleshooting the problem. Learn more about Deskera CRM
Deskera CRM manages your sales and support processes with no hassle. You can funnel leads from web pages into the CRM by using Deskera forms. Segment contacts based on your nurturing process, and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Collaboration platform built for email management, customer support, and task management. Learn more about Rooftop
Rooftop is a collaboration platform built for email management, customer support, and task/project management. It was built around the following 3 pillars: -Inbox management: Managing emails can be a tedious task. Rooftop helps you classify, process, and retrieve emails easily. - Collaboration: Rooftop was built to make it possible for teams to collaborate on emails and tasks. - Task management: Manage all your tasks and projects in Rooftop. You can build all kinds of workflows and sales pipelines. Learn more about Rooftop
Rooftop is a collaboration platform built for email management, customer support, and task/project management. It was built around the following 3 pillars: -Inbox management: Managing emails can be...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity
Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how teams manage relationships by automating data entry, never dropping the ball on key connections, and unlocking warm introductions to key decision-makers. Short on time for manually filling your CRM? Making decisions about your deals using guesswork? Affinity is for you. Learn more about Affinity
Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity....

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
A marketing automation platform that helps businesses design, automate & manage campaigns across email, mobile & digital platforms Learn more about Touchpoint MX
Engage your customers with intuitive, personalized marketing communications. Drive conversions, reduce churn, and personalize the way you engage your customers across every interaction with powerful marketing automation that is flexible enough to support all your campaigns. We specialize in email, SMS, microsites, web forms, reward, loyalty & training programs Learn more about Touchpoint MX
Engage your customers with intuitive, personalized marketing communications. Drive conversions, reduce churn, and personalize the way you engage your customers across every interaction with powerful...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Chatabox is a simplified CRM platform for business that is packed with lots of features and competitively priced from $35 AUD dollars. Learn more about Chatabox
Chatabox is a cloud-based CRM that is fully scalable user-friendly with seamless workflow and automation features to simplify the sales and lead management process. Standard features include tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, storage, quotes and proposals, invoicing with customisable dashboards plus an array of other features starting from $35 AUD dollars. Learn more about Chatabox. Learn more about Chatabox
Chatabox is a cloud-based CRM that is fully scalable user-friendly with seamless workflow and automation features to simplify the sales and lead management process. Standard features include tracking...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
In Mind Cloud is the world’s only scalable digital sales platform made for manufacturing that unites CRM with CPQ and Commerce. Learn more about In Mind Cloud
Drive successful sales outcomes with a smart, connected platform and manage your customers and their needs across all channels. This is your ticket to boost sales efficiency from lead-to-order through one platform. Pipeline Management, Forecasting & Reporting; Customer 360: Email, Conversations, Purchase History; Sales Cockpit; Full Sales Network and Channel Collaboration Tools In Mind Cloud is the world’s only scalable digital sales platform made for manufacturers. Learn more about In Mind Cloud
Drive successful sales outcomes with a smart, connected platform and manage your customers and their needs across all channels. This is your ticket to boost sales efficiency from lead-to-order...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
AccelGrid is a business management suite that helps distribution and manufacturing companies become more efficient and profitable. Learn more about AccelGrid
AccelGrid is a suite of seamlessly integrated modules that include Sales, CRM, Inventory, Accounting, Purchasing, eCommerce, and more. AccelGrid helps businesses eliminate data re-entry and increase accuracy by offering an integrated platform to manage all business functions. The solution is web-based and fully customizable to suit specific business processes and workflows. AccelGrid is user-friendly by design and can be used across multiple devices. Learn more about AccelGrid
AccelGrid is a suite of seamlessly integrated modules that include Sales, CRM, Inventory, Accounting, Purchasing, eCommerce, and more. AccelGrid helps businesses eliminate data re-entry and increase...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
OleaERP is integrated ERP/CRM software designed for all size of companies offering 30+ industry-specific solutions Learn more about OleaERP
OLEAerp offers best in class industry specific solution and to manage entire business processes in one integrated, high functionality low cost software Learn more about OleaERP
OLEAerp offers best in class industry specific solution and to manage entire business processes in one integrated, high functionality low cost software

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. Learn more about TOCA CRM
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. With cross platform functionality, TOCA CRM allows for total CRM access from anywhere at anytime with the mobile app for IOS and Android. Learn more about TOCA CRM
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. With cross platform functionality, TOCA CRM allows for total CRM...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
SmartSales is an all-in-one field sales app that eliminates paperwork and allows reps on the road to sell more and better. Learn more about SmartSales
SmartSales is an all-in-one field sales CRM that eliminates paperwork, allows reps on the road to sell more and better, and saves them up to 90 minutes a day. - Territory management: Prospects and customers are geolocated and can be segmented. - Constant accuracy: Stocks, prices, and docs are always up to date. - Keep track of everything: Customize and generate in-depth visit reports as well as succinct notes. - Action-driven: Place orders right away in the app. No more extra waiting time. Learn more about SmartSales
SmartSales is an all-in-one field sales CRM that eliminates paperwork, allows reps on the road to sell more and better, and saves them up to 90 minutes a day. - Territory management: Prospects and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
PouchNATION is an all-in-one cashless and guest management solution for venues & events using NFC wearable technology. Learn more about PouchNATION
PouchNATION is a SaaS-based platform with NFC wearable technology and a one-stop guest management solution, focused on venues and live events to digitize their operations and deliver a worry-free experience to their guests, online and/or offline, providing advanced insights that enhance revenues and efficiencies. We constantly look forward to providing better solutions with the constant development of our in-house technology. Learn more about PouchNATION
PouchNATION is a SaaS-based platform with NFC wearable technology and a one-stop guest management solution, focused on venues and live events to digitize their operations and deliver a worry-free...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Freshdesk is an easy-to-use customer service software that helps over 40,000 businesses worldwide create stellar customer experiences.
Freshdesk is a cloud-based helpdesk system that offers powerful solutions for customer service. Freshdesk unifies conversations from email, phone, web, chat, and social, and helps you resolve issues across channels effortlessly. With Freshdesk, you can also automate workflows, offer convenient self-service options, manage SLAs, and generate reports. Freshdesk is used by over 40,000 customers, including Bridgestone, HP, Harvard University, and DHL.
Freshdesk is a cloud-based helpdesk system that offers powerful solutions for customer service. Freshdesk unifies conversations from email, phone, web, chat, and social, and helps you resolve issues...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Airtable combines an intuitive spreadsheet interface with file attachments, kanban boards, calendars, and other powerful features.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting.
Airtable is the all-in-one collaboration platform that combines the flexibility of a spreadsheet interface with rich features like file attachments, kanban card stacks, calendars, and reporting.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Automate every part of the recruiting lifecycle with Bullhorn's recruiting software built for staffing and recruiting agencies.
Bullhorn is the global leader in software for the staffing and recruiting industry. More than 10,000 staffing companies rely on Bullhorn's cloud-based platform to drive sales, build relationships, and power their staffing processes from start to finish. Headquartered in Boston, with offices around the world, Bullhorn is founder-led and employs more than 950 people globally. To learn more, visit www.bullhorn.com or follow @Bullhorn on Twitter.
Bullhorn is the global leader in software for the staffing and recruiting industry. More than 10,000 staffing companies rely on Bullhorn's cloud-based platform to drive sales, build relationships,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Run your business your way with a fully integrated CRM for small to medium sized businesses.
Stay organized as you scale and grow. Finally, a CRM that¿s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.
Stay organized as you scale and grow. Finally, a CRM that¿s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more....

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The fastest, easiest, and highest value service management software to automate everything from first customer contact to getting paid.
mHelpDesk is the #1 easiest and most powerful software solution for your field service business, automating everything from first customer contact all the way to getting paid. We provide our customers with mobile and online tools that are unmatched in performance, reliability, and functionality. We've packed the best tools into one extremely easy-to-use and affordable package that requires no big upfront investment. And we have in-house product experts to get you up and running immediately.
mHelpDesk is the #1 easiest and most powerful software solution for your field service business, automating everything from first customer contact all the way to getting paid. We provide our...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
SharpSpring offers powerful, flexible marketing automation with fully integrated CRM and social media management for agencies and SMBs.
SharpSpring is a comprehensive revenue growth platform stacked with sales and marketing automation features. Its one of the most flexible platforms on the market, offering powerful, behavior-based email marketing, native or 3rd-party CRM integration, social management tools, landing page & blog builders, universal CMS compatibility, and integration with hundreds of apps. SharpSpring is usually less than 1/3 the cost of other platforms and offers marketing agencies a special partner program.
SharpSpring is a comprehensive revenue growth platform stacked with sales and marketing automation features. Its one of the most flexible platforms on the market, offering powerful, behavior-based...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Act! makes it easy for businesses to grow, delivering proven CRM and powerful emarketing, the ultimate toolset.
Act! CRM provides users with everything they need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized business software market and today offers the rich functionality, unparalleled flexibility, and exceptional value that enables a perfect fit for every customer.
Act! CRM provides users with everything they need to market like a pro, turn leads into sales, and win raving fans for life. For over 30 years, Act! has been a pioneer in the small & midsized...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Pipeline CRM is ranked #1 CRM for mid-market businesses, empowering sales teams of 10+ across a breadth of industries.
Join the teams who've used Pipeline CRM to close $40 billion in sales and counting! Built with the heartbeat of America in mind (thats you), we kept things simple. From our promise to help small to mid sized teams win deals faster. To an easy-to-use cloud-based platform that syncs your team in real time. And a Smart Agenda that builds itself while theyre hard at work. Thats how you spend more time closing deals. And less time trying to. Its that simple. Really.
Join the teams who've used Pipeline CRM to close $40 billion in sales and counting! Built with the heartbeat of America in mind (thats you), we kept things simple. From our promise to help small to...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Wise Agent helps REALTORS® become more efficient, giving them the opportunity to save time and make more money with less stress.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other leading real estate technology companies, giving real estate professionals the opportunity to run their entire business on one system. The result is Wise Agent helps REALTORS become more efficient, giving them the opportunity to save time and take on more business.
Wise Agent is a very powerful all-in-one real estate CRM platform combining contact management, lead automation, transaction management and real estate marketing software. We've integrated with other...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Mobile friendly and secure legal software that's easy to learn and use. Save time. Grow your firm. Go paperless. Work from anywhere.
PracticePanther is the top rated law practice management software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their workflows and get more done in less time. Never miss deadlines, get paid faster, seamlessly track billable time & expenses. Work from anywhere, on any device, with our mobile app. It's easy, user-friendly and intuitive. Spend less time managing your firm and more time making money. Try it free, no credit card needed.
PracticePanther is the top rated law practice management software on Capterra! See why tens of thousands of law firms in over 170 countries use PracticePanther to automate their workflows and get...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Be more professional, profitable, organized and efficient. The all-in-one Tool
Accelerate growth and efficiency with JobNimbus the best management software. Paperless contracts. Flexibility in terms of customization. Info everywhere, anywhere in the mobile app. Expedite your processes through integrations. Visual archive of job photos. Organize contacts/leads. Improve your work follow-up through tasks. Organize through work orders. Track outstanding invoices, collect payments Increase professionalism with estimates. Operational visibility through reports.
Accelerate growth and efficiency with JobNimbus the best management software. Paperless contracts. Flexibility in terms of customization. Info everywhere, anywhere in the mobile app. Expedite your...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface.
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications.
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications. It can be used to track many business processes including sales, partnerships, support, hiring, deal flow, and much more. Streak also includes a powerful set of email tools such email tracking, that lets you track when an email is opened.
Streak is the only CRM integrated entirely within your Gmail inbox, and works alongside all your other G Suite applications. It can be used to track many business processes including sales,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Not just a CRM: proposals, contracts, payments, and more. Get 7 days free when you're ready.
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools. Start a free trial today!
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Sugar helps sales, marketing and service teams to reach their full potential in everything they do.
Deployed by 2 million individuals in over 120 countries, and PC Mag Business Choice Best CRM Software Award for the fourth year running, the only CRM software that readers would strongly recommend to their peers. Sugar is for the disruptors, the innovators and the visionaries. Sugar offers an industry-leading customer experience, a simple interface and an intuitive customization platform.
Deployed by 2 million individuals in over 120 countries, and PC Mag Business Choice Best CRM Software Award for the fourth year running, the only CRM software that readers would strongly recommend to...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Customer relationship management software built for small business
Meet Thryv, the customer relationship management (CRM) software built for small business. Thryvs CRM gives you in-depth insights into customer data and detailed customer profiles that include contact info, appointment history, unique preferences, and personal notes. Use this information to send targeted text and email communications that keep them coming back again and again.
Meet Thryv, the customer relationship management (CRM) software built for small business. Thryvs CRM gives you in-depth insights into customer data and detailed customer profiles that include contact...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ONLYOFFICE is a secure online office suite aimed at helping teams in management and collaboration with strong focus on documents.
ONLYOFFICE Workspace is a collaborative corporate office available as a cloud service and on-premises solution. It features a collaborative 3-in-1 editing suite fully compatible with MS formats, tools for managing documents and projects, CRM, calendar, mail, communication instruments, and advanced security settings. ONLYOFFICE also provides free desktop and mobile apps connectable to the cloud. ONLYOFFICE Workspace offers plans for startups, businesses, and extra big enterprises.
ONLYOFFICE Workspace is a collaborative corporate office available as a cloud service and on-premises solution. It features a collaborative 3-in-1 editing suite fully compatible with MS formats,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Sales Hub provides email tracking, prospect database searching, presentation sharing, auto dialer with call recording and logging.
Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Sales Hub is built on the leading HubSpot CRM platform, where you can bring your customer data, tools, and teams together in one central system of record. Whether its strategies, services, or software, HubSpot has everything you need to grow better.
Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Maximizer isn't just another CRM software provider. We provide companies with a competitive advantage proven around the world!
With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships, and boost their bottom line. Maximizer CRM comes loaded with features, all at one simple price. We include modules for Sales, Marketing and Customer Support, as well as must-haves such as customization and mobile access. 30-day Free Trial, and a money back guarantee!
With offices in Canada, England, and Australia, as well as business partners in the United States and around the world, Maximizer has helped over 120,000 companies increase sales, build relationships,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Simplify your Service Business. Complete Scheduling & Job Management. Manage Leads, Estimates, Jobs, Invoices, Payments from Anywhere!
BUILT & TRUSTED BY SERVICE PROS. #1 Most User-Friendly & Most Affordable Software for Local Service Companies with 1-25 employees. Complete Job Management: Scheduling, Leads Mgmt, Estimates, Running Complete Jobs from the Field, Invoices, Payments & More! Fully integrated with Quickbooks. We are also one of the Most Proven platforms available to simplify and manage your service business. Trusted by 1000s of service businesses for over 15 years.
BUILT & TRUSTED BY SERVICE PROS. #1 Most User-Friendly & Most Affordable Software for Local Service Companies with 1-25 employees. Complete Job Management: Scheduling, Leads Mgmt, Estimates, Running...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Build customer relationships for life with data-first digital marketing
Meet Salesforce Marketing Cloud, the leading marketing solution to increase engagement with every consumer. Use powerful data management to collect, organize, and securely store first-, second-, and third-party data alongside offline data to create complete consumer data profiles. Tailor every interaction along the journey with your brand using built-in AI. Then, engage each individual consumer at scale using industry-leading email, mobile, advertising, and social solutions.
Meet Salesforce Marketing Cloud, the leading marketing solution to increase engagement with every consumer. Use powerful data management to collect, organize, and securely store first-, second-, and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The Most Powerful Real Estate Platform to Put Your Business Growth On Autopilot. Ranked #1 by 250K Agents, Teams, and Brokers.
Ranked #1 by 250K Agents, kvCORE is a complete real estate platform built for modern brokerages and teams looking to automate and grow their business. With its 20+ channels to organically grow agent pipeline, kvCORE is purpose-built to drive more high-value conversations for agents and their clients than any other platform on the market today. If you are looking to save 35% on tech costs, enhance brand recognition, and guarantee agent success, then kvCORE is the solution for your business.
Ranked #1 by 250K Agents, kvCORE is a complete real estate platform built for modern brokerages and teams looking to automate and grow their business. With its 20+ channels to organically grow agent...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
All-in-one business operating platform that contains all essential tools for project, task, finance and customer management.
All-in-one business operating platform that contains all essential tools for project, task, finance and customer management. Flowlu provides you with a profound overview of everything that is going on in your company. Flowlu's tools let you know what your employees are doing and what problems they are facing. You can track every part of your business, from time spent by your team and their workload to overall costs, and customer invoices.
All-in-one business operating platform that contains all essential tools for project, task, finance and customer management. Flowlu provides you with a profound overview of everything that is going...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Sales Automation, eCommerce, Augmented Reality, eCommerce Marketplace, works online and offline! The premiere patented mobile solution!
The premiere (and Patented) #1 mobile Business to Business sales solution that allows you to bring your products with you no matter where you are, with or without internet access. View all of your products, customers, complete order histories, conduct inventories and sell/share your products from anywhere. Additionally, Sales Reps can access RepZio on ANY connected device with our revolutionary web app. With RepZio you can manage your business anywhere, anytime, on any device!
The premiere (and Patented) #1 mobile Business to Business sales solution that allows you to bring your products with you no matter where you are, with or without internet access. View all of your...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
A local commerce platform that provides apps, APIs, marketing, and financial tools for over 500,000 American businesses.
Our mission is to help local businesses thrive in a digital world. Founded in 2011, Womply is a local commerce platform that provides apps, APIs, marketing, and financial tools to make local commerce happen for over 500,000 American businesses and their customers. All of Womplys products and services are powered by the Womply Commerce Graph, a proprietary data asset that offers the most complete view of local commerce.
Our mission is to help local businesses thrive in a digital world. Founded in 2011, Womply is a local commerce platform that provides apps, APIs, marketing, and financial tools to make local commerce...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Drive exceptional productivity and smarter engagement with the #1 Sales Engagement Platform.
Outreach frees sales teams to focus on what matters: engaging customers. Our platform enables teams to stand out and connect with prospects and customers in meaningful ways. Outreach brings to light what resonates best, so you can create a playbook for your entire teams success. From startups to enterprises, companies rely on Outreach to simplify the path to predictable revenue.
Outreach frees sales teams to focus on what matters: engaging customers. Our platform enables teams to stand out and connect with prospects and customers in meaningful ways. Outreach brings to...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
CRM Add-in for Outlook that helps manage Contacts, Sales, Projects and Mail Merges. Available now as a web app and on iOS / Android.
The best CRM Add-in for Outlook, available now as a web app and on iOS / Android. It helps manage Customers, Sales, Projects and Mail Merges. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently. The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions.
The best CRM Add-in for Outlook, available now as a web app and on iOS / Android. It helps manage Customers, Sales, Projects and Mail Merges. With eWay-CRM, you can share your Outlook with your team,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Improve your team's accountability and productivity with flexible CRM that matches your sales process exactly.
Improve your team's accountability and productivity with a flexible CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and workflows keep everything moving, trigger-based actions make your team more productive, and automated reporting keeps your stakeholders in the know. Find out why over 80% of the Fortune 50 trusts Quickbase.
Improve your team's accountability and productivity with a flexible CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification

CRM Software Buyers Guide

Introduction

CRM software makes it easier for businesses and their employees to manage interactions with customers, clients, business partners, and leads. CRM stands for customer relationship management, and CRM systems allow companies to manage relationships with customers throughout the entire customer journey, starting with the first point of contact, right through to a purchasing decision, and then into the post-sale phase.

Some of the core features you would expect to find within CRM solutions include a searchable database containing relevant customer data and a communications log, which brings together conversations and interactions from emails, social media, telephone calls, and other channels. You can also expect an email management system, which can help synchronise email communications, and an alert system, which will remind employees to get in touch with a customer.

The ability to continually log customer communication from different channels and bring it together in an accessible database can greatly enhance collaboration between sales, marketing, and customer service teams. Aside from this, CRM software can help to improve automation within an organisation and facilitate easier analysis of customer data. This, in turn, makes it possible to gain valuable insights into customer behaviours, views, and expectations.

CRM solutions often have a main focus area, just like sales, marketing, or customer support software. However, some CRM systems are multi-purpose and offer a more comprehensive range of options. Moreover, CRM software can be broadly separated into on-premises software applications, which require installation, and Software as a Service (SaaS) options, which are accessible via web browsers on a wide range of different devices.

There are a number of considerations that businesses need to factor into their decision-making process when seeking out a CRM system. These include the size of the organisation, remote and mobile access requirements, employees' technical skills, and the level of compatibility between the CRM software and other core software packages. To be included in the CRM software category, solutions will usually:

  • Allow customer communications from different channels to be compiled in one location, making it easier for sales, customer service, and/or marketing teams to access and utilise the information contained within
  • Enable the creation of a comprehensive customer database, which can be easily accessed, searched through, and analysed, so that companies and their employees can find relevant information quickly
  • Offer integration with social media platforms, as well as other software applications
  • Provide email management options, making it easier to personalise any emails that are sent to customers
  • Include document storage capabilities so that letters, contracts, forms, faxes, and other important paperwork can be kept in digital formats and accessed by employees across the different departments

What is CRM Software?

CRM software is customer relationship management software, used by businesses to effectively manage their various interactions with customers. CRM systems are designed to allow businesses and other organisations to deal with customer support issues, manage leads and the sales pipeline, and oversee long-term relationships with past, current, and potential customers. Furthermore, CRM tools can help to ensure that a company's sales, marketing, and customer service processes become more integrated, coherent, and consistent.

Modern businesses communicate with customers across a wide range of different channels, for example telephone, email, social networking sites, video calls, and live online chat services. Through the use of CRM systems, it becomes significantly easier to compile communication data from these channels in a single, centralised location. Past conversations or correspondence to be referred to during future interactions, and gathering data from across the various communication channels makes it possible to build much more comprehensive customer profiles.

Many businesses turn to CRM software for assistance with some of the key challenges associated with modern customer relationships. For instance, customers expect personalised user experiences, where they are treated as an individual rather than as another face in the crowd. Achieving this requires intelligent use of data so that all forms of communication can be tailored to them. Moreover, modern customers are more likely to adopt an omnichannel approach to dealing with businesses. When this is the case, they want to be able to move across different platforms or communication channels without running into unnecessary friction, obstacles, or contradictions along the way.

What are the benefits of CRM software?

The benefits of using CRM software are numerous and wide-ranging, with many of these centering around the idea of bringing customer communication associated with customer service, sales, and marketing into one location. Some of the more specific advantages linked to the use of CRM systems within business settings include:

  • Centralisation of customer data: centralising data related to customer communication facilitates improved coordination and collaboration between different departments. At the same time, it allows certain sales, marketing, and customer service processes to be automated, aiding efficiency. CRM software also has the potential to make it easier for businesses to understand customers, including their needs, wants, and expectations, both collectively and on an individual level.
  • Fully searchable customer data: centralised databases can be accessed by multiple departments, including sales, marketing, customer service teams, and senior management, with options to search for specific customers and specific information within customer records. The very best CRM tools will also allow access to customer data from multiple devices, meaning it will be readily available, regardless of when, where, and why an employee needs it. When sales, marketing, and customer service employees are able to access information quickly, it becomes much easier to deliver personalised communication that is relevant to the customer or end-user.
  • Integration with all channels: good CRM systems will allow data from customer communications to be added from all of the various contact points, including telephone, email, social media, live online chat, and online messaging apps. This then allows for a more coherent customer experience, with cross-channel communication becoming much easier to manage, both in the short and longer-term. This means a customer can move from one communication channel to another, dealing with different staff while still enjoying a seamless experience.
  • Potential for improved automation: customer relationship management software can make it significantly easier for companies to automate tasks related to sales, customer service, and marketing. This is especially true when standardised processes are in place. Data can also be automatically centralised and continually updated, making it accessible by the various departments as and when they need it. The end result here is improved cross-departmental communication and collaboration, with a clear focus on customers and their needs.
  • Insight into customer behaviour: data that is added to CRM solutions can be collected and easily analysed, allowing for deeper and more meaningful insights into the behaviour, habits, preferences and expectations of customers. This will then enable businesses to gain a much clearer sense of what their customers want, what they need, the products they like, the products they dislike, as well as any patterns of behaviour that exist. When this information is collected from direct communication with customers, it can be compared and contrasted with wider industry trends. This will establish whether a company's customers face specific issues, are exhibiting specific behaviours that may require strategic adjustments, or require extra consideration in the future.
  • Improved levels of personalisation: the ability to access previous customer interactions and other important data from a single place makes it much easier for customer service teams and other employees to deliver a high level of personalisation. This is important because 80 per cent of customers want personalisation from retailers, and they are more likely to make a purchase when this is on offer. Modern customers want to be treated as individuals, each with their own concerns, needs, and opinions. CRM software makes it much easier to meet customer expectations in this way because data is collected and continually added to.

What are the features of CRM software?

CRM software tends to consist of core and common features, which are seen in most offerings, along with a range of other features that can vary significantly from one application to the next. Here are some of the most common features of HR software:

  • Contact management: create, manage, and continually update a database that includes the contact information for past customers, current customers, prospects, business partners, and anyone else that is regarded as strategically valuable for sales, marketing, or customer service teams. In most cases, this database will also be fully searchable, making it quick and easy to identify a customer, based on their name, email address, delivery address, telephone number, social media handle, or any other information the business may have access to.
  • Communication tracking: log communications and interactions with customers across multiple different communication channels. Conversations from telephone calls, social media, email, live chat functions and even in-person discussions can be documented and stored for future reference. Marketing, sales, and customer service employees are all able to refer back to previous communications for strategic purposes or in order to resolve customer interactions. This means customers will spend far less time repeating their problems to different employees. At the same time, businesses can achieve faster contact resolution times and higher overall success rates.
  • Lead management: manage leads and track their progress through the entire customer journey, from the first contact, all the way to the point at which they make a purchase, and beyond. Data related to everything from lead capture to pipeline management can all be captured, stored, analysed, and referred back to by marketing and sales staff to maximise revenue generation and reach financial goals.
  • Calendar/reminder coordination: set up reminders, which can be integrated with individual users' calendars, as well as wider departmental and company calendars. This helps to ensure that customers who have been promised a call back will receive one at the right time, even if the person who made that promise is unavailable. Many CRM systems will include different options for the reminder function itself, such as email reminders, desktop notifications, calendar notifications, and text message reminders, depending on personal preference.
  • Social media integration: consolidate social media interactions, across a variety of different platforms, including Facebook, Twitter, LinkedIn, Instagram, TikTok, Pinterest, and YouTube. With the rise of social networking sites, the way companies interact with customers has fundamentally changed. In response, the best CRM solutions have also evolved, placing a stronger focus on social media channels and options for managing these interactions. For example, they can automatically pull contact information from profiles, sync this data with CRM profiles, manage customer support queries across all channels, and more.
  • Email management: look after an entire email marketing strategy from within CRM software. Various email systems from different departments can all be synchronised, permitting access from one place. In many cases, CRM systems will include email templates, which can be integrated with your CRM database, facilitating effortless personalisation. Furthermore, CRM solutions with email management functionality will typically also include notifications, allowing employees to respond to emails faster, resulting in greater customer satisfaction.
  • Document storage: keep important documents stored in one location, where they can be organised, accessed on multiple devices, and easily shared with others. Many interactions with customers will result in paperwork, and filing this paperwork can present challenges to companies. With CRM software, this can all be handled digitally as letters, faxes, emails, contracts, and other documents are all kept within a built-in file management system.
  • Segmentation: divide customers, clients, and business contacts up into different categories or groups, based on the factors that really matter. Separate people based on age, gender, location, occupation, income, marital status, preferences, spending habits, values, product usage status, membership level, and almost any other grouping. This then allows for much more targeted sales and marketing activities, with less time and effort wasted on communication types that will be ineffective or irrelevant for particular sections of the audience.

What should be considered when purchasing CRM software?

When purchasing CRM software, buyers need to carefully consider a number of factors. The numerous CRM solutions on the market are not created equally. For example, some will have features that are better suited to small or medium enterprises, while others are intended for large corporations. Likewise, some solutions are traditional software offerings requiring installation, while others are Software as a Service (SaaS) options, which can be accessed through a web browser from almost any device. For this reason, finding the right option will largely depend on the specific strategic and operational needs of the business in question and its employees. Below, some of the more specific considerations that should be thought through when buying a CRM solution are outlined in more detail:

  • What are the key features of the CRM? It is important to closely consider the range of features available, as well as issues surrounding functionality. While most CRM solutions will have core features, like contact management and interaction tracking, some will have a more comprehensive range of supplementary features than others. In some cases, the additional features may not be relevant or particularly useful, however, so a balance needs to be struck. The main focus should be on finding an option that offers useful features and a solid user experience.
  • What are the objectives of the CRM? CRM software can often be divided into one of four focus areas: sales, marketing, customer service, and options that provide a more comprehensive offering. Sales-based options will usually prioritise features like inventory management and order processing, while marketing-based options will prioritise email management and other tools that can assist with advertising and marketing communications. Options primarily geared toward customer service will prioritise interactions tracking and social media integration, while the comprehensive options will cover all three areas, although often in less depth. Companies need to think about what a CRM system will be used for and choose their preferred option with this in mind.
  • What are the costs of the CRM? Pricing is an important consideration for any purchase, but with CRM software, this consideration needs to be broken down into upfront costs and continuous costs. For instance, cloud-based solutions are likely to operate on a Software as a Service model, with ongoing subscription fees required, while the costs associated with most on-premise options are largely going to centre around the initial investment. On top of the costs associated with buying software and keeping it operational, investment is also likely to be required in areas like training and technical support. Employees need to know how to use the software and be able to find help when necessary.
  • Can the CRM help the business achieve its goals? Prior to deciding on a CRM software option, businesses should be clear on what they are hoping to achieve and the problems they are hoping to solve. Are there specific business challenges to overcome? Is there a need to alter core sales, marketing, or customer support processes? How will success or failure be defined? Answering these key questions can help frame precisely what the need for CRM software is, making it easier to select the option that is most likely to facilitate these goals or objectives.
  • Does the business need mobile CRM? An ever-increasing number of businesses are adopting either remote or hybrid work models. In fact, a 2020 Gartner, Inc. survey found that 82 per cent of companies are intending to permit remote working at least some of the time. In organisations where this is the case, the ability to remotely access a CRM system is essential. Depending on the devices used by employees, it may also be important to prioritise mobile accessibility and compatibility with a range of web browsers as well.
  • Is the CRM suitable for the size of the business? The needs and priorities of a small business, with only a few sales, marketing, and customer service employees, may be substantially different from the needs and priorities of medium-sized enterprises and larger organisations. Beyond this, specific business realities are another major consideration, and this includes issues like the level of technical knowledge that exists within the business, the number of staff that will need to access the CRM software, and the budget that is available to work with on customer relationship management.
  • How does the CRM handle customer data storage? Businesses need to give careful consideration to their approach to customer data storage, factoring in legal requirements and the need for compliance while also prioritising accessibility. One of the biggest decisions in this area is usually whether or not to store customer data on-site, taking full responsibility for backing it up and keeping it safe. The main alternative is to turn to off-site, cloud-based storage, in which case a solution that functions on a Software as a Service model may be the best route to explore.
  • Is the CRM compatible with other software? Finally, it is vital to take into account integration with other software packages when making a decision on which CRM software to use. The precise applications used by a business and its employees will vary, but compatibility with the most common applications associated with sales, marketing, and customer service should be regarded as a plus point for a CRM solution. Furthermore, integration with other applications, including email clients, word processors, and spreadsheets, can be valuable too.

CRM software trends—alongside wider technology and industry trends— will also need to be factored into any decision-making process at the time of purchase. The most relevant trends within the field of customer relationship management are:

  • Increased focus on social media: A huge number of customers will now utilise social media platforms, such as Facebook and Twitter, in order to interact with brands, ask questions, and make complaints. Managing communication through these channels is vital because much of it will be publicly visible, meaning it has the potential to cause damage to a company's reputation if not handled effectively. At the same time, it can be advantageous for businesses to try to move the conversation away from these platforms and into a more private setting. CRM software can play a valuable role in facilitating this move, especially when different departments are involved, as it can help ensure the experience is as seamless as possible for the customers.
  • The rise of automated chatbots: Modern customers have extremely high expectations when it comes to customer service response times. One of the ways businesses are attempting to counter this is through the use of AI-powered chatbots, which can provide rapid responses on a 24/7 basis. With this in mind, one of the biggest CRM trends right now is the need for increased integration with these chatbots, allowing customer communication from this channel to be collected alongside more traditional live chat, email, and telephone conversations.
  • Continued growth of artificial intelligence: The use of AI within marketing and customer service is one of the most significant technology trends of recent times. In fact, the number of marketers who reported using AI increased from 29 per cent in 2018 to 84 per cent in 2020. While the chatbots mentioned above are a good example of this, AI is also used for everything from market segmentation to data analytics. Given this rapid expansion in AI deployment, it can be critical for businesses to find a CRM software option that offers AI support.
  • Demand for remote accessibility: Many employees are now able to carry out their jobs remotely, including from their own home or while travelling. The growth of remote and hybrid working models is one of the major global trends and is observable in a wide range of industries. Businesses adopting these models are going to require solutions that allow for remote access. There is also a shift towards more companies adopting 24/7 customer service, which means any CRM software may need to be accessible at all times of the day as well.

Sources

The features highlighted were identified based on their relevance and the percentage of products in Capterra's directory that offer them. The following sources were used for this document:

  1. CRM Software - Price Comparison & Reviews - Capterra UK 2021 (Date accessed: Friday, July 2, 2021)
  2. Personalizing the customer experience: Driving differentiation in retail (Date accessed: Friday, July 2, 2021)
  3. Gartner Survey Reveals 82% of Company Leaders Plan to Allow Employees to Work Remotely Some of the Time - Gartner.com (Date accessed: Friday, July 2, 2021)
  4. State of Marketing: Sixth Edition - Salesforce Research (Date accessed: Friday, July 2, 2021)
  5. 7 Considerations When Choosing a CRM Solution for Your B2B Firm (Date accessed: Saturday, July 3, 2021)
  6. Top 10 Critical CRM Trends to Keep an Eye on for 2021 (Date accessed: Saturday, July 3, 2021)