1324 results
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Velocify is the leading sales acceleration platform, bringing speed and control to the sales process.
Velocify is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by streamlining and optimizing the sales process from start to finish. Velocifys platform helps sales teams prospect with more precision, accelerate lead engagement, and implement effective workflows, ultimately helping sales teams find and convert more leads.
Velocify is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by streamlining and optimizing the sales process from start to finish. Velocifys platform...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Influitive is a customer engagement and loyalty platform, helping B2B companies acquire, grow, and retain customers - at scale.
Influitives allows you to build a community and invite advocates-customers, partners and employees-to complete activities: referrals, product reviews, social media posts, and more. As they complete these activities, which can be targeted to groups or individuals, they automatically earn points, badges, and levels to redeem perks and privileges. Easily report on all activities completed, and integrate with your CRM and more to incorporate advocacy into every step of the customer journey.
Influitives allows you to build a community and invite advocates-customers, partners and employees-to complete activities: referrals, product reviews, social media posts, and more. As they complete...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Powerful REAL ESTATE tech designed to help generate leads, run your real estate business, & convert opportunities into closed deals.
REAL ESTATE ONLY. Better ROI isn't just a goal, it's inevitable with BoomTown. Generate new prospects, manage a growing database, and increase agent productivity. All from one central location. Head-to-head, BoomTown produces better results for real estate teams than any other provider. In fact, 2x more leads and 33% more commission income were the numbers for The Smits Team when they tested BoomTown against another CRM system for a full year. Learn more about the BoomTown difference.
REAL ESTATE ONLY. Better ROI isn't just a goal, it's inevitable with BoomTown. Generate new prospects, manage a growing database, and increase agent productivity. All from one central location....

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Construction CRM for companies $ 5 M - $100 M. Our software measures, records, and streamlines the sales process.
#1 CRM software for commercial construction firms. We help contractors make sure they don't forget to follow up with leads, bids, and clients. Our system helps sales teams implement sales fundamentals such as following up, managing leads, bids, and other sales-related activities. This allows executives to hold their sales team accountable while getting business-critical analytics that drives smart decision making.
#1 CRM software for commercial construction firms. We help contractors make sure they don't forget to follow up with leads, bids, and clients. Our system helps sales teams implement sales fundamentals...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Improve Salesforce engagement and keep focus on what drives the pipeline while an AI based Virtual Assistant takes care of everything.
Using AI, Veloxy gets sales teams to engage in Salesforce, log activities and update their pipeline on the go. Sales management get better forecasts and visibility into what (calls, emails, activities, etc) drive sales. Connect your Salesforce and Outlook/Office365 or GMail with Veloxy and track emails (single or bulk), activities, leads and contacts, all in one place. Focus on productive sales activities, while an AI based Virtual Assistant takes care of everything behind the scene.
Using AI, Veloxy gets sales teams to engage in Salesforce, log activities and update their pipeline on the go. Sales management get better forecasts and visibility into what (calls, emails, activities...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Capitalize on customer insight, improve front-line efficiency and effectiveness, streamline critical business processes.
Make the most of relationships with customers by capitalizing on customer insight, improving front-line efficiency and effectiveness,streamlining critical business processes across and beyond customer touch points, and quickly adapting to changing business and customer needs.
Make the most of relationships with customers by capitalizing on customer insight, improving front-line efficiency and effectiveness,streamlining critical business processes across and beyond...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
The best CRM pricing + the best tools and features. Contact Management/ Email Marketing Solution for Small Business.
Fantastic "pricing" is the #1 reason our happy customers choose BigContacts over other CRMs. Pricing + all our great features and tools. BigContacts is also the #1 rated Contact Management & Email Marketing Solution based on ease of implementation.
Fantastic "pricing" is the #1 reason our happy customers choose BigContacts over other CRMs. Pricing + all our great features and tools. BigContacts is also the #1 rated Contact Management & Email...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Manage & grow your business with one app that does It all. Goodbye endless phone calls, so-long paperwork, hello client loyalty!
Get your invoicing and billing tasks out of the way, so you can save time and focus on boosting your business. Easily issue beautiful invoices from your desktop or mobile, and speed up payments with automatic client reminders.
Get your invoicing and billing tasks out of the way, so you can save time and focus on boosting your business. Easily issue beautiful invoices from your desktop or mobile, and speed up payments with...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
NetSuite provides a seamless flow of information across the entire customer lifecycle, and seamlessly integrates with financials to give you end-to-end business visibility.
The first and last business system you will ever need. NetSuite provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support. Integrates key customer metrics with financials in one unified system to give you end-to-end business visibility, so you can turn complex challenges into smart solutions
The first and last business system you will ever need. NetSuite provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
All-in-one social media management solution for social listening, publishing, reporting, benchmarking & engagement.
Falcon.io is a unified platform for social media and customer experience management. This platform is a one-stop solution for any marketer's social listening, engagement, publishing, measuring and benchmarking needs. Falcon helps marketers deliver more personalized brand experiences across all digital touchpoints, based on enriched customer profiles. This platform features a highly intuitive and collaborative UI and is complemented by the best support team in the business.
Falcon.io is a unified platform for social media and customer experience management. This platform is a one-stop solution for any marketer's social listening, engagement, publishing, measuring and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Increase control over your small or midsize business with SAP Business one - a software designed to grow with you.
SAP Business One is designed for all your small and midsize company's needs. The application offers an affordable way to manage your entire business from accounting and financials, purchasing, inventory, sales and customer relationships, and project management, to operations and HR. SAP Business One helps you to streamline processes and gain a greater insight into your business to help drive profitable growth. Let us calculate the cost for your business today!
SAP Business One is designed for all your small and midsize company's needs. The application offers an affordable way to manage your entire business from accounting and financials, purchasing,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Voted #1 franchising software according to Entrepreneur Magazine, FranConnect is trusted by 700+ franchise brands to grow 44% faster.
Voted #1 franchising software by Entrepreneur Magazine, FranConnect is the most trusted franchise management software on the market today. Our solutions are purpose-built to manage and optimize the complete franchise lifecycle. Today, 700+ leading brands trust our software to sell more units, accelerate opening times, improve franchisee engagement and performance, facilitate field ops, optimize royalty collection, and mitigate legal risks. Discover why our customers grow 44% faster!
Voted #1 franchising software by Entrepreneur Magazine, FranConnect is the most trusted franchise management software on the market today. Our solutions are purpose-built to manage and optimize the...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Email marketing platform with additional channels: SMS, web push notifications, WhatsApp and Facebook chatbots.
SendPulse is an email marketing platform with additional channels: SMS, web push notifications, WhatsApp and Facebook chatbots. Create mobile-friendly emails with an easy to use drag-and-drop editor. You can send marketing campaigns, trigger-based emails or set up autoresponders. SendPulse offers unlimited email sends with every plan, 24/7 live support, great deliverability and detailed reports. Free plan includes 15,000 emails every month and premium plan pricing starts at just $9.85/month.
SendPulse is an email marketing platform with additional channels: SMS, web push notifications, WhatsApp and Facebook chatbots. Create mobile-friendly emails with an easy to use drag-and-drop editor....

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface resulting in high adoption rates and faster ROI.
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own. Pipeliners administration backend is also visual and easy to use with drag n drop, in-line editing and other non-technical tools plus Pipeliner has the marketing leading Mobile CRM app included.
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Cloud-based, scalable customer service optimization software available on a unified platform for demanding B2B service teams.
Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of enterprise-level software with the flexibility of a modern cloud-based solution, Vivantio provides an intuitive, flexible and scalable unified service management platform that empowers businesses to achieve unparalleled service excellence.
Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of enterprise-level...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Tracker is an integrated ATS and CRM platform offering a robust system for recruitment, sales, marketing, onboarding, and more.
Tracker is a fully integrated Recruitment and Sales CRM designed for staffing and recruiting firms, across industries. As a leader in the recruitment software space, Tracker delivers an all-inclusive user experience for your entire business, and we ensure your success with industry-leading client support. In addition to regular feature updates and enhancements based on client feedback and requests, Tracker integrates seamlessly with several industry partners to improve your business workflow.
Tracker is a fully integrated Recruitment and Sales CRM designed for staffing and recruiting firms, across industries. As a leader in the recruitment software space, Tracker delivers an all-inclusiv...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Got a business problem? Fix it with Claris FileMaker the leading low-code platform. Create apps to meet all your unique business needs.
Claris FileMaker is the leading low-code platform that allows you to build custom solutions that solve your unique business problems. Quickly create apps to manage and track projects, events, contacts, inventory, assets, invoicing, and to automate workflows and more. With built-in templates, a drag-and-drop design, and an intuitive graphical UI, you can create your own custom apps in no time that work on every device and platform. Trusted by 50,000+ of the world’s greatest companies.
Claris FileMaker is the leading low-code platform that allows you to build custom solutions that solve your unique business problems. Quickly create apps to manage and track projects, events,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Goldmine Premium CRM is a customer relationship management solution for businesses of any size.
Goldmine Premium CRM is a customer relationship management solution for businesses of any size. It offers multiple stand-alone applications including sales automation, help desk, call center, plus more.
Goldmine Premium CRM is a customer relationship management solution for businesses of any size. It offers multiple stand-alone applications including sales automation, help desk, call center, plus...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Issuetrak helps you manage tickets & requests from creation to resolution. Flexible, customizable, & easy to use. Cloud or on-premise.
Issuetrak provides help desk and issue tracking systems for a variety of industries and departments. We help businesses like yours track tickets, issues, and requests from submission to resolution. Easy implementation and multichannel submission. With automated ticket assignment and escalation, custom forms, user-defined fields, and at-a-glance dashboard metrics and detailed reporting, Issuetrak gives your team the tools they need to make sure no ticket or issue falls through the cracks.
Issuetrak provides help desk and issue tracking systems for a variety of industries and departments. We help businesses like yours track tickets, issues, and requests from submission to resolution....

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
iSalesCRM helps you engage and follow up with your leads via SMS, MMS, email, and a built-in phone system.
iSalesCRM is a marketing automation and mobile messaging CRM platform for sales agents nationwide. Engage with your leads and simplify the sales process, at speed and scale, with the only lead management & CRM software your agency will ever need.
iSalesCRM is a marketing automation and mobile messaging CRM platform for sales agents nationwide. Engage with your leads and simplify the sales process, at speed and scale, with the only lead...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Business management platform that comes with CRM, HRM, financial management, and project management.
Business management platform that comes with CRM, HRM, financial management, and project management.
Business management platform that comes with CRM, HRM, financial management, and project management.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Hatchbuck is CRM and marketing automation software that makes it easy to nurture prospects and customers and drive more sales.
The easiest way to nurture prospects into customers. Capture leads on your website. Send smarter emails. Nurture prospects ongoing. Deliver hot leads directly to your sales team through the built-in CRM. Efficiently manage sales and marketing campaigns and workflows. Expensive, robust tools are overkill for smaller businesses. BenchmarkONE (formerly Hatchbuck) has the core tools you need, without expensive bells & whistles that just distract.
The easiest way to nurture prospects into customers. Capture leads on your website. Send smarter emails. Nurture prospects ongoing. Deliver hot leads directly to your sales team through the built-in...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
VanillaSoft empowers sales teams to respond to leads faster, engage consistently, and develop more qualified opportunities.
VanillaSoft, the industry's most successful sales engagement platform, empowers sales teams to respond to leads faster, interact more consistently, and generate more qualified sales opportunities. Thousands of users employ VanillaSofts sales cadence automation to drive speed-to-lead, persistency, productivity and revenue-per-rep.
VanillaSoft, the industry's most successful sales engagement platform, empowers sales teams to respond to leads faster, interact more consistently, and generate more qualified sales opportunities....

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Major web update in 2020 | A service management CRM. Renowned for service management, scheduling, sales and exceptional mobile apps
Major web update in 2020 | A service management CRM, renowned for service management, scheduling and sales. Delivers exceptional iOS + Android apps to businesses who need to manage field workflow within a customer or project context. Includes robust desktop platform and amazing Google, QuickBooks, Xero and online form integrations. Solve is also used to surface real-time equipment data onto customer records and dispatch workflow. Ask us how. Recognized for outstanding support by thousands.
Major web update in 2020 | A service management CRM, renowned for service management, scheduling and sales. Delivers exceptional iOS + Android apps to businesses who need to manage field workflow...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
United Kingdom Local product
Firefish Software: A combined marketing and recruitment CRM software solution that's changing the way businesses recruit.
Firefish Software is a combined recruitment marketing and CRM software thats changing the way businesses recruit. To grow in this busy market, you need your recruitment and marketing channels to be seamlessly aligned and managed from one place. Firefish Software combines your recruitment marketing, ATS, and CRM so you attract a constant stream of new candidates and nurture them into their dream job before someone else does. Are you ready to recruit the Firefish way?
Firefish Software is a combined recruitment marketing and CRM software thats changing the way businesses recruit. To grow in this busy market, you need your recruitment and marketing channels to be...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools.It's the perfect messenger-based sales solution for entrepreneurs and SMBs.
amoCRM is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails and calls from a single app. Now every interaction with your customers can...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Simple cloud based CRM to keep track of the leads, conversations, follow ups, and tasks that are the lifelines of your business.
Join tens of thousands of small businesses managing follow ups with a simple CRM that's been helping people get back to what they love for 10 years. Other tools are too cumbersome or require too many steps. Highrise is the just right, more thoughtful way to track leads, manage follow ups, and build relationships. Start with a free no risk 30 day trial - follow up, close deals, and spend the rest of your day doing the things only you can do.
Join tens of thousands of small businesses managing follow ups with a simple CRM that's been helping people get back to what they love for 10 years. Other tools are too cumbersome or require too...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Fully integrated CRM designed for advertising sales for: publishers, event producers, billboard operators, digital ads, and more.
Ad Sales Genius is built for companies who sell advertising and sponsorships. Ad Sales Genius will manage all aspects of selling advertising and events. Clients include publishers, DooH, Ooh, expos, digital publishers, and many more. This remarkable software is a fully integrated solution encompassing marketing tools, CRM, production management, accounting, and reporting. We offer full integrations with: Adobe InDesign, QuickBooks, Twilio, DocuSign, and dozens more.
Ad Sales Genius is built for companies who sell advertising and sponsorships. Ad Sales Genius will manage all aspects of selling advertising and events. Clients include publishers, DooH, Ooh, expos,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Most user-friendly CRM platform on the market.
SuperOffice CRM has one goal; to help you find, catch and keep more customers. Our focus on creating a simple and user-friendly CRM solution helps you become more productive. SuperOffice CRM integrates with all Office applications and supports all leading technology platforms. Available on any device.
SuperOffice CRM has one goal; to help you find, catch and keep more customers. Our focus on creating a simple and user-friendly CRM solution helps you become more productive. SuperOffice CRM...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Automotive dealership software for marketing, sales, and service operations, including the industry's largest customer contact center.
Elead exists to help dealers convert leads into sales, prospects into customers, and customers into trusted long-lasting and rewarding relationships. As pioneers in automotive CRM, we offer a sophisticated yet service-oriented operation that encompasses a dynamic technology platform, a large, responsive call center, and integrations with all DMS providers. Learn why so many dealerships and dealer groups choose to partner with Elead.
Elead exists to help dealers convert leads into sales, prospects into customers, and customers into trusted long-lasting and rewarding relationships. As pioneers in automotive CRM, we offer a...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Service Hub is customer service software that helps teams scale their support and delight their customers efficiently.
HubSpot Service Hub is a suite of tools for growing businesses. It's easy to use and built on top of HubSpot's leading CRM. It includes everything your service team needs to support customers and grow through their success. It's free to get started and will grow with you. HubSpot is a leading growth platform. Since 2006, we have been on a mission to make the world more inbound. Today, over 100,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support.
HubSpot Service Hub is a suite of tools for growing businesses. It's easy to use and built on top of HubSpot's leading CRM. It includes everything your service team needs to support customers and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Robust ticketing and invoicing system, CRM, POS, and marketing platform for repair shops.
Robust ticketing and invoicing system, CRM, POS, and marketing platform for repair shops.
Robust ticketing and invoicing system, CRM, POS, and marketing platform for repair shops.

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ServiceNow Customer Service Management is built for the digitally connected service economy.
ServiceNow Customer Service Management is built for the digitally connected service economy. The convergence of products and services is raising the bar on customer expectations. But traditional customer support tools are no longer working.
ServiceNow Customer Service Management is built for the digitally connected service economy. The convergence of products and services is raising the bar on customer expectations. But traditional...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Workbooks offers growing businesses an end-to-end CRM and marketing automation solution - at an affordable price.
Workbooks offers growing businesses an end-to-end CRM and marketing automation solution - at an affordable price. Its core functionalities extend beyond sales, marketing and customer services to include event management, supplier and order management, fulfilment and invoicing.
Workbooks offers growing businesses an end-to-end CRM and marketing automation solution - at an affordable price. Its core functionalities extend beyond sales, marketing and customer services to...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
ChurnZero's Customer Success platform helps businesses fight churn via data integrations, health scores, automation, NPS and much more!
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In doing so, ChurnZero helps businesses understand how their customers use their product, assesses their health and their likelihood to renew, and gives the business the means to automate and personalize the customer experience through timely and relevant touchpoints, including in-app content,
ChurnZero's real-time SaaS platform helps subscription businesses fight customer churn. Our platform is uniquely designed to integrate with CRM systems and tightly into an application or service. In...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Snov.io is a easy and powerful CRM for any business.
Snov.io is your perfect CRM for efficient contact management and powerful cold outreach. Find more convertible leads, verify contacts, track your lead's progress, and automate cold outreach. Save your sales team's time and improve your revenue with personalized automated outreach and over 2000 integration options.
Snov.io is your perfect CRM for efficient contact management and powerful cold outreach. Find more convertible leads, verify contacts, track your lead's progress, and automate cold outreach. Save...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
AgencyBloc is the #1 Agency Recommended Management System for life & health insurance agencies.
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated business and marketing automation.
AgencyBloc, the #1 Agency Recommended Management System, helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-s...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Intuitive. Customizable. Powerful. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.
Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely customizable interface. Claritysoft was designed with considerable focus on usability, and built to enhance the user experience and maximize user adoption. Claritysoft CRM gives you enterprise power and functionality at a fraction of the cost.
Claritysoft CRM's unique blend of simplicity, utility, and flexibility delivers powerful marketing automation, sales automation, customer service tools and much more in an intuitive, completely...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Contactually helps you maintain and strengthen professional relationships.
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the rest. That means no more worrying about who to follow-up with today, how any prior interactions went, or what to say to break the ice. With regular follow-up like this, you'll soon realize you have fewer cold, forgotten connections, and more warm, engaged relationships that are thinking of you wh
Contactually's software makes it simple to stay engaged with every part of your network. You simply categorize your key contacts into Buckets, and your Contactually account will take care of the...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Classe365 is a modern student management software with SIS, LMS & CRM features for running schools, colleges, universities & academies
Classe365 is a unified student management software with a comprehensive Student Information System, Learning Management System & Customer Relationship Management features. It is a one-stop solution for running all kinds of educational institutions: schools, colleges, universities & academies. The LMS feature enables institutions to offer online learning in just 2 steps. The SIS feature makes course management, attendance, grading & assessment easier. CRM helps in increasing student enrolment.
Classe365 is a unified student management software with a comprehensive Student Information System, Learning Management System & Customer Relationship Management features. It is a one-stop solution...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Connect directly with the right decision makers, using the world's largest and most accurate database of emails and direct dials.
More than 7.5 million businesses around the world trust RocketReach. Among them are some of the biggest - Apple, Google, Amazon, Facebook, and 95% of the S&P 500. RocketReach's machine learning distills 1000s of public data points, discovers verified email, phone numbers, and social media profiles for over 450 million professionals, at 17 million companies, worldwide.
More than 7.5 million businesses around the world trust RocketReach. Among them are some of the biggest - Apple, Google, Amazon, Facebook, and 95% of the S&P 500. RocketReach's machine learning...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
MagHub is the ideal media publication CRM/ERP software to help you manage advertising sales, subscriptions, flat planning, and more.
Discover the most innovative Ad Booking, Delivery, and Billing workflow software for media companies. MagHub unifies Sales, Design, Finance, Business Intelligence, Advertiser & Subscriber Portals, and Project Management in one solution. Businesses powered by MagHub experience better profit margins, reduced admin costs, and happier customers. “Not only is the program easy to follow, but the support has been amazing.” - Sharon H., MagHub User
Discover the most innovative Ad Booking, Delivery, and Billing workflow software for media companies. MagHub unifies Sales, Design, Finance, Business Intelligence, Advertiser & Subscriber Portals,...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
NetHunt is a powerful CRM platform, especially useful for sales and marketing teams who rely on Gmail and other Google Workspace apps.
Accept no imitations; no lousy sidebar solutions. NetHunt provides a fully-featured CRM, fully-integrated with your existing Gmail inbox. With the recent launch of its Workflows feature, NetHunt took the leap from powerful CRM system to dedicated sales-growth hub. Now, it automates webform capture, drip campaigns, and contact-email linking. Algorithms and notifications make life easier because sometimes working hard is too much hard work.
Accept no imitations; no lousy sidebar solutions. NetHunt provides a fully-featured CRM, fully-integrated with your existing Gmail inbox. With the recent launch of its Workflows feature, NetHunt...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
SYSPRO is a highly scalable, industry-built, ERP for manufacturing and distribution.
SYSPRO ERP for manufacturing and distribution is a highly scalable, industry-built Enterprise Resource Planning (ERP) software solution that can be deployed in the cloud, on-premise, or accessed via any mobile device. SYSPRO is designed to simplify business complexity for manufacturers and distributors by providing actionable insights that support effective decision-making, strong cost control, streamlined processes, and improved productivity.
SYSPRO ERP for manufacturing and distribution is a highly scalable, industry-built Enterprise Resource Planning (ERP) software solution that can be deployed in the cloud, on-premise, or accessed via...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Wishpond is a platform of powerful tools for lead generation and marketing automation used by more than 5,000 businesses.
Wishpond's marketing automation platform makes it easy and affordable to nurture your website visitors and leads into sales. We enable you to automatically score and segment leads into lists based on activity and personal details, send personalized emails based on behavior, and much more.
Wishpond's marketing automation platform makes it easy and affordable to nurture your website visitors and leads into sales. We enable you to automatically score and segment leads into lists based on...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
United Kingdom Local product
Pobuca Connect provides you with a unified company address book, which is easy to access and share with your coworkers.
Upgrade your team with a versatile contact management app, convert your multiple business contact lists into one unified address book and access it from the web, mobile, or even inside Outlook and Gmail. Add custom fields and tags to organize your contacts, track activities, set tasks, and automatically enrich your contacts using LinkedIn and email signatures. Trial and freemium version available to experience it today!
Upgrade your team with a versatile contact management app, convert your multiple business contact lists into one unified address book and access it from the web, mobile, or even inside Outlook and...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Open source solution for all around business management from customers and orders to invoicing and inventory.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are available according to your need.
Open source solution for all around business management: Sales, Invoicing, Agenda, Stock, Purchase Orders, Emailing, Accounting, Expense report, Leave requests. Several hundreds of modules are...

Features

  • Internal Chat Integration
  • Email Marketing
  • Territory Management
  • Task Management
  • Marketing Automation
  • Calendar/Reminder System
  • Lead Qualification
Avidian transforms Microsoft Outlook into a Sales Pipeline Management and Customer Relationship Management tool for sales teams.
Avidian transforms Microsoft Outlook into a Customer Relationship Management solution that sales and business teams actually use. Redundant data-entry, time away from selling, and lack of user adoption all lead to CRM failure. Why not combine the familiarity and ubiquity of Microsoft Outlook with a CRM? Avidian enables businesses to stay focused and in control of their data entry, while capturing whats needed to manage customers and grow the business.
Avidian transforms Microsoft Outlook into a Customer Relationship Management solution that sales and business teams actually use. Redundant data-entry, time away from selling, and lack of user...

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)