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Even if your business is just starting out, CRM software should be the center of your company’s interactions with all of your current and future customers. CRM manages contacts, tracks sales, records activities, sends emails, places calls, and dozens of other functions. Some go above and beyond and include features that allow you to manage projects, automate processes, generate reports, or market your business.
Crm And Project Management For Small Business
No matter your requirements, there is a platform to suit your needs. To help with your research, we’ve tested dozens of platforms designed specifically for small businesses or with features suitable for small teams. Click on any app to learn more about why we chose it, or continue reading for more context on small business CRM.
Best Project Management Software Solutions For Small Business In 2022
All of our Best Apps reports are written by people who have spent most of their careers using, testing, and writing about software. We spend dozens of hours researching and testing apps, using each app for its intended use and evaluating it against the criteria we set for the category. We never pay for placement in our articles of any application or for links to any site – we value the trust our readers have given us to give reliable ratings for the categories and applications we check. For more information on our process, read our full summary of how we select apps to feature on the blog.
Cost is usually a major consideration for small businesses, so we only evaluated CRMs with plans that cost less than $60 per month per user.
Ease of use is also considered. Small business owners don’t necessarily need a professional to manage their CRM software. It should be accessible to everyone who uses it – sales and marketing representatives, office managers, even the CEO. It should not require outside help for ongoing setup and management.
For our review, we looked at each company to make sure they provided phone, email, and chat support. The different channels are important because they represent the level of urgency. For example, if you have an urgent problem, you will get a solution faster on the phone than via email.
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We test each platform and the overall user experience. Is setting up each CRM basically straightforward? Are there helpful resources along the way if we need them? Will we be comfortable using this every day?
We compare features. All CRMs are must-haves for contact and deal management, task automation, and reporting, along with unique features that make them stand out from the crowd.
Finally, CRMs must integrate with other business software such as e-commerce, phone, email, or marketing platforms either in place or with them. All of our options offer integrations to help you expand your capabilities.
CRM integration with other applications helps you get the most out of your investment. Learn how to get started with CRM integration and ways to add automation to help your team be more productive within your system.
Crm Project Management
Vtiger includes sales, marketing, and helpdesk features in its comprehensive plan, and it also offers a sales-only CRM for those who just want to get wet. It also includes project and inventory management, telephony, social media integration, and internal collaboration. This makes it ideal for small businesses looking for an affordable, do-it-all CRM.
The backbone of Vtiger is the ability to associate contacts with opportunities, quotes, cases, projects, and invoices. All the main functions of the program, called modules, are accessed from the Hamburger-style menu at the top. Clicking on one will open this application just to keep things simple and focused. However, from any module, you can easily create contacts, tasks, opportunities, projects, and other actions.
For example, if you want to quickly create a contact, tap the plus icon on the top right, select a contact, add a last name, select who it is assigned to, and select a contact type. This is it. You don’t need an email address or even a first name if you’re in a hurry. You can add more information later. There is also an option to use the full form if you want a more complete registration. Some useful features in contact history are Do Not Call, Email Subscribe/Unsubscribe, SMS Subscribe, and Mention option.
The Marketing app lets you create professional looking email templates and campaigns. You can segment your contacts based on various conditions, such as lead source, engagement score, location, industry and products purchased, as well as send autoresponder email campaigns based on triggers such as email opens and links clicked.
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The help desk application provides service status management, live chat, work orders, internal tickets, and real-time performance metrics. Live chat is handled through integration with Olark, which offers an inexpensive free plan. Cases can be created from email, phone, chat, and social networks, and linked to contacts through a quick status history search. Some of the options in the status history are priority levels, linking products (from the inventory management application), adding billable services, and SLA information, which you can customize.
Zoho CRM’s feature-rich sales platform and deep add-on options make it ideal for businesses that need scalability. CRM offers customization options to accommodate growing teams and several AI tools to help large teams identify qualified leads.
In addition to managing contacts and deals, SalesSignals notifies reps when leads and customers interact with your company’s various channels. Whether you visit your pricing page, open an email, or mention your brand on social media, you’ll receive real-time notifications and documentation of interactions in your contact history.
SalesIQ is an add-on that provides live chat and lead scoring based on contact demographics and behavior, such as time spent on site and pages visited. Again, the collected data is embedded in contact records, giving salespeople additional insight into customers and opportunities. There is a free trial for the paid plan.
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AI features in Enterprise plans help busy teams prioritize leads and deals. For example, AI systems track event data for a contact, such as phone calls, emails, and conversations. Then he suggests the best time to reach these people so reps have a better chance of making contact. Capture leads and offers also use historical data—agent interactions and call characteristics—to predict the likelihood of success for both. Based on this, each role and deal is given the possibility of achieving a success score between 0 and 100 percent.
As businesses grow, so do their needs for flexible CRM. Zoho lets you customize modules, fields, pages, buttons, and other elements. For example, you can design a Create Proposal button that links to your suggestion software or a Google Drive template.
Finally, Zoho’s software suite is designed to meet all your business needs. In addition to CRM, Zoho has products for accounting, collaboration/projects, help desk, email campaigns, surveys, forms, social media, and HR. Some of these programs, such as Campaigns, Office, and Surveys, offer free plans to get started.
Some software companies create products with the latest gee-whiz technology but then lose the user experience, making it difficult to set up, navigate, and operate. Freshworks CRM is not one of those companies. Their CRM is designed to allow anyone to jump right in and use the most advanced features right away.
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When you sign up for Freshworks CRM, you are first given a short tour of the main features (you can choose to skip) and then you are taken to the activity dashboard. This page contains a lot of white space, so your first impression is not overwhelming. Here you will be required to import roles and add tasks and appointments. There is also an explanation – what is this page for? Explains the purpose and uses of the page with links on how to use the dashboard and one to send feedback.
On each page, there is a question mark icon and options for live chat, view requests, feedback, and FAQ. Clicking FAQs suggests articles for popular topics like roles, contacts, emails, tasks, and other settings, and there is even a search button that instantly brings up a short explanation of your topic. For more detailed information you are presented with a video and link. During the test, their chat reps were responsive and helpful.
The Settings menu presents your options — email, automation, user roles, and so on — with clear explanations of what each setting does and why it’s useful. On the left, there are related help articles and videos with detailed instructions. in the pipeline,
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