In our last blog post, we discussed why Customer Relationship Management (CRM) systems are beneficial to small business owners.
There are hundreds of different CRM systems available and it’s important to choose the one that fits best with your specific business needs.
Key Factors to Consider When Selecting a CRM for Your Small Business
There are several considerations you should keep in mind when selecting your first CRM software:
What is the Price?
Take time to compare the prices of various CRM options and determine which is the most cost-efficient option. There are plenty of budget-friendly tools that provide more than enough features to address your business goals.
Is it Easy to Use?
As a small business owner, you may not have time to learn how to use a complex, enterprise-grade software. Make sure you understand the ease of use before selecting a CRM tool so you don’t end up resourcing unnecessary time and resources.
Is it Customizable?
Try to find a tool that allows customization and offers a wide range of applications, but is not overly complex.
Does it Integrate with Other Tools?
Make sure that the CRM system you select can integrate with other digital tools that your small business uses to streamline processes and maximize results.
In this post, we will discuss the highlights and features of top CRM tools to help you determine which option best suits your business needs.
Insightly is a CRM and Lead Management software that is one of the top-voted options amongst smaller businesses. The tool has a user interface that is very easy to navigate, it is customizable, and can integrate with other tools.
It also offers project management features including task management and project tracking. It unfortunately does not offer custom reporting or dashboards.
Pricing: Plus ($29/month), Professional ($49/month), Enterprise ($99/month)
Zoho is another easy to use CRM system that is a great option for small businesses. It offers more sales and marketing features than Insightly, including website visitor tracking, lead scoring, lead notifications, and more. It’s important to note that the more advanced features are only included in the professional and enterprise editions.
Pricing: Free version, Standard ($12/month), Professional ($20/month), Enterprise ($35/month) and more.
HubSpot is one of the most popular CRM tools for small business. It offers a free version of the software the offers a long list of features that small businesses need to develop relationships with customers, including contact management, contact insights, email scheduling, contact activity, and more.
Pricing: Free; Professional ($80 / month), Enterprise ($120 / month)
SalesForce is one of the largest and most widely used CRM software on the market. SalesForce offers a basic edition that is a great option for small businesses. It offers many basic CRM features and can scale with your business as you grow. There are also many different options for integration and customization.
Pricing: Lightning Essentials package ($25/month/user), Lightning Professional ($75/month/user), and more.
5. Agile CRM
Agile CRM allows you to automate your sales, marketing, and service in one platform. The CRM tool offers contact management, project management, appointment scheduling, and one-click calling. Unfortunately, the free version is somewhat limited in its features.
Pricing: Free for up to 10 users, or choose the Starter package ($14.99/user/month)
To learn more about the benefits of CRM tools, check out our post, 10 Key Benefits of Customer Relationship Management Systems.