CRM Business supporting systems for SME and customer relationship management (CRM) programs have a bad reputation for being overly technical, difficult to implement, and unfriendly to use.
Because the time of any CRM development is really long and initial requirements can change drastically during the development and integration with business processes.
For small to medium-size business onwers who lack the funds or resources to customize the CRM properly to meet their company’s needs, it is extremely important to have the easy, intuitive and stable tool.
I also use two crms and try to choose the best one for my own needs.
There are several solutions that can be utilized for my companies.
My basic requirements for CRM:
online tools – available from any location with the web accesss
a possible integration with Basecamp, Asana, Podio, Slack, Toggl and Trello
a possible integration with my accounting/financial software
an integration with outlook/gmail
an integration with Getresponse/Mailchimp
Google Analytics, Adwords, etc.
easy to implement work flow and add new users with different access rights
After analysing many tools the CRM list is shorter now:
(Free for up to three users for startups!!!!; $12-per-user-per-month Professional and $25-per-user-per-month Enterprise packages also available)
The closest to Salesforce in power and scope, Zoho CRM offers a solid platform for managing customer support, opportunities, inventory, leads, and marketing efforts, including email campaigns that you can launch from within the service itself. Zoho CRM has a bundle of features, including word processing, database functions, collaboration, and project management. In addition to what comes as part of the program, you can purchase third-party applications to meet nearly any company need.
You can purchase the Zoho CRM Plug-in for Microsoft Office Outlook; for $3 per year per user, it allows you to synchronize contacts, calendars, and tasks between the two programs. You can also find plug-ins for syncing Zoho CRM files with QuickBooks but not with my financial system.
For all its feature-richness, however, I found Zoho CRM difficult to set up and implement. Like many small business owners, I wear many hats, and though I am fairly knowledgeable about technology, I had trouble figuring out where to get started with Zoho CRM.
CampaignerCRM (Landslide previously)
(Starting at $29 per user per month for up to five users, with $49 and $79 options for
additional users and features)
CampaignerCRM has a sales process solution for your business:
CampaignerCRM™ FREE for new single users with less than 500 contacts and a short or simple sales cycle.
CampaignerCRM™ PRO ( $29.99 per user) to provide a solution with advanced features like social, mobile and email integration, and VIP personal assistants. Best used by companies with a shorter, less complex sales process.
CampaignerSPM™ with all the functionality of CampaignerCRM Pro, this customizable sales process manager boasts such unique features as Pulse Reporting Dashboard, API Support, web/voice-to-lead, sales training and other professional services. Companies with longer, complex sales cycles will appreciate the advanced functionality of this sales process manager solution.
CampaignerCRM’s help section distinguishes between feature support and setup support, which is enormously useful when you’re just learning the program and don’t yet have specific features-related questions. Like many of its rivals, CampaignerCRM offers ready access to a sales team that can walk you through the program. But for users who’d rather tinker around on their own than call technical support, CampaignerCRM’s smart, well-designed FAQ system is a lifesaver.
Though CampaignerCRM’s main selling point is its user experience, this CRM doesn’t skimp on powerful features. It is the only service in our round-up that offers syncing with Social media, web conferencing, Click-to-call and Google products, including email, contacts, and calendars. In addition, you can sync your CampaignerCRM data with data in QuickBooks and in Microsoft Outlook (including email, contacts, and tasks). In running your business, you may have built various management systems (including QuickBooks) into your workflow, and you can’t readily abandon them every time you discover something new. One CampaignerCRM’s many positives is that it fits into an existing framework developed around other programs.
Particularly for CRM newcomers who are unfamiliar with the terminology but who still need a program with features approaching those of Zoho CRM, CampaignerCRM is a great, cost-effective option.
(Starting at $12 per user per month for 1 user, with $17 and $25 options for
additional users and features)
Pros: no limits: customers, contacts, offers, invoices, email marketing, lead, sales predictions and suggestions
Cons: There is no integration with any financial or project management tool. 🙁
is not a typical crm. It is a tool for managing your sales pipeline or funnel in a very simple way – only $12 per user/month.
You can see ongoing deals arranged by their likely close date next to deals you’ve already closed. This way you can correct course before it’s too late: work on deals that are likely to close or find new deals to work on.
You may want to see your won deals arranged by ‘delivery’ or ‘implementation’ date. Feel free, Pipedrive enables you to fully customize the Timeline View.
It has many integrations – with Google, Zapier and other 3rd party.
I like most the Google Maps integration that shows you the localisation of your contacts in a very easy way. You can plan even your route.
I can see only Pros here. I will check frequently their offer. Because it looks that it would be a very nice tool for sales people.
free of charge! We started using it for our clients. It is really easy to manage.
Basic CRM functionalities
Lead routing – automated transfer of contacts along the sales funnel and to a designated members of your sales team
Contact segmentation – automated division of contacts into segments characterized by identical or similar interests and behaviours, based on transactional and behavioural data
Managing contact flow in marketing campaigns – create targeted campaigns and automatically adjust your marketing message to the current stage of the prospect’s involvement
Managing contact flow in sales funnels – set up an unlimited number of sales funnels
Managing client life cycle – you can dynamically adjust your marketing activities over time to keep up with the changing needs of your clients
Grouping and tagging contacts, integration with calendar, creating tasks and notes
Creating company cards and grouping contacts from one company
Import and export of contacts, including contact details
Import and export of data via API – automated synchronization with external systems
free of charge – a very powerfull CRM with marketing automation software is a great business supporting system for small, medium and global companies. It is a global leader.
Automatically log every interaction.
Integrate HubSpot CRM with your email and browser to automatically track every interaction with your prospects and deals. Emailing a new contact? No problem, let us create that contact for you and enrich them with information about their company.
Enrich your database the easy way.
Why spend hours manually searching for and entering information about your prospects? HubSpot CRM crawls the internet for you and keeps track of over 13M companies (and growing). Just enter a contact, and we’ll fill your CRM with information about their company.
And many other features.
I decided to use Salesmanago and Zoho.
Zoho has plenty of other applications and integration with 3rd party software. I can use Zappier for easy connection.
Salesmanago is good for marketing automation and collecting leads.
It looks that I will use both tools simultaneously.