CRM System

for your business

CRM system is a core solution for Small Businesses nowadays. In the past it was really difficult to find or build a proper solution for micro or small companies. Now SAAS based CRMs have opened doors for small and medium sized companies which bring much more innovation and competitiveness to the companies and societies.

My basic requirements for CRM are following:

  1. online tools – available from any location with the web access
  2. possible integration with a project management software or built in software
  3. possible integration with my accounting/financial software
  4. an integration with Outlook/Gmail
  5. an integration with Getresponse/Mailchimp
  6. Google Analytics, Adwords, etc.
  7. easy to implement workflows for users with different access rights
  8. online payments for my invoices
  9. people management
  10. great analytics – reports, dashboards

We serve following CRMs:


Zoho One

Zoho One

35 EUR per employee/month or 30 EUR per employee( paid yearly fee)

Simplify how your entire business runs with Zoho One. One integrated application suite for one price, billed on one invoice. This high-impact approach to software—packing an incredible amount of technology into an impossible price—isn’t new to Zoho.

Zoho One includes a powerful toolkit to customize, extend, and integrate our software to fit your organization. It consists of 40+ apps, including Zoho CRM, Campaigns, Desk, Project, Invoice, Books, Inventory, Meeting,

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.

Zoho CRM setup

You can enable many extentions: Zoho apps, Google, Microsoft and 3rd parties apps from Zoho Marketplace. Most of them are free of charge.  For example: Microsoft Office Outlook: it allows you to synchronize contacts, calendars, and tasks between the two programs.Zoho Marketplace

You can find all details of Zoho One and all other Zoho apps on the Zoho website – here

Single Sign-On YES
Active Directory Sync YES
Password Sync YES
Centralized User Management YES
Centralized Application Management YES
Custom Apps YES
Mobile Apps YES
Marketplace AppsNew YES
Domain Verification YES
Conditional App ProvisioningNew YES
Custom FieldsNew YES
Usage Stats/ReportsNew YES
PhoneBridgeNew YES
Security Policies
Multi-Factor Authentication
– Biometric FactorsTouch ID/Face ID
– SMSYES
– Time based OTPYES
– Scan QRYES
– Push NotificationYES
IP Restrictions YES
Password Policy YES
YubikeyNew YES
Groups
Group Level Security PoliciesCustomizable
Centralized Group Management YES
Support
24*5 Support YES


agilecrm marketing automation for small business

Agile CRM

is a very simple to use CRM and marketing automation tool. It has plenty of very good features. Free for 10 users but you will see soon that it only premium version is worth to buy.

50,000 Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Deals, Tasks & Documents
Appointment Scheduling
Custom Deal Milestones
Email Tracking
2-Way Email Integration
Custom Deal Tracks
2-Way Telephony

The Starter version is for 8.99$ per month has everything  what “Free of charge” version has  and a plus:

Email Campaigns
Web Engagement
Contact Level Analytics
Form Builder
Email Templates Builder
Landing Page Builder
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Social Monitoring
Mobile Marketing

Some add-ins are paid in all versions. But it is a very easy to use CRM.

I love it for its many easy-to-built automation rules and many integrations with 3rd party software. The last year 2017 it received plenty of prizes on the market.


pipedrive crm

Pipedrive

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 another 3rd party.

I like most the Google Maps integration that shows you the localization of your contacts in a very easy way. You can plan even your route.

pipedrive crm

I can see only Pros here. I will check frequently their offer. Because it looks that it would be a very nice tool for salespeople.


salesmanago crm system

Salesmanago CRM

free of charge! We started using it for our clients. It is really easy to manage.

Basic CRM functionalities

Contacts list in CRM

  • 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


hubspot

Hubspot CRM 

free of charge – a very powerful 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.

Would like out help in choosing the best solution for you?

Simply contact us.