LET’S GET STARTED
- 1 Top Considerations Before Picking CRM Software
- 2 Optimal Contact Management
- 3 Easy Documentation
- 4 CRM must aid custom conversion
- 5 Software Price
- 6 Best CRM Software for Small to Enterprise Businesses
- 7 Salesforce Essentials
- 8 Monday Sales CRM
- 9 Pipedrive
- 10 HubSpot CRM
- 11 Zoho CRM
- 12 Oracle NetSuite
- 13 FreshSales CRM
- 14 Zendesk CRM
- 15 CRM by SendPulse
Proper management of customers keeps proving over time to be the best way to grow your business. It is far easier to retain current customers than to find new customers. And according to Invespcro, it is five times more costly to attract a new customer than to keep an old one.
Therefore, it should be no surprise that companies with high customer retention are more successful and stable.
Good customer relationship management software can help small to enterprise businesses retain a large chunk of their customer base and avoid churn. Good CRM software can help you solve various business problems, from customer care to sales. And it doesn’t matter if your business is small or Enterprise; there is CRM software that fits your exact needs.
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Get a Free AuditThere is so much CRM software on the market, but we have picked the best software to help you grow your business.Additionally, It is also essential to monitor and assess your marketing activities with customers and potential customers. With the help of CRM and Google Analytics integration, you can modify your marketing approaches and steer clear of being surprised by a low ROI.
Top Considerations Before Picking CRM Software
Before we go into the list of CRM software, let us look at things you need to consider before picking the best option for your business.
Optimal Contact Management
One of the core functions of good CRM software is contact management. This is why you need to get one that has a contact management interface you can easily understand. The layout should be logical, organized, and easy to learn. It should be such that anybody who picks up a project can easily understand the terrain and blend smoothly with relevant customers. The average customer loves to feel valuable, and contact management easily offers this. The sense of belonging inspires loyalty, creating repeat customers.
Easy Documentation
Another vital consideration is how easily the app allows note-taking and interaction management. It should be easy to find the proper history as different people take charge of a client or a project. Good documentation is the foundation of customer relationship management, and an app that allows for collaboration will always be the best.
CRM must aid custom conversion
Thirdly, good CRM must aid custom conversion. Your CRM software should help you correctly identify, move and convert customers. You can also use Lead generation CRM software that makes conversion tracking simple and easy. It should essentially create a smooth pipeline such that all members of your team can identify their roles in the project. The software you choose must work for your team and your type of clients, especially if they have specific requirements. Good CRM software should have distinct visualizations, analytics, sales leads, and customer leads and work on multiple platforms. It should integrate seamlessly with your cold calling software, email automation software, and other sales tools.
Software Price
Lastly, determine if the price would be best for your business needs. There are different software depending on how large your team and clientele are, with some best for small businesses and others for larger businesses. However, once you determine your business needs, it is easy to sift through and find the best software fit.
Best CRM Software for Small to Enterprise Businesses
Now we understand the various considerations before purchasing CRM software, let us look at the best CRM software for small to enterprise businesses.
Salesforce Essentials
Salesforce essentials is an excellent app for small businesses as it’s the lite version of Salesforce software. It is a stripped-down version of the regular app, making it best for small businesses that may not need as many features. It combines the power of Salesforce with a touch of simplicity, making it perfect for sales and support. The software integrates with many platforms, making it the most accessible option for small teams.
It is a cloud and web-based SaaS with android and iOS apps.
Features:
- It has some of the best calendar and email features for proper contact management.
- It grants you Instant access to salesforce technology.
- Salesforce essentials also have some of the best mobile apps in the market.
- Its activity dashboard makes it a top-notch app for CRM organizations.
- The app offers interaction tracking, lead management, task management, quotes, and estimates.
- Forecasting and AI assistants to help with better decision-making.
Pricing:
Salesforce essentials have a 30-day free trial, and you don’t need a credit card or to download software to start.
It has an annual billing of $25 per user per month for up to 10 users.
Monday Sales CRM
The Monday sales CRM comes in handy for companies with many tasks. To get ahead of these tasks, efficient project management is needed, and Monday sales CRM fits the bill. The software offers a wide variety of boards to plan projects across teams. These boards are also easy to customize to fit particular projects. Whether it’s visualization tools or a dashboard, the software is intuitive and easy to manipulate.
Monday sales CRM is a web and cloud-based SaaS. It has a mac, windows, and Linux desktop app and Android and iOS mobile versions.
The company offers documentation, videos, webinars, and in-person and live training for its clientele.
Features:
- Monday Sales have an excellent contact database and lead qualification.
- They also have lead capture, pipeline management, and data import and export.
- The software is also easy to customize.
- Integration with external software like Slack is easy.
Pricing:
The company offers a free trial version and a free version of the software.
The free forever plan is for up to 2 seats.
The next plan, which is the basic plan, starts at $10.00 per seat per month, billed annually, with a minimum of 3 seats. Or $12.50 per seat per month billed monthly.
The standard plan starts at $17per seat per month billed monthly or $14 per seat per month when billed annually.
Contact the sales team for a quote for enterprise plans.
Pipedrive
Pipedrive is a cloud-based, web-based CRM solution that helps plan and monitor sales deals. Pipedrive uses artificial intelligence that makes it easy to track deals, close dates, and also win probabilities. However, Pipedrive’s greatest asset is its visuals. With Pipedrive, you can create stunning visuals that cleanly explain your point of view in a short time. The pipelines are customizable, and they aid in quick decision-making. Your existing pipelines are not left out as you can recreate them with the software and improve the processes.
It is also easy to set up, and people with no technical skills can set it up. The company also offers training in the form of webinars, documentation, and videos.
Features:
- Pipedrive offers powerful visual aids to help visualize data at a glance.
- It also has drag-and-drop features to help team members respond to issues on the dashboard on time.
- It offers chatbot creation and efficient reporting.
- With Pipedrive, you can customize your sales reporting tools to monitor individual and team targets.
- The software has Android and iOS apps to help you access customers anytime.
Pricing:
Pipedrive offers a 30-day free trial with no credit card requirements.
The starting price is $14.90 for Pipedrive per user per month.
HubSpot CRM
HubSpot allows you to create a central channel for all your third-party applications. It offers integration opportunities in the thousands, making data analysis easy for nontechnical staff. With this integration, you can track all activities, productivity, and performance across all relevant Zoho channels.
The centralization feature creates a tidy environment and more realistic timelines. All these help with customer follow-up, and any team member can address a customer at any time. HubSpot offers webinars, documentation, videos, and live online and in-person training.
Features:
- It offers a central and customizable database for all your contacts.
- It also offers contract and license management.
- HubSpot takes care of email marketing with alerts and notifications.
- The software also provides lead management, activity dashboard, predictive analytics, and sales pipeline management.
Pricing:
HubSpot has a free trial and a free version making it the perfect entry software for small businesses.
There’s a starter pack for $50 per month or $600 per year.
They have a professional tier for $1780 per month or $19200 per year.
And lastly, an enterprise tier for $4000 per month or $48000 per year.
Zoho CRM
Zoho empowers you with a complete system that takes charge of every aspect of the business, from sales, marketing, and customer support to inventory management and even acquiring backlinks, if you manage to be a bit creative.. Businesses of any size can use Zoho CRM, from small to large. The application is good for first-timers and is easy to understand regardless of technical ability.
Zoho is also perfect for remote teams on the go as it has numerous integrations and an activity dashboard. The software has useful automation that saves time and increases efficiency.
Features:
- It offers “SalesSignals” for tracking customers across channels and notifying the team of valuable leads.
- There is Zia, a powerful AI assistant that helps predict leads, deals, and new customers.
- Zoho CRM also runs a friendly game interface to help foster unity among users.
- It has multiple collaboration tools, document management, and email templates.
- You can also customize your reports, as well as create a robust contact database.
Pricing:
Zoho CRM has a free trial and a free version for up to 3 users.
As the standard edition, there’s also an annual monthly billing of $14 per user.
The next tier is the annual monthly billing of $23 per user for the professional edition.
After which, we have the annual billing of $40 per user per month for the enterprise edition.
And lastly, the annual billing of $52 per user per month for the ultimate edition.
Oracle NetSuite
NetSuite by Oracle is one of the best CRM platforms for e-commerce businesses. If you want to provide the best customer service possible, then NetSuite is for you. The software design is so that any employee can engage with customers at any time with all the relevant information handy. NetSuite organizes all data across departments and platforms, including customer and technical support.
NetSuite’s automation helps tremendously with leads data analysis, campaigns, and forecasts.
The company also offers webinars, documentation, video, and live online and in-person training.
Features:
- It has an activity dashboard with relevant information for leads and customer support.
- It also offers real-time reporting and analytics to measure customer service performance
- NetSuite helps with product identification, warehouse, reordering, and workflow management.
- It shows performance metrics and offers third-party integrations.
- NetSuite by Oracle also has Android and iOS apps.
Pricing:
NetSuite has no free trials or free versions.
The vendor provides pricing upon request, but you can expect the monthly billing to start from $499.
FreshSales CRM
FreshSales CRM is the perfect software for sales teams. With Freshsales, you can engage in relevant conversations with old or prospective clients. Also, attract leads, make deals thanks to artificial intelligence, and create the best customer relationships.
The user interface is easy to grasp and intuitive, making it easy for everyone to learn. Freshsales software helps save time and increases productivity at work. The software has a mac and windows desktop app and an android and iOS app.
The company uses documentation, webinars, videos, and live online sessions for its training.
Features:
- Freshsales features include lead capture, email marketing, and dynamic content.
- It also has forecasts, live chats, calendar systems, and sales analytics.
- They also have data visualizations, drag and drop, dashboard, website visitor tracking, heat maps,
- It also includes document management, reports and analytics, and marketing automation.
- Freshsales has an AI-powered assistant Freddy for historical data analysis, predictions, and insight.
Pricing:
Freshsales have a free trial period and a free version.
Next is the $15 per user per month billed annually or $18 billed annually.
And then the Pro $39 per user per month billed annually or $47 per month billed.
Finally, Enterprise, which is $69 per user per month, is billed annually or $83 per user per month.
Zendesk CRM
Zendesk is best for handling post-sale activities and renewals. The software makes it easy for multiple departments to be on the same page on a project. From the start of a project to the end, the app’s integration allows for smooth collaboration across teams.
Teams like sales, marketing, and support can easily work together on a project with Zendesk while utilizing each other’s data. Zendesk is a cloud and web-based SaaS with Android and iOS apps. They offer documentation, webinars, videos, and in-person and live online training for their customers.
Features:
- The software features include account management, procurement management, customer complaint management, and revenue tracking.
- It also has appointment management, an activity dashboard, collaboration tools, screen sharing, and website visitor tracking.
- Zendesk software is available in 40 languages.
Pricing:
Zendesk has a free trial but no free version.
Pricing starts at $19 per agent per month.
And finally, $49 per agent per month.
CRM by SendPulse
Originally, the company started as a marketing automation platform for small and mid-sized businesses. Marketers can use email and SMS campaigns, build a chatbot for various social media platforms and messengers or create a landing page for their products and services. An online course builder was one of the latest additions to the SendPulse software. Users dealing with all these tools and marketing channels need a dedicated service to keep and manage all the customer data they receive from these channels, so this is where CRM feature steps in.
Features:
- create sales pipeline
- assign deals and check the progress
- store your customer data in one place
- connect with your customers through a variety of communication channels
Pricing
CRM by SendPulse is free. Customers pay only for communication channels they use, like email campaigns or WhatsApp chatbots. Paid plans start at $7 per month.
Final Words
In conclusion, these are the best CRM software for small to enterprise businesses. Small businesses only need as many features as enterprise businesses. However, the ability to customize features is invaluable. We put proper research into creating this list; these are the best packs to handle any business. If you ever need help deciding the best suited CRM software for you then you may consider talking to a startup consultant to guide you.
Author:
Andrej Fedek is the creator and the one-person owner of the InterCool Studio. As an experienced marketer, he is driven by turning leads into customers. His goals always include White Hat SEO. Besides being a boss, he is a real team player with a great sense of equality.
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