Best CRM Software to Use
Let’s take a closer look at some of the best CRM brands to consider, including Salesforce itself:
Anyone looking for a platform with the breadth of services of Salesforce without being Salesforce should take a hard look at Zoho CRM. Zoho doesn’t offer quite the number of services that Salesforce does. Nevertheless, it still offers great functionality beyond a basic CRM, including one-to-one marketing and e-commerce. Zoho offers a free service with fewer features for up to three users, and then the prices go up from there based on your company’s needs. The mid-range pricing tiers include an artificial intelligence feature called Zia that can “offer predictions on trends, anomalies, conversions and deals closing.” It can also analyze your emails for tone, offer suggestions for speeding up workflows, and search your records for data via voice commands.
To learn more, read our Zoho CRM review
The key appeal of Hubspot is that it starts by offering the basic CRM for free, with virtually no limits on users or features for the basic CRM for following up on leads, opportunities, and tracking your customer database. The company prides itself on offering a product that takes “minutes to learn”, and provides a dashboard with an at-a-glance view for all ongoing deals. It also integrates with Gmail and Outlook to easily pull in email data for better visibility of customer interactions within your organization. For any business that needs to go beyond the basic CRM, Hubspot offers additional CRM-related platforms called hubs for one-to-one marketing, sales (beyond the basic CRM), and customer service. All of these hubs have free tiers; however, the added features that most businesses would want require a monthly subscription.
Check out our full Hubspot Free CRM review for more
Microsoft’s newest mission is to bring its software to every platform with seamless integration between its various products, and the company’s CRM, Microsoft Dynamics, is no exception. If your company already lives and breathes the Microsoft platform with products such as Office 365 and Outlook for email, then the Dynamics CRM can make a lot of sense. Microsoft also offers some unique tools that go beyond the CRM within the Dynamics umbrella of services, including platforms for finance and operations and talent recruiting, as well as services we’ve seen elsewhere such as customer service and marketing platforms. Dynamics is also a good platform if you’ve been wanting to try out Microsoft HoloLens as a business tool, since it integrates with that as well. Dynamics feels very much like a tool that is ideal for large enterprises and active medium-sized businesses, but may be overkill for smaller companies.
Interested in Microsoft Dynamics? Head to our Microsoft Dynamics review
Zendesk is well known for its customer support ticket software, which is used on many popular websites. While Zendesk isn’t a CRM per se, many companies use it as a stand-in for that purpose. Salesforce cautions that Zendesk is an ‘incomplete CRM solution‘, for instance. That said, Zendesk has many of the same features as a full CRM suite. These include a customer database view, and support tickets that are flexible enough to be used for tasks, or other CRM-like features such as opportunities or leads. Each support ticket is a flexible space for taking notes, assigning responsible agents, and sharing that data with others within the organization. The reality, however, is using Zendesk as a CRM can only take you so far. If Zendesk is already a big part of your workflow then a better solution would be to integrate Zendesk with a dedicated CRM, such as Agile CRM, Zoho, or even Salesforce itself.
To learn more about Zendesk, read our Zendesk CRM review
Apptivo focuses on serving small to medium businesses, and is a great option for beginners because of its simplicity. Its primary categories are the calendar; tasks; call logs; a “Work Queue” that houses contacts, customers, leads, and opportunities; a section for follow-ups; emails; and notes. There’s also a social-style news feed towards the top. Most people should find Apptivo very straightforward to use. It will lack some of the more advanced features that other services have, but it’s a good option for novices finding their way around the world of CRM software. Apptivo also offers features beyond the core CRM, such as tools for invoicing, project management, expense reports, email marketing campaigns, and procurement.
Check out our in-depth Apptivo CRM review for more
The amoCRM software’s main feature is a dashboard that segments the sales pipeline into different columns, letting users drag and drop individual lead profiles in order to track where they are in the pipeline, from initial contact to deal closed. It’s an efficient, streamlined service, with an API that allows for third-party integrations which can address needs specific to your business. It comes with just three service plans (Base, Advanced, and Enterprise), with the Advanced option offering the most features for the least cost. The service’s sales-oriented, easy-to-adapt interface make this a solid choice for businesses that need a CRM, but don’t want to face a significant learning curve.
For the nitty-gritty on this CRM vendor, head over to our full amoCRM review.
And then there’s Salesforce, a popular choice by businesses of many different sizes. The key with Salesforce is the absolute breadth of its services beyond the basic CRM platform, including services for running e-commerce, one-to-one marketing, customer service, and many others. Salesforce also has a robust application programming interface (API), allowing developers to create custom apps for Salesforce and integrate your Salesforce data with programs you might already be using. While Salesforce might have more services than a small or medium business might need, it can still be a useful platform for companies of any size. Plus, as the CRM platform in widest use, it’s much easier to find support and tutorials on how to get the most from your subscription.
Check out our full Salesforce CRM review for more