Having the right tools can make or break any business, and there’s a vast array to choose from for software tools. This article will help you choose the right CRM tools for your business that will fit your needs and your budget, but let’s first explain what CRM means and how these tools were picked.
Customer Relationship Management (CRM)
CRM is a massive part of the business. Good marketing can help you get new customers, but CRM helps with keeping them. It means keeping good relationships with your customers through meetings, calls, social media, etc. There are many ways to maintain relationships with your customers and depending on your target audience, some methods may work better than others. So, it’s crucial to find out what might work best for you, then choose the tools that can help you the best with that.
When it comes to startups and small businesses, they usually have a slight need for tools and a smaller budget, which makes finding the best ATS for small business an essential task. All of the tools mentioned here have free versions, and their pricing plans scale well with a growing business. These free versions have different tools that help with your growth. With the development of your business, the need for new tools will grow as well.
HubSpot is an all-in-one solution that manages your marketing, content, sales, and customer service. It’s beginner-friendly and adapted to startups with its features and pricing plans.
Using HubSpot CRM, you can manage your products, schedule meetings, send bulk emails, track your goals, etc. All of the features are designed to make your work life easier.
Zoho is overall one of the best CRM tools you can use for your startup. It’s a powerful cloud-based CRM with budget-friendly pricing plans that offers team collaboration tools, billing and payment options, and other great features that work well together. It does have a bit of a learning curve, but the support team is there to help you learn.
EngageBay is one of the best CRM tools for small businesses and startups because of its affordable plans. Its features include in-CRM telephony, project management, omnichannel marketing, call scripting, account-based marketing, powerful analytics, and role management.
The downside is that EngageBay doesn’t have certain advanced features in its lower-tiered plans.
Agile is a great CRM tool with built-in telephony capabilities. This tool stands out from the others because of its features for calls, like call automation, call recording, outbound, and inbound calling, etc.
Besides that, it offers project management tools, team collaboration tools, and easy managing of your invoices and products. What it’s missing is some advanced customer support features for the lower-tier pricing plans.
Bitrix24 offers all of the tools you may need for running your startup. You can manage your projects, host video calls, manage and design your online store, etc.
The downside is that the pricing plans can be slightly pricey, but a free version is available for your startup.
Insightly offers advanced project management tools but lacks social media integrations. If the main thing you need from your CRM software is project management tools, then this is for you.
Insightly also offers different tools for managing sales and marketing. The downside is that it’s a bit harder to use than the other tools mentioned on this list, but if it fits your needs, then it’s well worth learning.
This article will help you to find and choose the right CRM tools. The most important part of choosing these tools is their scalability and how much they offer to smaller businesses with a low budget. Depending on your target audience and what tools you need for your CRM, you can make your pick.