What is CRM Software?
CRM stands for Customer Relationship Management. CRM Software is your software you use to book manage & interact with clients, handle your jobs & invoices. Some even offer a lot more features like marketing, reports & accounting. Many CRM’s these days also integrate with all your popular Finance software such as Quickbooks, MYOB and Xero. Some even provide you with customisable forms you can insert onto your website for your customers to use.
What CRM is the right one for me?
Each industry usually has software that is specifically made for it. If your a hairdresser, you can google “hairdressing crm” and check out the options that pop up. You probably already have a CRM / POS in mind or one that has been offered to you. If not there a few CRM’s that you can use across many different industries. So let’s go over a few popular CRM’s
Square Up offers customisable Point of Sale kits with card readers in a simple to use system that will provide the needs for many simple business owners. With a fee of 1.9%-2.2 per transaction you put through.
HubSpot CRM is a free app that still packs a punch when it comes to robust and effective features. These functionalities include: social media, customized views, company database, drag-and-drop communicator, and website, phone, and email integration. You can get started with this application quickly and need not change your existing workflow. The product offers the essential basic features and does not confuse users with complex bells and whistles. For these reasons, it is suitable for small and large businesses in any industry and niche. The software is available for free so you can easily try it out.
Pipedrive is another excellent CRM option and a strong contender on our list of 10 best CRM software tools. It organizes your leads in a manner that gives you a clear overview of your sales process and empowers you to focus on important deals. Plus, you can utilize this solution to efficiently manage your organization’s sales pipeline. In fact, you can switch modules on and off as per your needs without any effect on your service quality. Key features include: sales reporting, timeline view, simple data import and export, contact history, and email integration.
Pipedrive is an ideal option for companies that do international business as it is available in 13 currencies and supports a range of major and minor currencies. Its open API configuration allows it to blend smoothly with top business applications such as Zoho CRM, MailChimp, RightSignature, Zapier, Dropbox and more. The vendor offers a convenient 30-day free trial for its three paid packages. Pricing starts from $10/month/user (annual billing) for the basic Silver plan and goes up to $63/month/user (annual billing) for the Platinum plan.
Salesforce CRM allows you to track all customer details in one place so that you can nurture more leads. Then, you can utilize its main modules such as sales data, marketing automation, lead management, partner management, and contact manager to track these leads and convert them into profitable deals. One of the highlights is your team can use this app to be productive anywhere – in the office or field. The mobile apps for iOS and Android offer real-time data from dashboards as well as custom reports.
Salesforce CRM’s Opportunity Management module provides insights on opportunities. The Contact Manager module offers a complete view of important customer details such as discussions, communications, social mentions, and activity history. With the Sales Collaboration module you can track deals and search for competitive information. The Reports and Dashboards functionality allows you to gather data for in-depth reporting and analysis. The vendor offers five paid packages with pricing starting from $5/user/month.