7 Best CRM Software for Automating your Business

Introduction

In today’s world of technology, it seems like every business has customer relationship management (CRM) software. But which is the best CRM software? We’ve taken a look at seven of the best CRM software systems available.

With so many CRM solutions available, choosing the best one for you can be difficult. Running a customer-centric business requires a CRM tool and you can use it to take care of your customers.

It’s safe to say that CRM tools are essential to a successful small business. You can start with a simple CRM that helps you track your customers, set up autoresponders, and take care of other business tasks.

This is a must-read for anyone who wants to use the best CRM software for their business in 2023 and beyond.

There are several factors to think about when deciding which CRM software is right for your company.

  1. How can you use CRM software?

CRM helps businesses better understand their customers. It can help you to track your customers, and to provide you with an overview of how they are doing. You can use it to keep your customers up-to-date on any changes.

  1. How can you keep your customers happy?

This is something that you’ll need to consider when you’re using CRM software. You’ll want to make sure that you are providing them with the information they need.

  1. How do you decide which CRM software to use?

You’ll need to decide which software will suit your business best. You’ll also need to consider what you want from the software. Are you looking for something simple, or something more advanced, You want to access your information from anywhere, and You want to manage multiple contacts.


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Now that you’ve read all the questions, it’s time to think about your options. Here’s 7 best CRM Software

GoHighlevel

GoHighLevel helps you run high-level marketing, nurture leads, and manage customer relationships at every point in the customer journey. GoHighLevel is an amazing platform that will help you create better products, faster grow your business, and build the customer loyalty for a lifetime. Even though there are many tools in the dashboard, it’s surprisingly easy to navigate.

GoHighLevel is marketed as – The No. 1 Automation & Text messaging platform for all Marketing Agencies. The primary goal of this software is to nurture more sales leads and save time and money without any stress of using several systems bolted together with zaps. 

The platform includes multiple features, including unlimited sales funnels, website builders, SMS and calling capabilities, appointment scheduling, workflow and pipeline management, and more.

When you access the GoHighLevel dashboard, all features are accessible. Many tasks can be completely automated, including text messaging, conversation nurturing, and scheduling.

Features:

  • There are numerous benefits of using a platform as opposed to building a website from scratch and connecting a custom domain to it
  • Platforms provide you with the tools you need to build a strong online presence and market yourself.
  • It is designed to allow you to focus on what you do best—running your business.
  • Build landing pages & sales funnels for clients. 
  • Create Membership programs & Online courses. 
  • Set calendars, book appointments & track calls for timely project management. 
  • Email marketing campaigns can be created with the use of automated software.

Pros and Cons

Pros Cons
Manage dashboard easily Doesn’t have inbuilt A/B Testing
Automate Workflow easily It takes longer to learn than other competitors
Calendar and appointment can schedule

Pricing Plan

Free Trial

Agency Starter Account – $97/Monthly

Agency Unlimited Account – $297/ Monthly

Agency Pro – $497/Monthly


Check GoHighLevel Price Using This Link

HubSpot

HubSpot is a superb choice for companies looking to organize data from various software providers. It is a tool that has thousands of integrations that makes it easy to use and will improve your sales team’s performance easily and quickly.

After integrating your software platforms, your HubSpot CRM will track sales funnel metrics, actionable insights, productivity, and performance across your sales activities.

HubSpot integrations make it easy for companies to collect all of their leads in one place. Your lead history is the place where you store all interactions. It’s important to store them in this place because you will always know what they told you last.

The HubSpot platform offers an all-in-one solution that allows you to manage your marketing, sales, service, and operations from one place. This saves time and money because you don’t have to hire different people for different jobs. You can focus on what you do best, which is marketing, and HubSpot does the rest.

HubSpot is a powerful marketing software that makes the lives of marketers easier and allows you to work smarter and faster. If your small business needs to integrate and centralize its sales operations, try HubSpot’s free trial. You’ll get a chance to explore the software’s capabilities to make the best decision.

Features

  • Manage your leads in multiple drag-and-drop pipelines
  • Email automation is a great way to nurture leads. By sending out emails at a regular interval, you can ensure that your leads are always getting the most relevant information
  • Attracting new customers.
  • Capturing more prospects.
  • Improving your sales team’s ability to close deals.
  • This is powerful and easy to use for getting leads for your sales team.
  • It is a cost-effective way to get more leads for your business.

Pros and Cons

Pros Cons
Free Plan Available It is more expensive to have a paid plan compared to competitors.
It’s convenient to manage customer interactions Lower Packages have no A/B Testing.
It works with G-Suite and Office 365 services

Pricing Plan

Free

Starter – $45/ Monthly

Professional – $450/ Monthly

Enterprise – $1400/ Monthly

Zoho

Zoho CRM is a widely adopted CRM platform, which emphasizes increasing leads, accelerating sales, and measuring performance. It is an all-in-one solution for businesses. It has a feature-rich, easy-to-use interface that enables users to create a more efficient sales process. With Zoho CRM, users can easily set up campaigns, track sales activities, automate tasks, and create reports. Zoho CRM has many other features as well, such as a call center module, document management, email marketing, and a unified dashboard.

This product makes use of artificial intelligence and is a great way to collaborate and connect remotely. Its business intelligence features can help workforces reach new heights.

It is easy to access them from anywhere on the page and highlight their visibility from within your dashboard. This useful tool will help you spot sales opportunities that are about to close, so you can take action before your competition does.

Features

  • Zoho CRM is very flexible.
  • You can customize it to meet your needs. Zoho CRM is also very affordable.
  • You can also use the CRM to make sales calls, schedule appointments, and even to automate follow-up actions.
  • Zoho CRM also has a very robust set of reporting tools that can create a variety of different reports.
  • Contact Management to store your Contacts/Leads
  • Built-in task management system that can be used for managing projects.

Pros and Cons

Pros Cons
Team meetings and client presentations by using the CRM. Even if you sign up for a paid plan, you need to pay an additional fee for advanced support
When new leads come into your business, you can set notification alerts Supported staff is limited on weekends
Easy-to-use platform integration Email, webhooks, and other services are expensive and have limited information

Pricing Plan

Standard – $14/ Monthly

Professional – $23/ Monthly

Enterprise – $40/ Monthly

Ultimate – $52/ Monthly

Salesforce

The Salesforce platform includes a variety of tools for CRM and marketing purposes. Salesforce is a cloud-based CRM solution that small business owners, large companies, or government organizations can use. It allows businesses to connect with customers, prospects, and partners in new ways. If you’re a business owner who relies heavily on social media marketing to grow your business, then you’re going to want to take advantage of the built-in social media integration that comes with the Salesforce platform.

Salesforce is a leading cloud-based CRM. The Salesforce CRM include Service Cloud, Chatter, App Cloud, and other products that help small business manage and organize sales leads, customers, contacts, and many more.

Salesforce makes it easy for your company to learn and grow. It’s got the intelligence to improve over time based on what you’re teaching it.

Features

  • It also has a suite of apps to connect to other services and applications, such as email, social media, and CRM software.
  • It allows them to store, manage, and analyze all the data they need to run their businesses.
  • It integrates with most email systems, so it can automatically send emails based on the information in your CRM database.
  • The best part is that the social media integration works seamlessly with the CRM.

Pros and Cons

Pros Cons
Salesforce can grow with your company. It’s an extremely versatile CRM platform so you can adapt it Larger businesses may have to pay extra to use Salesforce integrations effectively
Salesforce makes your sales force more productive, effective, and able to better connect and engage customers It’s difficult to get technical assistance during non-business hours

Pricing Plan

Essentials – $25 / Monthly

Sales Professional – $75/ Monthly

Service Professional – $75/ Monthly

Marketing Cloud Account Engagement – $1,250/ Monthly

Pipedrive

Pipedrive is a perfect choice for those who need to keep track of their ongoing sales. It’s true to its name, as it does just that–Pipedrive. You can organize your accounts into pipelines so you see information about deals at a glance. You can view pipeline status, value, people involved, etc.

The user interface makes it easy for you to gather info about your deals and saves you time when analyzing your deal flow. Pipedrive provides user with all the tools they need to effectively manage their business.

It also has some premium features, like AI-powered automation tools that let you set reminders, automatically engage in lead nurturing, and record and store information based on triggers.

Pipedrive integrates with third-party apps like Google, Microsoft Outlook, and more than 300 others on its marketplace.

Features

  • It can track customer interactions, track and manage leads, manage sales, and track marketing campaigns.
  • It is easy to set up and requires a little demo.
  • Pipedrive is a very useful CRM tool for small businesses and startups.

Pros and Cons

Pros Cons
Pipeline workflow is easy to track on sales management Drag and Drop management can be hard in this
AI-powered automation tools with email and communication tracking features Reporting can be hard sometimes as the sorting data are confusing

Pricing Plan

Starting Price – $9/ Monthly

Essentials – $15/ Monthly

Advance – $29/ Monthly

Professional – $59/ Monthly

Oracle Netsuite

NetSuite CRM is an enterprise-level CRM tool for businesses across many industries. It helps businesses manage their interactions with potential customers, suppliers, employees, and more.

There are many benefits to using the NetSuite CRM, including its ease to use. It’s user-friendly. It’s intuitive. You can customize it to suit your needs. With the addition of several new features, it’s easier than ever to get resolutions for your customers. You can assign, manage, route, and track customer support cases via phone, fax, email, and the web.

Case submission is an easy way for customers to get answers to their questions. They can submit a support request and a representative will respond to it within 24 hours. Customers can also track the status of their order through the website and they can even check out the FAQs for quick answers to common questions. The knowledge center is a great resource for customers who need help with ordering, shipping, billing, and more.

Features

  • Case submission is one of the most important tools in the self-service toolbox.
  • It can help you reduce customer support calls and even improves customer satisfaction
  • You can use the CRM to track the sales cycle, follow up with customers, and keep your customer records up-to-date.

Pros and Cons

Pros Cons
All-in-one e-commerce solution for sales, marketing, and operations The pricing structure is unclear and can differ from Client to Client
It’s possible to build a platform for your specifications You have to pay a one-time fee for the initial setup

Pricing Plan

Essentials – $12/ Monthly

Advance – $25/ Monthly

Professional – $50/ Monthly

Enterprise – $75/ Monthly

Insightly

You need to work together with sales and project management to stay on top of business goals. Insightly provides a perfect CRM software for keeping track of multiple business processes.

Whether your business is large or small, budget is always an issue. Finding a CRM solution that offers outstanding features without costing a fortune is a must.

For an e-commerce store, this is a must-have. The project management features make it possible for users to collaborate across various projects seamlessly. It also gives them the power to manage their daily tasks using tools like pipelines and activity sets.

Most of Insightly’s customer reviews are positive. Overall, Insightly is a well-designed CRM that can help you manage your business better and make it more efficient. This CRM does not have all the features that most of us might want, but it is a very good tool to use and offers you a lot of value for the money. Improvements to the performance and stability of Insightly.

Features

  • A personalized customer journey is a great way to improve the overall customer experience.
  • Insightly is a simple, yet powerful solution that can help you better manage your entire business, from sales to project management.
  • It can also help you identify and reach customers who have purchased from you in the past but are not currently active with your company.


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Pros and Cons

Pros Cons
Budget-friendly CRM There is a possibility that platform could be quicker.
2,500 Mass Emails per day Sometimes it can be difficult to load things like charts
Starting Plan provides 100,000 records and 10Gb of storage space

Pricing Plan

Free Trial

Essential – $29/ Monthly

Professional – $49/ Monthly

Enterprise – $99/ Monthly


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Faq

What is Customer Relationship Management (CRM)?

CRM is a tool that helps businesses manage customer relationships, including customer information, marketing campaigns, and sales. CRM software helps you manage every aspect of your business, from sales to marketing to customer service.

Why is CRM important for my business?

CRM is important for any business that wants to thrive in the digital age. It can help you manage every aspect of your business, from sales to marketing to customer service.

What should we look for in CRM software?

While choosing a CRM software, we go through some features:

  • An easy-to-use interface
  • Customer support 
  • Training
  • Customization  Integration with other tools 
  • Customizable reporting 
  • Easy access to customer data
  • Scalability

A CRM that is right for your business 

Conclusion

CRM is an indispensable tool for any company that wants to maximize its growth and revenue. It helps you keep track of your sales leads, customers, and prospects, and it helps you create a seamless customer experience from start to finish. You can easily import contacts, tasks, notes, and appointments into your CRM system. HubSpot has a lot of features that you need to pay for separately. However, you can get all these features in GoHighLevel at an affordable rate.

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