Owning a startup has transformed into a global phenomenon. The concerned industry houses a cut-throat competition. To sustain one’s position in the field, attending to all marketing and sales aspects is critical. It mainly involves customer relationship management. As such, a reliable and robust CRM for small businesses is necessary to fare well and scale up. Furthermore, integrating such software with messengers like WhatsApp has led to the growth of WhatsApp CRM as a tool for continued growth.
So, today, we will introduce you to the important elements you should consider when choosing the right CRM for your business integrated with advanced technologies and the best options you can choose from.
Factors to Consider When Choosing CRM
Ease your workflow by considering the following factors when choosing a CRM for your business.Cloud-Based System
A cloud-based and collaborative CRM will allow your workflow to stay active on the go. It is necessary because it will enable you to access all relevant data anywhere without having to worry about your database storage.Customizable and Flexible
You should also check if your CRM is highly customizable and flexible because the features offered should align with your business processes. It should support seamless integrations and help you manage the customer experience without any hassle.Intuitive Interface
Ensure that the CRM you choose facilitates an intuitive interface because you don’t want to spend the entirety of your time learning to use it and be adept at it.9 Best CRMs Small Businesses Can Use in 2024
Despite a prepared list of factors to be considered, choosing a CRM might still be challenging. Here's a list of the 9 best CRMs with the abovementioned factors to leverage your business in 2024.Kommo
Being the world’s maiden conversational CRM platform, Kommo offers a holistic solution while being cost-efficient. Businesses have dramatically boosted their sales and revenue with the tool's unique and robust features, such as customizable pipelines, task management, and more. It enables seamless integrations with social media channels such as WhatsApp, Instagram, etc.You can use bots to enhance workflows, have private chats with colleagues, and track performance in real-time. You can use customized templates without any coding skills. All these features have made Kommo a reliable tool for businesses that have witnessed a boost in all avenues of their business, from saving time to getting leads and retaining them.
Key Features:
- Grow and connect with your clients by automating greetings and follow-ups using Kommo's No-Code Salesbot.
- Integrate and manage all your conversations in one place with this CRM tool using the unified Chat Inbox.
Salesforce
Salesforce is a customizable advanced CRM that facilitates an intuitive app layout and an extensive range of services, making it widely used amongst small businesses and startups. It also offers complete business automation and comprehensive features.One can sync their data between Salesforce, calendar, and email using the Einstein Activity Capture, making it a perfect CRM for small businesses.
Key Features:
- Personalized user experience through pop-up wizard
- Seamless campaign tracking and management across multiple channels
Method:CRM
The drag-and-drop workflow automation of Method:CRM eases and enhances your workflow to a great extent. By using web-to-lead forms, one can automate lead collection.It serves unlimited customization options and reusable templates and enables third-party integrations to ensure your firm can deliver the best customer experience.
Key Features:
- Online portals for customer services and a customer-centric 360-degree view
- Robust and instant Quickbooks and Xero integrations
Insightly
Most sales leaders highly rely on Insightly for its fully customizable features. One can also personalize onboarding sequences.Businesses can reach their revenue goals quickly and conveniently thanks to an easy-to-use and navigable design. Part of its reliable nature lies in its ability to function without any crashes and downtime.
Key Features:
- Several opportunities for single-contact associations
- Keep track of projects through these reports and dashboards
Pipedrive
As the name suggests, Pipedrive has an easy-to-use interface supporting seamless sales pipeline automation. This CRM for small businesses features unlimited, customizable, and multiple drag-and-drop sales pipelines.It’s relied on for its affordable paid plans, sales assistants that are ML-powered, and a live overview that allows you to keep a check on your leads.
Key Features:
- Automate communication with your website visitors through chatbots
- Tailor messages for your customers through email segmentation
Keap
If your small business is moving quickly and you plan to scale up, Keap can be of effective assistance. Its extensive automation features can be highly time-efficient by cutting down repetitive tasks. It enables lead visibility, and one can also follow up on tasks and send personalized emails.Furthermore, you can build workflows and visualize them on a canvas. This tool can be a lifesaver if you're a busy business owner.
Key Features:
- Automate appointment bookings
- Automate lead captures with this CRM for small business
Zendesk Sell
Zendesk Sell has helped many small businesses flourish through the years thanks to its sustainable features, including customizable views and an intuitive and user-friendly interface. You can streamline workflows using its automation tools.It also facilitates API access, allowing businesses to manage customer relationships and sales processes conveniently.
Key Features:
- You can integrate Zendesk Sell with other Zendesk products
- It also has a built-in call recording and dialer
Zoho CRM
Zoho CRM is a free solution that can serve small businesses in the long run, owing to its robust features. Users can use this CRM platform to accelerate sales, measure performance accurately, and increase leads.You can also easily access relevant data through the customizable dashboard, which assists you in making informed decisions even when you're on the run. You can display customer reports using charts, conduct meetings, and set alerts for remote employees.
Key Features:
- Establish a close-knit relationship with customers that allows real-time conversation.
- Predict leads and deals with Zia, the built-in AI assistant
HubSpot CRM
HubSpot is a reliable all-in-one CRM solution for scalable B2B and B2C businesses. You can integrate it with other HubSpot tools seamlessly, facilitating convenient and holistic management of your customer's journey in a single platform.It additionally allows businesses to automate marketing and customer service. One can also predict lead scoring using this tool.
Key Features:
- Analyze promotions that generate more customers through ad management
- Personalized emails through list segmentation
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