One of the most important aspects of a company’s success is its relationship with its customers. Customer relationship management, or CRM, is a whole field of study dedicated to it. There are many tools out there that can help you with CRM. However, because there are so many tools to choose from, it can be difficult to decide. Fortunately, we are here to help you. We are going to talk about the best CRM for small businesses.
Keap
Keap is a contact management and sales pipeline platform specifically designed to assist small businesses or businesses that are just starting out. If you are running an e-commerce store, Keap makes perfect sense. With it, companies can create and maintain an excellent leads database. It also lets you import contact lists from other CRMs, scan business cards, organize spreadsheets, do simple manual input, and do many other nifty tasks. Even though Keap is excellent for businesses that are just starting out, one of the most significant flaws of the app is that it’s tricky to handle at first. There are so many options and features that you can use from the get-go that someone new to the platform may find it a bit overwhelming.
Daylite
Daylite is a CRM for Mac, iPhone, and iPad users. It’s an excellent platform for startups and small enterprises with up to 100 employees wanting to grow their customer base and projects. The Daylite toolset has both CRM features and project management capabilities. The goal was to eliminate the previous distinction between customer-facing and internal duties. Daylite’s use goes beyond just sales and marketing. If your projects have multiple stages, developed in different departments, Daylite can also help. With Daylite, you will be able to track all of your projects directly throughout the whole development. In a sense, it is a form of AI that can help your business out a lot.
Another helpful feature is the Daylite Mail Assistant, which works directly with Apple Mail. Daylite provides several customizing possibilities, and there are many methods for categorizing and tagging contacts, tasks, projects, transactions, etc. With this, you can create customized and customizable reports. Finally, being a Mac software, it integrates with other Apple applications such as Calendar, Contacts, and even Siri. One drawback of Daylite is that it only has one payment plan, which implies that price and bundle options are more limited. Another restriction is that it is exclusively intended to be a CRM and Project Management tool for Apple users alone. Therefore, if you don’t use Apple products solely, you will not be able to benefit from Daylite.
MoversTech
MoversTech is a CRM primarily geared towards logistics-based businesses. If you are a moving company on the rise, you may be expecting an increase in the demand for your services. As business increases, it can become hard to keep track of everything, and that is what MoversTech CRM can help you with. With it, you can create a whole back-end to your operations. You will be able to manage contacts, merge duplicate contacts, and manage all of your moving projects. You can also use it to set up different forms for processing payments, including the possibility to manage invoices, email payment links, and manual payment options. This CRM comes with three plans. However, MoversTech CRM experts typically advise smaller businesses to start with the basic plan and upgrade as needed.
Nimble
Nimble is a simple CRM designed for social networking, complete with smart social search and comprehensive market segmentation options. Therefore, it will serve your business well if you work with social media platforms. Nimble interfaces with Office 365 and G Suite, which allows you to import and manage contacts from your existing platform, no matter what it is. This CRM offers all of the traditional capabilities you’d expect from this sort of software but with a very modern user interface that is very easy to navigate. Nimble collects postings from social media platforms such as Instagram, Meta, Twitter, etc. This can help you figure out how people are engaging with your company at any time.
Nimble’s Contact Record feature, which can aggregate cross-channel contact and lead information into a single unified profile, is an integral part of what makes this CRM good. Social listening and engagement technologies will aid you in discovering and generating fresh leads. It also allows for quick and seamless integration of a POS system. This can come in handy if you wish to expand your business off of social media into the real world.
HubSpot
If your small business is a blog, HubSpot can help you. HubSpot is unique in that it offers a free and paid version of its CRM. The free HubSpot CRM includes full-featured inbound marketing capabilities that you can use for your blog’s SEO, but it also provides email marketing options. HubSpot can also help you coordinate processes for better project management at the back end. You’ll be able to allocate and manage leads efficiently, monitor the sales process, and record customer interactions across different blogs. HubSpot is intended to function with G Suite and Microsoft Office, so it will run smoothly no matter which platform you choose. The Zapier connector makes it easy to exchange information and simplify processes across platforms like Google Sheets and Docs.
On a more practical side, If you often send emails to potential customers, HubSpot can let you track which customers have read your email and which ones did not. This can help your figure out what leads to pursue and which to discard. HubSpot’s commercial add-on packages will also allow you to use features like reporting, AI, and sophisticated automation. Customization choices are restricted, which might be annoying depending on your industry. The free edition of HubSpot may be far from the best CRM for small businesses, but it still has many features that can benefit your company.
Which CRM for small businesses is the best for you will depend on your specific needs. So, think about that and consider the features each of the solutions mentioned offers. That is the only way to pick the right software for your company.