There is no shortage of CRM, or customer relationship management, software systems for you to choose for your business.
This is a brief overview of 7 of the top CRM systems for small businesses to consider in 2023, whether you are in a system that is tough for you to adopt to or if you are making the transition out of spreadsheets.
Salesdash helps small to medium-sized businesses with sales and marketing to grow new sales and keep customers happy.
The CRM keeps tasks and reminders front of mind and guides salespeople to prevent missed follow-ups.
Create and build dashboards with the reports and data your team needs to keep in front of you. The system also gives visibility to team dashboards and a company dashboard based on user permissions.
Track lead statuses, manage your sales pipeline, create email sequences, send bulk emails with personalization, create web forms, and build custom fields and groups for customer info.
Less Annoying CRM
You can guess by their name what the goal of Less Annoying CRM (LACRM) is. The company out of St. Louis is a simplified CRM that is well suited for small businesses.
They offer industry templates for those in real estate, non-profit, insurance, financial planners, and more.
LACRM helps you keep your contact info organized, syncs your calendar and email, allows you to create tasks, and simple customization capabilities.
Zoho helps businesses with a variety of apps: CRM, desk, mail, analytics, and books.
You can host your business email on a secure, encrypted, privacy-guaranteed, and ad-free email service.
The CRM helps businesses engage with their customers on a variety of channels, provides strong visibility for analytics, and allows you to automate workflows.
Zoho is an all-in-one solution for enterprise and small businesses in a multitude of industries.
Salesforce is the top grossing CRM platform by revenue. The robust platform includes a range of tools and integrations for sales, marketing, customer service, commerce, and collaboration, all designed to work together to help businesses grow.
Salesforce provides tools for lead generation, lead management, email marketing, social media marketing, and more.
Customer service can be improved by managing customer interactions, tracking customer feedback, and analyzing customer data.
E-commerce: Salesforce provides tools for building online stores, managing orders and payments, and analyzing customer data.
Team communications can be streamlined with Salesforce chatter, email, and file sharing.
HubSpot provides a suite of tools and services to help businesses attract and engage customers through inbound selling. The platform consists of hubs for marketing, sales, customer service, content management, and operations, all designed to work together to help businesses grow.
HubSpot helps businesses manage email marketing, social media marketing, SEO, content creation, and more for marketing automation.
When it comes to sales engagement, they offer tools for lead generation, lead management, sales forecasting, and more.
HubSpot allows users to manage customer interactions, tracking customer feedback, and analyzing customer data for servicing customers.
Pipedrive is a sales and email software that allows you to track and manage leads, deals, and opportunities through the sales process.
Their pipeline management system gives you visibility to forecast future sales and revenue.
The CRM allows you to set activity reminders, segment leads, view contact history, build web forms, and they also offer an add-on chatbot feature to capture more leads.
Freshworks is similar to Hubspot in that they have a variety of different products for sales, marketing, and services teams. They also provide other solutions for chat to drive conversational engagement and an IT service management tool.
Some of the key features of the Freshworks platform include analytics, messaging channels, and custom objects among others.
The platform integrates with a variety of different apps and tools to connect with your CRM.
Like Salesforce and Hubspot, they offer courses and certifications for Freshworks for partners and affiliates within their network.
No credit card needed. Try Salesdash for 14 days free.