10 Best CRM Software You Need To Start Your Business
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      CRM Software

      10 Best CRM Software You Need To Start Your Business

      CRM Software
      17/10/22
      19' read
      17/10/22
      19' read

      What is a CRM software?

      A CRM (Customer Relationship Management) software is (mostly) a web-based system that collects, stores, and analyzes data on your customers — such as their contact details, preferences, orders, or any other data connected with them.

      It is a powerful tool that enables you to manage the entire lifecycle of your customers, from their initial contact, through relationship building and sales activities, to post-sale follow-up.

      In other words, it helps you to better understand your customers’ needs and interests so you can tailor your products to them.

      It’s common for companies to have multiple systems for managing customer information, but a CRM software provides a single interface that companies can use to interact with customers and see all related information in one place.

      CRMs are used by businesses of all sizes, from small to large. They’re especially popular among small businesses and startups because they allow you to easily track customer interactions and build relationships with them over time.

      Companies use CRMs both internally and externally, but they differ in purpose and functionality.

      Smaller companies may use an internal CRM to track client interactions and communicate with clients about upcoming projects; larger companies might use an external solution for this purpose as well.

      Benefits Of Using CRM Software

      A CRM solution can help you improve sales management, customer service, and marketing efforts by providing you with real-time analytics on each customer, product, or service that you offer.

      CRM software can also be used to improve processes such as marketing automation, sales force automation, and lead management.

      Some of the main benefits of using a CRM system:

      More efficient customer management. Using CRM software helps you track your customers more efficiently and keep them up to date on the latest information about their orders, packages, and other interactions with your business.

      Improved customer experience. CRM software can help you create a personalized experience for each customer so that they feel like an integral part of your company rather than just another number in your database.

      Improved productivity and efficiency. Having all your sales, marketing, and other business data in one place makes it easy to access relevant information at any time, which can improve productivity among employees and reduce errors that could result in lost sales opportunities or damaged relationships with customers.

      Manage your sales and marketing efforts more effectively. It helps you track marketing performance, leads, and contacts, and keep an eye on customer satisfaction.

      Improve customer relationships by generating more qualified leads for sales reps. This will help your sales team close more deals faster, which in turn will increase revenue for your company.

      Streamline the management of your customer base so you can focus on other important tasks without worrying about keeping track of multiple contacts or dealing with duplicate data entry.

      Better understand how customers interact with your brand through social media platforms like Facebook and Twitter. Using this information, you can personalize your offers and make sure they appeal specifically to every customer who interacts with your brand online.

      Types Of CRM Software

      Many companies use a combination of three CRM software types — operational, analytical, and collaborative — depending on their needs.

      1. Operational CRM

      It is designed to help companies manage their customer relationships by tracking data and interactions, like tracking and reporting on sales transactions within an organization. It provides real-time information about the status of each sale, including product details, customer information, and revenue. It can be used for sales, marketing, customer service, or product development.

      This kind of CRM software is most often used by businesses that have more than 10 employees or managers who run at least one or two divisions of a large company.

      2. Analytical CRM

      It is designed to analyze data from the rest of your business. It can be used by large corporations like banks or insurance companies that need to track trends in their insurance marketplaces or banking products. This type of software can also help organizations track sales performance by product line or geographic area.

      It’s often referred to as marketing-driven analytics because it helps organizations find ways to improve their marketing strategies over time.

      3. Collaborative CRM

      It helps organizations manage their relationships with customers, suppliers, and other stakeholders. It allows you to collaborate with other departments within your company and also lets you share data with outside parties (such as vendors). It helps teams communicate effectively so they can do more together than they could separately.

      How To Choose The Best CRM Software For Your Business?

      When it comes to customer relationship management software, there are a lot of options out there. But how do you know which one is the best?

      There are a few things to consider when choosing your CRM software, like:

      1. Third-Party Integrations

      Does the software work with your other products? Some CRM solutions work well with other products, while others don’t. If you have an online store and want to use your CRM software as well, make sure it has API integrations with your e-commerce platform.

      2. Needed Features

      What are some of the features that I can use? Do they have all the features that I need? Does the software have all the modules I need? These are important questions to ask before purchasing a new CRM solution.

      3. Desired Customer Support

      Does it provide me with the right level of support and customization options? You will want to make sure that if something goes wrong or if you want something changed, you will be able to reach their help desk and get support quickly.

      4. Cost

      How much does it cost? This is always an important question to ask when looking at different CRM solutions because pricing varies widely from one system to another.

      If you are just starting out in business and don’t have much experience yet, then try out some free CRM options first before committing to a paid version long-term.

      We’ve tested several good CRM systems to find the best CRM software for businesses of varied sizes.

      We narrowed down our choices by evaluating each product’s features, cost, ease of use, customer support, and integrations with other systems. We also looked at how easy it was to create new leads and track sales opportunities in each application.

      The following are the 10 best CRM solutions:

      1. Zoho CRM

      Zoho CRM is an online customer relationship software in the enterprise CRM market, adept with advanced analytics and robust automation tools, personalized solutions, and more.

      It aims at ensuring a smooth and effortless process of running a team of salespeople by creating efficient workflows between the departments.

      [Source]

      Therefore, this tool is ideal for SMBs that are facing issues with knowledge sharing between departments. It offers four plans — Standard, Professional, Enterprise, and Ultimate at monthly prices of $14, $23, $40, and $52 respectively.

      Pros

      Sustained Growth With Rich Analytics

      With Zoho CRM’s comprehensive analytics suite, you can monitor performances and routine processes via custom dashboards 24/7.

      With its predictive sales forecasting, you can forecast your revenue and assign targets for your team using real-time data.

      You can select patterns and trends in your sales data that can be visualized in charted form with the help of its easy-to-use interface.

      Maximum Productivity With An Intuitive Interface and Automation

      With Zoho’s intuitive interface, your team can perform more in less time. You can automate routine and repetitive processes such as sending emails to customers, following up with the leads, scheduling tasks, etc.

      Through the Zoho Developer space, you can also customize the actions based on your specific business requirements such as acknowledging your customers about their product delivery or dispatch through personalized SMS.

      With the help of an audit log and activity history, Zia can identify the patterns in your data for pre-built workflows suggestions. These suggestions can be deployed as they are or can be edited, thus help in saving your team’s time.

      Personalized Communication For Recurring Business

      Zoho’s CommandCenter allows you to provide your customers with a personalized brand experience. You can orchestrate and keep a track of your customers’ journey without compromising on their brand experience.

      With an omnichannel presence, you can give your customers a tailored experience by following up with them via Twitter, Facebook, Phone calls, SMS, emails, chats, etc.

      Cons

      Integration Limitations

      It requires a lot of technical skills to set up the platform and integrate it with other systems.

      For example, it is complex to integrate phone calls or email through the app as there is no direct integration available between Zoho CRM and other apps like Gmail or Microsoft Outlook.

      Also, the module needs customer support for customization.

      Subpar User Experience

      It has a steep learning curve and a clunky UI. The search and filter options can also be a bit clumsy at times.

      2. HubSpot

      HubSpot is a developer and marketer of software products dealing with customer service, sales, and marketing. Its CRM tools come packed with some exciting features, such as Reporting Dashboard, Deal Tracking, Company Insight, and Pipeline Management. It also offers several free features — Meeting Scheduler, Email tracking, Prospect Tracking, and Live Chat, and integrates with an email marketing platform like Moosend.

      [Source]

      Its enterprise CRM features software for marketing, content management, sales, and operations. HubSpot offers Starter (includes 1000 marketing contacts), Professional (includes 2000 marketing contacts), and Enterprise (includes 10,000 marketing contacts) plans at monthly prices of $45, $800, and $3600 respectively.

      HubSpot also offers an unlimited free trial with some key parameters, such as, it can be used by the entire team or organization without any restricted accessibility; you can save up to one million contacts in it; you can track your deals as well as store and analyze them.

      Pros

      Real-Time Tracking Of Sales Data

      With Hubspot’s visual dashboard, you can view your sales funnel in real-time. This allows you to access intricate reports on sales activities, individual performances, and productivity. These insights help track the team’s performance and expand growth opportunities. This tool is easy-to-use and saves your time with automated report updating.

      Frictionless Sales Process

      You can equip your team with HubSpot’s time-saving CRM tools which intimate your team when a prospect visits your landing page(s) or opens your email. This information can then be used to follow up with text, email, live chat, or a call at the most appropriate time.

      Also, this one of the top CRM systems automatically logs emails sent or calls made from a system and presents it in a timeline view as you access the contact’s record page.

      Customer-Centric Approach

      With HubSpot CRM, you can improve your customer relations with seamless interaction. This is made possible by gathering information about customers from various sources and storing their comprehensive details which may consist of personal information, purchase history, social media profiles, search behavior pattern, past interactions, etc. This serves your team with added efficiency and better sales.

      Robust App Ecosystem

      The HubSpot App Marketplace is home to over 1200 third-party apps that can all be integrated with your CRM software.

      This includes a bunch of free apps from Google, Slack, Zoom, and Facebook, as well as popular apps like Mailchimp, Zendesk, Oracle NetSuite, to mention a few.

      Cons

      Limited Customization

      The custom field has a stiff limit of 1000. Also, forms cannot be created with 3-tiers of logic (the forms cannot be reordered without the entire field deletion and reinsertion).

      Frequent Data Loss

      Data gets lost many times and is sometimes unretrievable.

      This means that you need to constantly monitor your lists in order to make sure that you’re not losing any contacts or leads. Also, the packages are a bit expensive if you want to gain access to some advanced features.

      3. Pipedrive

      Pipedrive is a cloud-based software with a customer relationship management tool that focuses on pipeline management.

      It allows you to efficiently organize your sales and offers with 350+ integrations.

      With its automated tools, you can lessen the human effort in the sales process, increase the number of deals, reduce the time consumed in closing a deal or increase the average value of the closed deals.

      [Source]

      Pipedrive offers four packages:

      • Essential (set up the simple sales process by getting organized) at $9.90/ user per month;
      • Advanced (easy-to-use email and automation for quick scalability) at $19.90/user per month;
      • Professional (everything needed to boost performance and revenue) at $39.90/user per month;
      • Enterprise (unlimited customization and excellent support) at $59.90/user per month.

      Pros

      Lead Management And Growth With Automation

      Pipedrive’s Sales Automation System allows you to automate repetitive administrative tasks with the help of dedicated software, app integration, and artificial intelligence. You can automate various steps of the sales process such as triggering personalized emails, moving a deal along the pipeline, and keeping the leads intact, etc. while staying focused on high-priority tasks.

      The Lead Management Software allows you to get more leads straight into your pipeline(s) with its features such as Leads Inbox, Web Forms, Web Visitors, Prospectors, chatbots, etc. It helps you easily manage your pipeline with customization, intuitive design, and readily available stats.

      This also helps you to create a customized product catalog, import leads, and deals, and get notified about idle deals to prevent deals from rotting.

      Efficient Email Tracking And Communication

      Pipedrive’s strategic CRM communication tool allows you to stay in contact with your prospects, create good brand awareness, engage with them and initiate contact at the most appropriate time.

      Its popular communication tracking features consist of:

      • Easy contact management by classifying the contacts into ‘people’ and ‘organizations’ categories. After adding, these contacts can be linked with the associated deals.
      • You can access the visual history of all the calls, emails as well as activities with a specific contact or deal. This helps you access the previous conversations before following up with the contact.
      • With Google Maps Integration, you can access the location of your contacts by city, state, or country.
      • Files can be attached to a particular deal or contact.

      CRM Reports And Insights

      Pipedrive’s Insights’ interactive dashboard allows you to recognize the winning pattern which can be used to optimize the workflow and marketing campaigns.

      Some of its catchy features:

      • customizable reports (helpful in tracking new deals, recurring revenue, custom metrics, and filtering/grouping results)
      • revenue forecast reporting (you can better strategize with a comprehensive overview of predicted revenue)
      • performance and conversion reports (access the number of leads created, archived, or converted into deals, and track the leads-deal conversion rate).

      Cons

      Issues With Multiple Deals

      It becomes visually overwhelming to extract the most vital deals when there are multiple deals in the pipeline. Also, it is not possible to link multiple email addresses to one account.

      Limited Support For Small Accounts

      Chat and phone support are limited for plans other than Enterprise. Even though Pipedrive is intuitive, frequent support can be required by the teams at work. Also, downloading leads can be a bit complex as you need to make sure that the settings are appropriate to get the desired leads.

      4. Salesforce

      Salesforce with its automated SaaS CRM platform and embedded intelligence allows businesses to connect with their customers and create leads. In a single integrated CRM software (Customer 360), it brings together all your IT teams, service, marketing, sales, and commerce.

      [Source]

      Salesforce CRM offers three packages — each available with a free trial:

      • Essentials (Sales and customer service tool at $25/user/month)
      • Sales Professional (Complete sales solution for all team sizes at $75/user/month)
      • Service Professional (Complete customer service solution for all team sizes at $75/user/month).

      Pros

      Focused On Small Business Growth

      With Salesforce’s Customer 360, you can find quality leads and more deals to keep your customers satisfied.

      You can scale by customizing:

      • Sales — With reports and dashboards, you can analyze what matters and create a personalized sales journey. The business processes can be automated and connected.
      • Service — The cases can be solved faster with the help of all the information available on a single screen. Customers can also resolve their issues using an in-depth knowledge base. You can also deliver personalized support and resolve issues on any channel of your choice.
      • Marketing — You can create email campaigns and with smart deal nurturing, you can close prospective deals. You can automate marketing and can also get real-time alerts about prospects.

      Smart Quote Management

      With the help of forecasting and productivity tracking, your sales and business processes are simplified. You can track the product(s) from your deal and it would automatically include its standard price, quantity, product code as well as the quoted price. The built-in quoting mechanism in Salesforce CRM automatically quotes the client data. It creates a PDF of the approved template which is sent to the customer via direct email.

      Automated Lead Assign

      With Salesforce’s CRM system, you can access updated contacts on the timeline. It intimates you about the original source of the lead, which acts like a quick leads converter tool. It segregates via lead scoring automatically and assigns the prime lead to the most appropriate executive.

      Cons

      Buggy Reporting

      The reporting feature available on its drag-and-drop interface can be slightly buggy. Also, redundancy has been observed in Lead and Contact objects, and marketing automation has syncing issues.

      Less Control Over CRM Upgrades

      Because of full reliance on the Salesforce database, you have lesser control over planned downtimes as well as CRM upgrades. Also, the pricing is slightly on the higher side if considered for small businesses.

      5. Microsoft Dynamics 365

      Microsoft Dynamics 365 Sales is a customer relationship management software, which allows you to access a full spectrum of the CRM with its seamless Dynamics 365 apps. It focuses on elevating customer experiences by connecting with the customer data across all teams.

      Small businesses which are looking towards growth and industry leaders who are looking for large-scale solutions can both benefit from this CRM tool.

      It helps with:

      • Boosting efficiency
      • Getting customer insights and a holistic view of the customers
      • Improving customers’ journey
      • Closing deals
      • Connecting sales and marketing

      [Source]

      Dynamics 365 has an array of plans in various business areas — Customer Data Platform, Sales, Service, Marketing, Commerce, and more, with each sector having different plans to offer. Also, it can be easily integrated with other Microsoft products.

      Pros

      Better Address Customer Needs

      By aligning sales with marketing, you get a better understanding of customer needs. This helps you address those needs through the right marketing channels. You can benefit from this by:

      • Determining the right messages/emails to send to the customers and the right time to deliver them.
      • Finding, prioritizing, and maintaining the appropriate leads — ensures a seamless journey from marketing to sales.
      • Connecting with prospective buyers at the right moment through their preferred channels.

      Determine And Predict Customer Preferences

      You can determine and predict customer preferences by combining customer service with sales. This helps you in turning your visitors → buyers → loyal customers.

      • You can get insights into the customer journeys and fulfill their expectations better.
      • The combination of these two tools helps you to provide mobile apps to your staff and customers.
      • You can offer an easy-to-use, self-service portal to your customers so that they can be in complete control of their data.

      Elevated Sales Productivity

      Your team can find and prioritize the right leads with this tool. This system helps with:

      • Predicting future sales.
      • Streamlining the sales journey from original contact to deal closure.
      • You can centralize customer data. This helps sales reps to use real-time information to deliver ideal solutions.

      Cons

      Clunky Contact Management

      Creating a new lead can be time-consuming as you are required to put its source and other details which makes the process annoying. Pulling information into spreadsheets can be cumbersome and requires a lot of manipulation to make it presentable.

      Also, importing contacts from LinkedIn can be complicated.

      Customizations Disrupt User Experience

      Due to multiple customizations available, managing users and permissions can be difficult. Also, on the report pages, the intuitive design is not simple enough for seamless navigation.

      6. Freshsales

      Freshsales is a sales CRM software by Freshworks that saves your team members from the hassles of juggling with the tools while making sales. This comprehensive tool allows you to boost contextual engagement and close deals. It also helps you to discover new leads, and manage multiple pipelines increasing your sales numbers.

      [Source]

      It offers one free and three paid plans: Growth at $15/user/month (powerful CRM automation tackling repetitive work), Pro at $39/user/month (manage multiple sales teams and grow revenue), Enterprise at $69/ user/month (advance customization, governance, and control).

      Pros

      Gain Customers With Event Tracking

      Freshsales lets you track your customer data to help you turn a customer from a mere visitor → a qualified lead → a loyal customer.

      The AI-powered assistant, Freddy, lets you have an expanded view of the ongoing deals and highlights the ones that demand your immediate attention, thereby assisting in deal management.

      Automated And Personalized Customer Experience

      This tool allows you to automate, personalize and schedule emails to connect with the right audience at the right time. With the built-in phone chat, you can engage with your prospects contextually on their preferred channel like phone, chat, or email.

      In-Depth Analysis of Sales Performance

      You can get an in-depth analysis by gaining insight into the sales performance. You can create custom reports and pre-schedule them to be delivered to your inbox.

      With the Mobile CRM, you can log calls, respond to the leads, and analyze dashboards from anywhere.

      Cons

      Poor Customer Support

      It is nearly impossible to find the error logs, which are supposed to be included in the email displaying errors. The customer support has been unable to fix such issues in addition to a bad service-provider-customer interaction.

      Lacks Basic Features

      Freshsales lacks some basic features that big names in the CRM market have such as basic navigation and organization on the screen. Also, the policy and pricing related to the contacts for marketing are quite limited.

      7. ClickUp

      ClickUp is a productivity-oriented CRM software that provides an all-in-one suite for people and project management.

      It has been built for teams of all types and sizes. It allows you to collaborate on any project, build an efficient workflow for your team, and manage development sprints and marketing campaigns.

      [Source]

      Apart from a free plan which is ideal for personal use, it offers four paid plans:

      • Unlimited ($5/user/month and ideal for small teams)
      • Business ($12/user/month, ideal for mid-sized teams)
      • Business Plus ($19/user/month, ideal for multiple teams)
      • Enterprise (customized plan, ideal for many large teams).

      Pros

      Swift Contact Management

      With ClickUp’s CRM views, you can quickly see clients and their orders. You can organize all your contacts in a list either on the Kanban Board or in the tables. It lends 10+ flexible views and lets you manage everything, beginning from the sales pipeline to the customer order(s).

      It also allows you to get an insight into customer data such as average deal size, etc. with its 50+ widgets which let you access the entire data on a single dashboard.

      Faster Customer Outreach With Email Integration

      You can increase your customer outreach by integrating emails with ClickUp which then helps in fast-tracking your communication with the customers. You can collaborate on deals, send personalized updates to your customers, or onboard customers with simple email integration.

      Quick Customer Onboarding With Pipeline Automation

      By automating the pipeline, you can efficiently collect customers’ information and onboard them in no time. Tasks are then automatically assigned at every stage of your pipeline, presented to you with status updates and priorities can be switched.

      In customer onboarding, you can streamline the intake process, create tasks with custom branded forms and organize the response data.

      Cons

      Can Be Glitchy

      ClickUp has shown poor work speed due to glitches in addition to filter malfunction. Some basic features like meeting schedules do not show up in the calendar. Also, in case of data cluttering, there is no notification to intimate the user to declutter the unnecessary data.

      Less Intuitive In Making Sub-Categories

      It is less intuitive when it comes to sub-categorizing work. Also, the security of the shared documents can be increased by creating password-based or time-based sharing ability.

      8. Salesmate

      Salesmate CRM enables you to grow revenue and relationships with a simple, productive, and personalized experience for you and your sales team.

      You can land more deals and make customers happy.

      With email campaigns, voicemail drops, bulk emails and texts, email tracking, and more, it helps you reach multiple prospects with a personalized approach.

      [Source]

      It offers four paid plans:

      • Starter at $12/user/month (helps you build and organize sales)
      • Growth at $24/user/month (helps in sales automation and deals closure)
      • Boost at $40/user/month (accelerates revenue growth)
      • Enterprise (customized plan — ideal for enterprise sales teams).

      Pros

      Well-Rounded Customer Tracking

      Salesmate offers 360-degrees contact management with easy import or capture of contacts or leads and better tracking of conversations and activity of the customer.

      It manages contacts by:

      • Importing contacts from Google, mobile (iOS and Android), or spreadsheets with the help of form integrations to create a reliable data repository.
      • With Clearbit integration, this tool automatically enriches contact data saving the hassles of manual entry.
      • The sales workflows auto-assigns tasks to the representatives.
      • It intuitively filters, segments, and searches contacts.

      Simple Sales Pipeline

      With its simplified pipeline, you can easily view the complex sales process and close more deals.

      It accomplishes this by:

      • Giving a clear visualization of deals across different stages of the pipeline.
      • Automating the creation of follow-up tasks and calls, and also setting auto-reminders for the deals at the required stages.
      • Quick filtering and sorting of deals by dragging and dropping from one stage to another.
      • Bringing together the notes, emails, and completed activities in the timeline of the deal.

      Smart Emails For Optimizing The Sales Process

      You can get insight into the performance of the sent emails for sales optimization.

      • You can sync Google, Outlook, or any other IMAP service, and send and receive emails directly in Salesmate.
      • You can know when the customer has opened your email.
      • Mail merge tags can be used to personalize the email templates instead of rewriting the same emails.
      • By measuring the opening rate and click tracking of the email template, you can optimize your conversion rate.

      Cons

      Troubled Syncing With RingCentral

      While trying to sync with RingCentral, re-authorization is required multiple times to be able to track and log call recordings. Also, it is hard to read the reports which are inaccurate most of the time.

      Redundant Notifications

      Multiple repeated notifications can be annoying. Also, when the data such as notes or activities is entered manually, the form remains open even post-submission.

      9. Insightly

      Insightly is a modern scalable CRM software that helps in keeping your current customer and prospective customer data in one place for productivity optimization.

      It is easy to set up and integrates conveniently.

      [Source]

      It offers three plans: Plus ($29/user/month), Professional ($49/user/month), and Enterprise ($99/user/month).

      Pros

      Sell Smarter To Build Long-Lasting Customer Relationships

      With Insightly, you can create long-term customer relationships by selling smarter and improving profitability. It is easily adopted across teams; it is customizable and integrates seamlessly with AppConnect; it is flexible and delivers better time-to-value ratio.

      Personalize Customer Journey With Insightly Marketing

      You can personalize your customers’ journey with Insightly Marketing. It enables you to attract visitors, turn them into prospective customers, and run efficient marketing campaigns. It is intuitive to use, offers multivariate testing and has flexible email templates. Also, it offers an enterprise-level segmentation and dashboard.

      Resolve Customer Issues Quickly With Insightly Service

      With Insightly Service, you can improve customer experience by solving their issues faster. This tool offers a convenient customer service portal. With SLA (Service Level Agreement) management, customer support is committed to the task of customer satisfaction.

      Cons

      Important Features Reserved For Higher Priced Plans

      Insightly provides workflow automation only for the high-tier plans. The free plan has very limited record and storage capacity. Also, the built-in dialer and call routine are available only as add-ons.

      Unexpected Deletion

      Insightly cannot hide older contacts. Also, sometimes deleting a task randomly removes the important notes.

      10. Workbooks

      Workbooks is a co-funded CRM and implementation that collaborates with your entire workforce with a single cloud-based system aiming to help you deliver high-quality customer service.

      With its co-funded implementation, it helps you to lower the cost and the risk of CRM project failure.

      [Source]

      It offers two plans: CRM at $39/user/month and Business at $79/user/month.

      Pros

      A Made-To-Measure CRM

      With Workbooks, you can generate more high-quality leads with marketing, quick finance invoicing, and exceptional support service. You can give a 360-degree view of your business to your teams, and build profitable and long-lasting customer relationships.

      Lots Of Room For Flexibility

      This CRM software is very flexible and allows you to set up reports and manage screens as per your preference. You can add custom fields or hide any irrelevant information.

      It helps with lead management and reporting on appropriate opportunities which can be passed on to the sales team.

      Automated Reporting

      Workbooks helps you with report automation. For example — you can send a weekly email to the sales team so that they are aware of their performance against the target.

      Also, its dashboard allows you to view the status of your sales pipeline, the team’s performance, or the businesses that need closure.

      Cons

      Multi-Currency Option Can Be Handled Better

      It does not show customer financial data from various regions. For example — Viewing the total in GBP without creating a report is not possible.

      Also, reporting on multiple currencies is difficult as the currencies need conversion into the base currency.

      Poor Management of Support Cases

      It is difficult to manage support cases in Workbooks as the support team sometimes moves the case to another platform. Also, it is difficult to add multiple contacts to a lead record.

      Wrapping Up

      Your CRM software can help you accurately track your sales cycle and your customers’ interests. You can run marketing campaigns by using customer data, and as a result, become profitable.

      A CRM system is not difficult to use, but investing time to understand it and selecting the one best suited to your business needs will give you, as a business owner, more value for your money and allow you to focus on the things that matter most in business management: generating leads, nurturing those leads and converting them into sales.

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