Table of Contents
Introduction
CRM software is designed to help corporations with seamless and unique experiences. CRM stands for Customer Relationship Management. It keeps sales track, provides a picture of customer relationships, and collaborates with different teams. There are around 40% of brands across the globe integrated with CRM software. Most brands using CRM have recorded a tremendous increase in customer and sales retention.
CRM helped them with customer support and built engaging relations with their customers. If you own or manage a business and are tired of managing customer relationships, then CRM software suits you. It can help you connect with different departments, from marketing to sales and customer services. In this blog, we will discuss the types of CRM software and try to find a suitable one for your business among the top 5.
Types of CRM Software
There are five different types of CRM software.
Operational
Operational CRM helps to manage customer data for marketing campaigns and other business operations.
Analytical
This type of CRM is used for data visualization, giving the best insights about customer and their interactions with the brand.
Collaborative
It can help a business to interact with distributors and vendors based on the shared data.
Campaign Management
Campaign management CRM manages marketing campaigns by using the contact information stored in the system.
Strategic
Strategic CRM software puts customers first; you use customer information to make decisions.
Top 5 CRM Software
Freshsales
Freshsales is the by-product of Freshdesk. It is helpful to track connections for solving business problems. The platform has a section for sending professional emails using different built-in templates. Freshsales can quickly contact the business records to export them. It has a feature to monitor the history and make calls automatically. It is a cloud-based app that can filter and arrange dates, keeps the difference in bestsellers, and makes changes. You can analyze gains and losses using drag-and-drop navigations. Freshsales provides you the complete control over events.
Freshsales CRM Interface
Prominent Features of Freshsales CRM
- Synchronize calendar
- Personalize templates
- Activity reports
- Call logs
- Sales campaigns
- Email Scheduling
- Display and records calls
Pros and Cons of Freshsales CRM
|
Pros |
Cons |
| Trend line reports | More integrations are needed |
| Revenue analytics | Expensive plans for full access |
| Pipeline dashboard | Multi-language not supported |
| Mobile integrations | – |
| Sales activities reports | – |
| Customize sales process | – |
Pricing
- Trial: Free
- Sprout: Free forever
- Blossom: $12/user/month
- Garden: $25/user/month
- Estate: $49/user/month
- Forest: $79/user/month
Pipedrive
Pipedrive helps web developers and salespeople for organizing their business leads. It displays sales according to sales stages and provides the growth of your sales team and deals to get leads. It performs like a personal sales manager and gives you an overview of the sales page, which helps to get the best deals. Add a deal button in the deals section and enter the details in the dialog box, like steps, planned activities, end expectancy dates, and related organizations. It uses customizable Web Procedures to get contact information and put it on the operator’s website or newsletter.
Pipedrive CRM – Interface
Features
- Full customization
- Email integration
- Reporting
- Contact addiction
- Google Calendar
- Powerful API
Pros and Cons of Pipedrive CRM
|
Pros |
Cons |
| Sales reporting | Slower in loading page |
| Google maps | No trend line reports |
| Timeline view | – |
| Multi-language | – |
Pricing
- Trial: Free
- Essential: $15/user/month
- Advanced: $29/user/month
- Professional: $59/user/month
- Enterprise: $99/user/month
NetSuite CRM
NetSuite CRM software is an advanced platform that can help enterprises to catch 360-degree views of their customers. It includes automated features for partner relationships, marketing, and other functionalities like customer service management. It can provide you the details of contacts like call or email history. NetSuite offers its services to customers, suppliers, and partners simultaneously. The platform can manage sales forecasts, commissions, quotes, and customer relationships. NetSuite leads to order, opportunity, upsell, renewal, fulfillment, cross-sell and support.
Netsuite CRM – Interface
Features
- Email tracking
- Sales forecasting
- Lead management
- Campaign management
- Opportunity management
- Customer service management
- Time tracking
Pros and Cons of NetSuite CRM
|
Pros |
Cons |
| Real-time dashboards | Implementation lacking |
| Marketing automation | High cost |
| Analytics and reports | – |
| Mobile apps | – |
Pricing
- Quote-based Plan: Contact the provider
HubSpot CRM
Hubspot CRM is a platform that facilitates salespersons to start working without shifting their workflow. The platform connects you to where you are willing to generate sales, such as email service providers, social media profiles, and telephone calls. HubSpot CRM organizes, monitors, and forwards your sales in the next direction. It offers unlimited storage with up to one million contacts and customers. The software enables you to meet the requirements of B2B, B2C, and individuals. You can attach this software to any ecosystem quickly, saving time in managing customer documentation with the help of tools. The user-friendly interface can link email accounts with a single click without training.
HubSpot – Interface
Features
- Taskboard
- Customize views
- Drag and drop communicator
- Phone integration
- Email integration
- Company database
- Social media
- Email connections
- Website Visitors
Pros and Cons of HubSpot CRM
|
Pros |
Cons |
| Scheduling | Lack of customization |
| CRM details | No marketing automation |
| Tracking | – |
| Sidekick addition | – |
Pricing
- Trial: Free
- Free: $0
- Starter: $50/month
- Basic: $200/month starting
- Professional: $800/month starting
- Enterprise: $2,400/month starting
Monday
Monday is a CRM platform that allows you to manage and organize customer data, integrations, and processes according to your needs. An integrated contact form lets you capture leads and perform the task automatically. However, you can do it manually to meet your requirements. The platform enables you to import leads with the help of different tools.
monday.com – Log In
Features:
- Session Management
- Advanced Account Consents
- Automating multiple actions
- Provides an Audit log
- HIPAA Compliance
- Build and customize the dashboard as per requirements
- Sales, processes, and performance overviews
- Automates repetitive tasks
Pros and Cons of monday.com
|
Pros |
Cons |
| User-friendly interface | It does not provide a free plan |
| All in one solution | Toggling between the views is difficult |
| It fits your sales workflow | – |
| Advanced search capabilities | – |
| Private board features | – |
| Allows tracking | – |
| Provides chat view | – |
Conclusion
With the growing pace of data, business management is becoming challenging and complex. Major brands invest much in management workshops to meet the day’s requirements. CRM software in business management is an attempt to ease business operations. CRM software is beneficial in dealing with customers and planning strategies accordingly. There are many CRM service providers for online businesses. Those mentioned above are some of the top CRM software in the market. You will have to understand the needs and plans of your business to choose a relevant one.
Check out the uses of cloud computing in the business sector.