For a CRM that integrates directly into Gmail and other Google Workspace apps, check out Streak. It’s inexpensive and offers sales tools that help small businesses organize client emails, track leads, and manage sales processes.
The comprehensive platform allows teams to streamline sales processes and eliminates the need for jugging multiple tools. It also enables companies to track important real-time marketing metrics and see results quickly.
Pipedrive
Pipedrive is a powerful lead management tool that lets you organize your sales pipelines, offers workflow automation and has a great collection of tools for email marketing. Its sales reporting is easy to understand, so you can quickly analyze and visualize key performance indicators.
Its ease of use makes it particularly suited to small businesses who are turning to CRM software for the first time. However, it is missing some features that a growing business needs, such as call tracking, website lead generation tools and automated follow-ups. Also, its UI can be a bit sluggish at times. However, this is a minor con.
HubSpot
HubSpot is a user-friendly CRM with an intuitive system that automates the small tasks that can slow down sales teams. Its top-rated customer service helps users quickly resolve any issues.
Unlike some competitors, the company’s free tools are fully-featured. This allows marketing and sales departments to adopt the system without having to invest in costly upgrades.
The software offers a selection of role-based tools that serve marketing, sales, customer service, productivity and finance. These are grouped into ‘Hubs’, making it easier for teams to find the tools they need.
A new addition to the suite is a help desk and ticketing tool. This eliminates the need for teams to send “what time works best” emails and streamlines conversations with customers.
Agile
Agile methodologies offer great flexibility in meeting customer needs. They allow teams to adjust their work processes as they go, and they promote collaboration with customers through iterations. They also allow for more frequent releases, so that companies can respond to market changes quickly without derailing a year’s worth of plans.
Less Annoying CRM is an easy-to-use solution that offers contact and lead management, project management features, activity reminders and email integration. Moreover, its sales pipeline feature allows you to customize the workflow to match your sales cycle, and the opportunity management tools let you identify possible future sales. It also offers automation features to reduce data entry and routine follow-ups.
Creatio
Creatio combines a CRM platform with low-level workflow automation. Its automated processes include recruiting and onboarding; sharing, verifying and approving documents; extracting data for analytical reports; tracking sales orders and shipments; and handling support cases, among others.
The CRM also comes with an integrated marketing system. It has email templates and can send mass emails to prospects based on their behavior. There are also advanced features like automated email triggers that send emails if prospects don’t open them after a certain number of days.
Sales Creatio focuses on shepherding leads through the sales pipeline. It allows you to customize the pipeline to match your company’s sales approach and offers simple tools for organizing and tracking orders, billing contracts, and documents.
Zoho
Zoho is one of the most legit CRM makers out there, with a wide range of apps for marketing, sales, support and more. Its lower tiers are perfect for small businesses, while its higher tiers work well for growing startups.
Its features are a bit more advanced than some competitors, including email marketing and a variety of analytics. It also has some pretty cool tools like customer segmentation and webforms.
It gets solid reviews across online communities and has a number of different pricing plans to suit any budget. Its lowest paid plan offers basic contact and deal management for up to three users.
Freshsales
Freshsales is easy to use and affordable for small businesses, though it also offers advanced features. Its most popular feature is its lead management system, which can identify and prioritize leads based on engagement. It also includes a chatbot called Freddy, which can reduce first-response time and help manage conversations with prospects.
Its free plan offers basic contact and account management, sales pipelines, and built-in phone features, while its paid tiers offer AI-powered insights and two-way email sync. Its customer service is responsive and helpful, according to reviews.
Users like how it provides detailed information on accounts and deals, as well as a flexible dashboard for customization.