9 Customer Relationship Management Tools That Businesses Should Not Overlook

9 Customer Relationship Management Tools That Businesses Should Not Overlook

Customer Relationship Management (CRM) is a crucial aspect of business success. It involves managing interactions with current and potential customers to improve customer satisfaction, loyalty, and retention. An effective CRM strategy requires the right tools to help businesses manage their relationships with customers efficiently. In this article, we will discuss the 9 best CRM tools that you should not miss.

1. Salesforce CRM:

Salesforce is one of the most popular CRM tools on the market and for good reason. According to a study by Nucleus Research, businesses that use Salesforce CRM saw an average return on investment (ROI) of 4:1. 

Also, Salesforce is a cloud-based CRM tool that offers a range of features for businesses of all sizes, including features such as lead management, sales forecasting, and customer service management.

Key Features:

• Lead management: Manage leads and track their progress through the sales pipeline.
• Sales forecasting: Predict future sales based on historical data and trends.
• Customer service management: Track customer service requests and resolutions.

Top Benefits:

• Customizable: The tool offers extensive customization options, allowing businesses to tailor it to their unique needs.
• Wide range of features: Salesforce CRM offers a wide range of features for businesses of all sizes and industries.
• Mobile app: The tool has a mobile app that enables users to access and manage customer data on the go.

Limitations:

• Steep learning curve: The tool has a steep learning curve, and it may take time for users to get accustomed to its interface and features.
• Expensive: Salesforce CRM is one of the most expensive CRM tools on the market, which may be a drawback for small businesses.

2. HubSpot CRM:

HubSpot is a powerful all-in-one marketing, sales, and customer service platform. Their CRM tool includes features such as lead management, deal tracking, and email integration. According to a survey by Capterra, 92% of HubSpot CRM users said that it helped them better manage customer relationships, and 89% said that it improved their sales process.

Key Features:

• Contact management: Organize contacts and track interactions with them.
• Email marketing: Send and track email campaigns to leads and customers.
• Analytics: Monitor performance metrics such as open and click-through rates.

Top Benefits:

• Free version available: The free version offers many useful features to small businesses with limited budgets.
• Integration with other HubSpot tools: Users can integrate HubSpot CRM with other HubSpot tools for a comprehensive marketing, sales, and service solution.
• User-friendly interface: The tool has an intuitive interface that is easy to use.

Limitations:

• Limited customization: The tool offers limited customization options compared to other CRM tools.
• No social media integration: HubSpot CRM does not offer social media integration, which may be a drawback for businesses that rely heavily on social media.

3. Zoho CRM:

Zoho is a comprehensive CRM tool that includes features such as lead management, sales forecasting, and marketing automation. According to a survey by G2 Crowd, 92% of Zoho CRM users said that it was easy to use, and 88% said that it helped them improve customer relationships.

Key Features:

• Lead management: Manage leads and track their progress through the sales pipeline.
• Marketing automation: Automate marketing campaigns to nurture leads and engage customers.
• Analytics: Monitor performance metrics such as conversion rates and revenue.

Top Benefits:

• Affordable: Zoho CRM offers affordable pricing plans for businesses of all sizes.
• Easy to use: The tool has an intuitive interface that is easy to use for both beginners and experienced users.
• Customizable: Zoho CRM offers extensive customization options to tailor the tool to unique business needs.

Limitations:

• Limited integrations: Zoho CRM offers limited integrations compared to other CRM tools.
• Limited customer support: The tool offers limited customer support options, which may be a drawback for businesses that require prompt assistance.

4. Pipedrive:

Pipedrive is a CRM tool that is focused on helping businesses manage their sales pipeline. It includes features such as deal tracking, lead management, and sales forecasting. According to a survey by Software Advice, 97% of Pipedrive users said that it was easy to use, and 91% said that it helped them improve their sales process.

Key Features:

• Sales pipeline management: Manage leads and deals through a customizable sales pipeline.
• Deal management: Track deals and their progress through the sales pipeline.
• Analytics: Monitor performance metrics such as conversion rates and deal values.

Top Benefits:

• User-friendly interface: The tool has an intuitive interface that is easy to use for both beginners and experienced users.
• Affordable: Pipedrive offers affordable pricing plans for businesses of all sizes.
• Sales pipeline visualization: The tool provides a visual representation of the sales pipeline, making it easier for users to track deals and their progress.

Limitations:

• Limited customization: Pipedrive offers limited customization options compared to other CRM tools.
• Limited reporting capabilities: The tool offers limited reporting capabilities compared to other CRM tools.

5. Freshsales:

Freshsales is a CRM tool that includes features such as lead management, deal tracking, and marketing automation. According to a study by Nucleus Research, businesses that use Freshsales CRM saw an average ROI of 4:1. Additionally, Freshsales customers saw a 45% increase in sales revenue, a 38% increase in sales productivity, and a 31% increase in customer satisfaction.

Key Features:

• Lead management: Manage leads and track their progress through the sales pipeline.
• Email tracking: Track email opens, clicks, and replies to gauge customer engagement.
• Deal management: Manage deals and track their progress through the sales pipeline.

Top Benefits:

• Intuitive interface: The tool has an intuitive interface that is easy to use for both beginners and experienced users.
• Affordable: Freshsales offers affordable pricing plans for businesses of all sizes.
• Integration with other Freshworks tools: Users can integrate Freshsales with other Freshworks tools for a comprehensive marketing, sales, and customer support solution.

Limitations:

• Limited reporting capabilities: Freshsales offers limited reporting capabilities compared to other CRM tools.
• Limited customization: The tool offers limited customization options compared to other CRM tools.

6. Insightly:

Insightly is a CRM tool that includes features such as lead management, project management, and sales forecasting. According to a survey by Capterra, 92% of Insightly users said that it helped them better manage customer relationships, and 90% said that it improved their sales process.

Key Features:

• Contact management: Organize contacts and track interactions with them.
• Project management: Manage projects and track their progress through completion.
• Analytics: Monitor performance metrics such as pipeline value and lead sources.

Top Benefits:

• Affordable: Insightly offers affordable pricing plans for businesses of all sizes.
• Customizable: The tool offers extensive customization options to tailor it to unique business needs.
• Integration with other tools: Users can integrate Insightly with other tools such as QuickBooks and Xero for a comprehensive business solution.

Limitations:

• Limited automation: Insightly offers limited automation capabilities compared to other CRM tools.
• Limited customer support: The tool offers limited customer support options, which may be a drawback for businesses that require prompt assistance.

7. Microsoft Dynamics 365:

Microsoft Dynamics 365 is a CRM tool that is part of the Microsoft suite of business solutions. It includes features such as lead management, customer service management, and marketing automation. According to a study by Nucleus Research, businesses that use Microsoft Dynamics 365 saw an average ROI of 4:1. Additionally, Microsoft Dynamics 365 customers saw a 30% increase in sales productivity, a 28% increase in customer satisfaction, and a 25% increase in sales revenue.

Key Features:

• Sales automation: Automate sales tasks such as lead tracking and deal management.
• Marketing automation: Automate marketing campaigns to nurture leads and engage customers.
• Customer service: Manage customer service interactions and track customer issues.

Top Benefits:

• Integration with other Microsoft tools: Users can integrate Dynamics 365 with other Microsoft tools such as Office 365 and Power BI for a comprehensive business solution.
• Comprehensive functionality: Dynamics 365 offers a comprehensive range of features for businesses of all sizes.
• Mobile app: Dynamics 365 offers a mobile app for users to access the tool on the go.

Limitations:

• Steep learning curve: The tool has a steep learning curve, which may be a drawback for businesses with limited technical expertise.
• Expensive: Dynamics 365 is one of the more expensive CRM tools on the market.

8. Agile CRM:

Agile CRM is a CRM tool that includes features such as lead management, marketing automation, and customer service management. According to a survey by Capterra, 91% of Agile CRM users said that it helped them better manage customer relationships, and 89% said that it improved their sales process.

Key Features:

• Contact management: Organize contacts and track interactions with them.
• Marketing automation: Automate marketing campaigns to nurture leads and engage customers.
• Analytics: Monitor performance metrics such as revenue and conversion rates.

Top Benefits:

• Affordable: Agile CRM offers affordable pricing plans for businesses of all sizes.
• Customizable: The tool offers extensive customization options to tailor it to unique business needs.
• Comprehensive marketing and sales solution: Agile CRM provides a comprehensive marketing and sales solution that includes contact management, marketing automation, and sales automation.

Limitations:

• Limited reporting capabilities: Agile CRM offers limited reporting capabilities compared to other CRM tools.
• Limited third-party integrations: The tool offers limited integrations with third-party tools compared to other CRM tools.

9.  Customized CRM developed by VNEXT Global:

VNEXT Global offers custom CRM development services to businesses of all sizes. The tool is tailored to the unique needs of each business and includes features such as contact management, lead management, and analytics.

Key Features:

• Customization: The tool is fully customized to meet the unique needs of each business.
• Contact management: Organize contacts and track interactions with them.
• Lead management: Manage leads and track their progress through the sales pipeline.

Top Benefits:

• Tailored to unique business needs: The tool is fully customized to meet the unique needs of each business.
• Comprehensive functionality: The tool offers a comprehensive range of features for businesses of all sizes.
• Scalability: The tool can be scaled as the business grows and evolves.

Final thoughts:

If you are looking for a trusted IT partner, VNEXT Global is the ideal choice. With 14+ years of experience, we surely can help you to optimize your business digitalization within a small budget and short time. Currently, we have 400+ IT consultants and developers in Mobile App, Web App, System Development, Blockchain Development and Testing Services. We have provided solutions to 600+ projects in several industries for clients worldwide. We are willing to become a companion on your way to success. Please tell us when is convenient for you to have an online meeting to discuss this further. Have a nice day!