Best CRM Apps – The best customer relationship management (CRM) applications can improve customer communication.
This is because CRM Applications aim to unify customer communication, service and sales, into one easy-to-manage and centralized platform.
This is mainly because customer relationships have become an important part of business operations, especially in the world of social media where reputation can make or break according to your customer experience.
That means having to be able to communicate clearly with customers through different channels, whether by phone, email, text, or in-person social posts. Apart from that, there is also a need to log all interactions to clarify customer history.
It’s not just about keeping customers happy, it’s also about ensuring that agent workflows remain efficient and KPIs are met, all of which can be monitored through built-in analytics and data reporting for project management.
But for all this, CRM applications don’t have to be complicated or expensive, and there are software providers out there who can provide some limited form of CRM for free, to help you try their system out and make sure it works for you.
Here are the best CRM software products on the market today.
1. Freshworks CRM
Affordable and easy-to-use CRM
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Freshworks CRM is a user-friendly platform focused on maximizing the productivity of your sales team. It includes a number of tools and features, such as a softphone with email integration, lead assessment, and workflow automation.
There are also a number of integrations for marketing and communications that you can add to it. Even the most basic plans, available for $12/£12 per month per user.
Includes lead, contact, deal, and account management, as well as visual sales funnels, automated lead scoring, SMS integration, and API access.
More advanced plans offer multiple sales paths, bulk email, multiple sequences, automated workflow processes, teams, lead assignment, smart match, custom roles, and advanced reports.
Enterprise-level features include advanced CRM customization, automated profiling, smart forms and event tracking, sales goals, IP whitelisting, and audit logs, among others.
Overall, despite having various features, Freshworks CRM manages to keep things simple and easy to use.
Reduces the need for training that can impact the platform. Plus, sales focus is a real power here, if you need it.
2. Insightly
CRM software with a project management focus
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Insightly is a powerful CRM with a strong focus on project management. In addition to managing the sales pipeline, you can define milestones, assign and assign tasks, attach files and notes, define schedules, create reports, and much more.
If you’re more interested in sales management, don’t worry – there are plenty of supporting features. Insightly offers good contact management, with social network integration and bulk email support.
You get tools to gather leads and track sales opportunities, and the system can be viewed and managed from the mobile app.
A suite of apps capable of enabling integration of most of the tools you already use, including G Suite, Outlook, MailChimp, QuickBooks, Slack, Dropbox, Evernote, and more.
The free account may be too limiting for many (‘bulk’ emails are limited to 10 per day), but it’s better than most competitors.
If you need more, Insightly offers a great range of commercial plans from $29 to $99 per user per month
3. Nimbke
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As a small business CRM social butterfly, Nimble aims to help users manage social contacts, teams and customers on one screen. All online conversations, including email, Twitter, Instagram, and Facebook, are easily visible with Nimble’s lightweight platform.
It’s also not difficult to manage. Nimble can go online automatically to collect useful data about your contacts, including their Facebook, LinkedIn, Twitter, and Google+ profiles.
The smart search tool allows finding the data you need on individuals, or sorting and filtering your contact list however you like.
Nimble also provides extensive task management, sales and marketing tools, and many integration options.
Google, a number of popular third-party apps, and management tools for Android, iOS, Outlook/Office 365, Google Chrome, Firefox, Safari and more.
Prices start at just $19 per month, if paid annually.
4. HubSpot CRM
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HubSpot CRM immediately stood out for its pricing model. No very limited ‘free’ plans, no other vast matrix of accounts to explore.
Instead, core CRM is completely free, and you only pay if you need to add additional sales or marketing modules.
That’s an attractive prospect when the budget is tight, and HubSpot handles the basics of CRM pretty well. You can build contact and company databases, log emails, assign tasks, and track deals.
And the system supports as many users and storage space as you need (up to a limit of 1 million contacts and companies.)Advertisement
Not all good news. HubSpot’s reporting tools are just average and you may need to integrate with the free version of HubSpot Sales.
To start getting functionality you’ll find elsewhere. But there’s also a lot to like about the service, and it’s definitely one of the best free plans.
5. Apptivo
Comprehensive CRM system
Apptivo is a comprehensive CRM that provides an easy way to manage contacts, schedules, notes, communications, tasks and more. Not only that.
Even free accounts get project management tools, invoicing, forecasting, basic purchase order tracking, field service management, and a help center, although it only supports a maximum of three users.
The $8 Premium account offers more storage (3GB per user, up from 500MB for the free account), and lots of valuable extras.
From bulk email, ecommerce integration, standalone business apps and Google Drive, Calendar, Tasks, PayPal and Dropbox integration. Upgrade to the Ultimate plan for $20 for more campaign data and email, as well as priority support.
This type of power comes with a bit of a hassle, especially if you’re new to this type of plan. It doesn’t take long to master the basics, and the system is so configurable that you’ll be quick to set it up to fit your needs.
6. Zoho CRM
Flexible CRM solution
Zoho CRM is a flexible solution with a long list of features: leads, contact management, social media integration, tasks, marketing and sales automation, web forms, and more.
If that’s still not enough, the system can be integrated with many other Zoho products, including customer support, project management, and web forms.
The Zoho mobile app provides access to this data, and helps you collect it. There are tools to find leads on a map, log calls, create voice notes, record your customer visits, and much more.
Zoho’s free plan is attractive, with handy Google Calendar integration and support for up to 3 users, but be sure to read the full product comparison.
There are a lot of limitations, and to really compete with the other products here, you’ll have to spend a lot more on the Professional plan.
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