CRM systems SMBs should know
Customer relationship management isn't something that only large enterprises can afford to do. No matter how many workers you employ, leveraging data to ensure your customers are happy - and that your workers are productive – is essential. We've put together a list of CRM systems for small and mid-size businesses in order to help you be more informed during the implementation process.
Price: Starts at $20 per month for unlimited users. A free 30-day trial is available.
As a cloud-based CRM social platform, Batchbook keeps track of important customers and deals. Batchbook Social CRM features contact details management, social integration, a to-do list, advanced searching, list building and reporting tools.
Batchbook provides users with multiple ways to learn about customers, how they relate to each other and what additional steps must be completed in order to close the deal. Batchbook's Task System assigns tasks to team members, identifies contacts that haven't corresponded in awhile and notifies the team about who's reaching out to contacts to avoid redundant communication.
Perhaps Batchbook's most useful feature is its easy access to communication history with customers. Users can automatically record emails, attach notes to a conversation and chat with colleagues about contacts.
Price: Most basic plan is free. Professional plan is $12 per user per month.
Capsule CRM's straightforward, clean and user-friendly interface is a great option for the new CRM customer. With just five icons, users can view upcoming tasks, new contacts, the sales pipeline, open cases and calendars.
Capsule CRM's integration with Google Apps is flawless. When a user adds a contact to Capsule CRM, their details will automatically get added to the Google address book. Additionally, Capsule CRM keeps a record of communications between the user and a lead or existing customer. With Google Apps, users can either utilize the Gmail gadget provided by Capsule to save communications, or send the email within Capsule.
Price: BizPro for small business starts at $7.42 per month. A free 14-day trial is available.
Web-based ContactMe is an intuitive, easy-to use CRM solution. It offers a variety of useful features including notes and email forwarding, calendars, reminders, and reporting tools such as graphs and data charts.
With many small business owners juggling emails, spreadsheets and other documents in order to manage contacts, ContactMe allows users to easily consolidate and sort contacts. Users can update their contact lists from one location and organize contacts into categories such as lead, potential and existing customer.
Price: Starts at $199 per month for up to three users.
Infusionsoft offers a long list of perks for small businesses. Infusionsoft combines management, CRM, marketing automation and e-commerce into a single online system, making it an easy way to grow sales.
Need to get organized? Infusionsoft allows users to keep track of contacts, appointments and tasks and in one place. Users can also access Infusionsoft from any computer with an Internet connection and work from anywhere.
Infusionsoft also streamlines processes by automating lead capture and email follow-up, helping users attract more leads and turn them into customers. Ecommerce tools also manage online stores, inventory, fulfillment and billing from a single system, ensuring customers are satisfied with their transactions.
Price: Most basic plan is free. Standard plan is $7 per user per month. A 14-day trial is available.
Insightly is a powerful tool that helps users manage contacts, organizations, partners, vendors and suppliers. Users have access to contacts' background, email history and event calendars. Insightly's integration with social media also allows users to identify all social media profiles related to a contact's email address.
Mobile Insightly apps allow users to add tasks, view contact details, log calls, or check a project status of a project. Android and iOS apps are available in addition to native mobile applications that do not require a download.
Price: $129 per user per month. Free trials are available.
As the only cloud solution that delivers a real-time 360-degree view of the customer, Netsuite CRM+ offers a seamless flow of information across the customer lifecycle – from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.
NetSuite CRM+ powerful dashboard provides quotes, order management, sales forecasting and integrated Ecommerce capabilities. Plus, it's versatile. Android, BlackBerry and iPhone users can access the latest business reports and calendars. On social media, NetSuite CRM+ integrates with solutions such as Yammer and Qontext using its Suite Social Platform. Microsoft Outlook and Google Apps are also supported within NetSuite CRM+.
Price: Business plans start at $15 per user per month. A free 14-day trial is available.
As the social butterfly of small business CRM, Nimble aims to help users manage social, team and customer contacts on one screen. All online conversations, including email, Twitter, Skype and Facebook, are easily visible with Nimble's lightweight platform.
Nimble's team collaboration feature allows users to see pending tasks and who is working with each contact. Users can also view all conversations that have occurred with a contact and team member, making it easy to delegate and schedule tasks and meetings.
Having trouble juggling important dates and deadlines? Nimble's Daily Digest helps keep your days on track, informing users of new social engagement opportunities related to birthdays, job changes and upcoming meetings.
Price: Starts at $39 per user per month. A free 30-day trial is available.
Specifically designed for small- to medium-sized businesses, Sage CRM is easy to install, manage, learn and maintain. With more than 12,000 organizations users in 70 countries, Sage CRM is a popular solution for businesses.
The interactive dashboard helps sales teams monitor their opportunities, manage calendars and tasks, and identify networking opportunities from LinkedIn. In addition, Sage CRM's analytical tools help users identify the sales opportunities that exist within the customer database.
Sage CRM's native apps for iPhone and Windows 8 devices provide real-time data to help users manage business and customer relationships from anywhere.
Price: Packages start at $25 per user per month. A free 30-day trial is available.
Popular CRM provider Salesforce offers the same high quality solution for small business as it does for the large enterprise. Salesforce Small Business CRM provides an easy-to-use interface to manage leads, prospects and existing customers. The fully customizable Salesforce Dashboard gives users a comprehensive view of their sales processes and activities.
The Salesforce Contacts feature allows users to organize contacts and keep a detailed history of all interactions. From the moment a contact is added to the system, users can simply click on an individual's name to bring up contact details and histories. The pipeline section helps sales teams visualize where contacts are in the sales process.
Price: Free for entrepreneurs. Starts at $12 per user per month for other small businesses.
Zoho CRM is a flexible solution for small business owners focused on identifying and winning new customers with features such as sales tracking and social profiles. For users on the go, Zoho CRM is available in a mobile edition for iOS, Android and Blackberry operating systems.
The Opportunity Tracking Tool provides a detailed explanation of where a customer is in a sales cycle, past deal sizes and contact histories. Competitor information is also available and can provide vital insight on how to retain customers.
Google service synchronization is also available with Zoho CRM. Small businesses using Google Apps and Google Drive can easily synchronize Google Mail in addition to accessing other information within the Zoho CRM system.