Why Your Business Needs a CRM Software?

Running a business of any kind means dealing with a number of customers, clients, leads, and potential customers. Performing all your communications on separate applications, platforms, or emails will result in your business falling into total chaos. Customers and potential leads need a specific kind of engagement and communication to retain their interest in your business to ultimately help you boost your conversions and revenue. There are several reasons why your business needs CRM software; in this blog, we will discuss those reasons and provide you with our top three recommendations for the best CRM software that we promise will do wonders to your business.
 

Reasons Why Your Business Needs a CRM Software

To start with, CRM is short for customer relationship management, and great CRM software will help you nourish your customer relationships with a wide range of tools and features. Nourishing your customer relationships will help you build lifetime loyalty to your brand or business and extend your customer reach as word of mouth spreads about it.

1. CRM software will nourish your customer relationships

It does so by providing you with a unified communications platform where you can reach your customers, leads, and prospects from one place regardless of the channel they are using. There is more to that, though; CRM software can provide you with real-time notification over when your customer or lead has opened your email or clicked through it, so you can follow up and engage with them at the right time and retain their attention.

Moreover, CRM software will present you with all the information you need about the customer you are engaging with, so you keep your messages, calls, or email personalized. Speaking of customer information, CRM software will save you the burden of data entry as most can automatically capture a customer's information from their web forms, emails, and social media profiles.

To further boost your communications, some of the best CRM software pack a built-in phone system, which allows you to reach your customers and leads by phone with a click of a button. A built-in phone system will cut down your international call costs and provide your customers with local toll-free numbers. Providing your customers with phone numbers to reach your business will increase their satisfaction, as many people prefer to talk on the phone for a more personalized experience than emails or text messages.

Last but not least, CRM software allows a business to create multiple sales pipelines with a visual representation of their lead's journey down the sales funnel. Pipeline management will keep your team in the know over which stage a certain lead is at and what actions should be taken next to close the deal.

These are just some of the ways that CRM software can nourish your customer relationships. It can also do so much more to boost your business's efficiency with campaign management, workflow automation, analytics, and integrations. Below we will discuss these features and explain how they can improve your team's efficiency and productivity.
 

2. CRM software will improve your team's efficiency and productivity

The best CRM software packs a bunch of great features that will improve your team's efficiency and productivity. As we mentioned earlier, such features include the following:

• Workflow automation

Workflow automation will automate your manual and repetitive tasks, so you focus on what really matters. Workflow automation includes assigning tasks to your team, sending bulk emails or text messages, setting sequences and response triggers, sales and marketing automation, and much more.
 

• Analytics

Some of the best CRM software have a built-in AI that provides the business with predictive sales forecasts, in-depth performance insights, sales reports, marketing analytics, and so much more. AI-driven insights and data are valuable in providing you with a clear image of how well your business is running from all aspects and ultimately help you make smarter decisions.
 

• Integrations

A great CRM software plays well with others. You should take full advantage of third-party app integrations to connect your CRM with your other existing business software so that all your data is automatically synced with no double entries and easier access to all your data.
 

• Product Management

Product management is the unsung hero of CRM features; it allows you to add and integrate your products into the CRM software. You can customize product descriptions, tags, SKU codes, their different variations and offer your customers personalized quotes. Product management will help you associate products with a deal, which allows you to track their performance and generate reports based on their sales and popularity.
 

• Customization

Lastly, CRM software should allow you to customize their platform to your business's needs and your liking. Such customization includes creating as many deal pipelines and stages, creating custom fields for contacts, distributing user roles and controlling access, building custom reports, and so much more.

Again, these are only some of the great features that CRM software will help boost your team's productivity and overall business efficiency. Now that we have discussed why your business needs CRM software, let us present you with our top three CRM recommendations that we promise will do great things for your business.
 

Best CRM Software Recommendations

1. Monday.com CRM

Monday.com CRM is our top recommendation for one of the best CRM software you could use for your business. It is a leading project collaboration and communication platform that offers feature-rich solutions and a hefty number of integrations.

Some of Monday.com CRM's features include the following:

• Exportable contact database
• Customization
• Total visibility
• Mobile-optimized
• Lead/Pipeline management
• Prospect tracking
• Open API
• Customizations
• Project management

As for integrations, Monday.com CRM seamlessly supports multiple third-party app integrations to boost your software's capabilities further. Such applications include Slack, Trello, Google Apps, Github, Zapier, Dropbox, and so much more.

Monday.com offers five subscription plans, each comes with a set of features, and the Enterprise plan is the fully-featured CRM package. Here is a brief of the plans and their pricing:

Individual plan: Free forever

This plan includes:

• Unlimited boards to organize your data (projects, clients, processes, and so on)
• Unlimited docs to collaborate with your team in real-time
• +200 templates you can choose from and can be customized to your needs
• Over 20 column types
• Android and iOS apps
• This plan has a 500 MB file storage
   

Basic plan: $8/user/month

This plan provides you with everything in the Individual Plan, plus:

• Lead, contact, and deal management
• Unlimited visual sales pipelines
• Unlimited contacts
• Unlimited custom fields
• Unlimited free viewers
• Full mobile CRM
• Document management
• Full API access
• 5 GB of storage
   

Standard plan: $10/user/month

The Standard plan is the most popular, and it allows having unlimited users and packs everything in the Basic plan, plus:

• Timeline view
• Guest access
• 2-way email integration with Gmail or Outlook
• Sales analytics
• Mailchimp integration
• Sales goals and forecasting
• Calendar view
• Automations up to 250 actions per month
• Integrations up to 250 actions per month
• 20 GB file storage
   

Pro plan: $16/user/month

The Pro plan is great for big businesses; it includes everything in the Standard plan, in addition to:

• Customized notifications
• Marketing activity management
• Advanced permissions
• Time tracking
• Workflow and approval automation
• Advanced reports (dashboards with up to 20 boards)
• Private boards and docs
• Formula column
• Automations up to 25,000 actions per month
• Integrations up to 25,000 actions per month
• 100 GB file storage
   

Enterprise plan: Quote-based

The Enterprise plan, as we mentioned earlier, is the fully-featured CRM package; it holds everything provided in previous plans in addition to:

• Enterprise-scale automation and integrations
• Enterprise-grade security and governance
• Advanced reporting and analytics
• Multi-level permissions
• Tailored onboarding
• Premium 24/7 priority support
• A dashboard that combines up to 50 boards
• 1000 GB of storage

2. Zendesk CRM

Zendesk is our second pick for the best CRM software you could find. It offers inclusive features and capabilities that will help your run your business better and convert more leads. Zendesk offers more than just CRM software. It also offers a ticketing system and a live chat messaging software that greatly goes along with it.

As for its CRM software features, Zendesk provides you with the following:

• Sales Email Intelligence
• Native Dialer (business phone system)
• Integrations and API
• Sales Reporting and Analytics
• Mobile CRM
• Sales Prospecting

Zendesk offers four subscription plans for its CRM software, and they are:
 

Sell Team plan: $19/user/month, billed annually

This plan provides you with:

• Email integration
• Up to 3 paid users
• 1 custom sales pipeline
• Built-in click-to-dial & call recording
• Fully featured mobile CRM
• Apps & integrations
   

Sell Professional: $49/user/month, billed annually

This plan packs everything in the Sell Team plan, plus:

• Email integration
• Unlimited paid users
• 1 custom sales pipeline
• Built-in click-to-dial & call recording
• Fully featured mobile CRM
• Apps & integrations
• Personalized bulk emailing
• Unlimited email templates
   

Sell Enterprise: $99/user/month, billed annually

The Enterprise plan includes the following, in addition to everything in the previous plans:

• Built-in click-to-dial, call recording, & power dialer
• Apps & integrations - PREBUILT & CUSTOM
• Personalized bulk emailing
• Unlimited email templates
• Sales goals & forecasting
• Unlimited custom fields
• Advanced call analytics
• Activity reports
• Advanced permissions
• Task automation
   

Sell Elite: $199/user/month

The Sell Elite is the full-featured CRM package that Zendesk offers, and it includes everything in previous plans, plus:

• Open API
• Rep performance reports
• Advanced sales insight reports
• Success insight reports

3. Salesmate CRM

Salesmate is our last recommendation for the best CRM software on the market. It supports a wide variety of business types and all sizes. Its CRM software is designed with inclusive capabilities and everything you may need to boost your business's performance and nourish your customer relationships.

Its key features include:

• Contact Management
• Sales Pipeline
• Sales Automation
• Text Messaging
• Built-in Calling
• Marketing Automation
• Google Integrations
• Customizations
• Product management

As for its plans, you are offered four subscriptions, and each comes with a set of features that you can know about in our full review.

Starter plan: $12/user/month or $144 billed annually

The Growth plan: $24/user/month or $288 billed annually

Boost Plan: $40/user/month or $480 billed annually

Enterprise: Quote-based