- Free Version: Available for teams of up to 10
- Pricing: Premium plan $24/seat/month (with free 30-day trial period)
- Platforms supported: Available as a mobile app (iOS and Android) or a web-based software
Why Use SafetyCulture?
SafetyCulture is a powerful tool for building a Customer Relationship Management (CRM) system that perfectly fits your needs. This platform gives you a bird’s eye view of your operations and allows you to dive deep into the data to gain new insights on your customer relationships. With SafetyCulture, you can audit processes with digital checklists, gauge current customer satisfaction, usage, and service quality.
Features:
- Gather customer relationship data with specialized customer-centric checklists that allow you to identify good practices and points of improvement.
- Generate reports on audits and customer interactions to keep a digital record and promote transparency.
- Dive into the data to find ways to optimize current CRM processes.
- Centralize workflows by streamlining operations with other CRM software options through Integrations.
- Build a capable staff by training them in the best practices for CRM directly on the platform.
Why Use Zendesk?
Zendesk is an intuitive and effective CRM tool designed to streamline the sales process and enhance customer relationships. It features powerful task management, robust sales tracking, and seamless integrations with other essential business tools, making it a valuable asset for any sales team.
Features:
- AI chatbots
- Sales reporting and analytics
- Integrations with other sales software
- Free Version: No
- Pricing: Starts at $19/agent/month, billed annually (with a free trial)
- Platforms supported: Web, iOS, Android
Why Use Zoho CRM?
Zoho CRM is a comprehensive platform that stands out for its customization and robust feature set. It offers tools for lead management and AI-driven insights, enhancing the efficiency and effectiveness of sales and marketing efforts.
Features:
- Contact and lead management
- Workflow automation
- Omnichannel communication
- Free Version: Yes
- Pricing: Starts at $14/user/month, billed annually (with a free trial)
- Platforms supported: Web, iOS, Android
Why Use Apptivo?
Apptivo offers a great CRM solution for streamlining business processes and enhancing customer management practices. It offers a high level of customization and integration, allowing businesses to tailor the platform to their specific needs and improve their relationship with their clients as they see fit.
Features:
- Sales automation and cycle tracking
- Document management plugins
- Lead opportunity scoring
- Free Version: No
- Pricing: Starts at $15/user/month, billed annually (with a free trial)
- Platforms supported: Web, iOS, Android
Why Use Agile?
Agile is a platform designed to streamline CRM for small to medium-sized businesses. Its robust features, including marketing automation, sales tracking, and customer service tools, make it an excellent choice for businesses looking to improve efficiency and enhance customer engagement.
Features:
- Contact management
- Calendar sync
- Marketing and sales automation
- Free Version: Yes
- Pricing: Starts at $8.99/user/month, billed bi-annually
- Platforms supported: Web, iOS, Android
Why Use Salesforce?
Salesforce stands out due to its comprehensive suite of tools designed to enhance CRMt. Its lead scoring, contact management, and advanced automation provide businesses with the capabilities to streamline sales processes and improve customer interactions.
Features:
- Customizable reports
- Desktop sharing
- Real-time call transcription
- Free Version: No
- Pricing: Custom pricing
- Platforms supported: Web, iOS, Android
Why Use Hubspot?
HubSpot is a powerful, user-friendly platform designed to streamline CRM for businesses of all sizes. It comes with features for email marketing, lead generation, and sales automation, all of which enhance customer interactions and improve sales processes.
Features:
- AI-powered email marketing
- Lead generation
- Meeting scheduler
- Free Version: Yes
- Pricing: Custom pricing
- Platforms supported: Web, iOS, Android
What is CRM Software?
CRM software, or Customer Relationship Management software, are digital platforms that help businesses manage, analyze, and improve their interactions with current and potential customers. These tools consolidate customer information into a single database, enabling companies to track customer activities, streamline processes, and enhance customer service interactions.
Importance
The right CRM software can completely change the way businesses handle customer interactions. These systems provide valuable insights into customer preferences and behaviors, enabling personalized marketing strategies and targeted communications. With CRM software, businesses can anticipate customer needs and address them proactively, ensuring a smoother customer journey and reducing churn rates.
Additionally, CRM software significantly enhances communication and collaboration within a company. By having a centralized platform where all customer-related data is stored, different departments can access updated information in real-time. This synchronization eliminates redundancies, speeds up processes, and ensures that all team members are on the same page, ultimately driving increased productivity and efficiency.
Key Features
Different platforms come with their own unique feature sets. While it’s important to choose platforms based on your specific needs, there are still some features that are must-haves when using CRM software. These features include:
- Contact and contract management
- Sales management
- Interaction tracking
- Lead management
- Workflow automation
- Reporting and analytics
- Customer support
- Email integration
How to Choose the Right CRM Software
Having a tough time finding the right software? Here’s a quick breakdown of all the options featured above to help you compare the choices:
| CRM Software | Free Version | Paid Plan | Mobile App |
| SafetyCulture | Yes | $24/user/month* | Yes |
| Zendesk | No | $19/agent/month* | Yes |
| Zoho CRM | Yes | $14/user/month* | Yes |
| Apptivo | No | $15/user/month* | Yes |
| Agile | Yes | $8.99/month** | Yes |
| Salesforce | No | Custom pricing | Yes |
| Hubspot | Yes | Custom pricing | Yes |
* billed annually
** billed bi-annually
Leon Altomonte