If you’re a small business owner, one of the most important factors to your company’s growth is your customers – acquiring them, retaining them, and keeping them happy. That can become quite a task to manage, especially with smaller teams.
Lucky for you, there are technological advancements that can make it easier for your employees to manage the day-to-day customer interactions and provide them with a better experience.
Customer Relationship Management (CRM) software is the most important investment you can make in your life and your customer’s life.
Finding the “perfect” customer relationship management software can be like trying to find a needle in a haystack. There are thousands of cutting edge options available in the market, but as a small business, you need to make sure the option you decide to go ahead with offers the following features:
The software you buy needs to give you the flexibility to add any type of information you need to while creating new contacts. Features like enough storage space big enough for at least several hundred contacts and custom fields to add different information are must-haves.
CRM software should be easy to understand so your entire team can use them efficiently, especially when it comes to basic functionality like adding new information or accessing old customer records.
The ease of managing and tracking deals offered by software can make or break their performance. It always helps to be able to track your sales using a visual pipeline with customizable stages.
CRMs that come with the ability to easily integrate with third-party apps always stand out against their competitors.
As a small business, you’re likely working with a limited budget. To help you find a CRM software that offers the best features, without burning a hole in your pocket, we have created a list of our top favorite softwares that you can use for free:
EngageBay: provides an all-in-one business capability
Bitrix24: a good fit for businesses with many users and contacts
Zoho: good for scaling businesses
Insightly: works well for project management
Capsule CRM: easy-to-use for the entire team
Agile: CRM that offers free marketing capabilities
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