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The best CRM system is the one your team loves using the most. I would suggest you to sit together with your team, analyse your sales process and then identify the features you’d need the most. Based on this you can make a first selection and try out some solutions. Look for the best fit in terms of value for money.Small businesses typically benefit most from a tool that allows your sales team to focus on nothing but stepping up their sales game. This sounds like a no-brainer but most CRMs actually require a lot of your time and energy keeping it up-to-date. Traits to consider:One-minute setupEasy and intuitive to useMinimal work to keep it up-to-date (data input automation)Customer intelligence; have your CRM tell you which customers are ‘hot’Easy integration with whatever tools you’re already usingIf you’re shopping for these qualities, Salesflare might be worth checking out. It’s a zero-input, intelligent CRM that integrates with your email, calendar and phone. From here it pulls customer accounts and enriches these with data from social, company databases and email signatures. It’ll then automatically track all of your contact’s interactions towards you via phone, email, calendar and website. Salesflare has intelligent features and will suggest you to take particular action regarding the follow-up of certain leads, based on the data it collects.Here’s a peek at the pipeline interface, just drag and drop. Multiple pipelines possible.This is what the automated timeline looks like:You can use Salesflare from the web app, mobile app or from within Gmail/Outlook where the app sits in a sidebar next to your emails. Salesflare can be connected to 400+ other productivity apps via Zapier.There’s a free trial available from the website http://salesflare.com

There are so many form builders out there - it depends on what you need.I know this is neither a good nor a useful answer, but after you read through this post, you’ll realize it’s the best anyone can give you.Every form builder offers basic fields (text, number, dropdown, checkbox/radio buttons), email notifications and auto-responders, “thank you” pages, and required fields.The features that come after this are the ones that you need to compare to your needs in order to pick the best form builder for you or your business.(I wish someone would take only the best features of all popular form builders and make a super-tool, but so far, it doesn’t look like anyone has done it)Advanced FieldsAdvanced fields are more complex types of input than the ones you can have in e.g. PDF fillable forms.These are: email/phone/address fields (these are “basic”, but some form builders don’t have them), calculation fields, matrices, tables, rating scales, star ratings, multi-select fields, repetitive sections, dynamic lists/tables, spinners, password fields, currency fields, e-signatures, etc.Advanced fields don’t only make your form look more professional and make it easier to complete - they’re also essential for quality control.Form builders featuring well-implemented advanced fields, or simply a bunch of them: JotForm, Zoho Forms, Formsite, Cognito FormsConditional LogicMight sound fancy, but it’s a feature that most online forms can’t do without.Online forms should be simpler, easier and quicker to fill out than paper forms. One of the best ways to achieve this is to make the form intelligent, make it adjust to the user and help them complete the form with a smile on their face.Conditional logic is what makes the form intelligent - it means you are changing the form when certain conditions are met.For example, you might show fields for current employment information if the person selected “I’m currently employed”. You might make the email field required if the person selected “I want to be contacted via email”. You might prevent a 12-year-old from signing up for your freestyle motocross competition after checking the date of birth they provided.In any case, these form builders will help you make a form really smart: Cognito Forms, Zoho Forms, JotFormDesign CustomizationThis goes beyond just putting your logo at the top of the form - form builders allow you to customize specific fonts, sizes, colors, backgrounds, images, widths/heights, layouts/columns, and so on.But don’t get too excited yet. Most form builders don’t make it possible to customize all of these elements (or even most of them) without custom CSS (and some don’t support custom CSS at all).If you have very specific designs in mind, I’d recommend one of these tools: Formsite, Formstack, Zoho Forms, 123ContactFormNote: JotForm has the most advanced design options and capabilities, but I can’t recommend it due to all the bugs and issues with the entire builder.Publishing OptionsForms are usually accessible as standalone forms on form builder’s domain, e.g. https://www.form_builder.com/you... (this is a sample URL)It’s understandable that you might want to place the form directly on your website, instead of redirecting people to a different site, and most form builders will enable you to do just that.But you might like to show your form in a “special” way, such as a pop-up on your website, or a lightbox, or a button on the side.These tools have advanced publishing/embed options: 123ContactForm, JotForm, Formstack, EmailMeFormForm Analytics & ReportsIf you’re building surveys, evaluation forms, or similar forms that could provide useful visual insights, you’ll probably want to see some tables, charts and graphs.There are plenty of ways to achieve this without built-in reporting options. For example, you could download submissions as CSV and create your own reports in Excel, or you could do the same in Google Sheets.Still, it’s nice to be able to create reports within the form builder itself.Form builders that have reporting options: Formstack, 123ContactForm, EmailMeForm, Zoho Forms, Wufoo, JotFormCustom PDF PrintoutsA very useful, powerful feature that can save you a lot of time, save papers, and make your forms more professional.Fill out a form and receive a custom-designed PDF, pre-filled with the information from the form. The PDF could be an invoice, a quote estimate, a personality test report, survey result, certificate, name card, signed contract, anything.Most form builders will provide some way to print submitted forms as PDF, and you can also integrate forms with 3rd party apps such as WebMerge to get custom PDFs.But only a few form builders will allow you to easily build and use your own, fully custom templates.Form builders with custom PDF features: Cognito Forms, Zoho Forms, 123ContactFormIntegrations with 3rd Party AppsIntegrating your form with 3rd party apps means you can save submissions in spreadsheets, save contacts to CRM, subscribe people to mailing lists, save uploaded files to cloud storage, and even kick off complex workflows whenever a form is submitted.Most form builders integrate with Zapier (which allows you to integrate your form with over 750 apps), and some form builders allow you to make custom connections via webhooks and API.But, some form builders have a wide range of built-in integrations which you can easily set up without needing to use a middleman (Zapier, Flow, IFTTT, Workato) or hire a developer.Form builders with a bunch of integration options are: JotForm, 123ContactForm, EmailMeForm, FormstackAdvanced Security, Encryption (and HIPAA Compliance)All popular form builders offer some type of “SSL security” which I don’t really know anything about so I’ll just leave it at that.But there are special cases when you’ll need more than just the basic security (and sometimes, you might need to pay quite a bit to get this advanced security).Example of special cases are medical forms, forms requesting sensitive or confidential information, or forms that for whatever reason need to have end-to-end encryption.Form builders that offer advanced security (and are HIPAA-compliant): Cognito Forms, Formsite, Formstack, 123ContactFormPricing & LimitationsGoogle Forms come on top here. They are completely free and come with no limits to the number of forms, submissions, previews, or email notifications.Pricing and limits are all over the place for other form builders. Some form builders have limits to the number of fields you can use on forms (Wufoo), some have limits to the number of times your form can even be “seen” (JotForm).I think it’s best to compare prices only after you have narrowed down the list of tools you might use.Form builders with best pricing vs. limitations: Zoho Forms, Cognito Forms, PandaForm, EmailMeForm—Long story short - I don’t think anyone could give you a rundown of all existing form builders and name the best one.So, I would suggest you use this method to pick the best tool for your forms:Sign up for a free account with any one of the above form builders. Doesn’t matter which one you choose.Think of a form that you would use, the most important form for you in this moment.Try to fully build the form in the tool you chose.Write down all the features you used to build it.Write down all features you realized were missing.Search for a form builder that offers everything from (4) and at least one feature from (5).Repeat steps 3–6 until you find a form builder that leaves you with the least missing features.If you end up with multiple options, go with the one that’s most affordable in the long run.Good luck and happy form building!** Note: If you (the reader) know of other form builders that would be a better fit for any of the above features, I’d love to know about them!