Automated crm software for building services

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if you've landed here you might be keeping track of your sales contacts and even projects using excel google sheets or the simple notepad if this is the case your life is about to get a lot easier you'll be more organized and productive as well as better able to serve your clients if you use customer relationship management crm software and it won't cost you anything before moving ahead welcome back and thanks for tuning in to guru 99 we're back with another interesting video so please subscribe to the channel and hit the bell icon to get notified of every new upload without further ado let's get started with our main topic the 5 best crm software for small business free options so what is a crm a software that provides small businesses with basic tools for streamlining sales processes as you start and grow your business well how to choose the best crm software for your business features you have to look for in a crm scheduling functionality sales tools automation inventory management quality of analytics system mobility overall ease of use moreover you'd have to compare a dozen platforms on the following evaluation criteria implementation timeline data security integration with other systems scalability support availability price but we'll be looking for free options eventually understanding how crm software works and how to choose an option will open up many possibilities for your business we've done all the hard work for you and here's our pick for the best crm software pipedrive it's a crm software simply designed to simplify sales processes and reports using automation and visual sales pipelines it also includes tools for email marketing and a mobile app for field sales agents each pricing tier offers a different level customization security settings and reporting capabilities pipe drives best for teams that need an easy to use crm with pipeline visualization tools businesses looking for a crm with email management features salespeople seeking a mobile crm for their field work features pipedrive offers features that simplify your sales team's processes and communication it helps you sort and narrow down the deals using filters and labels to determine which ones you need to prioritize it also tracks your opportunities and sales activities to find patterns that improve your performance aside from that it is equipped with privacy and security features to protect your business data pipedrive's core features include tools for managing deals leads contracts and organizations you can import and export these data from a spreadsheet or another crm system it also allows you to create a customizable catalog of your company's products and pricing its deal rotting feature notifies you when a deal stays in a stage longer than the defined period pricing pipedrive's pricing is divided into four paid plans essential advanced professional and enterprise all of the tiers offer basic contact and deal management deal and activity reports visual dashboards an ai powered assistant mobile apps and 24 7 customer support you may sign up for a 14 day free trial to explore its features and capabilities customer support across all plans pipedrive provides 24 7 customer assistance via email and chat when you're in your pipedrive account you may also file a support ticket moving on to hubspot a crm software that provides business owners with a consolidated user-friendly interface for managing clients understanding their behavior and increasing satisfaction and retention rates also offers solutions for managing email social media leads and pipelines hubspot's best for sales teams that need robust lead management tools businesses that use social media to communicate with customers users who need robust but affordable email marketing tools features hubspot crm provides essential features that are fundamental to managing and nurturing customer relationships some standout features include lead management email scheduling shared inbox meeting scheduling reporting deal stage automation lead rotation automation sales forecasting and deal scoring one of hubspot crm's key features is lead nurturing through email marketing it allows you to have unlimited users and unlimited contacts which is useful if you're running a big sales team that handles large volumes of clients its extensive third-party software integrations let you manage your accounts from other software that you're using including project management help desk and analytics pricing hubspot is well known for having an excellent free plan for solo entrepreneurs who need basic email marketing tools marketing hub sales hub and service hub are all available via paid pricing plans like starter professional and enterprise where growth suite bundles all the products together at a discounted price you can start with a 14-day free trial and upgrade later customer support hubspot crm offers customer service during official business hours eastern time support is available through email in-app chat and phone getting towards monday.com it's a popular project management and collaboration software with 200 plus templates and easy customizations its features even make it a viable crm solution monday.com is best for solopreneurs or freelancers media development businesses marketing teams work from anywhere teams features monday.com refers to its software as a work operating system such as it's a highly customizable solution for streamlining collaboration organization task assignment and project management as well as visualizing information for sales marketing hr i t or any other project based team or business you can also customize it and use monday.com as a crm with multi-view visualization and other collaboration features pricing monday.com pricing is not expensive overall even on the standard and pro plans the main differences tier to tier are more advanced project management features which include more boards charts and views the user has access to in addition many crm or sales specific features like automation integrations tagging and commission management can only be accessed on higher cost plans it also offers a free trial for a period of 14 days customer support monday.com customer support is available 24 7 by phone and email usability it's easy to use intuitive interface comprehensive customization options and the platform's highly visual aesthetics make monday.com's usability superior to other platforms let's now take a look at keep it's a cloud-based business growth platform that offers customer relationship management marketing automation and e-commerce functionalities in one suite it also allows you to segment contacts send email campaigns and manage invoices and payments keeps best for businesses looking for a crm with advanced automation tools companies relying on email marketing campaigns businesses needing a crm with e-commerce tools keep is equipped with easy to use tools for client and lead management sales and marketing automation email marketing sales pipeline management reporting and analytics it also offers e-commerce tools for quotes invoicing order processing and payments pricing keep offers three paid plans namely pro max and max classic each tier includes essential crm functionalities such as contact and lead management sales and marketing automation appointment setting and a mobile app the 14 day free trial is also available for the keep pro edition you can upgrade at any time directly in app and select the light pro or max edition customer support keep offers 24 7 customer support by a chat you can also reach them using toll-free phone lines during weekdays from 9am to 10pm eastern time usability keep is best suited for intermediate level users who are familiar with the functionality of crm software last but not least zoho zoho crm is a customer relationship management system that enables businesses of all sizes to manage their sales marketing customer service and inventory needs in a centralized platform zoho is best for small businesses looking for an all-inclusive crm growing organizations looking for a scalable crm solution teams that need a free crm salespeople seeking a crm with robust social integrations accountants and finance staff features zoho offers a wide range of features in one platform giving sales teams a single place where they can manage salesforce automation workflows crm reports inventory and emails some standout features include lead management contact management deal management opportunity management sales forecasting email automation email marketing analytics sales reporting social media and territory management pricing zoho offers a free version with an allocation for three users and four paid plans standard professional enterprise and ultimate that offer essential crm features such as deal and opportunity management multiple sales pipelines workflows sales forecasting social media tools and email marketing apart from its standard pricing plans it also offers two special editions zoho vegan and crm plus zoho bigen is a pipeline centric crm with basic features made especially for small businesses and also has a free version meanwhile crm plus offers tools for a help desk campaign management analytics and social media marketing a 15-day free trial version can be started for testing customer support zoho's customer support varies between plans for users of the free plan access to the knowledge base and community forums as well as 24 5 assistance via email with the 24 hour turnaround time are available and for paid users phone support for critical requests is available during business hours usability zoho is simple to use and deploy with an easy to use interface and simplified administrative controls making it suitable for people with limited technical knowledge so what's your take on these crm software and what's going to be your choice do share your thoughts with us in the comments below we'd love to hear from you