Automated crm software for Construction Industry

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are you still managing your customers through spreadsheets and sticky notes well it seems like you are staying big but not advancing much while these traditional spreadsheets can get your job done but it actually requires a lot of time also as everything is done manually chances are high that your data could get corrupted and ruined due to human errors now the million dollar question is why do you use those complex spreadsheets when a way more streamlined and advanced solution is available at your disposal yes I'm talking about the CRM software folks basically CRM software simplifies your customer management by providing tools for lead and contact management you'll know which leads are done and which ones are still in the works so that your Sales Management is super smooth and hassle-free plus you can automate repetitive tasks like sending follow-up emails creating reminders and even updating customer info however the problem is that there are just too many CRM software options available so finding the right one for your business needs has become quite challenging but don't worry I have got your back in this video I will be covering the five best CRM software that you can consider this year these include HubSpot Salesforce Monday Zoho and pipedrive and let me tell you that I've judged these software through a bunch of important factors such as its features user friendliness reporting capabilities customer support and of course pricing because no one likes Breaking the Bank on a related note if any service catches your attention make sure to buy it using the official link we have added in the description section down below these links have special discounts already applied to them so you will end up saving a lot of money and as always I will be covering my top picks one by one in descending order so make sure to stick around till the end to see which one makes the top of my list starting off taking the fifth spot is Zoho CRM now if you are really in the business Market it's impossible that you haven't come across the name Zoho before basically Zoho is an india-based company that offers a bunch of software tools for performing various business functions such as accounting invoicing project management cloud storage and pretty much every software a small business needs and Zoho CRM is a highly successful product of this company which businesses use for contact management and sales pipeline management firstly if we look at its contact management capabilities it allows you to store all your customer information in one centralized database you can track interactions set reminders for follow-ups and even segment your contacts based on specific criteria additionally it has quite deep reporting capabilities as well its reports can be very helpful in identifying gaps in your business where Improvement is needed however it's essential to note that by Deep I mean extensive data but it might not be as visually appealing as the graphs and infographics found in pipedrive or HubSpot on top of this I must appreciate that Zoho does not compromise on the integration part as well you'll get all your favorite Brands like Google workspace MailChimp slack zoom and the list goes on additionally its mobile app is also quite powerful like it provides you with all the features available in the desktop version which is again really awesome talking about the price first Zoho offers a free version of its Flagship CRM software no trial period no forced upgrade and no credit card are required for sign up which shows that the free version is truly forever free Zoho also offers four paid tiers ranging from 20 for the basic plan to 65 for the highest tier called the ultimate however I strongly advise you to check out their professional plan for small businesses at just 35 dollars per user per month this plan is packed with all the right tools that can cater to the diverse demands of small businesses like yours you'll get access to multiple pipelines Unlimited Custom reports dashboards and even sales forecasting there's also a bonus feature which is called sales signals this technology uses Cutting Edge algorithms to track the habits and patterns of potential clients predicting which leads are more probable to convert into actual sales the moment sales signals identifies a lead exhibiting strong buying signals it alerts your sales team to take immediate action this ensures no valuable opportunities slip through the cracks when it comes to affordability zoho's pricing is reasonably competitive though not the cheapest to save costs I recommend considering their annual subscription which offers up to 34 percent in savings additionally take advantage of their 15-day free trial to experience the CRM first hand without any long-term commitment however like every product Zoho comes with its pros and cons so firstly the good part is that Zoho CRM can be customized to meet the specific needs and workflows of individual businesses you'll have the ability to add modify or remove features just as you need next one of the significant advantages of Zoho CRM is its active incorporation of AI features and as AI continues to revolutionize various Industries having AI capabilities in a CRM is a major plus point but on the downside firstly its plans start at twenty dollars per user per month which I believe Falls within the medium range and if you compare it with Salesforce or HubSpot you may find Zoho CRM much cheaper but pipedrive which is at the same level as Zoho CRM offers similar features for 12 dollars per user per month so price wise Zoho CRM falls into the medium category which means not very expensive and not very affordable either secondly the AI tools are only available on the higher priced plans so if AI tools are the reason you are choosing Zoho then you must make up your mind for at least 65 dollars per user which is quite expensive for many all in all Zoho is a very nice CRM it has an intuitive interface powerful customizations quite helpful automations and a very generous free plan and it is more suitable for those who are already within the Zoho ecosystem now if Zoho CRM seems good to you don't forget to use the link we have added in the description box below to get a special discount moving on descending number four is a super powerful CRM company HubSpot now HubSpot is among those companies that lead the industry and you can imagine its success by the fact that major companies like atlassian Envision and doordash are using it while this CRM can be used for any business its features are more inclined toward marketing and automation because apart from providing extensive contact and sales pipeline management tools HubSpot is equipped with loads of awesome features for marketing agencies for example you get Advanced features for opt-in forms website builder email marketing Tool customer service software and much more and let me tell you that these type of features are rare to be found in other crms furthermore out of all the crms we've looked at in this video hubspot's email marketing capabilities are truly second to none it might seem a tad complicated at first but you'll soon find that hubspot's email marketing engine operates on the level of a dedicated email marketing tool plus given hubspot's popularity it can integrate seamlessly with nearly all major software Brands and not just it works well with others it looks even more great as every tool is neatly organized into its intuitive and Visually pleasing interface and with a customizable dashboard you can arrange your workspace just how you like it as for pricing firstly HubSpot has something that will make your wallet smile yes a totally free plan and let me tell you that it's quite generous you will get basic lead and Sales Management features and some limited marketing features like email campaign creation reporting dashboard and limited website building tools although at this level everything comes with a limit but as it's free so there is no harm in availing the features while the generosity of the free plan might seem appealing however let me tell you that the pricing of their paid plans is such that you might have to choose between paying your house rent or renewing your HubSpot CRM subscription like I don't know what mindset they had when setting these prices prices start from 25 per user and can go up to 350 dollars per user per month if you opt for the professional plan for some startups and small businesses this can make HubSpot seem more like a dream than a viable option in my opinion it is best for those who are currently using many separate tools for different functions like email marketing website creation and customer service management and since HubSpot offers all these tools in one place they can quit those tools and bring all of their systems onto HubSpot so in that case you may find the cost pretty reasonable otherwise if you want to use it separately just for contact and Sales Management and pipelines then the professional plan would be quite expensive for you and it might be overkill for your specific needs and wait there is one more thing worth mentioning about the hubspot's pricing HubSpot offers a massive 40 discount to those who sign up for an annual plan which can result in significant savings and now you might be wondering why would I purchase an annual plan even when I haven't used the software so let me tell you that all hubspot's pricing packages are backed with a 14-day free trial so you can test the waters without making any long-term commitments now that we have covered the features and pricing it's time to weigh the pros and cons of HubSpot CRM starting with the pros HubSpot has seriously powerful features other than basic CRM capabilities this tool has an ecosystem of its own and when you step into that ecosystem then you won't have to buy separate tools for different functions like you won't need any website builder email marketing tool or customer support software because HubSpot has all this in one platform and on the flip side as we have discussed hubspot's pricing could be steep for an average business unlike other systems like pipedrive or Zoho that offer a variety of plans HubSpot limits its offerings to just two plans the first one is very basic while the second is Advanced but cost up to eighteen hundred dollars for a team of five like seriously they want small businesses to spend eighteen hundred dollars monthly on a CRM secondly this could be a con or a pro depending on how you look at it but hubspot's features are so extensive and advanced that it takes some time to fully understand them however they do have the HubSpot Academy on their website where you can find courses that help you grasp the CRM really well so while the learning curve might be a con HubSpot Academy simplifies many things making it a pro and after knowing all this if HubSpot seems the right choice to you then click the link we've added in the description box below to get some sweet discount going up in our list the third spot goes to Salesforce CRM now before we jump into this CRM review let me tell you that this is not just a random CRM company instead we're going to talk about a giant with a jaw-dropping 200 billion dollars valuation but does that mean this CRM is the best fit for you well maybe this CRM provider is especially best for Enterprises working on a large scale and have complex CRM requirements but with that I don't mean it's not good for startups or small businesses sure this CRM can easily meet your basic needs but let's be real here what are you going to do with such a powerful CRM if all you need is basic contact management it keeps all business prospects customers contacts leads opportunities and even purchased history organized and easy to find so that you know your customers better and design your sales strategy ing to that next the setup for this CRM can be pretty complex if you're not familiar with how crms work in fact in my opinion you might need to hire a Salesforce expert or freelancer just to get you set up properly for Integrations Salesforce now has more than 3 000 Integrations to discover other platforms that can help your processes from marketing automation to scheduling software this CRM can play nicely with leading platforms used for most purposes as for pricing the Salesforce small business CRM offers four plans ranging from 25 to 300 per user per month if billed annually but wait looking at the pricing plans of Salesforce it's important to pay attention to the costs associated with what you want to use while Salesforce can customize the software for your needs quite a bit most of it will cost you more than you initially think you are going to pay so my overall opinion on pricing is that Salesforce is not for businesses that are on a very tight budget and yes there is also a 30-day free trial available so you can test out if it'll work out for you or not now let's have a look at some of its pros and cons starting with the good stuff one of the biggest advantages of Salesforce is its high level of customizability so whether your needs are simple or complex Salesforce can be tailored to fit like a glove next the thing I appreciate most about this CRM is that while they do charge a premium fee they never compromise on their feature set this is why you'll find every feature in Salesforce that other CRM companies are offering so it's all about getting value for your money on the flip side it's crucial to highlight that while customizing is a pro the cost associated with that customization can quickly become a con if you're not careful the platform itself may have a premium price tag but when you start adding custom features Integrations or even hiring developers to do some bespoke work the costs can escalate very quickly so it's super important to have a detailed cost estimate before diving into customization make sure it aligns with your budget because the last thing you want is to realize you've spent far more than you initially planned and yes I must warn you that Salesforce can be quite complex and overwhelming especially for new users so if usability is your top priority you may want to consider any other CRM check out the link we've added in the description box below to Avail an amazing discount deal on Salesforce moving on the second position goes to Monday CRM Monday CRM can make your Mondays and every other day absolutely a breeze the thing that I like most about this CRM is it's highly Visual and customizable interface this software allows you to create and manage workflows using colorful and intuitive boards which are highly adaptable to various use cases and industries in fact these boards serve as a central hub for teams to track progress assign tasks collaborate and manage projects efficiently one feature I personally adore the activity logging it's like having a personal assistant who remembers every call every note and every little detail is stored and ready for when you need to revisit sales forecasting in monday.com feels intuitive input your deal values your closure probabilities and voila comprehensive reports at your fingertips it's almost like having a roadmap for your sales journey and if you're someone who enjoys a granular look monday.com lets you deep dive into these forecasts whether it's monthly Trends team performance or any specific parameter the insights are rich and detailed visual Learners you're in for a treat the custom dashboards transform raw data into vibrant easy to understand visuals your sales insights aren't just numbers they tell a story lastly the automation features save so much time mundane tasks automated reminders automated it's like having a digital Butler for your sales process in terms of pricing there are four pricing tiers available the costs range from twelve dollars per month for a basic plan to thirty dollars for the highest tier my recommended plan is the standard plan as it offers a good balance of features and affordability it goes for 17.00 user per month and has all the features of the basic plan plus some upgraded features like 250 action automation activity management and dashboard creation for up to five board combinations however you can opt for a 14-day free trial to test out its features and by now you should know it is time for the pros and cons of Monday CRM let's start with the good stuff so one of the biggest pros of Monday CRM is its intuitive user interface it's easy to navigate and customize to your specific needs making it a breeze to use then I would also appreciate it if you can create unlimited dashboards to organize clients processes and projects across all plans however on the downside Monday has confusing pricing plans because of their three users minimum requirement which can be a real pain especially for startups to sum up Monday CRM is more expensive for some basic features but the power of this CRM is its customizability and flexibility which can suit any industry or project type so if you value the ability to create and tailor your own workflows boards and dashboards then Monday CRM may be worth the price and now if Monday CRM tickles your fancy then see the official link we have added in the description section down below for a special discount Now ladies and gentlemen get ready to roll out the red carpet because we have a winner our top rated CRM for small businesses is none other than pipedrive now I am honestly a big fan of pipedrive because this CRM is just a perfect example of a wholesome solution it has a comprehensive feature set an extremely user-friendly interface extensive integration options and affordable pricing plan so what else do you want if I start by talking about its visual pipelines then not only do they make tracking your sales progress a breeze they're so good looking that you'll want to frame them and hang them on your office walls and there's also a very handy tool called timeline view it allows you to see the progress of each deal or lead in a visual timeline format helping you understand your sales cycle better in this view you can check all the activities calls emails and notes related to a deal so this will give you a clear and comprehensive picture of each stage in the sales process then there are customizable workflows which lets you create sales processes that fit your unique needs and preferences it's like having a tailor-made suit for your sales Pipeline and don't even get me started on Smart contact data this feature automatically gathers all the important information about your leads so you can spend less time researching and more time selling and what truly sets pipedrive apart is its extensive integration capabilities you name the software and there's a high chance pipedrive supports it some of the popular ones are Google meet Microsoft teams Asana zoom and so many more it's like the central hub for all your favorite tools moreover pipedrive offers various different types of reports and you can narrow these down by which specific pipeline you would like to look at and if you are on a higher plan you can look at a specific team as well as configure the duration and time interval that you're looking at talking about the price if you are a budget conscious salesperson then pipedrive has got your back it has five snazzy premium plans the lineup starts with a humble 15 a month and if you're thinking big there's the Enterprise plan for 99 in addition to this there's a little known fact about pipedrive their pricing is regional it means that they charge significantly low prices from users who are located in tier 2 countries like India Philippine and Pakistan and it's really awesome that they're looking to support businesses that might struggle with higher price points getting back to its pricing table the entry level plan has solid Basics like deal and Lead management calendar tools and even pipeline management also are you thinking of importing data well it's easy and straightforward but here's a tip if you're a small business the professional plan at 49.90 per user per month might be your Goldilocks Choice it lets you manage and e-sign documents forecast revenue and gives you enhanced reporting sounds perfect right however if you're still unsure pipedrive offers a 14-day free trial so dive in and see if it's right for you and a quick note if you commit annually you'll get a cool 17 off now with that being said let's weigh the pros and cons of pipedrive CRM starting with the good stuff firstly it's clean and intuitive layout is a dream for sales people making deals and Lead management a breeze and let's not forget its boundless customization capabilities in sales pipelines and dashboards allowing you to shape the CRM to fit your business demands and last but not least pipedrive brings a range of plans to the table and if you put it side by side with the other crms we've highlighted in our video you'll see that its pricing plans are very affordable but as it goes without saying with the good comes the bad so the first potential downside of pipedrive is that there is no free plan secondly while pipedrive's customer support is generally responsive and helpful some users have reported that it can be difficult to connect with support during the peak hours of the day lastly pipedrive's feature set might feel a bit incomplete for some large-scale businesses I'm not saying it's too basic but if you have complex CRM needs then maybe a platform like Salesforce might be a better fit for you you might sacrifice a bit on usability but you'll get a robust set of features now if pipedrive tickles your fancy then see the official link we have added in the description section down below to get an amazing discount deal on your purchase done with our list of the top five CRM choices for small businesses now the real question which one should you opt for well since each software has its strengths and weaknesses determining the exact fit for you can be a tad challenging but rest assured we're not leaving you in this Maze of confusion now to my final verdict pipedrive is hands down the best CRM software available right now for sales teams I mean it's jam-packed with Comprehensive tools its interface is really simple and easy to navigate and the best part is you don't have to break the bank for it as it has affordable pricing plans HubSpot is the best for those who need Advanced marketing automation features along with CRM and can afford slightly higher fees and then we all know how big and reliable Salesforce is and it's specifically good for you if you require comprehensive features and can handle a complex setup whereas Monday and Zoho CRM are perfect if you're already using any of the software products of this Brand's ecosystem now the absolute best CRM for you varies based on your specific needs and budget but you know what doesn't vary the amazing discounts available in the description section of this video so make sure to check them out and secure a great deal