Client contact management software for small businesses

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hello friends today we will learn about five top best CRM for small businesses stay tuned number five Zend excel i mostly used send excel when it was based crm though they have both worked and functioned very similarly they have created a super easy-to-use interface that makes keeping track off and interactions with clients both simple and easy being able to read whole past interaction as well as see relevant sales data makes it a perfect choice for a small business i don't know how well-suited it would be to a large business but one can hope it would work well pro's simple input for contact information for different clients and potential clients super easy to create deals and potential purchases for clients schedule appointment set reminders and send emails all from within the program check matrix and numbers of different numbers of the sales teams for different times and situations allows others to quickly catch up on what has happened in client interactions by reading through the emails that have been sent previously easily sort through customers list to find people who are relevant under different categories cons sometimes too easy to change things that have been set by others contact uploading downloading in dot CSV files is a bit of a pain at first but not terrible to get used to it number four I tried I was building a website and setting up social media platform for a company and asked very well these let's go they were only using emails everyone was stepping on each other's toes and had no idea who was called and what was discussed some inquiries were never replied to just and they are lost they told me they have to spend $50,000 for a specific CRM they have needed I looked at some options and many of them were just visually confusing too complicated or too expensive I tested out pipedrive and pitched it to the sales team they are so grateful and very organized now they love making notes I would Rick pipedrive to any sales team just getting started pros so easy to set up and get started syncs the email accounts beautifully I set up forms through our WordPress site using Elementor and used a plug-in called elemental pro for widget pipe dry CRM integration to send all submissions directly into pipe drive every form submission shows up in pipe drives new leads automatically creates a new contact lead and note using information from the contact form very good price for this application sales team is very organized now and accounted was happy we didn't break the bank the sales team is very experienced in sales but they definitely learn something new with the activity-based selling process cons PI bribe em dead forum is a bit slow to load in the page I had trouble putting multiple forms on one page and limits styling etc but nice to have as a quick simple option to get started I don't recommend using zapier to send information from the forms to the CRM if you use WordPress get elemental pro from rigid pipe drive CRM integration from code Canyon makes connection and absolute breeze with more customization options there is an issue with using an email alias from our g-suit account it keeps defaulting to use the original email addresses we are going to have to remove the alias and make it its own email account for it to show up correctly number 3 nutshell one of my friend who runs a global consulting practice with hundreds of corporate clients and thousands of individual relationships that he manages nutshells let him manage it all it's his own dashboard for everything in his company its entry level rate is worth every penny he has used nutshell for three separate businesses that he is running each one considered a small to medium-sized business nutshell is perfectly suited to use because it's lightweight and easy to learn it doesn't require an in-house Expo on the app like Salesforce does its basic feature sets it all he has ever needed and the support is terrific real people at the end of the phone with fast response time and it's made in Michigan it has a lot of simple customizations that he uses workflows custom fields leads etc cons integrations are somewhat limited but still plenty to work with number two fresh sales freshness has helped me in delegating tasks to the team tracking of team activities and performance increase accuracy of sales forecasts identifying neglected contacts in the database pros comprehensive CRM tools which blends in with your email box primary advantage is that it screens and displays emails only from the contact list in the CRM no need to browse through internal vendor communication by searching for any email further it categorizes conversations corresponding to a particular person company or any deal also including complete records of calls emails chat and other communication to one customer by various people in the organization the ease of task delegation collaboration with others in the team is a cakewalk another benefit is tasks appointments reminders across the time zones in addition to this it can also tag the location for the meeting accurately on Google Maps and uber app it not just only track if the email is open but also records the number of times it has been opened with the respective timestamp but more highlight is the bulk emailing to the complete database at a single click importantly the email are recorded as individual emails to parties in your email box with a metric analysis of purpose bounces clicks of the shared hyperlinks second aspect to the CRM tool is the managerial feature of generating reports it displays reports for all team members with respective sales activities follow-ups actions against every deal access to complete database via the mobile app this enables quick review and follow-up drastically reducing response time to customers cons a limitation observed is that the software takes longer time to load in case of heavy loaded databases the Mohan HubSpot CRM a must try a complete no-brainer just took me a few Google searches about free CRM available online and was pleasantly surprised at all that so many people were saying about it so signed up on the free Entry Program that has all that I need messed about with for a bit and took the time to see what is possible to implement and execute using it and fell in love with all that what free CRM solution had to offer pros it is free and offers unlimited users Wow the training that is provided with the free CRM solution create quality of number of things that CRM is able to offer with the free solution the best free quality CRM software out there for your small business cons the biggest issue I have had with HubSpot is that the fact that I can't really use it outside the office unless I pull my data and set it up in the backseat of my car because that's how bad their mobile app is right now that being said they have a long running feature request board that gets tons of comments asking them when they will be updating their app to bring more amazing features to mobile but that hasn't had a reply from them in almost a year now the main feature this app needs is the mobile ticketing system so these were the five top best CRM software's for small businesses which one you are going to use for your business please comment below the video and let me know if you liked the video give me a thumbs up and subscribe to the channel