Streamline Your Business with CRM Programs for Realtors

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do you know that over 90% of small businesses are using CRM systems and if you're still stuck manually typing away in Excel you're actually wasting your time and energy because using a CRM software not only saves you time and prevents data loss but also gives you a window into what your customers really want it helps smooth out communication and best of all it can supercharge your sales and keep your customers grinning but with so many CRM companies out there it's easy to feel lost but don't worry in this video we'll review the top five CRM Solutions so you can choose your perfect CRM match and in case you decide to go with any of the software from our list make sure to hit up the link that we've dropped in the description for a sweet discount before we dive in it would be super cool if you could hit that subscribe button if you haven't already all right let's get started now in our fifth place champ in the CRM world is none other than Salesforce now Salesforce isn't just any CRM it's practically a legend in the game stats say 86% of users would recommend it to anyone who'd listen and when you've got giants like Amazon Adidas and American Express on board you know it's a big deal now Salesforce usually caters to big businesses but in 2017 they decided to show some love to these small businesses with Salesforce Essentials it's their Cloud first CRM system perfect for those super small businesses with up to 10 users the CRM features here are top-notch you can manage leads prospects sales funnels and support requests with ease plus you can import and sync data from all over everywhere spreadsheets calendars emails and others and just like in the big version here you can also see a complete overview of contacts their related prospects and all Associated documents across channels as well as support cases additionally Salesforce has this automation tool called Einstein activity capture that optimizes manual data input via automation to increase the productivity of sales and service Personnel by freeing up their time then you can see users real-time sales data via customizable reports for all kinds of scenarios like sales pipeline win loss historical views and more now although some users find the software quite userfriendly others think that the user interface and how the application works feel old and need upgrading like it's a bit tough to get around the system and might require a lot of training but once it's set up properly things will work out for you then another hiccup is that although Salesforce Essentials is meant for small businesses its pricing is more on the Enterprise side take a look here the starter plan is $25 per month when build annually then the next two plans are $80 each which might be doable for some small businesses but this $1,250 one they call a digital marketing automation solution well that's going to be way too pricey for a small business to handle because you know investing in CRM can be profitable but still small businesses don't have that much budget and they also don't really need those high-end features plus you can add only 10 users across the organization fer sales and fer service there's also no API support and customization capabilities are also Limited in a nutsh sh Salesforce isn't the easiest to learn but if you stick with it and set it up right you might find yourself gradually moving up to their higher plans later on so if you think that Salesforce will suit your needs don't forget to use the link that we have added in the description box below to Avail maximum discount on your purchase all right folks let's talk about our fourth place Contender monday.com now monday.com is known more as a work operating system and a project management tool than a full-blown CRM solution but it has all the essential CRM tools tools like you can collect all your leads and manage them stage by stages plus you can have all the information about any client or account in a single View and yes sending and receiving emails right from this Monday CRM is also very seamless then setting up automations is also smooth which means you can focus on your clients more rather than doing the same repetitive task additionally forecasting sales in Monday CRM is a snap enter your deal values and close your probability and boom you've got those handy reports it's like having a map for your sales journey and if you want to dig deeper monday.com lets you explore these forecasts monthly Trends team performance or any details you like it's all there clear as day apart from all of these things I just love how visually pleasing its dashboard is I mean these custom dashboards take boring raw data and turn it into these vibrant and easy to understand visuals now in terms of pricing there are four pricing tiers available so the cost range is from $12.50 per month for a basic plan to $30 for the highest tier but I would recommend that you go for its standard plan because it offers a good balance of features and affordability it goes for $17 per 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 combination but remember that this pricing is based on a per group seed model with minimum three seats which might not make sense for smaller teams additionally each plan has a limit on the number of actions between two integrated apps per month for instance a standard plan allows for 250 actions per month while a Pro Plan allows for 25,000 actions per month and it's sad to see there is no free trial available but you can opt for a 14-day free trial to test out its features but yes I agree with people who say Monday CRM has confusing pricing plans because of their three user minimum requirements which can be a real pain especially for startups or small businesses and secondly while it offers customizable boards and workflows it may lack some of these specialized CRM features found in dedicated CRM software these features can include Advanced lead scoring marketing Automation and customer service management capabilities that are crucial for businesses heavily focused on sales and customer interactions so I think that monday.com can be adapted for CRM purposes but organizations with complex CRM needs might find it more limited compared to Dedicated CRM Solutions like Salesforce or HubSpot CRM but if you're all about a visually attractive interface and want to use a CRM in a more flexible way Monday CRM could be your cup of tea and if you're thinking of trying it out check out the official Link in the description for a special discount next up ranking on number three is a very popular name HubSpot now why is HubSpot so popular well it's because it has earned its name by providing the best marketing automation features in a CRM apart from providing extensive contact management and sales pipeline management tools HubSpot is packed with loads of awesome features for marketing agency it has got a super star in its lineup inbound marketing with this HubSpot helps companies with things like SE so their website Shines on Google crafting content and rocking social media marketing it's like a powerful toolkit to strengthen your online game plus it's a pro at attracting potential customers by giving companies slick landing pages to generate leads for their businesses and it has got this cool marketing analytics dashboard it's like your One-Stop shop for tracking marketing performance in real time you can keep an eye on important stuff like website traffic lead generation email campaign success and social media Buzz all from one easy to ous dashboard so this helps businesses make smart decisions based on data find where they can do better and fine-tune their marketing game for top-notch results 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 it can integrate seamlessly with nearly all major software Brands but hubspot's pricing could be steep for an average business and expensive as well like although you get a free version which has got basic lead and Sales Management features and some limited marketing features like email campaign gracium reporting dashboard and limited website building tools but although hubspot's got a lot of features it might take some time to get a hang of them all but they've got the HubSpot Academy on their website so while there's a learning curve the academy makes it easier then unlike some other CRM systems like pipe drive or Zoho which give you a range of paid plans HubSpot keeps it simple with just two options the first one while well it's pretty basic and cost $20 the second one it's a Powerhouse no doubt but it costs a whopping $1,781 for a team of five which I personally believe is quite expensive for small businesses and the neat trick about Hobs spots pricing is if you go for the annual plan they give you a big 40% discount that definitely means a big savings now you might be thinking why commit to the whole year if I haven't even tried out the software well the good thing is all the hubs spots pricing packages come with a 14-day free trial so you can give it a spin before making any long-term decisions so right now if HubSpot seems like the right choice for you then click the link that we've added in the description box below to get some sweet discount now the next CRM taking the second spot is Zoho CRM so Zoho you might have heard of it right it's this company from India that offers all kinds of tools for businesses like it has different software for managing money handling projects and keeping track of customers now let's zoom in on one of its products Zoho CRM it's a really wholesome software you can store all of your customer info in one place see who you've talked to set reminders to call back and even group your contacts by things like people who like dogs it can also find new potential customers send out emails and keep an eye on deals so you don't have to then sohoo reports gives you lots of info but it might not look as fancy as some others so if you love colorful charts you might want to check elsewhere but yes Zoho CRM plays nice with other apps you can connect it with Google MailChimp slack zoom and more so this helps your apps work smoothly together now about the money Zoho has a free version and it's not a trial it's free forever you can do a bunch of things with it and they give you 1 GB of cloud storage too and if you want more they have paid plans starting at 20 bucks a month but check out the professional plan for $35 per person each month it's loaded with cool stuff like custom reports plus there's a feature called sales signals that helps you spot potential customer so I would recommend you go with this one okay I know it's not one of the cheapest options out there but it's not crazy expensive either and if you're not sure try the free trial for 15 days to check out before completely adopting it so bottom line is Zoho CRM is a solid tool it's easy to use lets you tweak it to fit your needs and it won't break the bank also if you're already using other Zoho apps it's a smart choice as it integrates seamlessly well with other Zoho apps and if you want to give it a go check out the link in the description for a special deal and now it's time to bring out the red carpet because we have a winner our top rated CRM for small businesses none other than pipe drive now if I had to pick a favorite CRM it would be pipe Drive why because it's like the perfect example of a wholesome solution first off those visual pipelines they have they're not just practical they're a work of art you'll track your sales progress so effortlessly that you'll want to frame them and hang them in your office now there's this called timeline view and it's like a time machine for your deals you get to see the whole history of each deal or lead in a visual timeline that's like watching your sales cycle in action and it's customizable workflows helps you getting a tailor made suite for your sales pipeline so everything's how you like and don't get me started on smart contact data it's like your CRM doing the research for you no more spending ages Googling your leads it's all right there oh and pipe Drive plays Super well with others they've got integration options Galore from Google meet to zoom and everything in between now let's talk about the cherry on top the user interface it's super easy and you'll have everything you need at your fingertips like the reporting is easily understandable and you can narrow them down to specific pipeline stages and if you're on a higher plan you can even focus on a particular team and configure the time intervals then talking about its pricing if you're budget conscious I mean who isn't then pipe drive has got you covered they've got five premium plans starting at just $11.90 a month and for those big dreamers there's also an Enterprise plan for $79.90 and the secret sauce is pipe drives pricing is regional like if you're in countries like India and the Philippines or Pakistan you'll get a sweet discount and that's more that you can ask for now coming to the plan the entry level plan is solid with deal and Lead management calendar ERS and pipeline tools and importing data but for small businesses the professional plan at $49.90 per user per month is like hitting the jackp Pod you get document management Revenue forecasting and top-notch Reporting it's the whole package not sure yet well there is no free plan here but pipe Drive offers a 14-day free trial so dive in and see if it fits and a pro tip if you commit for a year you'll get a cool 70% off but I want to add here that for large scale businesses with complex needs hpe Drive might feel like a bit basic so you can look for another option like Salesforce all in all in a nutshell pipe Drive is perfect for small businesses that want a userfriendly CRM with enough features and flexible pricing simply it's a winner in my book and here you go we've just covered the best CRM options for small businesses now when it comes to picking the absolute best one it's a bit like choosing your favorite flavor of ice cream they all have their own unique Specialties but if you want my recommendation based on research and experience it's got to be pipe Drive our top ranked CRM it's loaded with Comprehensive tools has a userfriendly interface and won't break the bank with its affordable pricing plans however our runner up crms are no less either hub spot shines if you need Advanced marketing automation alongside CRM and you're willing to pay a bit more for it Salesforce well it's the reliable Giant in the room and if you need an extensive feature set and can handle a complex setup and have a good budget then it's a solid Choice as for Monday and zost CRM perfect if you're already using other software products from these Brands ecosystems but Monday CR m is no doubt the most visually appealing than all of the others in our list so ultimately picking the right CRM from this Bunch it really comes down to your specific needs and also budget but no matter whichever you choose remember these generous discounts waiting for you through the links in this video so don't hesitate check out those links and grab yourself a sweet discount deal and that wraps it up for me now it's your turn share your experiences with any of these five CRM in the comments once again thanks for sticking around till the end you won't want to miss our next video so here hit that subscribe button and turn on the notifications until then goodbye and catch you later