Streamline Your Commercial Insurance Proposal Software for Small Businesses

Commercial insurance proposal software for small businesses

the quality of your business is determined by the quality of your systems this is something that I swear by and for small businesses integrating a CRM customer relationship management software into your business at the core of everything that you do will help your business establish the right systems a suitable CRM will help your business streamline sales processes close more deals and quicker improve marketing activities organize important tasks and help you better manage contacts and communication as well as provide important information by generating sales reports and many other vital activities for small businesses hey guys Stuart here welcome along to this channel I hope you're all having a productive day now in this CRM comparative guide I'm going to Identify and discuss my top 5 CRM software for small businesses small teams and help you choose the right CRM for your businesses CRM requirements okay so before we go ahead and dive into this video consider subscribing if you haven't done so already or if you're new to this Channel and that way you'll stay updated with actionable videos and tutorials designed to equip you with the skills knowledge and tools to help your small business Thrive online and with that happy note out the way let's go ahead and discuss our top five crms and identify the best solution for your small business foreign [Music] CRM tools that we believe are ideal for small businesses these five platforms are typically what we recommend to small teams depending on our clients needs budget adoption Tendencies industry and current web stat okay so first up we have the popular CRM and all-in-one marketing platform called HubSpot now I love mentioning HubSpot on this channel because of the unbeatable value that this platform offers small teams your team can get started with HubSpot with their feature packed free CRM some key free CRM related features that you can access include the ability to add and manage up to one million contacts engage on HubSpot with unlimited users manage your sales Pipeline with deal management and Reporting now that's just the tip of the iceberg what I love about HubSpot is that they extend their products into other vital areas for running your business what do I I mean by this well inside HubSpot you can create a full feature website create landing pages engage in email marketing manage tasks and tickets set up live chat and much more I will link a list down below with all the comparisons between the free features and the paid features now in terms of pricing HubSpot provides many plans depending on your team's needs for small teams that have outgrown the free plan we typically recommend the starter CRM Suite prices vary depending on your team size and hub solution HubSpot is a sales focused product ideal for small businesses looking to prioritize driving sales through a streamlined sales focused CRM if you're interested in looking deeper into HubSpot what I'll do is add a few tutorials Down Below in the description that will help you get started and navigate through hubspot's CRM next up I want to mention Zoho CRM as a suitable CRM solution for small business businesses now Zoho offers more than just a CRM Soho is a giant business suite and the CRM is just one part of the dynamic ecosystem of apps and tools designed to grow your business again similar to HubSpot Zoho offers a comprehensive free plan limited to three users but offers all the essential tools that small businesses need to manage deals contacts leads tasks events and more I will add a link down below that will dive deeper into the feature comparison between the free and paid plans within the Zoho CRM you can easily customize your home page to display all your important activities easily navigate between and manage all your leads contacts accounts deals and more simply integrate other Zoho apps with your CRM for a smooth integration and navigation between tools prices start at fourteen dollars per user per month for the standard CRM each of the other complementary Zoho products like Zoho projects social campaigns disk and others offer free plans too and different premium plans based on your app portfolios requirements Zoho CRM is ideal if you're already using other Zoho products or currently have zero too little apps or Tools in use Zoho can get your business up and running quickly and with the right tools and systems through a seamless implementation now if you're interested in diving deeper into Zoho CRM what I'll do is add a beginner's tutorial up above and down below for you to check out third on our list of the top 5 CRM tools for small businesses is monday.com this platform is more known for its project management capabilities however they have recently invested heavily into their sales CRM the popularity of Monday comes from it's easy to use and customizable boards and tasks which you can find across all their different products so just as easy as it is to manage your projects and tasks Monday gives you this same interface for managing your contacts leads deals and entire sales process the CRM offers a 14-day free trial for teams starting at around ten dollars per user per month again I will add a complete price list in the description for you to check out with Monday's standard and above plans you can leverage automations to further save time and streamline many of your activities like follow-ups reminders pipeline activities and more Monday makes it easy to set up these vital and time saving automations for me I personally love monday.com for its Visual and attractive design making it an enjoyable experience when managing your CRM related activities as well as project management activities especially can compared to HubSpot and Zoho which lacks the visual excitement when actually using their products now Monday's sales CRM is ideal for dynamic and growing teams that need specific sales process customizations and are looking to optimize processes and systems through automations extensive Integrations and advanced features that many crms do not offer now if you want to learn more about Monday's CRM what I'll do is add a beginner's tutorial up above and down below in the description that will help you get up and running with Monday's CRM next on our list of leading CRM software for small businesses is streak this simple yet effective CRM solution integrates directly into your free or paid Gmail inbox essentially you can manage your sales process directly inside your email inbox all you need to do is the browser extension and integrate streak with your Google account and Away you go streak allows you to create custom views of your pipeline add and share details about what's going on and manage your important tasks and more all from within your inbox streak offers a free plan but only for individuals pay plans start from 15 per user per month and what I'll do is I'll add a link down below that compares all the features across plans streak focuses on the fundamentals for driving sales contact management and communication this CRM is ideal for small teams that love using Gmail or find themselves inside Gmail all the time if all you need is a better more streamlined system for managing your sales Pipeline and contacts then there's streak CRM could be the ideal solution for your small business if you're interested in learning how to get started with streak what I'll do is add a beginner's tutorial up above and down below in the description for you to check out after this video and last but not least we have pipedrive this is one of the best sales focused CRM Solutions on the market this CRM is both extremely customizable and Visually engaging to use pipedrive is similar to streak in that this platform focuses on the core CRM functions specifically designed to drive more customers I like how pipedrive offers industry specific features to the unique needs of different business types essentially this software is flexible and suitable for any industry type due to its customizable elements and tailored features prices start at 12.50 per user per month there is no free plan however each plan offers a 14-day free trial pipedrive is ideal for any type of small business that is just looking for a CRM Focus platform without all the other unnecessary fluff there many other platforms offer again if you want to dive deeper into pipedrive I have a tutorial on my channel that will help you dive deeper into the CRM platform okay so what is the most appropriate CRM solution for your small business well like I mentioned this depends on your business's needs and your personal preferences I suggest choosing two platforms that we talked about today and testing them out for at least one week with your team before choosing and fully implementing a CRM into your business and there we have it guys that is it for the CRM comparative guide now if you have any questions about this video make sure to pop them down below and with that said thank you so much for watching this video all the way through to the end if you got value make sure you leave a like And subscribe to this Channel and that way I'll see you in the next business tutorial take care guys [Music]