Business is good, but can be better. It’s time to get a good CRM app for your business.
When choosing a CRM app for your business, ask yourself: What customer data do you need to track?
With so many CRM apps available, how do you choose the best one for your business? Here are some factors to consider before you make a decision.
Now on with the list of best apps for CRM!
HubSpot CRM
This CRM app offers powerful free functionality and great website marketing integrations making it the leading CRM software.
Hubspot ties all your marketing activities like email, forms, landing pages, chats, and messenger, giving you clear strategies to drive performance. Its easy user interface and basic free plan are the best to test what CRM can do.
| Outstanding Features | Description |
| Call tracking and recording | Call direct from the app and log your calls automatically to your CRM |
| Email tracking and templates | Send personalised emails from your inbox and get notified when they are opened or clicked |
| Meeting scheduling and booking | Share your availability with prospects and customers and book meetings with them in seconds |
| Deals and tasks management | Create and update deals and tasks from your phone and move them along your pipeline |
| Live chat and chatbots | Connect with your website visitors in real time and qualify leads with automated conversations |
check out HubSpot CRM².
Zoho
Scales with your business and offers a wide range of features. Zoho CRM is a top-rated sales CRM software that optimises customer engagement, converts leads, and grows revenue by closing more deals.
With the Zoho CRM app, you can access your data from anywhere, at any time, even offline. Automate your workflows, processes, campaigns, customer journeys, and more.
| Outstanding Features | Description |
| AI-powered sales assistant | Provides insights, suggestions, and predictions to help you sell smarter and faster |
| Omnichannel communication | Lets you connect with your customers via email, phone, chat, social media, and more from within the app. |
| Advanced analytics and reporting | measure and improve your sales performance with real-time data and dashboards |
| Customisation and integration | tailor the app to your business needs and connect it with other Zoho apps or third-party apps |
| Security and Compliance | Ensure your data is protected with encryption, backup, audit logs, and more. |
Consider Zoho CRM³.
More than 1.5 million users trust Insightly Insightly CRM in 200+ countries worldwide, who use it to grow businesses of all sizes. Go ahead and try Insightly⁴
| Outstanding Features | Description |
| Project management | Plan, track, and deliver projects with milestones, tasks, pipelines, and activity sets. |
| Relationship linking | Map how your contacts are related to each other and to your organisation with bi-directional links. |
| Business intelligence | Analyse your data with interactive dashboards, charts, and reports. |
| Workflow automation | Automate repetitive tasks and processes with triggers, actions, and conditions. |
| Web-to-lead forms | Capture leads from your website and assign them to your sales team automatically. |
Other noteworthy apps are Pipedrive⁵, Freshsales⁶, and Capsule.
Zapier
Zapier works with over 5,000 apps, including the critical business tools you use daily. You can create and manage your automated workflows directly from your phone, monitor your task history, and get help from Zapier support.
For example, create a workflow that adds a new lead to your CRM app when someone fills out a form on your website.
EngageBay, Bitrix24, and Snov.io are the best CRM apps for automation.
Learn more about Zapier
| Outstanding Features | Description |
| App integration | Creates workflows that trigger actions in your CRM app based on events in your other apps |
| The schedule | creates recurring tasks based on time intervals. |
| Formatter | transforms your data in various ways. you can use it to capitalise names, extract phone numbers, or convert currencies in your CRM app. |
| Webhooks | build custom integrations with any app that supports webhooks. |
| Paths | create conditional logic in your workflows |
Monday.com
This CRM app has a simple and intuitive interface and a drag-and-drop pipeline view. Used by over 200,000 organisations in 190 countries, it is highly customisable and flexible.
| Outstanding Features | Description |
| Work OS | Can be used for any kind of work management, not just CRM. Create and customise any solution you need, from sales pipelines to marketing campaigns, product development, and customer support. |
| Apps | Build apps or use apps created by other users or partners. Apps extend functionality by adding new views, widgets, integrations, and automation. |
| Docs | Create documents within monday.com. You can use docs to write notes, instructions, proposals, reports, etc. |
| Mirror Columns | Sync data across different boards. Use mirror columns to display and update information from one board to another without duplicating it. |
But wait, before choosing a CRM app, get the best business phone.
Remember, it’s always the conduit that matters. The first step is to get on the best network and ensure you and your employees have the best phones.
Streamlining your device strategy is not as complicated as it used to be. You just need a good service provider who takes care of everything. Telecom is the foundation of your business, and it needs to be set right.
Give your Business an Edge.
CRM is just the beginning of how you can enhance your daily business tasks. Learn more about how you get an edge in business.
For further queries contact info@initiis.co.uk
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References:
(1) What is CRM? | Microsoft Dynamics 365. https://dynamics.microsoft.com/en-us/crm/what-is-crm/.
(2) Best CRM software of 2023 | TechRadar. https://www.techradar.com/best/the-best-crm-software.
(3) The Best CRM Software for 2023 | PCMag. https://www.pcmag.com/picks/the-best-crm-software.
(4) Best CRM Software For Small Business (April 2023) – Forbes. https://www.forbes.com/advisor/business/software/best-crm-small-business/.
(5) Best free CRM software in 2023 | Zapier. https://zapier.com/blog/best-free-crm/.
(6) 15 Best CRM Apps (Free+Paid) in 2021 – Automate.io Blog. https://automate.io/blog/crm-apps/.
