BEST CRM SOFTWARE FOR SMALL BUSINESSES
BEST CRM SOFTWARE FOR SMALL BUSINESSES
If you are a small business owner and you have not integrated CRM into your business then you are leaving a lot of sales to your competitors On this page today I will be showing you the best CRM software for businesses that can help you 10x your sales conversion, manage customers effectively while you grow your business.
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What is CRM software?
Customer relationship management (CRM) software records all of a company’s sales and marketing activity as well as all interactions with their customers. Many companies do not manage relationships with their customers efficiently and are missing out on a huge opportunity for increased profits through new sales and increased customer retention. A CRM software package helps businesses to record all the information required to make this job much easier.
Benefits of CRM software to your business
CRM Software has a number of great benefits when compared to traditional on-premise CRM solutions. The top benefits are
1. Improved relations with your target market and relationship development with your potential ones.
2. Upswing of profits as a result of better customer relations, being able to anticipate and attend to their needs and demands.
3. Your business is able to cater to your customer’s specific needs efficiently.
4. Convenient cross-selling of products and services by utilizing CRM software that allows you to do this seamlessly and with lesser cost.
5. Establishing a more effective marketing message that’s not hit and miss. With CRM, communicating to your audience is made more specific.
6. Innovation is now more personalized because your organization is equipped with a clear-cut view of what your customers really want and not what you perceive that they want.
7. Because you are able to answer their demands effectively, you are assured of customer loyalty and more customer acquisitions.
With CRM, your business is assured of greatly enhanced customer and prospect interactions. The wide range of tools and features that are part and parcel of CRM makes the sales, marketing and service components of your business more powerful, making end-to-end customer experience much more effective.
Best CRM software for small businesses
Now that you have understood what CRM software is and how it can be of great benefit to your business, lets now show you the best ones that are of fit to your business.
1.Freshwork CRM
Built on the next-generation customer engagement platform, Freshworks CRM helps break internal silos and deliver personalized experiences across marketing and sales.
The AI-powered CRM enables sales and marketing professionals to better understand customers with the right customer insights at the right time across each touch point.
The CRM includes sales force automation, marketing automation, chat, and telephony all in one solution. If you need to build a better partnership between marketing and sales, Freshworks CRM Customer-for-Life Cloud provides an all-in-one solution.
It brings salesforce automation, marketing automation, chat, and telephony together so that you can organize customer information and engagement in one central location.
Marketing teams get a better understanding of who they are marketing to, and sales teams know who they’re selling to.
Features
Contact Lifecycle Stages
A contact goes through various stages in their lifecycle. Create your own lifecycle stages based on your business process.
Custom Fields
Create custom fields—text, date pickers, checklist, and even formula fields to collect and store information for your business.
Custom Sales Activities
Create custom activities and define their outcomes. Track interactions, check-in to meetings, log calls, add notes, and more.
Multi-currency and Multi-language
Manage transactions in the local currency, automate currency conversion, and customize your CRM to speak your preferred language.
Custom Modules
Create custom modules to capture additional information that is unique to your business process.
Task Management
Create tasks, reminders, and appointments. Get an overview of upcoming activities on the activity dashboard, and avoid missing on opportunities.
Auto-assignment Rules
Freshworks CRM automatically assigns leads to salespeople across territories, based on lead-routing rules.
Sales Sequences
Automate sequences of sales actions like emails, calls, and SMSes, and personalize interactions to close deals faster.
Workflows
Automate your key tasks and business processes with intelligent workflows. Reduce manual dependency, save time, and sell more.
Internal Notifications
Send notifications to internal teams when certain custom actions are completed, including lead sign ups, upgrades, cancellations, and more.
Contextual Collaboration with Slack
Give access to team members to take part in deal-related discussions. Use Slack for real-time collaboration and close more deals.
Deliver the right emails at the right time. Connect your email inbox with Freshworks CRM to send, track, and manage emails.
Phone
Make calls from your CRM with a single click and add context to conversations with call logs, and recordings.
Chat
Interact with your website visitors and build relationships in real-time. Respond to chats directly from the CRM and funnel quality leads.
WhatsApp Business
With the WhatsApp integration, you can read and respond to WhatsApp messages from Freshworks CRM.
Apple Business Chat
Receive iMessages and reply to them using the chat widget in Freshworks CRM.
SMS
Reach your contacts’ pockets. Freshworks CRM integrates with your SMS provider to send SMS to your contacts.
Conversion Rate Optimization
Analyze visitor behavior, and optimize your website for better conversions using Heatmaps, Session Replay, A/B Testing, and more.
Web Forms
Capture visitor information seamlessly with webforms. You can create new code-free forms from scratch, or track existing web forms.
Marketing Lists
Build new lists, import existing lists, and group your contacts based on various conditions and different types of campaigns.
Segments
Create smart segments and target your audience better. Segment your contacts based on demography, geography, behavior, and more.
Visual Email Builder
Design emails from scratch with an intuitive drag-and-drop email builder. Create responsive emails effortlessly for multiple devices.
Marketing Journey Builder
Use triggers, actions, controls, and delays to build extensive customer journeys, automate email sequences, set up autoresponders, and more.
Landing Pages
Build beautiful landing pages in minutes with an easy-to-use landing page builder and convert more traffic into leads.
Lead Generation Bot
Set up custom bots on your website and automate chat messages to collect visitor information across sessions, provide relevant information, and offer valuable content
Auto-profile Enrichment
Freshworks CRM automatically enriches your contacts with their social and publicly listed information.
Predictive Contact Scoring
Prioritize the contacts you interact with. Freddy AI goes through historical data and assigns a score to every contact
Deduplication by Freddy
Freddy proactively looks for, detects, and displays duplicate leads or contacts in the CRM by matching them based on their identifiers such as name, email, or mobile number.
Out-of-office Detection
Freddy analyses incoming emails and alerts when the contact is unavailable. Reschedule your tasks, appointments, calls, emails, and other sales activities effortlessly.
Deal Insights
Make better decisions and close more deals. Freddy analyzes historical data and engagement to find deals that you should focus on
PIPELINE MANAGEMENT
Move your deals up the sales ladder
Seize every opportunity to close more deals.
Multiple Sales Pipelines
Manage different sales teams and keep track of their deals. Visualize your sales processes and create pipelines with relevant deal stages.
Product Catalog
Track your expanding product and service catalog. Add products to deals to auto calculate deal value without any manual errors.
Sales Goals
Set sales goals based on revenue and closed deals; define a time range, effectively track progress, and achieve targets.
Sales Forecasting
Commit to deals and set best-case estimates to make accurate sales forecasts
Rotten Deals
Focus on the deals that need more attention. Assign a deal age and Freshworks CRM will highlight the deals that are rotting.
ANALYTICS
Get action-oriented insights with visual reports
Analyze team performance across geographies and territories, and get insights into all metrics.
Standard Reports
Choose from various built-in reports, visually analyze your data within minutes, and track your metrics
Attribution Reports
Identify sources that contribute to growth. Track your contacts’ interaction and attribute every touchpoint towards a conversion.
Conversion Reports
Focus on your conversion rate. Track your deals over different time periods, and see how your contacts converted.
Win-loss Analysis
Get complete context on your sales performance. Evaluate sales trends, analyze win and loss rates, and make better decisions.
Custom Reports
Create reports that fit your requirements. Decide which metrics you want to track, add charts and widgets, and build reports from scratch.
GOVERNANCE
Control the accessibility of your data
Manage roles and responsibilities, and control access to information.
Audit Logs
View a chronological sequence of changes made on your account by users.
Custom Roles
Create roles from scratch with different properties and define the scope of each user. Grant access to users depending on their role.
Field Permissions
Make sensitive data fields editable, readable, or hidden. Configure permissions for individual fields and regulate access to critical information.
INTEGRATIONS
Expand the capabilities of Freshworks CRM
Choose from hundreds of applications to connect to and empower yourself with more capabilities.
API Access
Transfer data between different applications. Seamlessly integrate with other technologies and apps with APIs access.
Freshdesk
Set up two-way contact sync with Freshdesk in real-time. View support tickets, add notes, track tickets, and boost customer satisfaction.
Marketplace
Harness the power of the Freshworks platform. Extend your experience by integrating with over 100 apps, and scale faster.
Freshsuccess
Evaluate contact health with Freshsuccess integration. Empower account managers with rich customer data, and increase retention.
Webhooks
Integrate with other tools using webhooks. Push data to third-party applications securely and reliably.
MOBILE
Manage relationships from anywhere
Access data from anywhere, at anytime.
Google Maps
The Freshworks CRM mobile app syncs with your Google maps. Book an Uber or get directions to your contacts’ location.
Check-in
Mark your presence at an offline meeting by checking-in to your current location and keep your team in the loop.
Voice Notes
Don’t miss a single detail about your interaction with the contact. Add voice notes to your records and give more context to your teams.
Mobile Offline Mode
Stay up-to-date with your deals even when you are offline. Store records on your mobile app for offline access, and add more data.
Gmail Add-on
Access your CRM information within Gmail. Get complete context about your contacts in a single look, add tasks, schedule appointments, make notes, and more.
Outlook Add-on
Sync your Freshworks CRM mobile app with your Outlook ID. Bring onboard contact lists from your Office 365 account.
Contact Lifecycle Stages
A contact goes through various stages in their lifecycle. Create your ownlifecycle stages based on your business process.
Custom Fields
Create custom fields—text, date pickers, checklist, and even formula fields to collect and store information for your business.
Custom Sales Activities
Create custom activities and define their outcomes. Track interactions, check-in to meetings, log calls, add notes, and more.
Multi-currency and Multi-language
Manage transactions in the local currency, automate currency conversion, and customize your CRM to speak your preferred language.
Custom Modules
Create custom modules to capture additional information that is unique to your business process.
Task Management
Create tasks, reminders, and appointments. Get an overview of upcoming activities on the activity dashboard, and avoid missing on opportunities.
Auto-assignment Rules
Freshworks CRM automatically assigns leads to salespeople across territories, based on lead-routing rules.
Sales Sequences
Automate sequences of sales actions like emails, calls, and SMSes, and personalize interactions to close deals faster.
Workflows
Automate your key tasks and business processes with intelligent workflows. Reduce manual dependency, save time, and sell more.
Internal Notifications
Send notifications to internal teams when certain custom actions are completed, including lead sign ups, upgrades, cancellations, and more.
Contextual Collaboration with Slack
Give access to team members to take part in deal-related discussions. Use Slack for real-time collaboration and close more deals.
Deliver the right emails at the right time. Connect your email inbox with Freshworks CRM to send, track, and manage emails.
Phone
Make calls from your CRM with a single click and add context to conversations with call logs, and recordings.
Chat
Interact with your website visitors and build relationships in real-time. Respond to chats directly from the CRM and funnel quality leads.
WhatsApp Business
With the WhatsApp integration, you can read and respond to WhatsApp messages from Freshworks CRM.
Apple Business Chat
Receive iMessages and reply to them using the chat widget in Freshworks CRM.
SMS
Reach your contacts’ pockets. Freshworks CRM integrates with your SMS provider to send SMS to your contacts.
Conversion Rate Optimization
Analyze visitor behavior, and optimize your website for better conversions using Heatmaps, Session Replay, A/B Testing, and more.
Web Forms
Capture visitor information seamlessly with webforms. You can create new code-free forms from scratch, or track existing web forms.
Marketing Lists
Build new lists, import existing lists, and group your contacts based on various conditions and different types of campaigns.
Segments
Create smart segments and target your audience better. Segment your contacts based on demography, geography, behavior, and more.
Visual Email Builder
Design emails from scratch with an intuitive drag-and-drop email builder. Create responsive emails effortlessly for multiple devices.
Marketing Journey Builder
Use triggers, actions, controls, and delays to build extensive customer journeys, automate email sequences, set up autoresponders, and more.
Landing Pages
Build beautiful landing pages in minutes with an easy-to-use landing page builder and convert more traffic into leads.
Lead Generation Bot
Set up custom bots on your website and automate chat messages to collect visitor information across sessions, provide relevant information, and offer valuable content
Auto-profile Enrichment
Freshworks CRM automatically enriches your contacts with their social and publicly listed information.
Predictive Contact Scoring
Prioritize the contacts you interact with. Freddy AI goes through historical data and assigns a score to every contact
DE duplication by Freddy
Freddy proactively looks for, detects, and displays duplicate leads or contacts in the CRM by matching them based on their identifiers such as name, email, or mobile number.
Out-of-office Detection
Freddy analyses incoming emails and alerts when the contact is unavailable. Reschedule your tasks, appointments, calls, emails, and other sales activities effortlessly.
Deal Insights
Make better decisions and close more deals. Freddy analyzes historical data and engagement to find deals that you should focus on
PIPELINE MANAGEMENT
Move your deals up the sales ladder
Seize every opportunity to close more deals.
Multiple Sales Pipelines
Manage different sales teams and keep track of their deals. Visualize your sales processes and create pipelines with relevant deal stages.
Product Catalog
Track your expanding product and service catalog. Add products to deals to auto calculate deal value without any manual errors.
Sales Goals
Set sales goals based on revenue and closed deals; define a time range, effectively track progress, and achieve targets.
Sales Forecasting
Commit to deals and set best-case estimates to make accurate sales forecasts
Rotten Deals
Focus on the deals that need more attention. Assign a deal age and Freshworks CRM will highlight the deals that are rotting.
ANALYTICS
Get action-oriented insights with visual reports
Analyze team performance across geographies and territories, and get insights into all metrics.
Standard Reports
Choose from various built-in reports, visually analyze your data within minutes, and track your metrics
Attribution Reports
Identify sources that contribute to growth. Track your contacts’ interaction and attribute every touchpoint towards a conversion.
Conversion Reports
Focus on your conversion rate. Track your deals over different time periods, and see how your contacts converted.
Win-loss Analysis
Get complete context on your sales performance. Evaluate sales trends, analyze win and loss rates, and make better decisions.
Custom Reports
Create reports that fit your requirements. Decide which metrics you want to track, add charts and widgets, and build reports from scratch.
GOVERNANCE
Control the accessibility of your data Manage roles and responsibilities, and control access to information.
Audit Logs
View a chronological sequence of changes made on your account by users.
Custom Roles
Create roles from scratch with different properties and define the scope of each user. Grant access to users depending on their role.
Field Permissions
Make sensitive data fields editable, readable, or hidden. Configure permissions for individual fields and regulate access to critical information.
INTEGRATIONS
Expand the capabilities of Freshworks CRM Choose from hundreds of applications to connect to and empower yourself with more capabilities.
API Access
Transfer data between different applications. Seamlessly integrate with other technologies and apps with APIs access.
Freshdesk
Set up two-way contact sync with Freshdesk in real-time. View support tickets, add notes, track tickets, and boost customer satisfaction.
Marketplace
Harness the power of the Freshworks platform. Extend your experience by integrating with over 100 apps, and scale faster.
Freshsuccess
Evaluate contact health with Freshsuccess integration. Empower account managers with rich customer data, and increase retention.
Webhooks
Integrate with other tools using webhooks. Push data to third-party applications securely and reliably.
MOBILE
Manage relationships from anywhere access data from anywhere, at anytime.
Google Maps
The Freshworks CRM mobile app syncs with your Google maps. Book an Uber or get directions to your contacts’ location.
Check-in Mark your presence at an offline meeting by checking-in to your current location and keep your team in the loop.
Voice Notes
Don’t miss a single detail about your interaction with the contact. Add voice notes to your records and give more context to your teams.
Mobile Offline Mode
Stay up-to-date with your deals even when you are offline. Store records on your mobile app for offline access, and add more data.
Gmail Add-on
Access your CRM information within Gmail. Get complete context about your contacts in a single look, add tasks, schedule appointments, make notes, and more.
Outlook Add-on
Sync your Freshworks CRM mobile app with your Outlook ID. Bring onboard contact lists from your Office 365 account.
Pros and cons
Testimonial
“To deliver great customer experiences, we needed to adopt a robust platform that can grow and scale with our business. With Freshworks CRM, Dyson has visibility into every customer’s interaction with our brand. Our teams can now seamlessly engage with customers as they move from channel to channel, ensuring their context and history moves with them.”
Nikhil Rastogi
Head of Marketing Dyson
Conclusion
We have done a very decent research on this topic, before choosing fresh work as the best CRM for small business.
Factors of pricing easy interface and customer support was thoroughly consider .
No Responses
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