Choosing a Simple CRM Software
Landing on your ideal simple CRM system shouldn’t be too difficult, as long as you know what you’re looking for. Aside from prioritizing CRM general factors, there are some additional green flags to look out for, to ensure your chosen system is able to meet your needs.
Ease of use
Certain CRM software is a lot easier to use than others.
When shopping around for a simple CRM system, we recommend prioritizing options with intuitive interfaces, streamlined setup processes, and user-friendly mobile apps to help you manage customer relationships on the go. In our tests, we found that Freshsales’ simple layout and interface contributed to its ease of use.
Pricing factors
With so many businesses still feeling the squeeze from the economic turbulence of the last few years, pricing will naturally make its way to the forefront of many companies’ decision-making processes.
It’s all about getting bang for your buck — especially when it comes to contact database sizes, which vary widely from plan to plan but also from provider to provider. If you are looking for an accessible pricing option, Freshsales impressed us most during testing.
Customer support
Customer support can make or break a provider — especially if usability is important to you. There’s a surprising gulf between providers in terms of what customer support options they offer, so we’d advise prioritizing systems that offer round-the-clock availability, and a range of channels for resolving queries.
We found Pipedrive’s 24/7 live support via both chat and phone to be particularly valuable in our tests.
Customizability
Customizability is an incredibly important factor for some companies searching for the ideal CRM software. The manner of the customization is important too — again, another reason monday CRM excels. It’s easy to sculpt the software to do what you want to do without delving into the system settings or getting lost in menus.
Our researchers were impressed by monday CRM’s extensive customization options across the entire platform during testing.
Features
Choosing the right CRM software for your business will include assessing and comparing the features on offer. Some CRM software plans have better marketing features, while others focus on sales, so it’s critical for buyers to work out what essential capabilities they need first, and work backward from there.
Pipedrive’s extensive security features caught our eye during testing, making it a great option for businesses wanting to focus on privacy and security.
Integrations
Whether you’re trying to populate your platform with data from social media or want to automate some of your day-to-day operations, you will likely need some third-party integrations to ensure your system runs as smoothly and efficiently as possible. During our tests, we enjoyed being able to integrate Zoho CRM with a vast array of other business products on offer.
If you have specific needs, you should consider platforms that offer API integration too.
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