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List of the best CRM softwares
Here are some of the best free CRM software platforms, with enticing free plans:
1. monday Sales CRM : Best for sales automation
Monday.com is a versatile CRM tool that improves workflow management and monitoring the performance of sales teams across a variety of industries.
Choose from three models (sales, partner management, etc.) according to your needs.
Features
- Intuitive task management: With the sales model using the Kanban technique, visualize your prospects and their progress.
- Integration of forms on the website: Submissions are saved directly to your Monday.com board for better organization.
- Automatic creation of a database: For easy access to relevant customer information.
- Customer table: Allows your customers to follow the progress of the project.
- Communication and file sharing: Facilitates exchanges between teams and customers.
READ MORE >> Detailed monday.com review and test
Pricing
- Basic plan: $8 per seat per month ($24/month billed annually) for access to basic features and 5 GB of storage.
- Standard plan: $10 per seat per month ($30/month billed annually) with 20GB of storage and Zoom integration.
- Pro plan: $16 per seat per month ($48/month billed annually) for 100GB of storage and time tracking
- Business plan: Offers 1TB of storage, 50 boards per dashboard, and a secure lock mode.
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Our Take
Monday.com is a versatile CRM tool that optimizes the workflow and performance monitoring of sales teams.
With its three adaptable models, it offers intuitive task management via the Kanban method, effectively organizes prospects and automates customer interactions.
Its strengths include the integration of directly synchronized web forms, the automatic creation of an accessible customer database, a dashboard shared with customers to monitor the progress of projects, as well as communication and file sharing functionalities facilitating collaboration.
However, some users may find the initial interface a bit complex with lots of options. In addition, the rate can be high for small businesses with limited needs.
Despite these few reservations, Monday.com remains a robust and comprehensive choice for streamlining its sales process and improving task tracking and customer communication. It is a wise investment for teams looking for a powerful and customizable CRM solution, ready to take the time to master its rich interface.
2. PipeDrive : Best for ease of use
PipeDrive software is a customer relationship management (CRM) tool designed to drive sales in an efficient and organized manner for every business, making lead tracking and customer communication simpler and smoother.
Features
- Visual pipeline management : Easily follow the path of your prospects to the sale, with an intuitive visual interface.
- Sales automation : Save time on repetitive tasks through automation.
- Email tracking : Keep track of all emails sent and received for accurate tracking of customer interactions.
- Call Management : Record calls and schedule reminders directly from the PipeDrive interface.
- Detailed reports and analyses : Take advantage of in-depth performance analyses to make decisions based on concrete information for businesses
While PipeDrive offers robust features, it should be noted that integrating it with other tools may require some effort.
READ MORE >> Detailed PipeDrive review and test
Pricing
- Essential : $12.50 per user per month, billed annually.
- Advanced : $24.90 per user per month, billed annually.
- Professional : $49.90 per user per month, billed annually.
- Enterprise : $99 per user per month, with a minimum of 10 users, billed annually.
Our Take
PipeDrive is a CRM software designed to boost sales in an efficient and organized manner. It simplifies lead tracking and streamlines customer communication thanks to an intuitive visual interface.
Its strengths include visual pipeline management to easily follow the path of prospects, the automation of repetitive tasks (saving time), the accurate tracking of emails and calls directly integrated, as well as detailed reports and analyses to make informed decisions.
However, integrating with other tools may require effort and some technical expertise. Additionally, some advanced users may find the customization options a bit limited compared to more comprehensive but complex CRMs.
Despite these few caveats, PipeDrive is still a great option for businesses looking for a simple and effective CRM. Its clean interface and key features make it a smart choice to optimize your sales process without drowning in superfluous options. It is a valuable ally for teams who value ease of use and want to focus on what matters most.
3. Freshsales : Best for sales teams
Freshsales is a comprehensive CRM software tool designed to optimize sales efforts by providing AI-based intelligence and facilitating CRM.
Features
- Email, phone, and chat integration : This feature frees up sales teams' time by automating the sales process, improving their efficiency and productivity.
- Freddy AI : The AI tool offers valuable insights into the best sales opportunities, recommendations for actions to take, and the ability to forecast revenue through sales forecasts.
- Limitations : Some top-level tools like workflows, chatbot tools, and advanced reporting are only available with premium plans. However, the free and basic plans are still a good starting point, with the possibility of upgrading once you are familiar with the tool.
READ MORE >> FreshSales detailed review and test
Pricing
- Free plan : Freshsales offers a completely free plan.
- GROWTH Plan : This plan is available at $15.
- PRO plan : This plan is available for $39.
- ENTERPRISE plan : The high-end plan is offered at $69.
Our Take
Freshsales is a comprehensive CRM software that optimizes sales efforts through AI-based insights and easy customer relationship management.
Its assets include the native integration of emails, calls and chats to automate the sales process and gain efficiency. The Freddy AI tool offers relevant recommendations on the best opportunities, actions to take, and useful revenue forecasts.
However, some advanced features like workflows, chatbots, and advanced reporting are reserved for premium plans, which can frustrate users with specific needs. However, the free and basic versions are still good entry points.
Despite these limitations, Freshsales is a solid choice for businesses looking for an intelligent and intuitive CRM. Its combination of automation and insights helps optimize business performance.
It's an evolving option, ideal for getting familiar with it before exploring more advanced features.
4. HubSpot CRM: Best for marketing integration
HubSpot CRM software is a robust and free tool for businesses to improve the efficiency of the sales process and customer relationship management for an unlimited number of users. for your business.
Features
- Attribution and lead tracking : Allows you to effectively manage the sales process by assigning and tracking leads.
- Workflow Management : Helps organize tasks and customer interactions more effectively.
- Email marketing tools : Offers the possibility of creating email marketing campaigns to reach a wider audience.
- Compatibility : Easily integrates with G Suite and Microsoft Office, ensuring seamless data sync. The tool can also be connected to other applications like Google Sheets, Facebook Lead Ads, and Slack using Zapier.
However, the software has some limitations, including some “light” features that may require the purchase of additional marketing products, and limited customization that can pose challenges for some small niche businesses.
READ MORE >> Detailed Hubspot review and test
Pricing
- Gratuit : HubSpot's CRM tool is completely free and allows for an unlimited number of users.
- Paid extensions : Marketing Hub, Sales Hub, and Service Hub packs are available at $50 per month.
- The HubSpot CMS software starts at $29 per month and the all-in-one Starter CRM Suite starts at $49 per month.
Our Take
HubSpot CRM is a robust, free tool that improves sales process efficiency and customer relationship management for an unlimited number of users.
Its strengths include lead attribution and tracking to effectively manage sales, workflow management to organize customer tasks and interactions, integrated email marketing tools, and easy compatibility with suites like G Suite, Microsoft Office, and more via Zapier.
However, some features may seem limited, sometimes requiring the purchase of additional marketing products. Limited customization can also pose challenges for small niche businesses with specific needs.
Despite these few reservations, HubSpot CRM remains an excellent free and scalable option for optimizing sales and customer relationships.
Its range of functionalities, its marketing integration and its extension options make it a wise and adaptable choice, ideal for getting familiar with CRM before exploring more advanced tools if necessary.
It is a valuable ally to gain efficiency without initial investment.
5. EngageBay: Best value for money
EngageBay is an all-in-one platform offering three suites oriented to different business processes, including GRC through its CRM & Sales Bay offer.
Features
- Simplified contact management : This platform is designed to facilitate contact management and promote business growth.
- Multi-channel listening : Allows you to combine contact information from all customer touchpoints.
- Behaviour monitoring : Offers the possibility to track the activity of contacts, their behavior on the web, their response to emails, opening and click rates and much more.
- Multiple integrations : Compatible with Gmail, Office 365, or any other IMAP service, as well as with Zapier, Shopify, SendGrid, Mailgun, Xero, and Mandrill.
Nonetheless, EngageBay still has areas for improvement, especially when it comes to the number of native integrations with third-party applications and the email template options, which are quite limited.
READ MORE >> EngageBay review and detailed test
Pricing
- Gratuit : A free plan is available, limited to 500 contacts and 1,000 personalized emails.
- BASIC : $13.99 per month
- GROWTH : $39.99 per month
- PRO : $63.99 per month
Our Take
EngageBay is an all-in-one platform offering three suites, including one dedicated to customer relationship management (GRC) with CRM & Sales Bay.
Its advantages include simplified contact management to promote growth, multi-channel listening that centralizes customer information, advanced behavioral monitoring (activity, email response, opening rates and clicks...), as well as multiple integrations with tools such as Gmail, Office 365, Zapier, Shopify, SendGrid, etc.
However, EngageBay would benefit from expanding its native integrations with third-party applications and offering more email template options, which are still limited.
Despite these areas for improvement, EngageBay offers excellent value for money to optimize its GRC. Its varied functionalities, its multi-channel listening and its pricing options make it a relevant choice, especially for businesses looking for an affordable and easy to use solution. This is a good starting point for structuring your customer relationship before opting for more advanced tools if necessary.
LEARN MORE >> Discover now EngageBay 100% Free
6. Salesforce: Best for big businesses
Salesforce is a leading CRM platform, offering an array of features to support sales, customer support, and marketing.
Features
- Complete customer relationship management : Stay in control of the entire sales process, from the first contact to the closing of the sale.
- Customization and automation : Adapt Salesforce software to your specific needs and automate tasks to increase efficiency.
- Advanced analytics : Use powerful data to make informed decisions and improve performance.
- AI integration : Leverage the power of Salesforce Einstein to get sales forecasts, automated recommendations, and more.
- Cross-platform connection : Access your data and work from anywhere with the Salesforce mobile app.
However, Salesforce's vast array of features can make it complex for new users.
READ MORE >> SalesForce review and detailed test
Pricing
- Essentials : $25 per user per month, billed annually.
- Professional : $75 per user per month, billed annually.
- Enterprise : $150 per user per month, billed annually.
- Unlimited : $300 per user per month, billed annually.
Our Take
Salesforce is an undisputed leader in CRM platforms, offering a comprehensive range of features to optimize sales, customer support, and marketing.
Its strengths include end-to-end customer relationship management, strong customization and task automation, advanced data analytics to inform decisions, the integration of AI via Salesforce Einstein for intelligent recommendations, as well as cross-platform access through its mobile app.
However, the breadth of features can make getting started complex for new users, with a learning curve to be expected.
Despite this reservation, Salesforce remains the ultimate reference for businesses looking for an ultra-complete and powerful CRM. Its functional richness, its analysis and AI capabilities, and its accessibility make it a premium choice to revolutionize customer management. It is a significant but highly strategic investment for organizations ready to exploit the full potential of a cutting-edge CRM.
FIND OUT MORE >> Discover Salesforce software For a CRM that evolves taken in hand with your business activity.
7. Streak CRM: Best for customer management in Gmail
Streak is a CRM solution that's integrated directly into your Gmail inbox.
The software offers a set of tools for customer relationship management that focus on simplicity and integration with everyday e-commerce tools.
Features
- Full integration with Gmail : Enables easy adoption for new users and CRM directly from your inbox.
- Messaging tools : Customizable email templates and bulk sending features.
- Email tracking : Allows you to know who has read your email, where and how many times, to improve visibility and follow-up management.
- Call logs and meeting notes : Keep track of your interactions outside of the inbox that's easy to find.
- Lead management and sales : Create an unlimited number of pipelines to track your leads and sales.
Despite its advantages, it should be noted that Streak is a browser extension, which can be restrictive when changing devices.
Additionally, as a lightweight CRM software, it may not be sufficient to handle more complex business view processes.
READ MORE >> Streak CRM review and detailed test
Pricing
- FREE : $0
- SOLO : $15 per month
- PRO : $49 per month
- ENTERPRISE : $129 per month
The Streak software offers a solution of CRM simple and well-defined integrated for customers who use Gmail as their primary email platform.
Our Take
Streak is a CRM that's cleverly integrated with Gmail, offering customer relationship management directly from your inbox.
Its assets include easy adoption thanks to its native integration with Gmail, practical email tools (email templates, mass mailing), detailed email tracking (reading, location, number of views), accessible call logs and meeting notes, and accessible call logs and meeting notes, as well as unlimited lead management and sales pipelines.
However, as a browser extension, Streak can be restrictive when changing devices. In addition, this lightweight CRM can show its limits in the face of complex sales processes.
Despite these reservations, Streak is still a great option for Gmail users looking for a simple and intuitive CRM. Its transparent integration, its essential functionalities and its various formulas make it a smart choice to effectively manage its customer relationship on a daily basis. It's a good compromise for businesses that value ease of use and rapid adoption, without the need for an oversized CRM.
LEARN MORE >> Discover Streak CRM without risks
8. Axonaut: Best for European BtoB companies
Axonaut is a French CRM software for small and medium-sized businesses, offering an all-in-one solution for managing sales, marketing, billing, purchasing, and finances.
Features
- Contact and sales management : Allows you to follow up with prospects and customers, and to manage sales easily for your team's needs
- Project management : Offers tools to track the progress of projects, define tasks, and monitor their progress.
- Email marketing : Offers features for sending newsletters, creating email campaigns and monitoring their performance.
- Billing and accounting : Provides tools for creating invoices, tracking payments, and managing expenses.
Axonaut is distinguished by its ease of use, its orientation towards SMEs and its French headquarters
READ MORE >> Axonaut review and detailed test
Pricing
- Free trial : Axonaut offers a free two-week trial period to test the product.
- Monthly rate : The price is €49.99 excluding VAT per user per month if you pay monthly.
- Biennial rate : You can benefit from a reduced cost of 34.99€ HT per user per month if you commit to a period of 2 years.
Our Take
Axonaut is an all-in-one French CRM software, ideal for SMEs, covering sales, marketing, billing, purchasing, and finance management.
Its strengths include simplified contact and sales management to effectively follow up prospects and customers, project management tools to manage tasks and their progress, emailing features to create and analyze campaigns, as well as a billing-accounting component to easily manage finances and payments.
However, some users point to opportunities for improvement in customer support and the customization of reports, which are still a bit limited.
Despite these slight weaknesses, Axonaut remains a relevant choice for European SMEs, in particular French ones. Its functional versatility, its ease of handling and its attractive prices make it a good quality-price ratio for structuring and optimizing all of its commercial processes. It is an interesting alternative to generalist CRMs for BtoB companies attached to a local tool.
9. Zoho CRM: Best for integrating with Zoho
Zoho CRM is a customer relationship management platform that offers a range of features tailored to small businesses.
It offers a simplified user interface, customizable modules, efficient automation, and useful tools for media and social networks.
Features
- Specific workflows : Zoho CRM allows you to create and define specific workflows to help streamline daily operations.
- Lead Management : Zoho CRM helps you manage your leads effectively, improving the chances of conversion.
- Social media integration : With the integration of Twitter and Facebook, you can reach prospects at the right time to maximize conversions.
- Sales forecasting : By upgrading to the Standard version, you can access sales forecasting tools to help you plan for the future.
- KPI and performance monitoring : The Enterprise version offers detailed KPI and performance tracking, including sales tracking, data comparison across users, teams, regions, products/services, and more.
READ MORE >> Detailed Zoho CRM review and test
Pricing
- Gratuit : For a maximum of 3 users
- Standard : $20 per user per month
- Professional : $35 per user per month
- Enterprise : $50 per user per month
- Ultimate : $65 per user per month (with an exclusive 30-day free trial)
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Our Take
Zoho CRM is a comprehensive customer management platform for small businesses, with a simplified interface and customizable modules.
Its assets: creation of specific workflows, effective lead management, integration with social networks, sales forecasting and performance monitoring.
Some limitations: customization options and lack of integrated project management.
Zoho CRM remains an affordable and easy choice to use to optimize your customer relationship. Its integration into the Zoho ecosystem and its various formulas make it a good starting point before more advanced tools.
LEARN MORE >> Discover Zoho CRM now
10. Capsule CRM: Best for startups and SMEs
Capsule is a database but also a CRM software designed to professionalize your interactions with customers, prospects and colleagues, all via a user-friendly interface that does not require any learning curve.
Features
- Simplified management of daily work : Access your sales pipelines at a glance (offers, lead generation, proposals, customer data, etc.) and track the tasks of your team.
- Easy search for key information : Import your contact lists from Gmail, Outlook, CSV files, or databases.
- Multiple integrations (Professional Version): Integration with Zapier, G-Suite, Zendesk, G-Suite, Zendesk, Twitter, and Mailchimp to gather information and generate leads from all your applications.
However, Capsule has some limitations, including a limit of 250 contacts for the free version and the need to remember to send CCI emails to your Capsule “drop box” to ensure follow-up and automatic contact generation.
READ MORE >> Capsule CRM review and detailed test
Pricing
- Free Basic Version : For a maximum of 2 users and 250 contacts.
- Professional version : $18 per month.
- Teams version : $36 per month.
- Enterprise version : $54 per month.
A 30-day free trial is available for the Professional and Teams versions.
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Our Take
Capsule is a user-friendly CRM to professionalize interactions with customers and prospects, without a learning curve.
Advantages: simplified management of sales pipelines, easy search for key information, multiple integrations (Zapier, G-Suite, Mailchimp...).
Limits: ceiling of 250 contacts (free version), need to send emails to CCI for follow-up.
Despite this, Capsule remains an effective solution for startups and SMEs looking for an affordable and intuitive CRM. Its immediate handling and its integrations make it a good choice to structure its customer relationship without complexity.
FIND OUT MORE >> Discover Capsule for simplified and effective customer relationship management.
11. Insightly: Best for integrated project management
Insightly is a complete and flexible CRM solution.
It offers a free version and a range of paid plans, ideal for lead management and sales pipeline monitoring.
Features
- Lead Management : Effective tools to track and convert prospects.
- Workflow automation : Automate routine tasks for greater efficiency.
- Personalization : Build custom applications and data visualizations to track your key metrics.
- Security Management : Manage permissions by business role and/or department to protect sensitive information.
- Integrations : Insightly integrates natively with G-Suite, Microsoft 365, Microsoft 365, Mailchimp, Slack, Dropbox, QuickBooks, and more.
The free version of Insightly is limited to two users and has some restrictions, such as the lack of a data backup system, limits on sending bulk emails, and the number of custom fields.
READ MORE >> Insightly review and detailed test
Pricing
- Free plan : For a maximum of 2 users.
- Plus Plan : $29 per month.
- Professional plan : $49 per month.
- Enterprise plan : $99 per month.
A free 14-day trial is available for the Plus and Professional plans.
Our Take
Insightly is a complete and flexible CRM that is ideal for managing leads and monitoring the sales pipeline.
Strengths: effective lead management, task automation, extensive customization, access control, native integrations (G-Suite, Mailchimp, Slack...).
Limits: restricted free version (2 users max, no backup, limits on emails and personal fields).
Despite these constraints, Insightly remains an interesting choice for structuring customer relationships and sales. Its customization and automation options make it a valuable ally for increasing productivity. A good compromise for SMEs before moving to a more advanced CRM.
12. SugarCRM: Best for open source
SugarCRM is a robust CRM software that offers solutions to automate your company's sales processes, customer service, and marketing actions.
Features
- Sales automation : Manage your leads, opportunities and customer accounts effectively.
- Customer service : Provide quality service with effective ticket and support request management.
- Marketing : Create and track marketing campaigns to attract and retain customers.
- Data analysis : Access detailed reports and analytics to make decisions based on data.
However, it should be noted that the learning curve can be quite steep and that customer service has sometimes been criticized.
READ MORE >> SugarCRM detailed review and testing
Pricing
- Sugar Professional : $40 per user per month with a minimum of 10 users.
- Sugar Enterprise : $65 per user per month with a minimum of 10 users.
- Sugar Serve : $80 per user per month with a minimum of 10 users.
Our Take
SugarCRM is a comprehensive, open-source CRM software for automating sales, customer service, and marketing.
Assets: effective management of leads and accounts, support tickets, marketing campaigns, advanced data analysis.
Weaknesses: steep learning curve, customer service sometimes criticized.
Despite these drawbacks, SugarCRM remains a solid choice for businesses looking for a powerful and customizable CRM. Its open approach and its varied functionalities make it a good compromise between flexibility and performance. An investment that can pay off in the long term.
13. noCRM: Best for lead management
noCRM is a CRM solution designed to help businesses manage and track their leads more effectively.
Features
- Lead Management : Keep track of your prospects and organize them according to their status.
- Monitoring of each activity : Follow the complete sales cycle, from prospecting to closing the sale for sales teams
- Mobile functionality : Access your sales data anytime and anywhere using the mobile app.
- Integrations : Easily integrates with various software such as Google Apps, Slack, and Zapier.
However, the software may not be as robust in managing other aspects of the customer relationship, such as customer service and marketing.
READ MORE >> Review and detailed test of noCRM
Pricing
- Starter : €10 per user per month.
- Team : €17 per user per month.
- Expert : €25 per user per month.
Our Take
noCRM is a CRM dedicated to the management and effective follow-up of leads.
Strengths: organization of prospects by state, complete monitoring of the sales cycle, mobile app, integrations (Google Apps, Slack, Zapier).
Limits: may be less suitable for managing customer service and marketing.
noCRM is a relevant choice for businesses looking to optimize their lead management. Its specialization and simplicity make it an effective tool for tracking sales. Ideal for structuring your prospecting without getting lost in superfluous functionalities.
FIND OUT MORE >> noCRM is a solid option to consider for your solution needs.
Other software not seen: Microsoft Dynamics 365, OnePageCRM, and Agile CRM
What is a CRM (Customer Relationship Management) ?
At the heart of any business strategy aimed at optimizing customer relationships, there is an essential player: CRM software, or Customer Relationship Management. A true leader in managing customer interactions, CRM plays a crucial role in improving sales, prospecting, marketing and after-sales service.
But what exactly is a CRM? It is a system or set of software specially designed to help businesses effectively and centrally manage their relationships with a wide range of stakeholders: prospects, current or past customers, business partners, suppliers...
The primary objective of CRM software is to facilitate and streamline these interactions, by offering a 360° view of each contact. Thanks to this tool, businesses can thus acquire new customers more easily, gain their trust, provide them with quality support and offer them personalized services throughout the relationship.
Beyond these operational advantages, CRM is a real growth driver for businesses. By making it possible to create and maintain positive and lasting relationships with customers, it directly promotes the increase in turnover and the improvement of customer satisfaction.
In conclusion, CRM software is much more than a simple tool: it is an indispensable strategic ally for any company wishing to place customer relationships at the heart of its success. With it, optimize your interactions, boost your commercial performance and give a new dimension to your customer experience!
Benefits of CRM software to propel your business
The implementation of a CRM (Customer Relationship Management) software within your company is a real boost for your business. With this powerful tool, you can optimize your processes, improve customer satisfaction and boost your growth. Discover the main advantages of a CRM:
- Cost reduction : By automating repetitive tasks and centralizing data, a CRM allows you to gain efficiency and reduce your operational costs. No more wasting time looking for scattered information, it's time for productivity!
- Improving the quality of service : With a 360° view of each customer, you can offer a personalized and responsive service. CRM helps you anticipate needs, solve problems quickly, and create memorable experiences to keep customers coming back.
- Optimizing performance : CRM provides you with valuable data about your customers and your sales performance. With these insights, you can identify opportunities for improvement, make informed decisions, and drive your business to success.
- Increased customer loyalty : By offering personalized follow-up and an excellent quality of service, you strengthen the satisfaction and loyalty of your customers. A customer won over by your attention becomes an ambassador for your brand, ready to recommend you.
- Acquiring new customers : A happy customer is your best advertising. Thanks to the positive word-of-mouth generated by your loyal customers, you naturally attract new prospects and expand your customer base.
- Sales growth : The equation is simple: loyal customers who buy regularly + new customers attracted by your reputation = a significant increase in your sales and turnover!
By adopting CRM software, you are giving yourself the means to build lasting and profitable relationships with your customers. It is a strategic investment to optimize your commercial performance and ensure the sustainable growth of your business.
How do you choose the ideal CRM software for your business?
Are you convinced of the importance of CRM software for your business, but not sure where to start when choosing the right tool? Do not panic, we have put together a 4-step guide to help you in this crucial process. Follow the guide!
1. Define your needs precisely
Before you start comparing different CRM software, take the time to think about your specific needs. What are your goals? What features do you need? Here are a few questions to guide you:
- Do you simply want to follow up on your prospects and customers, or do you need a more comprehensive solution that includes marketing campaign management and customer service?
- What is the size of your team and what is your budget?
- Do you need a mobile-friendly tool for your salespeople on the go?
Depending on your answers, you can guide your choice. For simple sales monitoring, software like Monday Sales CRM or Pipedrive may suffice. If you need a more comprehensive platform, look at Teamleader, Hubspot, or Salesforce.
2. Focus on ergonomics and ease of use
CRM software is only effective if it is actually used by your teams. Hence the importance of choosing a tool that is easy to handle and pleasant to use on a daily basis. A few tips:
- Test several solutions via free trial versions to get an idea of ergonomics.
- Involve your employees in the selection process to ensure their adherence.
- Verify that the software is customizable to suit your work processes.
3. Check compatibility with your other tools
Your CRM software should not be an isolated tool, but should be integrated into your existing information system. This will save you time consuming re-entries and additional development costs. So remember to check that the CRM is compatible with:
- Your commercial management software or ERP
- Your communication tools (messaging, telephony...)
- Your specific business applications
Most CRM solutions offer APIs and connectors to facilitate these integrations.
4. Evaluate the quality of customer support
Finally, don't forget to find out about the support offered by the software publisher. This is an essential criterion to help you get started with the tool and solve possible problems. So check:
- Business hours and technical support response times
- Available channels (telephone, email, chat...)
- The language in which support is provided
- The existence of online resources (tutorials, FAQ, user community...)
Do not hesitate to contact support during your test phase to assess their responsiveness and listening quality.
By keeping these 4 steps in mind, you are putting all the chances on your side to find the ideal CRM software. Remember that this tool will be your daily ally in optimizing your customer relationship, so take the time you need to make the right choice!
Summary
In conclusion, a CRM software makes the management of the various departments of a company more efficient.
Modern CRMs offer advanced features such as marketing automation and the integration of various tools.
The ultimate goal is to improve customer interaction, which is much more than just data sets. Technologies like artificial intelligence help make informed decisions. As a result, even SMEs can now handle data effectively.
Getting started is easy: choose a provider and sign up for free solutions that are easy to use.
