Customer Relationship Management Tools And Key Features 2019

Updated: May 16



What Are Customer Relationship Management Tools?


Customer Relationship Management tools or CRM tools are a combination of systems, plans and technologies that businesses use for collecting and managing the data and interactions that their business has with their clients, potential clients, purveyors or other businesses identifying and following up on prospective customers.


Customer Relationship Management is really important to improve customer service relationships and support customer retention and accelerating sales growth.





Why Are Customer Relationship Management Tools Important?


Customer Relationship Management tools enable a business to develop relationships with clients, co-workers, associates and vendors. Shaping good relationships and keeping track of prospects and customers is crucial for customer procurement and preservation, which is at the heart of a Customer Relationship Management tools function.


With a Customer Relationship Management tool, you can see everything in one place, a dashboard that tells you a client’s history with your business, the status of their orders, any unfinished customer service issues, and more.


What Is The Best Tool For You?


This is where things get tricky, the best tool depends on your requirement and how you plan to use it. Seeking professional help is recommended. Register on our free product for a completely customized set of tool recommendations and a no-nonsense implementation advice.


Here’s a quick comparison of some of the best Customer Relationship Management tools in the market right now.

HubSpot CRM


HubSpot CRM is a Customer Relationship Management tool that is built to be a program that allows the sales unit to get started quickly without making a significant change in their current workflow. It is an ideal solution for businesses that are starting to acknowledge the value of Customer Relationship Management tools and want to try it out or for enterprises that are not using their existing Customer Relationship Management systems to their max potential.


Pricing

  • HubSpot CRM is 100% free tool. Forever.


Here are some pros and cons to guide you


Pros:

  • The HubSpot Customer Relationship Management tool tracks client interactions automatically and provides valuable insights.

  • HubSpot Customer Relationship Management tool also is a free tool.

  • No Customization limits - HubSpot allows you to customize everything to your brand and your specific sales process.

Cons:

  • The HubSpot Customer Relationship Management tool is relatively new.

  • Organizations with huge sales department might find that HubSpot CRM isn’t advanced enough.

  • To use the Email Sequences tool, you must be subscribed to Google Suite or Office 365.


Salesforce CRM


Salesforce is a customizable Customer Relationship Management tool that develops as you do. Produces real-time client activity and data, furthermore provides profound knowledge with dashboards and reports. Connect to multiple business apps to extend your Customer Relationship Management to every field. Or choose Salesforce Essentials for small companies to manage CRM and grow quicker. It’s easy to use and grows with your work. Use your customer's insights to serve them better.


Pricing

  • Sales Essentials Edition- $25 /user/month

  • Professional Edition- $75 /user/month*

  • Enterprise Edition-$150 /user/month*

  • Unlimited Edition-- $300 /user/month*



Here are some pros and cons to guide you


Pros:

  • Customisation-Salesforce CRM has a wide range of report analysis widgets

  • Cloud-Based model- Carry your company as you go, allows remote access of your data.

  • Advertising Studio is an inbuilt tool in Salesforce CRM, Digital advertising option on platforms like Facebook, Google, Instagram, LinkedIn, Twitter, YouTube

Cons:

  • This is an expensive tool.

  • Complex reporting — it is a little difficult to generate reports 


ZOHO CRM


Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system.


Pricing

  • Free Edition (CRM for entrepreneurs) - Forever free upto 3 Users.

  • Standard Edition (Sales tracking for Small Businesses) - $12/user/month (billed annually).

  • Professional Edition (Complete CRM for any SME) - $20/user/month (billed annually).

  • Enterprise Edition (CRM for multi-level organizations) - $35/user/month (billed annually).


Here are some pros and cons to guide you


Pros:

  • The Zoho Customer Relationship Management tool is very instinctive and easy to use.

  • Zoho Customer Relationship Management tool features Third-party integration for headliners like Facebook and Google etc, are amazingly simple to add and configure.

  • Zoho Customer Relationship Management tool has a dedicated Mobile application to allow you to track your leads on the go.

Cons:

  • Zoho CRM’s Free plan offers limited features, which only small businesses can make do with.

  • Zoho CRM does not support importing of contacts from social media sites.

  • Zoho CRM is only suitable for small business and cant handle complex business tasks.




Pipedrive


Pipedrive is a customer relationship management tool that is adored by sales crews of all sizes. Pipedrive was developed by the sales team and hardcore developers, Pipedrive organizes business’ leads in a way that provides a unique overview of your sales and allows you to concentrate on the deals that you want to prioritize. With 90,000+ paying customers spanning across 155 countries.


Pricing

  • SILVER US$ 12.50 Per user per month, billed annually

  • GOLD US$ 24.20 Per user per month, billed annually

  • PLATINUM US$ 49.17 Per user per month, billed annually



Here are some pros and cons to guide you


Pros:

  • Pipedrive Customer Relationship Management tool is very instinctive and visually pleasing to look at.

  • Pipedrive Customer Relationship Management tool is very intuitive and has no learning curve attached to it.

  • Tracking and reporting features are really helpful.

Cons:

  • Limited 3rd party integrations.

  • A sales-Team oriented tool.

  • No custom reports.


Freshdesk

Freshdesk is a cloud-based customer relationship management tool which simplifies customer conversations across multiple platforms like chat, phone, social media and email. With instinctive tools that focus on efficiency and teamwork, it makes it easy for crews of all sizes to ensure a great support experience for customers.


Pricing

  • Sprout Free for UNLIMITED agents

  • Blossom $19 / agent / month billed annually $25 /agent month-to-month

  • Garden $35 / agent / month billed annually $44 /agent month-to-month

  • Estate $49 / agent / month billed annually $59 /agent month-to-month

  • Forest $89 / agent / month billed annually $99 /agent month-to-month


Here are some pros and cons to guide you


Pros:

  • Freshdesk’s clean, simple and minimalistic design, makes it easy to use for the user.

  • Provides customer support, through multiple channels, such as messages, email and telephone.

  • Tracking and reporting features are really helpful- helps track issues until resolution. 

Cons:

  • No option to customize the dashboard

  • The mobile app interface is not intuitive and is very slow.

  • Very little customization can be done for automated notifications.


Insightly


Insightly is an insightful, customer relationship management tool with inbuilt integrations with headliners like Office 365, Gmail, MailChimp, etc. With about 1.5 million users from around the world from a variety of sectors, small to medium businesses use Insightly to manage opportunities, link customer relationships, deliver projects, build quotes, and more.


Pricing

  • Plus $29 / user, per month (billed annually)

  • Professional $49 / user, per month (billed annually)

  • Enterprise $99 / user, per month (billed annually)



Here are some pros and cons to guide you


Pros:

  • Insightly is a very powerful tool as it includes both customer relationship management and project management into the same application.

  • Direct integration with Google apps, to ease your workload.

  • Offers a free version.

Cons:

  • The dashboard is visually not very pleasing to look at.

  • A rather pricey solution.

  • No contact synchronization for Office 365.



Scoro

Scoro is a customer relationship management tool that is a one-stop solution for businesses and allows them to handle projects and manage their business which allows them to execute their tasks from one place. In addition to which Scoro also provides all the tools needed to manage a business: contact database, task scheduling and tracking, collaboration & CRM, real-time dashboards, advanced reporting and much more.


Pricing

  • Standard -$ 899

  • PRO-$ 1699

  • Custom-$3399


Here are some pros and cons to guide you


Pros:

  • Scoro is a easy to use software.

  • The calendar works really well and helps you keep track of your schedule with reminders.

  • The smart e-mail feature keeps the important information outsourced from the company mailbox

Cons:

  • Its difficult to find contacts.

  • Some of the reports are extremely limited - contain limited information.

  • No contact synchronization for Office 365.


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