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Does your CRM system work for your business?

Does your CRM system work for your business?

CRM System

Does your organisation invest in customer relationship management (CRM) software? How does your CRM system match up to your business? We take a look at what is currently on offer and share our experience.

When I first started using a CRM system it seemed to create more work rather than save time. Thankfully, after about a year or so, I was in a position to research and implement at new system. I can tell you that the difference was like night and day.

I used Capterra, my go-to site for software comparison, to research the various options at the time. I didn’t have much of a budget to work with and was surprised to find a system that not only exceeded all of my expectations but was also free with superb user experience!

When looking for CRM software, you may come across popular providers Salesforce, Zoho CRM, Odoo, Dynamics CRM, Act!, HubSpot CRM, Agile CRM, Pipedrive, SAP CRM or Insightly for example. No doubt they are all good but, being in the market for the most affordable, I was really looking to get the best value for money so I dug deep.

I was aware that most CRM systems covered quite a lot of ground, including:

  • Contact management
  • Interaction tracking
  • Lead management
  • Calendar/Reminders
  • Task management
  • Pipeline management
  • Mobile access
  • Email integration
  • Marketing auto integration
  • Quotes/Proposals
  • Document storage
  • Reporting/Analytics

I was delighted to find a system which covered all of this bar the quotes and proposals for FREE. It did however make up for this is other areas such as web analytics tools, which collates data from prospects visiting the site, and, it’s awesome learning centre. The learning centre covers everything you need to know about the CRM system itself as well as heaps of sales and marketing related content to improve your website. Being the swot that I am, I love that!

You may have guessed it – I use HubSpot CRM. I have been using it for over a year between 3 different businesses and I absolutely love it. It is highly adaptable and super easy to use. The system is intuitive and saves users so much time by automatically gathering info from the web. It has literally changed my life as I used to spend a lot of time collating information on prospects etc.

One year on, I have no plans to jump ship but I did take a look at Capterra again for the purpose of this blog post and have discovered even more CRM systems with great value for money in the “Top 20 Most  Affordable Customer Relationship Management Software” list. This looks at the costs, features, reviews and affordability scores and ranks the top 20 as follows:

  1. Marketing 360
  2. SuiteCRM
  3. Odoo
  4. 90degree Team Task
  5. Apptivo CRM
  6. Hubspot CRM
  7. Yetiforce
  8. SutiCRM
  9. Zendesk Sell
  10. Highrise
  11. Really Simple Systems CRM
  12. SalesNOW
  13. Less Annoying CRM
  14. Salesmate
  15. InfoFlo
  16. eWay-CRM
  17. GleanView
  18. W3B CRM
  19. Zoho CRM
  20. Daylite for Mac

If you would like to share you experience or have any questions about getting a CRM System in place, please feel free to comment below or drop us a message. We’d love to hear from you.

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