Sales and Marketing CRM Software is a Networking package allowing you to organize all of your prospects and customers in one place. This package also allows you to easily manage your customer lists and monitor all updates that relate to them.,,,
CRM software that seamlessly integrates with your Salesforce CRM. Complete the sale to generate leads for follow up, or better understand how to retain customers. No more collecting customer data, only to lose it. Keep everything together in one spot to make sure your contact list is always up to date.
Nutshell
Benefits:
Nutshell is a total CRM solution complete with sales automation and marketing tools. No IT department required. Build and access customer conversation histories, use lead form integration to turn website visitors into contacts, and segment leads and customers in sophisticated ways (including industry, lifetime value, and location).
The personal email sequences feature is hugely helpful for outbound sellers and is offered natively. Other Nutshell features that sales reps love include the map view, in-app phone dialing and recording, sales automation suite, and fully customizable reporting tools.
Nutshell’s Gmail Chrome extension seamlessly connects your Google and Nutshell contacts and emails, and syncs and automatically updates Google events with Nutshell activities. It also allows you to save emails to Nutshell, sync Google Calendar activities, create tasks, track communication timelines, write notes, and view which emails have been shared with teammates in-app.
Drawbacks:
It should be noted, users cite a lack of automated integrations and customizability capabilities a bit of a bummer, but depending on your situation Nutshell’s easy-to-setup interface and third-party integrations through Zapier may make up for that.
Pricing:
- Starter plan is $19 per user/per month billed annually, and $22 per user/per month billed monthly
- Pro plan is $35 per user/per month, billed annually. and $39 per user/per month billed monthly
Nutshell offers a 14-day free trial for both its Starter and Pro plans.
Salesmate
Benefits:
Salesmate is a CRM system for salespeople who want to spend more time selling and less time learning to use new apps. It’s great for startups and small businesses, but it can also be used for real estate and construction industries.
This platform is always improving itself. It’s given its analytics and reporting a significant upgrade, with a more customizable and interactive dashboard. Salesmate has also added new tools for phone calling and deal management, as well as new mobile app improvements. New features on the horizon include live chat and DocuSign integrations.
Drawbacks:
Some of the customization features can be a bit lacking, especially when trying to create custom data fields. Also, you’ll need the pricier version for essential tools like email analytics.
Pricing:
- Starter version is $12 per user/per month, billed annually
- Growth version is $24 per user/per month, billed annually
- Boost version is $40 per user/per month, billed annually
Salesmate.io offers a 15-day free trial on all of their plans.
monday.com: Best CRM Software for Integrated Project Management
monday.comMonday.com is a cost-saving solution for businesses that manage follow-up projects after a sale is closed.It’s a great choice for both Agile and Waterfall project environments.The entry-level service plan is limited to one dashboard and one Kanban view.VISIT SITE
Small business owners know the best way to reach their goals is with a solid road map. monday.com’s blend of project management and CRM tools keeps you on track so you can focus on your customers, not your software. Its interface has the familiar feel of a spreadsheet but brings far more functionality to the table. You can keep the information you need most at your fingertips with custom dashboards, or do a deep dive into your workload with eight data visualization options, including Gantt charts and Kanban boards.
The software easily adapts to various project methodologies, from sprints to Agile to Waterfall planning, accommodating the workflows you already have in place. monday.com tracks workloads in real time, so you’ll always know where to allocate resources before something slips through the cracks.
September 2021: If you’re looking for a software with integrated collaboration features, you’ll be happy to know that monday.com just launched workdocs. The recent addition allows monday.com users to collaborate on documents via chat tools, dashboards, charts and boards. Workdocs automatically updates in real-time, keeping your team up to date with each project.
monday.com’s project management features complement its customer relationship management capabilities with lead capture and tracking, marketing outreach, and sales pipeline management tools. You can build your workflows and processes from scratch, or choose from its CRM and sales templates to be up and running in minutes. monday.com is an affordable way for small business owners to manage customer information and team workflows simultaneously on a single easy-to-use platform.
Agile
Featuring a robust feature set and extensive automation capabilities, Agile CRM is definitely the best Customer Relationship Management system for all kinds of small businesses.
The Starter plan of Agile is priced at a competitive $8.99/month for each user and offers numerous goodies for both sales and marketing teams. You can store details about 10,000 companies or contacts, and there’s support for tracking e-mails (with two-way integration), lead scoring, and custom deal milestones.
For marketing teams, Agile CRM offers builder tools for multiple services, including forms, e-mail templates, and website landing pages. There is also the ability to automate marketing tasks and monitor social media.
The services offered include everything from canned responses to reports, and the functionality can be further enhanced via plugins.
Conclusion
Organize, track and manage every interaction your team has with your customers for one low monthly fee. From initial contact to the sale and afterwards, Salesforce CRM will help you gain a clear picture of your customer—and communicate with them more effectively. The data in Salesforce CRM is at your fingertips—instantly viewable wherever you go: on a desktop, on a tablet or on a smartphone.
Whether you’re a homegrown operation, a veteran sales manager looking to ramp up your team’s performance, or a global corporation with multiple business units, the new Salesforce CRM will help you manage your customers and prospects more effectively. And Salesforce CRM can integrate seamlessly with your existing systems so your program is always up-to-date.