Sellsy is one integrated suite for sales management. Some key features include: CRM Pipelines, Invoicing, Time Tracking, HelpDesk, ERP, and POS.
Customer Relationship Management (CRM) Software
Best Customer Relationship Management (CRM) Software
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Customer Relationship Management (CRM) Overview
What is CRM Software?
Customer relationship management (CRM) is a business strategy that stresses good ongoing relationships with customers. It holds that maintaining these relationships drives growth and profitability. There are two core elements of this customer-centric strategy:
Presenting a unified face to the customer
Providing a seamless customer experience
CRM software can help by synchronizing customer communications among business units. Sales, marketing and customer service can all get on the same page. It’s a system of record for touch points throughout the customer lifecycle.With CRM tools companies can track, automate, analyze and optimize customer interactions. At the core is a database of contact information and interaction history for each individual customer.
Customer Relationship Management Features & Capabilities
In general, customer relationship management technology provides the following sets of capabilities:
Customer Data Management
CRM software collects and organizes customer data. This includes contact information and interactions via email, phone, web chat and social media.
Sales Force Automation
CRM software helps streamline and automate certain sales-related duties. These tasks may include:
Creation of quotes
Updating contact information
Evaluating employee performance
Many CRM software products include some marketing automation features. Others integrate with dedicated marketing automation products. Some features to look for include:
Landing page creation
Customer Service & Support
CRM software products often provide customer support-related features. Many also integrate with standalone customer support software (i.e. help desks and call center software). Customer support features may include:
Customer support portals
Additional Features & Considerations
Some CRM software products also offer project management and social media management capabilities.
Additional considerations when evaluating CRM software include:
Deployment type (on-premise vs. hosted)
Security and privacy
Ease of integration
Benefits of Using a CRM System
CRM systems hold a number of benefits for both small businesses and enterprises. When implemented properly, CRM can:
Create a single storehouse for customer data
Provide greater visibility into sales, marketing and customer service processes
Help optimize customer communications
Shorten sales cycles
Improve customer retention
Help companies understand and address the needs of customers
Increase customer satisfaction
Increase operational efficiency
Free up employees to focus on customer interactions
CRMs are usually sales-focused. But there are benefits for marketing as well. Marketers usually store their leads in a CRM system, and often help with database management. Integration with marketing automation, CMS, and eCommerce platforms can improve marketing campaigns. Information in the CRM helps marketers target their messages sent through these systems to the right people. These communications can then be tracked within the CRM. They may also use the CRM to report on marketing goals, like lead engagement and leads passed to sales. Having a shared database can help align sales and marketing efforts as well.
All-in-one marketing tools typically include both CRM and marketing automation functionality. They often also have content management, SEO, social marketing and eCommerce capabilities. These tools are aimed at small businesses looking for basic features. Larger companies tend to favor a best-of-breed approach, integrating their CRM,marketing automation, and other systems.
CRM software is usually priced by user on a monthly subscription model. Price per user depends on the extent of the features you are looking for. Subscriptions can start as low as $12/mo. per user for small businesses. Enterprise level tools rise to hundreds of dollars per user per month. This tier typically has more automation, reporting, integrations, and customer support features.
Customer Relationship Management (CRM) Products
Listings (51-75 of 236)
Oracle offered the Siebel Enterprise Marketing Suite as an end-to-end enterprise marketing management (EMM) solution joining cross-channel campaign management with marketing automation, market resource and asset management, and marketing analytics, for larger enterprises. The product is now End o...
vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a super lightweight CRM with the following featu...
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
FloristWare is a POS/CRM system for anyone in the business of selling flowers. It is designed to help retail florists increase sales and profits while saving time and money. The vendor says FloristWare is an "independent" system, meaning that it is not affiliated with any wire service and does no...
ServiceTitan is a cloud-based field service management solution. The platform includes CRM, intelligent dispatch, comprehensive reporting, marketing management tools, mobile connectivity for field techs, and QuickBooks integration. The platform's core product offers advanced job booking, drag a...
Technolutions offers a customer relationship management (CRM) solutions built to manage social interactions and communications, test scores, and materials.
Maximizer CRM is a customer relationship management (CRM) software built to maximize sales leads and calls.
Veeva CRM is a customer relationship management (CRM) solution with features such as collaboration, sales utilization and alignment, and customer engagement.
SharePoint CRM is a fully-featured customer relationship management (CRM) solution built as an integration in to Microsoft SharePoint.
Apptivo provides small and medium sized businesses with applications that include CRM, project management and invoicing solutions.
SalesforceIQ CRM is a sales management tool is no longer supported by Salesforce. It was designed to integrate with a sales team's email inboxes, automatically capture cross-platform interactions with customers, and analyze collected data to improve customer relationships. According to the vendo...
Salesboom is a cloud-deployed customer relationship management (CRM) software with integrations into Microsoft Outlook and QuickBooks.
PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.
ADAPTcrm is an integrated customer relationship management (CRM) designed specifically for mid-sized manufacturers and distributors.
Teamgate CRM is a cloud based intelligent sales CRM system for small and mid-size teams. The vendor says that the intelligent aspect of the system gives a salesman the most relevant reports and insights. The vendor also says that advice on every step not only allows users to always stay in tact ...
NexJ is a customer relationship management (CRM) solution built specifically for enterprise financial services and insurance companies.
Born in Copenhagen, Denmark, WorkBook is a worldwide leading project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additional...
Dimelo is a customer relationship management (CRM) tool built to power digital customer engagement.
CDC Software (CDC) and Consona Corporation (Consona), both enterprise application software (EAS) providers of on-premise and cloud technologies to form Aptean in 2012. Onyx supports more than 1,700 mid-market and enterprise customers in approximately 50 countries. While Onyx is largely known for...
amoCRM is a cloud-based sales management solution designed for small to medium sized businesses. Some key features include: Webform Integration, Pipeline Management and Tasks Management.
Custora is a lifecycle and predictive marketing platform focused on providing value for eCommerce-focused companies.
Gold-Vision CRM is a customer relationship management (CRM) solution built as an integration for Microsoft Outlook.