![]() ![]() ![]() The help desk screen keeps track of open cases submitted by your customers, a live chat tab, and the possibility of building your own FAQ section to help your support team. Clicking on a deal lets you see the next task, along with all the detailed information about the data connected to it. The sales screen has a visual pipeline to help you keep track of your deals. Later, you can open up the main contact page, where you can add all the relevant info when you have time. Vtiger impresses on this front-here are some examples:Īdding a new contact brings up a short form, so you can get it done quickly between calls or emails. That will open a big menu, letting you jump straight to where you want to be.Īnother risk with all-in-ones is having some features that are great and others that are just ok. If you need to switch screens-say, you're looking at your inventory and want to get back to your sales pipeline-click the hamburger menu on the top-left. But Vtiger keeps everything clean: there's a screen for every major feature set, with simple navigation at the top. You'd think the user interface would be a mess trying to cram all this in. It'll keep all your contacts and deals organized, bringing inventory, marketing, help desk, project management, and documents into the mix. Vtiger takes the crown as the best all-in-one CRM software for small businesses. There are discounts for annual billing, so refer to the pricing page of each app to get the full cost breakdown. One final note: all prices below refer to monthly subscriptions, where available. Finally, I tested the unique features of each app to get a feel for if they were useful or just nice to put on the marketing page. Then, I headed over to the reports section to see what insights were collected. After signing up for each, I added my contacts, created deals, and moved them along the pipeline, logging fictional phone calls and emails as I went. Out of the 130 CRM apps I researched, I tested the 30 best fits. In some cases, the unique approaches were compelling enough to include, even if it was missing one or two typical features. ![]() If any of my picks don't fit these constraints neatly, I mention it in my review to give you a heads-up. I also excluded apps with a sharp price increase toward the upper tiers. The maximum price on the lowest paid plan is $40 per user per month. I was looking at the price you'll pay now-and as you grow. More integrations means more functionality you can access from your dashboard, more data moving back and forth seamlessly, and more opportunities for automation. A CRM that plays nice with your other apps is key. How do you improve if you can't measure how you're doing? Any good CRM system for small business will provide a set of reports to help you do just that. As the center of your customer data and sales productivity, your CRM will help you keep track of contacts and activity, and see how your deals are moving forward with a visual sales pipeline. I looked for small business CRM systems that you can set up quickly, that offer easy ways to access help content when you need it, and that are simple to use every day. With that in mind, here's what I looked for as I was testing the best customer relationship management software for small business: Lastly, you need a tool that gives you visibility and control over your business processes, so your team can get the insights they need. At the same time, the subscription price needs to fit your budget as you grow, starting at a fair enough point on the lowest plan, and keeping a reasonable scale for the advanced features that you get on the higher plans. And since all your data is centered here, you can take a look at reports to find opportunities to improve.īut what's important in client relationship management software for small business, in particular? You don't want a tool that's too basic, too focused on the CRM side of things-something that will limit you later on, forcing a switch. It helps you be productive by letting you know what to do next and coordinating your sales team. It contains all the data about leads and deals you're building for them, complete with a timeline of past and planned interactions. For more details on our process, read the full rundown of how we select apps to feature on the Zapier blog.Ī CRM is one of the core sales apps in your tech stack. We're never paid for placement in our articles from any app or for links to any site-we value the trust readers put in us to offer authentic evaluations of the categories and apps we review. We spend dozens of hours researching and testing apps, using each app as it's intended to be used and evaluating it against the criteria we set for the category. ![]() All of our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software. ![]()
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