The 5 Best CRMs in 2024 for Your Business
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Choosing the right CRM for your business is no easy task. With so many options available with a simple Google search, it's hard to know what's a good option for your business needs. Thankfully, I've tried out a majority of them for my own business needs and want to break down the top CRMS available in 2024, so you don't have to waste your time trying programs that simply won't work.
Whether you're looking for free CRM software or want to know the best CRM for small businesses, I'm here to help! Keep reading to learn more about each CRM and find the one that's best for you.
What is a CRM System?
A CRM system, or customer relationship management system, is a software application that helps businesses manage their customer data. For example, a CRM can track customer interactions, sales pipeline data, and other important information about your customers. In fact, more than 82% of organizations use CRM programs to help manage customer relationships.
There are many benefits to using a CRM system for your business. Some of the key benefits include:
Increased sales productivity: A CRM can help you manage your sales pipeline and track customer interactions, increasing sales productivity.
Improved customer service: A CRM can help you track customer data, including contact information, purchase history, and support tickets. This information can help you provide better customer service.
Better customer insights: With a CRM, you can track all of your customer data in one place. This allows you to better understand your customers and identify trends.
The Top Factors You Want To Look For In A CRM System
When comparing multiple CRMs, you'll want to have a framework for what you're looking for. Here are the top factors to consider and what you should find in each CRM system.
Sales Forecasting
One of the most essential features of a CRM is sales forecasting. The idea is that a CRM will combine all of your customer data with historical sales data to create a forecast for future sales. This is an essential feature for businesses that want to track their growth and plan for the future.
Customer Segmentation
Another important feature of a CRM is customer segmentation. Customer segmentation allows you to group your customers together based on shared characteristics. This can help you target your marketing efforts and provide a better customer experience. For example, you might group your customers together based on their location, age, or purchase history.
UX Design
When looking for a CRM, you'll want to make sure that the UX design is up to par. The best CRMs have a well-designed interface that is easy to use. You'll want to be able to easily navigate the menus and find the information you need without any trouble. In addition, the best CRM programs will allow you to modify the front-end to fit your needs.
Customer Management
A CRM should also include features for managing your customers. This includes adding and tracking customer data, creating customer profiles, and managing customer interactions. The best CRMs will allow you to do all of this in an easy-to-use interface. For example, you should be able to see a customer's contact information, purchase history, and support tickets all in one place. This makes it easy for anyone in your business to access customer data and provide better customer service.
Flexibility To Meet Your Needs
When looking for a CRM, you'll want to make sure that it is flexible enough to meet your needs. You should be able to change the layout, add new fields, and modify the functionality to fit your specific needs. For example, if your primary way of contacting clients is through e-mail, you'll want to ensure that your CRM can link with your e-mail to allow easy communication.
Reporting And Analytics
A CRM should also include reporting and analytics features. This allows you to track your sales data, customer data, and other important metrics. You should be able to see this data in an easy-to-read format so that you can make better business decisions. The best CRMs will allow you to export the data into a CSV or Excel file for further analysis.
Interaction Tracking
A great CRM should also include features for tracking interactions. This includes the ability to track e-mails, phone calls, and support tickets. In addition, the best CRMs will allow you to track all of these interactions in one place. This makes it easy to see a customer's entire history and better understand their needs.
Pricing
Last but not least, you'll want to consider the pricing of a CRM. The best CRMs offer a variety of pricing plans to fit the needs of your business. You'll want to find a plan that fits your budget and meets the needs of your business. For example, if you're a small business, you might not want to start with a larger company that doesn't offer individual or small plans that fit with your current output.
The Top CRM Software In 2024
Now that you know what a CRM is and the benefits of using one, let's take a look at the best CRM software for your business in 2024.
Hubspot
Hubspot is one of the most popular CRM software on the market that also offers a free plan for small businesses. It's also one of the top CRMs for customer service, thanks to its features like ticket tracking and call logging. Hubspot also offers a wide range of reporting and analytics features, as well as interaction tracking.
The feature that really makes Hubspot stand out is its intuitive design and user experience. If you're looking for a CRM that's easy to use while also allowing you to create forms, CTAs, and smart pages that are tailored to your potential customer's needs, Hubspot is the best CRM for you.
2. Monday CRM
Monday CRM is a cloud-based CRM that's perfect for small businesses or large teams to work together on multiple projects in one CRM. Monday CRM offers a variety of features, including sales pipeline management, customer service ticketing, and contact management.
One of the best things about Monday CRM is that it's flexible to meet your needs. You can easily customize your workflows, fields, and pages to make sure you're getting the most out of your CRM and create work applications that fit your business needs. For a truly unique experience that works for teams of all sizes and in all industries, Monday CRM is a great software to choose for your business.
Related: Monday vs. Asana
3. Zoho
Zoho is another excellent CRM software that offers a free plan for small businesses. It's best known for its contact management features, which allow you to track all of your customer data in one place. This is perfect for businesses that want to better understand their customers and identify trends.
While Zoho offers a wide range of reporting and analytics, the most significant feature of this CRM is its ability to integrate with hundreds of different software and apps, which truly helps it stand out from the competition. If you're looking for a CRM that can integrate with your other software, such as your accounting software or marketing automation software, Zoho is the best CRM for you.
4. Salesforce
Salesforce is one of the most extensive CRMs on the market, and it's no surprise why. It offers an extensive range of features, including sales pipeline management, customer service ticketing, contact management, and more. Salesforce also provides a wide range of reporting and analytics features, as well as interaction tracking.
While Salesforce is a great CRM for businesses of all sizes, it's especially perfect for larger companies that need more comprehensive features. Its extensive data analysis and reporting features truly allows businesses to understand their customers. For example, you can pull up customer data on a dashboard and understand how they interact with your content, the best times to contact them based on past behavior, and more.
5. Pipedrive
Pipedrive is a CRM that's best known for its sales pipeline management features. It offers a great way to visualize your sales process and track your progress over time. Pipedrive also offers a variety of reporting and analytics features, as well as interaction tracking.
What makes Pipedrive stand out is that it's designed to help business owners or managers focus on growing their company. It offers a great way to keep your sales pipeline organized and understand where you need to focus your efforts. So if you're looking for a CRM focused on sales growth, Pipedrive is the best CRM for you.
Conclusion
By taking the time to research and ask questions, you can find the perfect CRM for your business. Don't be afraid to reach out to different providers and ask for demos to see which one would work best for you. All of the programs listed above offer free trials to help you see how they can integrate with your business model.
Want to learn more about finding the right tools and strategies for your business? Browse through my website for more helpful articles to help you get started or book a call with me today!
