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The Best CRM Software for Workflow Automation

The Best CRM Software for Workflow Automation


Contents

CRM is an acronym for Customer Relationship Management. It aims to understand and manage the interaction of business with its actual customers or potential customers. It is a comprehensive approach that provides seamless integration of every business area that deals with customers viz- marketing, customer services and support. CRM software works as a catalyst in the CRM process. CRM software enables organizations to develop stronger customer service strategies that encompass E-mail marketing, customer segmentation, logging previous conversations and feedback, managing and scheduling calls and meetings, and managing other tasks. CRM software are drafted to automate monotonous tasks, managing leads, and creating smarter reports. CRM has an important contribution in the growth of any business.

Why use CRM software?

Before CRMs came into the picture, if a customer wanted support from a company's specific department, he needed to provide data to the department like first-name, last-name, and passwords. Companies were not having any tool using which they can centrally distribute and store or manage customer data. Due to all this, there was an increase in frustration and exhaustion among customers and they being unsatisfied, used to look for other options. Thus, before CRMs, customer retention of any was very low. However, CRMs have provided considerable relief at pain-points of customers and helped organizations and companies manage and organize customers' data effectively.

Are you planning to use CRM software for your business?

If you are planning to use CRM software for your business, the first thing to consider is what type of business is, what features do you what in your best CRM software, what price you can afford, and also what are the reviews of the software which you are planning to use. Here we have tried to bring out an overview of some of the best CRM software and tried to help you compare.

Here we will compare a few popular CRM software on their Price range, Features, and reviews.

  • Hubspot
  • Bitrix24
  • Zoho
  • NetSuite CRM+
  • Insightly
  • Nimble
  • Monday
  • salesforce
  • Engagebay
  • freshwork CRM
  • Dynamics 365
  • pipeliner CRM


Monday.com

Monday CRM software is one of the best CRM software out there. It's very easy to understand and it is also customizable that makes it fit for almost all businesses. They have ready to use 200+ templates which you can directly use by drag and drop.

Features
They offer features like: Content management, Lead capturing, Customers projects, Order management, customer support, Team tasks and projects, Marketing activities, sales pipeline, mobile access, social media integration, Segmentation. and a mobile app using which you can communicate with your team no matter where you are. It also provides feature of fully searchable history so that you never loose anything and team is always organized. They also claim < 60min—response time to your query.

Price range
600 rupees/ month - rupees 1200/ month

Customer reviews and ratings
Reviews and ratings of customers of Monday.com on capterra on the basis of ease of use, features and functionality, value for money and customer support 4.5 / 5.

2 Salesforce

Salesforce is one of the leading CRM software which has more than 800 applications. There is a bit learning curve as compared to monday. With over 1,500 CRM software reviews, G2 Crowd users rated Salesforce as the leader in CRM software. With an overall score of 88/100, Salesforce CRM scored highest among 30 other CRM providers. Satisfaction with integration API was 94%

Features: 
Salesforce offers features like Lead scoring, E-mail marketing, Document storage, mobile access, quotes proposal, Task management, territory management, support available in business hours, file sharing, sales forecasting, contact manager, real-time visibility, opportunity management and score

Price range:
$ 25/ month/ user - $ 300/ month/ user

Customer reviews and rating: 
Reviews and ratings of customers of salesforce on capterra on the basis of ease of use, features and functionality, value for money and customer support is 4.2 / 5. They also claim that 96% of their customers have more than expected ROI

3 Hubspot

Hubspot is built for growing organisations. Hubspot is award-winning CRM software designed for the organizations that want to spend less time logging data. Each feature or product in hubspot is powerful alone real magic happens when you use them together.

Features:
Ability to Customize views, Website Integration ability, Social Media integration and other 600+ integrations, Phone Integration facility, Sidekick Integration, Deal and Task Board, Email Connections, Company Database, Hubspot Marketing Synchronization, Drag and Drop Communicator, Email Integration Website Visitors, CRM Details, Templates, Tracking, and Scheduling.

Price range:
To get started, Hubspot is free. However, there are paid plans available. $ 45/ month - $ 1,200/ month - Enterprise - starts with 10 paid users

Customers reviews and rating: 
Reviews and ratings of customers of Hubspot on capterra on the basis of ease of use, features and functionality, value for money and customer support is 4.5 / 5

4 Bitrix24

Bitrix24 is principally designed for small and growing businesses. It is available on cloud and on-premise with open source code access!

Features: 
Decision tree, collaboration, Full text search, Knowledgebase management, Self service portal, Attendance tracking, Business Intelligence, Call recording, Campaign management, Cloud PBX, Cloud storage. It also provides mobile app feature so that you can manage calls, meetings from anywhere, and anytime.

Price range:
It is also free to start as Hubspot $ 14/ month - $ 119/ month

Customers reviews and ratings:
Reviews and ratings of customers of Bitrix24 on capterra on ease of use, features and functionality, value for money and customer support are 4/5 overall. It is included in top 7 web productivity by Forbes, and in top 10 lead management in 2019 by PCMag

5 Zoho

Zoho is designed to assist any business no matter what the size of the business. It is a powerful software that can help you manage and run your entire company using this single software.

Features:
It offers features like Workflow automation, lead management, contact management, account management, Live chat E-mail, real time notification, reports, funnels, Calendar, G-suite and office 365 integration, partner relationship management, Project management, feeds, notes, Date security, compliance, mobile CRM application, google ads integration and many more features.

Price range:
700 rupees/ month - 2300 rupees/ month.

Customers reviews and ratings:
zoho is trusted by more than 1,50,000 businesses and companies world wide. Reviews and ratings of customers of zoho on capterra on ease of use, features and functionality, value for money and customer support are 4.2 /5 overall.

6 Engagebay:

Engagebay is all in one CRM and marketing software to build lasting relationships with your customers. It also competes with most of the costly marketing software out there.

Features: 
It provides features like marketing automation, Lead generation tools, landing pages, Appointment management, contact scheduling, deal management, sales automation, email sequences, helpdesk automation, calendar, push notifications, customisable sales pipeline, and piplines of products and processes, web analytics, workflows, task management, site messaging and more.

Price range : It is free to get started similar to Hubspot. However, if you really want some advanced features you can opt for paid versions. $ 9/ month - $ 48/ month

Customers reviews and rating: 
Reviews and ratings of customers of engagebay on capterra on the basis of ease of use, features and functionality, value for money and customer support is 4.6 / 5 overall.

7 NetSuite CRM+

NetSuite is also a complete software that can help you manage your customer and provide them complete satisfaction and support.

Features: 
Marketing automation, customer service management, sales force automation, real-time dashboard, sales forecasting, customer portal, lead generation with online lead forms, document storage. It also provides mobile app to manage everything with the help of any mobile device from any place and at time.

Price range: 
you can get a free demo of the software and it's price starts at $ 1/ user.

Customer reviews and rating: 
Reviews and ratings of customers of engagebay on capterra on ease of use, features and functionality, value for money and customer support are 3.9 / 5 overall.

8 Freshworks CRM

Freshworks is AI-based software that helps you enhance your customer experience and engagement. It is all in one solution for your sales and marketing team.

Features: 
It helps you in E-mail campaings, segmentation, apple business chat widget, whatsapp business integration, product catalog, multiple sales pipeline, sales forecasting, win-loss analysis, Google maps syncing, outlook and Gmail add-on, workflows and task management.

Price range
2099 rupees/ month - 9199 rupees/ month

Customers review and ratings: 
It has over 40,000 customers around the world. Reviews and ratings of customers of Freshworks on capterra on ease of use, features and functionality, value for money and customer support are 4.6 / 5 overall.

9 Insightly

Insightly is one of the most popular CRM software that gives you the ability to manage deals with your customers and improve and build lasting relationship with your customers.

Features: 
Beautiful e-mail templates, Easy customisable API, integrations of favorite apps such as GSuite, Gmail, mailchimp, microsoft office 365, dropbox, ninja form. It also provides work flow automation, mobile access and task management, internal chat integration and many such features.

Price range: 
$ 29/ month - $ 99/ month

Customers reviews and ratings: 
It has over 25,000 customers. Reviews and ratings of customers of insightly on capterra on the basis of ease of use, features and functionality, value for money and customer support is 3.9 / 5 overall.

10 Microsoft Dynamics 365

Dynamics 365 is fully customisable and flexible software for any business. It uses AI and enables you to understand your customers' need and foster lasting relationships with them. It enables you increase your productivity, optimize your resources, and improve project management.

Features: 
Customer support timeline, knowledge management, case management, applications customisation, Real-time sentiment analysis, live chat support.

Price range : 
$ 50/ month - $ 95/ month

Customers reviews and ratings: 
Reviews and ratings of customers of Dynamics 365 on capterra on ease of use, features and functionality, value for money and customer support are 4.3 / 5 overall.

11 Nimble

Nimble is easy-to-use software that helps you keep track record of your teams activity, manage your sales processes.

Features: 
It's dashboard which enables you organize appointments, social signals. It helps you track E-mails templates & E-mail tracking, social-media integration, task management, calendar system, Interaction tracking, customer database, sales forecasting, apps and add-ons, proposal generation and many such CRM features.

Price range :
$ 19/ month - $ 25/ month

Customers reviews and ratings: 
It has thousands of customers world wide. Reviews and ratings of Nimble customers on capterra on ease of use, features and functionality, value for money, and customer support are 4.4 / 5 overall.

12 Pipeliner CRM

It has sales friendly interface which is fully customisable. Each user can customize the view. pipeliner has bees included by capterra in top 20 CRM all over the world.

Features: 
It has mobile application with built-in AI, you can scan business cards and make voice to text notes, admin panel is also intutive drag-n-drop, provides social media integration, territory management, task management, lead scoring, document storage.

Price range: 
It is free to get started

Customers reviews and ratings: 
Reviews and ratings of Nimble customers on capterra on ease of use, features and functionality, value for money, and customer support are 4.7 / 5 overall.

Take-home advice!

If you are planning to implement the CRM in your business for the first time then try with some free plans of the software such as that of hubspot or any other software that provides free trials, you can then take up the paid plans that suits them according to your needs.

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