Do you ever feel like you’re spending more time logging into tools that help run your business, instead of spending time actually running your business?
You might need a CRM solution.
Without CRM software, there are too many shifting pieces to remember without something or someone falling through the cracks. But because CRMs can perform so many different functions, finding the right one can feel overwhelming.
Managing relationships might be the most important part of running a business. A lot can happen between the time someone first hears about your company and when they eventually become a customer. Customer relationship management (CRM) software helps make this crucial process possible.
To help you decide on which CRM best suits you and your company here are the top 5 CRM systems upvoted by the Real Estate industry this 2020.
Dubbed as the best online/cloud bases CRM out there. When it comes to business management solutions, Zoho is a name that needs no introduction. The company's portfolio includes everything from accounting tools to collaborative apps. If you don't want the hassles of a self-hosted CRM solution, Zoho's Cloud CRM is just what you need.
A multichannel online CRM, Zoho aggregates customer data from a variety of sources, including e-mail, live chat, calls and social media. Its SalesSignals feature provides real-time analytics and notifications for every customer. You can assign individual targets to each of your team members, and monitor their progress from a central dashboard.
Zoho CRM offers features to build and automate sales processes, and it even lets you create distinct portals for your customers. The REST API and its libraries make it possible to develop custom solutions and integrations.Then there's Zoho Marketplace, which includes hundreds of extensions that can be added to the CRM dashboard to further increase its functionality.
HubSpot offers independent contractors and owners of tiny businesses an easy entry into the world of CRM solutions. The free version of HubSpot may offer enough functionality to improve processes and organization at zero cost. It offers users a wealth of training resources in its online library, including learning guides, invoice template generators, email signature generators, and marketing plan template generators. Motivated users have a great DIY buffet of options – without the need to spend money on development and training.
Thanks to its timeline view, HubSpot makes it easy to follow up on all the interactions with any lead. You can send personalized e-mail sets on schedule and get actionable insights about them. The marketing hub includes numerous tools that let you manage optimized landing pages, create e-mail templates and measure SEO-based ROI.
Of all the companies we reviewed, Hubspot has the best free option. This is ideal for very small businesses or other companies that have limited experience using CRM systems. Further, Hubspot has one of the most extensive online training libraries to pull from. As you'd expect, HubSpot works seamlessly with third-party services like G-Suite and Office 365.
For a small business, budget is always going to be a concern. So, it's important to go for a CRM solution that offers great features without costing a fortune. Enter Insightly.
With a (base) price of $29/user/month (if billed annually), Insightly is undoubtedly the best value for money CRM service out there. You get a limit of 100,000 records, storage space of 10Gb and the ability to import 25,000 records per session. There's also task management, API access and unlimited custom reports thrown into the mix. Insightly further offers detailed report charts, and the ability to connect to Microsoft's Power BI business analytics service.
For e-mail marketing, Insightly lets you send up to 2,500 mass emails per day, and e-mail scheduling is there as well. Having features such as pipelines and activity sets, Google Contacts and Calendar Sync, and more, Insightly makes project automation a breeze. As far as third-party integration goes, Insightly's open API allows seamless connectivity with services like PieSync, Data2CRM and Boomerang.
Upon signing up for Insightly, you are soon contacted by email to organize a 15-minute meeting to evaluate your needs. During the onboarding process there isn’t a lot of in-built support to learn the system, however, you can sign up to webinars or view numerous learning videos. If you require any further information whilst on the trial, there is telephone support. If you need anything more than email support after the trial, you will need to pay.
Salesforce is an all-in-one, cloud-based solution that has everything you need in CRM software. Although this software is typically associated with larger businesses and enterprises, Salesforce's small business edition lets you take advantage of the product's robust set of CRM tools and resources at an SMB-friendly price. Part of Salesforce Small Business Solutions, the platform is very easy to use and includes key features like lead generation, contact and opportunity management, sales forecasting, and workflow automation. While small businesses can take advantage of the lower-priced tiers, the plans and features of the Salesforce system are suited for larger businesses.
In May, Salesforce just added new features to help companies get back to work once businesses reopen during the coronavirus pandemic. Its new features facilitate social distancing through Salesforce's shift management system, which allows employers to control how many people are in the office at one time. Its emergency response management suite also helps employers keep their teams safe through contact tracing.
By its own admission, PipeDrive is a sales CRM built for minimum input and maximum output. Its primary interface is the pipeline, that allows you to stay in control of complex sales processes. Here, all the deals are categorized by sales' stages. A statistics tool can be used to get a personalized analysis of sales, and the view has drag-and-drop support.
PipeDrive features e-mail integration, with full support for customized templates and detailed tracking. There's a preset activity type list, and you can create your own as well. You get reminders for overdue activities, as well as notifications for new tasks. Thanks to its powerful open API, PipeDrive can be easily connected to other software and custom features developed for it. The Zapier add-on makes syncing data between multiple web apps a simple affair.
It's also possible to import existing data to PipeDrive and export its own to other software programs. Visual reports give you deeper insights, and you can even see key stats split by multiple products or services.
The goal of a CRM is to take away a lot of the time-intensive manual tasks that make up your day to day. Need to know when you last contacted a lead? You can get it in a single click. Want to send a thank-you email to your latest customer? Boom — it's automated. Want to pull up quick figures on how you did last month? It’s already built in the sales dashboard.
These are just some of the pain points a CRM can take away. Pretty soon, you’ll be wondering how you ever ran your business without one.
Source: Business News Daily
About the writer: Shaura Cuyan writes about all the hottest Real Estate trends and predictions for Summit VA Solutions! She has previously written for a number of freelancing gigs and writes her own blog on lifestyle and current issues. She is a Graduate of Bachelor of Arts in Communication, taking up her Masters in Development Communication.