All-in-one CRM systems feature, as a rule, a number of built-in, off-the-shelf tools that help the company’s employees manage their business processes in a real time mode. Using the set of integrated features offered by customer relationship management platforms, specialists can respond to client needs at any moment throughout the customer lifecycle.
Crucially, all-in-one CRM products are the optimum alternative for the organizations that do not want to buy separate systems for dealing with their customer-related business problems. The solutions of the kind provide a vast array of integrated features varying in their capabilities and designed to facilitate a rapid response to the company’s prospective and existing buyers. As a rule, this group of functions includes contact and lead management, email marketing, service desk ticketing, digital commerce and so on. Cloud-based CRM solutions are typically implemented instead of ERP, HCM and other enterprise applications.
Let us have a look at the best customer relationship management platforms used by modern organizations of all sizes. Here are the top six products with detailed descriptions and screenshots of their actual activities.
It is a process-driven CRM system helping organizations perform coordinated targeted actions in their sales, marketing and client service. The software won a number of awards, including the Great User Experience Award and the Useful Free Trial Award. Bpm’online enables organizations to design and automate their workflows in order to improve customer service and meet client expectations. A user-friendly drag-and-drop modeling interface makes the process of software customization easy and fast. It is one of the best CRM solutions that can be integrated with different apps, as well as Google Calendar, MS Outlook, MS Word and so on. With bpm’online, you can manage the whole sales cycle, from obtaining a lead to reselling and continually testing, modifying and improving your workflows.
It is an on-demand CRM suite that offers a number of out-of-the box tools for small and large organizations, with a focus on sales and customer service. The platform helps users manage their client accounts, track existing leads and prospects, design, trigger and monitor marketing campaigns, as well as provide post-sale service. With Salesforce, you can synchronize the company’s contacts, calendars, e-mails and tasks in a single database. The system is based in the cloud; therefore, the users have a perfect opportunity to access its full functionality without the need to install inner hardware and apply to computer servers. Besides, this CRM system covers all the client touch points and all the stages of the customer lifecycle, so that you could close deals from wherever you are.
It is a customizable online CRM solution that helps users make smarter, faster and better decisions throughout the whole lifecycle of customer interactions. The software provides modern enterprises with the contextual intelligence needed to obtain a 360 degree view of every customer. Having implemented SugarCRM, you get a perfect opportunity to track and share your contacts, forecast future revenue, monitor the team’s performance through different dashboards and work offline using Microsoft Outlook, Lotus Notes and other apps. The platform will let you close the gap between marketing and sales, as you’ll be able to create, execute and monitor email campaigns across numerous channels, design compelling email marketing programs as well as capture, manage and assign leads to certain sales reps.
It is one of the most popular CRM solutions online designed for small and midsize organizations from all industries. The product helps users create better connections with their clients and obtain new leads. With Infusionsoft, you will be able to import and store all the contact data in the single place in a highly organized manner. The platform can automatically log every step of client interaction and form follow-up messages for different groups of buyers based on the degree of their engagement. Besides, this CRM product provides a number of user-friendly tools for the creation of a digital storefront for the company’s goods and services. It allows enterprises to manage their shopping carts and perform in-house inventory procedures from a single interface.
It is a web-based all-in-one CRM solution that enables organizations to plan their sales processes and monitor deals. The software is centered around the activity-based selling methodology; this is why it can streamline every step in the process of converting potential deals into successful sales. Using the tools of Pipedrive, you get an excellent opportunity to monitor the way your employees perform their daily missions. The platform features an advanced system of checks, balances and reminders ensuring that no deal will go unnoticed. There are all the necessary tools for email integration, as well as easy import and export of information. Thus, with Pipedrive, you will have the right data exactly where need it.
It is one of the most popular CRM products for small businesses featuring contact and task management instruments. The platform allows users to track client relationships and control the statuses of deals. With Highrise, you will be able to import the company’s contacts into Outlook, Gmail and Excel and tag all the data for further organization, filtering and searching. Besides, you can add notes and comments to client data and utilize certain fields for people and organizations. The platform allows users to track their follow-ups and set reminders, share leads with every member of the team, manage a system of communication and perform a variety of other missions.