The Best CRM Software for Growing Businesses in 2023

Best CRM Software for Growing Businesses in 2023: The best customer relationship management (CRM) software can help you provide the best service and gain a critical view of what your clients really want.

It simplifies the daily work of employees. They always know which customer they are talking to, what they and all the information they automatically store in the same account. Everything your team needs is at your fingertips – no more confusion or tracking information.

Good CRM software can do more than that, the idea is simple: you involve your employees to provide a five-star experience every time. There are a number of options for CRM software to choose from. Each has strengths that play better for different types of companies. What can really help your teams?

To make up for this, I checked the best available CRM software and put together a quick purchase guide to help you make an informed final decision.

1 – Review of Zoho CRM – The Best “All-in-One” Solution.

Unlike the other options in this list, Zoho CRM is an all-in-one solution. No additional modules to search for different departments or the like. This makes it a great choice for small and medium businesses.

It is a CRM tool that can be used by all your employees. This is very important because CRM is just as good at the information that people put into it. With Zoho CRM, your employees won’t need much training to start using their many features immediately. I like how you can make Zoho according to your needs. Customize dashboards for different teams or projects, create multiple channels to suit your different customer paths, and create reports with a few clicks that give you a detailed view of everything you can think of.

The platform also includes key CRM features such as:

• Real-time sales signals and customer alerts
• Business management design for on- and offline processes
• Sightseeing scoring opportunities
• Bulk emails
• Supply Management
• AI assistant
• Advanced customizations

Best of all, Zoho CRM is cheaper. The cheapest paid plan starts at $ 14 per user per month and doesn’t care about features. If you need more customization and advanced features, Zoho’s high-level CRM plans run at $ 23, $ 40, and $ 52 per user per month. In addition, Zoho offers a free perpetual plan with up to three users. It includes key features such as lead management, document sharing, task management, workflow rules and mobile applications.

Sign up for a free 15-day trial to see if Zoho CRM is right for you.

Note: Zoho also recently launched a sales-oriented CRM primarily for small businesses. It’s called Bigin and it contains a solid free plan if you want to give it a try. Bigin’s paid plans are $7 per user per month.

2 – EngageBay Review — The Best CRM for Continuing Client Support

A lot of CRMs do the same things. They collect and organize your contact data, have some automation tools for sending emails and posting to social, and overall make your sales team’s lives easier.

But not all of them cater to all three core departments—sales, marketing, and service. If you need an all-encompassing tool to boost all three, EngageBay might be the best solution for you. You have many key features you need to manage customer relationships. Create tasks, create a channel and set up automation for email delivery, text messages, recurrences and more.

All this is done in an easy-to-understand interface that allows you to view your funnel, interactions and messages on social networks, e-mail campaigns and everything in one place.

In addition, EngageBay syncs with Gmail, Outlook and Office without any hassle or stress.

But what I really like is the suitability for organizations that value after-sales relationships, such as gathering, warming up, and transferring leads. EngageBay has a full service position module with features and tools to help your support representatives work like a toy.

EngageBay’s lowest-level plans give you a way to manage tickets and contacts together, bringing together all the information you collect during each customer’s trip. This way, no one is blinded and your support team can truly turn customers into lifelong loyalists.

But with an upgrade to EngageBay’s free plan, you also open up macros and ready-made answers.

However, I especially recommend their plan of action. For $ 29.99 per user per month, you can use the same robust automation features – set up triggers and events to simplify workflows – that bring marketing and sales teams to customer service.

The great thing is that email orders can be returned after interacting with the service.

I see this as an advantage for SaaS and many B2B operations. Not only is continuous support for building long-term clients necessary in these areas, but after successful interactions with services, you can take advantage of a new withdrawal campaign and prepare an existing customer for an upgrade or addition.

There is great potential to open all three departments using a tool such as EngageBay. Start with their free plan to touch the platform, and when you’re ready, move on to the Progress plan to get your sales, marketing, and fire services really at bay.

3 – HubSpot Review – The best free CRM software

If you were in the marketing or marketing sector, you probably read the HubSpot blog or took one of their free certification courses. However, they also offer robust and free CRM software to speed up the customer relationship management process.

With HubSpot, you can get an incredible view of how your audience is behaving.

Need to see when contacts open your email so you can optimize your open rates? No problem. You may want to see how the contact behaves on your site. It’s easy with HubSpot.

In addition, they offer many different solutions depending on your role within your business.

These position-specific solutions include sales, marketing, customer service, operations and owners. The free plan includes a solid set of features. With CRM, you get everything you need for contact management, business tracking and reporting.

Together, this gives you an incredible level of insight into your sales channel. And HubSpot lets you organize and use this knowledge to create your next great strategy or campaign.

This is just the tip of the iceberg. Free CRM HubSpot also includes:

• Schedule your emails
• Live chat 1: 1
• Order of business
• Track web activity
• Task management
• Document sharing

These features are hard to beat with any of the other free plans on this list. However, the paid HubSpot plans are worth the price.

The starting plan starts at $ 40 per month, paid annually. However, if you want to pack all of HubSpot’s CRM software, you can get start-up access for all four for $ 50 a month if you opt for a 12-month contract.

That for $ 10 extra a month, you can also get specialized software for marketing, sales and customer service. Keep in mind, however, that these prices are based on 1,000 contacts. The price increases with each additional 1,000 contacts you have.

Sign up for a free plan and start today with HubSpot.

4 – Salesflare Review – The best leads management tools for small businesses

Any CRM that costs salt would definitely have to answer one question – how can it help teams sell better?

As you can see from this list, different platforms have different answers to this question. Salesflare means moving forward management tools without being overloaded with redundant features.

If your team can use some help to lead opportunities from leadership to victory – and honestly, what the team can’t – Salesflare can only be a ticket.

It starts with an intelligent collection of software information. Salesflare automatically obtains contact information, business role and many details from email, social profiles and other sources. This information is stored both in a dedicated section for each account you sell and in a universal contact book that is accessible to your entire group. Salesflare automatically records your team’s actions – such as meetings, conversations and other contact points – and potential customers and customers, or opens an email you send, clicks on a link or visits the landing page.

In this way, Salesflare is very flexible in how your team approaches the buyer’s path. Whether you want a member of your team to lead the odds from start to finish, or if you have a hand-off at various points, the information is here.

Anyone can log in and get the latest information and current status of a potential customer based on new promotions.

If you add notifications to the platform when potential customers take an event or other important event, your team will be very good at responding immediately to hot potential customers or potential customers who announce their willingness to buy. The combination of simplicity and powerful nature of Salesflare makes it a great tool for small B2B sales.

Not only will you get useful automation and tools to help you truly track your nails (and thus really motivate those who take the lead on the road to shopping), you also get important features such as:

See the entire team timeline to track opportunities from leadership to victory

Personalized, planned, and traceable email campaigns

The Insights dashboard can share a team member, channel, or order by date

All this is included in the Basic Progress plan for $ 29 / user per month.

One step away is the Pro Plan for $ 49 / user per month. It also gives you:

Custom e-mail tool for creating workflows for multiple concurrent campaigns

User access rights, including view-only access

Custom dashboards

There is also an Enterprise plan for $ 99 / user per month. The main benefits are the additional support you get, such as a dedicated account representative and customized training modules for your team.

Salesflare really shines for small B2B businesses and the lowest two price levels are more acceptable for this purpose. You can try it with a free trial of Salesflare or request a demo today.

# 5 – Freshworks CRM Review – The best CRM for sales teams

Freshworks CRM is specially created for sales teams and management. Freshworks helps you build better relationships, from great leads to customers, while saving you time with automation.

In addition, this CRM will help you find the best leads, contact them through your preferred method, and complete the sale.

And Freshworks includes a built-in email and phone system to simplify the process.

They have a customer base of more than 40,000 companies, including some big names like Dyson and Best Western. This means that although they are newer in the art, they are by no means inexperienced. With this platform you get:

Administration, contact, account and business administration

Task and meeting management

Website traffic monitoring

Mobile application for iOS and Android

Organizations of all sizes can take advantage of Freshworks CRM’s detailed labeling and sales lines, which can lead to better visibility and efficiency in your workflows.

It’s even more powerful than the dashboard to combat all your sales motives. Team mailboxes and email forwarding ensure that messages are always targeted to the right people and the teams that see them, so they can keep track of every interaction they don’t fill with a bunch of irrelevant emails.

In addition, Freshworks allows you to schedule e-mails, use multiple e-mail templates, and set alerts. This way, you can suddenly create new posts and reply or edit immediately. In addition to an impressive feature set, they also offer industry-specific solutions for 15 different industries, including retail, e-commerce, manufacturing, logistics, healthcare and more.

Their free forever plan includes access for an unlimited number of users with limited features. However, it is a good way to try it out before you invest.

Freshworks paid plans are more robust, but cheaper for businesses of all sizes. Their premium plans include:

Blossom – $ 12 / user per month (for small teams)

Garden – $ 25 / user per month (for growing teams)

Estate – $ 45 / user per month (for large teams)

Forest – $ 79 / user per month (for companies)

Sign up for a free 21-day trial to see if Freshworks CRM is good for you and your sales team today.

What I Looked at to Find the Best CRM Software

With so many options and types to choose from, finding the best CRM software for your business can feel like looking for a four-leaf clover.

Start with this. All of these products have been built to respond to problems that businesses face every day.

Yes, there are a lot of parts to CRM software, but each has a purpose. You know the problems you face. And when you contact your customer service representatives, resellers, IT team, and anyone who uses CRM software, you can get a great picture of their day-to-day challenges.

There is CRM software that can help everyone in your organization benefit from every customer relationship.

Searching is a matter of understanding where your business is located and where it wants to go.

Company size

The size of your business plays a role in which CRM software is best for you. If you have separate sales, marketing, IT and customer service departments, you need more advanced features than a company with five employees.

You also need to think about who will manage the software. Choosing and paying for software is not the same as using its full potential.

You need to set it up and use its features to make the investment pay off.

For small teams, this can be a joint effort of all involved. However, large teams may have dedicated employees who set up everything and keep the software running.

The size of your business also plays a role in how much the software costs. The more user sites you need, the more expensive the software.

Your challenges

what went wrong? What could be better? Think about which systems you want to streamline and improve. It can be helpful to think about the current inefficiencies and how CRM can help.

CRM software can usually help with marketing, sales, IT and customer service. Which one do you want to improve, and do you have the capacity to set it up and maintain it?

There are industry-specific CRM solutions. It’s probably more expensive, but if it fits your situation, it’s worth it. Teams must spend some time configuring such dedicated CRM software, which is an ongoing maintenance process.

Basic CRM functions

Most CRMs include a basic set of standard features. The CRM you choose should also include them.

Although the details of each component vary from software to software, there should be a system to help you manage things like:

• Contact management and leadership
• Sharing and storing documents
• Workflow automation
• Interaction tracking
• Mobile access

Find out these basic aspects of CRM before you make any final decision. It may also be a good idea to watch videos on how these users manage these features.

Something like contact management is managed differently on each platform. What is the best way to work with your teams?

Advanced CRM features

It is also important to consider advanced CRM features that can have a huge impact on your business.

The ability to automate routine workflows, process payments, and send invoices can save each employee countless hours of the day. Really rich automation options only apply to high-level plans. Of course, these are extra costs, but what about the benefits?

Finally, advanced marketing automation and leadcore features can definitely bring revenue. Is it worth squeezing the juice?

Also keep in mind that these advanced features are not distributed in the same way among resellers. One can offer the cutting-edge tools you need as part of a mid-level plan.

Association with third parties

To streamline and automate your business processes, your CRM tool must work well with the tools you already use to manage your business.

Make a list of the tools you use and double-check that your CRM is integrated with them. I talked about:

• Email platforms
• Social media tools
• Software for internal communication
• Customer service tool
• Call / video chat software
• Shopping cart (for e-shop)
• Software contract / proposal
• Connectors (ie Zapier)
• Analytical sheet
• calendar

Once you have your list, you can use it to narrow down your selection of the right CRM software. You can also use it when talking to the sales team to make sure it offers everything you need.

Summary of The Best CRM Software for Growing Businesses in 2023

Having the right CRM software can very quickly make a huge difference. Accelerates maintaining order and keeps customers happy. To return your best tips:

Zoho CRM – The best for small and medium businesses

EngageBay – The best CRM for 24/7 customer support

HubSpot – The best free CRM software

Salesflare – The best management tool for small businesses

Freshworks CRM – The best CRM for sales teams

Zoho CRM, HubSpot and Salesflare are my best recommendations for most companies. Each offers a wide range of features suitable for teams from all departments, including sales, marketing and customer service.

In addition, they are all cheap, easy to set up and easy to use.

However, the best CRM software for you depends on the size of your business and the features you need. Therefore, use the criteria we discussed above to make the final decision.

What CRM software do you use?