Best Customer Relationship Management Software: Our User Guide

Top CRM Software User Guide

If you’re running a growing business, you’ll inevitably need to keep track of customer and lead information in the same place, avoiding losing valuable data. A Customer Relation Management software, or CRM, is the right solution for you: it allows you to manage data and customer interactions across different channels.

  • CRM

    CRM solutions include social media, live chat, telephone, website, direct mail, marketing materials, project management tools, purchase history, customer personal information and buying preferences.

    This kind of software establishes a thorough business ecosystem linking contact details from each department and multiple employees, cutting down the time it would take to help a customer or retrieve data. But there’s more: CRM systems are also meant to follow leads as they turn into potential clients. You’ll be able to monitor the customer down the pipeline, keeping track of his interactions with your business.

    Give attention to pay vendors and investors and control employee workflow is equally simple and straightforward as keeping contacts organized. A standard CRM software includes sales force management tools tracking contacts and follow-ups between customer and salesperson, contact center automation tools that assist your clients in problem-solving steps, marketing automation capabilities, and location-based services.

    Many CRM systems are priced by the number of users on monthly subscription. You can find cloud-based top CRM and excellent open source CRM solutions. Almost the totality of Customer Relation Management solutions offers mobile app access to workers on-the-go.

    What is the best CRM for your needs? When you choose, you have to keep in mind CRM solutions are meant to be used by any company in any industry: they offer generic and flexible tools. However it’s easy to find better-designed options for your business type: some services aim more on retail and customer interactions, others offer a powerful lead generation system or a better marketing automation.

    Benefits of CRM can be crucial for your business growth, affecting your company goals and needs: take a look at our CRM reviews, we’ll help you select the right one. We focus on easy of installation and use, quality of support offered, ability to share data between company departments and how well each aspect of the software connects with your business needs.

    1 ApparelMagic

    ApparelMagic is an ERP solution specially developed for companies in the fashion sector. It has a multi-channel sales and inventory management feature that allows you to supervise information on multiple sales paths. The software also helps you carefully supervise product design, development and costs.

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    2 NetHunt

    NetHunt is a CRM (Customer Relationship Management) solution designed to transform your Gmail inbox into your CRM hub, making it easy for you and your team to manage customers’ requests, sales and marketing campaigns. With NetHunt you can check the configuration of your contact list so that you can distinguish between business contacts and personal contacts. When you open a customer's email, you will immediately see the contact information of the sales representative.

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    3 Pipedrive

    With PlanPlus you can organize and assign priorities, automate your business and simplify customer and contacts management, sales opportunities, leads, marketing campaigns, projects, documents, individual and group calendars, task management, planning and goal-setting. This CRM software has one of the best activity management systems with the Franklin Covey A-B-C-1-2-3 methodology.

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    4 aACE

    aACE offers cloud-based on-premise business management software. Modules include accounting, customer relationship management (CRM), corporate resource planning (ERP), inventory and order organization, and production management. Other features include shipping, calendar and planning.

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    5 Oracle CRM

    With PlanPlus you can organize and assign priorities, automate your business and simplify customer and contacts management, sales opportunities, leads, marketing campaigns, projects, documents, individual and group calendars, task management, planning and goal-setting. This CRM software has one of the best activity management systems with the Franklin Covey A-B-C-1-2-3 methodology.

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    6 Freshsales

    Freshsales is a CRM software created and developed by the Freshworks company. It has a highly intuitive user interface and a series of powerful features that include lead scoring based on AI (Artificial Intelligence), visual deal pipeline and intelligent workflow automation. Freshsales offers companies everything they need to manage their sales in one package and is trusted by over 15,000 companies in over 80 countries.

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    7 Tubular

    Tubular is a CRM software that allows you to better manage your sales pipeline, organizing your contacts and optimizing sales. It is a program that takes advantage of the cloud functionality and supports you in managing relationships with your customers, thus allowing you to save time and energy while still having full control of the entire business situation. 

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    8 Bpm'online CRM

    Bpm’online CRM is a cloud-based CRM software that offers to the users the ability to view marketing, sales and services through a single platform. For example, you can use your smartphone or tablet to schedule tasks, meetings or phone calls, save all presentations in the knowledge base to show them during a meeting with the client. 

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    9 Raynet CRM

    Raynet CRM is a CRM software to better manage relationships with small and medium-sized customers. It has features to organize contacts and leads, business management and sales reporting. You can customize the account, contact the lists by adding tags and order the contact database using the predefined or newly created filters.

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    10 Salpo CRM

    Salpo CRM is a CRM software. Thanks to this program, you will get a 360 ° view of all your business data both from desktop and mobile. Automatically store emails, calls and notes to your customers, companies, opportunities and projects. You will push your team to turn to potential customers at the right time, using sales automation features. 

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