Despite its comprehensive offerings, I have found the Salesforce CRM to be surprisingly easy to use. Granted, it still involves a learning curve—especially if you plan to make customizations and build out advanced automations and workflows. Also, new users should expect the setup process to not happen as quickly as other CRMs such as Zoho CRM, Pipedrive or Nimble CRM. Paid plans also include features such as custom dashboards, inventory management, advanced customization and scoring rules.
FeaturesWith a highly visual scheduling interface and defining take-home pay customizable workflows, Monday.com adapts to the unique way members of your team approach their projects. It focuses on keeping things simple and easy, offering all the features you would expect from a CRM such as email management, performance tracking, automations, data organization, and more. While it’s fairly limited with just one deal pipeline, it does give new users a good way of getting to know the software.
HoneyBook also offers built-in forms questionnaires, giving businesses an easy way to follow up with clients and customers. The free plan includes Kanban views, email complete with email templates, built-in phone and live chat. For more features, users can update to the Growth plan for $9 per user per month for custom fields, basic workflows, a product catalog, reporting and more.
Generous customer support options are also prioritized, especially for CRM software which may come with a steep learning curve. This can be an issue for very small and start-up businesses that need a CRM to grow, but don’t have the budget for expensive platforms. Although several platforms offer free options, we suggest considering HubSpot due to its generous free plan. A major advantage of using Apptivo is that it’s more than just a CRM tool. It has many other useful products for businesses, such as an email marketing tool, an invoicing and billing tool, a procurement management tool, etc. However, these tools aren’t free; you’ll need to pay for them in addition to your CRM bill.
Workbooks is an excellent CRM for midsize businesses, offering solutions for customer service, sales, marketing, and operations teams. Monday CRM is another flexible CRM that helps users automate repetitive work, centralize internal and customer communication, and organize business data in one place. Its advanced automations and formula-building allow users to set triggers and notifications that move cases and deals through the workflow seamlessly.
Sales and marketing need to be seamlessly integrated for a 360-degree view of the business, including conversions, closed sales and ROI on marketing investments. Insightly is best suited for medium to income statement formula large businesses that can afford higher-tier support and are looking for a CRM with mobile functionality and project management features. This feature integrates directly into the CRM, offering tools for detailed project oversight. It organizes tasks, timelines and interactions within Pipedrive, which could significantly improve how sales projects are managed, especially for teams dealing with multifaceted sales cycles.
Unfortunately, Liscio does not offer a free trial for potential customers. TaxDome is the best portal software for what is a reit real estate investment trust tax firms, allowing you to take your tax firm completely online and virtual. Their software is part CRM, part secure tax portal for your clients, and a whole lot more.
