All about CRM Software Reviews

A business is incomplete without it’s customers. Sales are the outcome of successful customer interactions, thus making these interactions, an important aspect of running a company. Direct communication with each and every customer will yield your organization positive results in the long run. This however isn’t an easy task. Customer Relationship Management software or better known as CRM software is here to help you make those tasks much easier. It greatly reduces your involvement in the process of receiving and organizing information from the client. An efficient CRM software can do much more than just store information. Find the best CRM software for your business here.

What is CRM software?

Automating simple tasks and allowing a smooth transfer of data in between the team members are the two simplest but most important functions of CRM software. What does CRM stand for?

You could also rely on it for secure storage of all customer interaction, managing your company’s sales, while also giving you an insight into your customers through its reports and market research abilities. As a result of this great help, your company can deliver top-notch products and services that are suited to your customer’s requirements and needs. This makes the CRM system, a brilliant productivity solution that lets you smartly utilize your time.

Due to its many qualities, CRM software are now known to be one of the most essential tools for every small & big organization. Every business around the world is discovering CRM and learning about its functions. Most of the sudden popularity of the CRM system is due to the ongoing development of cloud based technology.

The CRM world however, can feel a bit complex for someone who’s newly introduced to it. The main reason being, the sheer number of available CRM software in the market. That’s why we are here to guide you in picking one that’s perfect for your business.

Free CRM software: There are two types of free CRM software.

  • Free, with certain restrictions: These type of CRM software either come in both free and paid versions or are limited in their capabilities if they are completely free. The software that are a free variation of the usually paid programs, have a few limitations such as the number of users that can use the app, the amount of data you can store, the extent of market research it can do etc. Add on’s can be purchase if desired.
  • Open Source CRM software: Cloud based open source CRM software are most of the time, fully functioning solutions that have no restrictions. However, these software aren’t as user friendly as the free or paid ones. They usually require a trained team in your organization to know how to install it and use it. This however makes it easy to customize the software to suit your company’s need. Learn more about open source crm software here.

Wondering how you can get your hands on these helpful CRM software? Read on to find out our recommended software, and take your pick. The software mentioned below are recommended based on their user reviews and overall ease of us. What is the CRM definition?

CRM software reviews

Insightly: This California based Customer Relationship Management software is on top of our list for a good reason. It’s one of the few companies that offer a free version of their CRM software. Do not let the free part fool you because trust us, this software is advanced and can do much more than most of the other freely available applications. It aids in market analysis and boosts automating simple tasks. Upcoming brands or small startups with less than two employees would definitely benefit the most from Insightly. However, the best thing about this software is that it offers a paid version that can suit every size of company.

The “freemium” software version includes market reports, 2500 number of stored items (this includes contact information, notes from meetings etc) and 200MB of data storage. The software can be upgraded for $12 per user, per month, which also gives you 25,000 space of item storage and 1GB data storage. Both the versions offer customer support through their online community.

Fat Free CRM: This Customer Relationship Management software comes to us from California too. This software is becoming quite well known in the world of small startups and businesses. Mainly because, Fat Free CRM doesn’t cost your company any money. It’s smooth, easy to use and more than just affordable, making it a great choice for all small organizations.

Zoho CRM: Zoho CRM will highly benefit the organizations that would like to ease their every day lives. It’s the go to CRM software thanks to the way that it lets you customize and automate your workflow. The other incredible facet of this software is it’s sales forecasting functionality. It allows the user to track and foresee the company’s growth. The Zoho CRM software is compatible with Google Apps, this making it easier to collaborate with a team on a project. It allows access to cloud based data via any desktop or a mobile.

It’s available in both a free version as well as paid one. The free version can be used by 10 people and is available as a mobile app too. This can be upgraded at just $12 per user per month.

The only drawback of Zoho CRM is the fact that it might prove to be a bit difficult to use for new users. There is however a vast online community waiting to help you.

Salesforce: When you search for CRM software, this name will pop up more than once. That’s because this Customer Relationship Management cloud based software is constantly using technology to create better functions in its applications. It offers smooth automation of tasks and sales, accurate forecasting, and neat storage of data. You can easily access it via desktop or mobile.

Salesforce CRM software for small businesses: Salesforce comes in one version that is specifically meant for small businesses. It gives you an opportunity to use the application’s CRM solution and resources at a very reasonable price.

CRM software comparison

CRM software should be picked depending on the end goal of your organization. For this, it’s important to take your time to research and compare multiple CRM solutions before jumping into one.

First step would be to ask yourself if your organization would do well with a cloud based application or one integrated in your company’s firewall. Once this is finalized, you can test out free versions of various software to find what fits the best. It should be a software that benefits your company now and in the long run.

Statistically, Salesforce has been on top of the recommended CRM software. It’s also one of the few software that has received multiple awards over the years of it’s existence. Below are a few reviews from it’s users.

“We are a people business. If I can use social, mobile tools to help link our people inside the company and provide a better experience to our customers, you know that’s an advantage that our competitors will have a hard time mimicking.”
— Nick Clayton, Senior Director of Global Sales, Harvard Business Publishing

“Salesforce helps us move at the speed we want to move.”
— Matt Flannery, CEO and Co-Founder, Kiva

We needed a flexible system to help manage our businesses that would be easy to adapt as customer needs change, but it also had to be simple enough that it could be used by people with a wide range of skill sets at our 24,000 post offices. Only Salesforce met the criteria.”

— Yoshihiko Oota, Director of System Planning, Japan Post Our study concludes Salesforce to be the best solution for small & big businesses alike.

What Is Real Estate CRM Software?

Customer Relationship Management software is useful in the real estate department as much as it is for organizations. In the world of Real Estate, A CRM software would aid in organizing all customer interactions and data in one place. A good CRM system would take on the responsibility of being in touch with past customers and building relationship with new ones. One simple way the CRM software does this is through automated email response set up, that lets your customers know that you have received their email and will be responding to them shortly. This makes a great impression on the real estate professional’s customer base.

Types of Real estate CRM software:

CRM software generally fall in one of two categories.

This includes cloud based solutions and on premise software.

Cloud based CRM software: Such applications are usually priced on a subscription basis. Where the user can renew their subscription every month. The respective software’s company itself manages the servers.

Integrated Software: CRM software that are built in a company’s firewall system are usually free from subscription costs and only incur a one-time fee. This type of software is best for an organization that has a technical team to handle the on premise CRM system.

Act! CRM software: Act! Is one of the most widely selling CRM software, which is both affordable and simple to use. It’s a secure solution that can adapt for individuals, small companies as well as larger clients. It helps them organize their current and future customer data all in one place. Any member of the team can view notes, documents, contacts and business possibilities in one form, in an instant. It’s especially known for its ability to influence marketing and sales thanks to its research capabilities. The mobile app is popular for usage on the go.

The software is created in a way that it can work perfectly in sync with tools that organizations tend to often us such as Google Apps, Outlook, Office and Dropbox. It also is integrated with social media platforms like Facebook and Linkedin.

However, every software has its cons. Act! Premium is known to be incompatible with MAC systems due to its inability to connect with mail on Mac. It’s also been noted that sometimes it tends to send important emails to the junk folder on outlook.  

To sum it up:

Pros

  • Excellent E-marketing Department
  • Responsive Customer Service

Cons

  • Issues with Mac
  • Some issues with Outlook

Microsoft CRM software:

Microsoft Dynamics CRM is a customer relationship management software solution created by Microsoft. This software manly targets Markets, Service and Sales. It’s an integral part of the Microsoft Dyanmics category of products, which includes Microsoft Dynamics AX, Microsoft Dynamics SL, Microsoft Dynamics NAV & Microsoft Dynamics GP.

The software is available as both; a cloud based app as well as an on premise solution. There’s also a unique hybrid cloud version of the software.

The software currently in 2017 boosts a customer base of over 40,000.

Similar to other CRM software, Microsoft Dynamics is an incredible tool in helping companies manage their time. It gives the organization a detailed overview of each and every customer by appropriately categorizing all the data.

It has a long list of Pros. Some of them are:

  • Easy to use interface that’s easily accessible through Microsoft Outlook.
  • Availability of both On-premise and Cloud applications.
  • Smooth integration with other Microsoft applications such as Microsoft Excel & Microsoft Word
  • Provides easily accessible organized information of the company’s customer base.
  • Ability to automate menial tasks, and in turn increase productivity.

Cons:

  • The cloud based version of Microsoft CRM needs more intuitive technology involved for smoother functioning.
  • A bit behind in it’s arrival, since other organizations likes Salesforce & Insightly have already taken over the CRM market.
  • Due to the many functions it offers, it might be overwhelming to use for people who are inexperienced and the company might need an IT team to handle the set up.

Intuit CRM software: Intuit has just recently stepped into the world of customer management for small business. Its arrival in the CRM world is well-received and other software like Salesforce and Microsoft are currently the competitors.

Intuit’s older software is called QuickBooks, which was meant to function as a smooth running CRM software. Intuit’s new software Customer Manager, is a solution that is meant to gather customer data and marketing activities. The software is created for smaller organizations that have about 15-20 employees or less. This solution is unique due to its feature of being free from any network or servers to function. It can sync directly into QuickBooks as well as Outlook. This gives people one quick view of their account, customer queries and requirements, data and more, all in one place.