- #Customer management software for small business sales how to#
- #Customer management software for small business sales free#
So far I really like the clean interface, terminology that's easy to understand (even if you're a beginner with CRM), and how easy it was to set everything up initially. I've been taking insightly for a test drive. Related: Low Cost Ways to WOW Your Customers Insightly also offers seamless integration with Gmail, Google Drive, Outlook 2013, Office 365 and social media accounts which means you can capture a snapshot of conversations with your customers. Used by over 350,000 small businesses and freelancers in 100 countries, insightly is a simple and powerful CRM solution designed specifically for small businesses. With their system, you can quickly and easily access information about a contact including their background, email history, and any important dates. You get Marketing Hub, Sales Hub, Service Hub, and Operations Hub all for only $75/month (compared to $50 each).
#Customer management software for small business sales free#
I was just reviewing the sales pipeline for a local client and was amazed at how easily they were able to track the status of their leads and conversions in real time.If you're looking for a little more functionality than what's included with HubSpot Free CRM, you can also save quite a bit with their Starter CRM Suite Bundle. HubSpot Free CRM is packed with a ton of free features including contact management, Gmail and Outlook integration, email tracking, meeting scheduling, and live chat.īest of all, you can view your entire sales pipeline on a clean, visual dashboard. With an intuitive and easy-to-use interface, the platform is a lot more user friendly-especially for those who are new to CRM. But it’s not just the price that makes it a really attractive option for small business owners. When it comes to affordable CRM solutions, it doesn’t get any more affordable than free-and that’s what HubSpot’s free CRM delivers. ⚡ Bonus: Read to the bottom of this article for 12 rules for a successful CRM implementation. Product reviews are conducted independently, but we sometimes make money when you click on links. Here are 5 affordable CRM solutions for small businesses based on price, available features, and ease of use.
#Customer management software for small business sales how to#
Best of all, you can do it without breaking the bank or spending countless hours trying to figure out how to set everything up. In one centralized place, you can manage all of your touchpoints with current and prospective customers, capture their unique preferences, and use that information to really build customer loyalty and generate more business. When done right, a CRM system can be an incredibly powerful tool. Then there’s the challenge of finding the time to add “one more thing” to an ever-growing list of daily tasks. First there’s the perception that it’s probably going to cost an arm and two legs. Post-it Notes, email inboxes, random scraps of paper-when it comes to managing customer relationships, how do you make sure nothing falls through the cracks? For many small business owners, the idea of implementing a CRM (customer relationship management) system can be incredibly overwhelming. 5 Affordable CRM Solutions for Small Business 2022