The 7 Best CRM Apps for Your Business in 2023

Are you looking for the best CRM apps for your business? What a score! This blog post will feature seven of the best CRM apps to help you manage your business like a pro.

Whether you’re looking for a CRM app to track your customer data or a sales flow management app, we’ve got you covered. So, without further ado, let’s get started!

What is a CRM application?

A CRM application is a program that helps businesses manage customer relationships. CRM stands for Customer Relationship Management and is used to improve the relationship a business has with its customers.

By tracking customer data and interactions, CRM applications provide businesses with valuable insight into their customers’ needs and behaviors. You can use CRM applications to manage customer contact information, sales opportunities, and marketing campaigns. They can show you where sales are won and lost, giving you insight into your strengths and weaknesses.

CRM applications can also help companies track their performance against customer relationship goals. They can help you stay in touch with your customers, streamline your workflow, and improve your company’s profitability. As a result, CRM applications can become an invaluable tool for businesses.

Three types of CRM systems

CRM applications come in all shapes and sizes. But when it comes down to it, they all come from three types of CRM systems: collaborative, analytics, and operational.

Joint

Collaboration CRM systems are designed to bring people together. They are designed to help team members share information and work together more effectively. Salesforce is a great example of a collaboration CRM system.

analytical

Analytical CRM systems are focused on providing users with information about their data. They include features such as reporting and data visualization tools that help users make sense of their customer data.

Operational

Operational CRM systems are designed to automate repetitive tasks and processes. They can help sales teams automate lead assignment, follow-up reminders, and offer generation. Zoho CRM is an operating CRM system.

Often CRM applications may have more than one of these systems affecting their final offering.

What to look for when choosing the best CRM app for your business

When it comes to choosing a CRM application for your business, there are a few key factors to keep in mind. First, consider the specific needs of your business. Here are a few questions you can ask yourself to get started:

• What customer data do you need to track?
• What characteristics are most important to you?
• Do you need specific reporting capabilities?
• Do you need your CRM application to integrate with other software?
• Do you have a tech-savvy sales force or do you need to prioritize ease of use?

Once you have a good understanding of your needs, you will understand which features in your CRM application you want to prioritize. Here are a few features to think about when deciding which CRM application is best for your business.

Multiple locations for your team

Having multiple jobs for your team in a CRM app is an important way to ensure that everyone can get the most out of the app and contribute to the success of your business.

CRM applications are important for tracking customer interactions. They can help sales teams stay organized and provide valuable insights. However, CRM applications can also be used by other departments such as marketing and customer service.

It is important to have multiple workspaces for your team so that everyone can access the CRM application and use it to its full potential. Multi-user CRM applications can help teams work together more effectively and better understand customer needs. They can also help improve communication between team members.

Ease of use

CRM applications are designed to simplify the customer relationship management process, but if the application is difficult to use, it can have the opposite effect. An easy-to-use CRM application will make it easier and faster for users to enter data, meaning they are more likely to use the app regularly.

In contrast, a difficult-to-use CRM application will quickly become a chore and users are less likely to enter data regularly, resulting in an incomplete and inaccurate database. Thus, ease of use is important to ensure the true effectiveness of a CRM application.

When considering various CRM applications, be sure to evaluate how user-friendly they are. CRM apps with a sleek and intuitive design are more likely to be used regularly, making them the best choice for companies looking to improve customer relationships.

Allows integration

To be effective, CRM applications must be integrated with other business systems such as chatbots. This is because chatbots can provide valuable data that can be used to improve customer service and sales.

Chatbots are a great resource, especially if you have chosen one that will help you achieve your business goals and communicate naturally with your customers. Our sister chatbot, Heyday, is a trusted and trusted resource for businesses like yours.

Chatbots can be used to track customer inquiries and complaints. This data can then be fed into a CRM application, which can help identify areas where you can improve your customer experience. And you can use chatbots to promote products and services to customers.

Chatbots aside, you want your CRM application to be able to work with any other existing software you need to make the most of it.

For both desktop and mobile devices

The CRM application should be desktop and mobile friendly. Sales teams, especially those in the field, are increasingly using mobile devices for customer relationship management.

A CRM app that is not optimized for mobile devices is a huge barrier to sales productivity as it requires salespeople to switch between devices to access the CRM data they need. It is also a missed opportunity to interact with customers and build relationships. Desktop tethering means salespeople can’t naturally use the CRM app when they meet with customers.

A CRM application that is not optimized for mobile devices compromises both customer engagement and sales performance.

Reporting capabilities

With a CRM app with reliable reports, you will be able to keep track of your sales and marketing efforts. You’ll get an idea of ​​which ones work and which ones need improvement. This allows you to spot trends and refine where you need to focus your energy. Reporting capabilities are essential for any CRM application that wants to be taken seriously.

Customization and ease of implementation

A CRM application is only as good as it can be quickly and easily configured by users. If an application is too complex or takes a long time to implement, users are more likely to give up and move on to something else. That’s why many CRM apps are focused on being simple and straightforward, with clear instructions that make it easy for even the most tech-phobic user to get started.

Customization and automation options

The key feature you should look for in a CRM app is the ability to customize the app to suit the specific needs of your business. For example, you can add fields to track customer preferences or enable features that make it easier to segment customers by location.

Automation features are also important for CRM applications. This feature can help your business save time by completing tasks automatically. You will be able to automate routine work such as sending follow-up emails or creating reports. Automation can also help ensure that your data is always up-to-date, which is essential for making accurate customer relationship decisions.

Sales funnel management

The sales funnel is one of the most important aspects of customer relationship management. Make it easy for customers to get what they need at any stage of the funnel, and you’ll make the process that much more enjoyable. In addition, you will help your profits.

By tracking every step of the sales process, CRM applications can help you close more deals and increase your overall revenue. In addition, CRM applications can provide valuable insight into where deals are failing, allowing companies to make necessary adjustments to their sales strategy. Look for CRM apps with great funnel management capabilities.

Dashboards and reporting

One of the most important aspects of any CRM application is its dashboard and reporting feature. The CRM dashboard provides a clear overview of all important customer relationship data, while CRM reporting gives companies the ability to track performance and spot trends.

Dashboards and reports are essential to help your business understand your customer relationships and get the most out of your CRM application. Without these features, a CRM application would be nothing more than a glorified address book. Through dashboards and reports, CRM applications provide valuable insights that can help companies improve customer service, sales, and marketing efforts.

Price

While it’s important to find an app with all the features you need, it’s also important to consider the price. After all, you don’t want to spend more than you need on features you won’t use.

Luckily, there are CRM apps available at prices ranging from free to hundreds of dollars. This way you will be able to find an application that suits your needs.

The 7 Best CRM Apps for Your Business

There are many CRM applications; we’re talking literally hundreds. So how do you know which ones are best for your business? You trust someone (like your old buddies at Hootsuite) to recommend them to you!

Here are the seven best CRM apps for your business.

1. Salesforce Cloud

Salesforce is a great CRM app for businesses of all sizes, but especially for enterprise-level businesses. It is one of the most popular CRM on the market. Salesforce offers many features including contact management, opportunity tracking, and lead management. It also has a solid customer support system.

Salesforce uses artificial intelligence (AI) to automate processes with Flow Orchestration, making it easy to manage multi-user processes. Detailed data tracking gives you customizable reports that break down sales performance so you can see how well your CRM is performing.

One useful aspect of Salesforce is its integration capabilities. You can easily integrate chatbots like Heyday with your CRM.

If your company needs to set up a CRM application, Salesforce might be right for you. You’ll be able to use its customization options, internal ecosystem, and third-party integrations to create a custom platform tailored to your business.

Disadvantages of Salesforce? The user interface is not as modern as today’s users expect from a SaaS giant like Salesforce. It can take quite a lot of tweaking to get it to work efficiently and effectively. So, if your team is looking forward to customizing their CRM application, great! But if you need a plug-and-go app, you can look elsewhere.

Price: from $25 per month per user.

Key Feature:

• Customizability
• Contact management
• Opportunity Tracking
• lead management

Source: sales force

2. Zoho CRM

Zoho is the favorite CRM app for SMBs. Zoho has a complete suite of office software so you can do everything in one place. And it’s free, so if you want to try some of the platforms risk-free, this is a good place to start.

Zoho marketing automation is included, so you know there won’t be any hidden fees or extra features. You can run email marketing campaigns and then display the leads they capture. And you can segment your customers to better target them.

They also have a robust set of sales tools that can help you connect, attract, nurture, and convert leads. The Zoho CRM mobile app is designed for mobile merchants. You can use it to scan business cards and voice-to-text to capture and track lead information quickly.

With Zoho’s SalesSignals tool, you can get notifications for every lead action. When they interact with one of your emails or social media accounts, an alert will be sent to you so you can respond immediately.

The downside of Zoho is that its user interface is a little clunky and awkward to use.

Price: free to start

Key Feature:

• Sales and marketing automation
• Lead prediction and gamification
• Dashboard in bird’s eye view

Source: Zoho CRM

3.Insightly

Insightly is the right CRM app if you often have field sales teams. It is also often chosen by small businesses. The user interface is easy to use and understandable for both the CRM application novice and the agent on the road.

Insightly can create a map of your contacts. This will show everyone who has joined your sales team the informal connections and network of your customers and organization. They also have business card scanning capabilities so your agents don’t have to manually enter contact details.

You can also create your own dashboards from scratch. Setting up the interface is simple; you don’t even need to open the desktop application. You can add, remove, and move objects on the toolbar as needed.

The simple drag and drop architecture also allows you to create charts, graphs, and other useful visualizations that you can share with your team.

Unfortunately, Insightly lacks advanced features that some other CRM apps have, such as custom workflows. And the higher end prices are pretty steep.

Price: Starting at $29/month per user.

Key Feature:

• Drag and Drop Dashboards
• cloud architecture
• Simple user interface

Source: Insightly

4. Fresh sales

Freshsales CRM is great for companies that get a lot of leads, both qualified and unqualified. CRM can track the engagement of your leads, group and assign them accordingly. You can then direct your team to where they are most needed.

Freshales is known for its beautiful interface and ease of use. It has built-in phone and email, lead scoring, and a visual sales funnel. You can easily import leads, have multiple pipelines, and share your reports and dashboards with your teammates. In addition, you can easily set up, set the price and rates on the platform. Your invoices, quotes and onboarding documents can be set up directly in Freshsales.

It should be noted that to get the most out of Freshsales, you have to buy their entire product suite. And for many, this is simply not feasible. It lacks integration with other SaaS products and this can be a problem for many. And the interface is complicated for people who are not tech-savvy.

Price: Free, then from $15/month.

Key Feature:

• Built-in communication features
• Lead engagement tracking and sorting
• Custom forms and data entry

Source: Freshsales

5. Pipedrive

Do you need a simple and easy to use CRM program? Then Pipedrive might be for you. The sole purpose of this CRM app is to help your salespeople with sales. There are no bells and whistles or potential distractions.

Pipedrive automatically tracks emails and calls to track sales progress. Your dashboard has a single streamlined view of your sales process. You can set up automatic alerts and reminders to keep track of all your active trades. And you will have a sales forecast update as you move the deal down the funnel.

Pipedrive’s unique sales focus makes it easy to use for everyone.

Cons Pipedrive is a necessary evil in relation to its pros. While the CRM application is focused on helping salespeople sell, this is its strength, but also its weakness. There are no marketing or other features in the app. At the same time, Pipedrive’s integration options are quite extensive.

Price: Starting at $14.90 per user per month.

Key Feature:

• Sales tools such as custom web forms and segmentation
• Custom pipeline
• visual pipeline
• Integration options

Source: Pipedrive

6. Nimble

Nimble describes itself as “the only CRM that’s built for you”, which is great for users who don’t want to set up their CRM themselves.

Integrating your inboxes and calendars allows Nimble to tune in to your digital life. For onboarding new users, Nimble provides many helpful guides. Those already versed in CRM may find this a little overbearing.

For search, Nimble has an efficient Prospector engine, contact lists, and a social tracking feature to help you stay organized. Other organizational features of Nimble include merging your inboxes (including Twitter), syncing your team’s calendars, and robust contact management.

Nimble also helps your sales team build profiles of your contacts. It automates contact data entry with information such as:

• Who are they,
• where are they from
• what company do they work for
• what is their current role,
• what year was the company founded,
• company income, social profiles and contact details.

All this information makes searching easier.

Price: from $19/month per user.

Key Feature:

• Search tools such as the Prospector Engine
• Reliable contact management
• Email and calendar sync

Source: Nimble

7.Copper

Copper is a CRM built specifically for G Suite users. If you love Google Drive and Gmail, then this CRM might be for you.

Once integrated with your G Suite, Copper can automatically update your details based on your Gmail messages. It will also record and sync appointments and sort Google Drive files according to your accounts and deals. And Copper finds up-to-date information about your client on the Internet for you.

Many companies like how it can track growth. Copper records your sales and revenue per person and tracks lost opportunities. You can use it to see areas where you are winning and losing leads. CRM also offers a leaderboard where you can see how well the people on your sales team are performing.

One of the things we love about Copper is that it has special CRM offerings for every industry. It allows you to specify who you are and your needs by sorting offers by:

• CRM agency
• CRM technology
• CRM Consulting
• Real estate CRM
• Small business
• Middle market
• Company

Price:

Key Feature:

• Integration with G Suite
• Ease of use

Source: Copper