1. DScovery

7 Best CRM Apps for Your Business 2022

There are many options for finding the CRM App that best suits the way your business works, and within your budget

Customer relationship management (CRM) is any process, tool or strategy that helps a business to better access and manage customer data. Like many things, Apps make CRM easier and faster. Therefore, in order to compete successfully in almost any industry, you need a reliable CRM Application.

The best CRM apps will give you valuable insight into how your customers behave and what they need from you. You will be able to track the tasks you need to complete to keep your customers happy and get more sales. It also streamlines and simplifies business processes for every employee who interacts with your customers. In the long term, CRM application will increase your profit.

Here are some CRM applications that you can consider using in your business or company.

Salesforce

We chose Salesforce as one of the best because of its ability to impact various aspects of the business, including marketing, sales, and even IT departments.

Advantages

  • Operates on a cloud-based system, enabling access from anywhere
  • Providing various business needs outside of CRM
  • Fully customizable to suit business needs

Deficiency

  • Many of the features added have to be paid for again, so the monthly subscription fee can increase substantially
  • Too many technical adjustments can make it difficult for employees, lead to further training, and ultimately increase costs.

Salesforce brings together many of your business needs, integrating with almost all today's systems, such as IT, sales, customer support, and marketing. This allows you to continue using the current system. While it also caters to small businesses like MSMEs, salesforce can handle medium and large businesses as well. Thanks to its cloud-based platform, wherever you are, Salesforce keeps you connected to your business while enabling your company to focus on the customer.

The most important feature of Salesforce is how it integrates with other software. This is a basic part of the system, but other features can be added as needed.

Salesforce leverages a learning community of Salesforce experts who can answer questions. This app also provides training videos and even certification programs. This is very important because it allows customers to access the information at any given time, without having to contact customer support.

Salesforce is flexible with a world-class technical support team that can customize features to meet specific business needs. You can create customizable reports even without the help of the developer. Small Business plans start at $25 per month per user paid annually and can go up to over $1.000 per month as you add more users and more features.

freshworks

Freshworks is our favorite solution for small businesses because it saves you the hassle of switching between platforms. All your Apps can now be found in one place.

Advantages

  • Leads and sales are regulated, operating on smart data metrics
  • Perfect for small and medium businesses just starting out
  • Can be adapted to business needs

Deficiency

  • Proposals for sales may not be business specific and could create more jobs
  • Limited third-party integrations, which may increase the cost of searching for additional platforms
  • Does not have much flexibility for the required reports

Freshworks creates a platform that focuses business needs in one place, saving small business owners time and increasing focus. Setup is as easy as one click to start converting website visitors into potential customers. Access information from anywhere with this cloud-based Application. By connecting to some of the best prospects for your business, you now have the ability to increase your prospecting success rate and the number of sales generated.

Freshworks uses an AI platform to predict your needs with intelligent analysis. This app works flawlessly with many supported platforms for integration such as Hubspot, Meta, Klenty, and Calendly, and several other apps.

This app has the ability to pull your contact details to a single system. You can create summaries of recent activity, email marketing, and more. With analytics features, you can analyze customer support data seamlessly.

Through Freshworks Academy, you can increase your knowledge and get certified. In addition to training academies and blogs, customer service is also easy to contact with a few clicks.

Prices start at $29 per user per month. Based on business needs, higher and customizable packages are available. This cost-effective option caters to new and small businesses with a complete platform while offering the most suitable package for your business.

Pipedrive

Pipedrive stands at the forefront of small businesses. The app offers advanced capabilities such as website creation and comprehensive reporting at a reasonable price.

Advantages

  • Tracks emails within the App, making it easier to find
  • Easy to use and track leads
  • Offers some of the best Apps for basic sales management

Deficiency

  • A startup CRM, so it's not the best for larger or more advanced businesses
  • Not the best customizable App
  • Tracking reports can be tedious and time consuming

Pipedrive offers great value with all the features businesses need to sell more while working less. The platform focuses on controlling the sales process, empowering you to scale your business to its full potential. Easy to use App allows to focus on your business and not on the App.

Its activity-based methodology tracks sales and makes lead follow-up easier. Pipedrive simplifies integration with other programs, such as email, OneDrive, GoogleDrive, and more.

Pipedrive's 14-day free trial gives users full access to everything it has to offer, including 24/7 customer support. Plans start at $12,50 per month, with additional costs for additional plans such as the LeadBooster program or Web Visitor being $32,50 and $41 per month, respectively.

Pipedrive offers customizable reporting. Metrics measure the company's performance against goals. Integrated AI (artificial intelligence) automates repetitive tasks, allowing you to focus on the customer.

Pipedrive offers blogs and support for upgrading skills with this program, as well as more extensive instructional articles on sales, business scaling, management, and motivation of your employees.

HubSpot

HubSpot has earned the hard-earned title for best free CRM App. The free plan has no time limit and lets you manage one million contacts through your marketing, sales, and customer service workflows.

Advantages

  • Offers marketing automation tools
  • Integrating email inbox within the platform
  • Connect all your customer interactions in one place
  • Compatible with multiple platforms for integration

Deficiency

  • Can take a long time to make
  • May require adjustments based on the complexity of your customer service requirements
  • Additional features will be charged

HubSpot offers free marketing, sales, and customer service tools in one place, and users can manage up to a million contacts without worrying about deadlines or expiration dates, making HubSpot our best free CRM option.

Outside of their free program, paid prices start at $45 per month billed annually. Add-ons like inbound and outbound marketing consulting can take your business to the next level. This includes consultants to help guide you through strategy and grow your business.

HubSpot has a worldwide community of professionals who can answer your questions. There is an in-app support option, as well as email and phone support that can help at any time.

Integrating to and with HubSpot is an easy process. With step-by-step tutorials, you can get the platform up and running in no time. The app integrates with popular programs like WordPress, Gmail, AgencyAnalytics, and Zoom, as well as several other apps.

Users get detailed reports on productivity, individual performance and sales activity. All this information is available at your fingertips from the reporting dashboard. With its full ability to customize processes to benefit the business, you can't go wrong with HubSpot.

Bitrix24

Bitrix24 CRM delivers everything you need in one package, enabling you to run almost every aspect of your company, with the important benefit of combining all incoming and outgoing communications into one place for better business organization.

Advantages

  • Full and complete CRM capabilities
  • Ability to centralize all communication and collaboration
  • Email marketing integration

Deficiency

  • The user interface or UX can be simpler
  • A large number of functions can be overwhelming; no ability to delete
  • Limited social networking capabilities

Bitrix24 comes with full CRM capabilities along with lots of communication options. For example, enabling video conferencing with high audio clarity. This application is also fully integrated with more than 70 VoIP providers, such as RingCentral, Nextiva, and Vonage. With videos, calls, work chats and more, it's easy to see why Bitrix24 is one of the leading CRM Application companies, trusted by over five million users worldwide.

Many other features allow you to:

  • Create groups per division/department (eg, sales, marketing, customer service)
  • Easily segment people for workgroups, knowledge base and communication
  • Share/view the work and progress of all group members
  • Set up a knowledge base where users can message each other, create pages, post articles, and collaborate on tasks and projects
  • Use the built-in chat feature to message teammates individually or by groups or departments
  • Record and send video
  • Connect your email account, allows you to send and receive emails from contact records in CRM and keep a running history of messages
  • Set up customizable fields for managing contacts to capture specific data that is appropriate for your business.
  • See the communication "load" generated by contacts (how much time your business spends communicating with them)

Webinars and training courses are available online for customer support and training. Technical support is not available for free account users.

Bitrix24 is free for unlimited users, but like almost all free entry-level plans, only a small part of the features are accessible. Paid plans start at $19 for two users.

CompanyHub

While some CRM App providers have advantages that can try to customize your features, CompanyHub is one of the best because they have put most of the control into your hands.

Advantages

  • Highly customizable, especially by your staff
  • Strong reporting capabilities
  • Email marketing integration

Deficiency

  • The lowest priced plan does not have sufficient reporting features
  • Integration with MailChimp not available
  • No social media integration

In addition to standard CRM features such as contact, product, and sales funnel management, CompanyHub is highly customizable for a variety of industries, with creative controls that you may be able to handle yourself.

CompanyHub App Builders have been working in the CRM field since 2012. They have developed an in-depth understanding of the needs of different types of businesses. They have used many CRM programs for their own sales teams, and realized that many CRMs were either too complex or too basic. This prompted them to design their own powerful yet easy-to-use CRM that was easy to customize to the user's needs.

Most CRMs that claim to be customizable and integrated are limited to what the existing system is. However, CompanyHub goes far beyond what other CRM apps provide. For example, you can:

  • Create custom tables to store any kind of data related to payments, projects, courses, schools, properties, etc.
  • Associate records belonging to different tables with each other
  • Change the label to be more specific (for example, "Company" to "College")
  • Filter records by selected criteria
  • Generate reports on any table or field for a specific time period

CompanyHub also gives you powerful email automation capabilities. Email Sync automatically provides updated leads. Email tracking shows you who opened which emails and which links they clicked on. You can schedule emails and set reply reminders. A Gmail plugin is also available to allow you to track emails sent from there.

CompanyHub has also made it easier to enter data into CRM. For example, from a single page, you can take notes, edit fields, and add notes, conversations, and tasks, then send follow-ups.

You also have the ability to customize who can see which data, and you can choose from hierarchical and rule-based access controls. This means that even if two or more salespeople view the same report or page, the data they see will differ depending on what they have set up to see.

Plans are available at $15, $24, and $42 per user per month. The $15 plan provides a single sales channel, app integration, website lead generation, and email and calendar functionality. The $24 plan adds more reports and channels, and the $42 plan adds advanced customization and automation.

Training calls and demos are available where a CRM consultant will talk to you about your needs and guide you to get the most out of the CompanyHub CRM Application.

Infor

Infor CloudSuite CRM, our best choice for small business sales teams, identifies opportunities, streamlines sales activity, alerts users to drive accurate forecasts, and has tools for sales managers to monitor their teams and territories.

Advantages

  • Great sales team support
  • Dynamic business rules ensure no leads are missed
  • Great for mapping key opportunities and targeting profitable prospects

Deficiency

  • Not auto save
  • Some reviews say it's a bit difficult to learn how to use it
  • Highly industrial user experience

Not all CRMs are as useful to salespeople as they are to marketing. Sales teams need the specifics of CRM, including contact management, lead and channel tracking, and deal management. CloudSuite CRM Infor provides all these features and more, making it the best for small business sales teams.

Infor CloudSuite CRM helps sales representatives streamline the process of moving opportunities through the sales process. Each step in the process is associated with the likelihood that the opportunity will eventually lead to a sale. As the opportunity moves forward through the process, it contributes higher value to the sales forecast. The sales manager can then review and adjust the probabilities assigned to each opportunity, or exclude opportunities from the forecast. Here are some of the more important sales features of this CRM:

  • Allows staff/admins to create new contacts or import them from ERP or Microsoft Office and store them in one location in CRM
  • All contacts are automatically updated with contact history, and representatives can search for the required information through a single view interface
  • Through its dynamic business rules, no lead is missed at any stage
  • "Hot" prospects can be handled by certain designated staff

One of your staff/employees can track leads at every stage, from lead to closed sale, and all steps in between

Starting at $65 per month, Infor CloudSuite CRM comes with a calendar that allows users to schedule, accept, decline, or delete meetings. The calendar syncs with Microsoft Outlook in real-time so everyone is always up to date.

Best CRM Conclusion

The best CRM applications allow you to store records, emails, phone calls, and sales funnel estimates related to client records in your database. This minimizes the risk of missed tasks, appointments, and notes, which can interfere with your sales success. There are many options for finding the CRM application that best fits the way your business works, and within your budget.

Please choose according to the company's business or financial needs, or do you have other recommendations?

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