Building a great relationship with customers is essential to every business's success. However, maintaining brand loyalty is the real growth driver.
This is where Customer Relationship Management (CRM) tools can help you.
A good CRM program enables you to execute seamless interactions with your clients by streamlining the entire customer journey (Read more about the Customer Experience here). It has tools and features that let you:
- Find prospective clients
- Manage existing customer data
- Organize your sales pipeline
- Create marketing campaigns
- Automate operations
CRM tools could be just the thing you need to significantly boost your sales, establish a trustworthy brand and, most importantly, gain customer loyalty. Many leading IT companies specialize in leveraging CRM tools to help businesses reach their customer relationship goals.
Here are six of the best CRM tools that offer a basketful of features you can use to establish a lasting and meaningful relationship with the people that matter most: your customers.
Table of Contents
1. Pulse Technology
Standout Features:
- A mix of CRM and marketing tools
- Efficient contact management
- Real-time reporting
Streamlining the entire customer experience is tedious, especially for startups looking to grow their business in the virtual space. Enter Pulse Technology, a well-rounded and easy-to-use CRM software that makes tracking, organizing and reporting 10x easier.
You can manage and organize all your tasks, client appointments and notes on one dashboard. You can sync calendar events with your tasks for convenience as well!
Also, Pulse Technology lets you filter your contacts in various lists and drive all communications (SMS, email and chat) into one place.
The platform's edge is its powerful marketing automation features. Create email and SMS marketing campaigns via the built-in campaign builders, then automate and integrate them into your business pipeline.
And the crowning feature: real-time insights. Get instant reports on all your activities, from new leads and conversion rates to actual sales!
2. Clientjoy
Standout Features:
- Simple sales pipeline
- Custom client portal
- Invoicing and quick payment modules
The Clientjoy promises to help you and your small business earn more time. It eliminates all the repetitive work from your business operations, so you can achieve higher productivity which translates to higher business revenue.
How?
Its simplified sales pipeline eradicates the lengthy back-and-forth transactions between you and your clients by letting you integrate your email and calendar to schedule tasks, activities and meetings.
It welcomes faster contract and proposal creation, review, and approval with its e-signature capabilities, too!
You can also set up a custom client portal with your logo and other branding elements (Get acquainted with everything branding here) and host it on your domain. This portal lets your clients check for updates without going through a series of access requests.
And the best part? You can collect payments on the same dashboard! The program lets you send one-time, split, or recurring invoices with accompanying buttons for payment modes.
3. Flowlu
Standout Features:
- Cloud-based CRM functionality
- Sales funnel view
- Online web forms for lead generation
Ensuring that your business processes and sales workflows run smoothly is the key to long-term success. Flowlu helps companies achieve that through CRM tools wrapped into an intuitive and user-friendly platform.
From lead management to customer communications, this cloud-based program lets you streamline all your activities in one dashboard. You can even automate repetitive sales actions, such as following up on tasks, creating projects, and more.
How do you evaluate your sales performance?
Easy. The software provides a sales funnel view. It gives you a clear picture of your sales conversion rates and losses so you can address them immediately. Here, you can monitor the effectiveness of sales at each of the stages of the pipeline.
And if you’re struggling to get more leads, look no further. Flowlu’s online web forms make it easier to turn your website visitors into potential customers by collecting relevant information.
4. OnePageCRM
Standout Features:
- Sales workflow automation
- Lead Clipper
- Email quote generator
If you want to refine and enhance your sales processes and pipelines, OnePageCRM is the tool to try!
Are you starting from scratch? No problem. The program’s Lead Clipper offers an easy solution if you lack the audience and struggle to find the right leads. With it, you can capture prospects on a web page in one click! All entries get automatically added to your list as actionable contacts.
The program enables you to automate and accelerate your workflows through the pre-built actions for follow-ups, offers and more. Say goodbye to repetitive tasks!
Additionally, you can customize the stages of your pipeline and move your deals between each one, thanks to the drag-n-drop functionality.
And when it’s time to close a deal, all you have to do is to generate a professional-looking quote out of the deal’s details, then send the completed quote via email. That easy!
5. OfficeClip
Standout Features:
- Efficient data management
- Collaboration windows and tools
- Accessible customer portal
Overcome the challenge of managing heaps and heaps of client contacts while OfficeClip helps you get things in order.
Its data management system lets you store lead information about your customers across all the sales stages. And to make the process even easier, you can search, filter, and add tags to these contacts so your team can handle them better.
Speaking of teams, collaboration in this software is a breeze! You’re free to create and add multiple organizations within the platform, each with different units and data management workflows. Role-based permissions allow users to access certain information and take action accordingly.
Ultimately, the Customer Portal makes the customer experience more seamless. You can set this up so your clients can easily and securely share documents, invoices, reports and more!
6. Edrone
Standout Features:
- Auto-generated sales actions
- Customer communication management
- Detailed client profiles
Have you had it with manual, repetitive sales tasks that take a bunch of your time? Edrone offers a quick fix: a fully-automated sales and marketing workflow.
The system follows your customers at every step of the journey, so you can stop losing sales. How? You can set up automated abandoned cart reminders, so every "add to cart" action becomes a purchase. Also, you can roll out an automated loyalty program and give customers another reason to return to your shop.
More potential sales conversions for you minus the manual labor!
The efficient communications management feature lets you manage all customer messages from different channels, then allows you to set up canned messages for quick replies. The software understands that communication is essential to nurture customer relationships. No customer is left behind!
And the favorite feature: access to a detailed view of your customers’ profiles (learn more about identifying the ideal customer profile) and interactions so you can send them the right message at the right time.
