Customer Relationship Management (or CRM) tools are customer management software that allows you to centralize all interactions between company and customers, in many cases automating tasks … and saving time.
The CRM is responsible for collecting all the information on business operations and interactions with customers while maintaining a detailed history to allow sharing and maximizing the knowledge of certain customers, at specific times, to anticipate needs and understand each other.
A CRM program in companies undoubtedly allows generating greater sales opportunities (by providing higher levels of segmentation, precision, and attention) while streamlining management and processes. In short, CRM is software without a doubt that allows you to enhance your customers’ loyalty and satisfaction.
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5 Best CRM Apps with Task Management
Today we present a good list of powerful CRM apps that can provide you many benefits that we just mentioned. However, remember that this is a live list where we do not collect all the tools that exist in the market. Therefore, if you think that one escapes us, it should be among those that we highlight here, do not hesitate to leave it in the comments. And we will take it into account. In this post, we will analyze the following tools.
1. HubSpot
HubSpot is one of the best known CRM tools worldwide and one of the indisputable references in Inbound Marketing. Hubspot’s CRM functionality allows you to manage all your marketing and sales activities as you see fit. For example, it allows grouping by campaigns that generate detailed reports of metrics on the real return on investment in the entire conversion funnel. Also, it is a complete CRM tool-free. 56,500 customers in more than 100 countries trust HubSpot for their growth.
- Foundation year:2005
- Country: United States
2. amoCRM
The specialization, and the detail that makes it peculiar, of amoCRM, is messaging. Thanks to its technology, it adds a complete set of messaging applications to its arsenal, allowing you to respond quickly to potential customers and generate more sales. You can identify the progress of each lead, preview the status of the task, and get an overview of the overall sales status. Also, it has an app for mobile.
- Foundation year: 2004
- Country: United States
3. Monday
Monday software is an extremely simple software with default templates for all kinds of situations, allowing you to start with the one that best suits you. Also, it gives you the ability to use the columns to view all the information you need at specific times. Monitoring time for each task, keeping track of who is in charge of what, marking locations, adding text, numbers, links, and much more. If you are looking for the best Monday.com alternative then our recommended tool is Nifty Project Management.
- Foundation year:2012
- Country: Israel
4. Bitrix24
Bitrix24 is a free CRM packed with customer management tools, support, and marketing automation features. Available in the cloud and locally for mobile devices and desktops. It includes all the essential tools: sales funnels, channel management, sales reports, 360-degree customer view, support for repeat sales, and sales automation.
Furthermore, it comes with dozens of integrations available, and you can also create your own applications using its REST API.
- Foundation year:2012
- Country: Russia
5. Creatio
Creatio is defined as a tool that allows managing each client, in a particular way, at each stage of the life cycle. From the origin or initial lead through when the sale is generated and reaching the after-sales service. It has a simple, friendly, and responsive interface that, at a glance, allows us to conceptualize the particular situation of each client. Also, it allows us to connect the processes of marketing, sales, and customer service.
- Foundation year:2007
- Country: United States
Tips For Choosing The Best CRM App For Your Company
The success of the implementation of a CRM is directly linked to an optimal choice of software. Here are a series of tips to help you make your decision:
Analyze your business
The implementation of CRM is a very important step that involves an entire company. For an optimal choice, you must analyze your business and set the objectives and needs to see these reflected in the characteristics of the CRM.
Integrations with other tools
This is a crucial point if you work with other management systems. Check the compatibility of the CRM with other options that you are already using to take full advantage of its potential.
Price and implementation
Price is always a factor that tips the balance towards one option or another. Consult different price alternatives and the implementation, training, and maintenance time of the tool. Sometimes a little more upfront means more profitability in the future.
Easy and intuitive
Many professionals will use the CRM; usability is closely related to the speed and efficiency of developing tasks. Complex and not very intuitive software implies suffering a very low learning curve, which is key to decreasing business performance.
