CRM software helps you grow your business by helping your customers more efficiently and speeding up your sales. Compare the most popular CRM systems in the business on pricing and features and ignite the growth of your business today!
1. Define your needs. Think of which client processes you want to support (Sales, Marketing and/or Customer Service) and speed up and what your team needs to improve productivity. Try to translate this into what features and options you need. Define your Must-have and Nice-to-have features.
2. Review the providers. With your feature wishlist you can rule out tools that don't support your needs. For example, email marketing, agenda/email provider integrations, contact trackiing, sales pipeline management, marketing forms, workflow automations, chatbots and phone integrations.
2. Create a shortlist. Determine your budget and bring your list down to a shortlist of 3-5 tools that fits your budget and meet your business needs. Also take into account your future plans. This might impact the costs and scalability of the software long term. You don't want to switch next year again!
3. Compare your personal top 3. Compare 3 of your favorite tools based on pricing and features. Just check the "Compare" checkbox in the list above to review each provider side-by-side.
4. Try 2-3 tools for free. Most providers offer a free trial for 14-30 days. Before you start your trial make sure your have your wishlist clear to get the most out of this period. Test a few key processes, workflows and tasks to get a good grasp about usability and speed.
5. Evaluate. Create a spreadsheet in which you score (1-5) each tool based on your key decision making factor. Don't forget to involve your team in this process!