What is CRM Software?
CRM software helps your team understand your customers’ needs better by establishing individual client profiles for each of them and then tracking all interactions they have with your team members. CRM software can help to improve customer experience by providing sales and marketing teams with valuable information on your customers, increasing their ability to capture new leads, drive conversions and close deals. The best CRM software will integrate with email marketing software and text message marketing software to automatically capture communications on these channels, reducing the need for a team member to perform manual data entry and ensuring communications records are comprehensive. Not all CRM systems are created equal and some are designed for specific purposes, from retail CRM solutions to customer support CRM systems. Knowing what you need a CRM system to do can help you make the best possible choice for your business.
Why You Should Trust Us
To find our picks for the best CRM software, our team of small business experts spent dozens of hours attending live demonstrations, conducting meticulous research and testing software firsthand. We examined pricing and plans to ensure there were options suitable for small businesses’ budgets, and then we got to work testing out the most important features CRM software has to offer. These included automated workflows, alerts and notifications, tools to monitor deal rot, and integrations with marketing software. We also examined customer reviews to get an idea of how real small businesses used each CRM platform and how their experiences lined up with our testing. Learn more about our methodology.