WordPress Tutorials, Tips, and Resources to Help Grow Your Business
Are you looking for a customer relationship management (CRM) system to help you manage leads and contacts? Maintaining relationships with those that show interest in your business, and those that are established customers, is a great way to grow your business.
In this article, we’ll look at the best CRMs for your small business so you can increase sales.
What’s a CRM and Why Do I Need One?
When it comes to running a small business effectively, the most important goal should be boosting sales and strengthening relationships with your customers.
To do this, you’ll need a CRM, or customer relationship management tool. A CRM is a management software that allows you to store, organize, and manage your lead and customer information in one place. A good CRM solution also gives you insight into your business’ history with each customer.
CRMs store contact information such as names, email addresses, phone numbers, and any correspondence you’ve had with your customer.
For example, your CRM notes may have emails, invoices, and a sales pipeline so you can continue to build relationships with leads and nurture existing customer relationships.
In addition, a CRM will help your sales teams by working as a task management tool to help their overall sales process.
Having a CRM helps your salespeople stay in touch with those that are most likely to buy from you. They also help your entire sales team access data in real time and stay up to date on where in the customer journey each lead is.
What to Look for in the Best CRMs for Your Small Business
Before deciding which CRM to use for your small business, check out some key features to look for:
- Cloud Based Client Management: your entire team needs to be able to access your CRM solution from any device they’re working on in real-time.
- Pipeline Management: if your business has a sales team, it’s important to be able control the data that is accessed and shared. It’s also important you have a process in place to lead people from lead to conversion without forgetting any steps, such as sending out automatic emails based on behavior, making follow up phone calls, and offering free trials.
- Contact Profiles: each lead that shows interest in your business should have their own profile, complete with name, email address, phone number, and even social media links. This way you can easily get in touch with your contacts whenever you need to. It also serves as a way to identify whether they fit your buyer persona or not.
Now that you know why you need a CRM and what to look for in one, let’s check out the best CRMs for your small business.
Zoho is a powerful cloud based suite of software designed to help you run your small business with ease. It comes with a robust set of features centering around sales and marketing and includes things like online productivity tools and SaaS applications.
Zoho’s primary goal is to help small businesses manage sales, market their brand, organize leads and contacts, offer customer support, and more. Capture leads through social media, integrate with our WPForms plugin, segment visitors, and utilize the built-in live chat system.
Here are Zoho’s best features:
- Multichannel management through email, phone, live chat, and social media
- AI voice assistant for forecasting business trends and creating intelligent dashboards
- Detailed analytics reports for making data-driven decisions
- Mobile apps for accessing your CRM on the go
- Team collaboration tools
- IT management for monitoring websites and handling support tickets
- Built-in security measures for keeping data safe and assigning team roles
Zoho has a free plan available for up to 3 users.
If you’re interested in Zoho’s premium plans, you can sign up for a 15-day free trial. After that, plans start at $12/user/month.
2. HubSpot CRM
HubSpot CRM is a completely free CRM solution that helps you organize, track, and nurture leads and customers. It seeks to automate tasks your sales team doesn’t like, record all customer interactions, and make pipeline management a cinch by speeding up the sales process for your entire team.
In the HubSpot CRM dashboard, you can access every contact and their personal information in one convenient location. And adding contacts to your HubSpot CRM is easy to do with WPForms and our Zapier addon.
Additional features found in the HubSpot CRM include:
- Send personalized email sequences to leads and existing customers
- Place phone calls from within the CRM
- Get real-time notifications regarding lead behavior
- Access the communal data dashboard
- Integrate with popular apps like Salesforce, Shopify, and Microsoft Dynamics
Anyone can use HubSpot for free…forever.
Salesforce is probably the biggest and best CRM software for small business. That said, they cater to businesses of all sizes, including small businesses trying to succeed. If you’re looking to close more deals, increase productivity, and fill your pipeline with high-quality leads, Salesforce is a great option.
To start, capture leads from WordPress to Salesforce using WPForms. From there, guide leads through a personalized customer journey, utilize the intelligent marketing platform for emails, mobile, social media, and digital advertising, and use one of their unified eCommerce platforms to drive more sales.
Take a look at some more of Salesforce’s features:
- Guided onboarding and setup
- Customized dashboards and reports
- Social media and email support
- eCommerce capability on all devices
- Advanced contact manager including email integrations and follow-up reminders
Salesforce has a very simple free plan for 1 user.
If you need more than that, plans start at $25/month per user for the Salesforce Essentials plan, which is considered an out-of-the-box CRM solution.
Pipedrive is a sales management tool that helps small businesses manage the sales process after collecting leads with our Zapier addon. Touted as a “light-touch sales platform,” Pipedrive is designed to boost sales without sacrificing simplicity. This means it’s easy to set up and start using too.
Automate responsibilities so you stop wasting time on low value tasks, streamline sales and marketing management using one unified tool, and view your business’ pipeline visually to manage sales.
More features offered by Pipedrive include:
- Reminder emails and mobile alerts
- Integrate with Google apps, Trello, Zapier, and more
- Email integrations so all sales communication is one place
- Forecast future sales and analyze current sales with detailed analytics
- Drag and drop tasks as customers follow the sales funnel
You can try Pipedrive for free to see how you like it. After that, plans start at $12.50/month per user for the Silver plan.
Freshsales CRM has been touted as the very best and most robust CRM software in the market for B2B businesses. Find the best sales leads based on buying signals and behavior, have deeper conversations with those leads to drive them buy, and manage the overall sales pipeline by tracking the progress of your deals, assigning tasks, and sending automated emails. Plus, make one-click phone calls from within the CRM without additional costs.
A CRM software’s main goal is to manage customer relations, and Freshsales lets you do just that. For instance, it helps you eliminate bottlenecks in the sales process, open up more business opportunities, and gain your customers’ loyalty so they’ll become repeat buyers. And the best part is, you can easily create a Freshsales lead form in WordPress with WPForms.
Freshsales comes with more features to help your small business such as:
- Total access to customer profiles, complete with customer touchpoints
- Lead scoring for prioritizing leads and boosting sales
- Sales team grouping according to territory and automatic lead assignments
- Visual sales pipeline with a drag and drop navigation for identifying business opportunities
- Mobile app integration for managing your business on the go
Freshsales comes with a 30-day free trial. After that, plans start at $12/month per user.
Choosing the Best CRM for Your Small Business
If you’re looking for a lightweight CRM solution that focuses solely on sales activity to grow business, Pipedrive is the CRM for you. It comes with an easy to visualize pipeline, automates repetitive tasks, and integrates with your email marketing service so collecting leads is easy to do.
That said, if you want a more robust platform, your best bet will be either Salesforce or Freshsales. Salesforce has social media integrations to help capture leads and lets you sell through multiple channels to make more money online. Freshsales lets you manage customer relations and your sales team at the same time for maximum results. Utilize their built-in lead scoring, manage on the go, and even segment your sales team to find the best business opportunities.
If you’re on a limited budget, but need a CRM software to help generate leads and nurture customer relationships, HubSpot CRM is for you. Get real time notifications, make calls from within the CRM, and even send personalized email sequences based on user behavior.
And for those who need a little more than the free HubSpot CRM solution, there’s always Zoho. Built-in security measures, IT support, and multichannel management all help you to grow your business in an affordable way.
Expert Tip: Capture Leads For Your CRM
Once you decide which CRM you want to use for your small business, it’s time to start importing leads you capture from your WordPress forms.
We recommend WPForms for capturing leads. With WPForms, you can customize your lead generation forms in under five minutes and collect all the information you want so you can guide them further down the sales pipeline.
Since it’s easy enough for beginners to use, thanks to the drag and drop form builder, generating leads and sending them right to your CRM requires only a few clicks and our Zapier addon.
We hope that this roundup of the best CRMs for your small business helps you decide which CRM software to use to grow you small business.
If you need more tools for capturing leads, check out this helpful article on WordPress lead generation plugins to grow your email list. And for help with boosting form conversions, find out how to create a distraction free, dedicated form landing page in WordPress.
So, what are you waiting for? Get started with the most powerful WordPress forms plugin today.