10 Powerful CRMs and Use Cases for a Growing Business

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Insightly offers features for contact management, email tracking, sales and marketing efforts, etc. The software comes stacked with features for tracking performance, managing deals, predicting revenue, and automating repetitive tasks. Pipedrive automatically visualizes your pipeline so you’re able to identify where your efforts should be focused. BIGContacts offers sales pipeline management, webform connection, lead nurturing, and task tracking.

You can create email marketing campaigns, as well as strategize and execute social media marketing promotions. If you’re looking for a cloud-based CRM platform for your business, Monday.com is worth considering. It enables you to manage projects and teams in a simpler way while improving your workflow. Customer relationship management software enables you to send messages to potential and current customers, store and organize their personal data, and manage your interactions with them from one location. There are a number of ways to use a CRM and the seven use cases above are just a handful of them. Then, use your CRM to start building stronger relationships with contacts, improve the customer experience, save your team time, align business data, and grow better.


Improve efficiency –Having all your business data in one place makes for better workflow, easier team collaboration, and better project management. The reality is, uninterrupted time to focus on client management tasks is hard to come by. And legacy CRM systems often make salespeople jump https://xcritical.com/ through hoops to access their data. However, some CRMs today evolve into a platform that fully integrates the three functions in one place. Inside the system, marketing can launch email campaigns; sales can follow up deals via phone, chat, or email, while support can answer tickets.

crm tools examples

Zoho’s gamification feature keeps your reps motivated and focused on quota while the Google Ads integration aligns your sales and marketing teams by bringing your business’s ad spend and sales revenue to light. Lastly, use Zoho to provide omnichannel support for customers and leads over the phone, email, live chat, social media, or in-person. HubSpot is a CRM platform —meaning, it tracks customer relationships as well as facilitates marketing, sales, and service processes. HubSpot is ideal for any scaling business (whether you’re small, mid-sized, or enterprise) and any team (such as marketing, sales, customer service, operations, or C-suite). Customer account history, project management, client access, sales pipeline and custom reporting, project budget tracking, custom sales processes.

HubSpot CRM

From simple tools to more comprehensive solutions, it can get overwhelming quickly. And the truth is that there is no right or wrong answer – it all depends on your business needs. Retain customers – By relying on a single source of truth, everyone can work with greater confidence, assuring better customer relationships in the long run. Therefore, companies that want to be successful have to find an effective way to build and maintain their customer relationships. One of the best ways to improve your customer relationships is to implement CRM software. You can create a table with the customer’s name, contact information, and any notes you have about the customer.

crm tools examples

There are also custom reports and dashboards that allow you to gain better visibility into your business operations. BIGContacts can also be a powerful tool for task management with detailed calendar views, automated recurring tasks, and custom reminders. The all-in-one platform connects all the tools and sources its data from the CRM – allowing teams to work in tandem with real-time information. The 360-degree view draws on each customer’s source, scores, and calls, and offers a complete picture to the business owner or sales manager. This helps sales teams discover new opportunities, close deals, and predict what the customer preferences could be. Freshworks is a suite of cloud-based software helping businesses manage their customer relations, sales, and marketing.

CRM Examples and How to Use Them

Since the CRM software is customizable, you can add objects, fields, links, and other elements and tweak them to suit your business needs. The CRM tool is value-packed with core features like a CMS Hub, Sales Hub, Service Hub, Marketing Hub, contact management, chatbots, email marketing tools, and lead generation funnels. Although the only way to enjoy Bitrix24’s full range of features is to cop one of its paid plans, the CRM service offers a free plan that gives you access to about 70% of its functionalities. You also get deal management, lead and pipeline monitoring, contact management, and more to ensure your sales team can maximize opportunities and generate more conversions for the business.

crm tools examples

The fully customizable and intuitive platform makes setting up automation a walk in the park, and it integrates nicely with all your favorite business technologies and tools. It integrates with over 100 contacts, ecommerce, marketing, email, operational crm definition sales, ad platforms, and video conferencing tools so you can use your favorite systems from right within the Zoho CRM app. Freshworks can track and analyze customers’ historical data to identify leads that are more likely to convert.

Easy to use

Apptivo CRM software helps to increase sales by following through on all prospects and closing deals. Pipedrive CRM focuses on the function of the sales rep. And what tool do sales reps use? In other words, they promote a specific sales or marketing approach around which their product is designed. These tools, coupled with sound inbound CRM marketing strategies, can positively impact your business. Copper is a simple but powerful CRM that helps small and medium-sized businesses stay on top of their sales activities. Close is particularly popular among growing small businesses because of its marketing automation capabilities.

crm tools examples

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