Customer relationship management software keeps sales and contact information together in one simple tidy place. This information can come from your POS system, email, social media chats and more.
The best CRM systems should:-
- Be easy to use
- Maintain your sales and contacts
- Allow customization
- Provide reports and insights into your customers
- Integrate with other systems
- Automate tasks
But which one is best? Well… There is no ‘best’ one for everyone, it depends on your business.
- Saleforce is the most advanced, but has a steep learning curve
- Hubspot is simple and has free plans, but can be expensive once certain functions are required
- Zoho sits somewhere in the middle
When you throw in Zendesk, Freshsales, Insightly and mailing programs such as Mailchimp it can get a bit overwhelming.
If you need advice, Initial Technology can help! We will listen your wants and needs, look into your current technology, then present a system best fits your goals