Best Customer Relationship Management Software: Your Ultimate Guide

Are you struggling with managing your client relationship and looking for effective software to automate it? If yes, then you’ve come to the right place. In today’s fast-paced business environment, businesses are constantly looking for ways to build strong customer relationships.

However, achieving it manually is quite a task. Choosing the best customer relationship software can help you handle your customers effectively and efficiently. With so many options in the market, choosing the right relationship software for your business can be challenging.

In this blog, we will cover the top 10 customer relationship management software to make a more informed decision for your business. Let’s explore more below.

Top 10 Customer Relationship Management Software

1. Proximo ERP

Proximo by Autus is a next-level customer relationship management software for businesses. This single global ERP software can integrate all your organization’s departments and functions. It is the best tool for paperless management.

Some of its key features include license-free ERP, no restriction on users, independent platform, among others. This affordable software can help you boost your productivity by automating daily tasks and centralized data collection. This eventually helps in making data-driven and informed decisions that boost your business growth.

2. Zendesk Sell

Zendesk Sell is another popular client relationship management software you can count on for effective management of your organization.

Its user-friendly interface and compatibility with mobiles along with the rest of the unique functionalities will help your team across different departments streamline processes, optimize productivity, and pipeline visibility to increase revenue.

Some of its key features include email tracking and automation, advanced reporting and analysis, a customizable sales dashboard, seamless integrations, a centralized platform, reporting, and analytics.

3. Less Annoying

If you are looking for a sales CRM platform, then Less Annoying may be a good option. Its simplicity makes it an ideal choice, especially for small businesses.

Its straightforward search functionality simplifies tracking down the contacts. Some of its key features include simple pipeline management, calendar and tasks, customization, and mobile-friendliness.

4. HubSpot

If you are a business owner who is just embarking on building their client relationship journey, investing in HubSpot can be a smart move.

Its dashboard centralizes all the essential CRM tools, allowing you to find your data easily. Like most CRM software, it also offers customization along with other features like conversation intelligence, and email tracking. Its reporting dashboard and deal tracking features also set it apart from others.

5. Sales Creation

Particularly developed for mid and large-business entities, Sales Creatio is a comprehensive CRM software that can help you manage your sales, marketing, and all other functions from a single platform.

Its low-code technology makes it a popular option as it offers users the freedom of customization with little to no coding knowledge. So, even if your team has someone who finds themselves technologically weak, Sales Creatio is a great tool. Some of the key features of this software include 360-degree customer view, sales, and project management.

6. Zoho

Zoho is the best customer relationship management software that is an ideal choice for businesses of all sizes, whether small or large.

This exceptional CRM software has an AI companion-Zia which acts like an extra hand. It can help you with your queries, track sales reports, and even take notes. Some of its features include workflow automation, process, and deal management.

7. Apptivo

Apptivo is an online CRM software that can help you centralize all your customer support requirements from any device and any browser.

With over 65 integrated applications, this software has a robust sales pipeline management system which will help you track potential customers. This ensures that you don’t waste a moment and grab all the opportunities.

Its key features are a social news feed, developer API, and IMAP email integration.

8. Insightly

Insightly can be one of the best customer relationship software options available. It allows businesses to fully integrate their customer relationship needs in a system they are comfortable with an existing Google App account.

This will reduce the learning time for your time and they will get used to using the software immediately.

However, in cases where you have queries, Insightly’s support isn’t quite helpful particularly when your team works across different time zones globally.

Automatic address book, file sharing, web-to-contact forms, and automatic address book are some of its additional features.

9. Copper

This software is also similar to Insightly. It is built keeping Google users in mind. It’s a popular choice because of its comprehensive G-Suite integration.

The rest of the features aren’t unique but most users are satisfied with this platform because of its enhanced user experience and quality. Its three key features are pipe reporting, project management, and Google integration.

10. Salesforce

Salesforce is a well-known CRM because of its excellent Artificial Intelligence capabilities. It can seamlessly automate multiple tasks and streamline business processes.

This is a great tool if you want your team members to free up some time from time-consuming tasks like data entry or finding files. They will then be able to focus on other core activities like sales and building customer relationships.

Its feature list is quite longer than others and it also includes commission management and call center management. Its additional features include Quote-to-cash automation, sales forecasting, and opportunity management.

Also Read: Choosing the Ideal CRM Solution for Small Businesses: A Comprehensive Guide

How To Choose The Best Relationship Management Software

• Time to Value: You won’t want complex CRM software for your organization. Check whether the CRM you are considering to implement has a fast time to value. This means evaluating your ownership costs as many CRM software include many hidden costs which eventually increase your spending.
  You can hit the ground in less time by choosing a product that provides a user-friendly interface, simple administration, and customization. All these will not only save you money but also ensure simple adaptation among different departments.
• Simple Setup: Choosing a complex CRM system that is difficult to install and configure will require you to hire resources who can handle it seamlessly.
• This will rather increase your cost. So, check whether the CRM system is easy to install so your team gets used to it in less time. A CRM system with a simple setup can benefit organizations of all sizes.
• Reporting: Check whether the CRM software offers simple and easy-to-understand metrics. This will help you get some valuable insights into different departments and adjust your strategy accordingly.
  Check whether the software offers you customization of these features as per your unique business requirements. Check for features like forecasting, pipeline analysis, and advanced analytics. Your CRM must also provide activity reporting and key performance metrics to give you real-time insights.
• Team Productivity: One of the main reasons for CRM implementation is to boost the productivity of your team members. So check whether the software offers email integration to enhance efficiency, sales engagement tools, smart contact lists, and bulk outreach.
• Customer Experience: Choosing a CRM software that optimizes customer experience will help strengthen your customer relationships. So check whether the CRM provides a centralized platform to manage all your leads and provides a 360-degree customer view to share their behavior patterns.
• Cost: Budget is an important key consideration but it shouldn’t be the sole factor. However, you need to evaluate the total cost of ownership for CRM software. This will help you understand whether it’s worthwhile.
  Ask the service provider to share all the costs and fees like implementation costs, maintenance fees, add-ons, and others.
• Seamless Integration: You might be using some tools already to manage your business process. Choosing a flexible CRM platform will offer you seamless integration with all your existing tools. This will ensure that your team members don’t face any troubles and allow them to manage all their gigs from a single place.
• Mobile Sales Management: A lot of CRM providers provide mobile accessibility that helps sales teams keep track of their activities and goals anywhere and anytime. They will not necessarily have to be on their desk to monitor their tasks, eventually improving productivity.
• Free Demo: Check whether the CRM provider offers a free demo to give you a clear picture of their CRM software. This will allow you to make informed decisions and check whether the software aligns with your business goals.

Also Read: Benefits of CRM Software for Small Businesses

Why Choose Proximo ERP

Proximo ERP is a cloud-based CRM software that has been built keeping in mind the complexity of all business sizes. It’s easy to use and centralized data management allows you to increase productivity while reducing costs. It is the only ERP you need to revolutionize your business process and expansion.

Autus Cyber Tech offers the best customer relationship software-Proximo ERP. We offer a wide range of different modules for different business sectors. This next-level mobile application is all you need to go paperless and store all your data in one place. Our detailed modules, faster implementations, customizations, and complimentary upgrades set us apart from other CRM providers. We have a team of dedicated experts who can help you with customized solutions promptly. Check our website for more details about our CRM software.