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15 Best CRM Apps and Why Your Small Business Needs One

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Before the Internet, it was much easier to keep track of contacts and customer information. Now, because we can connect on such a vast level, it can be much more difficult to manage contacts and customer data. This is where CRM apps come into play. Let’s take a look at what these are and some of the best CRMs for small businesses.

If you own a small business, there are several things you have to be aware of when it comes to customer retention strategies. Marketing and social media presence are on the top of that list.

But so is customer relationship management. New CRM apps are popping up all the time, and figuring out what the best ones are and why you may need them can be difficult.

You want a simple CRM for small businesses, but you also want a tool that is easy to understand, easy to use, and easy to access. As there are a lot of different ones available, we are going to take a look at some of the best CRM tools for startups.

Best CRM Apps for Small Businesses - netsuite crm

What is NetSuite Customer Relationship Management (CRM)?

NetSuite’s Customer Relationship Management (CRM) solution helps companies manage interactions with current and potential customers, partners and suppliers in a single place. With all the capabilities of a traditional CRM solution, such as sales force automation (SFA), customer service management and marketing automation, plus the ability to manage quotes, commissions, sales forecasts and partner relationships, NetSuite CRM provides a seamless flow of information across the entire customer lifecycle — from lead all the way through opportunity, order, fulfillment, renewal, upsell, cross-sell and support.

What is NetSuite CRM? (Video)

Engaging, Relevant Experiences - netsuite crm

A unified view of customer preferences, transactions and interactions enables sales, marketing and support teams to deliver consistent and relevant experiences across all touchpoints. Enhance the shopping experience with native integration between NetSuite CRM and commerce systems.

Supercharge Sales Performance - netsuite crm

Equip sales with real-time access to prospect, customer and order records. With integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commission, sales performance is greatly improved.

Superior Customer Service - netsuite crm

Give everyone who interacts with customers — sales, support and service — access to updated, real-time data. NetSuite’s 360-degree customer view gives your service and support reps better visibility into customer issues and enables them to provide a consistent service experience across touchpoints.

NetSuite CRM Features - netsuite crm

Accelerate productivity and provide relevant and personalized brand experiences with a single CRM solution for marketing, sales and service teams.

Sales Force Automation - netsuite crm

Provide your sales organization with integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commissions. Sales teams get visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts and inventory.

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Marketing Automation - netsuite crm

Target, build, execute and measure the success of marketing campaigns — taking the complexity out of lead qualification and conversion. Track and measure a prospect's activity, identify when a lead meets known buyer-readiness conditions and pass that lead to sales as soon as it meets your predefined criteria.

Learn More

Customer Service Management - netsuite crm

Create and automate case management processes so that customers can submit cases online, review the status and reply with follow-up communications. An online knowledge base helps customers get the answers they need.

Learn More

NetSuite CRM Benefits - netsuite crm

  • Single Data Source. A single view of a customer across all channels provides complete visibility into all online, in-store and phone transactions and interactions.
  • Improved Sales Performance. Get visibility into pipeline and forecasts and streamline the sales process with a fully unified quote-to-order, cash and fulfillment solution.
  • Effective Campaign Management. Streamline execution of marketing campaigns across multiple channels.
  • Increased Customer Satisfaction. Support teams can access customer information anytime, anywhere to drive customer satisfaction and retention.

Challenges NetSuite CRM Solves - netsuite crm

  • Multiple Sources of Data. A centralized source of data — on customers, products, pricing, discounts, taxes and more — increases employee efficiency and collaboration.
  • Poor Visibility into Lead and Sales Activity. Get full insight into lead, prospect and customer activity to better inform sales, marketing and services teams.
  • Marketing Campaigns Not Aligned with Sales. Align marketing and the sales funnel by attributing qualified leads and sales to specific marketing campaigns.
  • Managing Sales Commissions. Automatically manage sales and partner quotas, and process commissions and referral bonuses end-of-month or end-of-quarter.

Faster Time to Value - netsuite crm

NetSuite has packaged the experience gained from tens of thousands of worldwide deployments over two decades into a set of leading practices. These practices pave a clear path to success and are proven to deliver rapid business value and get you live on NetSuite in a predictable timeframe. Intelligent, stepped implementations begin with sales and span the entire customer lifecycle, so there’s continuity from sales to services to support.

How Much Does NetSuite CRM Cost? - netsuite crm

Companies of every size, from pre-revenue startups to fast-growing businesses, have made the move to NetSuite. Looking for a better way to run your business but wondering about the cost?

Users subscribe to NetSuite for an annual license fee. Your license is made up of three main components: core platform, optional modules and the number of users. There is also a one-time implementation fee for initial setup. As your business grows, you can easily activate new modules and add users — that’s the beauty of cloud software.

NetSuite CRM is included with the NetSuite platform. Every employee that accesses NetSuite CRM needs their own user license.

  1. Zoho - netsuite crm

Zoho has come a long way the past few years since offering an email service. They now deliver one of the best CRM tools for small businesses. Zia, the conversational AI from Zoho, is the AI-powered sales assistant for any customer information you need from your CRM system.

  1. HubSpot - netsuite crm

If you have been researching for a management tool, then you have probably heard of HubSpot CRM. The HubSpot CRM app offers everything you need to organize and track customer leads. Perhaps the most attractive thing about HubSpot is that it is free.

With tons of automated tasks, less data entry for you means more time to spend getting to know those leads. Interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work.

  1. Insightly - netsuite crm

Insightly has actually been voted one of the top choices when it comes to the best CRM for small businesses. They have a user interface that is simple to navigate and very easy to understand. This is a particularly attractive feature for someone who is new to the world of CRM apps.

As with any CRM system, there is a downfall of using Insightly. They do not provide you with custom reports or dashboards. However, many will look past this because the tool has such solid reviews and rankings.

  1. Freshworks CRM - netsuite crm

Freshworks provides a robust CRM system with AI-based lead scoring, built-in phone, email, activity capture, and much more. They claim to have over 40,000 customers, so we know they are solid and have a large base.

  1. Salesflare - netsuite crm

Salesflare is perfect for small businesses because it gives them all the tools they need to be more relevant in a B2B world. Their platform is right up there with anyone else’s. Not sure? Book a free demo to check everything out first before making a decision.

Set up of the platform is straightforward and easy. They have an intuitive interface that is cloud-based and easy-to-use. You won’t need too many technical skills to work the program, and neither will any other users that you assign to it.

  1. Agile CRM - netsuite crm

Agile states that you can use their CRM to “sell and market like a fortune 500 company.” Of course, when you are starting a small business, something like this can be important because you want to give potential customers a look and feel of extreme professionalism.

The Agile all-in-one CRM app offers sales, marketing, service, and integrations. Within each major category, a long list of subtopics is included, and these more than cover anything you will ever need in a good CRM app.

  1. Salesforce - netsuite crm

Whether you are familiar with CRM or not, you have probably heard the name Salesforce. They are the most used and #1 CRM for small businesses.

Salesforce excels in several areas, including pricing. They offer an all-in-one sales solution for just $25 a month. This is a solid plan for anyone trying to build a network and get their small business going in the right direction.

  1. Pipedrive - netsuite crm

Pipedrive tracks emails, calls, and progress automatically. This allows you to dig into other parts of the CRM tool that may be more important to you. The Pipeline interface provides you with a single, streamlined view of your sales process. It gives clarity and gets your team on the same page.

The leading software review site G2Crowd rated Pipedrive the easiest sales tool to implement. Again, if you haven’t dealt with CRM apps before this, it can be important for a small business owner. The easier, the better.

  1. Dubsado - netsuite crm

Freelancing is a huge part of the workforce today and is only getting bigger. Dubsado offers consultants and/or freelancers the ability to manage one-off jobs and collect hourly billing.

  1. Capsule CRM - netsuite crm

Get organized, collaborate, and make more sales using Capsule CRM. Capsule gives you and your team one complete view of all your customers. This allows you to easily see everything in one place, instead of having to click around the dashboard for different looks.

The developer provides very easy-to-use software that will give you the ability to be up and running in just a few minutes. Customize and build your business capsule and you are off and running.

  1. Streak - netsuite crm

Streak offers all the things most of the top CRM apps do. However, they are unique in the fact that you are able to manage the entire platform right from your Gmail.

You can also add the Chrome extension to your Chrome browser and manage all functionality from that as well. Streak does offer a free personal CRM tool that may work for you. If not, their pricing is very fair and their tool is unique.

  1. Pipeline Deals (Formerly Batchbook)  - netsuite crm

Pipeline Deals, which was formerly known as Batchbook, gives you a ton of options right at your fingertips.  Furthermore, if you were already a Batchbook customer, a seamless and free migration is offered and is very secure. Checkout Pipeline Deals now if you are interested in a simple CRM for small businesses.

  1. Bitrix24 - netsuite crm

Bitrix24 offers a free version of its CRM app for up to 12 users and five gigs of storage space. After that, their pricing is fair and a good plan is available for just about any small business.

Bitrix24 is pretty vast and offers a ton of collaboration and customer management tools. Open an account with them and you will also get access to dozens of free tools for client management, tasks and projects, customer support, internal communications, and e-commerce.

  1. Vtiger - netsuite crm

Vtiger offers an easy-to-use and customizable CRM interface that will help drive marketing, sales, and customer service teams. They specialize in keeping teams in-sync.

The overall system is easy to use and easy to set up. It will allow providing great customer support, is flexible and customizable, and is a solid choice for any small business.

If you are new to the world of CRM apps, give Vtiger a look to see if the easy setup and integration is something that you need.

  1. Nimble - netsuite crm

Rounding out this list of the 15 best CRM apps is a simple tool for small businesses called Nimble. They are perfect for small business owners who live in their inbox. With the ability to integrate with Office 365 and G Suite, Nimble allows users to access company and contact insights. You can also manage deals right from within existing workflows.