Enterprise resource planning (ERP) software centralizes operations such as finance, human resources, inventory, and supply chain management. This makes ERPs more robust than customer relationship management (CRM) software, which helps businesses manage contact interactions and deals. As a result, ERPs are more expensive than CRMs, are difficult to learn how to use, and are typically…
Pipedrive vs Freshsales: Pricing, Features & What’s Best
Pipedrive and Freshsales both have contact management, visual sales pipeline tools, and lead scoring features. However, Pipedrive offers lower-priced plans, more integration options, as well as 24/7 chat and email support. In contrast, Freshsales is priced higher but has more customization options, offers in-app calling, and has phone support. Here’s a quick look at when…
Types of CRM Software: Which One Is Right for Your Business?
A customer relationship management (CRM) software is a tool that businesses use to manage and improve their relationships and interactions with prospects and customers. CRM solutions generally fall into three fundamental types: operational, analytical, and collaborative. In this article, we outline the features and benefits of each CRM type, including their best use cases, to…
6 Best Customer Database Software for 2021
Customer database software helps businesses organize customer data and manage interactions. There are standalone database solutions, but it can also be incorporated as a feature of customer relationship management (CRM) software. This secondary option also lets you access customers’ sales and marketing data from a single place. We’ve compared several options to narrow it down…
How to Create a CRM Strategy in 7 Steps (+ Free Worksheet)
A customer relationship management (CRM) strategy is a business organization’s plan to consolidate data from sales, marketing, and customer service and then convert them into actionable information using CRM software. Creating this plan requires you to review your business plan and consider your customer’s journey from prospect to client, but results in a streamlined process,…
6 Best Contact Management Software for 2021
Contact management software offers tools for recording details about contacts, but the best solutions are found as a feature of customer relationship management (CRM) software. This is because CRMs also let you track how a contact interacts during the sales and marketing processes from a single platform. We’ve compared several options to determine the six…
6 Best Account Management Software for 2021
Account management software helps businesses manage complex sales processes without spreadsheets. The best solutions are functions of customer relationship management (CRM) software rather than being standalone software. This is because these tools can also automate processes across multiple departments and keep track of purchasing insights and contact interactions–not just deal sizes. We’ve compared a dozen…
6 Best QuickBooks CRM Options for 2021
Integrating QuickBooks with your customer relationship management (CRM) system creates a seamless, two-way flow of accounting data needed to follow up on every closed deal. It consolidates invoices, vendors, purchase orders, products, services, and credit notes. But not every CRM offers this integration. In this article, we compared several QuickBooks CRMs based on factors like…
6 Best CRM Systems for Outlook Integration in 2021
The best customer relationship management (CRM) systems that integrate with Outlook provide users with seamless access to their leads, deals, contacts, and other essential CRM functionalities from right within their inbox. In this article, we compared several options based on pricing, features, ease of use, customer support, and expert scores to arrive at the top…
Less Annoying CRM Review: Is It Right for Your Business?
Less Annoying CRM is a web-based customer relationship management (CRM) solution that allows small businesses to manage their contacts, leads, notes, calendars, and tasks. It also comes with email logging, data import and export, and basic reporting features. This platform is best for small teams that are looking for a simple and low-cost CRM solution….
Streak Review: Is It Right for Your Business?
Streak is a customer relationship management (CRM) software that integrates with Gmail inbox and all the other Google Workspace apps. It helps users track business processes, such as sales, partnerships, support, hiring, and deal flow. This platform also comes with powerful email tracking tools. It is best for solopreneurs, startups, and small businesses needing a…
Daylite Review: Is It Right for Your Business?
Daylite, by Marketplace, is an all-in-one customer relationship management (CRM) made for professional services and agencies that are using Mac devices, iPhones, and iPads. This platform allows teams to monitor and manage communication, client details, follow-ups, deals, projects, and tasks, all in one single platform. It is best for individual users and small businesses that…