Open source customer relationship management (CRM) software is a customizable application that manages contacts and deals. It is often free to download but typically requires advanced technical ability to implement and use. We compared a variety of solutions for functionality, installation difficulty, technical support, and overall ease of use to arrive at the best six…
About the Author
Lisa McGreevy
Lisa McGreevy is a staff writer at Fit Small Business with a focus in Tech. Before joining the team, Lisa has written for authoritative publications like Entrepreneur, Fierce Content Management, and PR Daily, and offered her insight on personal finance, health, and other topics. Her expertise has also been featured on SheFinds.
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6 Best Google CRMs for 2020
A Google customer relationship management (CRM) solution is one that allows sales teams to store Google documents or automatically track Gmail conversations within the CRM. We compared a dozen Google-enabled CRMs to find the six best platforms for a variety of business needs, arriving at the best overall CRM with Gmail integration. Top 6 Google…
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What Is a CRM & Why It’s Critical for Business
Customer relationship management (CRM) software is a database used to track customer activities, leads, and sales opportunities. Since all sales information is logged in your CRM, it provides business insights for your entire sales, marketing, customer service, and finance teams, and allows you to tailor interactions and enhance the relationship with your customers. How a…
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5 Ways CRM Can Help Your Business Grow
When business owners think about how to improve customer satisfaction, the first thing that often comes to mind is customer relationship management (CRM) software. After all, “customer relationship” is part of the title. However, CRM can also help grow your business in ways that go beyond the customer relationship. 1. Increased Employee Satisfaction While one…
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6 Best CRMs That Integrate With Xero
Xero CRM integration can allow businesses to sync contacts, create invoices, and track customer payments from within one platform, closing gaps in information and reducing the time spent switching between the two tools. We evaluated dozens of CRMs and compiled a list of the six best CRMs offering Xero CRM integration, including the best overall….
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Free Sales Call Report Template: PDF, DOCX & Auto-CRM Reports
Sales call reports provide information on engagements with prospects and customers and clarity around lead or deal status. They can also highlight trends and identify areas for improvement. We’ve provided two free sales call report templates that can be printed as PDFs or saved and edited as Word documents to help you create your own….
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6 Best CRMs that Integrate with Facebook 2020
Facebook integration with customer relationship management (CRM) tools help businesses compare CRM data with social profiles to keep contact databases current, ensure the right prospects are targeted, and track engagements. We researched dozens of CRMs to compile this list of the best options for Facebook CRM integration, including the overall best CRM for Facebook leads….
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How to Generate Leads Without Cold Calling: 9 Alternative Methods
Cold calling, or phoning a prospect with whom you’ve had no prior contact, is a common technique for developing new sales leads. However, it is not the only effective way to fill sales funnels. These nine tips on how to generate leads without cold calling are perfect alternatives for sales agents and business owners alike….
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How to Create a Google Sheets CRM in 7 Steps (+ Free Template)
Customer relationship management (CRM) software helps sales teams keep track of leads, contacts, and opportunities. While dedicated CRM software includes added functionality, you can easily set up a Google Sheets CRM to keep track of the most important information if you are just starting out. We’ll show you how in just seven simple steps. Of…
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6 Best VoIP Apps for 2020
VoIP apps let you access your business phone systems on your mobile device. We evaluated apps offered by a variety of providers and narrowed it to the top six. We then compared the price, functionality, ease of use, and customer support to learn who each is right for, including which one is the best overall….
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The Ultimate Guide to Customer Relationship Management Software
Customer relationship management (CRM) software helps sales teams manage and organize leads, prospects, and current customers to help sales teams make sure nothing slips through the cracks. It includes tools like contact management, advanced reporting, and lead prioritization. Costs ranging from free to more than $100 per month, depending on the CRM provider and its…
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RingCentral: A Top Tool For Growing Your Business in 2020
is a cloud-based VoIP phone system provider with tiered pricing plans between $19.99 and $49.99. Prices vary depending on number of users and billing schedule chosen. Specific features are provided with each of its four tiers, but all include unlimited calling, faxing, texting, and access to the mobile app. Thanks to the volume discounts provided…
