Lisa McGreevy

About the Author

Lisa McGreevy

Lisa McGreevy is a staff writer at Fit Small Business with a focus on business technology. 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.

Best CRM for Small Business for 2020

By Lisa McGreevy on July 8, 2020 | Buyer's Guide, Sales, Sales Tools | Comments (358)

Customer relationship management (CRM) software helps businesses manage relationships with customers and prospects using sales pipelines and other organizational tools. We compared dozens of products to determine the 10 best CRMs for solopreneurs, startups, and growing teams in terms of price, features, integrations, and reporting, arriving at the best overall option for small businesses. Top…

How to Organize & Track Your Sales Leads in 7 Steps

By Lisa McGreevy on July 2, 2020 | How To, Sales, Sales Process | Comments (0)

Leads, customers, and prospects are critical stages within your business cycle. When you properly track leads, business results become more clear. In addition, properly tracked leads indicate how well a salesperson is doing their job and how to improve your sales process for better results. Leads should be organized by source, level of interest, and…

6 Best Google CRMs for 2020

By Lisa McGreevy on July 1, 2020 | Buyer's Guide, Sales, Sales Tools | Comments (0)

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…

6 Best Mobile CRM Apps 2020

By Lisa McGreevy on July 1, 2020 | Buyer's Guide, Sales, Sales Tools | Comments (19)

Mobile customer relationship management (CRM) software allows salespeople to manage customer relationships on their smartphones by providing access to customer information, sales opportunities, and communication tools. We looked at dozens of CRMs with iOS and Android apps, and narrowed them based on overall features and cost to determine these top six mobile CRM apps. Top…

G Suite vs Microsoft 365: Price, Features & Which Is Best in 2020

By Lisa McGreevy on June 25, 2020 | Office, Versus | Comments (2)

Both G Suite and Microsoft 365 (formerly Office 365) offer complete sets of productivity features for business use. At $6 per user, per month, G Suite is the best choice for businesses needing branded email, cloud storage options, and easy-to-use document creation software. Microsoft 365, at $5 per user, per month, is a better choice…

Best CRMs for Manufacturing: A Comparison Guide

By Lisa McGreevy on June 17, 2020 | Buyer's Guide, Sales, Sales Tools | Comments (0)

Manufacturing companies use customer relationship management (CRM) software to track and document the sales process as well as manage customer interactions. However, manufacturers also need CRM features that are up to the task of tracking inventory, invoicing customers, and managing projects. We reviewed a variety of CRMs to learn which are best for the manufacturing…

6 Best Account Management Software 2020

By Lisa McGreevy on June 10, 2020 | Account Management, Buyer's Guide, Sales | Comments (0)

Account management is a function of customer relationship management (CRM) software intended to help businesses organize their sales efforts with multiple divisions, locations, and points of contact. We evaluated dozens of CRM-related software options to find the best for account management based on their account hierarchies and how well they facilitate the overall sales process….

The Ultimate Guide to Customer Relationship Management Software

By Lisa McGreevy on June 2, 2020 | Sales, Ultimate Guide | Comments (0)

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…

6 Alternatives to CRM Integration With Basecamp

By Lisa McGreevy on June 1, 2020 | Buyer's Guide, Sales, Sales Tools | Comments (0)

Basecamp is a project management tool used by thousands of businesses. Unfortunately, there are no officially supported customer relationship management (CRM) platforms that integrate directly with Basecamp, but many can connect through third-party tools like Zapier. However, many of the features that make Basecamp useful are already built into a variety of CRMs on the…

How to Choose a CRM in 8 Steps (+ Free Checklist)

By Lisa McGreevy on May 27, 2020 | How To, Sales | Comments (0)

Purchasing a customer relationship management (CRM) system is like committing to any other big ticket business software. Research and preparation are crucial to the successful implementation of the CRM you select. This guide walks you through the decision-making process and includes a checklist to help track the steps along the way. While there are many…

6 Best Free CRM Software 2020

By Lisa McGreevy on May 18, 2020 | Buyer's Guide, Sales, Sales Tools | Comments (10)

Free customer relationship management (CRM) software helps businesses manage relationships with customers and prospects, but typically includes limits on users or available features compared to paid options. We examined more than a dozen programs offering free plans with no time or user restrictions to identify the top six CRM options for small businesses and the…