THE TOP 5 CRM SOFTWARES FOR BUSINESSES

HEYDAN

Serving sales professionals from firms with over $7.6 trillion in total market capitalization, Hey DAN is the premiere voice to CRM solution.  Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out. Hey DAN is the first voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete.

Hey DAN still offers its core Voice to CRM solution to thousands of sales professional around the world and has since expanded to support data stewardship programs, data strategy consults along with general Business Process Outsourcing (BPO) needs of our clients.

HUBSPOT CRM

Known as a reliable marketing software that attract visitors, convert leads and close customers. HubSpot offers CRM software to help you track and organize all the details for your customer. HubSpot will help you create company profiles for your contacts and organize details from your customers’ communication with you.

It effectively assigns and tracks your deals, controls the performance of your agents, and offers a dashboard where all team members can keep track of the company’s activities.

Beginners and mid-market companies will also appreciate the fact that HubSpot CRM is currently a certified, premier Google partner, and is a solution that suits well all niches and industries. HubSpot offers clear and understandable tools and features and it is extremely easy to use. You can always ask its support team for assistance or you can find online.

INSIGHTLY

Insightly is another web-based CRM software with project management tools. With its frequently updated features, users are able to organize and manage contacts, as well as link address books, tasks, leads and email together.

Among its main features are contact management, pipeline management, and task management to help you get sales visibility, an overview of your business, track your deliveries to customers, improve customer communication, collaboration within the organization and increase productivity.

The built-in PM features enable users to manage tasks and associate them with milestones, projects, and progress. It can generate reports based on opportunities and activities. Insightly also has versatile dashboards and secured infrastructure to protect the privacy of data, users, and availability of service.

It offers a free plan, mobile support, and many 3rd party integrations.

INFUSIONSOFT

Infusionsoft is a cloud CRM, sales, and marketing software for small businesses. Allows you to have consistent brand messaging throughout all your campaigns and personalized customer experiences. 

Some of its features include contact management, list management, and segmentation. It also has a calendar, task management, lead scoring and email integration. Users of the software are able to gain more leads, improve conversation rates, and provide customers with a seamless online shopping experience.

Infusionsoft combines everything your company needs—contact management, CRM, marketing automation and e-commerce—into a single, efficient online system. 

SALESFORCE

The Salesforce cloud is an on-demand CRM suite offering applications for small, midsize and enterprise organizations. It has a focus on sales and support. As a CRM, the software  tracks all customer information and interactions.

The Lead Management, Marketing Automation, Sales Data, and Partner Management apps let you follow these leads until they are ready for conversion. The software can also increase the sales team’s productivity whether they’re on location, at the office, or in cyberspace.

It’s got the mobile app for Android and iOS featuring real-time data from dashboards and custom reports, plus a Feed First feature that lets you at once see the most important information based on your settings.

To give you more flexibility, Salesforce Sales Cloud integrates with external business solutions, such as Desk.com, Team Support, Lead Exec, FinancialForce ERP, Ambassador, Zuora, Zendesk, and other major CRM, sales, and accounting solutions.