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\n","editorsRating":9.5,"showEditorsRating":true,"reviewAccordions":[{"label":"Editor's Review","contentParsedContent":{"json":[{"component":"p","children":"Salesforce is our pick for the best CRM for small business as it offers a popular essentials-level platform that’s ideal for small and growing businesses. Small businesses will benefit from the workflow builder, helping to automate every task your team performs repeatedly. The Salesforce mobile app is also designed for ease of use, mirroring the Salesforce desktop experience with room to be customized for employees with different roles."},{"component":"p","children":"With one of the industry’s largest third-party app marketplaces, Salesforce has integration capabilities for an impressive amount of platforms. Additionally, Salesforce recently introduced an upgraded version of its AI-powered Einstein tools, Einstein Copilot for natural language queries from the Salesforce Data Cloud and Einstein Copilot Studio for AI-powered app creation for functions like sales acceleration and customized websites."},{"component":"p","props":{"css":{"textAlign":"center"}},"children":[{"component":"Image","module":"@jelly/shared","props":{"loading":"lazy","decoding":"async","class":"aligncenter size-full wp-image-42894","src":"https://images.vaylees.com/app/uploads/2019/12/14075840/salesforce-analytics.jpg","alt":"Salesforce analytics","width":"468","height":"257","pageProperties":{}}}]},{"component":"p","props":{"css":{"textAlign":"center"}},"children":[{"component":"em","children":"Salesforce’s visual dashboards provide a wealth of information at a glance. In the above view, the Incident Management Dashboard displays information of incidents over time, status breakdowns, priority breakdowns, and more. (Source: Salesforce)"}]}],"__typename":"ParsedContent"},"__typename":"BestPickPropertiesListOfServicesReviewAccordionsAccordionLayout"},{"label":"Pricing","contentParsedContent":{"json":[{"component":"table","props":{"className":"styled-table"},"children":[{"component":"tbody","children":[{"component":"tr","children":[{"component":"th","children":[{"component":"strong","children":"Subscription Plan"}]},{"component":"th","children":[{"component":"strong","children":"Price"}]},{"component":"th","children":[{"component":"strong","children":"Features and Tools"}]}]},{"component":"tr","children":[{"component":"td","children":"Small Business Starter Suite"},{"component":"td","children":"$25 per month, per user charged annually"},{"component":"td","children":"Email marketing and analytics; customer service; prebuilt sales processes"}]},{"component":"tr","children":[{"component":"td","children":"Small Business Pro Suite"},{"component":"td","children":"$100 per month, per user charged annually"},{"component":"td","children":"Greater customization and automation; 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conversation intelligence and sales engagement"}]},{"component":"tr","children":[{"component":"td","children":"Sales Einstein 1 Sales"},{"component":"td","children":"$500 per month, per user charged annually"},{"component":"td","children":"Einstein Copilot; performance management, sales program, and team collaboration with Slack; Data Cloud and Revenue Intelligence integration"}]},{"component":"tr","children":[{"component":"td","children":"Service Cloud Starter Suite"},{"component":"td","children":"$25 per month, per user charged annually"},{"component":"td","children":"Case management; customizable reports and dashboards; knowledge base"}]},{"component":"tr","children":[{"component":"td","children":"Service Cloud Professional"},{"component":"td","children":"$80 per month, per user charged annually"},{"component":"td","children":"Case swarming; computer telephony integration; omni-channel case routing"}]},{"component":"tr","children":[{"component":"td","children":"Service Cloud Enterprise"},{"component":"td","children":"$165 per month, per user charged annually"},{"component":"td","children":"AI for customer service; self-service help center; workflow automation"}]},{"component":"tr","children":[{"component":"td","children":"Service Cloud Unlimited"},{"component":"td","children":"$330 per month, per user charged annually"},{"component":"td","children":"24/7/365 support; AI-powered chatbots"}]},{"component":"tr","children":[{"component":"td","children":"Service Cloud Einstein 1 Service"},{"component":"td","children":"$500 per month, per user charged annually"},{"component":"td","children":"Einstein Copilot; Data Cloud"}]}]}]}],"__typename":"ParsedContent"},"__typename":"BestPickPropertiesListOfServicesReviewAccordionsAccordionLayout"},{"label":"Advantages & Disadvantages","pros":[{"value":"An expansive range of available CRM products means that Salesforce can grow with your company.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsPros"},{"value":"Salesforce acts as a single source of customer data for everyone in your company to improve customer experiences and outcomes.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsPros"},{"value":"Salesforce has a targeted set of CRM products engineered for small businesses.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsPros"}],"cons":[{"value":"Larger businesses may have to pay additional fees to use Salesforce integrations effectively.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsCons"},{"value":"Most Salesforce plans require an annual commitment.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsCons"},{"value":"It could be difficult to get immediate technical assistance during non-business hours.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsCons"}],"__typename":"BestPickPropertiesListOfServicesReviewAccordionsProsAndConsLayout"},{"label":"User Score","contentParsedContent":{"json":[{"component":"p","children":["Salesforce customers praised the company across various iterations of its product, including Starter, Sales, and Cloud. Salesforce customers across the board largely praise the products for their integrations, ease of setup, and customer report. However, some complained about lacking functionality in cheaper plans and how enterprise editions can be pricey for smaller businesses. Salesforce Starter earned a 8.2/10 on ",{"component":"Link","module":"@jelly/shared","props":{"href":"https://www.trustradius.com/products/salesforce-starter/reviews","target":"_blank","rel":"noopener","pageProperties":{}},"children":"TrustRadius"},"; Sales Cloud earned a 8.4/10 on ",{"component":"Link","module":"@jelly/shared","props":{"href":"https://www.trustradius.com/products/salesforce-sales-cloud/reviews","target":"_blank","rel":"noopener","pageProperties":{}},"children":"TrustRadius"},"; Salesforce Service Cloud earned a 8.8/10 on ",{"component":"Link","module":"@jelly/shared","props":{"href":"https://www.trustradius.com/products/salesforce-service-cloud/reviews#overview","target":"_blank","rel":"noopener","pageProperties":{}},"children":"TrustRadius"},"."]}],"__typename":"ParsedContent"},"__typename":"BestPickPropertiesListOfServicesReviewAccordionsAccordionLayout"}],"reviewLink":"","reviewLinks":[{"link":"https://vaylees.com/7840-best-crm-software-small-business.html","__typename":"Review"}],"serviceName":"Salesforce CRM","thumbnail":{"path":"https://images.vaylees.com/app/uploads/2022/08/01033826/Salesforce.png","altText":"Salesforce company logo"},"website":"https://www.salesforce.com/","jumpLinkTarget":"salesforce-crm"},{"pricing":[{"typeName":"Widget","widgetCta":"","widgetExclusive":false,"widgetId":"10725","__typename":"Widget"}],"badgeTitle":"Best for Project Management","fullTitle":"Best CRM Software for Project Management","isFeaturedBestPick":false,"blurb":"\n- Starting Price: Starts at $12 per month, per user
\n- Key Features: Unlimited customizable pipelines, unlimited contact database, unlimited boards, Android and iOS apps.
\n- Free Trial: 14 days
\n
\n","cardBlurb":"\n- Starts at $12/month/seat
\n- Month-to-month or annual subscription
\n- 14-day free trial
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\n","editorsRating":9.5,"showEditorsRating":true,"reviewAccordions":[{"label":"Editor's Review","contentParsedContent":{"json":[{"component":"p","children":"Monday Sales CRM is our pick for the CRM that’s best for project management. The core work management platform provides key timesaving and organizational capabilities. Monday Sales CRM customers enjoy easy-to-use interfaces and unlimited boards to organize projects. Whether you need a custom dashboard for specific communication needs or want to delve into analysis with customer data visualization tools, monday Sales CRM offers intuitive technology to support your success. The core work management platform stands out in its intentional design and ability to run and scale to any workflow. monday Sales CRM is also highly customizable, allowing for customer integration with communications platforms like Slack, eliminating the need for regular status update meetings by automatically alerting team members when a project or task is ready for further action."},{"component":"p","props":{"css":{"textAlign":"center"}},"children":[{"component":"Image","module":"@jelly/shared","props":{"loading":"lazy","decoding":"async","class":"aligncenter wp-image-42887","src":"https://images.vaylees.com/app/uploads/2019/12/14074003/monday-deals-dashboard.jpg","alt":"monday CRM Deals dashboard","width":"426","height":"284","pageProperties":{}}}]},{"component":"p","props":{"css":{"textAlign":"center"}},"children":[{"component":"em","children":"Monday Sales CRM provides an easy-to-use CRM platform. In the image above, a user views a Deals dashboard showing both projects currently in the pipeline and deals closed and won, as well as at-a-glance details about each individual deal. (Source: Monday.com) "}]}],"__typename":"ParsedContent"},"__typename":"BestPickPropertiesListOfServicesReviewAccordionsAccordionLayout"},{"label":"Pricing","contentParsedContent":{"json":[{"component":"table","props":{"className":"styled-table"},"children":[{"component":"tbody","children":[{"component":"tr","children":[{"component":"th","children":[{"component":"strong","children":"Subscription Plan"}]},{"component":"th","children":[{"component":"strong","children":"Price"}]},{"component":"th","children":[{"component":"strong","children":"Features and Tools"}]}]},{"component":"tr","children":[{"component":"td","children":"Basic CRM"},{"component":"td","children":"$12 per month, per user charged annually"},{"component":"td","children":"Unlimited customizable pipelines; unlimited contact databases; unlimited boards; included templates; Android and iOS apps"}]},{"component":"tr","children":[{"component":"td","children":"Standard CRM"},{"component":"td","children":"$17 per month, per user charged annually"},{"component":"td","children":"Account, contact, and deal management; Gmail and Outlook email integration; AI email generator; quotes and invoices; duplicate data merger"}]},{"component":"tr","children":[{"component":"td","children":"Pro CRM"},{"component":"td","children":"$28 per month, per user charged annually"},{"component":"td","children":"Sales forecasting; mass emailer; mass email tracking; Google calendar sync; sales analytics; email tracking and automations"}]},{"component":"tr","children":[{"component":"td","children":"Enterprise CRM"},{"component":"td","children":"Variable rates based on need"},{"component":"td","children":"Lead scoring; HIPAA compliance; enterprise-grade security and governance; enterprise-scale automations and integrations"}]}]}]}],"__typename":"ParsedContent"},"__typename":"BestPickPropertiesListOfServicesReviewAccordionsAccordionLayout"},{"label":"Advantages & Disadvantages","pros":[{"value":"All plans include unlimited boards to organize projects, clients and processes.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsPros"},{"value":"Timesaving automations are especially easy to build and deploy.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsPros"},{"value":"All monday sales CRM plans have 24/7 customer support.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsPros"}],"cons":[{"value":"All paid monday sales CRM plans have a three-seat minimum.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsCons"},{"value":"Automations are limited to a set number of actions per month.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsCons"},{"value":"Lacks some of the wider integration support for third-party tools that some of its competitors boast.","__typename":"BestPickPropertiesListOfServicesReviewAccordionsCons"}],"__typename":"BestPickPropertiesListOfServicesReviewAccordionsProsAndConsLayout"},{"label":"User Score","contentParsedContent":{"json":[{"component":"p","children":["Monday customers often praised the company for its team collaboration and task management features, as well as its wealth of automations. However, some complained that scalability could be difficult at times. Monday earned an 8.4/10 on ",{"component":"Link","module":"@jelly/shared","props":{"href":"https://www.trustradius.com/products/monday/reviews?qs=scaleability-rating#overview","target":"_blank","rel":"noopener","pageProperties":{}},"children":"TrustRadius"},"."]}],"__typename":"ParsedContent"},"__typename":"BestPickPropertiesListOfServicesReviewAccordionsAccordionLayout"}],"reviewLink":"","reviewLinks":[{"link":"https://vaylees.com/16145-monday-com-review.html","__typename":"Review"}],"serviceName":"monday Sales CRM","thumbnail":{"path":"https://images.vaylees.com/app/uploads/2022/08/01034130/monday-logo.png","altText":"monday sales CRM logo"},"website":null,"jumpLinkTarget":"monday-sales-crm"}],"schemaData":{"authorName":"Jeff Hale","canonical":"https://vaylees.com/7839-best-crm-software.html","items":[{"fullTitle":"Best CRM Software for Integrations","serviceName":"HubSpot CRM","thumbnail":"https://images.vaylees.com/app/uploads/2022/08/01033418/hubspot_logo.png"},{"fullTitle":"Best All-in-One Solution","serviceName":"HoneyBook","thumbnail":"https://images.vaylees.com/app/uploads/2024/05/09084536/honeybook-logo-1.png"},{"fullTitle":"Best CRM Software for Visual Sales Pipelines","serviceName":"PipeDrive","thumbnail":"https://images.vaylees.com/app/uploads/2021/05/26123950/pipedrive-logo.jpg"},{"fullTitle":"Best for Automation","serviceName":"Creatio","thumbnail":"https://images.vaylees.com/app/uploads/2024/05/02113540/creatio-logo.png"},{"fullTitle":"Best for Remote Teams","serviceName":"Zoho CRM","thumbnail":"https://images.vaylees.com/app/uploads/2019/06/27131039/zoho-crm-logo.jpg"},{"fullTitle":"Best CRM Software for Communications","serviceName":"Freshsales CRM","thumbnail":"https://images.vaylees.com/app/uploads/2022/08/01033318/freshworkscrm_logo.jpg"},{"fullTitle":"Best CRM for E-commerce ","serviceName":"NetSuite CRM","thumbnail":"https://images.vaylees.com/app/uploads/2021/05/12055439/netsuite-logo.jpg"},{"fullTitle":"Best CRM Software for Small Businesses","serviceName":"Salesforce CRM","thumbnail":"https://images.vaylees.com/app/uploads/2022/08/01033826/Salesforce.png"},{"fullTitle":"Best CRM Software for Project Management","serviceName":"monday Sales CRM","thumbnail":"https://images.vaylees.com/app/uploads/2022/08/01034130/monday-logo.png"}],"modifiedDate":"2024-10-17T19:13:57Z","publishedDate":"2019-12-30T16:00:00Z","title":"Best CRM Software of 2024"}}},{"type":"BestPickPropertiesPageLayoutContentSectionLayout","sectionData":{"id":"what-is-crm-software","title":"What Is CRM Software?","sectionTitle":"What Is CRM Software?","content":"CRM, or customer relationship management, software is a computer program that can help your sales teams log communications with potential and existing customers, manage leads and sometimes build marketing campaigns. In other words, a CRM allows you to foster and maintain relationships with your customers.
\nBusinesses use CRM software for various reasons. Initially, the CRM industry was geared primarily toward sales and PR professionals, offering a convenient way for them to store information and track communications with prospects and customers. Today, CRM solutions straddle several areas, such as marketing, analytics, communications and light project management. Some CRM systems even have built-in chatbots and calling capabilities, letting your team communicate with clients directly from the system.
\nOrganizations that need a digital way to manage their customer pipeline, nurture client relationships, and coordinate between their sales and marketing teams use CRM systems. Usage spans sectors, from retail businesses to service companies and across both B2B and B2C enterprises.
\n","parsedContent":{"json":[{"component":"p","children":["CRM, or customer relationship management, software is a computer program that can help your sales teams log communications with potential and existing customers, ",{"component":"Link","module":"@jelly/shared","props":{"href":"/16066-crm-lead-management.html","pageProperties":{}},"children":"manage leads"}," and sometimes build marketing campaigns. In other words, a CRM allows you to foster and maintain relationships with your customers."]},{"component":"p","children":"Businesses use CRM software for various reasons. Initially, the CRM industry was geared primarily toward sales and PR professionals, offering a convenient way for them to store information and track communications with prospects and customers. Today, CRM solutions straddle several areas, such as marketing, analytics, communications and light project management. Some CRM systems even have built-in chatbots and calling capabilities, letting your team communicate with clients directly from the system."},{"component":"p","children":"Organizations that need a digital way to manage their customer pipeline, nurture client relationships, and coordinate between their sales and marketing teams use CRM systems. Usage spans sectors, from retail businesses to service companies and across both B2B and B2C enterprises."}],"__typename":"ParsedContent"}}},{"type":"BestPickPropertiesPageLayoutContentSectionLayout","sectionData":{"id":"what-are-the-benefits-of-crm-software","title":"What Are the Benefits of CRM Software?","sectionTitle":"What Are the Benefits of CRM Software?","content":"\nMany CRM platforms come with third-party app integrations to extend their functionality and provide support to customers’ preferred tools. Pictured is a view of Zendesk’s app directory, which features integrations with a range of popular external tools. (Source: Zendesk)
\nCRM software provides a central digital location where your employees can log all customer communications, track sale deals and build marketing campaigns. This offers businesses a range of abilities and advantages. Below are some of the top benefits of using a CRM.
\n\n- Organize and maintain customer information. CRM software is ideal for companies that rely on up-to-date data to service their customers. This is the most basic yet essential benefit that CRM software can provide for your business — an easily accessible database of customer information.
\n- Streamline and scale your sales cycle. With the data you collect via your CRM system, you can streamline your sales process and cut out unnecessary steps. As the program tracks sales behavior and outcomes, you’ll see which types of communication work and which don’t. When you need to expand your sales process, a CRM solution can help with that, too.
\n- Build customer relationships. CRM software helps your team engage and build lasting connections with potential and existing customers. Using the data stored in your CRM, your team can track customer information and cater their interactions to meet each client’s unique needs and preferences.
\n- Automate your workflows. CRM software automates data entry and administrative tasks, allowing your team to focus on building meaningful customer relationships. CRM workflow automation also minimizes the potential for human error and makes your business operate more efficiently. [Find out the difference between automation and machine learning.]
\n- Forecast your sales. CRM software allows you to predict future sales based on past sales data. Sales reports generated by your CRM and the insights you glean from them are valuable for companies that want to project future needs and costs.
\n
\n","parsedContent":{"json":[{"component":"p","props":{"css":{"textAlign":"center"}},"children":[{"component":"Image","module":"@jelly/shared","props":{"loading":"lazy","decoding":"async","class":"aligncenter wp-image-42902","src":"https://images.vaylees.com/app/uploads/2019/12/14085201/zendesk-integrations.png","alt":"Zendesk integrations","width":"503","height":"348","pageProperties":{}}}]},{"component":"p","props":{"css":{"textAlign":"center"}},"children":[{"component":"em","children":"Many CRM platforms come with third-party app integrations to extend their functionality and provide support to customers’ preferred tools. Pictured is a view of Zendesk’s app directory, which features integrations with a range of popular external tools. (Source: Zendesk)"}]},{"component":"p","children":["CRM software provides a central digital location where your employees can log all customer communications, track sale deals and build ",{"component":"Link","module":"@jelly/shared","props":{"href":"/15987-crm-marketing-benefits.html","pageProperties":{}},"children":"marketing campaigns"},". This offers businesses a range of abilities and advantages. Below are some of the top ",{"component":"Link","module":"@jelly/shared","props":{"href":"/15963-benefits-of-crm.html","pageProperties":{}},"children":"benefits of using a CRM"},"."]},{"component":"ul","children":[{"component":"li","children":[{"component":"strong","children":"Organize and maintain customer information."}," CRM software is ideal for companies that rely on up-to-date data to service their customers. This is the most basic yet essential benefit that CRM software can provide for your business — an easily accessible database of customer information."]},{"component":"li","children":[{"component":"strong","children":"Streamline and scale your sales cycle. "},"With the data you collect via your CRM system, you can streamline your sales process and cut out unnecessary steps. As the program tracks sales behavior and outcomes, you’ll see which types of communication work and which don’t. When you need to expand your sales process, a CRM solution can help with that, too."]},{"component":"li","children":[{"component":"strong","children":"Build customer relationships. "},"CRM software helps your team engage and build lasting connections with potential and existing customers. Using the data stored in your CRM, your team can track customer information and cater their interactions to meet each client’s unique needs and preferences."]},{"component":"li","children":[{"component":"strong","children":"Automate your workflows."}," CRM software automates data entry and administrative tasks, allowing your team to focus on building meaningful customer relationships. ",{"component":"Link","module":"@jelly/shared","props":{"href":"/16023-crm-workflows.html","pageProperties":{}},"children":"CRM workflow"}," automation also minimizes the potential for human error and makes your business operate more efficiently. ",{"component":"strong","children":["[Find out the ",{"component":"Link","module":"@jelly/shared","props":{"href":"/10352-machine-learning-vs-automation.html","pageProperties":{}},"children":"difference between automation and machine learning"},".]"]}]},{"component":"li","children":[{"component":"strong","children":"Forecast your sales. "},"CRM software allows you to predict future sales based on past sales data. Sales reports generated by your CRM and the insights you glean from them are valuable for companies that want to project future needs and costs."]}]}],"__typename":"ParsedContent"}}},{"type":"BestPickPropertiesPageLayoutContentSectionLayout","sectionData":{"id":"how-much-does-crm-software-cost","title":"How Much Does CRM Software Cost?","sectionTitle":"How Much Does CRM Software Cost?","content":"Most CRM software is priced on a per-user, per-month basis. Many businesses opt for annual billing to simplify the payment process and save money, as most CRM vendors reduce their monthly rates for clients who pay annually.
\nWith that in mind, these are the general subscription costs you can expect when shopping for a CRM system.
\n\n- $0: Free CRMs are worth considering for brand-new businesses and independent contractors who are getting started with this type of platform. Most free plans include a very limited set of CRM features and user accounts. Ultimately, they can be a good way to learn how to organize customer outreach and begin using modern sales tools, but they’re not a long-term solution for most businesses.
\n- $10 to $15: Inexpensive CRMs are a great option for tiny businesses with modest needs. Many providers charge only $10 to $15 per user per month for these products. Affordable systems like these don’t usually require much in-house tech support to implement the CRM. If you want a fast CRM solution with just the essential tools and minimal hassle, this price range is a great place to find one. Just make sure the storage options meet your needs, as low-cost CRM software usually has caps on the number of customer records you can store.
\n- $20 to $40: For features beyond the basics and a broader range of integrations with third-party systems, a CRM in the realm of $20 to $40 per user per month will likely meet your needs. The majority of CRM software we reviewed falls into this price range because they’re designed to meet the needs of small and medium-sized businesses. As you consider platforms at this cost, check for limitations on the number of supported users and storage caps that could force you to upgrade to higher-priced plans.
\n- $50 to $75: CRM software that costs between $50 and $75 per user per month is typically intended for large businesses. Such solutions often include options to integrate with legacy systems and allow greater customization than less expensive CRM software. As powerful as they are, systems like these are not necessary for most small businesses.
\n- $250 or more: The most high-end CRM systems and their vendors often provide extensive training, customization and implementation services with the software. Another reason for the steep cost of these solutions is that they usually aren’t cloud-based services. Instead, they are hosted locally, which is helpful for organizations with unique security needs.
\n
\nCRM providers usually break down their services into packages that vary in features and costs. For example, a vendor may have multiple plans that range in price from $20 to $40 per user per month based on the tools included. Beyond this monthly subscription cost, there may be fees for additional users, more records, implementation, custom onboarding and phone support. Some vendors also offer add-on services (like Pipedrive’s lead-boosting tool) that, while appealing and valuable, can increase your expenses.
\n\n","parsedContent":{"json":[{"component":"p","children":"Most CRM software is priced on a per-user, per-month basis. Many businesses opt for annual billing to simplify the payment process and save money, as most CRM vendors reduce their monthly rates for clients who pay annually."},{"component":"p","children":"With that in mind, these are the general subscription costs you can expect when shopping for a CRM system."},{"component":"ul","children":[{"component":"li","children":[{"component":"strong","children":"$0:"}," Free CRMs are worth considering for brand-new businesses and independent contractors who are getting started with this type of platform. Most free plans include a very limited set of CRM features and user accounts. Ultimately, they can be a good way to learn how to organize customer outreach and begin using modern sales tools, but they’re not a long-term solution for most businesses."]},{"component":"li","children":[{"component":"strong","children":"$10 to $15: "},"Inexpensive CRMs are a great option for tiny businesses with modest needs. Many providers charge only $10 to $15 per user per month for these products. Affordable systems like these don’t usually require much in-house tech support to ",{"component":"Link","module":"@jelly/shared","props":{"href":"https://vaylees.com/15956-crm-implementation-steps.html","pageProperties":{}},"children":"implement the CRM"},". If you want a fast CRM solution with just the essential tools and minimal hassle, this price range is a great place to find one. Just make sure the storage options meet your needs, as low-cost CRM software usually has caps on the number of customer records you can store."]},{"component":"li","children":[{"component":"strong","children":"$20 to $40: "},"For features beyond the basics and a broader range of integrations with third-party systems, a CRM in the realm of $20 to $40 per user per month will likely meet your needs. The majority of CRM software we reviewed falls into this price range because they’re designed to meet the needs of small and medium-sized businesses. As you consider platforms at this cost, check for limitations on the number of supported users and storage caps that could force you to upgrade to higher-priced plans."]},{"component":"li","children":[{"component":"strong","children":"$50 to $75: "},"CRM software that costs between $50 and $75 per user per month is typically intended for large businesses. Such solutions often include options to integrate with legacy systems and allow greater customization than less expensive CRM software. As powerful as they are, systems like these are not necessary for most small businesses."]},{"component":"li","children":[{"component":"strong","children":"$250 or more: "},"The most high-end CRM systems and their vendors often provide extensive training, customization and implementation services with the software. Another reason for the steep cost of these solutions is that they usually aren’t cloud-based services. Instead, they are hosted locally, which is helpful for organizations with unique security needs."]}]},{"component":"p","children":"CRM providers usually break down their services into packages that vary in features and costs. For example, a vendor may have multiple plans that range in price from $20 to $40 per user per month based on the tools included. Beyond this monthly subscription cost, there may be fees for additional users, more records, implementation, custom onboarding and phone support. Some vendors also offer add-on services (like Pipedrive’s lead-boosting tool) that, while appealing and valuable, can increase your expenses."},{"component":"TipBox","module":"@jelly/shared","props":{"type":"did_you_know","header":"Did You Know?","content":" Most CRM services offer free trial periods for new customers, so you can test-drive the system of your choice without the risk of sinking money into a product that ultimately doesn’t work for you.","button":null,"pageProperties":{}}}],"__typename":"ParsedContent"}}},{"type":"BestPickPropertiesPageLayoutContentSectionLayout","sectionData":{"id":"how-to-choose-crm-software","title":"How to Choose CRM Software","sectionTitle":"How to Choose CRM Software","content":"Not all CRM software is created equal. The steps below will help you choose a CRM system that suits your business and integrates seamlessly into your existing workflow.
\n1. Set a budget.
\nCRM costs range from free to upward of $1,000 per month, so it’s best to set your budget before you start shopping. Consider how much you can realistically afford to spend each month for this continuing service. As you search the market, eliminating CRM software outside your price range will help you narrow down your options before you drill down into feature sets and service plans.
\n2. Make a feature list.
\nThe number of tools and functions in even the most basic CRM system can be overwhelming. For clarity, list the CRM features you must have and those that would be nice to have but aren’t crucial. This is a good time to survey employees in your company who will use the CRM. They may recommend features you hadn’t thought of or cross off ones you thought they would need.
\n3. Gather referrals from businesses like yours.
\nIn a crowded sales technology market, choosing the right CRM can be daunting. Recommendations from people who understand the needs of your industry from the inside are invaluable. If you don’t personally know anyone who can give you a referral, reading user testimonials on sites like TrustRadius can be helpful.
\n4. Assess the current market.
\nThe CRM space changes rapidly as technology evolves, so high-profile solutions you’ve heard of in the past may no longer be the best choice. Small business advice websites like Business News Daily and trade publications are the best way to see what’s currently popular and what’s not. Look for recommendation guides like this one that can point you to the best products.
\n5. Test your top choices.
\nAt this point, you should be able to narrow down the list of possibilities based on your budget, desired features, referrals and testimonials, and professional recommendations. You’ll have a sense of which CRM software has the most potential, so take each one of the remaining contenders for a test drive.
\nMost providers offer free trials, so try as many programs as your team is interested in before spending money on a permanent solution. Vendor sales reps are usually eager to answer any questions you have or show you a demo of their product, but remember that it’s their job to present their CRM in the best light possible. Using the software yourself is the best way to see if the performance matches the hype.
\n6. Make your decision.
\nOnce you’ve done your due diligence, it’s time to make a final selection. Which CRM checked all your boxes and performed best under testing? It may take a while to arrive at this answer, but it’s time well spent on such an important investment.
\n