Choosing which CRM software is the most appropriate to use in your business is one of the most important and at the same time complicated decisions that you can face, since the choice takes a lot of time, especially if you are not very familiar with this type. software to manage your clients successfully. It is in this sense that there are several aspects that you should know first, which I will tell you throughout this article, such as that you can choose a Free CRM and open source without having to pay anything, among others.
Fortunately, there are many decent alternatives on the market to consider, and so that you can choose the best one that suits the needs of your company. At the end of this post I will share with you a list of those most popular, with the best reputation and acceptance in the business world.
Before, do you know what a CRM is?
Its acronym in English means «Customer Relationship Management », which translated into Spanish is "Customer relationship management" and in simple words we will say that it is a tool that helps companies to have a better organization and access to customer data.
What is a CRM for?
Its use will depend on the sector in which you work and the objective you want to achieve with this type of tool. But at a general level it allows you manage relationships with your customers, we talk about organizing meetings, calls, emails, marketing campaigns, managing sales, budgets, data, accounting, billing, reports, customer service and much more. In short, a CRM improves your productivity and the sales of your company considerably.
What to look for in a CRM?
There are many variables that you must take into account in the first place, such as knowing the size of your company, how many employees you have, number of clients, the type of business, sales cycle, what aspects to seek to improve in your sales, and so on.
However, it is essential that a CRM:
- Be accessible. If your CRM is online, you can access it from any device and anywhere, allowing you to manage everything in real time.
- Be customizable. That is, you can adapt it to the processes and flows of your business.
- It adapts to the objectives and priorities of your company. This implies knowing what all the departments that will use the CRM want, for the satisfaction of all.
- It can be integrated. If your company is already using some other system, but you want to integrate a CRM, you should also consider compatibility, in order to unify it and have an all in one.
- Be easy to use. It must have an intuitive interface for the end user.
Above all, the most important thing is that you involve your team from the first moment in decision-making, always considering looking for a CRM demo or free trials, so that all members can try it and see if it meets their needs.
Free CRM you must try ...
Here is a list of various free and open source CRMs available in the market, which will help you choose the best CRM suitable for your organization.
- hubspot crm
- AgileCRM
- CRM Suite
- Zoho CRM
- Freshsales
- SugarCRM
- CRM Apptivo
- Bitrix24
- CRM capsule
- vtiger CRM
- Really Simple Systems CRM
- Odoo software
Now that you know what a CRM is and what it is for, it is time to choose the right one for your company. Do not forget to involve your entire team in this decision, I am sure you will find a decent CRM software that will help your business grow faster.
If you have already used any of the aforementioned or want to recommend another CRM, do not hesitate to share it with us in the comments 😉