When choosing the best CRM online, you have to consider a number of factors, including the functionality and price. There are many options, but here's a list of the most popular. These are Nutshell and Capsule.
Nutshell
Nutshell is a cloud CRM that allows businesses to keep track of their contacts, emails, calls and more. Users can access their data from any computer or mobile device. It can also sync with Google Calendar to make it easy to see important dates or deadlines. Additionally, users can assign roles and tasks to their team members. It is a great tool for large companies with many employees.
This CRM is especially useful for companies focusing on sales and customer service. It offers sales managers a wide variety of customizations and tools that are designed to keep them up to date and motivated. It provides robust reporting functionality right out of the box, no storage limits and flexible scaling to grow with your business.
Insightly
Insightly, an online CRM that is user-friendly, allows you to create customized dashboards to display the most important information. You can create custom views to show tasks, opportunities and leads. These views can be shared with other users for easy sharing. There are four already-defined dashboards. However, you can create more as required.
Insightly offers a simple interface and good project management features. It also has advanced features like automated workflows, custom objects, and more. You can also create custom dashboards and multiple sales pipelines. Insightly may not be the right tool for every company. Although it provides many useful features for small businesses its biggest drawback is its poor customer support. Although you can get assistance through email, the customer support is not that helpful. It doesn't have a phone number so it is not ideal for businesses that are in need of a live operator.
Capsule
Capsule CRM is a cost-effective and easy solution that can be used by small to medium-sized business. It allows users create and manage contact list, customer segmentation, as well as opportunities. It integrates with a large number of applications, including Mailchimp as well as Microsoft 365. It has helped Liquona video production agency transform its business operations.
The dashboard is simple to use and clear. It is divided into five modules: the home module shows the status of your business, pending tasks, sales forecasting, and recently added contacts. These details can be filtered using the search box.
EngageBay
EngageBay helps you build stronger relationships with your customers, and to monitor your sales pipeline. The platform is easy-to-use and has features like automatic data entry and reports. The platform also features a visual deal pipeline that allows you to view the status of all your deals.
EngageBay is not only a CRM provider, but also provides a wide range of business apps which simplify business operations. For example, you can use the live chat button to quickly respond to customer inquiries and increase conversion rates. Other features include tracking customer navigation paths and real-time insights on the behavior of your website visitors. The system also provides complete visibility of customer issues and offers solutions in a matter of minutes.
Pipedrive
Pipedrive CRM is a great choice for marketing teams as it tracks leads from source to close. The software also has a sales process, so that your sales team can track the lead's progress as well as give more information to customers. It's easy to use even for complete beginners thanks to its simple design. Pipedrive has an online community, where users can chat. You can also use the Knowledge Base for information about the most popular features of the software.
Pipedrive gives you insights into your business and lets you create tasks that suit your needs. It allows you to set up meetings and calls. Additionally, it provides sales reporting that will help you see your key performance indicators. You can even assign tasks to team members.