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Top 3 CRM Software for 2018

Posted by: | Posted on: January 18, 2018

Software Advice has helped thousands of companies choose the right CRM software to better manage and monetize their customer relationships. How?

Read more: Top 4 Loan Servicing Sofware 

Infusionsoft CRM Software

Infusionsoft CRM Software

Infusionsoft is a cloud-based marketing and sales solution that offers customer relationship man agement (CRM), marketing automation and e-commerce functionality in a suite that helps small businesses in diverse industries offer sales volumes and sales. Customer service experiences.

Users can segment their contacts, track interactions with customers, send emails, run campaigns and set triggers for personalized communications based on email openings, clicks and more. Users can also manage their e-commerce, from inventory management to payments and fulfillment of purchases, set up shopping carts online, follow the activity in their digital storefront, send budgets, invoices and receipts.

Infusionsoft’s reporting and analysis tools help users perform analysis on parameters such as email, campaign performance, sales and revenue projections to track the ROI of their sales and marketing activities. Users can also access Infusionsoft remotely on their smartphones and tablets with Android and iOS. Offers integration with applications such as QuickBooks, SalesForce, Outlook and Gmail.

The services are offered by monthly subscription and include support by phone, email and frequently asked questions.

HubSpot CRM Software

HubSpot CRM SoftwareWith its cloud-based customer relationship management platform, HubSpot helps companies of all sizes track and consolidate leads and analyze business metrics. HubSpot is suitable for any B2B or B2C company in a variety of segments, including accounting, construction, retail, real estate and more.

HubSpot offers a visual dashboard with a real-time view of the entire sales funnel. Users can track the customer’s interactions automatically through email, social networks or phone calls and each interaction is stored in a timeline organized by the potential customer.

HubSpot allows users to create and manage email templates and track how well those emails are working. The solution can also send notifications in real time for events such as when a contact opens an email or downloads an attachment.

ProsperWorks CRM Software

ProsperWorks CRM SoftwareProsperWorks is a cloud-based customer relationship management tool that offers users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate.

The ProsperWorks solution includes email integration, opportunity management and tracking of potential customers among its features. The customer’s data is automatically saved and the system searches independently online to find relevant data. Each file sent by email is immediately stored in a contact’s portfolio, and the system makes a profile of each interaction so that users know how recently they have contacted each customer.

Past and future calendar events, such as meetings and calls, are recorded within the program, and the software also suggests possible contacts to make based on previous correspondence. Through the integration of the program’s email, tasks are visible in Gmail, and the opportunity management function allows users to view and manage their sales channels with drag-and-drop functionality.

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