CRM Review For New Business Owner
At some point, new business needs to evaluate and identify need for CRM/Marketing/Sales tools. I’ve been going over some CRM solutions and have some feedback on some of the platforms. Here are some thoughts:
Zoho – Web-based with a mobile app making it easy to work while on the move. The platform is easy to use, can be customizable, and for a new business, is not overly expensive. You can purchase a more robust version with more capabilities as the business grows. Zone also has a great YouTube channel with support videos.
Hubspot – Web-based CRM that gives you a lot of value for the dollar. The starter level is free with an abundance of features, including the ability to track opens on emails you send. You can also easily track customer deals and set up the following tasks, which integrate with your calendar. You can also build a calendar scheduler (similar to Calendly), all in the free version. The YouTube channel has a lot of training videos for any challenges you may have. The next level is still reasonable at $50 per month. I’m using Hubspot and still get a great deal out of the free version.
Salesforce – This is the company that started it all. It’s one of the best that will take you to the next level. It has a bundle of features in plans starting at $29 per month. Another item to consider is the excellent YouTube channel with support videos.
Pipedrive – Not bad, but you get a lot of other options with the companies listed above. I used it and found myself looking for features available in every other CRM I used. It’s not expensive, starts at $12.50 if that is a crucial factor, but you will get more out of the above options.
Verdict: ZoHo or Hubspot
They both have several features. Zoho can drill into your data and help you know what your prospects are doing and how you can interact with them to close business. The critical winning piece of Hubspot is the value with the free version, including an email tracker.