Transcript
BESTCRMFor SmallBusiness
To choose the best CRM for small businesses we looked at over 30 CRMs, and narrowed it down to three.
Based onA
CB
Together, they cover the widest range of features needed by small businesses.
Price Ease of Use Functionality Customer
Service
Best CRMFor SmallBusiness Owners
TryInsightly for FREE
We recommend Insightly because it’s flexible, easy to use, and meets the needs of most small
businesses. At $7 per month per user, it’s also one of the least expensive CRMs
Why We Chose Insightly as the Best CRM
You don’t need an IT
person to get you started.
Can beset-up and used within
minutes
Check Out Our Guide
No Extra Cost!
Integrated Project
Management
Check Out Our Guide
LimitedReporting
Notproactive withsocial media
Can’tcustomize the
layout, data entry or workflow rules
Nomarketing
automation tools
The Cons
Learn More Here
When to use Nimble, a social CRM
Easy to set-up
Best Social Media Integration
OnePlatform
To allyour sales people’saccountsLearn More Here
Visual, intuitive and fun! Helps you
plan your time
Helps you follow your leads and
tasksLearn More Here
is twice the cost of
Insightly
The Cons
NoProject
Management
At $14.99per user per
month
Learn More Here
When to use Zoho, a customizable CRM
Moreset up and
training
Case management
Custom reporting
Customerservice
Email marketing
Invoicing
andmore
Learn More Here
Or integrate other Zoho apps with a single click to get tools like project management, accounting, website visitor tracking and more.
You can build entirely custom pages from the admin panel.
Learn More Here
Insightly vs. Nimble vs. Zoho
In-Depth Review
Ease of Use
It is straightforward, with meaningful categories, and an uncluttered, clean appearance with a lot of
options.
Incredibly Intuitive Software
Highly Visual
Infographics over data
sets
Brings data to life
Learn More Here
Advanced features… …Takes
some time and training
Basic functionsare easy
Learn More Here
Pricingfor the Best CRM for
Small Business
$7per user per
month
$15per user per
month
$20per user per
month
Full comparison table here
Key Features
Strong core/basic featuresTrack
opportunities
All-in-one system
Convert leads into projects
Learn More Here
All your email and social media in
one place
Recommends Who you want to contact
Nimble gives you a 3600 viewof all of your connections.
Learn More Here
The more feature
rich option High level, sophisticated reportingGreat for
larger businesses and senior
management
Learn More Here
Integrations
Insightly offers deep integration with all things Google. Evernote, MailChimp, Quickbooks, and Office 365 integrations are also available.
Insightly strips out advanced integration in favor of simplicity.
Learn More Here
…And around 50
other products
Integrates with Google
Contacts, Quickbooks, Mailchimp…
Access to all social
media platforms Social Media
lies at the center
Learn More Here
Project Management,
Customer Service,
Business Email, etc.
Integrationswith a wide variety of
applications
Whole other products
that integrate with each other
Check Out Our Guide
Support
OnlineSupport
TicketBased
Live Chat
No Phone Support
You can access Insightly
University
Check Out Our Guide
Certified support technicians Webinars In-person
helpNo Phone Support
Help?
Check Out Our Guide
24/7Phone
Support
Demo Videos
24/7Email
Support
Bad Support Quality
Check Out Our Guide
Mobile App
Limited Access
Update tasks, manage
opportunities and
contacts
No reports, No calendar, No pipeline
editing
(IOS and Android)
Learn More Here
Edit contacts and tasks
LimitedMobile
App
Not enough
for the traveling
salesperson
(IOS and Android)
Learn More Here
Strong Mobile
Solution
Contacts, Accounts Potentials,
Leads, Tasks, Events
(IOS and Android)
Learn More Here
Conclusion
Insightly offers the best CRM for small businesses. A
simple, straightforward system to help you track
your sales process.
Small business owners are using CRM for its
core features.
See the full article
here
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