Business Tidbit from Kopf Consulting

Customer relationship management (CRM) software can be a game-changer for small business entrepreneurs looking to streamline their sales and marketing efforts. With the right CRM, you can manage your leads, track your deals, and keep your customer data organized and accessible.

While I am partial to Keap, ActiveCampaign, and Ontraport, the CRMs below were voted the most popular by small business owners according by various outlets.

Disclaimer: To be clear, the right CRM is what will meet the needs for your business, not today, but for the future. Transferring between CRMs can be time consuming and costly. Choose one for where you realistically want to be, not based on what your industry adversary is using, what your coach uses, or even what is recommended here.

  1. HubSpot CRM

HubSpot CRM is a powerful and easy-to-use platform that is perfect for entrepreneurs building out their tech stack. It offers a range of features that can help you manage your sales and marketing efforts, including lead tracking, deal management, and email marketing. While HubSpot CRM has a free option, to have the full CRM experience – you will need the Marketing Hub and (if you track opportunities) the Sales Hub. HubSpot CRM also offers a mobile app, which means you can access your customer data and track your deals on the go.

  1. Zoho CRM

Zoho CRM is another popular choice. It also offers a decent assortment of features, including lead management, sales automation, and customer analytics. Like HubSpot, Zoho CRM has a free plan with essential features; however, depending on your needs – the paid plans may be more sufficient. One of the standout features with a paid plan is the ability to customization options. You can create custom fields, modules, and workflows to fit your business’s unique needs. Zoho CRM also integrates with a range of third-party apps, including Google Apps, Mailchimp, and QuickBooks.

  1. Salesforce CRM

Salesforce CRM is a well-known and widely used platform that is suitable for small businesses as well as larger enterprises. Some of the popular features that attract businesses to Salesforce are its revolutionary buildouts for lead management, contact management, and sales forecasting.The possibilities of this robust system are endless, making it the Rolls Royce in the CRM industry and the choice of most Fortune 500 companies. For that reason, Salesforce stands in a class of its own, with only Keap Max Classic to rival it (and even it falls short when it comes to the integrated customer support system).

When choosing a CRM, keep these three things in mind: Cost/Plan Options (ensuring you can grow within the same system), features (SMS Marketing, Landing Pages, Shopping Cart, Membership, etc), and integration abilities. Not all CRMs are created equal. If you need help choosing the right CRM for you, grab a time and we can discuss it together.

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