4. Pipedrive
A tool like Pipedrive is great for businesses that want to support their sales team. This tool focuses on sales-related templates and features and also has integrations that let you work with other tools. You can expand its functionalities if you need to and help other teams use it as well. – Syed Balkhi, WPBeginner
5. Superhuman
An easy hack is to have an email client like Superhuman where you can send a message back to yourself in the future. When I learn something about someone, I put it in the email thread and set the email to come back to me at the right time. Then, I include that information in our next conversation. This makes people feel valued and is an effective way to build positive relationships. – Cody Candee, Bounce
6. Airtable
Airtable has been invaluable for us. It is super user-friendly and customizable, which has helped enhance our relationships with our clients. – Zach Binder, Bell + Ivy
7. Freshworks CRM
The software Freshworks CRM can be especially beneficial. You can convert web visitors to leads with AI chatbots, create customized reports, as well as some of the basic stuff like making calls and sending emails. It also comes with automation features as well. – Andrew Schrage, Money Crashers Personal Finance
8. Streak
Streak sits in your inbox and automates a lot of manual workflow, integrates with other tools and provides a robust experience all around. We’ve been using it for years and love it. – Terry Tateossian, Socialfix Media
9. SugarCRM
Lately, I’ve been enjoying SugarCRM simply for its seamless mobile-desktop UIs. In a few seconds, I can pull up prospect details on my phone and access them whenever I need, whether I have a data connection or I’m offline on the subway. Simply being able to retrieve and edit key information so quickly is a massive benefit to SugarCRM. – Amine Rahal, IronMonk Solutions
10. Less Annoying CRM
I really liked using Less Annoying CRM. Not only is there some humor in the name, but it’s also a pretty good product. It’s mostly for small businesses, but the features available gave us the freedom to automate responses and build rapport with our audience. The only drawback is you may have to shift to a more powerful program once you scale up. – John Brackett, Smash Balloon LLC
11. HubSpot
HubSpot is more than an enterprise software company; it’s a place for free education in all aspects of inbound marketing, sales and customer service. You don’t just get a CRM that helps you keep in touch with your customers and prospects; it teaches you how to keep in touch. Very few marketing software are good at helping users gain actual business benefits from their apps. – Samuel Thimothy, OneIMS
12. Microsoft Dynamics 365
Microsoft Dynamics 365 is a great tool for meaningful and personal engagement. Its integrations with other Microsoft products like Office 365 and Outlook are good bonuses, but its main selling point for us is its LinkedIn Sales Navigator integration. Combining Dynamics 365 with your LinkedIn account really lets you harness the full potential of LinkedIn for higher volume clients. – Jordan Conrad, Writing Explained
13. monday.com CRM
The monday.com CRM platform has a full suite of tools that help us manage our pipeline, onboard new customers and communicate with existing customers. The CRM dashboard is useful for connecting our sales team with a central place to share documents, customer contacts and workflows. These seamless tools help us focus on building relationships with our customers instead of fighting with software. – Shaun Conrad, Guitar Repair Bench Online Lessons
14. WhatsApp
We’ve found that when we communicate with our customers through WhatsApp, we can build a personal relationship with them and get feedback instantly at any time of day. We realized that our customers are already communicating with their friends through this channel. If we want to build a personal relationship with our early adopters, we have to be where their friends are. – Tunde Alao, YSplit
15. Insightly
We use Insightly for our organization. It’s robust and has the capability to manage prospects as well as clients, opportunities and the sales pipeline. Whichever CRM you use depends on your goals, but do use a CRM. So often I see opportunities lost because prospects slipped through the cracks without follow-up, and the only way to remember to follow up in this busy world is through a CRM. – Jean Ginzburg, JeanGinzburg.com
