Codex

CRM

Customer relationship management software can keep track of your current and prospective clients while streamlining processes and interactions.

Customer relationship management software is key to helping keep track of your clients and what their interests are. A CRM platform helps to maintain a history of relationships and statuses with all your potential and past customers.

CRM software generally comes bundled with several additional tools that all add additional value to the platform of choice. This includes toolsets like automation, email campaigns, lists, reporting, sales enablement tools and tons more.

There are many options when it comes to CRM tools and software. A few notable services are:

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  • HubSpot
  • Salesforce
  • Marketo (Adobe)
  • Zoho
  • MailChimp
  • SugarCRM
  • SharpSpring
  • Active Campaign
  • Really Simple Systems
  • NetSuite
  • Keep
  • Insightly
  • ZenDesk
  • and 100's more

Which CRM should I choose?

Finding and selecting the right CRM for your business can feel like a tedious process, especially if you don't know where to start. Luckily, there are many ways to approach such a large task and it starts with considering your current needs and plans for the future.

Longevity

While it's possible to switch your CRM platform in the future, doing so can cause a lot of repeated work and can be a large undertaking. Platform features may be different and some of your work may need to be rebuilt in the new system. Consider doing additional research now, so that you can plan to stay in the platform for the longterm and save yourself the hassle of moving later.

Current Needs

Your current needs may be less than you think. Be sure to take the time and plan out which features are the biggest help to your business now. Most of the time the need to move into a software CRM solution is due to a pain point like the need to track leads. While a cool feature you heard of may be on your wish list, it's likely not crucial for your day to day now.

Price

Knowing what kind of budget you have to work with can help you narrow your selection faster. If you're already using other software you may be able to save money by moving into your new CRM that provides a similar service to what you are already paying for. If this is a new purchase, most platforms provide free or entry level tiers for startup or small businesses allowing you to grow into the platform as your needs change.

Contact List

Part of the pricing structure for CRM platforms is based on your amount of contacts. Consider breaking down how many contacts you currently manage in your existing email platform and what your future subscriber rate may look like when deciding how many contacts you'll need.

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