Customers are the backbone of every organization and brand and help grow businesses by buying their products. Organizations put more focus on their clients and customers to manage them effectively. Industries try to satisfy their customers in the best and most reliable way and communicate with them to convince them of multiple products.
Nowadays, every organization or brand cannot deal with clients or customers individually. They need Customer Relationship Systems to perform all the tasks automatically. This system automates the workflow and efficiently manages all the given tasks. Users can record their clients’ data in detailed information, such as name, contact, etc.
Marketers can improve their relationships with their customers systematically. It allows them to categorize customers and reach them separately on specific products. It enables users to monitor customers’ activity on their products or their thoughts about the company. It will help companies and organizations to understand what their customers want.
This platform tracks contacts and sends notifications via SMS or emails of upcoming events. It helps businesses grow and increase their following by communicating and convincing their audience about their products. These systems are helpful for all kinds of industries and companies. Here are some of the Best Customer Management Software on the list:
- Freshsales
- HubSpot
- Zoho
- Zendesk Sell
- Salesforce
- Apptivo
- Creatio
Freshsales
Freshsales is a customer management system that enables companies to create and monitor sales activities. It is designed to help businesses manage leads, client relationships, customer engagement, etc. It lets enterprises define custom rules to automate leads assignment and run marketing campaigns to engage with the target audience.
Organizations can easily manage their clients’ data and categorize contacts and data using custom criteria, assigning leads to teams based on skills and tasks. This platform is helpful for small, mid-size, and large enterprises. It offers 24/7 live support via email, SMS, phone, forum, etc. It is highly compatible with leading platforms like Web, Android, and iOS. It offers a free trial, and the subscription price starts at 15 US Dollars per user per month.
Key Features
- Lead Management
- Live Chat
- Multi-Currency
- Call List Management
Pros
- Email Marketing
- Drag & Drop
- Customizable Reports
- Task Management
Cons
- Reporting System Not Effective
HubSpot
HubSpot is one of the best customer management systems in the industry that is designed to help organizations to build strong and valuable relationships with their clients and customers. It tracks customers’ detail from email, across social media, or on a call. It allows users to run multiple campaigns and manage them effectively.
It automatically creates company records and associate contacts and handles information that teams shouldn’t be distracted by. It lets users collaborate and add team members to a project by giving them multiple tasks to perform. It allows integration with third-party tools like Gmail, Google Calendar, Apple Mail, Google Drive, and Outlook for Windows.
Key Features
- Task Management
- Third-Party Integrations
- Lead Segmentation
- Email Tracking
Pros
- Email Templates
- Social Media Integration
- Workflow Management
- Free Plan
Cons
- Complex Customization
Zoho
Zoho is a web-based customer management platform that allows organizations to take control of their business processes to build long-lasting relationships with their customers. It provides in-depth analytic reports and allows users to sync and integrate with Zoho data to gain better insights. It is suitable for companies of all types and sizes.
This platform has process management for building and automating your sales process. It provides in-depth analytics for sales success and offers portals for customers, vendors, and partners. It identifies marketing campaigns with the highest ROI. Users can personalize purchase stages and actions of customers’ journeys. It offers a free trial and has a subscription plan that starts from 20 US Dollars per user per month.
Key Features
- Social Media Monitoring
- Real-Time Reporting
- Sales Analytics
- Marketing Automation
Pros
- Opportunity Management
- Email Alerts
- Free Plan
- Data Visualization
Cons
- User Interface Not Effective
Zendesk Sell
Zendesk Sell is a well-known and efficient customer management software that helps businesses understand what their customers want by providing them with all the necessary data and reports. Its intelligent out-of-the-box reports and automated in-depth insights allow sales leaders to individualize coaching. This platform comes up with customizable and editable list reports.
It automates data analysis and prescriptive insights for sales acceleration. It offers automated routing and manages multiple campaigns. It tracks email, improves email marketing, and offers different email templates. It has many presentation tools to lead the sales team and provides collaboration in real-time. It offers a free trial with limited options, and pricing starts from 19 US Dollars per month.
Key Features
- Activity Tracking
- Web-Based Deployment
- Self Service Portal
- Performance Management
Pros
- Real-Time Notifications
- Predictive Analytics
- Marketing Automation
- Document Storage
Cons
- No Free Plan
Salesforce
Salesforce is a cloud-based customer management software that allows users to grow their businesses by building strong relationships with their clients and customers. It will enable organizations and brands to track customers’ activities on their products and understand their customers’ needs more efficiently.
It provides users with deep insights to make smarter decisions for business growth. It super-charges sales by delivering excellent services and offers collaboration across users’ global organizations. It is accessible on the Web, Android, and iOS and is helpful for industries of types and sizes, from small to large enterprises. It offers a free trial with limited features and options and charges 25 US Dollars for five users per month for the Basic plan.
Key Features
- Commission Management
- Configurable Workflow
- Engagement Tracking
- Financial Management
Pros
- Customer History
- Knowledge Management
- Lead Generation
- Shipping Management
Cons
- No Free Plan
- Automation Not Effective
Apptivo
Apptivo is a robust customer management system for sales and marketing automation that helps businesses to increase their sales through lead management, customer engagement, flexible workflow, etc. This platform is suitable for organizations of all types and sizes. It is highly compatible with the Web, iOS, and Android.
Users can easily track and monitor customers’ activity to know about their interest in the brand. Users can customize dashboard options and analytic reports as they want. This software includes apps that help in all business areas like help desk, invoicing, project management, procurement, and more. It allows users to import and export data. Users can see their customers’ history and detailed information about each customer.
Key Features
- Communication Management
- Lead Qualification
- Marketing Automation
- Role-Based Permissions
Pros
- Task Management
- Third-Party Integration
- Email Templates
- Cost-Effective Plan
Cons
- Difficult Customization
Creatio
Creatio customer management software helps businesses and organizations automate workflow with no code and maximum freedom. This platform provides a marketplace of ready-to-go solutions, templates for various use cases, and connectors. It provides an out-of-the-box process to increase products sale.
It offers an end-to-end platform to automate workflows and provides a complete view of customers’ journeys. It enhances customer and employee experience and boosts efficiency across all business units. It supports training through in-person documentation, videos, live online, and webinars. It offers the best customer support through live chat, email, phone, forum, etc.
Key Features
- Lead Management
- Campaign Management
- Task Management
- Email Tracking
Pros
- Email Templates
- Marketing Automation
- Workflow Management
- Third-Party Integration
Cons
- Pricey Plans
- No Free Plan
Conclusion
In this article, The Role of CRS (customer relationship system) in digital marketing is described along with detailed information. Therefore, the best customer management software systems are included with their features, pros, and cons. It will help users find the most suitable and optimum option for their individual and professional needs.
