Which crm system to choose. CRM systems for small businesses - an overview of the best free solutions
For business entities that work directly with clients, it is very important to increase the buying audience and the effectiveness of trading, using new developments of computer programmers. Marketing, sales organization and customer relationship management modern business is carried out using the service of online platforms - CRM systems (abbreviation from English. Customer Relationship Management). The essence of CRM systems is in specialized software, which was developed for automated control and analysis of the information received, the process of the activities of managers and customer services. Consider which CRM is better for sales and industry flagships (the most popular CRM systems), which are appreciated by both Internet marketing professionals and ordinary users.
Rating of the best CRM systems
In this section, we provide a list of the top most popular CRMs in Russia by rating:"Megaplan"
The system is designed for small and medium businesses. With the help of Megaplan, you can effectively optimize work with your client base, manage projects, set and solve tasks for employees in organizing trading. Behind the extremely simple interface lies the vastness of the functionality, which makes it possible to adjust it to your needs. Megaplan's features are as follows:- detailed customer database
- saving the history of actions
- advanced sales management (analytical reports, trading chain tracking, planning and management of multi-stage sales)
- internal management - time control, productivity analysis, setting goals for staff
- 1C integration
- interaction with email services and IP-telephony.
Terrasoft
The leader in the publication of the report Forester Wave ™ "CRM Suite for Middle size Organizations" Terrasoft offered for medium and small businesses innovation system with the name bpm'on-line, which has been developed so far only in the English version. The platform is suitable for traders who are ready to invest serious capital in the local IT infrastructure. The software is compatible with 1C databases."Simple Business"
The project is designed to manage office staff, trends, finances. The capabilities of the PB system are as follows:- office work management, planning using case calendars, graphs, charts, task manager
- accounting of business documentation, maintaining a database of clients, saving history
- classic template workflow
- warehouse management
- time management - management of both office staff and remote employees
- bookkeeping
- built-in communications, email messengers, internal chat
- support for IP telephony.
StorVerk
StorVerk CRM software is built on the 1C platform. The system is now not only smart, but also much more convenient, responding to a number of market trends. Its functionality is:- end-to-end marketing analysis
- tools to reduce losses and increase income
- online chat with clients, chat consultant, receiving calls and online requests
- accounting for customer requests
- email newsletters, call tracking.
Microsoft Dynamics
In 2016, MD CRM entered the market of trading services. This is a suite of customer interaction software from Microsoft, the functionality of which is focused on marketing and sales management. You can also provide support services in this system. Thanks to a naturally familiar interface and the ability to limit the set of functions, staff training costs are reduced. The toolkit can be adjusted to the appropriate level of the company.Bitrix24
In 2017, Bitrix24 was recognized as the best CRM. This corporate portal has an internal social network. Inside the enterprise, colleagues can communicate with each other, setting and solving tasks, plan work time, keep records, and automate business processes embedded in the software. Bitrix24 has the ability to upload 1C reports. Companies that implement Bitrix24 and 1C in their workflow are able to quickly carry out standard revisions of data on financial transactions. The system is supplemented with a mobile application, which allows you to access the functionality from any country in the world. Versions of the software product - Alone Stand and SaaS.1С:CRM
The main direction of 1C: CRM is the automation of client relationships and office work processes. With the help of this system, companies organize work in their service, sales, and marketing departments, which is the reason for its popularity in the field of trading. The system interface at first glance may seem somewhat overloaded, however, this is typical for 1C accounting schemes. In 1C:CRM, you can implement marketing analytics through the paid CoMagic service.ELMA BPM
This CRM with management functions: document circulation, business processes, indicators, projects, client base. When using the built-in module "Integration 1C", compatibility with the system versions of "1 C: Enterprise" series 8.0 is ensured.Bpm'online sales
This system was developed to control sales cycles in full for: analysis of needs, conclusion of contracts, fulfillment of obligations, control of financial flows. The capabilities of the Bpm online sales CRM system are as follows:- internal communication management - personnel management, document control, corporate communication
- integration with CIP-telephony
- unified contact base for counterparty-client, segmentation, automatic history
- monitoring of business processes - forecasts and sales starts, creation of own trading tactics.
SAP
The platform was created to conduct business processes in in electronic format. A holistic information environment allows you to manage internal communications with staff, create your own customer relationship management strategies. This level of software is many times more expensive than domestic CRM, there are also difficulties in integrating with 1C. Main functionality:- tariff policy analysis
- ensuring the correctness of the document flow
- convenient setting of marketing tools
- creation of a history of transactions with the preservation of complete information on finances and partners
- keeping databases up to date
- automation of processes and reporting on completed cases
- simplification of documentation preparation and Internet distribution.
ASoft
The main direction of the system is the solution of trader's tasks in marketing. Industry versions have also been developed for logistics companies, financial institutions, realtors. All versions are available to IT professionals in SaaS.AMO
In AmoCRM, the user can independently customize the toolkit, adapting it to the specific needs of their organization. In this regard, it is the best free CRM program with the following features:- deal planning, project creation, task setting
- automatic systematization of customer base data with the preservation of history
- integration with PBX and mail services
- trading analytics (charts, charts, forecasts).
What are the best CRM systems for business and sales in Russia for free
Even the best free CRMs for sales have only basic functionality, but it will be sufficient for running a small business.TCU Trading
A feature of this absolutely free CRM for PC is the modular creation of a user interface with a set of necessary functions. The default functionality involves visualizing reports, working with document templates, maintaining a database of customers, their geographic localization, and types of goods.vDesk24
This free CRM has a built-in task manager and chat from Aspro. Nice design and intuitive usability will surprise inexperienced users. However, vDesk24 is only free for five people, if you need more, then you will have to pay 1300 rubles.flowlu
This is the best CRM system free of charge involves the integrated management of sales processes and finances. Here you can communicate with partners online, be constantly aware of business news and quickly find the information you need. All the tools are in one place - the user can contact several clients in one window without switching between accounts.KB
Deciphering the abbreviation - customer base. Its difference is in the simplicity of the functionality: reports, tasks, invoices, requests. There are also directories, which is why this system is sometimes positioned as the best CPM to sell for free. The program is now popular in online stores. The design is well thought out in terms of button placement. KB is free only for ten users, over - 440 rubles. for everyone. Today, the varieties of CRM are so extensive that it is not possible to cover anything better with a list of one rating. This review includes only those platforms that are more familiar to users than others, and the order of their ranking is made according to the assessment of the quality of the implementation of tasks and the convenience of the functionality. We hope this review will be useful for you in making a decision in choosing.Dear friends! We are glad to bring to your attention a guest post by PinALL, whose activities are focused on the implementation and support of CRM systems. In order to help entrepreneurs systematize their business processes, the company introduced the Meat Grinder project to the market - a comparative overview of the most common products, their capabilities and limitations.
History of the project
PinALL has existed since 2011 and is implementing CRM systems.
In our line there are both brands for great customer expertise, for example, Terrasoft, which is in the TOP-20 of world solutions, as well as more budget options - Bitrix24, amoCRM, Megaplan, ASoft. In general, the range of solutions offered by us covers almost the entire scope of customer needs.
Practice has revealed that it is very difficult to choose a CRM system on your own, and in order to help companies somehow understand this issue, the Meat Grinder project was created. After activating the demo version of the products, together with the customers, we compare the solutions with each other, discuss how this or that functionality differs, and give specific advice and recommendations on choosing the system in accordance with the request.
Comparison of CRM-systems within the framework of the project "Meat Grinder"
Among the most popular products today, one can single out the company 1C-Bitrix24: at the moment we have already implemented more than 600 portals - we take the first place among them as partners. This is a good budget solution, which is most often suitable for B2B-class clients, less often for B2C companies, in the basic version.
The main feature of Bitrix24 is the so-called "Live Stream" function, where you can post any message and send it to certain employees, which greatly reduces internal correspondence. Initially, it was a corporate portal, where a CRM module was later added: today in Russia about 500,000 portals in the cloud have been created on it.
Corporate portal and "Live feed" Bitrix24
In Bitrix, the issue of lead processing is pretty well honed. The site interacts with the system in two scenarios: both in the form of an order from an online store with Site Management (1C-Bitrix solution for websites), which immediately gets into deals (classic eCommerce format), and in the form of receiving leads in Bitrix24 from web forms (the regular functionality of Site Management, the “engine”), or in the form of email requests, for example, if you provide some services and the client needs advice.
Through the API, you can connect almost any site with leads, not only on the engine through Bitrix
Special mention should be made of pricing policy. Bitrix24 entered the cloud solutions market not so long ago, and their prices for the cloud are not based on a license, but on a portal, i.e. regardless of company size. If we take for comparison the same amoCRM, where the cost of a license for one employee is 499 rubles, then for an organization of 50 people a year you will receive 299,400. Here it is conditional 50,000 - 100,000 rubles, depending on the chosen tariff in the cloud or company).
Main selection criteria
In addition to the price, an important criterion for choosing a solution is the number of users in the system. this directly affects the licensing of the portal. The platform also matters: will it be a server solution or a cloud? For example, there are customers who are not ready to host their corporate information in the clouds, but there are fewer of them.
About 4 years ago, the prevailing opinion was that the Russian consumer, in principle, would not accept this technology, but now most of the implementations are carried out in the cloud, and not in a box. Only we have about 3-5 orders per day for cloud solutions.
The main advantage of a server license is that you pay a one-time fee for the product that becomes your property, and in the future you pay only for the renewal of technical support. In addition, many clients in the box are interested in the ability to customize the portal, modify it for themselves.
For example, a server solution from Bitrix24, which costs 200,000 rubles for 25 employees, is supplied in source codes. Megaplan's position is slightly different: even when buying a box, you do not have access to it. Set up with administrative tools - please, but there is no way to “finish” it. This is done so that the client does not break the update system, and everything works properly for him.
Bitrix24 server solution on pinall.ru
As for the SaaS vendor amoCRM, they don’t have a box in their lineup at all. Of course, they can develop a version for you on the server, but rather as an exception.
In general, both in Bitrix, Megaplan, and in Terrasoft, most often there is both a cloud and a box among the solutions, and the customer can start with the edition related to the cloud, and then go to his server. Another criterion for choosing a CRM system, in addition to the installation method and the number of employees, is its functionality. The capabilities of business processes play an important role.
For example, the capabilities of amoCRM are rather weak: within the framework of the product, very simple things are available to you - create transactions or tasks with a notification. Megaplan already has a system for setting up deals, but there is no business process design as such. In Bitrix24, you can build an unlimited number of processes, but within the limits of your license. The most expensive solution from the leader of our line, Terrasoft, bpm "online contains a huge set of standard, ready-made processes that can be used without additional configuration.
The question of analytics is of considerable importance, since in different solutions it may differ. So, bpm "online provides analytics both for leads, and for contacts, and for companies. You can link business processes to analytics that will be launched, for example, if you have not had activity with a contact for a long time or the average volume of transactions with a client becomes less than a certain amount.
The functionality of the bpm"online system
Sometimes a situation arises when the sales department needs one CRM system, the call center needs another, and so on. Of course, from the point of view of general control and manageability, this is unprofitable. Therefore, if it is possible to concentrate in one product the issues of managing all processes, from the site and the initial processing of leads to shipment and analytics by sales channels, then this solution will be ideal.
Nevertheless, a well-known practice has been formed in many companies: the site is processing a request, its main task is a call / letter from the client (or an order, if it is an online store), and then the application falls into any of the CRM systems.
For example, in the case of Bitrix24, a call generated using IP telephony is automatically converted into leads. In addition, integration with 1C often plays an important role for customers, i.e. compatibility of CRM and ERP processes.
As already mentioned, the leader in Russia is Terrasoft: they own about 16% of all implementations on the market. Popular brands also include 1C, which have both an ERP line (trade management editions, small business management, complex automation, etc.), and a 1C: CRM solution that is not presented here (about 20% of implementations).
This is followed, of course, by the Bitrix24 company - now they have more than 500,000 portals running in the CIS. Over the past few years, they have made a huge leap in terms of recognizing their decision at the national level.
Separately, it is worth noting Megaplan, almost the first to start launching CRM solutions in Russia. Initially, their product was a task manager, to which they added financial (the ability to read analytics) and CRM modules (counterparties, clients, accounts).
The leaders also include amoCRM and ASoft, which scored a good score on subscriptions to their solutions.
Current trends and the future of CRM systems
Now everything is moving towards unification, when everything is presented in one solution.
A sore point of many CRM systems is the evaluation of analytics by channels: at the moment, it is extremely difficult to get information from which channel the request was made. It would be nice if, thanks to the integration, the source of the lead was entered in the system automatically, and when contacting the client, there would be more information about it.
The second point concerns the expansion of the capabilities of mobile applications: not only viewing, but also interactive. Create leads, contacts, deals, mark something on the map, launch and accept invoices for payment - both on tablets and smartphones.
And thirdly, an increase in the need for companies in business processes. According to Bitrix24 statistics, in Russia only 18% of companies know what CRM systems are, but even they do not always have them installed. Therefore, the main task that we set for ourselves is precisely to work with those Russian companies who have not heard anything about CRM at all.
I think that by 2020 the percentage of companies using CRM systems will be at least 40%.
The global trend towards digital transformation of business is also growing in Russia. Large businesses are implementing advanced CRM and BPM systems to improve operational efficiency and speed up their own activities. Working with business processes, optimizing and automating processes is the key trend of 2020.
We have collected the TOP-5 platforms that are capable of comprehensively transforming large businesses and included them in the rating. Each solution is unique and has successful implementation cases.
Creatio
1st place ranking. The best integrated solution for the Enterprise segment. Unified low-code Creatio platform for sales, marketing and service from the domestic company Terrasoft. Creatio allows you to automate and accelerate the business processes of large companies from different industries. For medium and big business 24 ready-made industry solutions are offered (banks, oil and gas, logistics, pharmaceuticals, business support centers, etc.). Cases of successful implementation of the platform in such companies as Tatneft, Dobroflot, EVRAZ, Gazprom Neft, Sberbank confirm the high level of trust of large businesses in Creatio products. Terrasoft is developing its own Marketplace of ready-made solutions and templates to speed up platform integration.
Microsoft Dynamics
2nd place. A powerful solution for medium and large businesses with ERP elements. Integration with applications from Microsoft. Tools for managing sales, marketing and service. Creation and automation of business processes. Finished industry solutions for the financial industry, personnel management and HR, integrated management service, sales and analytics. Successful integration into such foreign companies: Unicef, Pandora, HP.
SAP
3rd place. SAP CRM offers a solution for sales, marketing and customer service. Reference work with the entire sales cycle - from planning and strategy development to successful implementation and performance analysis. Work with buyers across all distribution channels, transaction control and a functional planner. A powerful platform for managing marketing activities and brand management has been created for marketing department specialists. Among the successful implementation cases are such companies as Bashneft, Severstal, NLMK, Sibmost.
Oracle Siebel
4th place. A system for large businesses that helps to create a comprehensive corporate IT system to automate all departments of the company. Suitable for front (sales, service, marketing) and back offices (analytics of the company, personnel management). Oracle Siebel CRM allows you to create and automate a company's call center, integrate many third-party services and applications into your business. The company offers ready-made industry solutions for many areas of activity - industry, hotel business, government sector, IT, retail, medicine and others. Successful cases of foreign companies - Bosch Telecom, AOL, Xerox.
sales force
5th place. The Salesforce CRM solution is ranked #1 in the world, as confirmed by analytical agencies such as Gartner and Forrester.
A single platform for sales, customer service, marketing and in-depth performance analytics. The company is not focused on the Russian market and is represented only by integrator partners. This does not allow her to be placed higher than 5th place.
Rating of CRM systems - Evaluation table
Ratings of Gartner and Forrester agencies
The Creatio system in these ratings is called bpm'online (Terrasoft changed the name of the platform in 2019).Interfaces of compared CRM systems
SAP
MS Dynamics
sales force
Hello! In this article we will talk about such a tool for working with clients as a CRM system.
Today you will learn:
- How does a CRM system work?
- How to implement a CRM system;
- How to properly use a CRM system;
- Examples of the best CRM systems for business and freelancing.
What is a CRM system and how does it work
It can be difficult to keep track of the day's activities in your head. In order not to forget anything, we start diaries. But what if you need to control the implementation of the projects of a company that employs more than a dozen people?
CRM-systems are capable of evenly distributing tasks by deadlines and among employees, and monitoring their implementation in real time.
CRM stands for Customer Relationship Management, which in English means "customer relationship management". In fact, the concept of a CRM system is much broader, they are aimed not only at systematizing work with clients, but also at facilitating the process of managing an organization as a whole.
CRM systems - These are special computer programs that automate the work of a manager in distributing tasks among employees, planning project implementation, accounting for clients, monitoring deadlines and completing tasks.
To understand that you need a crm-system, consider the basic principles of its operation:
- Information about the client, tasks, deadlines and performers will now be stored in the CRM system database. You received a call from a client to amend his order, you must immediately enter this information into the system. Nothing should be overlooked, everything must be recorded, otherwise the CRM system will bring you nothing but problems.
- Each of your employees will have their own profile in the system. This profile will determine the amount of information that will be available to a particular employee. This allows employees to focus only on the tasks that they have to perform and avoid information leakage.
- Information about the performance of a particular task when working in a CRM system is constantly updated. That is, the employee performs his work in stages, which is immediately recorded by the system.
- The CRM system analyzes the entire process of completing tasks, highlighting problematic moments in the work.
If we summarize the principles of the CRM system, we can conclude that the CRM system is an accounting system, a kind of repository of information about the client and the history of interaction with him, tasks and performers, deadlines and the execution process, which allows analyzing all these processes for further improving the efficiency of the company.
It would seem that the CRM-system facilitates the tasks of the manager and complicates the life of an ordinary employee, but this is not so.
CRM systems are of particular importance for freelancers:
- Remind you what you need to do first;
- Allows you to always control the deadlines for the delivery of work, avoiding emergency work;
- It will allow you to save all the clients with whom you worked, their contact details, preferences and comments on the work, which will be useful in further cooperation.
For the company and its employees, the CRM system performs the following tasks:
- Distributes tasks among employees;
- Reminds about the deadlines, prioritizes the tasks of the employee;
- Records customer data;
- Automates the creation of documents;
- Concentrates all the necessary information on a specific task in one place;
- Allows you to monitor the implementation of the tasks of each employee, highlight the most successful.
As you can see, the CRM system is multifunctional and useful both for freelancers and for companies and their employees. But still there are areas of business in which the use of CRM systems is simply necessary.
These include:
- Any business providing services;
- Activities in the field of trade. Especially if you sell goods through the Internet or telemarketing;
- Financial - services here it is important to track the status of the client.
Functions of the CRM system
Summarizing those Benefits that the CRM system brings to freelancers and businesses, we can highlight the capabilities of CRM systems:
- Formation and maintenance of the client base. At the same time, you decide what information it will contain: only contacts and upcoming tasks, or also completed projects and difficulties in their implementation, and so on. This allows not only not to “lose” a client, but also to track the effectiveness of each employee who has ever worked with him;
- Action standardization. The CRM system has clear rules for working with it, which standardizes the actions of employees and eliminates confusion;
- Fixing all contacts with the client. Any employee in contact with the client must enter the data about this contact into the system. This is the law!
- Improving the efficiency of employees. The CRM system allows you to track the performance of tasks by each employee, see the failure to meet deadlines and problem areas in working with the client. This encourages employees to work more efficiently;
- Client classification. The CRM system allows you to mark regular customers and first time customers, complex and loyal customers;
- Recording and storing data about competitors;
- Quick search for any information entered in the database.
You are probably already sure that you need a CRM system, but we haven't talked about it yet. shortcomings:
- The high cost of a licensed CRM program. The average cost is 10-15 thousand rubles;
- There is a possibility of information leakage. Sometimes programs crash;
- The need to involve specialists to install and configure the program;
- The need to train employees to work with the CRM system;
- Elimination of possible indignations from employees.
Now we can go directly to the review of CRM systems in Russia.
We are sure that one of the CRM systems is already installed on your personal computer and you already know how to use it. This is the simplest CRM system – Microsoft Excel.
Yes, this program does not have all the functions that it should have, but it meets the requirements of a customer relationship management organization. With the help of Microsoft Excel, you can capture the contact details of the client, the tasks for each of them and distribute them by deadline.
This option is quite suitable for freelancers who do not want to overpay for unnecessary features and learn how to work with a real CRM system.
Rating and review of CRM systems for your business
For those who want to seriously approach the development of data accounting systems, we have prepared a rating of CRM systems with a description of their functions and preferences for using in different areas business.
But first, let's look at the types of CRM systems in Russia.
There are two types of CRM-systems, which differ from each other in the technologies of creation and use:
- Saas- a cloud CRM system, a CRM system and its data are located on the server of the developer of this system itself. Setup and other processes lie on the shoulders of the developer;
- stand-alone- involves the creation of your own server, all the information is with you, you set up the CRM system yourself.
Paid CRM systems
Amo CRM
cloud product. It has a simple interface.
Advantages:
- A large number of different filters;
- Broad base of integration. Amo CRM can be integrated with social networks, phone, landing systems;
- Possibility of building;
- The minimum training period for a manager to work with this system;
- There is a free trial period for 14 days.
This system is more focused on those companies where the sale does not occur immediately, where a sales funnel is needed. That is, first the client contacts the manager, consults, and only at the next requests makes a purchase.
In addition, Amo CRM allows you to work on two fronts: attract potential customers and serve existing ones.
Basically, Amo CRM-system is aimed at enterprises that operate in the B2B market.
Flaws:
- The absence of a document block in the program itself, but it is possible to integrate with DropBox and attach documents to each client;
- Inability to break tasks into subtasks;
- Not designed to be implemented throughout the company.
The cost of Amo CRM is 500-3000 rubles per month.
"1C-Bitrix: Corporate Portal"
"1C-Bitrix: Corporate Portal" is a complete software, with a much broader functionality than a conventional CRM system.
Advantages:
- Maximum automation of routine tasks;
- Integration with most computer programs, telephony, mailing list, website;
- Ability to set access rights for each employee;
- Project management.
This system will be useful for large companies with a large number of customers. For the rest, its wide functionality will be a waste of money. Please note that it is not intended for the sales department.
Flaws:
- High price;
- Difficulty setting;
- The need for long-term employee training to work with the system;
- Not intended for sale.
The cost is 300,000 rubles for installation.
Megaplan
Megaplan is an easy-to-use system for organizing business processes. Represents a cloud.
You can choose the functionality you need and pay only for it:
- "Joint work" allows you to manage projects, form teamwork: distribute tasks among performers, set deadlines and monitor the completion of tasks by each employee. The cost per month of use is 290 rubles;
- "CRM: clients and sales" includes fixing information about working with clients: contact information, orders, automation of the sales process, and more. The cost of a month of use is 490 rubles;
- "Business Manager" combines the two previous functions. Cost per month: 690 rubles.
- The free version has restrictions on the volume of transactions, documents, the number of clients, accounts.
Megaplan has no restrictions on the scope, everyone will choose the desired functionality for themselves.
Advantages:
- Simple interface;
- Low cost;
- Possibility to choose functionality;
- CRM system for sales.
Flaws:
- Inability to integrate with the site;
- Overloaded service design.
Bitrix 24
Cloud CRM system, unlike its older brother, has fewer features. Suitable for large and medium businesses.
Advantages:
- Integrates with various systems;
- It has the functions of working with clients, project management, teamwork.
Flaws:
- Too many features, you can't just pay for the ones you need;
- Complex interface;
- Missing tags;
- Not targeted at the sales department.
The cost of a month of using Bitrix24 is 9000 rubles, it has free option but with limited functionality.
RetailCRM
CRM-system, has a temporary free version. This is one of the best CRM systems for and in general for online trading.
Allows you to solve the following tasks:
- Maintaining a client base;
- Telephony connection;
- Work with courier services;
- Site integration.
BaseCRM
Easy-to-use cloud-based CRM system. Suitable for medium and large businesses.
Advantages:
- Work with clients - ip-telephony, work with leads, integration with mailing systems, process automation;
- Work with projects - distribution of tasks, setting deadlines, control;
- Teamwork - Functions social network, distribution of tasks by performers.
Flaws:
- Not designed for company-wide implementation;
- There is no possibility to export and import data from the system and into the system.
The cost of the program is 2,000 rubles per month of use.
Terrasoft
Cloud CRM system with a simple interface.
It carries the following functions:
- Client management;
- Working time management;
- Workflow automation;
- Optimization of communications within the company;
Advantages:
- The ability to select the functionality that you need.
Flaws:
- Not designed for the sales department.
The average cost of using the product is 5,000 rubles per year. There is no free version.
SugarTalk
A complete software CRM system, most adapted to the business in the field of advertising and design.
Tasks of the CRM system:
- Integration with various programs, mailing systems, website;
- Organization of teamwork.
The cost of SugarTalk is 15,000 rubles.
Free CRM systems
Free CRM-systems are also software and cloud-based, share software systems more in this case.
Free CRM systems are more suitable for freelancers and small businesses (with no more than 5 employees), as they have a limit on the number of users.
SalesMan CRM
SalesMan CRM is a software CRM system available for download absolutely free. But it will be available only to one employee, connecting more employees requires payment.
SalesMan CRM has the following features:
- Maintaining a client base with all the ensuing functions;
- Organization of work in a team, distribution of tasks, setting deadlines.
On crm
Cloud CRM system, available free of charge, but only for one user.
Its functions are aimed at:
- Work with clients - maintaining a client base, searching for information, saving the history of working with clients;
- Organization of work in a team - the distribution of tasks between employees and by deadlines.
Trello
Cloud CRM-system, has no restrictions on the number of users or the number of clients.
Allows you to automate the following tasks:
- Automation of work with the project - distribution of tasks, deadlines, clients.
- Synchronization with other devices
|
Paid CRM systems |
Free CRM systems |
|
|
Maximum number of users |
||
|
Maximum number of clients |
Unlimited, the final cost depends on this parameter |
Unlimited in most cases |
|
Functional |
The maximum possible functionality, can be limited if desired |
Limited, only basic functions for each task are available. As a rule, there is no integration function with programs, devices and the site. No call recording feature |
|
Who suits |
Large and medium business |
Small business, private entrepreneurs, freelancers |
How to choose a CRM system
The most important thing in choosing a CRM system is to determine the features that you need. Please note that even big company with a number of employees of several hundred people, a complete package may not be required, including automation of work with clients, coordination of team work, and systematization of work on projects.
The following points should influence your choice:
- Number of customers and number of purchases;
- Regularity of purchases;
- The range of your company;
- Number of stages in the buying process;
- The number of employees who need to be connected to the CRM system;
- Budget.
The most important parameter of any CRM system is the ability to synchronize with other programs, mailing systems, websites and devices. Pay special attention to the possibility joint work CRM systems with a phone to automatically capture incoming calls from customers and initiate new ones. This will come in handy in any case.
The ability to set deadlines, priorities, set tasks and control are some of the most important functions that affect the choice of system. You and your employees will definitely want to plan the workflow, distribute tasks by deadlines and performers, and the manager must control the process of doing the work, otherwise there will be no positive results from process automation. This is the purpose of CRM systems, so without these functions the system will not be complete.
The ability to import data from a CRM system and export data to the system is essential in the process of work. You will often need to “pull” some data from the system or, conversely, upload a document to the system, for example, the terms of an agreement with a client. If this is not possible, then it is better to abandon such a CRM system.
The complexity of the interface and excessive functionality can lead to high costs for the period of implementation and training of personnel, sometimes this leads to a freeze in the implementation of the CRM system.
The cost of a CRM system and the cost of its maintenance. Pay special attention to the second point.
Features of using CRM
In order for a CRM system to bring you benefits, you must follow the following rules when implementing it:
- Write down the business processes of your organization. Designate those responsible for each of them, this will help you distribute tasks by performers and deadlines;
- Think over the system of incentives based on the data of the CRM system;
- Record all contacts with clients in the system;
- Control the execution of work;
- Teach yourself and your employees not to push deadlines.
And always be prepared for the following “pitfalls” of implementing CRM systems:
- It will take time to work with the CRM system;
- Sometimes employees forget to enter data into the system or enter it incorrectly;
- You will see the shortcomings of the work of each manager;
- Irregular control leads to a decrease in the efficiency of working with the CRM system;
- You will probably have to ask for help to set up a CRM system, train employees;
- There will be those employees who will maintain the base "in their own way", do not allow this.
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