Make sure to check out all of the features and capabilities for enterprise solutions- Pt IX

Estimated read time 4 min read

A CRM that’s easiest to use will be the one most successfully implemented. However, sophisticated its features are, if sales, support, or marketing teams find them difficult, the features will be seen as an inconvenience, not tools. Spurred by the increase in spending on cloud computing tools (Worldwide Semi-annual Public Cloud Services Spending Guide 2018), vendors are churning out more and more intuitive CRMs today.

But how easy is easy enough? Usability is just one aspect. In this article, we compare three very easy to use CRM software solutions, but we also consider other attributes that can make them highly useful tools for your company, including:

  • Core features
  • Reporting and dashboards
  • Available integrations
  • Mobile access

job card software is one of the best free CRMs on the market

It is a 100% free CRM app that completes the vendor’s sales and marketing suite. It’s one of the most robust yet intuitive freemiums for any business size and industry. CRM offers all core functionalities at no cost. The app lets you manage contacts, tasks, and deals across a neatly laid-out sales pipeline. It also allows for document sharing and email notifications.

Together with hvac service software paid Sales Pro and Marketing Pro systems, this CRM app really makes your sales pipeline run more efficiently. It is ideal for small and medium businesses and large enterprises with focus on inbound marketing tools. If you want to try out the software the signup is easy and intuitive.

It’s another popular social CRM that also natively integrates with other ehs software business apps. Widely used by freelancers and small businesses, CRM focuses on culling leads off Twitter and Facebook. It links to your customers’ social pages and sorts the information as potential leads. You can also send invites and post comments to engage them based on these insights. The app has reliable Android and iOS apps that allow you to access customer data and sales records on the go. It is available for free for up to ten users which is often more than enough for small businesses.

It’s a new solution from the same developer that brought us ngo accounting software, the popular, highly intuitive help desk. Freshsales exhibits very similar usability attributes. The app helps you manage the traditional aspects of the sales process, including identifying opportunities in your customer database. Its analytics is good enough for straightforward sales reporting. If you have a structured sales workflow with no complex scenarios, Freshsales can handle your needs. It’s ideal for freelancers, small and medium companies and is also available for free for up to ten users.

We compared the three CRM apps on critical aspects like ease of use, integration, and mobile access. Likewise, we pitted them against each other based on the essential CRM functions, mainly how they manage contacts, leads, deals, tasks, emails, and documents. The solutions are closely matched, but check our takeaway for each comparison attribute to appreciate the nuances.

  1. Ease of Use

A CRM solution should be easy to use for salespeople, support, and marketers. On this note, all three solutions we tested are generally intuitive to set up and navigate. ERP Software is the fastest to set up; it takes under a minute and you’re good to go.

Both CRM and field service management software have clean UI, the tools are easy to access from any window you’re on. On the other hand, CRM is more complex and may require more time to get used to some of the functions. This includes using bulk upload and role approvals. Its UI also seems a little wide and the tools spread out.

Meanwhile, we found an integrated manufacturing software, a very convenient place to centralize social media posting, blog publishing, and email marketing. The suite gives you full control over your sales and marketing automation and insights.  On the other hand it has plenty of features, but they tend to clutter the dashboard in some cases.

Takeaway: ERPNext is not only the easiest to set up (in under a minute), but its functions have clearly defined goals.

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