Software

Five cloud-based CRM apps

A closer look at five relatively-inexpensive cloud-based CRM apps aimed at small businesses expecting to grow.

Customer Relationship Management (CRM) apps are one of the biggest genres of software applications on the market today. These apps range from a free to thousands of dollars, from simple Windows apps to gigantic server-based or cloud-based application suites and everything in between. Nearly everyone in business uses CRM in some way or another, including specialized CRM-type apps such as Electronic Medical Records (EMRs).

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In this edition of Five Apps, we explore five relatively-inexpensive cloud-based CRM apps that are aimed at small businesses expecting to grow. These apps all have key features that make them stand out while still including most of the basic features everyone expects from a CRM app. So, because of this, I've chosen to highlight those standout features below. Take a look at these five apps and then share your favorites in the comments section below.

Five Apps

1. AddressTwo

AddressTwo's first standout feature is the setup wizard. Stepping through the wizard allows you to enter specific terms for different types of contacts, such as referring to possible future customers as "Prospective" or another name. Next, it contains an advanced query builder that will allow you to filter on basically every field in the contact to find the exact list of customers for a particular marketing campaign. Or, if you aren't able to find the correct collection of customers for your campaign, you can set up custom lists to statically link those customers together.

AddressTwo has three versions: Basic, Professional, and Campaign Manager Edition. Prices range from $9.95 to $49.95 per month.

2. AllClients

AllClients also has a couple of strong standout features. First are the referral trees. When you enter a contact you are able to choose another contact that referred them. Then, by clicking on the "tree" icon, you can view who your contacts referred in case you want to use this info for promotions, rewards, or other perks.

AllClients also has a nice graphical reporting feature that allows you to show your contacts grouped by their various demographics and other fields which is always useful data when interested in finding new prospects.

AllClients has two versions, Silver and Gold, that are priced at $24 and $39 per month, respectively.

3. Maximizer

Next up is Maximizer. It contains an opportunities tracker to assist with sales by capturing leads and various other information, including information such as expected revenue. It also contains a knowledgebase, which is unique on this list. Having a way to keep track of various sets of instruction would be a great feature for certain segments of business.

Maximizer has several versions, some of which use a traditional licensing model instead of the per-month model like the others on this list. The "CRM Live" version is $49 per month.

4. SalesCloud from SalesForce

SalesForce is, of course, the proverbial 800-pound gorilla in the room, but their SalesCloud product has several smaller versions that are extremely affordable. They range in price from $5 per month for a basic CRM to $250 per month for the "Unlimited" version. Its first standout feature is the forecasting which helps you project your revenue for the next six months. It also has a really nice Dashboard that displays things like growth, most and least active salespeople, and closed sales. Finally, SalesCloud has by far the largest number of features of the products on this list - 22 different tabs in total.

5. SalesNexus

SalesNexus is our final selection. Like SalesCloud, it contains a Dashboard but its dashboard is geared more toward historical statistics than a blend of history and projections. It has a more basic look and feel but I don't find that to inherently be a bad thing. SalesNexus also contains a nice calendar feature that displays as a single- or 7-day week grid with 30-minute time slots or a month grid, like a table-based version of Outlook or other Calendaring apps. It allows you to capture several pieces of information about the event, mark it as complete, and set up follow-ups.

SalesNexus has three versions priced between $45 and $75 per month depending on the version and whether you pay monthly or annually.

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9 comments
sanjayd01
sanjayd01

SalesCloud is one of the best Sales Force automation software. It helps to track and crush your growth targets with real-time dashboards. View your business performance anywhere, on any device. Apart from these tools, have a list of best CRM tools.
http://www.softwaresuggest.com/crm-software

CRMdesign
CRMdesign

The problem with this list :  It is too small and it is not clear why these 5 CRM systems? What happened to Netsuite, Salesboom.com and Microsoft Dynamics?



denis2eth
denis2eth

How about infusionsoft which is the choice of thousands of marketers around the world? It is integrated with the best coud services 3 clogic  http://t.co/AnGnGDfOeP

Maximizer_Software
Maximizer_Software

Thanks for this insightful article, and for including Maximizer CRM. Maximizer software is dedicated to providing user-friendly, cloud CRM that really makes a difference to a company’s bottom line. We invest huge amounts of time and resources in developing a product that suits the needs of small and medium-sized businesses, especially in the tough economic conditions they are facing, and it’s really rewarding to see this being acknowledged by the industry. Maximizer has also recently been named a winner of ISM’s Top 15 CRM Software Awards in the small and medium-sized business category, so it’s a very exciting time for us and other providers working to help SMEs. Mike Richardson, managing director – EMEA, Maximizer Software

Karen_Beck
Karen_Beck

I'd also add TeamLab CRM which we're using at our company. (www.teamlab.com) It's got all the essential features to build and analyze customer relations: Contacts, Deal Opportunities, Web-to-Lead Form, Tasks, Communication history + - Customization to your needs with introducing special business process stages, contacts types, task categories and user fields. - Close integration of CRM software with Project&Document Management tools: you can link an existing project with CRM contacts and attach all the necessary documentation. - Mass mailing right from your CRM software: no need to search for third-party mailing services.

riandean
riandean

Good product choices but how was it possible to miss/leave out Insightly from this list? Incredibly powerful and includes all of the features detailed in several of the apps listed.

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