Brands need to maintain their customer relationships to remain ahead of the game in 2021. In this world of digitization, digital tools are essential to keep customers satisfied. Be it a zoom call, a live chat, an email, or a social media interaction; we need to gear up for meeting customers on their terms.
And you need a customer relationship management software to make it happen. Thankfully, there are tons of options in the market. But, picking the right one looks difficult. Do not worry! I have done the job for you and sorted out the list of the best CRM software for 2021.
Let us have a look at it:
1. Salesforce Sales Cloud (for Customization)
If you are looking for a lot of flexibility in a CRM, go for Salesforce Sales Cloud. The third-party app exchange, as well as the internal design of the system, makes it a perfect customizable CRM for this year. Some of its core features include:
· Flow Builder
This flow builder allows you to create a flow of your choice. For instance, if you select a particular record, it will start showing the flow of contacts after that record.
· Visual Builder
With this option, you can create groups for sending customized emails. For instance, you have the option to select contacts created in a specific date range and then send emails only to those contacts.
· Security and Restriction
It fully controls the users and lets the owner restrict employees as per their roles. In this way, it maintains security.
· Other Features:
- Many third-party app integrations
- Readymade reports
- Field security through permissions
You may need Salesforce training to get started, but believe us, it’s worth it! Sales CRM can greatly improve your sales processes by removing lags, eliminating needless activities, increasing inter-team communications, etc. With a Sales CRM, you can attract, nurture, and convert more leads.
2. Bitrix 24 (for multichannel communication)
Since remote work is likely to trend in the future, Bitrix24 can serve as the best partner. From collaboration to management, it helps all hybrid and remote working teams achieve their objectives. Here are some main features:
· Department Creation
It lets you create departments like sales, accounts, marketing, etc. These departments make it easier to add employees, create teams, assign work, and check performance.
· Workgroups
This feature lets you create a separate section for every employee. Here, each employee can see and share the work in progress, future task, and history. Besides this, it is shareable with the teammates.
Additionally, there is a section that works like a mini-website. Here, all team members can communicate and view each other’s work.
· Other Features:
- Video conferencing
- Tagging
- Internal communication
- Unlimited contacts
- Telephone service
3. Ontraport (for online transaction automation)
Ontraport is the right fit for businesses that sell online products. It is embedded with a variety of options ranging from marketing and sales to customer service, coupon codes, and payment options. Some main features include:
· Payment Gateway Setting
Through Ontraport you can easily create membership options and offer discounts. Besides this, you can accept payments, sell products, and manage transactions.
· Contact Creation
Unlike the other CRM software, you will see a huge list of options while creating a new contact. Remember, there is no save button. But, once you fill the fields, just go back, and all the fields will be automatically saved.
This feature of multiple fields is specifically helpful in the real estate niche, where we need detailed information about the clients. Agents that sell online houses and shops are always searching for a real estate CRM like this.
· Other Features:
- Readymade and customizable campaigns
- Auto tracking of campaigns for stats
- eCommerce platform integration
4. Nutshell (for sales management)
Nutshell is specifically designed for sales managers. It helps in automating tasks and making the sales processes more productive. Apart from it, it offers tons of customization features; it is one of the best CRM for creating customized marketing strategies that can help you grow business.
Let us have a look at its core options:
· Smooth Work Management
Nutshell lets you create multiple territories that enables you to assign work easily. Besides this, it lets you have a look at the entire work at a glance. For instance, if you have set territory and assigned it to one employee, you can automatically upload all tasks as per the geography of that territory. Other sections like the city code, area, postal code, and state are also helpful.
· Auto Contact Information
Nutshell makes your work easier by auto-filling the contact details. Yes, you just need to add a contact, and the software will find other details automatically. These details include social media accounts, LinkedIn profiles, etc. Additionally, you can add unlimited contacts. This option becomes more useful with the auto file filling feature.
· Auto Lead Assigning
The software is equally helpful in assigning leads automatically. For instance, if you have multiple business lines, it creates pipelines for every line. Now, based on market, territory, and other details, it assigns leads.
· Other Features:
- Stock reporting
- Sales forecasting
- Custom reports
5. The Real Estate CRM (for business scaling)
Irrespective of the number of users, The Real Estate CRM is the best software for almost all real estate companies. It perfectly combines marketing, sales, help desk, and other essentials on one page. Besides this, it offers commendable integrations. Some of the best features of this software are:
· Highly Intuitive
No matter what you want to add, everything is accessible from the main dashboard. In just a few clicks, you can get the work done without having any technical knowledge. For instance, if you need to add a social profile, you just need to click “Social” on the dashboard.
· 360 Degree View of Contacts
In just a few seconds, The Real Estate CRM can showcase the detailed view of your contacts. Yes, just click on the contact, and you will get details like recent clicks, site visits, campaigns, emails, etc.
· Other Features:
- Readymade and customizable reports
- The comment section for communicating about the reports
- Game scope app for better conversions
Now You’re Familiar With The Best CRM Software For Every Business
In short, if you are planning to kick-start your business or want to manage the already growing one, finding a CRM is not difficult. Some of the best CRMs like Salesforce Sales Cloud, Bitrix24, Ontraport, Nutshell, and The Real Estate CRM are the best CRM of 2021. Though they are suitable for almost every business, considering your core business needs is imperative. So, pick up the right CRM and enjoy easy business management.
Author Bio:
Shoaib provides linkedin ghostwriters and copywriting services. His educational background in the technical field and business studies helps him in tackling topics ranging from career and business productivity to web development and digital marketing. He occasionally writes articles for The Real Estate CRM.