{"id":1607,"date":"2021-03-23T15:03:32","date_gmt":"2021-03-23T15:03:32","guid":{"rendered":"https:\/\/twlv20.com\/home\/?p=1607"},"modified":"2021-03-26T08:20:15","modified_gmt":"2021-03-26T08:20:15","slug":"what-is-the-best-crm-for-my-business","status":"publish","type":"post","link":"https:\/\/twlv20.com\/home\/what-is-the-best-crm-for-my-business\/","title":{"rendered":"What is the Best CRM for My Business?"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1607\" class=\"elementor elementor-1607\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-db9541d elementor-section-boxed elementor-section-height-default elementor-section-height-default exad-glass-effect-no exad-sticky-section-no\" data-id=\"db9541d\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-12217f1 exad-glass-effect-no exad-sticky-section-no\" data-id=\"12217f1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3e9e171 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-heading\" data-id=\"3e9e171\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">A look at the Top 12 CRM Solutions<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a6935cd exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-spacer\" data-id=\"a6935cd\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-cc6a741 elementor-section-boxed elementor-section-height-default elementor-section-height-default exad-glass-effect-no exad-sticky-section-no\" data-id=\"cc6a741\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-cb3c081 exad-glass-effect-no exad-sticky-section-no\" data-id=\"cb3c081\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-082e621 exad-sticky-section-no exad-glass-effect-no elementor-widget elementor-widget-text-editor\" data-id=\"082e621\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">If you\u2019re in business and deal with leads, customers, clients and sales, then chances are you are using some form of customer relationship management (CRM) tool. Maybe you have a rudimentary system, even if it\u2019s a spreadsheet or &lt;<\/span><i><span style=\"font-weight: 400;\">cringe<\/span><\/i><span style=\"font-weight: 400;\">&gt; a whiteboard. Customer relationship management (CRM) \u2013 necessary for businesses of all sizes, track leads, customer interactions, activity of your sales team (even if that\u2019s you), automate certain tasks and correspondence, purchase history, conversions, track comments and notes. Ideally from potential lead to sale and beyond through nurtures; build loyalty, team visibility. Allows you to examine what\u2019s happening in your own business, forecast, analyze insights, identify upsell opportunities, target market, increase productivity, conversion statistics, improve customer satisfaction, Don\u2019t rely on a spreadsheet to track some of the most important information in your business \u2013 what\u2019s going on with your customers. Too much is left to chance, and there is too much risk of vital next steps or follow ups falling through the cracks,\u00a0<\/span><\/p><p><b>What do you want your CRM to do?\u00a0<\/b><\/p><p><span style=\"font-weight: 400;\">With so many CRM solutions on the market, it can be a challenge to pick the one that\u2019s right for your business. It pays to take the time to examine what each solution can offer to your business goals, and how it can support both your clients and your team \u2013 even if it\u2019s a team of one\u2026 you. Some things to look out for:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Meet you at your current needs, but will grow with your business as it grows<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Cloud-based vs. SaaS<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Robust capabilities\/functionality<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Integration with email, social media, mobile<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Optimize the customer experience<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead capture and nurture<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tracking\/reporting\/analytics capabilities<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pricing should not be the only driving factor \u2013 a cheap solution that doesn\u2019t meet your needs \u2013 now or as you grow \u2013 can end up costing you more in the long run; look for a free trial or free plan to give it a \u201ctest drive\u201d\u00a0<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Amount of training it will take to get up to speed<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Call capture and integration with your phone system<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Level of Support becomes especially important if you have users accessing the system in different time zones\/countries<\/span><\/li><\/ul><h5><b>Our Top 12 CRM Picks<\/b><\/h5><p><span style=\"font-weight: 400;\">We\u2019ve rounded up our top 12 CRM solution picks for you. This list is not all inclusive, but represents some of the most common and best rated :<\/span><\/p><ol><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.salesforce.com\/\"><b>SalesForce<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 One of the most well-known CRMs. Robust, powerful, innovative; a great solutions for companies of all sizes, from start-ups to large enterprises, cloud-based, scalable, easy user interface, customizable, can grow as your needs grow. Features full integration, forecasting, customer engagement, analytics, social media capabilities, business automation; Free version, Lightning Essentials available for an additional fee.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.hubspot.com\/products\/get-started-f049?utm_id=336237656114&amp;utm_medium=paid&amp;utm_source=google&amp;utm_term=Marketing_hubspot_EN&amp;utm_campaign=Marketing_MQLs_EN_AdWords_NAM_NAM_Brand-HubSpot_e_c_804389993&amp;hsa_ver=3&amp;hsa_net=adwords&amp;hsa_acc=2734776884&amp;hsa_kw=hubspot&amp;hsa_grp=43208773113&amp;hsa_mt=e&amp;hsa_cam=804389993&amp;hsa_ad=336237656114&amp;hsa_tgt=kwd-298569398281&amp;hsa_src=g&amp;gclid=Cj0KCQiAnKeCBhDPARIsAFDTLTL4RHMvm5c44AERw1YcoBqB2uLBVROjlMmSfSEa7ncT5ijOdZ5CQe4aAhMzEALw_wcB\"><b>HubSpot<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 A longtime innovator in the CRM space, Hubspot is one of the most well-known and widely used CRM solutions. Ideal for small businesses but perfect for any size business, with capabilities for customization, lead management, marketing, robust capabilities, simple user interface, flexible; full integration; free version (limited functionality), four pricing tiers.\u00a0<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><b>Infusionsoft [<\/b><span style=\"font-weight: 400;\">now<\/span> <a href=\"https:\/\/www.googleadservices.com\/pagead\/aclk?sa=L&amp;ai=CbMLhJixKYOewIM78ggbP243AAe_IlLZh09jnhJcNyti039MICAAQASgEYMnG04vEpPwPoAHl76fNA8gBAcgD2CCqBEBP0P-jOE-BBVPihpzbk59yJquC4L_qYdfTbtbSSpVyGPY6T8dysJHQiqu5MmjLx1xRP_esLuruZkoya54RApjHwATt7N6_vgKgBlGAB4vntTmIBwGQBwGoB6a-G6gHuZqxAqgH8NkbqAfy2RuoB_PRG6gH7tIbqAfK3BuwCAHSCAUQAiCEAZoJGGh0dHBzOi8va2VhcC5jb20vbHAva2VhcLEJc8lC6j6zPai5CXPJQuo-sz2o-AkBmAsBqgwCCAG4DAGIFAHQFQGYFgGAFwGSFwYSBAgBEAI&amp;ae=2&amp;ved=2ahUKEwjK3rPBvKjvAhUQHM0KHfsfB6EQ0Qx6BAgFEAE&amp;dct=1&amp;dblrd=1&amp;sival=AF15MED9VWChvoCa9hiMRyvIl8zg8PezRhgQFI2hku7Scr3NGYb6gtIoRs7x2gYPxmtLV7Aik5uNjko15q7pF0mcF5Go0jNYO2UJns8fTFqX5P118pHiSDaLGIu2WqbvPh0gBCVr5hQJd7J_nDQmdUnN8RpDlcfbKw&amp;sig=AOD64_3utfebUK8WNJWUZtpEULPC2tIDnQ&amp;adurl=https:\/\/keap.com\/lp\/keap%3Futm_source%3Dgoogle%26utm_medium%3Dcpc%26utm_campaign%3Dsearch-google-infusionsoft-brand-us%26utm_content%3Dinfusionsoft-crm-exact\"><b>Keap<\/b><\/a><b>]<\/b><span style=\"font-weight: 400;\"> \u2013 Infusionsoft\/Keap is a very robust CRM, sales, marketing automation, eCommerce platform. It will handle just about anything you throw at it. Create custom marketing campaigns, build your lists, track your sales process, automate eCommerce, measure everything with robust analytics. Three pricing tiers.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/support.freshsales.io\/support\/solutions\/articles\/50000003050-freshsales-pricing-and-features-list\"><b>Freshsales<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 This CRM is simple, basic, but enough to get the job done when you\u2019re just starting out; offers affordable pricing tiers to meet you where you are, options that allow you to customize your needs. Four pricing tiers.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.lessannoyingcrm.com\/?f=1&amp;gclid=Cj0KCQiAnKeCBhDPARIsAFDTLTJDf3LGZm-o-m21zX8Q86sjdcAUGD_5qS0iZnvPRaoAmePpMx8ydFUaAt9jEALw_wcB\"><b>Less Annoying CRM<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 Designed specifically for small businesses; affordable, flexible. Does have mobile access, in addition to the capabilities you\u2019d expect in a CRM \u2013 contact and pipeline management, calendar, some customization. Free trial, then $15\/user\/month.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.apptivo.com\/solutions\/crm\/\"><b>Apptivo<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 Great for small businesses, affordable, with an intuitive interface. G-Suite integration, customizable, lead capture and sales management; territory management, work orders, contracts and more. Free trial, three pricing tiers.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.insightly.com\/\"><b>Insightly<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 Robust functionality and integrations, intuitive and with an appealing user interface. Manage sales, leads, projects, marketing. Integration options available. Free trial.\u00a0<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.pipedrive.com\/en\/gettingstarted?utm_source=google&amp;utm_medium=cpc&amp;utm_campaign=US_EN_Brd_Exact&amp;utm_content=CRM&amp;utm_term=pipedrive%20crm&amp;cid=986429734&amp;aid=46346606542&amp;tid=kwd-299537732108&amp;gclid=Cj0KCQiAnKeCBhDPARIsAFDTLTIewgobSkZfu4tdwc7T-GRl53HYdpciuKkEgDEOC1Bc0WWwjb117HMaAtpcEALw_wcB\"><b>Pipedrive<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 Ease of use is the hallmark of this CRM; advanced capabilities, reporting, chatbot creation; \u201cminimum input, maximum output,\u201d focused almost exclusively on sales and sales workflow, solid reporting, simple user interface; limited capabilities, not as much room for growth; Free trial, three pricing tiers.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.creatio.com\/trial?product=en-sales-ent-marketing-service-ent&amp;activity=adwords_brand_usa&amp;gclid=Cj0KCQiAnKeCBhDPARIsAFDTLTJNzWSn3o7UYT7Q52NBfJX4CvVG9TJw_9QkGEMbVtdzAItbd_1fVKIaAh_OEALw_wcB\"><b>Creatio<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 A solid choice is you have a large sales team; strong analytics, marketing automation; agile, focus on accelerating sales, marketing, customer service and operations all with the aim of improving the customer experience. Robust and powerful, mobile, analytics, lead management collaboration, Able to grow as you grow, mobile, multiple features; different pricing tiers for Sales, Marketing and Service Modules. Free trial.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/6262239.extforms.netsuite.com\/app\/site\/crm\/externalleadpage.nl\/compid.6262239\/.f?formid=1185&amp;h=AAFdikaIqP3HmLbpoOSAF9Shv5b02WsF6V9Bz5LoWH2n_SzOKcI&amp;leadsource=g661&amp;cid=ppc_g_24brand&amp;gclid=Cj0KCQiAnKeCBhDPARIsAFDTLTL8hJWTdRwmDCdAVN7N293t4I8wZ2OsEoT_48_sKtgMDt80y7L8kasaAh7TEALw_wcB&amp;redirect_count=1&amp;did_javascript_redirect=T\"><b>Oracle NetSuite<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 A very robust cloud-based CRM that is well suited for large \u2013 even global \u2013 organizations. Has all the features and capabilities you\u2019d expect in such a platform, including Sales Force Automation (SFA), marketing automation, forecasting, quotes, incentive compensation, fulfillment, commissions, even integrated eCommerce. License pricing plus per user pricing.\u00a0<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.zoho.com\/crm\/\"><b>Zoho CRM<\/b> <\/a><span style=\"font-weight: 400;\">\u00a0&#8211; A cloud-based CRM, perfect for businesses of all sizes and enterprise customers. Sales, lead management, full integration, customizable, AI prediction (sales outcomes, anomalies, best time to contact), marketing insights, mobile; Free trial, free for up to three users, four pricing tiers.<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/monday.com\/lp\/aw\/crm-software?marketing_source=adwordssearch&amp;marketing_campaign=us-s-crm-p-desk-monday&amp;aw_keyword=crm&amp;aw_match_type=p&amp;cluster=crm&amp;gclid=Cj0KCQiAnKeCBhDPARIsAFDTLTK0GWxsQWzgwmwt-Gco9muueO7TSPiIA15HF8W7Ibs6C_HjJen0wRcaAst5EALw_wcB\"><b>Monday.com<\/b><\/a><span style=\"font-weight: 400;\"> \u2013 Oversight of sales, workflow, processes, contacts, marketing, orders, even team projects and tasks. Mobile access and integration with other productivity tools There is a 14-day free trial, three pricing tiers.<\/span><\/li><\/ol><h5><b>The Twlv20 Choice<\/b><\/h5><p><span style=\"font-weight: 400;\">With all these great options (and many, many more!), what do we use at Twlv20? Our choice is Infusionsoft. This system allows us to track all our lead, sales and client activity, automate our marketing and follow up processes, and so much more. It allows us to streamline and carefully track and drive customer conversions. The analytics let us see, at any point, exactly what\u2019s working, what\u2019s not, and where any gaps are. It\u2019s the one tool that we have relied on over the years to meet and exceed our demands as we continue to grow. Twlv20 is proud to be an Infusionsoft Certified Partner.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Now it\u2019s your turn\u2026 tell us what CRM you\u2019re using and why you like it (or are ready for a change)!\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">In the meantime, book a <\/span><a href=\"https:\/\/form.jotform.com\/210071976399061\"><span style=\"font-weight: 400;\">Free Strategy Session<\/span><\/a><span style=\"font-weight: 400;\"> to find out how to 10x your sales and marketing results.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>A look at the Top 12 CRM Solutions If you\u2019re in business and deal with leads, customers, clients and sales, then chances are you are using some form of customer relationship management (CRM) tool. Maybe you have a rudimentary system, even if it\u2019s a spreadsheet or &lt;cringe&gt; a whiteboard. Customer relationship management (CRM) \u2013 necessary [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":1708,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_theme","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1607","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>% - TWLV20<\/title>\n<meta name=\"description\" content=\"%\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/twlv20.com\/home\/what-is-the-best-crm-for-my-business\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"% - 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