The price and functionality are two of the most important factors to consider when looking for the best online CRM. There are many choices, but we will focus on the most popular. These include EngageBay, Nutshell, Insightly, and Capsule.
Nutshell
Nutshell is a cloud CRM that allows businesses to keep track of their contacts, emails, calls and more. It allows users access their data from any computer and mobile device. It can sync with Google Calendar, making important dates and deadlines easy to view, and users can assign roles to members of their team. This makes it ideal for large organizations with many workers.
Companies that are primarily focused on customer service or sales will find this CRM particularly valuable. It offers sales managers a wide variety of customizations and tools that are designed to keep them up to date and motivated. It also offers robust out-of-the-box reporting functionality, no storage limits, and flexible scalability, so it can grow with your business as it grows.
Insightly
Insightly is a user-friendly CRM online that allows you to customize your dashboards to show the most relevant information. You can create custom views for tasks, opportunities, projects, and leads, and can distribute them to other users for easier sharing. You can also create your own dashboards.
Insightly has an intuitive interface, good project management features, and advanced features such as automated workflows and custom objects. You can also create custom dashboards or multiple sales pipelines. Insightly may not be the right tool for every company. While it has some great features for small businesses and customers support is lacking, Insightly's main drawback is its inability to provide customer service. The customer support is not very helpful, even though you can reach them via email. It doesn’t offer a telephony service, so it’s not suitable for businesses that have to talk with someone.
Capsule
Capsule can be used to manage small and medium-sized CRM systems. It allows users to manage customer segments, contact lists, opportunities, and more. It also integrates with a wide range of applications, such as Mailchimp and Microsoft 365. It has transformed the business operations of Liquona's video production agency.
Its dashboard is clear and easy to use. It can be divided into five sections: The home module displays your business' status, pending tasks, forecasting sales, and recent contacts. These details can be filtered using the search box.
EngageBay
EngageBay can help you establish a better relationship and track sales deals. The platform is easy to use and includes features like automated data entry and reporting. You can also see your overall deal status with the visual deal pipeline.
EngageBay offers a range of business apps to simplify your business operations, in addition to CRM. You can also use the live chat button for quick responses to customer questions and to increase conversion rates. You can track the customer's navigation path and get real-time insights regarding your website visitors' behavior. It also offers instant solutions to customer problems and provides visibility into all aspects of the customer's lives.
Pipedrive
Pipedrive CRM can be a great option for marketing teams. This software helps to track leads, from source to deal close. The software includes a sales funnel, which allows you to follow the progress of a lead and give additional information to sales. It is easy to use for even novice users thanks to its clean design. Pipedrive also offers an online community where users can communicate, and the Knowledge Base lets you learn more about the most common features.
Pipedrive provides insight into your company and allows you to create tasks according your requirements. It lets you schedule meetings and calls, and it has a comprehensive sales reporting dashboard, which helps you visualize your key performance indicators. It can also assign tasks to members of your team.