You should consider many factors when choosing the best CRM online. These include the price and functionality. There are many choices, but we will focus on the most popular. These include EngageBay, Nutshell, Insightly, and Capsule.
Nutshell
Nutshell, a cloud-based CRM system, allows businesses to track their contacts, emails and phone calls. It allows users to access their data from any computer, including their 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. It is a great tool for large companies with many employees.
For companies that focus on customer service and sales, this CRM is particularly useful. The CRM offers sales managers many customizations and tools to help them stay motivated. It offers robust reporting functionality out-of the box, unlimited storage, and flexible scalability so that it can grow with your company as it grows.
Insightly
Insightly online CRM is easy to use. You can customize your dashboards to highlight 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. There are also four predefined dashboards. As well as the ability to create new ones, there are several.
Insightly offers a simple interface and good project management features. It also has advanced features like automated workflows, custom objects, and more. You can also create multiple sales pipelines and create custom dashboards. Insightly might not be right for every company. It has many great features, but it is not ideal for small businesses. Although email support is available, it's not as responsive as the customer service. It doesn't include a telephony feature, so it isn't ideal for businesses that need a live operator.
Capsule
Capsule is a simple, affordable CRM system that's great for small to mid-sized businesses. It allows users create and manage contact list, customer segmentation, as well as opportunities. It integrates with a variety of applications such as Mailchimp or Microsoft 365. It has been instrumental in the transformation of Liquona’s business operations.
Its dashboard is intuitive and easy-to-use. It is divided in five modules. The homepage module shows your business status, pending tasks as well as sales forecasting. The search box allows you to filter this information.
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. Tracking customer navigation paths, real-time insights into website visitors' behavior and other features are some of the other features. It also offers instant solutions to customer problems and provides visibility into all aspects of the customer's lives.
Pipedrive
Pipedrive CRM is a great tool for marketing teams. It tracks leads from source through close. Pipedrive CRM has a sales pipeline that allows your marketing team to track a lead's progress and provide additional information to sales. It is easy to use for even novice users thanks to its clean design. Pipedrive has an online community that allows users to chat and the Knowledge Base can be used to find out about the most frequently used features.
Pipedrive allows you to gain insight into your business, and you can easily create tasks that meet your specific needs. Pipedrive lets you schedule calls and meetings. You also have a comprehensive sales dashboard which allows you visualise key performance indicators. It can also assign tasks to members of your team.