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A small business CRM is an easy-to-use, low-cost software to manage contacts, acquire leads, and handle deals.
Running a business, big or small, is never easy. When it comes to small or growing businesses, it is all the tougher as you cannot be burning your pockets for separate tools for marketing automation, sales, and document management funds. Whether it is to fix your broken sales process, or generate new leads or retain existing customers, running the entire show by yourself can be pretty overwhelming. This is where CRM for small business comes into play.
CRM software is the single tool that unifies all your business processes, right from sales to marketing to data management. It helps you provide a seamless customer experience, just like larger businesses. It shows all customer touchpoints with your business, provides insights into what they are looking for, and helps you engage with them, all from within the CRM.
Sales and marketing teams get a unified view of customers and visibility into the entire sales funnel.
Identify the most sales-ready leads with the help of predictive contact scoring that will help you qualify leads quickly.
Track each part of your sales process with a visual deal pipeline that enables you to forecast better.
Quick to set up and easy to use so you can use the free time to hire and train salespeople.
Give your team a productivity boost by automating tasks like sending emails and entering data in the CRM.
You are probably wondering how to choose the best CRM for small business when there are so many options available in the market. Unlike large, clunky CRMs built for large enterprises, customer relationship management software for small businesses are built to address challenges faced by growing businesses and are simple, easy to set up and at a pocket-friendly pricing.
Most large, clunky CRMs are:
Freshworks CRM (formerly Freshsales) is easy-to-use and can be implemented quickly by your sales team and marketing team, so you don't need an implementation team to take care of it. You can do it yourself! Yes. Freshworks CRM comes with just the right kind of advanced features for a growing small business.
What makes Freshworks CRM stand out from the rest? Find out from this small business crm comparison below.
$12 per user/month
$25 per user/month
$0 per user/month
$125 per user/month
$300 per user/month
$1200 for 10 users/month
Note: Data as on 27 November 2020 | © 2020 G2, Inc. All rights reserved. No part of this publication may be reproduced or distributed in any form without G2’s prior written permission. While the information in this report has been obtained from sources believed to be reliable, G2 disclaims all warranties as to the accuracy, completeness, or adequacy of such information and shall have no liability for errors, omissions, or inadequacies in such information.
Freshworks CRM has consistently been rated as a leader in the G2 SMB CRM Grid category for over three years. G2's Grid report calculates customer satisfaction rates and market presence using a unique algorithm. And Freshworks CRM has consistently been among the top-rated CRM solutions.
Learn more about the G2 Fall Grid report
Our CRM for small business, curated for growing businesses, is easy to set up and has a simple layout for easy adaptability. But what makes us truly different? Our CRM for small business offers many functionalities for small businesses to step up your sales and marketing game. With the Freshworks CRM, you can
Gartner Magic Quadrant 2020 - Sales Force Automation
G2 Crowd CRM Software Leader 2020
GetApp Best Functionality & Features 2020
Capterra Top20 2020
Leads may trickle into your database, but over time they may start to overflow from spreadsheets. As your business grows, it gets difficult for you to identify repeat customers and track new leads.
Freshworks CRM for small business gives you a complete view of contact information. Get an activity timeline of events like phone and email conversations with your company, notes, and meetings all within a CRM for small businesses. With these different touchpoints, your team has the much-needed context to engage with the prospect. This is why you need a CRM for small business: to spot buying patterns, differentiate warm leads from cold leads, and convert prospects into customers
Learn more about 360-degree view
Once you have leads in the CRM system, what is the next step that you need to take? Our CRM for small business makes the job of a small business owner easier:
Learn more about predictive scoring
Small business owners wear many hats and may not have the time to update information on the CRM. Most of your time may be spent on mundane tasks that can be done by a machine. With an intuitive CRM for small business like Freshworks CRM, you can automate tasks like:
Understand how workflow automation works
As the owner of a small business, you'll want to track important real-time metrics that affect your revenue and your sales reps' progress. With the money and time you have invested, you want to see numbers and results quickly. With CRM for small businesses, you can use visual reports and dashboards to gain insights into deals, revenue, team performance, and sales activities.
Freshworks CRM also offers real-time marketing analytics to deep dive into your marketing campaigns and identify your top conversion source.
See how to derive metrics and analyze reports
One of the biggest reasons for prospects to fall through the gaps is because they do not have a personal connection with your brand. According to a Podcast by The Introvert Entrepreneur, 'People don't hire you because you are the best. They hire you because they get you, and you get them.'
With Freshworks CRM, you can understand your contact database's different demographics, segment them into different lists, and send targeted email journeys to nurture them. You can also set up sales sequences by adding follow-up tasks like reminders, appointments and more with a CRM for small business.
Nurture customers with automated journeys
Growing businesses need integrations to connect powerful data-rich platforms to your small business CRM solution so that you can have all your customer information in one place. Freshworks CRM fits perfectly into your existing business workflow by seamlessly integrating with a host of popular business apps like Freshdesk, Freshchat, Trello, GetAccept, Google Calendar, etc.
Learn how integrations can improve your productivity
Freshworks CRM helps you grow your small business and manage your pipeline effectively. Our CRM for small business offers a wide range of capabilities to make it easier for you to improve your brand experience. The small business CRM captures and segments contacts, tracks interactions over the phone, email, or chat, schedules emails, automates your sales and marketing tasks, and offers more functionalities to step up and grow your small business.
And they have lovely things to say about us!
“As I was investigating the Freshworks suite of products, I noticed that I can have my entire sales and marketing team work with one software, and that I can integrate my CRM with their support software. That was an eye-opener! Today, the value that Freshworks CRM delivers has won the faith of every employee in the company.”
“Overall, with Freshworks CRM, we now have a repository of all our customers and prospects. We can access data on every single person who has ever done business with us, and generate reports on our overall business performance.”
“With the automation that Freshworks CRM offers, the sales process has been vastly sped. It was also easier to track progress than before when things were manual. Currently, it’s just click, drag, move. It’s amazing and makes it very, very easy to navigate and follow up on.”
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