Check out the list we’ve prepared of the most commonly used CRM systems by businesses and the benefits they can offer to your sales management.
In digital marketing, where efficient customer relationship management is an essential competitive edge, CRM (Customer Relationship Management) systems play a crucial role. After all, they are responsible for optimizing sales processes by centralizing information, automating tasks, and improving internal communication.
In this article, we will delve into the 6 most-used CRMs and understand their key features, helping you make an ideal decision on which system best suits your company’s needs. Let’s dive in!
What are the Advantages of Using a CRM?
The benefits of using a CRM are varied and cover different aspects of sales management and customer relationship. Below are the main ones:
Centralization of Information
A CRM allows you to consolidate and organize all relevant information about customers in one place. This includes interaction history, demographic data, preferences, past transactions, and much more.
With all this accessible and updated information, both the sales and marketing teams can have a comprehensive and detailed view of each customer, facilitating personalized and efficient service.
Improvement in Internal Communication
As teams have organized and updated information, the CRM also helps to foster collaboration and communication between sales and marketing departments.
In other words, it’s possible to develop more efficient strategies for capturing business opportunities while also structuring approaches that impact sales growth. This makes it easier to reduce duplication of efforts, eliminate communication flaws, and improve the company’s overall results.
Automation of Processes
Another positive aspect of implementing a CRM is automation, such as task scheduling, sending automatic emails, follow-up reminders, and even creating customized workflow streams.
From this, it’s possible to optimize processes, save time on repetitive tasks, and ensure that no opportunity is missed. Moreover, automation also ensures that processes follow a logical and consistent sequence.
Analysis and Reports
Lastly, an efficient CRM system provides analytical tools and report generation capabilities that allow the assessment of sales performance, measure the effectiveness of marketing campaigns, identify customer behavior patterns, and make data-driven decisions.
With this, companies can identify areas for improvement, adjust their strategies, and allocate resources more effectively.
6 Most Used CRM Systems
Next, we will explore 6 of the most-used CRMs and delve into their specific functionalities. Keep reading and find out which system may be more suited to your company’s needs!
Developed by one of the most well-known companies in the field of marketing and sales, Hubspot CRM offers free tools for the entire team, such as:
- Real-time tracking and analysis of sales activities for industry leaders.
- Organization of information and task automation for salespeople.
- Free resources for lead generation and email marketing for marketing professionals.
- Management of all customer communications, which helps customer service teams to be more efficient, among many other benefits.
The best part is that many Hubspot CRM tools are available for free. However, for those who need more advanced features, premium Sales Hub subscriptions are available.
RD Station CRM is also one of the most well-known systems when it comes to automating a company’s sales processes. Its platform is straightforward to use and implement, and through it, you can:
- Record the entire contact history with the customer, whether by phone, email, or WhatsApp.
- Manage teams and salespeople.
- Use a free WhatStation extension to manage your deals and sales without leaving WhatsApp Web.
- Integrate the system into your personal calendar to never miss any appointments.
- Monitor results and analyze reports more simply.
Like Hubspot, RD CRM offers a free plan with some limited functions. However, if you want to advance in your actions, other plans start from R$ 52.20 per month.
Used by more than 100,000 companies worldwide, Pipedrive provides comprehensive features for those looking to improve the sales management process.
In addition to having a visual sales funnel that speeds up insight extraction, it allows you to customize the tool further and strengthen teamwork.
Among its key features, it’s worth highlighting automatic activity reminders, lead segmentation, and contact history, form creation for lead capture, result reports, and access to sales volume and revenue forecasts based on the funnel.
Another interesting point is that Pipedrive integrates with various market tools like Facebook, Zapier, Xero, WhatsApp, Trello, and Zoom. However, it does not offer a free plan—just a 14-day trial period. Prices start at US$ 12.50.
With ActiveCampaign, you can also automate and optimize the sales process, saving time on repetitive tasks and boosting team productivity.
To achieve this, the CRM employs features for centralizing information, automatically updating lead data, and developing an accurate history. All of this is available on a dashboard that allows for quick and straightforward visualization of each contact’s progress.
Featuring a Lead Scoring tool, the platform also helps direct efforts towards potential clients who are genuinely more likely to close deals. As for pricing, plans start at R$ 100.00 per month and can be scaled according to the company’s needs.
ActiveCampaign provides a tailored approach to sales automation and team efficiency. Its Lead Scoring tool, in particular, offers the strategic advantage of focusing resources where they will likely bring the most return. This cost-effective solution can easily adapt as your company grows, making it a versatile choice among CRM systems.
5. Zoho CRM
With robust automation and customizable solutions, Zoho CRM aims to enhance customer relationships and optimize the performance of your sales team.
To this end, it offers advanced analytics tools, customizable administration dashboards to simplify processes, and features for managing leads, deals, and workflow activities.
Like RD and Hubspot, Zoho CRM provides a free plan—albeit with limited features—that accommodates up to 3 users. If you need more functionalities, you can subscribe to the platform starting at $12.00 per user per month.
Finally, we also highlight here Salesforce’s CRM solution, which helps to increase team efficiency and reduce sales process costs through AI-driven task automation.
Its proposal is to offer customized products according to the needs of each type of business, including sales, marketing, customer service, and much more.
In this way, plans and prices can vary considerably—for example, the Sales Cloud sales product can be obtained starting at $25.00 per user per month. But don’t worry, all plans come with a free trial for their functionalities.
Generate more efficient CRM reports with Reportei
As we said above, one of the most important steps when using CRM is to generate reports and make recurring analyses of your strategies, which allows for gaining insights and making the best decisions for the business.
Thus, to assist in this process, Reportei enables integration with different widely-used systems in the market, such as RD CRM, Pipedrive, and ActiveCampaign.
In other words, in a few seconds, you can capture the main metrics from these channels and analyze them in an integrated manner with the other marketing tools used in your strategies, which provides a complete and more efficient view of the sales funnel.
Get to know Reportei and find out how it works together with CRM systems, marketing automation platforms, social media, and other channels, to boost your company’s digital presence!