Top 6 Best CRM Services for Business in 2022

Posted on November 4, 2022 by Nick Tyne

It can be difficult to know where to start if you’re a business owner looking for a CRM solution. There are numerous options out there, and the differences between them can be overwhelming.

With the rise of digital commerce and customer-centric businesses, a CRM that works for you is more important than ever. The following are some of the best CRM services for business in 2022:

1. Salesforce

Salesforce is one of the best CRM services for business in 2022. It’s used by more than 200,000 companies, including 98% of Fortune 500 companies and 88% of the Forbes Global 2000.

Robert Warner, Head of Marketing at VirtualValley adds “Salesforce has been around since 1999 when Marc Benioff and Parker Harris founded it. It was originally a customer relationship management (CRM) software provider but has since expanded into other areas, such as heatmap analytics and marketing automation.”

The company offers two main products: Salesforce Platform and Salesforce Enterprise:

Salesforce Platform is designed for businesses that want to use third-party applications to enhance their Salesforce experience. This includes everything from CRMs to project management software to e-commerce systems; the Salesforce development company builds platforms as per your business needs

Salesforce Enterprise is designed for organizations that want a complete suite of tools on their own servers — or in their own data centers — rather than using cloud-based software such as Google Apps or Microsoft Office 365.

2. HubSpot CRM

HubSpot CRM is one of the best solutions available if you’re looking for a CRM that can help you manage your leads, sales, marketing, and more. In fact, it’s been rated by G2 Crowd as the top customer relationship management solution in 2018.

Mark Valderrama, Founder & CEO, Aquarium Store Depot says “HubSpot CRM offers an easy-to-use interface and integrates with other tools so you can get the most out of your business. Here are some of its best features:

Attract customers with lead capture forms;

Manage leads with customizable templates;

Send email campaigns to nurture leads through the sales funnel;

Track your sales activities with reports.

3. Pipedrive

Pipedrive is one of the best CRM services for business in 2022. The company offers an affordable alternative to Salesforce and Hubspot, with a service that’s easy to use and doesn’t break the bank, says Steve Rose, Vice President at MoneyTransfers.

Pipedrive has been around since 2010 when it launched as a simple sales pipeline management system. Today, it has grown into a powerful sales tool that any size business can use — big or small — to keep track of leads, manage customers and keep track of all of your sales activities.

The service has a lot of features that make it ideal for businesses of all sizes:

A free plan that includes unlimited users and contacts;

An affordable plan for teams ($49 per user/month);

A premium plan ($99 per user/month) with additional features like revenue forecasting, customer management, email tracking, and more.

4, Leadsquared

Leadsquared is a sales execution CRM and marketing automation software that can be used by various industries including education, healthcare and financial services. It can increase sales efficiency and productivity, improve conversion rates, and streamline the customer support journey.

The system is easy to use and was able to help enroll more students than they have in the last 38 years, says Jessica Berry, President/Owner of The Modern College of Designs.

Additional benefits of Leadsquared:

All-in-one platform: Leadsquared offers a comprehensive suite of sales and marketing tools in a single platform, eliminating the need for multiple point solutions.
Increased ROI: Leadsquared can help businesses improve their return on investment by streamlining their sales and marketing processes.
Improved customer satisfaction: Leadsquared can help businesses improve customer satisfaction by providing them with the tools they need to nurture leads and close deals.

5. Zoho CRM

Zoho CRM is one of the best CRM services for business in 2022. The system is easy to use yet powerful enough to meet your needs. It has many features that are useful for managing your business, says Adam Fard, Founder & Head of Design at Adam Fard UX Agency.

Here are some of them:

Email Integration: You can connect Zoho CRM with Gmail and other email providers to automatically send emails based on system events. For example, when a lead fills out a form, you can set up an email to be sent automatically asking if they would like to schedule a meeting or have someone call them back;

Salesforce Integration: You can integrate Salesforce with Zoho CRM so that all your data appears in one place, and you don’t have to copy anything from one platform to another. This makes it easier for salespeople because they only have to look at one screen instead of two separate ones for each product or service;

Reporting and Analytics: You can get in-depth analytics about your company’s performance by looking at detailed reports on sales figures, marketing campaigns, and more.

6. Insightly

Insightly is one of the best CRM services for business in 2022. It’s a cloud-based, low-cost solution that allows you to manage your contacts and leads, schedule appointments, send personali z ed emails, track tasks and projects, and much more.

Insightly has several features that can be useful for your business:

An email client that lets you manage your email accounts from one place;

Integrated calendar so you can see all appointments in one place;

Task manager to keep track of all tasks related to your projects;

Project management module with a Gantt chart tool to help you plan projects and see their progress;

Automatically sync with Google Contacts or Outlook contacts.

Staffan Ulmert, Editor in-chief at Theleak.co says “Insightly is also one of the most affordable CRM platforms available today, making it perfect for that are just starting out.”

7. Sage CRM

Sage CRM is a leading cloud CRM solution that offers comprehensive features and functionality to help you manage your sales, marketing, and operations. Sage CRM is designed to be flexible and scalable so you can easily adapt the software to your specific needs.

Andrew Priobrazhenskyi, CEO of DiscountReactor says “Sage CRM is used by over 100k businesses worldwide, including large multinational corporations like Coca-Cola, Heinz, and Nike, as well as small-to-medium-sized businesses like retail stores and restaurants.”

With Sage CRM, you can:

Manage Customer Relationships: You can view contact information, send emails, schedule appointments and track prospects across multiple touch points within a single view.

Improve Sales Performance: You can route leads automatically based on the sales stage or create customized quote documents based on customer preferences.

Optimize Marketing Campaigns: Create personalized email templates that are automatically populated with relevant information from customer records, then send them out to your contacts at scale, says Abdul Saboor, Full Stack Developer at The Stock Dork.

8. KONDESK

KONDESK is a leading CRM service tailored for overseas education and immigration consultants. It streamlines processes such as lead management, follow-ups, and invoicing, significantly improving efficiency and client care.

KONDESK offers specialized tools designed to help agents expand their study abroad business. Its comprehensive features ensure that educational consultants can manage their operations smoothly and effectively.

The CRM has a lot of features that make it ideal for businesses of all sizes:

Improved Customer Relationships: CRMs help understand and address customer needs better, enhancing satisfaction and loyalty.
Increased Efficiency: They streamline lead management, follow-ups, and invoicing, boosting productivity.
Enhanced Data Analysis: CRMs provide insights through data tracking and analysis, aiding strategic decisions.
Better Communication: They improve internal and customer communication, fostering effective collaboration.

For more information, you can visit KONDESK.

Conclusion

To sum up, CRM has become an integral part of business growth. It’s now a necessity for any company to survive in the market and compete with other businesses. If your company is not using a CRM platform, you’re missing out on the opportunity to increase sales, improve customer service, and gain valuable information about your customers. As a result, finding a CRM service that meets all your needs and helps you grow your business is essential.

Top 5 On-Premise CRM Solutions

Posted on January 14, 2022 by Mary Lyons

“On-premise” CRM is a self-hosted and in-house CRM option, the opposite of storing data on the cloud. On-premise allows you to have complete and total control over your data and is often much more affordable than a cloud subscription. With its own CRM, you have complete control and visibility over your own database, allowing it to be fully customizable and user-specific.

On-premise CRM is more desirable for users because of its high level of data protection. The in-house setup allows for more privacy and less opportunity for security hacks. When you are able to “own” your own on-premise software you have the advantage of having it on a psychical device rather than a corporate-owned cloud you are granted access to through subscription. Whether you are looking for a CRM for call center or your small business, this article will show you our top picks.

Here Are the Top 5 On-Premise CRM Solutions:

1. Act!

Because of its contact management features, Act! contact management software is ideal for individuals and small businesses, and it has nearly always remained in the top ten CRMs on the market. The latest version adds additional features such as the ability to develop, send, and track tailored email marketing campaigns, as well as synchronization with a wide range of third-party apps.

Act! price range starts at $37.50 a month and goes up to $399 monthly depending on your database size.

2. DejaOffice

DejaOffice is a note-taking app that installs on your computer and syncs with your phone, making it simple to take notes, schedule follow-ups, and assign tasks. Use it to create a shared database that everyone in your office may access. DejaOffice PC CRM is a contact manager that runs on a PC. It is faster and more secure than web-based products. You can effortlessly keep track of all calls, meetings, tasks, emails, and texts with your customers, vendors, and associates using DejaOffice.

DejaOffice offers the most affordable price range, starting at only $49.95 for a one-time perpetual license.

3. GoldMine

Although it is more expensive, Goldmine also offers the option of a one-time license purchase. GoldMine provides quick and easy access to key data across all of your platforms. You can manage for success with fully customizable charts, colors, and datasets.

Pricing is $1992 for 3 shared users and $3195 to have up to 5 shared users.

4. Bitrix24

Bitrix24 has a number of features that might help firms with marketing and client management. Bitrix24 CRM software makes communication and organization for businesses simple. Because of these benefits, more than 10 million organizations have chosen Bitrix24 as their CRM provider.

Bitrix24 basic plan is $39 a month for 5 users and up to 24G of data.

5. InfoFlo

With InfoFLo you can instantly access your to-do list and contacts with a simple search of the name or organization. You may access your InfoFlo data from anywhere with our iPhone and Android mobile apps. InfoFlo has a variety of add-on options, including invoicing and email analytics.

Infoflo offers on-premise CRM for a one-time price of $99 with the option to add on additional features for $79 each.

Final Thoughts

When you keep data in-house, you and your team will have a better understanding and access to the data you need. On-premise CRM is more cost-effective and there will be no dealing with remote tech support.

There are many options available for varying database and user sizes when it comes to on-premise CRM. Depending on your price range, business model, and if you’re looking for a subscription or one-time license purchase, on-premise CRM is the best option for anyone wanting their data in-house rather than on a cloud server. PC CRM is a safe and reliable option for you and your database.

Outlook Customer Manager (OCM) will be Discontinued – Here’s an Alternative!

Posted on February 9, 2020 by Wayland Bruns

Microsoft has recently announced the end of Outlook Customer Manager, with access to your online data to be ended June 30, 2020.

Outlook Customer Manager was introduced by Microsoft in 2016 as a replacement to Business Contact manager. It sits on top of Outlook and provides key business features. Most notably, it offers Company Records, Shared Contacts, Activity History, Deal tracking, and Integrated Document Management.

Fortunately there is a good alternative with DejaOffice. DejaOffice PC CRM provides the following essential features:

Company Records
Shared Contacts
Activity History
Deal Tracking
Integrated Document Management
Integrated Mobile Apps
Telephone Technical Support

DejaOffice PC CRM provides a number of features that Outlook Customer Manager badly needed, but never had:

Category Management with Colors
Multiple User Scheduling
Integrated Tasks and Notes
Private Data, Database Encryption and Security

You can subscribe to DejaOffice for Outlook for $7 per month ($19.95 paid once every three months).

You can purchase a perpetual license for $99.95 (one time purchase).

Click here to download: A two-week trial.

Click here to get more info!

CompanionLink provides US based Telephone Technical Support for DejaOffice. There are three levels of support available: Free support, for general information and how-to advice, RunStart service for $49 where CompanionLink will help you set up your database and get you launched with the product, and Premium Support which provides a year of “white-glove” service for you DejaOffice CRM for Outlook site.

DejaOffice PC CRM for Outlook

Average User Rating:

Average rating: 4.84 out of 5 based on 79 reviews.

Free 14 day trial. Price $129.95

Case Study: Migrate from Microsoft BCM to DejaOffice PC CRM for Outlook

Posted on April 7, 2019 by Wayland Bruns

Recently we were approached by a customer who used to use BCM, and wanted a solution that worked with Office 365.

The customer had used Microsoft Business Contact Manager from 2013 to 2018. They had Contacts, Accounts and Communication History. This customer had tried a migration tool to move BCM contacts to Office 365 contacts. This tool was not successful. (CompanionLink Professional can move BCM Contacts to Outlook contacts using a folder-to-folder sync.)

At the time the customer contacted us, they had not used BCM for many months. So the BCM database was out of date.

Our new product DejaOffice PC CRM for Outlook adds certain CRM functions to Office 365 Outlook (Outlook 2019). Among these functions are History Also, DejaOffice can import from older CRM systems like Microsoft BCM which was discontinued in 2016.

The customer also purchased Premium Support, which is a service where our technician could log into his computer and set everything up.

What we did was Sync the old BCM database to DejaCloud. We moved the Accounts, Contacts and Communication History. Then on the new computer, the customer installed DejaOffice PC CRM for Outlook. In addition, the customer uses a Mobile Phone and DejaOffice has the complete database there also.

The entire operation of moving the old database to DejaCloud, and sync to the new PC took our technician about 30 minutes. Most of this time was checking the data each step of the way. The actual sync time was about five minutes for both sync phases.

Now, the customer can make a new contact from an Outlook email. When they look up a Contacts, they an see the communications history imported from the old PC. And they have Caller ID and History on their Phone.

Here is a link to order this same service – DejaOffice PC CRM for Outlook along with Premium installation and one year of support. Give us a call at (503)243-3400 to schedule an installation or talk about your needs.

DejaOffice PC CRM Standalone