September 17, 2021

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Top 7 Best Tools to Manage CRM Workflows

Top 7 Best Tools to Manage CRM Workflows

Customer relationship management (CRM) software is an efficient tool that ensures your business is profitable. Because this software will open efficient new possibilities for your businesses to connect with your customers. This technology is an all-inclusive tool that manages workflow, leads, social media, analytics, and other features that help you achieve goals.

The CRM software market has grown exponentially, and multiple vendors in the market offer various features for your business. That is why it is crucial to choose the top CRM tool in 2021 that understands your business needs and helps achieve them. The sales team plays a crucial role in any organization because they make revenue for your business and create brand value in the market. As a result, you should equip your sales team with robust tools to make the most out of your business and make a brand value.

Now to achieve maximum efficiency with CRM workflow management, you need to use the right software. So, let’s have a look at top 7 tools to manage CRM workflows.

Agile CRM:

Agile CRM software is a comprehensive tool for businesses that help to manage your workflow efficiently. It is an all-inclusive system with all the tools that will enhance your workflow and complete the business objectives. This software helps you to align the workforce to the tasks and track their progress. Additionally, it also allows you to set the best practices and key performance indicators for your team to increase productivity. Furthermore, Agile CRM allows you to automate most of the workflows according to your needs and centralize them so that the entire team working on the project is updated with the latest progress. This software solution also allows you to manage social media and email marketing for an entire overview of your business.

HubSpot CRM:

HubSpot CRM system is an all-in-one software that helps you with customer relationship management workflow. The best benefit of this tool is that it is a scalable and reliable solution for any business. Additionally, this software has an aesthetic dashboard that helps visualize the business progress in a single glance. Furthermore, you can easily navigate through the sales funnel, manage tasks, appointments, and track performance. HubSpot CRM also helps to track, record, and analyze data from social media and email. Also, it allows you to extract the data and share it with the email domain you use for business.  This solution seamlessly integrates with other applications and systems that you use for your business to centralize your workflow.

ZOHO CRM:

Zoho CRM software is an all-inclusive tool for your business that manages all the aspects of your business. It is one of the most reliable software vendors in the market that is cloud-based, user friendly, and has seamless implementation. This software has robust features that help you gather, record, and analyze customer data to get accurate business performance reports. This helps you to make strategic business decisions based on your data that will help your organizational growth. Additionally, this software will provide features that help in efficient workflow management and seamlessly integrate with other software.

Salesforce CRM:

Salesforce CRM system is one of the top brand names in the market that helps businesses with customer relationship management workflow, sales, and marketing strategies.  The top companies in the market at present use this software to automate and simplify efficient workflow. Additionally, this software has features and tools that manage your contacts, leads, accounts, social media, emails, and other aspects. Furthermore, the deployment and implementation of the software are on mobile devices so that your team can use it on the go. 

Pipedrive CRM:

Pipedrive CRM software makes your sales and workflow efficiency. Additionally, this software helps you segment the leads based on the stage, which helps with the lead filtration. Furthermore, it has robust features that help your business with accurate and detailed reports; so you understand the business performance. Similarly, it integrates with email and other applications to streamline the operations. It is a robust tool for organizations; that have intricate workflows and deal with a huge number of leads.

Fresh sales CRM:

The fresh sales CRM solution is an efficient tool for the sales team to enhance their workflows. Additionally, this software helps organizations with features like lead scoring, leads, accounts, contacts, email, and SMS integration. Furthermore, this software also helps distribute leads, align the workforce, assign tasks, set practices, and track performance. Also, it helps your business with tracking events, appointments, email marketing, and analysis.

Insightly CRM:

Insightly CRM software is a budget-friendly solution for all businesses with robust features and tools to help your organization grow. This system helps to increase and decrease the storage, customize reports, and API access. Additionally, this software allows you to integrate third-party applications and email marketing seamlessly. This CRM solution helps segment such based on your pipeline, leads, customer quality, and business requirement. Furthermore, this software will allow you to integrate Google calendar and contact to streamline and simplify CRM workflow.

Conclusion:

We have made a comprehensive list of the top seven best tools to manage your CRM workflow. You can explore their features, pricing, and customer service and select the best one according to your business needs.