CRM system for your business

CRM systems are core solutions for small businesses nowadays. In the past, finding or building a proper solution for micro or small companies was tough. Now, SAAS and SAAS-based CRMs have opened doors for small and medium-sized companies, which brings much more innovation and competitiveness to companies and societies.

Our basic requirements for CRM are the following:

online tools – available from any location with the web access
possible integration with a project management software or built-in software
possible integration with my accounting/financial software
an integration with Outlook/Gmail
an integration with Getresponse/Mailchimp
Google Analytics, Adwords, etc.
easy to implement workflows for users with different access rights
online payments for my invoices
people management
great analytics – reports, dashboards

Our projects

CRMs in our offer:

Zoho CRM

Zoho CRM offers a solid platform for managing customer support, opportunities, inventory, leads, and marketing efforts, including email campaigns you can launch from within the service. Zoho CRM has a bundle of features, including word processing, database functions, collaboration, and project management. In addition to what comes as part of the program, you can purchase third-party applications to meet nearly any company’s needs.

There are three CRMs in the Zoho portfolio:

Zoho CRM – free trial – pricing from $14 to $55
Zoho CRM Plus – it is a set of 10 apps popular among small businesses ( they are a part of Zoho One, too)
Bigin – a simple CRM with basic features

You can enable many extensions: Zoho apps, Google, Microsoft, and 3rd parties apps from Zoho Marketplace. Most of them are free of charge. For example, Microsoft Office Outlook allows you to synchronize contacts, calendars, and tasks between the two programs.

You can find all the details of Zoho CRM versions on our website and Zoho CRM site.

We help in choosing the best option for your business. Zoho prepared an easy questionnaire for selecting the best choice yourself here.

Zoho One

45 EUR per employee/month or 37 EUR per employee( paid the yearly fee)

Simplify how your entire business runs with Zoho One. One integrated application suite for one price billed on one invoice. This high-impact approach to software—packing an incredible amount of technology into an impossible price—isn’t new to Zoho.

Zoho One includes a powerful toolkit to customize, extend, and integrate our software to fit your organization. It consists of 55+ apps, including Zoho CRM, Campaigns, Desk, Project, Invoice, Books, Inventory, Meeting,

More information here

Overall features of all Zoho One apps:

Single Sign-On YES

Active Directory Sync YES

Password Sync YES

Centralized User Management YES

Centralized Application Management YES

Custom Apps YES

Mobile Apps YES

Marketplace AppsNew YES

Domain Verification YES

Conditional App ProvisioningNew YES

Custom FieldsNew YES

Usage Stats/ReportsNew YES

PhoneBridgeNew YES

Security Policies

Multi-Factor Authentication

Touch ID/Face ID

YES

IP Restrictions YES

Password Policy YES

Yubikey New YES

Groups

Group Level Security Policies Customizable

Centralized Group Management YES

Support

24*5 Support YES

Salesforce

Hubspot

Monday

Monday CRM is a customizable customer relationship management platform designed to help businesses manage sales processes, track leads, and enhance team collaboration. It offers customizable pipelines, contact and deal management, email integration, and sales forecasting. Its user-friendly interface and flexibility suit businesses of various sizes, including small enterprises.

Pricing:

Monday CRM offers several pricing plans, each with specific features and storage capacities:

– Basic: $12 per user per month (billed annually). Includes unlimited contacts and boards, customizable pipelines, and 5GB of storage.

– Standard: $17 per user per month (billed annually). It adds email integration with Gmail and Outlook, an AI email generator, invoicing, and 20GB of storage.

– Pro: $28 per user per month (billed annually). Offers sales forecasting, mass emails, email tracking and automation, sales analytics, and 100GB of storage.

– Enterprise: Custom pricing. Provides advanced features like lead scoring, team goals, advanced analytics, and 1,000GB of storage.

A 14-day free trial allows users to explore the platform before committing.

Pros for Small Businesses:

– Customization: Highly customizable to fit specific business needs, allowing the creation of tailored pipelines and workflows.

– User-Friendly Interface: Intuitive design makes it accessible for users with varying technical expertise.

– Integration Capabilities: Integrates with various third-party applications, enhancing functionality and streamlining workflows.

– Scalability: Suitable for businesses of different sizes, with features that support growth and evolving needs.

Cons for Small Businesses:

– Limited Features in Lower-Tier Plans: Entry-level plans may lack advanced features like lead scoring and extensive automation, available only in higher-priced tiers.

– Support Limitations: Some users have noted limited support options, such as the absence of phone support, which could be a drawback for businesses requiring immediate assistance.

– Cost Considerations: While competitively priced, the cost can add significantly for small businesses when scaling up the number of users or accessing advanced features.

Bigin

Bigin by Zoho CRM is miles ahead of other CRMs when it comes to small and micro businesses, and

its low pricing is the icing on the cake.

There is a free-of-charge version for one user. Other pricing is quite affordable -$7-13

It is a CRM specifically built for small businesses. It offers excellent features like multiple pipelines, workflow automation, and crucial integrations that help you grow faster.

Bigin is a simple CRM with basic features like Pipedrive; effortless start, you can choose templates for your industry and set it up step by step.

Bigin - Zoho

These are the basic features of Bigin:

Team Pipelines (3)
50,000 Records
Automation with Instant Workflows (10)
Email & WhatsApp Business Integration
Mass emails with email insights
Telephony
Zapier, Zoho Desk, Zoho Campaigns, and Zoho Forms Integration
Apps for iOS, iPadOS, Android and macOS
Developer APIs
No-code forms for contacts & pipelines
10 custom fields/module
Customizable dashboards with charts and KPIs
Integrate with Zoho Books/Invoice, Zoho CRM and Zoho Meeting
Integrate with Google Workspace, Microsoft 365, Zoom Meeting, Mailchimp and Twitter
Additional capabilities via Toppings

Agile CRM

is a very simple to use CRM and marketing automation tool. It has plenty of very good features. Free for 10 users but you will see soon that it only premium version is worth buying.

50,000 Contacts & Companies
Custom Data Fields
Lead Scoring
Unlimited Deals, Tasks & Documents
Appointment Scheduling
Custom Deal Milestones
Email Tracking
2-Way Email Integration
Custom Deal Tracks
2-Way Telephony

The Starter version is for 8.99$ per month has everything what “Free of charge” version has and a plus:

Email Campaigns
Web Engagement
Contact Level Analytics
Form Builder
Email Templates Builder
Landing Page Builder
5,000 Emails (Branded)
Web-to-Lead
Marketing Automation
Social Monitoring
Mobile Marketing

Some add-ins are paid in all versions. But it is very easy to use CRM.

I love it for its many easy-to-built automation rules and many integrations with 3rd party software. The last year 2017 it received plenty of prizes on the market.

agile crm - small business crm

Our basic requirements for CRM are the following:

Our projects

Improving Customer Retention with Magento 2 and Mailchimp CRM Integration

Zoho Inventory for Mr. Shrinwrap Magento shop

Salesforce to Zoho CRM migration

CRMs in our offer:

There are three CRMs in the Zoho portfolio:

Overall features of all Zoho One apps:

Pricing:

Pros for Small Businesses:

Cons for Small Businesses:

These are the basic features of Bigin:

Agile CRM

Ready to get started?

Let’s have a meeting to discuss it.

Digideo eCommerce CRM consulting

New York, USA