- An analytics dashboard where you can evaluate the performance of your sales agents and view their conversations in “ghost” mode, with the option to intervene if necessary.
- A chat transfer system to send the most complicated queries to the most qualified agents.
- A department system that allows you to bring your entire company to WhatsApp and improve customer service efficiency.
- A database automatically updated with information collected in your chats.
#5 Hubspot CRM
HubSpot is an all-in-one marketing and sales specific database by industry platform that helps businesses attract, engage, and close more leads. HubSpot offers a wide range of tools, from customer relationship management (CRM) to marketing automation, data analytics, and social media management.
With HubSpot, you can easily create your own website and blog, create custom email campaigns, automate repetitive tasks, and create detailed reports on your business metrics. Plus, the platform offers seamless integration between its marketing and sales tools, allowing your sales team to have a complete view of the entire prospecting process.
This CRM also offers a wide range of free educational resources, from webinars to downloadable templates, to help you improve your marketing and sales skills. Plus, it provides a wide range of integrations with other third-party tools, such as Salesforce and Zapier, to further improve your team’s efficiency.
#6 Zapier CRM
Zapier is an automation platform that 4 consumer insights that will boost your marketing strategy allows businesses to integrate over 2,000 different apps and tools. With Zapier, you can automate repetitive and tedious tasks, such as transferring data between apps, scheduling emails, and assigning tasks.
The platform also offers a wide range of analytics and tracking tools, allowing you to make informed decisions and improve your results. Additionally, Zapier allows for the connection of apps that normally can’t be connected, helping to save time and improve the efficiency of your sales and marketing processes.
This sales management CRM also offers a wide range of free educational resources, from tutorials to quick-start guides, to help you improve your automation skills. Plus, the platform offers a variety of plans, pricing, and integration options, making it accessible to businesses of all sizes and budgets.
#7 Freshsales
Freshsales is a CRM for sales control whose most competitive advantage is its intuitive interface, which can be easily managed by businesses of any size. It has tools that are not common in a CRM, such as telephone and email. It also allows you to measure the result of each interaction with your customers.
Freshsales starts at $15 per month, but this starter plan only includes basic features like email management, sales team, and statistics. While its most attractive features like analytics and process automation come with the $25 per month plan.
#8 Insightfully
Insightly is a customer relationship management platform that focuses on helping businesses effectively navigate their sales and pipeline processes. With Insightly, you can have a complete and detailed view of your sales opportunities and pipelines at every stage of the process.
The platform also offers automation tools such as email automation and task scheduling. Additionally, it can help you improve collaboration and communication across your sales and project teams by offering task tracking and responsibility assignment features.
It is possible to integrate with third-party tools such as Google Apps, Mailchimp, Shopify, WooCommerce, Slack and 20 more that can further simplify the management of your sales and projects.
This sales CRM has a free plan for growing businesses with a limit of two users. Perfect for a small team and moderate sales volume. However, for larger teams it can be very expensive, since for each new user in its interface there is an additional charge of US$29.
#9 Streak
If you’re starting a business on digital platforms and you still don’t know which sales CRM to use, Streak can be a good option. It offers a free version with a limit of 500 contacts, plus it integrates with your business email and aligns with all of Gsuit’s features.
However, if you start to get a larger flow of clients, india data and you need to improve your processes based on data, one of their most popular plans costs only US$69 and has no contact limit, plus it comes with advanced reporting, process automation, and more.
#10 Microsoft Dynamics 365
Microsoft Dynamics 365 is a CRM that focuses on helping businesses improve their sales and customer service processes. It offers a wide range of automation, analysis and sales tracking tools, as well as integration options with other Microsoft tools, such as Excel and Outlook.
Dynamics 365 lets you manage and visualize every stage of your sales cycle, from lead generation to customer conversion. It also provides real-time conversion tracking and analysis tools.