CRM Solutions for Small and Medium Sized Businesses

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01
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Part
01

CRM Solutions; Salesforce & HubSpot CRM

The HubSpot CRM and Salesforce CRM are software as a service (SaaS) platforms. HubSpot CRM is completely free while Salesforce CRM offers an Essential package, starting from $25 per user per month.

SALESFORCE CRM

Pricing

Type of Solution

Subscription Terms

  • Customer subscription to any cloud edition is not "contingent on the delivery of any future functionality or features." These will be paid separately.
  • Customers are also limited to the number of users per cloud subscription paid. However, if the customer wishes to exceed a contractual usage limit, he or she will "execute an Order Form for additional quantities of the applicable Services."

Pros

Cons

Significant Features

  • The core features of Salesforce include Contact Management, Customer Engagement Tools, Workflow Creation, and Task Management.
  • Other key features are Opportunity Tracking, Collaboration Tools, Analytics, and Intuitive, Mobile-Ready Dashboard.

HUBSPOT CRM

Pricing

Type of Solution

Subscription Terms.

  • Customers are not allowed an option to increase the email send limit in HubSpot CRM solution.

Pros

Cons

  • HubSpot CRM solution offers basic reporting — the limitation "is that it’s difficult to report on data that wasn’t collected in HubSpot.
  • HubSpot is a newly emerged solution and as such it lacks most of the features present in some CRMs.
  • Companies with "highly complicated sales processes might find it difficult to adapt the HubSpot CRM to their needs," since it lacks flexibility.

Significant Features

Part
02
of five
Part
02

CRM Solutions;  Zoho CRM  & Microsoft Dynamic 365 

Zoho CRM is a complete software as a service (SaaS) platform. However, Microsoft Dynamic 365 supports both on-premise deployment and on-cloud deployment (SaaS).

ZOHO CRM

Pricing

Type of Solution

Subscription Terms

  • Payments for subscription plans "of a duration of less than a year can be made only by Credit Card."
  • Consent to renew a subscription must be made at least seven days before the renewal date.

Pros

Cons

Significant Features

  • The main features of Zoho CRM include CRM Analytics, Developer API for Third-party Integration, and Document Library.
  • Other key features are Gamification, Integration with Microsoft Office & Outlook, Marketing Automation, Mass Email, and Multiple Currencies.

MICROSOFT DYNAMIC 365 

Pricing

  • Microsoft Dynamic 365 CRM offers subscribers a Customer Engagement Plan for a "base license of $95 per user per month and then an additional pay of $20 per user a month to "attach" more licenses for the modules they want."

Type of Solution

Subscription Terms

  • The Customer Engagement plan offers "one non-production instance per tenant, shared across all Customer Engagement Plan Business Applications."
  • Customers are at liberty to "choose between a license that includes “core” features, or one that includes everything the app has to offer."

Pros

Cons

Significant Features

  • Microsoft Dynamic 365 main features include contact & account management, call center features, customers support portal, case management, and partnership relationship management.
Part
03
of five
Part
03

CRM Solutions;  Zendesk Sell  & Nimble  

Nimble CRM and Zendesk Sell are cloud-based software as a service (SaaS) solutions. Additionally, Zendesk Sell is available for on-premise deployment.

ZENDESK SELL CRM

Pricing

  • Zendesk Sell is available starting at just $19 per month (Team plan)and comes in three additional plans priced at $49 (Professional plan), $99 (Enterprise plan), and $199 (Enterprise Elite plan) per user per month, respectively.

Type of Solution

Subscription Terms

Pros

Cons

Significant Features

  • Zendesk CRM's main features include Customized sales pipeline, Full featured mobile CRM, Email Integration (includes Gmail), Click to dial and call recording, Task automation, Sync API, and Activity Reports.

NIMBLE CRM

Pricing

  • Nimble CRM is available in just one plan — $25 per user per month or $19 per user per month, billed yearly, paid upfront.

Type of Solution

Subscription Terms

Pros

Cons

Significant Features

  • The software key features include Relationship Management, Data Enrichment, Marketing & Outreach, Prospecting, Pipeline Management, Apps & Add-ons, Customer Support, and Integrations.
Part
04
of five
Part
04

CRM Solutions;  Pipeline Deals  & Sugar Sell (Formerly SugarCRM)

PipelineDeals CRM and Sugar CRM are software as a service (SaaS) platforms. Sugar CRM also supports on-premise deployment.

PIPELINEDEALS CRM

Pricing

Type of Solution

Subscription Terms

  • The Free trial gives prospect subscribers' access to the Grow plan CRM capabilities for 14 days.
  • Subscription payment is currently made through a credit card.

Pros

Cons

Significant Features

  • The main features of PipelineDeals include activity tracking, sales pipeline visibility, sales goals, and data importing.
  • Other key features are integrations, deal management, mobile access, sales team coordination, and account customization.

SUGAR SELL CRM

Pricing

Type of Solution

  • Sugar CRM can be deployed on both the cloud and on-premise. Therefore, the solution is both a SaaS-based solution and an on-premise solution.

Subscription Terms

Pros

Cons

Significant Features

  • Sugar CRM key features are "Lead, opportunity, account and contact management, Reporting and dashboards, Product catalog and Quote management, Sales forecasting, and Business process management (BPM)."
Part
05
of five
Part
05

CRM Solutions;  FreshSales &  Agile CRM 

Freshsales CRM & Agile CRM are software as a service (SaaS) platforms.

FRESHSALES

Pricing

Type of Solution

Subscription Terms

Pros

Cons

Significant Features

  •  Freshsales' main features include lead tracking, event tracking, deal tracking, one-click phone, sales management, 2-way e-mail sync & tracking, and intelligent workflow.

 AGILE CRM

Pricing

Type of Solution

  • Agile CRM is a cloud based SaaS service "that is mobile-ready, fast, and simple to use."

Subscription Terms

  • Agile CRM monthly subscription is a "month-to-month, pay-as-you-go service."
  • "No refunds will be made" from Agile CRM on any of "the Monthly, Yearly & Bi-Yearly plans."

Pros

  • The Agile CRM is "easy to use with great integration capabilities."
  • The solution offers free set up and landing page builder.

Cons

Significant Features

  • Agile CRM's main features include 360 degree contact view, calendar sync, events tracking, analytics, email tracking, social marketing, project management, advanced reporting, and deal tracking.
Sources
Sources