New CRM for Public Affairs Teams – by Quorum Analytics

Introduction to CRMs – And Why Your Business Needs One

If you’re anything like us and many businesspersons, you have likely had to dig through your email inbox a time or ten to search for information for a particular, useful contact. Whether you have yet to invest in a customer relationship management (CRM) software or have an outdated or useless platform now, you need to consider getting a new CRM for your business.

In the end, you will save time, your team will save time, the CRM can do a lot of the automated work for you, and can make end-to-end decisions simpler from day to day.

CRM platforms (in which you can read dozens and dozens of reviews of the world’s best here) allow businesses small, medium, and large to interact with people, partners, vendors, potential clients, existing clients, and more. This software allows you to maintain an organized record of everyone you come into contact with as well as a great relationship for long-term branding, marketing, and reputation.

This allows you to take advantage of the benefits nearly immediately — from the now to long-term business projections. Keeping in touch with partners, vendors, clients, customers, and potential customers is a huge part of establishing a good business and personal relationship that will help to establish your business as professional and trustworthy (not to mention efficient).

Many CRM softwares these days are cloud-based, which means you can get started immediately and you won’t have to worry about having a software installed on-premise (or the huge costs associated with that). Cloud-based solutions are great because they are cheaper, they don’t cost anything to maintain on your part, updates are automatically implemented, you can take your CRM mobile (and even off-line in many cases) on your smartphone or tablet devices, and much more.

In fact, not only is flexibility and functionality a huge plus with modern, cloud-based (web-based) CRMs, but you can access it from anywhere, in any browser with an internet connection. Your data is always backed up automatically so you don’t have to worry about data or information loss. You can allow your team to become users and you can keep track of their work as well, in one central platform. Also, many CRMs these days offer more than customer service options — many include marketing platforms (email marketing, social media), branding, analysis, and other additional packages.

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Public Affairs

Now that you know a little more about CRMs and how they can benefit any business — we at crmsoftware.org realized that there weren’t any CRM platforms built specifically for the needs of public affairs professionals — until now!

Before explaining who the new CRM on the block is, it is important to note that there are an incredible number of CRM platforms out there for general use, broad usage, sales, finances, legal / litigation, real estate, marketing, technology, SMBs (small-medium businesses), and many other specific industries and general use.

There wasn’t, however, a CRM that fulfilled the needs of an important industry that has a crucial need to keep track of a massive amount of people: Public Affairs.

Quorum Analytics

The intelligent folks at Quorum Analytics have decided to fill the gap in this area of customer relationship management software and they have used their DC-based startup which is well-known for legislative tracking software, to create a new product called “Quorum Stakeholder Engagement.”

Also called Stakeholder Engagement for short, this CRM was created by Quorum Analytics to service the Public Affairs industry. It takes the information that is traditionally scattered in old email threads and in spreadsheets and puts it into a central location, says Alex Wirth, co-founder of the company. “We’ve built a platform that facilitates efficient workflow and maintains your team’s institutional knowledge.”

Having a dedicated CRM for the public affairs industry is huge — this type of organization can really change the efficiency of a company and through the ‘trickle-down’ effect, can end up making workflow easier and make communication more consistent and easier to accomplish with individuals that a public affairs team is in contact with.

The CRM platform isn’t just for organization, however — this CRM features additional tools such as “Quorum Outbox,” which gives the user(s) the ability to send personalized emails to stakeholder via HTML templates. The goal of this CRM and communications tools is to help public affairs teams organize their information and stakeholder contact information — in addition, with the additional tools given in this platform, they can interact and strategize around that information, which can make all the difference in the world when approaching a contact.

The Quorum Analytics Team

Public Affairs Industry Needed a Dedicated CRM

The industry of public affairs is not one that can use a general CRM — it really did need its own industry-specific software and up until Quorum Analytics, there was no company creating the right software.

Wirth expanded upon this, saying that “most of the public affairs professionals in our target market are not currently using a CRM. The most common thing I’ve seen is people using an excel spreadsheet where they list their stakeholders and then keep track of them from there.”

This means that since no CRM was doing the job that public affairs professionals needed, that they just went without a CRM platform completely and relied on spreadsheets and manual searching to get their work done.

Not only is using a CRM for public affairs an upgrade, but since this CRM was created specifically for the industry, you will find that its functions, features, and tools will always be useful and intended to take on the challenges and exact needs of the industry.

The Quorum Stakeholder Engagement CRM platform integrates with Quorum’s existing software products as well, which means that “public affairs teams can keep all of their stakeholder engagement efforts with elected and not elected stakeholders in the same place,” Wirth stated.

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Conclusion

This CRM can benefit those in the public affairs industry who don’t currently have a CRM or are looking to get one that was created for this specific use. While many PA companies have had to use spreadsheets or have tried to adapt a sales or marketing CRM for their use — these are not solutions that work and can have an even worse impact on your company than doing things manually.

Now that Quorum Analytics paid attention to client needs, this CRM is available for the industry — you get rid of your ill-matched CRM or your Excel spreadsheets — this Public Affairs CRM is ready to make your job easier, more enjoyable, and way more organized.

Quorum: https://www.quorum.us/


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Take Your CRM to the Next Level: Integration, Personalization, and Customization are the Keys to Success

Most businesses believe that they are using the most of their customer relationship management system (CRM), and many admit that they know they are not but continue to use limited features and pay the subscription fee anyways. Save yourself money — and more importantly, use your CRM so that it works for the benefit of your business, like it’s supposed to — and take it to the next level.

There are so many things you can do to improve the use of your CRM. Consider for a moment that making a few changes in how much effort you put into using your CRM software correctly can pay off on a real and tangible level — why wouldn’t you use your CRM that you’re already paying for, more effectively, to add monetary value to your business?

Whatever your reasons are, there are a few tips below that can help you get the most out of your CRM and get a better ROI (return on investment).

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Out-of-the-box isn’t enough: Personalize your CRM

Personalize Communication

While this first tip seems like a complete no-brainer, most companies still do not personalize their communication within their CRM software — they either download or sign in — and let the CRM do the rest. Take that extra step and personalize your communication in order to build customer confidence in your business/services and products.

Personalizing makes a huge difference in read and response rates — products are commoditized, so you need to differentiate your business from others — and the way to do this is by personalizing your communications with your potential and existing customers.

Knowing what channels a customer prefers to communicate through and leveraging the customer’s past history of service issues and purchases can make all the difference. Try sending customers proactive personalized emails on complementary products to the ones they may have already purchased. If you know a customer dislikes social media but prefers email (or vice versa), you can contact customers according to their preferences and increase your odds of additional sales.

You can also use things such as alert, which few companies take advantage of. However, in order to send alerts (such as sending a customer an alert email on a product they would purchase only when it is on sale), you need to do something first — have a unified customer record.

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Unify Your Customer Record

Very few companies make sure they have a unified customer record — however, it is crucial to achieving personalization, customer satisfaction, and relevant messaging to potential and existing customers. Your CRM software should record every interaction with customers through any and all channels.

If your business systems are integrated, this is not difficult — but most of the time, businesses use one tool for email-based customer service agents and another for call center agents (and sometime a third for the marketing group) — this is too compartmentalized and your business only suffers when it is compartmentalized.

Integration between departments is a must-have. If your departments and groups are not sharing information or communicating, either due to internal waring or lack of system integration, then you are missing out on revenue. It’s as simple as that.

With system integration comes a more complete view of customers — a unified record that all employees and departments can pull from when needed. This is important in additional ways that may not be initially obvious. For example, if a customer had service issues on a transaction in the last month, you will know it would be best to avoid targeting them with a sales email or call — you can also send them complimentary offers through their preferred channels based on past purchases.

Remember, CRM is not just an acronym — it’s customer relationship management — the key to business.

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Upgrade your CRM Technology

If you are sitting on a years-old CRM that was installed five or even ten years ago — it’s time to upgrade. Most CRMs haven’t been touched since they were installed and that’s a shame because the technology has improved significantly in the past few years. Not only do you no longer need on-premise installation but you can run the best CRM systems from the cloud.

With technology offering huge advantages such as social media integration, plug-in/add-ons, advanced analysis, marketing bundles, personalized customer services, and more, today’s CRMs are better than ever and more versatile to boot.

Common software upgrades include new mobility options, social media capabilities, proactive notifications, alerts, and other functions that will allow your business to better understand your customers and their shopping behaviors.

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Integrate with Social Media

Social media is one of the most important additions to newer CRMs. These tools will let you participate in a range of social media platforms while keeping track of response analysis, receiving full monitoring, and tracking one’s marketing tools.

Once you add social media to CRM software, it gives you a great opportunity to communicate directly with customers and have them come directly to you based on their interests. The key to making social media work for your business in a CRM context is to spend more time listening — not messaging. If you listen to the trends, see what people are posting and sharing and liking, and reading your analysis right, you can then respond most effectively in a way that will bring monetary value to your company (as well as establish a positive reputation).

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Add a Full/Advanced Analytics Tool

Upgrade or choose a CRM system that offers a full-fledged/advanced analytics tool. To truly get the most of your CRM, you have to know that you are hitting all of the cylinders with your customers. This means tactical measures such as marketing, sales figures, ROI, profitability, social media integration, and more. However, newer areas such as social media are more difficult to measure and analyze than sales figures and email tracking.

The best way to analyze is to employ a CRM with business intelligence tools — companies such as SAS, Oracle, and SAP are offering on-demand and on-premise tools such as this. To better understand your data and turn it into actionable information, advanced analytics tools made to analyze different areas of your business are crucial. Compare CRM softwares and cut out the ones without the analytics tools that you need.

With your new full-fledged analytics, you can then fine-tune your approach to specific campaigns, existing customers, and potential customers. This will increase your ROI on your CRM system and increase the revenue of your business. Just take the time to make a few changes when it comes to personalization, upgrading, and investing in your CRM.

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ProsperWorks CRM: Review

What is ProsperWorks?

ProsperWorks is a customer relationship management (CRM) software that is cloud-based, reasonably priced, and offers solutions to a variety of industries. With everything from email integration, customer data features, opportunity management, and intelligent interaction features, this CRM software is useful for a ton of industry solutions.

In addition, if your business uses Google, ProsperWorks CRM is highly recommended by Google for G Suite integration.

Intended Users

ProsperWorks CRM is great for use with both small and medium businesses (SMBs) as well as large enterprises. This cloud-based CRM can be used on a variety of platforms that make this software ideal for just about any business, regardless of computer systems used or size of business.

Industries that can benefit from this software include real estate, advertising, distributions, sales, and more.

Customers

  • Google
  • Peugeot
  • Fancy
  • USV
  • AppLift
  • Pivotal
  • Udacity
  • Target
  • Palantir.net
  • eShares
  • Il Fiorello

Platforms

  • Windows
  • Mac OS
  • Web Browser (OS agnostic)
  • Mobile Suite

Features

There is a range of features that ProsperWorks CRM offers to give their users an all-in-one cloud-based experience that offers everything from reporting, customer relationship management, Google Suite integrations, and mobility.

  • G-Suite Integration
  • No Manual Data Entry
  • No Lost Emails
  • Email Tracking
  • Automated Tasks
  • Team Activity Tracking
  • Multiple Pipelines
  • Gmail Chrome Extension
  • Google Sheets Add-on
  • Pipeline Reports
  • Lead and Sales Dashboards
  • Forecast Management
  • Activity Tracking
  • Leaderboard
  • Goal Setting
  • Today Dashboard
  • Sales Dashboard
  • Leads Dashboard
  • Enterprise-Grade Security
  • Mobile Suite
  • Integrations

Free Trial

You can try ProsperWorks CRM for a free 14-day trial at: https://app.prosperworks.com/users/sign_up.

All you need is your name and email address to get started.

Plans & Pricing

There are four ProsperWorks plans to choose from: Basic, Professional, Business, and Enterprise.

Basic Plan

Price: $19 / month

  • Users: Up to 5
  • Google Integration (Google Apps, Gmail, Calendar, Hangouts, Drive, and Sheets)
  • Mobile App (Android and iOS mobile devices and tablets)
  • Google Chrome Extension (Close deals from inside Gmail inbox)
  • Basic Integrations (Integrate with over 150 software platforms across HR, Marketing, Accounting, and more with Zapier)
  • Basic Reporting (Sales Tracking)
  • Online Support (Knowledge Base Articles and Email)
  • Sales Forecasting (Based on deals in Pipeline)
  • Records: 30,000 maximum (e.g., Lead, Opportunity, Contact, Company, Project)
  • Custom Fields: 5 (Leads, People, Tasks, Projects, Companies, etc…)
  • Storage Space: 2 GB
  • Self-Service Support

Professional Plan

Price: $49 / month

This plan includes everything that the Basic Plan does, PLUS:

  • Users: Unlimited
  • Records: 100,000
  • Custom Fields: 25
  • Storage Space: 200 GB
  • Email Open Tracking
  • MailChimp Integration
  • Task Automation (assign follow-up tasks)
  • Activity Reporting (track user activity by number of emails sent, phone calls made, or custom activity type)
  • Permissions and Visibility
  • API

Business Plan

Price: $119 / month

The Business Plan includes everything from the Professional Plan, PLUS:

  • Users: Unlimited
  • Records: 500,000
  • Custom Fields: 100
  • Storage Space: 500 GB
  • Goals (set and track objectives)
  • Leaderboard (team motivation)
  • Lead and Activity Insights (see which activities and lead sources are driving the most pipeline to maximize sales team output)
  • RingCentral Integration (integrate RingCentral phone system so you can make and receive calls and automatically log notes)
  • Premier Success Package

Enterprise Plan

The Enterprise-grade plan offers customized integration and everything your large business or corporation needs for a top-notch CRM. You must contact ProsperWorks CRM for more information on how they can help you create the perfect plan for you.

Contact: https://www.prosperworks.com/contact

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Intended Users

Infusionsoft is intended for use by SMBs as well as larger businesses, depending on the plan you choose. The CRM software is the perfect size for small businesses in particular, where maintaining customer relationships and using automated marketing (included in this software) will make a potential difference in sales growth.

Platform

  • Online, SaaS, Web
  • Mobile

Infusionsoft Mobile

Infusionsoft has the added benefit of mobility from a variety of devices. You can manage contacts, automate marketing, from anywhere at any time. The features of this platform are geared towards small businesses on the go.

  • Upload, Edit, and Access Contact Information
  • Communicate with Customers
  • Add Tags to Trigger Automated Follow-Up and Campaigns
  • Create, View, and Complete Tasks

 

Features

While the Infusionsoft plans all include the CRM software — they also each focus on another software aspect such as sales, marketing, etc…

Focusing on the CRM features, Infusionsoft does a good job for Small Businesses. The customer relationship management included in this software is intended to keep your business organized as well as staying on top of customer communications.

Contact Management

Arguably the most important feature of a CRM software is contact management. This feature allows you to collect informational data regarding your leads and to organize your contacts so you can save yourself hours of work. You can manage their detailed individual records, upload, and store information on your laptop, desktop, tablet, or smartphone.

  • Contact Information
  • Task and Appointment History
  • Orders and Account Balance
  • Lead Score and Lead Source
  • Website Activity History
  • Interactions with your Brand

Data Management

For small businesses just starting out as well as larger businesses swimming in a sea of contacts and leads, Infusionsoft’s CRM claims to make it easier to speed up data management by simplifying the process and allowing for mobile, on-the-go features.

Some of the benefits of this feature includes:

  • Updating, Editing, Exporting, or Triggering Automation in Batches
  • Add Contacts on-the-go from your Mobile Device
  • Get Help Importing Data into the Platform
  • Automatically Check for Duplicate Records

Segmentation

This feature is important in a CRM and is the difference between sending the right message to the right people, or botching up your marketing intake data. With segmentation, if done correctly, you can use it to forge a stronger connection with new, potential, and existing customers with lists based on criteria such as:

  • Lead Score
  • Demographics
  • Email Clicks
  • Payment History
  • Purchases

Lead Scoring

Lead scoring is incredibly important in any business. With this CRM feature, you can spend time following up with potential and hot leads who are on the edge of becoming customers (and less time following up with those who will never buy). You can assign scores to each contact based on:

  • Demographics
  • Interactions
  • Behaviors

Task Management and Calendar Management

This feature of Infusionsoft offers users with the tools they need to simplify the chaotic nature of business management. This tool helps to prioritize, organize, and work through sales activities — all in a single location.

With it, you can:

  • Set Reminders for Tasks
  • Manage your Appointments
  • Link Tasks to Individual Contacts
  • Automatically Generate Tasks based on Contact Behavior
  • Streamline your Workday

Plans & Pricing

There are five different plans you can choose from by Infusionsoft. Each plan includes the CRM software — otherwise each plan includes different features and is intended for a different amount of customer support capacities and functions.

There are two steps to take when choosing a software plan with Infusionsoft. First, you choose a plan out of the five below. Then, you choose your “Kickstart” package (there are three options), which will help you to get started. A Kickstart package is required. The Kickstart package is a one time fee.

All plans can be subscribed to via an annual contract agreement with a monthly billing plan.

Essentials Plan

Price: $199 / month

Users: 3

Contacts: 2,500

Emails / Month: 12,500

  • CRM
  • Marketing Automation

Deluxe (Sales Automation) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • Sales Automation

Deluxe (E-commerce) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • E-commerce

Complete Plan

$379 / month

Users: 5

Contacts: 10,000

Emails / Month: 50,000

  • CRM
  • Marketing Automation
  • Sales Automation
  • E-commerce

Team Plan

Price: $599 / month

Users: 100

Contacts: 20,000

Emails / Month: 100,000

  • CRM
  • Marketing Automation
  • Sales Automation
  • E-commerce

Choose your Kickstart Package

Step 2 requires that after choosing one of the plans above, that you choose one of the three Kickstart packages below. Whether you need some help getting started or already have big ideas in mind, this package will help you get going. As a new customer, it is required to choose a Kickstart.

Note that the Kickstart package is a one time fee, and not a part of your annual or monthly billing.

Kickstart Lite

Price: $999 (one time fee)

This package is best for small or medium businesses that are looking for only the basic range of guidance from an Infusionsoft expert as they get started with their software. If you are good with technology, the Lite package is ideal because it saves you money but still makes the one time fee worth your while by offering you:

  • Free one-on-one work with your personal coach to identify the most effective strategy for your business
  • Launching a campaign to your list within the first two weeks, then you can take it from there.

Kickstart

Price: $1,999 (one time fee)

This Kickstart package is for businesses who require a bit more in-depth guidance by an expert in order to feel comfortable and get the most out of their Infusionsoft software. If you need extra help getting yourself started, this package is ideal.

  • Work one-on-one with your coach and identify an in-depth strategy for your business
  • Launch 3 campaigns to your list, then you can take it from there

Kickstart Pro

Price: $2,999 (one time fee)

The Pro package is an excellent investment for businesses who have an effective strategy in place. This plan is for those seeking an accelerated alternative to doing everything yourself — Infusionsoft’s in-house experts will set up the software for you so you can focus on your business and other priorities. This is truly an all-in-one package.

  • Customize the project scope in order to meet your unique business needs
  • Fully offload your implementation of a project to the experts

Free Demo

You can request a free demo at the following link: https://www.infusionsoft.com/demo

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Intended Users

Hatchbuck is intended for use by small and mid-size businesses in just about any industry who needs better ways of managing their vendor and customer contacts, improving their follow ups with customers, and marketing their business to gain more customers.

Nearly any industry can use Hatchbuck to aid in their business, including:

  • Advertising Teams
  • Consulting Firms
  • Hospitality
  • Real Estate
  • Sales

…and more!

About Hatchbuck

Founded in 2012, Hatchbuck is both a customer relationship management software (CRM) as well as a marketing automation software that focuses on ways to allow businesses to keep track of their customers, contacts, follow up and respond to questions, and find new customers.

This sales, marketing, and CRM software is great for driving sales, keeping the channels of communication open to customers, and nurturing prospects. Highly rated among users, Hatchbuck is certainly a CRM and marketing software to look at for your business.

Deployment

  • Cloud, SaaS, Web

Hatchbuck runs on both PCs (Windows) and Mac computers and is mobile friendly. You can access your software with any device with an internet connection, including tablets, smartphones, iPads, and so forth.

  • Mac OS
  • Web Browser (OS Agnostic)
  • Windows 8
  • Mobile Browser

 

Features

This all-in-one software is a CRM/Marketing/Sales platform that combines everything you need to market your business, turn conversations into customers, retain your customers, and manage your contacts and relationship with your customers. From email marketing, CRM features, automated marketing, sales features, and social media, Hatchbuck also provides marketing agencies in particular with an alternative solution for small business clients.

The user dashboard will offer a real time insight of your business at a glance, which will allow you to make the right moves to increase business, sales, marketing, and customer support.

 

  • Campaign Segmentation
  • Analytics / ROI Tracking
  • Contact Management
  • Email Drip Campaigns
  • Lead Management
  • Landing Pages / Web Forms
  • Lead Nurturing
  • Lead Scoring
  • Website Visitor Tracking
  • Contact Import (importing from Outlook, Excel, LinkedIn, social media, company website, etc…)

In the marketing automation module, you have a library with 450 email templates that can be used as-is or assembled using the template builder. You can set up automatic emails for specific groups of contacts as well as track the progress of campaigns.

Each contact has a full activity history that is used to track communication and make sure that your team is on the same page and up to date with everything that needs to be done. You can even add tags to contacts for additional organization.

Your contacts can also be imported from: Excel, Outlook, LinkedIn, etc… while new leads can be captured from company websites, a blog, or social media websites with a very straightforward and easy to use Drag and Drop form builder.

 

CRM & Sales Features

With this CRM, you can remain organized with this Small to Mid-Size business software. Your business becomes more complicated as it grows and there comes a point where using Excel sheets, email folders, and a simple filing system no longer will do it.

This is where Hatchbuck comes in and offers a great alternative to expensive softwares and software that is bloated with useless features. Add any contact on the fly and check out activity going on in real time. There are also hot lead alerts when a prospect is ready to buy!

With organization like this, maintaining your business becomes simpler — it does not weigh you down with more information and issues.

Email Marketing

This feature will turn emails into conversations with customers and with Hatchbuck’s email marketing tools you can integrate this CRM with the data so that you can get a complete story about your contacts and customers. You can grow your email list, get new customers, build amazing email templates, and more, all to get your business growing and customer base booming.

Marketing Automation

With the automated marketing features of this CRM software, this automation will pick up the slack in your business. You can create campaigns that will nurture leads and turn them into customers or clients. You can email them with relevant and valuable emails until they see what the hype is about.

Intelligent actions and notifications are also used to keep the team on track and to make sure that no potential opportunities are missed.

Training and Support

  • Documentation
  • Webinars
  • Live Online Training
  • Support During Business Hours

 

Plans & Pricing

Starting from $59.00 a month, you can choose from a variety of plans to suit the size of your business and needs. However, the great part of Hatchbuck is that each feature is included in every plan. You can also save when you sign up for annual billing as opposed to monthly payments. You also have a third option of semi-annual payments, which is unusual, where you can save 10%.

 

Solo Plan

Price: $59 (billed monthly) or $53 (billed semi-annually)

The perfect plan for freelancers, the Solo plan is exactly like it sounds. For one user, you can have all of the great features of Hatchbuck for a lower price.

  • Users: 1
  • Contacts: 750
  • Email (Sending): Unlimited
  • Quick Start Package Included

 

Small Biz Plan

Price: $99 (billed monthly) or $89 (billed semi-annually)

A step up from Solo is the Small Biz plan. With two users, you can double your contact capacity.

  • Users: 2
  • Contacts: 1,500
  • Email (Sending): Unlimited
  • Quick Start Package Included

 

Team Plan

Price: $199 (billed monthly) or $179 (billed semi-annually)

The plan that is great for a team environment, the Team plan includes:

  • Users: 5
  • Contacts: 5,000
  • Email (Sending): Unlimited
  • Quick Start Package Included

 

Professional Plan

Price: $299 (billed monthly) or $269 (billed semi-annually)

Great for larger team environments, the Professional plan offers:

  • Unlimited Users
  • Contacts: 15,000
  • Emails (Sending): Unlimited
  • Quick Start Package

If you need a plan that can support a much larger contact list, from 50,000 to 500,000, Hatchbuck can help you at the bottom of the following link: http://www.hatchbuck.com/pricing/.

If you are a marketing agency you can contact Hatchbuck about their Agency Partner Program: http://www.hatchbuck.com/partners/.

Free Demo

Hatchbuck does offer a request form for a free demo.

Demo Link: http://www.hatchbuck.com/live-demo/

Free Resources

Hatchbuck also offers a range of free resources in order for marketing and sales teams to make the most of this software. This includes templates, videos, a blog, one-on-one training, and more.

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Freshdesk: Review

Founded in 2010, Freshdesk has succeeded in becoming one of the most well-known cloud-based CRM softwares on the market. With a range of powerful customer-driven features, this easy to use CRM allows companies to offer a seamless, multi-channel support system across the phone, the internet, forums, social media, email, mobile apps, and more.

Intended Users

Freshdesk can be used for all company sizes, Small to Large. This CRM has the capability and robust features to keep up with any size organization.

With over 80,000 current customers globally, any type of company can benefit from Freshdesk. For example: SolarCity, 3M, Hugo Boss, Cisco, University of Pennsylvania, etc…

Based on the affordability and features, this CRM is suitable for the hospitality industry, retail environments (brick and mortar as well as online), IT, insurance, utilities, and other companies.

Deployment

  • Cloud, SaaS, Web
  • Mobile

One of the best parts about Freshdesk’s CRM is that it is entirely web-based, and data is stored in the Cloud. This makes capacity nearly endless, the speed extremely quick, and allows flexibility in accessing this CRM.

The supported OS’s (operating systems) include:

Windows, Mac OS, Linux, HP-UX, Solaris, Unix, IBM OS/400, Web Browser (OS agnostic)

Features

By offering a genuine multi-channel customer support system, this CRM can bring every customer conversation and put it into a centralized interface that is easy to read, easy to use, and organize. Your customer support staff can address issues and resolve trouble tickets with ease.

Customers contact through a variety of ways, from phone calls, email, contact forms, internet chat, social media, and applications, so Freshdesk makes sure that they are capable of helping address customer concerns in all of the ways customers contact you.

Freshdesk can help you:

  • Manage Multiple Groups, Escalation Procedures, Workflows
  • Multiple Products
  • Multiple Brands
  • Automate Multiple Processes
  • Automate Route Tickets to Appropriate Support Agents
  • Multi-Language and Multi-Timezone Capabilities

Customer Communication

Integrations

With Freshdesk, you can also integrate with other leading CRM softwares including:

  • Freshdesk
  • Pipedrive
  • Insightly
  • Nimble
  • Pipeline Deals
  • Salesforce
  • Solve
  • Zoho CRM
  • Batchbook Social CRM
  • Capsule
  • Collabspot
  • Highrise

Social Media App Integrations

With the ability to integrate into other CRM softwares and over 60 tools, Freshdesk CRM is able to pull up customer records and see customer history in an instant.

Security

Freshdesk CRM’s data center is EU safe harbor compliant and all plans include SSL Encryption to keep customer and company data safe. Servers are hosted in a world class data center with 24 hour security and surveillance. Freshdesk software is also continuously up to date with the latest security patches.

Plans and Pricing

Full pricing details here: https://freshdesk.com/pricing

There are 5 Freshdesk plan available: Sprout (free version), Blossom, Garden, Estate, and Forest.

Sprout Plan

The Free Version of this Freshdesk CRM is Sprout.

  • Price: FREE
  • Agents: 3
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets

Multi-Channel Support

  • Standard Phone Channel

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA Management

  • Business rules management through SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, and description
  • Suggested solutions

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customizable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Export reports

Customization

  • Custom apps
  • Public customer portal customization

Security

  • Single sign on
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Over 50+ Applications

Reporting

Blossom

  • Price & Users: $16 / Agent / Month
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets
  • Time tracking
  • Integrate customer satisfaction surveys

Multi-Channel Support

  • Standard Phone Channel
  • Multiple incoming and outgoing mailboxes
  • Add unlimited Twitter accounts
  • Add unlimited Facebook pages

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA

  • Business rules management though SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge-Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, description
  • Suggested solutions
  • Community Forums

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customisable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Helpdesk in-desk report
  • Export reports
  • Save reports

Customizations

  • Custom apps
  • Public customer portal customization
  • Custom domain mapping

Security

  • Single Sign On
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Satisfaction surveys
  • Time tracking and invoicing tools
  • 50+ applications

Garden

  • Price and Users: $25 / Agent / Month

You receive everything from the Blossom plan, plus:

  • Freshdesk’s Integrated Live Chat

SLA Management

  • Multiple SLA policy
  • Multiple business hours
  • Product, group, and company level SLAs

Global Support

  • Multilingual Knowledge Base
  • Dynamic Email Notifications
  • Multiple Time-Zones

Multi-Product

  • Product level knowledge-base and community forums

Reporting

  • Ticket drill down in reports
  • Save reports
  • Schedule reports

Customizations

  • Full CSS customization
  • Custom domain mapping

Automated Tasks

Estate

  • Price and Users: $40 / Agent / Month

You receive everything in the Garden plan, plus:

  • Agent collision detection
  • Facebook in-sync app
  • Automatic ticket assignment within group (Round robin)
  • Dynamic ticket forms

Reporting

  • Performance distribution
  • Ticket volume trend
  • Top customer analysis

Customizations

  • Customizable agent roles
  • Complete layout customization
  • Access to FreshThemes gallery

Security

  • Custom SSL certificates (default free)
  • Helpdesk Restriction

Forest

  • Price and Users: $70 / Agent / Month

You receive everything in the Estate plan, plus:

  • Advanced Phone Channel
  • IP Whitelisting
  • Custom Email Servers

 

Free Trial

You can get started with Freshdesk for free for 30 days at: https://freshdesk.com/signup.

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Things to Consider Before Investing in a CRM Software

Marketing 360: #1 CRM Software for Small to Medium Businesses

Really Simple Systems: Review

Intended Users

Really Simple Systems is an affordable and highly respected CRM software intended for SMB (small and medium businesses).

This cloud-based customer relationship management software is straightforward and offers a range of features relating to sales, customer service, account management, marketing, campaigns, and mobility.

This software is secure enough to be used by law firms, financial institutions, government agencies, and other customers from a variety of industries.

Platforms

  • PC: Mac, Windows, Linux

Supported Operating Systems:

  • Windows 7
  • Windows Vista
  • Windows XP
  • Mac OS
  • Web Browser (OS Agnostic)
  • Windows 2000
  • Windows 8
  • Windows 10

Deployment

  • Cloud, SaaS, Web-Based

Features

The sales modules include the following features:

  • Contact
  • Opportunity
  • Activity
  • Task Management
  • Document Management

The marketing modules include:

  • Email Marketing
  • Campaign Management
  • Lead Capture
  • Lead Segmentation

The customer support modules include:

  • Ticket Management
  • Ticket Prioritization
  • Service Level Agreement (SLA) Management
  • Website Integration

All of the modules in this software include a variety of analytics and reporting features.

Security

Real Simple Systems CRM software has a 99.9 percent uptime due to its real-time data replication between two separate data centers. You are virtually guaranteed that your software will be up and running even if one data center is experiencing technical difficulties. This redundancy is secure.

The two data centers are located abroad, in the U.K., which means that your customer information is protected by the EU (European Union) privacy laws.

Your data is kept safe with a sophisticated data encryption and features verticals with stringent data security as well as privacy requirements.

 

Plans & Pricing

There are three plans available: Free, Premium, and Enterprise. The Free plan is detailed in the “Free Version” section below. The other two plans are a pay per month plan.

Premium Plan

Users: Up to 10

Price: Starting at $8 per month

You get two free users and 200 accounts pay-as-you-go. You can easily add more accounts, users, and features as you need them. The price additions will be added to your monthly fee.

The third and subsequent users will make this plan $15 per month. The pricing is a pay as you go monthly fee and is customizable – you can add as you go along.

Within this plan, you receive the following Sales features:

  • 100 Free Accounts, then
    • 200 accounts for $8
    • 300 accounts for $12
    • 300 accounts for $18
    • 500 accounts for $30
    • Additional 1,000 $24

The marketing module features:

  • Simple Marketing for $24 / month
  • Email Marketing (up to 50,000 emails / month
  • DribbleMail
  • Advanced Marketing: $50 / month
  • Campaign Management
  • Drop Marketing
  • Web Transactions

You also receive:

  • Unlimited Contacts
  • Unlimited Tasks and Activities
  • Unlimited Opportunities
  • Linked Accounts
  • Custom Fields on all Objects
  • System Designer for $15 / month

Integrations include:

  • Xero, KashFlow, SageOne Accounting
  • Mobile and Tablet Versions
  • Outlook Integration
  • Google Sync
  • MailSync for $8 / user / month
  • API for $15 / month (5,000 calls / month)
  • Advanced Import ($15 / month)
  • Web Transactions (included with Advanced Marketing)

Reporting features:

  • Listing Report Writer
  • Sales Forecast Report Writer
  • Custom Reports
  • Advanced Reporting for $15 / month

Security

  • SSL Encryption
  • Downloadable Backup
  • Role Based Permissions for $8 / user / month

Document Storage

  • 100 MB Free,then from $8 / 100 MB / month

Payment Terms

  • Monthly payment by credit or debit card. Cancel any time.

Enterprise Plan

Users: Tiered pricing for 40+ Users

Price: from $50 per user / month

This plan is an all-in-one solution that offers advanced features and unlimited accounts, contacts, tasks, and more.

The sales features include the following Unlimited:

  • Accounts
  • Contacts
  • Tasks
  • Activities
  • Opportunities
  • Linked Accounts

The marketing module offers the following:

  • Advanced Marketing ($50 a month)
  • Email Marketing (up to 50,000 emails a month)
  • DribbleMail
  • Campaign Management
  • Drip Marketing
  • Web Transactions

The Enterprise plan also offers a special Service Desk Module, which offers the following:

  • Case Management
  • Service Level Agreements
  • Escalation

Customization:

  • Custom fields on all objects
  • System Designer

Among the integrations offered in the Enterprise plan are:

  • Xero, KashFlow, SageOne Accounting
  • Mobile and Tablet Versions
  • Outlook Integration
  • Google Sync
  • MailSync
  • API (50,000 calls / month)
  • Advanced Import
  • Web Transactions (included with Advanced Marketing or CS&S)

Reporting features:

  • Listing Report Writer
  • Sales Forecast Report Writer
  • Custom Reports
  • Advanced Reporting
  • Customizable Dashboard

Security features include:

  • SSL Encryption
  • Downloadable Backup
  • Role Based Permissions
  • Object Level Permissions
  • Field Level Permissions

Document Storage

  • 1 GB included, then $50 / GB / month

Payment Terms

  • Monthly by credit or debit card for 5 users or less (or fee is invoiced quarterly in advance). You can cancel your plan any time.

Free Version

Really Simple Systems offers a free edition that gives users sales force automation. For marketing and customer service, you will have to purchase one of the paid versions.

You can sign up for Really Simple Systems Free CRM software at the following link: https://www.reallysimplesystems.com/free-crm/.

With it, you receive the following:

  • Account Management
  • Contact Management
  • Tasks and Activities

  • Report Writers
  • Opportunities Forecasting
  • Sales Forecasting
  • Attach Documents
  • Free CRM Support

The Free Version has a limit of 100 company records and two users. You can upgrade at any time.

 

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Base CRM: Review

ConnectWise PSA: The #1 CRM for Tech and IT Companies

 

ConnectWise is one of the oldest and most experienced companies that is dealing in customer relationship management software for IT and tech companies in the United States. Founded in 1982, ConnectWise is anything but old-fashioned. They have adapted with current technology and have created a sales-marketing CRM for a scalable future.

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Intended Users

ConnectWise PSA was created for IT and technology companies that sell, support, and service tech from managed service providers as well as cloud service providers – to manage VOIP, print, and VARs.

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What ConnectWise Can Do For You

ConnectWise CRM will allow your IT or tech support company to take control of the sales pipeline and keep track of your productivity, sales, and revenue faster and easier. It has been rated as the best CRM for IT and technology companies and if used correctly, promises to boost sales productivity and consolidate sales and customer information into one system.

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Features Checklist

If your tech/IT company is looking to improve sales, consolidate the location of customer information and data, as well as make a better impression in marketing services, the ConnectWise CRM may be a good fit.

Some of sales, marketing, and CRM features include:

  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Proposals / Quotes
  • Referral Tracking
  • Territory Management

connectwise

With ConnectWise “Manage,” users can use the CRM to generate new business opportunities as well as design and track their professional marketing campaigns in order to keep those leads flowing. With the sales features, you can stay on top of your sales opportunities, retain a full visibility into your pipeline, and have automated follow-ups.

The automated tasks will keep you and your employees can keep your eye on the larger picture while keeping them focused on customers’ needs.

Once a sale is complete, the software will handoff the sale from “sales” to “project management” seamlessly.

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Deployment

ConnectWise is very flexible and versatile in its platform options — in fact, it is one of the most accommodating softwares we have come across.

Deployment options include:

  • Cloud, Web, SaaS
  • Installed – Mac
  • Installed – Windows
  • Mobile – Android Native
  • Mobile – iOS Native

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Pricing

To receive a quote that is customized to your business, fill out the form at the following link: https://www.connectwise.com/request-pricing

Free Demo

While there is no free trial of ConnectWise available, you can use the following link to watch a free demo: http://lp.connectwise.com/sem/demo/sales/int/boost-productivity.

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Training and Support

  • Webinars
  • Live Online Training
  • In Person Training
  • Documentation
  • Online Support
  • 24/7 Live Rep Support
  • Business Hours

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Cons

While it is an experienced software company, ConnectWise CRM isn’t perfect. Despite the range of features, there is room to improve. Recommendations from real users state that the marketing and sales functionality is lacking when it comes to actually managing and running the campaign efforts.

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Propeller CRM: Review

Founded in 2014, Propeller is a Customer Relationship Management (CRM) software that you will actually want to use. With its main feature of deep integration with Gmail, this CRM is unique in that it can assist you and your team in closing deals without leaving your inbox.

Intended Users

Small businesses and startup companies that require a simple CRM with powerful integrations with Gmail.

Deployment

  • Cloud, SaaS, Web

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Features

Some of the features included in the Propeller CRM plan include:

  • Campaign Management
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages
  • Web Forms
  • Lead Management
  • List Management
  • Marketing Automation
Gmail Sidebar

Gmail Sidebar

Gmail Integration

The main and unique feature of Propeller CRM is its deep integration with Gmail.

With Gmail integration and sidebar, this tool is powerful and allows you to equip your business with modern tools to easily and quickly access your CRM. Did you know that 41% of a sales representative’s time is spent selling? This increases productivity and you can spend more time selling your product or services rather than logging data.

Email Tools

Email Tools

Email Tools

With Propeller’s email tools, you can track emails, use templates, set follow up reminders and more. Instead of having to check your email, you will be notified when a contact opens an email and tracks every time they see the message so you know when to follow up.

Reminders will ensure that your time is not wasted and once you receive a reply, it is removed automatically.

For quicker contact with different accounts, you can use templates with variable fields, so you can send a great email that has automatically populated fields.

You can create and edit things such as leads, accounts, contacts, and opportunities, which will save you time.

Pipeline Management

Pipeline Management

Pipeline

You can easily manage your pipelines in Gmail by creating leads, opportunities, or changing a pipeline stage. You can do all of this from your email.

Morale and Productivity

Propeller allows you to boost productivity by adding notes or assigning tasks to coworkers or yourself. You can get an instant snapshot of an account’s history and share this information with your employees or team with Gmail integration.

teamwork

Teamwork makes the dream work

Intuitive Dashboard

The dashboard is intuitive to use and makes it easy to use with step by step guides. You can create widgets for any of your dashboards, you can create revenue forecast, pipeline, and likelihood to close. You can generate these in just minutes.

dashboard-widgets

Multiple Dashboards

Propeller CRM allows you to build multiple dashes for business development and sales for current and future quarters. This can help you stay on top of your company’s progress instantly.

Reporting

With Propeller’s beautiful design, you don’t need any more confusing Excel spreadsheets with complicated or difficult-to-read layouts. Propeller CRM’s dashboards automatically generate a nice, clean design for reporting. All components are automatically reformatted so that you always receive a clear look at your data.

Every quarter, Propeller will also pull the data into a report and create a dash for in-quarter progress. Automatic updating means you don’t have to go through paperwork every time you close a quarter.

Reporting

Reporting

Tasks and Activities

Along with being able to assign custom tasks, see an entire account’s history, and add notes to your team, you can manage your team with sales rep activity reporting so that you can see who among your staff are the top performers. These are automated in Propeller and takes out the guesswork.

You can also get your task list emailed daily so that everyone is up to date with what needs to be done. Upcoming follow-ups and tasks are automatically included so that you can get ahead of the game.

Using the Gmail sidebar (or web application), you can manage all tasks: reassign in bulk, open tasks, close tasks, manage activity, and more.

reminders-tasks

Reminders and Tasks

Email Campaigns

Email campaigns are crucial to any business, and with Propeller CRM, you can do everything from cold emailing prospects, nurturing leads or simply keep in touch with customers and vendors. You can reply to existing threads or create a new email to grow your pipeline.

Add leads right from Gmail and move them throughout the campaign. You can also automatically pause leads who respond so you don’t end up spamming your contacts.

With this feature you can generate different campaigns for different industries and products. Use the variable fields to give it your own personal touch.

Also, it only takes a few minutes. There are no HTML templates or coding to worry about.

Email Campaigns

Email Campaigns

Plans and Pricing

The plan and pricing for Propeller CRM is simple: you can pay monthly or annually for the single CRM plan offered.

Annual Billing Option

Price: $29 / month

  • Gmail Integration
  • Email Templates
  • Email Campaigns
  • Dashboards
  • Task and Activity Tracking
  • Pipeline Management
  • Free 1 Hour On-Boarding Session
  • Locked in Price Forever

Monthly Billing Option

Price: $35 / month

  • Gmail Integration
  • Email Templates
  • Email Campaigns
  • Dashboards
  • Task and Activity Tracking
  • Pipeline Management
  • Free 1 Hour On-Boarding Session
  • Locked in Price Forever
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Try Propeller CRM out today!

Free Trial

Propeller CRM does offer a free 14-day trial (no credit card required).

Free Trial: https://app.propellercrm.com/accounts/register/

 

Training and Support

  • Online Support
  • Support during Business Hours
  • Documentation Training
  • Webinars
  • Live Online Training
  • In Person Training

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Base CRM: Review

Base CRM was founded in 2008 and is a cost-effective solution for your customer relationship management needs for your growing or established business.

Base CRM allows small, medium, and large businesses to take a more data-driven, scientific approach to sales and customer relations. This all-in-one sales platform increases adoption and data capture and with actionable, quantifiable insights, you can accelerate your performance and increase your revenue in a way that is scalable, measurable, and most importantly — repeatable.

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Deployment

  • Cloud, SaaS, Web
  • Mobile: Android Native
  • Mobile: iOS Native

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Mobile Sales Management

Base CRM is highly mobile and features all of the technology that that you can get from your desktop.

Base’s full-featured Mobile Sales Management solutions include:

  • Geolocation
  • Mapping
  • Real-Time Updates
  • Notifications
  • Sales Forecasting
  • Goal Attainment
  • Sales Funnel Analysis
  • Mobile Reports
  • Offline Access
  • Mobile Apps
  • Mobile Lead Management

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Solutions

  • Customer Relationship Management (CRM)
  • Mobile Sales Management
  • Account Management
  • Lead Tracking
  • Native Automatic Dialer
  • Email Intelligence
  • Lead Prioritization
  • Win Rate Optimization
  • Sales Reporting and Analytics
  • Sales Forecasting
  • Sales Intelligence

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Plans and Pricing

There are three plans to choose from: The Starter, Professional, and Enterprise Plans — and depending on your CRM needs, size of your business, and number of users, your plan can cost anywhere from $25 per user per month to $125.

Starter Plan: $25 per user / month

This starter plan offers basic sales tracking and customer management for up to 5 users.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
Contacts

Contacts

Professional Plan: $75 per user / month

This plan offers complete Customer Relationship Management (CRM) features and reporting for growing businesses.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
Sales Pipeline Management

Sales Pipeline Management

Enterprise Plan: $125 per user / month

The enterprise plan is an all-in-one sales platform for data-driven enterprises that require a full-feature CRM.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
  • Sales Intelligence
  • Lead Scoring
  • Call Analytics
  • Auto Dialer
  • Product Catalog
  • Multi-Level Permissions
  • Single Sign On
  • Multiple Sales Pipelines
Data Import

Data Import

Onboarding Services

Base also offers onboarding services led by their in-house experts so that your company can be set up for success properly. This service includes data migration, account setup, training, and more.

This package starts at $2,500.

Training and Support

Should you not opt for Onboarding Services, Base CRM comes standard with the following training and support:

  • Documentation
  • Live Online Training
  • In Person Training
  • Webinars
  • Online Support
  • Business Hour Support

Free Trial

Base offers a full feature 14-day free trial. No credit card required.

You can start your free trial at the link below: https://signup.getbase.com/signup-iframe.html

Mobility and Security

Mobility and Security

Security

Base CRM goes under routine security audits by experts in the industry to make sure your data is protected.

  • Payments Protected
  • All Credit Card Information Goes Through PCI Compliant Payment Gateway
  • 256-Bit SSL Encryption
  • Backup Done Automatically on Multiple Amazon Servers Nationwide
  • 99% Uptime
Endless Integrations

Endless Integrations

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Base Snap Platform

With the Base Snap platform, you can connect your business tools, sync your sales data across your organization, and keep IT happy!

Base Snap features out-of-the-box integrations and API are built to produce immediate results. Base’s sales-centric UX experts will make sure every integration experience is useful, intuitive, and refined.

API

API

API

Every Base account has access to the API Snap platform and this can be used to connect to any other product.

With sync services and pre-built code libraries in: Python, Ruby, PHP, and Java, whatever side project you are building or what integration, Base can set you up with the SDK’s and API’s that you will need to make it a success.

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Dynamics Cloud CRM Software by Microsoft