Best CRM

Chapter 01: Best CRM for Small Business

What Should I Look for in a CRM?

Choosing the best customer relationship management (CRM) software is an important business decision. Not only is it a sizeable investment in terms of cost, it will also dictate how your team engages with leads and customers. The right CRM tool has the potential to save hours each week; the wrong tool can add unnecessary overhead and processes, slowing you down.

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Before we dive into our recommendations for the best CRM for small businesses and the best CRM tools for sales teams, let’s look at some basic criteria:

  • Easy to use
  • Customization capabilities
  • Integrations with the tools you use everyday
  • Automation features to eliminate manual, repetitive tasks
  • Real-time reporting
  • Helpful customer support
  • Access on the go with a mobile app
  • Scales with your business

Which CRM Should I Choose for My Small Business?

As your business grows, so do your CRM needs. Once you’ve moved past the start-up stage and are running a small business, you need a more holistic CRM tool, like Keap, that also offers email marketing, invoicing, appointments, and more.

Keap is designed to get work done intelligently, saving you time and alleviating stress. It lets you manage your customers and your business in one place. You’ll be more organized, spending less time on repetitive tasks and more time on creating a personalized experience for your customers.

Some of the most popular features include:

  • A CRM that lets you organize information and daily work in one place.
  • Create invoices and connect your bank with Keap to help you get paid faster.
  • Schedule and manage appoints by sending an online link so customers to choose from your available meeting times.
  • Deliver personalized, reliable services with marketing and sales automation, allowing you to send emails, create landing pages, or share custom quotes.

Best CRM Tool

**Keap

Your clients want to feel like you just “get” them and are responsive to their needs. Get rid of those manual, repetitive chores with Keap, so you can focus on providing that personalized experience for your clients. And, with more than 230 native and supported integrations, Keap works with the tools you use on a daily basis.

You can:

  • Automate follow-up reminders, create reports, and forecast creation based on prospect needs and trends.
  • When you’re ready to close the deal, you can create, manage, and share custom quotes directly from the app.
  • Streamline your sales cycle with a visual pipeline. You can add add cards to each stage of your pipeline and drag them to different boards as they move from one stage to the next in your sales process.

Cost: 14-day free trial. Pricing starts $99/month.

Spend Time Where it Matters

A CRM tool lets you manage your customers and business in one place. When all this important information is centralized, it’s easier to see the latest status on tasks, sales opportunities, and marketing campaigns.

A CRM touches every part of your business, so it’s crucial that you find a tool that everyone can easily adopt and customize to their own needs. The result? Less time spent on manual tasks and more time focused on creating the best possible experience for your customers.

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Why the name change?

Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.

We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.

Smart client management software that helps turn incoming leads into satisfied clients.

The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.

Keep serving. Keep striving. Keep growing.