Prepare a 300-500 word document explaining your justification (as the manager) for purchasing CRM software for your mid-sized manufacturing company. Research and review CRM software and compare the top five programs based on cost, usage, support, customer communication tools, and user satisfaction.
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If I were the manager for purchasing CRM Software, these are my top 5:
Hubspot - Best for individual users, small teams, and startups, and best free version of CRM software.
Price starts at $40 per user per month.
Pros:
Best customer support and service for your money (chat and e-mail)
Webforms, e-mail templates, and landing pages are available for free
Unlimited users and data allocation
Easy to use
Highly customizable
Cons:
Does not offer free customer support
Workflow automation tools are not part of the free plan.
Analytics and reporting are lacking.
Every plan except the Starter plan requires a one-year commitment that you can’t back out of for any reason.
The templates are difficult to modify.
Pipedrive - Best for mobile apps and startups and recommended for pipeline management.
Price starts at $12.50 per user per month
Pros:
Delivers excellent customer service 24/7 (chat and e-mail)
Full of apps and integrations
Quality reporting features
Communication tracking is top-notch
Easy to use
Intuitive UI (User Interface) design
Awesome Contact Timeline View
Cons:
Limited flexibility in terms of tools and features
Lacks advanced features that might become necessary as your business grows
Streak - This software is best for small teams and startups, and it is recommended for companies looking for free software.
Price starts at $49 per user per month
Pros:
You can log in and manage deals from Gmail.
It is easy to set up and use.
You can communicate with customers through Gmail.
Cons:
The support team is not reliable enough.
Task management does not allow for recurring tasks.
The possibility rate of the spammed domain and unworking sync is high.
It has loading issues.
Apptivo - Best for individual users, small teams, and startups, and it is recommended for workflow automation.
Price starts at $8 per user per month
Pros:
Great customer support
Easy to use
Includes supply chain tracking and human resources (HR) solutions
Helpful in keeping contacts up to date and relevant.
Good for streamlining project management on projects over a long life cycle
Cons:
Mobile apps not available in the free plan
Free plan seats one user only
Lead capture tool only available in paid plans
Consistency and integration between apps is not always optimal
Insightly - Good for SMBs and large enterprises and recommended for fast onboarding
Price starts at $29 per user per month
Pros:
Excellent Support team
Great lead routing and information tracking
Lifetime free plan for up to two users
They offer integration with your existing pipeline
You can visualize and understand the data easily with its Custom dashboard
Uploads contacts from excel/CSV files quickly
Cons:
The free version has very limited storage
E-mail functionality is limited (e-mailing to groups, and e-mails allow for HTML only)
Clicking on a project link to an e-mail opens a screen for you to choose which Google account you are using, and then it opens a new browser tab for that project.
You need to study the system a bit before you know how to use it.
The design could be a little more appealing.