The price and functionality are two of the most important factors to consider when looking for the best online CRM. There are many different options available, but we'll talk about a few of the most popular. These are Nutshell and Capsule.
Nutshell
Nutshell, a cloud-based CRM, helps businesses keep track of contacts, emails, phone calls, and other information. It allows users access their data from any computer and mobile device. It also syncs with Google Calendar, making it easy to see important dates and deadlines, and allows users to assign roles to their team members. This makes it a good tool for large organisations with many employees.
This CRM is especially useful for companies focusing on sales and customer service. It offers sales managers a wide variety of customizations and tools that are designed to keep them up to date and motivated. It provides robust reporting functionality right out of the box, no storage limits and flexible scaling to grow with your business.
Insightly
Insightly allows you to personalize your dashboards with the most useful information. For easier sharing, you can create custom views of tasks, opportunities, projects, or leads and distribute them to other users. There are also four predefined dashboards. As well as the ability to create new ones, there are several.
Insightly features an intuitive interface, excellent project management features, advanced features such as automated workflows or custom objects. You can also create multiple sales pipelines and create custom dashboards. Insightly may not be the right tool for every company. Although it offers good features for small businesses, its main downside is its lack of customer support. Even though you can contact customer service via email, it isn't very helpful. It doesn't include a telephony feature, so it isn't ideal for businesses that need a live operator.
Capsule
Capsule, a simple and affordable CRM solution for small- to medium-sized companies, is available. It allows users create and manage contact list, customer segmentation, as well as opportunities. It integrates with a variety of applications such as Mailchimp or Microsoft 365. It has been instrumental in the transformation of Liquona’s business operations.
The dashboard is easy to understand and use. It is divided into five modules: the home module shows the status of your business, pending tasks, sales forecasting, and recently added contacts. You can filter these details using the search box.
EngageBay
With EngageBay, you can build a better relationship with your customers and monitor the deals in your sales pipeline. The platform is easy to use and includes features like automated data entry and reporting. The platform also features a visual deal pipeline that allows you to view the status of all your deals.
EngageBay offers a range of business apps to simplify your business operations, in addition to CRM. The live chat button can be used to respond to customer inquires quickly and increase conversion rates. Other features include the ability to track customers' navigation paths and provide real-time insights about website visitors' behavior. The system offers complete visibility and solutions within minutes.
Pipedrive
Pipedrive CRM is an excellent choice for marketing teams because it helps track leads from source to deal close. The software has a sales pipeline, so your marketing team can follow a lead's progress, as well as provide extra information to sales. It's easy to use even for complete beginners thanks to its simple design. Pipedrive also offers an online community where users can communicate, and the Knowledge Base lets you learn more about the most common features.
Pipedrive gives you insights into your business and lets you create tasks that suit your needs. It lets you schedule meetings and calls, and it has a comprehensive sales reporting dashboard, which helps you visualize your key performance indicators. It can also assign tasks to members of your team.