Tag - Software

7 Best CRM Software for Small Businesses (Compared)


Are you comparing the best CRM software for small businesses? CRM software helps you manage customer relationships, increase sales, manage leads, and grow your business.

Due to the critical role Customer Relationship Management (CRM) software plays in your business success, it’s extremely important that you properly research the industry and compare the top CRM providers before making your decision.

In this article, we will show you our expert pick of the best CRM software for small businesses. We will compare popular CRM software in terms of features and share the pros and cons to help you choose the best platform.

Comparing the best CRM software for small businesses

What is a CRM Software?

CRM software or Customer Relationship Management software is a tool that helps you manage customer data and offer streamlined customer services across your business.

Most businesses need a contact manager to handle contact details of their customers and prospects. In the early stages of most companies, this is typically done manually through spreadsheets or simple contact management tools.

However, these processes become inefficient as your business grows, and if you don’t fix the problem fast enough, then it can lead to significant loss in opportunity / sales.

A CRM software helps solve the problem by storing all aspects of customer relationship into a database and making it easily accessible. It allows your marketing, sales, and customer support teams to have all the data at their fingertips when needed.

CRM software are incredibly useful in increasing sales, building customer relationships, and providing amazing customer services. Your customers get more personalized, more attentive, and highly efficient service.

What to Look for in Your CRM Software?

Since there are so many different CRM software companies out there, it becomes quite overwhelming for small businesses to decide which one is the best CRM for their needs.

Here are some quick tips on choosing the best CRM software for your business:

1. Ease of Use – A recent survey revealed that 67% of businesses put ease of use as the most important feature of their CRM software. You and your team will be using it for several hours every day. If the CRM is not easy to use, then it will not you help achieve your business goals.

2. Cloud and Mobile – In 2008, less than 12% of CRM software ran on the cloud. Today, 87% of CRMs are cloud-based software. It is more secure, faster, and easy to integrate with other apps and services.

Another study by the Nucleus Research revealed that 65% of companies using a mobile-friendly CRM, exceeded their sales targets. This means you want to look for a CRM software that is mobile-friendly.

This makes it convenient for your teams to meet their targets. Your customers get quicker responses and don’t have to wait for hours just to get quick answers.

3. Make a Features List – You need to make a list of features that you need in your CRM software. Don’t worry if you can’t think of all the features right away. This exercise will give you an idea of what would be a good fit for your business.

CRM software are not just an address book of your customers’ contact information. They are useful because they integrate into your marketing, sales, and lead generation.

They help you manage every aspect of a customer’s journey with your business with great detail. You would need to see how you can integrate the specific CRM software with your existing business process and sales activities.

4. Integrations – Many modern CRM software include a ton of features. However, you would still need to get them to work with other apps, like your WordPress site, lead generation software, email marketing service, business email service, social media platforms, and more. Make sure that your CRM software supports those integrations.

For example, if you are running a membership website or online store, then you would need your CRM to integrate with your membership plugin or eCommerce platform.

These are just some very basic requirements that you would want to check. You may also want to consider pricing, the ability to add users and departments, security, GDPR compliance, and more.

That being said, let’s take a look at the top CRM software on the market and how they stack up on these criteria.

1. HubSpot

HubSpot

HubSpot is the best CRM software for small businesses looking for a cost-effective solution to get started. It offers free plans for their CRM, Marketing, Sales, and Sevice hubs.

The free HubSpot CRM comes with unlimited users and unlimited contacts. It is also free forever.

However, many of the features are limited or unavailable in the free plan. To access the powerful features, you will need to upgrade to one of their paid plans under the Growth Suite.

HubSpot is quite easy to use, and you can connect marketing, sales, and service hubs to your CRM software. This provides you a wide range of tools to efficiently manage the customer journey.

With an easy user interface, you get a bird’s eye view of your entire sales pipeline on your dashboard. You can view detailed reports, all contact activity, sales activities, and user/team performance.

HubSpot offers a comprehensive set of features including a mobile app for iPhone and Android, contact manager, email templates, real-time notifications, phone calls, email tracking, scheduling, and more.

Integrations are crucial for CRM software. HubSpot integrates with more than 300 apps and services including WordPress, top email marketing companies, lead generation software like OptinMonster, and many more.

Pricing: HubSpot offers core CRM platform for free. For more features, you can upgrade to their paid plans for Marketing, Sales, and Service hubs or upgrade to Growth Suite, which starts from $113 / month and includes 1 user ($38 per month for each additional user).

2. Constant Contact

Constant Contact

Constant Contact is a popular email marketing and CRM software. It allows you to easily store contacts, manage customer information, send emails, and track customer activity from your dashboard.

It is extremely easy to use with simple reports, detailed activity logs for each contact, and powerful drag and drop tools to send out emails. You can schedule emails, create sales funnels, and have easy marketing automation for beginners.

Constant Contact has a huge marketplace of integrations available for third-party apps. Many of the popular services and tools that you are already using like WPForms can be instantly connected to Constant Contact.

For eCommerce stores, Constant Contact offers integrations with all top eCommerce platforms. It includes eCommerce tools which help you capture, engage, and convert leads into paying customers.

Pricing: Their pricing is based on the number of contacts and starts from $20 per month. However, if you want to add team members then you will need their Plus plan which starts at $45 per month.

WPBeginner users get a free 60 day trial, and you can also get a 20% off if you use our Constant Contact coupon code.

Click here to get Started with Constant Contact »

3. PipeDrive

PipeDrive

PipeDrive is a sales driven CRM software for businesses. It offers a complete sales pipeline management with an intuitive user interface that gives you quick access to all the information you need.

Designed for sales teams, it includes features like sales reporting, sales forecasting, detailed activity log, advanced contact details, email integrations, and customizable pipelines.

It has a growing selection of integration apps allowing you to connect your CRM system to other services you already use. It also has mobile apps for iOS and Android allowing you to stay connected and get things done.

Pricing: Their plans start from $12.50 per user per month billed annually.

4. Freshsales

Freshsales

Freshsales is another popular CRM software suitable for businesses of all sizes. It features a sales-oriented approach with tools to maximize your conversions.

They offer a one-stop dashboard that gives you instant access to reports, activities, phone calls, emails, users, and contact management. It has an intuitive web based interface and has powerful mobile apps to help your teams make sales on the go.

Freshsales uses AI-powered lead scoring which helps you prioritize leads more likely to convert. Other notable features include visual sales pipelines, actionable insights into conversations, event tracking, custom workflows, and more.

It has native integrations available for some of the most popular third-party services. Several more integrations are available as third-party apps. However, the number of integrations is a bit limited at the moment.

Pricing: Plans start from $12 per month per user billed annually.

5. Drip (Ecommerce)

Drip

Drip is another popular eCommerce CRM software designed to increase sales. Featuring an intuitive user interface, it is incredibly easy to use yet extremely powerful.

It is loaded with features including marketing automation, advanced contact management, actionable reports, email campaigns, one-on-one conversations, eCommerce user tracking, and more.

Drip comes with native integrations for all top third-party services. This includes email services, lead generation software, SMS services, WooCommerce, Shopify, and many more. It offers workflows to generate leads from Facebook and Instagram which helps you get tapped into their massive user base.

Pricing: Drip’s plans start from $49 / month for up to 2500 contacts.

6. Streak CRM for Gmail

StreakCRM

Streak is a CRM software for Gmail and works with both free Gmail accounts as well as G Suite. It allows you to track customer emails in Gmail, manage contacts, track leads, and manage sales pipelines.

It automatically captures leads from your contacts, allows you to add tasks and reminders, add tags and notes, create custom pipelines, schedule emails, and so much more.

It comes as a browser add-on as well as mobile app for Android and iOS. It supports third-party integrations through Gmail and Zapier, this gives you access to share data across multiple tools and services.

Pricing: They offer a limited free plan for personal use. Their paid plans start from $49 per user per month billed annually.

7. AgileCRM

AgileCRM

AgileCRM is a powerful all-in-one CRM software. It packs contact management, sales, marketing and customer service in one convenient dashboard.

It offers sales tools with 360 degree contact view, detailed reports, timeline, calendar, events, project management, deals, and gamification for your sales team. You get access to quick reports that you can drill down to keep track of everything that is happening across your business.

AgileCRM includes marketing tools to generate and capture leads, send out emails, newsletters, landing pages, forms, and social media marketing tools.

Pricing: AgileCRM offers a limited free plan. Their paid plans start from $9.99 per user per month billed annually or $8.99 per user billed for 2-years.

Which is the Best CRM Software for Small Business?

As we mentioned earlier that you’ll have to compare CRM tools based on your businesses requirements and goals.

Based on the criteria we defined earlier, we believe that HubSpot is the best CRM software for small businesses. It is easy to use and offers a comprehensive set of features. They offer a free plan which is good enough for small businesses to get started.

If email is the primary source of leads and sales for your business, then Constant Contact is the best option. It offers an easy to use contact management tool that you can effectively use to boost sales and manage customer relations. Their pricing is very friendly for small businesses.

If you’re looking for a completely sales focused CRM, then we recommend using either PipeDrive or FreshSales because they’re both sales-driven CRM, and they will help you improve your sales processes.

If you’re an eCommerce brand, and you need a CRM that comes with eCommerce focused marketing automation, then look no further than Drip. It is extremely powerful and worth every single penny because it’ll definitely help you grow your overall sales.

We hope this article helped you find the best CRM software for your business. You may also want to see our list of the must have WordPress plugins for business websites, best business phone services, and best live chat software for small business.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

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12 Best Live Chat Software for Small Business Compared (2019)


Did you know that more than 67% of users on eCommerce websites abandon their shopping carts without checking out? Customers want their questions to be answered instantly, and any uncertainty with their purchase can result in losing a sale.

Using a live chat support software helps you instantly answer user questions and convert them into paying customers. In this article, we will share our pick of the best live chat software for your small businesses. These live chat services work perfectly with any WordPress site.

Choosing the best live chat support software for your WordPress site

Why Add Live Chat Support to Your Website?

According to eConsultancy, live chat has the highest satisfaction levels of any customer service channel at 73%, compared to 61% for email and 44% for phone.

It is a no brainer that live chat has such a significant impact on online sales and marketing. It allows customers to get instant answers without leaving your website. A positive live chat experience can effectively help customers make the buying decision.

Adding live chat support can definitely reduce cart abandonment, increase sales, and boost conversions. But a lot of it depends on the live chat software that you use.

A poor live chat support experience can have an adverse impact. You can lose sales, customers may leave with a bad impression of your brand, you may end up paying too much for the service, or fail to utilize the live chat app due to technical skills.

Basically, you want to find an affordable live chat service, that is easy to use, works with WordPress, and comes with all the features to help you make more sales.

That being said, let’s take a look at our expert pick of the best live chat software that you can use to grow your business.

1. LiveChat

LiveChat

LiveChat is the industry leader in live chat software. It’s very easy to set up and install with their free LiveChat plugin for WordPress.

LiveChat also offers beautifully designed live chat support apps that you and your agents can use on your laptops, tablets, and mobile devices. That means you can chat with customers while on the go, without having to login to your WordPress dashboard.

You can add survey forms before and after a live chat session, so you can evaluate how your support team is doing. During your off-hours, your users can also conveniently send a support ticket directly from live chat.

LiveChat integrates with dozens of other services like popular CRM software, Google Analytics, Zendesk, all the top email marketing services, and many more. This will save you time since you won’t have to enter customer details manually into your other systems.

Perhaps the best feature of LiveChat is speed. It loads extremely fast, works on all devices, and offers a much better user experience than most other live chat software.

We use LiveChat on our eCommerce websites.

Pricing: LiveChat has different plans for businesses of all sizes. Their starter plan starts from $16 per agent per month billed annually, or $19 for month-to-month. Each plan comes with a 30 day free trial.

Special: WPBeginner users get 30% off the first payment when you use our LiveChat Coupon.

2. Olark

Olark

Olark is a popular live chat solution for online businesses. It’s easy to use, and adding Olark to a WordPress site is simple. All you need to do is copy and paste a code snippet into your WordPress sidebar widget or in your child theme.

If you’d rather not work with code, then there is also a free Olark Live Chat plugin which makes setup even easier.

Olark offers integration with other services such as Salesforce, Zendesk, Highrise, etc.

There are third-party mobile apps which allow you to connect to Olark chat from almost any iOS or Android device, so you can chat with customers on the go.

Pricing: Olark offers simpler pricing plan starting from $17 per agent each month. There is a 12% discount if you choose annual billing and 29% discount for two-year billing. They also offer 2-week free live chat support trial.

3. Zendesk Chat

Zendesk Chat

Zendesk is the leading help desk support software provider. They recently acquired an existing company called Zopim to enter the live chat support market and rebranded it as Zendesk Chat.

If you are already using Zendesk, then the best advantage you get is that it already integrates with your existing support software. It also works smoothly with WordPress, Salesforce, and a number of other third-party services.

Zendesk Chat also offers real-time chats, advanced analytics, and AI-powered chat-bots to automate the process when no live agents are available. They have beautiful templates and customization options to create attention-seeking chat widgets.

Pricing: Zendesk Chat offers a limited free live chat support account for 1 concurrent chat session. Their paid plans start from $14 per month per agent.

4. Chaport

Chaport

If you are looking for a free live chat support software for WordPress, then you may want to checkout Chaport. They offer a free forever plan with unlimited chats, history, notifications, unlimited registered operators, and up to 5 operators online at the same time.

Their software covers all the basic requirements. They have live chat support apps for mobile devices, beautiful multilingual chat widgets, reporting and analytics, third-party integrations through Zapier.

Paid plans give you access to more features like typing insights, visitor notes, saved replies, file sending, auto-invitations, and more.

Pricing: They offer a free plan and a Pro plan starting from $9.80 per agent / month.

5. SnapEngage

SnapEngage

SnapEngage offers live chat service to businesses of all sizes. It is a bit expensive than some other live chat companies on the list but offers some unique features and add-ons to justify the cost.

They offer integrations with popular CRM software, call back request, automated chat invitations, and customizable chat widgets to match your site.

SnapEngage also offers a SMS to Chat feature as an add-on service to their live chat software, so your visitors can directly communicate with your support team via text. Their OmniChannel chat solution allows you to help customers across different channels like Facebook, Twitter, SMS, WeChat, Zalo, and more.

Pricing: Their essentials plan starts from $16 per user / month, with minimum 3 users and it is billed annually with 7-day free trial.

6. Intercom

Intercom

Intercom is a flexible tool that helps you capture leads, engage users, and boost conversions. It offers messaging services with live chat widgets that you can automate with your own flows, add chatbots, and engage customers.

It is not just a live chat support software. It can be used as an onboarding tool, support assistant, lead generation tool, marketing automation, and user-engagement software.

If you are just looking for a live chat software, then you may not be able to utilize Intercom’s full potential. On the other hand, if you want your live chat support software to do all these tasks, then you’ll love Intercom.

It is easy to use, integrates with Google Analytics, CRM software, Slack, email marketing services, and more.

Pricing: Their essential plan starts from $136 / month, after which pricing is calculated based on your usage and add-ons you purchase.

7. Freshchat

Freshchat

Freshchat is another good live chat support service with awesome features that rival some of the more well-known companies on this list.

Designed to be a conversation and messenger app, it allows you to start real-time chats with customers using agents or AI-powered bots. It also offers customer timeline views, live profiles, in-app campaigns, and customizable bots for automated conversations.

You can connect chats to support tickets on Zendesk or on a slack channel. Your team can use smart plugs, canned responses, labels, private notes, and desktop notifications to be more productive.

Pricing: They offer a free live chat support service plan for up to 10 team members. Their paid plans start from $15 per user per month and are billed yearly.

8. LivePerson

LivePerson

LivePerson is another powerful live chat support software with tons of awesome features to help you engage customers and increase sales.

It allows you to engage your customers via live chat on your website but also through SMS, Facebook Messenger, WhatsApp, and more. You can use chatbots to create automated conversation flows and save customer information in your other third-party apps.

LivePerson is targeted towards medium to large businesses and enterprise level clients.

Pricing: You will have to request a quote to get pricing information based on your needs.

9. Userlike

Userlike

Userlike is another neat live chat support software that you can use on your WordPress site. It is based in Germany and their servers are hosted in Europe. They offer GDPR compliant services, which makes them a particularly good option for businesses in the European Union.

Their software is beautifully designed offering a better experience not just for your users but also for chat agents. With a clean and clutter-free dashboard, your agents still have all the tools that you would expect from a professional live chat support service.

It offers beautiful chat widgets, chatbots, integrations with all top support, CRM, and email platforms. You also get meaningful analytics reports, which helps you improve performance and overall conversions.

Pricing: They offer free live chat support account for 1 user. Their paid plans start from €29 per month for 3 operators.

10. Smartsupp

Smartsupp

Smartsupp is a low-cost live chat support software that allows you to track and record user sessions on your website. This helps you see how potential customers use your website and what’s preventing them from making a purchase.

It also helps you track chat conversations in Google Analytics to see your performance. It works with WordPress, Magento, Shopify, and other popular eCommerce platforms.

Pricing: A basic free-forever plan and their paid plans start from $8 per month per agent.

11. Pure Chat

Pure Chat

If you are looking for a free live chat software, then Pure Chat is another good alternative. It allows you to easily add beautiful live chat widgets to your websites and the free plan allows you to add 3 operators with unlimited chat history.

It comes with mobile apps so that you can stay connected with customers. Your customers can send you email messages when you are offline and pre-chat form helps you collect user information to reach out later.

Pricing: A basic free plan, and their paid plan starts $79 / month billed annually.

12. Drift

Drift

Drift is a conversational marketing platform that combines the power of live chat with an automated chat bot to help you save time and increase conversions. It comes with powerful features to help you convert more website visitors into sales leads.

Drift integrates with all popular CRM and email marketing services.

They offer several powerful features including Drift bot, anonymous visitor intelligence, account based marketing, scheduling for meetings, and more.

While it has a lot of powerful features, Drift is not affordable for small businesses.

Pricing: The Standard plan starts at $50 / month billed annually, and it comes with 2 seats. If you want the bot feature, then you will have to upgrade to the Pro plan which starts at $500 / month billed annually, and it comes with 5 seats.

Our Pick: Best Live Chat Software

For small businesses, we recommend LiveChat Inc. They’re the top rated live chat software in our list, and we use them on our business websites. It has all the necessary features for the right price.

If you’re looking for a complete platform and cost is not an issue, then we recommend that you look into Intercom.

If you’re looking to hire live chat agents, but not sure where to start, then we recommend using LTVPlus. We use them to hire affordable 24/7 live chat agents for our eCommerce website.

We hope this article helped you choose the best live chat support software for your WordPress site. You may also want to learn how to enable customer tracking in WooCommerce with Google Analytics.

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook.

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