Aside from our personal experience with the CRM, ease of use is one of the top attributes users express in their online reviews. The system uses a modern-looking layout and color scheme with button functions indicated on every page-keeping the user interface clean and easy to navigate. If your account management team is relatively new to using a client database or CRM equivalent, HubSpot is the best solution for you.
There is a free plan available for unlimited users, which comes with excellent customer management tools like contact data storage, email and live chat communications, and a meeting scheduler. HubSpot offers a popular CRM system that offers modules that users can bundle or purchase individually for sales, marketing, customer service, operations, and a content management system (CMS). Individual modules can be purchased for lower monthly costs. **CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software. Freshsales is the best alternative for telephonic capabilities as it has a built-in phone available on the free plan. Unfortunately, Zoho CRM requires integration with an external phone system to place and receive calls. Making calls from your CRM is convenient for work centralization, where you can place calls and log conversations in CRM records on one interface. For example, they can create assignment rules to auto-assign cases and notify reps, and also set case escalation rules that go up the hierarchy later based on urgency and case type. The software lets teams receive and respond to support inquiries and create workflow automations for cases. Zoho CRM comes with an easy-to-use and robust case management module. Users can also book meetings with their clients and filter out customer lists within the system.Īccount management operations can often become hectic if there isn't a system for managing client inquiries such as product issues, billing errors, and support requests. It is also one of our picks for the best account management software. With this platform, teams can store and organize account or customer data, track their activity, and connect with contacts through direct or mass emailing. Zoho offers a popular CRM system and is our top pick for the best customer database software.
*Pricing based on annual billing monthly billing is also available for a higher cost.
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