How to Find the Right CRM for Small Businesses

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Now you know that the cost of CRMs varies depending on the features you'll be using. If you're not sure which features are most useful for small businesses, here are some:

Ease of use

While this isn't a dedicated feature, it's crucial. Your CRM shouldn't require you to spend several days understanding it or hire an expert to install and get it up and running.

Ideally, the setup should be intuitive. That is, it should have simple steps that allow you to get up and running quickly. And if it offers video tutorials, written advice, and community forums, even better.

This is exactly what we offer our new users. For example, Lisa, CEO of 360 Payments , highlights how Pipedrive's simplicity attracted her in the first place.

“As a salesperson, my favorite part is the ease of entering data and using the activity calendar view. It's how I plan my days and weeks. We all feel like we can truly finish our day without worrying about whether we've forgotten any activities.”

Ease of customization

Your sales style is unique. Your sales cycle , the stages of your funnel, or the criteria for following up with your contacts won't always match a CRM's default settings.

That's why you should look for one that allows you to customize these elements (and more). Features like filters, custom views, and dashboards should allow you to see the big picture of your small business. Everything organized just for you.

Integration with other applications

You probably already use digital tools in your business. Online calendars, email, cloud storage, etc. Your CRM shouldn't replace these applications, but rather integrate with them.

The goal is to centralize all your lead and customer information. Otherwise, you'll spend a lot of time jumping between platforms to access data for each deal.

Pipedrive can be integrated with hundreds of tools. For example:

Telephone solutions
Platforms for task management
Marketing applications
Software for sending proposals and contracts
Customer support platforms
Video calling platforms , such as Zoom .
You can see all available integrations in the Pipedrive Marketplace .

Automations

The fewer manual tasks you have, the more time crypto users database you'll have to cultivate relationships and sell. A good CRM will help you automate the most time-consuming, repetitive tasks , such as:

Extract contact data (from search engines and social networks)
Create deals with new contact data
Create reminders
This will free up your time to focus on high-priority tasks.

Collaboration

It's crucial that the right people receive the right information. Perhaps an executive just needs to see a chart with an overview of the sales funnel, while your sales team needs access to the details of all current and closed deals. Therefore, a CRM that fosters internal collaboration is your best ally.