This is simply because, today, it is essential to meticulously organize your potential customer data in a secure location — if you are not doing it, your competitor is.
But it is important to know that a sales CRM is not just an “organizer”, a drawer where you can include and leave all your business contacts.
More than that, it is a tool to be used in your team's daily routine, which must always update the status of initial contact, negotiation and closing of contracts with leads and customers.
With this, a good CRM can also point out your current online russian phone number conversion metrics at all stages of the funnel and, most importantly, what you can improve.
That's why, when considering hiring a robust system like this, the question often arises: what are the best CRMs on the market?
After all, making the decision to hire a CRM is not an easy task — but we are here to help you. The first step is to understand the characteristics of a good sales CRM. Let’s get started!
What are the most important features of a sales CRM?
Are you looking for options or are you close to deciding whether to purchase a sales CRM? This process can be unique for each company, but we recommend that you keep an eye out for the following features:
Integration with other systems used in the company
Have you ever heard of vendarketing? This principle, which deals with the union between marketing and sales, is just another example of how important it is to treat the areas of your company increasingly together, especially those that have a great influence on each other.
Therefore, it is essential to have your systems integrated . Otherwise, there may be communication failures and even failures in the reception and management of important data.
For example, integration with marketing platforms such as RD Station Marketing or MailChimp allows sales teams to access data on leads' interactions with advertising campaigns, pages visited, emails opened and other indicators.
This facilitates alignment between teams and the personalization of commercial approaches, creating a continuous flow of information between areas.
Another tool that is widely used today is WhatsApp Business, used by almost all types of sales teams. Therefore, it is important that conversations with leads that occur there are recorded in your CRM.
See more about this in our full webinar How WhatsApp Business can boost your marketing and sales strategy.
Finally, other possibilities include integrating the sales CRM with an ERP or a project management system, for example. It depends on each person's needs.
In any case, keep an eye on the list of integrations for the CRM you are looking to purchase. It can — and should — be a factor that influences your final decision.
Visual pipeline and understandable dashboard
It may seem like a mere detail, but a good visualization of the sales pipeline can be strategic in facilitating business monitoring and general planning for the team.
CRMs like Pipedrive or Trello use column-based sales pipelines, allowing for a clear and simple visualization — a style known as kanban . Sales teams can move leads from one stage to another intuitively using a drag-and-drop interface.
Solutions such as Zoho CRM, Salesforce and HubSpot offer more customizable dashboards, where you can create visual reports that help you quickly identify bottlenecks in the sales process.
A well-built dashboard also allows you to view KPIs (or “key performance indicators”) in real time, such as the number of leads converted, average time to close a deal, and conversion rate at each stage of the funnel.
The right choice can directly impact your team’s productivity — and yours.
Customizing Workflows
Here, it is worth considering: how flexible do I need the CRM features I am looking for to be?
The best CRMs on the market should offer at least a basic level of flexibility. This way, you can adapt the CRM technology to your company’s needs.
HubSpot, for example, offers customizable automations that let you create specific workflows for different types of leads .
A lead that interacts with an email campaign can be automatically added to a sales nurturing flow, while a lead with high purchase intent can be prioritized for immediate follow-up.
Mobile access
If your team goes into the field, it is very important to consider that your CRM has a mobile version.
Pipedrive, for example, offers a complete app , allowing the sales team to have instant access to the deal pipeline, interaction history and meeting notes.
HubSpot CRM also has a mobile version that makes it easy to track tasks and enter new sales opportunities during client visits or networking events.
Automatic follow-ups and reminders
You probably already know that one of the biggest challenges for sales teams is ensuring that leads are served in the ideal time, right?
And this without overloading the team and without letting leads go cold. That's where follow-ups and automatic reminders come in.
CRMs like Zoho CRM and Ploomes allow you to configure this type of notification so that the sales team knows exactly when to contact a customer.
The best CRMs on the market analyzed
Now, let's get to the main list of the article. We conducted a survey in September 2024 about the best CRM platforms on the market — those most used, with the best prices and reviews.
Let's check it out?
HubSpot
HubSpot is one of the most robust systems on the market, as it offers marketing, content, sales and even customer service solutions.
In the case of CRM, one of its main differences is that its free version is quite complete — and this can be a first step for those looking for software like this.