crm software for small business

 

What you need is a
full-fledged CRM

Customer Relationship Management is the answer you are looking for. If you find yourself wondering, aren't CRMs just for corporations with large sales teams? The reality is, you don't have to be a big enterprise to benefit from a CRM. Implementing a CRM for your small business can help you not only organize your contacts, leads and deals, but also automate time-consuming processes like data entry, and instead focus more attention on forming strategies and interacting with customers.

As a small business with a small sales team, you need to ensure productivity stays streamlined. This way, all their time and effort is spent on where it matters the most—delivering a stellar customer experience, and building brand loyalty.

Easy to use

We know that you don't have time to master a complex, bloated business application. Zoho CRM comes with a streamlined, easy-to-use interface that can help you start selling in no time.

Easy to customize

Zoho CRM offers a vast number of customization options that can be leveraged to fit your business processes without coding knowledge or the help of a technical team.

Quick onboarding

Worried about migrating from your existing spreadsheets or contact managers? Our migration system Zwitch helps you bring all your existing sales data into Zoho CRM in just a few clicks.


Integrates well with other tools

Zoho CRM integrates with the solutions you already use in your business process, from office suites like GSuite, Office 365, and Outlook to telephony and productivity apps such as Twilio, Slack, and Zapier.


Secure and reliable

With features such as encryption, audit logs, IP restrictions, and two-factor authentication, Zoho CRM conveniently protects your data, only allowing access to users you authorize.



1. Is the CRM on-premise or cloud?

On-premise CRM usually involve setting up physical servers in your office and installing the software on all required devices on your local network. Cloud based CRMs like Zoho are built and maintained by the service provider, on their servers. 


2. Is the CRM easy to adopt?

Make sure the CRM you choose requires no additional infrastructure other than a browser and a working internet connection.

3. Is the CRM easy to customize?
As an SMB, you don't have the time to go for longer and more labor-intensive CRM deployments. Go for a CRM which is readily available and quick to deploy.
4. How easy is it to migrate your existing data?
If you have all your data on excel sheets, or if you're using another CRM, it must be easy to get your data into the new CRM software and have your business up and running, right from day one.
5. Is your CRM accessible to your field staff?

If you have a sales team in the field, it's important to ensure that they have access to customer data at all times. This allows them to be on the move, close deals more effectively, and keep everyone in the loop.

6. Does it offer a free trial?
Most of the cloud based CRM tools offer free trials, so you can test the product and see if it meets your needs.
7. How much does it cost?
Make sure that the CRM you choose comes contract free. Even better is a pay-as-you-go plan which allows you to pay an upfront subscription fee for your total number of users on a monthly or annual basis.
8. Is the CRM scalable?
If your business has an ambitious year-on-year growth target, the CRM must be able to grow with your teams as you expand geographically by supporting additional modules and custom processes.

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