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CRM Solutions: 12 Great Tools To Try In 2021

By Priscilla Tan | No Comments | 15th March 2021

655.

That’s the number of customer relationship management (CRM) platforms on G2 alone.

01

Source: G2

The best CRM solutions track client communication and improve sales productivity with the snap of a finger. 

But it’s easier said than done. 

Searching for an ideal tool in the sea of solutions can take a lot of time. 

To make this easier for you, we’re going to share our top recommended CRM solutions categorized according to industry.

By the end of the post, you’ll narrow down your choices and select the best CRM software that fits your needs.

Best CRM for Real Estate

What’s a surefire way to keep your pipeline flowing? 

Staying on top of mind. 

Here are three real estate CRM solutions that help you track client interactions and manage them all.

1.  LionDesk

Lion desk

Source: LionDesk

Pricing: 30-day free trial available. Paid plans begin at $21/month when billed annually.

With LionDesk, no leads get left behind. 

This intuitive CRM and marketing automation platform is built to make a real estate agent’s job easier. 

Top features include direct bulk mailing and pre-made email and text drip campaigns.

Choose where you want to send incoming leads. Use LeadsBridge today to connect LionDesk with your favorite advertising channel for free. Get started with this step-by-step LionDesk and LeadsBridge integration guide.

2.  BoomTownROI 

boomtown roi

Source: BoomTownROI

Pricing: Contact the sales team for a quote. Based on reviews, pricing typically starts from $1,000/month when billed annually.

Real estate success doesn’t seem so far-fetched with BoomTownROI. 

Fan-favorite features include an intuitive mobile app, excellent customer service, text drip campaigns, and reporting

Want to collect leads from your Facebook Ad campaigns without manually checking every few hours? Use LeadsBridge today to connect BoomTownROI with your Facebook Page for free! Get started with this step-by-step BoomTownROI and LeadsBridge integration guide.

Best Automotive CRM Software

Do you often run marketing campaigns to promote your car dealership? 

Here are two automotive CRM solutions to help you nurture leads, track their journey, and close more deals down the road. 

3.  DealerSocket

dealer socket

Source: YouTube

Pricing: Contact sales for a quote. Various sources show plans start from $750/month.

DealerSocket is an industry-standard software that helps you track your clients and follow up with them on one platform. 

Every feature is well organized and streamlined to the point where looking up a client’s information takes seconds.

Check out this detailed DealerSocket CRM review to learn more about its features.

Want to sync Facebook leads automatically to your CRM? Use LeadsBridge today to connect DealerSocket with your Facebook Page for free! Get started with this step-by-step DealerSocket and LeadsBridge integration guide.

4.  VinSolutions Connect CRM 

Vinsolutions

Source: VinSolutions 

Pricing: Contact sales for a quote.

VinSolutions, an auto dealership management, and sales software, is an advanced CRM with an equally impressive mobile app (Connect Mobile)

Some users even report that the CRM software provides the best lead source summary in the market. 

One limitation is it can be overwhelming for beginners. If this is the first time you’re using an automotive CRM, make full use of the tutorials provided by VinSolutions eAcademy.

Act on leads fast. Use LeadsBridge today to connect Vinsolutions with your Facebook Page or other favorite channels for free! Get started with this step-by-step Vinsolutions and LeadsBridge integration guide.

Best CRM for Higher Education

Wondering if there’s a way to reduce administrative work, track every student enrollment, and develop relationships with prospective families? 

Yes, there is. Here’s our recommended higher education CRM solution.

5.  Salesforce Education Cloud

salesforce education cloud

Source: Salesforce

Pricing: 30-day free trial. Paid plans begin at $36/month.

If you need a hand with recruitment, admissions, and creating a personalized student experience, you’ll want to check out Salesforce Education Cloud. 

This CRM solution gives you a 360-degree view of a student’s life cycle thanks to its education-centric features (e.g., Education Data Architecture [EDA] – view each student’s affiliations with clubs in a single view). 

Want to nurture relationships with prospects and enrollees without switching multiple tools? Use LeadsBridge today to connect Salesforce with your favorite tool for free! Get started with this step-by-step Salesforce and LeadsBridge integration guide.

Best CRM for Financial Services

Are you an insurance agent or investment advisor looking to keep track of your client’s birthday and annual review? 

Look no further than these two financial CRM solutions.

6.  Salesforce CRM

Salesforce crm

Source: G2

Pricing: 30-day free trial. Paid plans begin at $25/user per month.

Flexible, user-friendly, and endlessly customizable — these are some of the words that come to mind when we think of Salesforce. 

It’s effortless to navigate around the CRM tool. 

One stand-out feature is Chatter. Employees can communicate with each other and leave a series of notes as updates. Emails are also connected, ensuring streamlined communication.

Communicate with your financial clients and team members seamlessly and immediately. Use LeadsBridge today to connect Salesforce with your favorite tool for free! Get started with this step-by-step Salesforce and LeadsBridge integration guide.

7.  Zoho CRM 

zoho crm

Source: Zoho CRM

Pricing: 15-day free trial. Paid plans begin at $12/user per month when billed annually.

Top-rated Zoho CRM shines in customization

You can configure the tool pretty much any way you want to meet your needs. 

However, watch out for the learning curve! Some users report setting up filters for custom search can be tricky.

Want to manage your marketing, financial clients, and more in a single platform? Use LeadsBridge today to connect Zoho with your favorite tools for free! Get started with this step-by-step Zoho and LeadsBridge integration guide.

Best CRM for Digital Marketing Agency

Grow leads, streamline your sales process, and access reports with an agency CRM solution! Check out these two popular CRM solutions wildly raved by users. 

8.  Pipedrive

pipedrive

Source: Pipedrive

Pricing: 14-day free trial. Paid plans begin at $12.50/user per month when billed annually.

Pipedrive proves simplicity works

Its intuitive sales flow management makes it easy to get started right away. 

Hands down, if you’re looking for straightforward CRM solutions without excessive features, this should be on your list.

Save time by automating your agency sales process. Use LeadsBridge today to connect Pipedrive with your favorite tool for free! Get started with this step-by-step Pipedrive and LeadsBridge integration guide.

9.  ActiveCampaign 

activecampaign

Source: ActiveCampaign 

Pricing: 14-day free trial. Paid plans begin at $49/month when billed annually.

ActiveCampaign hits the sweet spot if you’re looking for advanced features (e.g., automate lead prioritization) but not full-scale CRM solutions

Many users reportedly switched to ActiveCampaign when they’ve outgrown basic solutions. 

If you find Pipedrive too simple and Salesforce an overkill, give ActiveCampaign a try.  

Ready to automate a steady stream of leads for your marketing agency? Use LeadsBridge today to connect ActiveCampaign with your lead generation channel for free! Get started with this step-by-step ActiveCampaign and LeadsBridge integration guide.

Best CRM for Ecommerce

You know you need a proper ecommerce CRM solution when your store starts to attract sales, and your spreadsheet struggles to keep up with the pace. 

Here are our top CRM solutions that help you segment your customers and run targeted campaigns.

10.  HubSpot

hubspot

Source: HubSpot

Pricing: Starts free. Paid plans begin at $45/month when billed annually.

Thanks to its flexible features, both B2Bs and B2Cs benefit from using HubSpot. 

This beginner-friendly CRM solution’s stand-out features include sales engagement tools, quote functionality, and call tracking.

Want to free up time collecting leads from your ad campaigns? Use LeadsBridge today to connect HubSpot with your advertising channel for free! Get started with this step-by-step Hubspot and LeadsBridge integration guide.

11.  Klaviyo

Klaviyo

Source: Klaviyo

Pricing: Starts free. An email list of 5,000 contacts costs $100/month. Use Klaviyo’s calculator to find your ideal plan.

Klaviyo is the missing puzzle to your ecommerce omnichannel marketing

Many users are fans of the automation flows and advanced segmentation (e.g., group customers according to the items they browsed).

Beware though, as this involves complex variables. Some non-tech users even went the extra lengths to hire a professional to set up the email flows.

Want to spend less time manually acting on your customer data? Use LeadsBridge today to connect Klaviyo with your favorite tool for free! Get started with this step-by-step Klaviyo and LeadsBridge integration guide.

Enterprise CRM Solutions

It’s a different ball game operating an enterprise

Need a hand to automate your case management process, streamline corporate communication, and plan your sales activities? 

This enterprise CRM solution will help.

12.  CRM Creatio 

vinsolutions

Source: G2

Pricing: A one-year cloud enterprise plan (basic) of 200 users costs $144,000 total. Calculate with Creatio’s calculator.

It’s easy to get Creatio up and running

This low-code platform helps you streamline and automate your sales, marketing, service, and operations with zero hassle. 

Want to use robust CRM solutions? This is for you.

Using multiple tools to communicate with clients eats up time and productivity. Try LeadsBridge today to connect CRM Creatio with your favorite tool! You can manage the sales process from beginning to end without leaving a single platform.

Which CRM Software Solutions Will You Pick Today?

The best CRM solutions help you track communication, manage leads, and improve the effectiveness of your marketing campaigns effortlessly. 

In the end, it depends on what you’re trying to achieve

If you’re a real estate agent, you might want to skip Klaviyo as it’s built for e-commerce store owners in mind. 

What you really want? Real estate CRM solutions like LionDesk or BoomTownROI.

Whichever industry you’re in or tool you pick, we hope this guide has helped narrow down your choices and reinforced the significant role automation plays in your business.

Want to connect your advertising platform with your sales funnel without manually checking new leads every few hours? 

Sign up for your free LeadsBridge account here.

 

Download now the complete guide to Online Ads Cost in 2021

Priscilla Tan

Priscilla Tan writes blog posts and ebooks for B2B SaaS companies that want to teach their readers how to be better marketers. 36.7% of her articles rank on the 1st page of SERP.

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