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Introduction
Greetings, small business owners! Whether you just started your own small business or have been running one for a while, you know how important it is to stay on top of your game. Keeping track of your leads, sales, customer information and other important data can be daunting. However, with the right CRM and planner software, you can make the process easier and more efficient.
Customer Relationship Management (CRM) software helps you manage your customer data and interactions, while planner software makes it easier to organize your daily tasks and schedule. This article will explore the ten best CRM and planner software for small businesses, their features, and how they can help you streamline your business processes.
What is a CRM Software?
A CRM software is designed to collect, store, and organize customer data. It helps businesses manage their interactions with existing and potential customers. By using a CRM software, businesses can improve their customer relationship management and increase customer loyalty. CRM software can also help businesses generate leads, track sales, and analyze customer data for better decision making.
What is a Planner Software?
A planner software helps businesses manage their schedule, deadlines, and daily tasks. It can be used to set reminders, assign tasks to team members, and track progress. A planner software makes it easier for businesses to stay organized, efficient, and productive. It eliminates the need for manual scheduling and reduces the risk of missed deadlines and appointments.
The Best CRM and Planner Softwares for Small Businesses
| Software Name | Features | Pricing |
|---|---|---|
| Hubspot CRM | Free CRM, Contact Management, Deals, Tasks, Calls, Meeting Scheduling | Free |
| Zoho CRM | Lead Management, Contact Management, Sales Pipeline Management, Email Marketing, Sales Forecasting | Free – $35/user/month |
| Microsoft Dynamics 365 Sales | Sales Automation, Leads and Opportunities, Email Integration, Sales Dashboards, Contact Management | $20/user/month – $200/user/month |
| Agile CRM | Lead Scoring, Email Marketing, Social Integration, Project Management, Appointment Scheduling | $9.99/user/month – $47.99/user/month |
| Salesforce CRM | Contact Management, Lead and Opportunity Management, Sales Forecasting, Reports and Dashboards | $25/user/month – $300/user/month |
| Monday.com | Project Management, Task Management, Time Tracking, Customizable Dashboards, Gantt Charts | $8/user/month – $16/user/month |
| Asana | Task Management, Project Management, Kanban Board, Calendar View, Custom Fields | Free – $24.99/user/month |
| Trello | Task Management, Project Management, Kanban Board, Calendar View, Custom Fields | Free – $17.50/user/month |
| Notion | Task Management, Project Management, Note-taking, Database, Customizable Templates | Free – $16/user/month |
| Evernote Business | Note-taking, Task Management, Project Collaboration, Web Clipper, Integrations | $14.99/user/month |
Frequently Asked Questions (FAQs)
1. What is the benefit of using a CRM software?
A CRM software can help businesses improve their customer relationship management, increase customer loyalty, generate leads, track sales, and analyze customer data for better decision making.
2. What is the benefit of using a planner software?
A planner software can help businesses manage their schedule, deadlines, and daily tasks. It eliminates the need for manual scheduling and reduces the risk of missed deadlines and appointments.
3. Are there any free CRM software for small businesses?
Yes, Hubspot CRM and Zoho CRM offer free versions for small businesses.
4. What is the best CRM software for lead management?
Zoho CRM and Agile CRM offer advanced lead management features.
5. Which CRM software is best for sales forecasting?
Microsoft Dynamics 365 Sales and Salesforce CRM offer advanced sales forecasting features.
6. What is the best planner software for project management?
Monday.com, Asana, and Trello offer advanced project management features.
7. What is the best planner software for note-taking?
Notion and Evernote Business offer advanced note-taking features.
8. Can I integrate CRM and planner software?
Yes, many CRM and planner software offer integrations with each other and other business software.
9. How do I choose the right CRM or planner software for my business?
You should consider your business needs, budget, and user-friendliness of the software before choosing a CRM or planner software.
10. Will using a CRM or planner software require a lot of training?
Most CRM and planner software are designed to be user-friendly and require minimal training. However, some software may offer training resources and customer support.
11. Can I try a CRM or planner software before purchasing it?
Yes, many software offer free trials and demos.
12. Are there any additional costs associated with using a CRM or planner software?
Some software may charge for additional features or integrations. You should check the pricing plan of the software carefully before purchasing it.
13. Can I use CRM or planner software on my mobile device?
Yes, most software offer mobile apps or mobile-friendly versions of their software.
Conclusion
Using the right CRM and planner software can make a huge difference in the efficiency and productivity of your small business. We have explored the top ten CRM and planner software for small businesses, their features, and pricing. By using one of these software, you can streamline your business processes, increase customer loyalty, and achieve your business goals.
We hope that this article has been informative and helpful in choosing the right software for your business. Remember to consider your business needs, budget, and user-friendliness of the software before making a decision.
Take Action Today!
Don’t wait any longer to improve the efficiency and productivity of your small business. Choose one of the ten best CRM and planner software for small businesses today!
Closing Disclaimer
The information provided in this article is for general informational purposes only. We do not endorse any specific software or brand. The software pricing and features may change without notice. It is your responsibility to research and choose the software that best suits your business needs and budget.
