What is the best CRM 2024

Pipedrive Small Business

In the competitive world of small businesses, every opportunity counts. Effectively managing your customers and closing sales can make the difference between success and stagnation. That's why Pipedrive stands out as an essential solution for growing businesses looking to maximize efficiency and results.

What is Pipedrive?

Pipedrive is a customer relationship management (CRM) software designed to simplify and optimize the sales process. Its intuitive, user-centric approach makes it an ideal choice for small businesses seeking an accessible yet powerful tool to manage their sales pipelines.

Key Features for Small Businesses:

Visual and Customizable Pipeline: Pipedrive organizes your sales processes into visual pipelines that you can customize according to your business's specific needs. This allows you to clearly see where each sales opportunity stands and make informed decisions quickly.
Contact and Activity Management: Keep detailed records of every interaction with your potential and current customers. From emails to phone calls and meetings, Pipedrive helps you track every step of the sales process without missing important details.
Smart Automation: Simplify repetitive tasks and free up time for more strategic activities. With Pipedrive, you can automate emails, follow-up reminders, and other actions to maintain constant communication with your prospects and customers.
Analytics and Reports: Gain valuable insights into your sales team's performance with detailed analytics and reports. Identify patterns, measure campaign effectiveness, and adjust your strategy based on concrete data to maximize your results.
Flexible Integrations: Pipedrive easily integrates with a variety of tools and applications you already use, such as Google Workspace, Slack, and more. This facilitates data synchronization and team collaboration, enhancing your business's operational efficiency.

Tangible Benefits for Your Business:

Increase Productivity: Eliminate manual work and focus your efforts on closing sales.
Enhance Visibility: Clearly visualize your sales progress and make informed decisions in real time.
Optimize Collaboration: Facilitate communication across teams and improve collaboration throughout the organization.
Scalability: Grow with confidence knowing that Pipedrive can adapt to your business's changing needs as you expand.

Are you ready to discover the best CRM systems for your company? Check out the list we prepared below.

1. Plumes

Ploomes is a tool that aims to address the problems of professionals who work with sales and complex processes. Therefore, the highly customizable and easy-to-use software is on the list of the best CRM systems to invest in.

In addition, the platform guarantees the organization of longer commercial, technical and consultative processes through automations, checklists and workflows, streamlining the salespeople's routine.

Managers, in turn, gain greater visibility with reports updated in real time to monitor the team. Another differential is the automation of documents and proposals, which allows the CRM to work integrated with the ERP, pricing products and services.

Also, hiring Ploomes is done from different modules. Thus, you can start using just the basic plan and then expand the use with features that are contracted separately. That way, you only pay for what you use.

2. RD Station CRM

Guaranteed presence among the best CRM systems on the market, this is the software by Pesquisa Digitais. Integration with the marketing automation tool is certainly one of the great advantages for users of this platform.

RD Station CRM allows users to manage customer relationships and, consequently, optimize processes, which contributes to increasing the company's revenue generation, ensuring the much-desired customer success.

This is possible thanks to the organization of processes and the complete view of the sales funnel. Thus, the commercial team knows exactly how their sales are and is able to guarantee better results.

Furthermore, RD Station CRM also allows the creation of tasks and automations that guarantee the efficiency and productivity of all those involved in the commercial routine. In addition to giving visibility on the performance of teams and actions through reports extracted from the tool.

3. Pipedrive

Since we are talking about the best CRM systems , we need to talk about Pipedrive. Used by thousands of people in Brazil and around the world, it is an excellent option.

By using the tool, the company guarantees concentration on the right businesses, that is, with the solution, it is possible to understand the timing of each negotiation or process and concentrate efforts on the most strategic opportunities.

This is possible with the possibility of managing the sales funnel, the integration of e-mails, dashboards of goals and activities that allow a close monitoring of the actions, in addition to the integration with other systems used.

4. Salesforce

We couldn't talk about the best CRM systems without mentioning the Salesforce platform. This is because it is one of the most used relationship management tools in the world.

Being one of the pioneers of the CRM market, it is also one of the most reliable to invest in.

Prepared to serve large, medium and small companies with several features, ranging from lead generation to opportunity management to the use of workflows.

In addition, it is also possible to monitor sales in real time and optimize the generation of quotations and business proposals. Not to mention the benefits that the tool brings to the company's internal communication.

5. Zoho CRM

To finish our list of suggestions with the best CRM systems to invest in, we have Zoho CRM. The tool enables a global network of more than 250,000 companies in 180 countries to convert more leads, engage customers and increase revenue.

With the robustness of the tool, it is possible to deliver a better experience to customers and actually contribute to the success of each user.

In addition, by relying on Zoho's CRM, control of sales and performance metrics will be constantly monitored. Whether through the available panels or even via a mobile application, the artificial intelligence tools used ensure that your business is always one step ahead.

So, if you want to connect with your customers, wherever they are, invest now in a tool capable of optimizing your commercial operation and stop wasting time and money.

6. Omie CRM online

Omie is a complete ERP (Enterprise Resource Planning), which has several integrated modules, including CRM. In this sense, it allows businesses to have the entire negotiation history and make smarter and more assertive sales.

Also, CRM Omie is completely online and offers the following possibilities:

simple view of the status of negotiations;
sales pipeline summary;
ABC trading history;
Delegating important tasks to the team.

What is the best CRM platform for your business?

Throughout the content, we saw what a CRM is and analyzed the characteristics of the 5 best CRM systems so that you can choose which one best fits your reality. In addition, it is important to highlight that there are other options available on the market.

If you still don't use a Customer Relationship Management tool, how about investing right now in optimizing your company's results? Don't forget that overly manual and bureaucratic processes only make it difficult to achieve good deals.

We hope that the article will help you choose one of the best CRM systems for your company and, with that, excellent results will be noticed. But don't forget to check whether the chosen solution can be integrated with other systems on the market, such as ERPs and BI systems!

Get to know Omie and understand how, among so many available modules, CRM can offer what your business needs to automate processes related to marketing, sales and customer relationships. Talk to an expert and learn more!

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