Interactions in business take numerous forms and take place across multiple channels, and you must be prepared to meet your customers on their terms. This is where a CRM comes into play. Nearly 75% of sales managers agree that a CRM helps them increase sales and strengthen customer relationships. A CRM can benefit all aspects of your business and sales in only one of them.
However, you can’t simply jump on the bandwagon and invest in a CRM to increase your business profit overnight. Make sure you consider the sales team’s suggestion when investing in CRM technology to make sure that management and the staff are on the same page.
What Is A CRM?
A CRM is an approach for managing all your company’s relationships and interactions with customers and potential customers in one place. The right customer relationship management (CRM) software can help you stay in touch with your customers while also keeping your team productive.
We tried and tested over a dozen CRMs to assist you in your hunt for CRM software right for your company. And based on the research, we have prepared a list of ten best CRMs for coaches and consultants.
Profi
Profi CRM offers everything you need to organize and expand your business. From receiving payments to connecting with clients over a call, the CRM offers an engaging experience to users. The best thing? Profi offers customized plans for coaches, trainers, consultants, and therapists.
Trusted by 1000+ service providers and organizations, Profi is an all-in-one CRM solution to simplify your business activities and stay at the top. In addition, the CRM offers an online coaching platform to prepare professional-looking courses and landing pages, add interactive video sessions, chats, community discussions, and more to drive more engagement and revenue.
Zoho CRM
Zoho is a cloud-based CRM solution designed to help you acquire, keep, and please customers to grow your business. It works whether you are a new entrepreneur or the owner of a medium or large business. Zoho CRM automates daily business tasks, tracks sales, and engages customers across several platforms.
Furthermore, the solution’s mobile platform allows you to carry it with you to obtain quick and real-time updates. You can expand the CRM system by linking it with popular apps like MailChimp, QuickBooks, Microsoft Outlook, ConstantConnect, and Google Apps, as well as cloud-based connectors like OneSaas and CloudWork.
Salesforce Sales Cloud
Salesforce Sales Cloud is a CRM solution built by Salesforce that centralizes all customer information and interactions on a single platform. It enables users to identify consumers, grow accounts, and close sales more quickly and easily.
The CRM software maintains current information in one place, making it easy to prioritize and make decisions.
Bitrix24
Bitrix24 is a collaboration program meant to automate communication and management procedures in small and large enterprises and startups. This application provides a single and comprehensive set of managing contacts, messages, emails, files, tasks, and projects. Your team may operate productively under one roof while keeping track of all tasks using the Activity Stream.
Pipedrive
Pipedrive is a simple yet powerful CRM and sales pipeline management program used by thousands of small and medium-sized businesses worldwide. The system was created by skilled web app developers and sales professionals, and you can use it to arrange your company leads to gain a clear picture of your sales and focus on priority deals.
Pipedrive is simple to use, and your sales team may utilize it on their PC or mobile device. It simply interacts with Google programs like Google Contacts and Google Calendar. Pipedrive has a strong direct sales basis. This solution can help you manage your company’s sales pipeline more effectively.
Nimble
Agile is a straightforward and intelligent CRM system designed to assist organizations and professionals in building stronger customer interactions across many channels. It can track, engage, and nurture contracts smartly and quickly to present users with the necessary conversational contexts.
The software can combine your calendar, collaborations, messages, and contacts into a single solution, obtaining data from well-known social media networks (Twitter, Facebook, and LinkedIn) and automatically linking this functionality to your connections. You don’t have to use different applications to identify people and businesses relevant to your business when you use Nimble. It simply provides you with smarter and faster interaction.
Nutshell
Nutshell CRM is a CRM program that assists organizations in attracting and retaining customers. The system is intended to meet the demands of enterprises of various sizes and industries. Nutshell has a broad feature set that we may compare to major CRM software. There are no reporting limits, storage limits, or user limits.
Apptivo
Apptivo is a cloud CRM solution that caters to a small business’s or freelancer’s expanding sales and marketing needs. The Contacts and Opportunities capabilities in the software allow you to create and manage client accounts with crucial and relevant data associated with each item. You can also communicate with clients directly within the app for greater convenience and easier access to their data.
Close
Close is a tool created by salespeople for salespeople to boost calls and close transactions efficiently. It also aspires to achieve the target goals on or before the deadlines. The software is designed to help users spend more time communicating with current and future customers and less time entering data.
Users can also receive and make calls and take business notes without leaving the app or dialing a phone number.
NetHunt
NetHunt is a CRM software solution designed to function in tandem with your Gmail account and Google services. It allows you to turn your G Suite into a single CRM center, allowing you and your team to handle sales, marketing, and customer service activities without relying on a separate business system.
Apart from merging your CRM efforts, NetHunt CRM saves you time and money on training because you’ll be using the same familiar G Suite interface–the only difference is that it now contains powerful CRM capabilities. Furthermore, the platform includes API capabilities, allowing you to enhance the functionality of your existing apps.
Conclusion
CRM technology offers countless benefits to coaches and consultants when implemented correctly; it can improve your sales process and accelerate your business development efforts. From the initial contact to the follow-up, your sales agents and account managers will not have to consider when (or how) to contact prospects again if you choose the right CRM.