The best crm systems for business

Entrepreneurs, marketers and salespeople in sales and customer relationship management today cannot do without one of the best crm systems. They are also needed to receive and process requests, to remind you of meetings, to stimulate deals and increase customer loyalty. We have prepared a rating of proven platforms with cloud and box versions for large, medium and small businesses - beauty salons, travel companies, car washes, real estate agencies, law offices, online stores. This TOP will help you quickly decide on their choice!

Rating of the best crm services

When compiling this TOP CRM systems for sales and customer relationship management, not only user reviews were taken into account, but also an analysis of the following nuances:

• System type - local and / or cloud;
• Cost;
• Number of tariff packages;
• Free version available;
• Simplicity of the interface;
• Functional;
• IP telephony;
• Mobile app;
• Analytics detail;
• Free email;
• Integration with 1C and other third-party services;
• Printing forms;
• The quality of technical support;
• Data upload and download speed;
• Convenience of the task scheduler;
• Internal communications;
• The possibility of customization.

The rating of the best crm for business was divided according to the purpose of the management system, that is, for what area it was developed.

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The best crm systems for small businesses

In this category, 2 platforms with a good reputation stand out.

Zoho

This crm service has a Russian interface, so it is convenient for use in Russia. It is interesting for its seamless integration with other services - sms aggregators, email providers, 1c and telephony. It makes it easier to monitor employee interactions with customers and customers over the phone. It has ample opportunities - data import, a tool for combining various software, report constructs.

Thanks to a special application, you can instantly receive reports on tasks, time of events, calls, enterprise revenues, etc. The system is easy to use even for inexperienced managers, since all processes can be customized and automated. Particularly noteworthy is the ease of creating web forms by dragging and dropping fields to facilitate lead generation.

Advantages

• Built-in chat that works 24 hours a day, 7 days a week;
• The viewer does not require plugins and works in all browsers;
• Easy to connect online application;
• Free tariff for one project;
• Intuitive interface.

disadvantages

• There is a big difference in price between different tariff plans.

According to reviews of Zoho, it is convenient to use it in various industries - warehouse, manufacturing, medicine, etc.

Megaplan

This is the best crm platform out of all, because it deals with both increasing sales and managing employees at the same time. The system allows you to organize important information, put things in order in e-mail and make a list of tasks. But here users are especially appreciated for detailed statistics on transactions and data security.

Megaplan offers flexible settings that even a beginner can start with. The availability of a personal manager and qualified technical support makes it even easier to use the service. It is comfortable to work with it even from a smartphone due to a mobile application. The CRM system is free of charge within one package.

Advantages

• Unobtrusive design;
• Integration with Process Insight;
• Modern mobile application;
• Several tariffs are available;
• Convenient calendar of events;
• Quick search when installing software;
• You pay for the number of licenses, not for projects.

disadvantages

• High prices for work on your own server;
• Does not allow setting tasks with a tough deadline;
• There is no file storage;
• The selection of options is not the most user-friendly.

Megaplan is a veteran of the domestic SaaS market, offering both cloud and box versions.

The best crm systems for the sales department

The main task of such platforms is to automate the receipt and processing of orders from buyers, as well as work with clients. The following crm service handles this perfectly.

АmoCRM

Users like this crm-platform for its accuracy, all customer requests made by email, phone, chat or forum on the site are automatically included in its archive, which allows them not to be lost. For the sales department, including wholesale, this is the best option, in particular, due to the full cycle of transactions at all stages - from finding a customer to concluding an agreement. A competent analytics system helps in analyzing the company's performance and control over income.

Compared to other systems, the functionality of АmoCRM is not the richest, but this drawback is covered by the complete automation of task creation - from adding a deal to including it in the archive. In this case, business processes can be conducted in an unlimited number. The service is so smart that it even calculates the likelihood of a customer's readiness to purchase a product.

Advantages

• The presence of a WebHook to intercept events occurring in the system;
• Daily data backup;
• Free customization of the desktop;
• No hidden fees;
• Free trial period of 14 days;
• There are 3 types of packages available - basic, advanced and professional.

disadvantages

• Limiting the number of IP addresses to access the program.

For newcomers to work with a sales management system, it is better to choose a special tariff with a subscription for 2 and 5 customers.

The best crm systems for online stores

As in the case of sales, automation of receiving and processing orders is important here. It is also obligatory to have integrated telephony for recording and listening to calls.

Retailcrm

A brief overview of the Retailcrm crm system should start with focusing on its functionality. With it, you can automate the process of recruiting buyers by phone by managers and speed up the processing of orders, and it always allows you to be aware of their number and status thanks to a pop-up window. The polite, professional technical support also leaves a pleasant impression.

Сrm-system Retailcrm is integrated with Yandex.Market, so there is no need to manually transfer all contacts and generate a price tag. But what is most interesting here is the opportunity to set different prices for the same products. A convenient filter makes it easier to navigate the search. The system facilitates the work of online store managers by providing detailed statistics and reports, and also distributes orders by priority itself.

Advantages

• Setting prices by region;
• Formation of cards for customers by their phone number;
• Convenient and detailed history;
• Automatic distribution of orders by priority;
• Integration with the SPSR logistics service;
• Accurate tracking of client visits to the site;
• Three-level affiliate program.

disadvantages

• The free plan does not include analytics.

According to reviews, Retailcrm cuts order processing times by 80%.

The best crm systems for real estate agencies

The emphasis here is on the size of the database, its security and the differentiation of access to it for realtors.

Dacrm

This CRM system is designed specifically for running a real estate sale or lease business. It attracts with its advanced functionality - uploading objects to more than 50 message boards, which increases the chances of a successful client search. Using the API, you can connect any online service - Vkontakte, Telegram, etc. It is easy to keep track of clients, and detailed statistics makes the work of employees even more efficient.

Dacrm wins over other similar sites by the possibility of customization for each specific real estate agency. The management system is also unique due to the provision of a full range of services, ranging from domain registration with a large selection of them and ending with the creation of the site itself using a simple constructor.

Advantages

• 30% discount when paying for the year;
• Access control by roles;
• Large database of objects;
• Automatic posting in a group in VK;
• Making calls from Android smartphones into the system;
• Works in any browser;
• Generous affiliate program.

disadvantages

• Not the most interesting ready-made website templates;
• The menu is quite difficult, it takes time to master it.

The Dacrm crm-system has very flexible tariffs for business - there are "start", "optimal", "business", "premium" and "premium +" packages. The higher their cost, the more users get access to the platform.

The best crm systems for car wash

Two options are possible here - collaboration and combined versions of the system.

Сlean-control

This platform is regularly included in the rating of crm systems due to its wide capabilities. It is thought out to the smallest detail - it takes into account the volume of work performed, calculates the salary of employees, generates discounts, helps to control the movement of materials and draw up detailed reports for the required period. She is also pleasantly surprised by her ability to inform customers via SMS, make an appointment and control car wash equipment.

Сrm-system Сlean-Сontrol is very convenient to use because there is no need for a permanent Internet connection to work. Users note in the reviews the high speed of ordering - from 40 seconds to 3 minutes, but without installing the program, you have to wait longer than with it. The system has 2 tariffs - LIGHT and FULL, and the latter can even be purchased in installments for a year.

Advantages

• Free software update;
• Professional technical support;
• Detailed video demonstration of the program's capabilities;
• Long-term presence of the product on the market;
• Fast business optimization.

disadvantages

• Without a program, you need to create reports manually;
• Omitting the boxed version requires manual payroll.

The Сrm-system Сlean-Сontrol offers two versions - without the program and with it, the latter gives more possibilities. This includes payroll, body type determination, online checkout, and more. dr.

The best crm systems for lawyers

The platforms presented in this rating of crm systems were created not only for the needs of the legal business, but also for other industries. Therefore, you need to choose the appropriate version in advance.

Bitrix24

It is the most powerful and popular business tool due to its ease of adaptation to various fields of activity. Legal companies are satisfied with the product, as it helps to manage documents online, share them with colleagues, schedule meetings and use the mailboxes provided by the platform for free.

The Bitrix24 CRM system also receives good reviews due to the ability to automate the acceptance of customer requests only to free lawyers, regardless of the communication channel. The developers have created a complete history of interaction with customers, which allows you to instantly receive all the necessary information about them. The ability to listen to conversations of employees with them, which are automatically recorded, helps in monitoring the quality of their work.

Advantages

• Conveniently integrated telephony;
• Saving time due to template tasks;
• There are both cloud and box versions;
• Time tracking function;
• Not a bad task manager;
• An app store with a good selection.

disadvantages

• Not the easiest one for employees;
• Lack of telephone technical support.

In the free version, Bitrix24 has only 10-15% of all functionality available.

Yclients

This CRM system was created for the legal industry, the beauty and health industry, photography studios and some other types of business. There is a special program for a law office or a notary office. A large customer base is available here, where you can store detailed information about them. An electronic journal is built into the system, which facilitates the scheduling of work and control of working time.

With Yclients, putting things in order in the financial affairs of a law firm is not too difficult due to the automatic compilation of comprehensive reports. A well-thought-out SMS and email distribution reduces the likelihood of customers being late and not showing up at the office. The developers guarantee 100% security, uninterrupted online recording and fewer employee errors. Their product makes it much easier to control the workload of lawyers and keep track of contracts.

Advantages

• Detailed demo video;
• Free trial period;
• Representative offices in several cities of Russia;
• Named the best among the participants of the Digital Summits competition;
• The only officially recognized partner of the Vkontakte social network;
• Regular system updates;
• Simultaneous work with several cash registers.

disadvantages

• Short test period of 3 days;
• A large number of menu items;
• Absence of names of services for integration in the "Integration" section.

The crm-system Yclients offers customers their own personal account, where they can cancel or reschedule the record.

The best crm for a beauty salon

Such systems are needed here for online recording of customers, storing information about them, as well as for keeping records of materials.

Сlientbase

The service is popular due to the provision of free access to its tools, however, more advanced functionality is given after purchasing the necessary modules. Free use of the platform is limited by the number of users up to 30 people and the number of clients - up to 500 people. She is also chosen for the possibility of renting an account, which does not require the deployment of the system on your site.

Of the pleasant moments in сrm Сlientbase, you need to allocate permission to create your own modules, but for this you will have to use your programmer. Its popularity is also given by a rather large income on the referral program, equal to an average of 20% from one referred client. Integration with 1C deserves special attention, which makes the work of beauty salon employees more convenient and efficient.

Advantages

• Presence of a boxed version and a cloud version;
• Convenient table designer;
• Reminder function;
• Lots of filters;
• Access control for employees;
• Instant import and export.

disadvantages

• Not the best design.

When choosing the Сlientbase crm-system, it is worth considering that you will have to pay separately for revision and simple configuration.

The best crm systems for a travel agency

In this category, the winners are 2 platforms that have free versions for testing features.

U-on

Investments in payment for the services of the system pay off instantly, it simultaneously increases the level of customer loyalty, motivates employees, provides statistics in a few clicks, helps in managing finances and controlling the work of a travel company. The reviews write about the convenience of managing leads and tour sales. The developers regularly add new functions, making the activities of managers more convenient and efficient.

The system easily integrates with travel agency websites, allows the installation of various widgets and setting up payment acceptance.It does not have a boxed version, customers are offered only cloud-based crm technologies, which does not create unnecessary difficulties in using the product. It allows you to maintain your large client base, send messages to it and provide quick feedback with customers.

Advantages

• Free version;
• Several tariff packages;
• Many additional services;
• Good affiliate program with training;
• Creation of your own call-center for order processing;
• Suitable for both small and large agencies.

disadvantages

• All additional services are paid.

The CRM system has one package for testing the product for free, but it lacks integration with telephony and is limited: the number of transactions, calls and employee access.

Samo

This is a professional CRM software for travel agencies of different sizes with a wide range of functions. It can be called the best due to the complete automation of the company's processes - from a customer call to receiving a review about the tour. It offers flexible terms of cooperation, you can choose both the cloud version and the boxed version. Here they guarantee full control of data and a high level of their security, excluding information leakage to competitors.

The CRM system allows online booking and printing of documents upon request. Here you can book tours directly in the program, which eliminates the inconvenience of clients. To keep in touch with them, the service has implemented e-mail and SMS distribution, as well as integration with IP telephony, which makes it possible to receive information about all calls. You can subscribe for 1 year or purchase a version with unlimited use.

Advantages

• You can store information both on your own server and in the cloud;
• Restricting user access by passwords and logins;
• Adjustment of access for managers and reduction of rights to view the database;
• Accurate accounting of issued discount cards;
• The ability to attach information to requests in files;
• Detailed analysis of the effectiveness of advertising.

disadvantages

• Inexpensive add-on modules.

Samo has developed separate software versions for travel agencies, tour operators and hotels.

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Which crm platform is better to choose

The cloud version of crm is relevant for those who want not to load their computer power, but the boxed version is still safer, but it is also the most expensive. The system should provide for integration with third-party services, applications and IP-telephony. Particular attention should be paid to the possibility of changing the starting settings and purchasing additional modules.

For comfortable and efficient work, it is important to be able to disable unnecessary functionality in the crm system. Equally important is access to adding the necessary options on your own, without the help of developers. For convenience, all information about editing files should be saved in history, so that, if necessary, the data can be restored.

Each employee should only have access to the data they need. For this, it is necessary that the system provides for the differentiation of rights to view and edit this or that information, as well as to manage it. This improves security and preserves data confidentiality.

In our ranking of the best crm for doing business, only the most reliable, popular and practical options are presented. Before choosing them, you just need to decide what they are for.