Opinion on CRM for small professional services business

6 replies
Hello all,

I'm currently shopping for a CRM with some specific needs. I have a list of requirements (some are obvious) that I'm hoping I can roll into one CRM. I'm currently looking at the obvious CRMs (Sales force, Zoho) Based on the list below, any recommendations? Any input is greatly appreciated. Thanks!

1. Store leads and sales contacts
2. Pipeline and status - where are they in the sales process
3. Revenue forecasting - how much potential revenue do we have in the pipeline
4. Marketing automation - contact the lead right away and automatically
5. List our services and fees - list our service fees; ability to adjust based on factors such as volume
6. Ability to close deals and send proposals directly through the software
7. Landing pages that look great
8. Affordable and scalable
9. One saas/app for everything
#business #crm #opinion #professional #services #small
  • Profile picture of the author dburk
    Hi cpalmieri,

    There are no shortage of choices for CRMs to choose from these days.As far as CRMs go SalesForce is the big one, but it is not known for it's love of use by the sales people that actually use it, it is more of an executive reporting tool, most sales reps are forced to use it and according to a study done a while back it consumes 40% of the sales reps time just performing data entry tasks for using that app. A great tool for upper management, not so much for the workaday users.

    A nice simple CRM like Pipedrive offers a much better user experience but lacks the Marketing Automation features.

    You can take a look at Mautic, it ticks most all the boxes for what you want, but it is a little rough around the edges, difficult to learn and it is really more marketing automation without the CRM features you want and need.

    Perhaps a better all-in-one type option would be ActiveCampaign, They have an excellent integrated CRM, designed with a workflow similar to Pipedrive, combined with top notch Marketing automation features.While it is not a landing page platform it does have a lead form feature that can easily be integrated into nearly all Landing Page platforms and popular page builder plugins like Elementor for Wordpress.

    In my opinion you are better off using a dedicated Landing Page Builder, like Instapage (best-in-breed), if you are building a lot of landing pages and performing testing and optimizations. Landing Page Platforms have native built-in integrations that allow them to work as a seamless system with nearly all popular CRMs, Marketing Automation, and website platforms.

    I mean it is cool to have an all-in-one swiss army knife style of app, for amateur projects, but if you want to go pro, you need high quality purpose-built tools that are designed to work with best-in-breed dedicated apps, IMHO.

    Again if you are just planning to do a couple pages and be done, then an all-in-one type solution may be a good option, but if you plan to do this type of work professionally, or want the ability to scale, you need to move towards best-in-breed apps because they will save you a lot of time and money, allowing you to be more productive and get a better result.

    HTH,

    Don Burk
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  • Profile picture of the author affmarketer101
    Let's use Hubspot or Insightly.
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  • Profile picture of the author Makarkin Pro
    I'm integrator of CRM Bitrix24. Mostly doing integrations in Russia. If you looking for a cheap solution may it'll be your choice.

    I love it becouse it's have a cloud version as well as self-hosted.

    1. Store leads and sales contacts Yes
    2. Pipeline and status - where are they in the sales process Yes
    3. Revenue forecasting - how much potential revenue do we have in the pipeline Yes
    4. Marketing automation - contact the lead right away and automatically Yes, it's have a buziness process builder
    5. List our services and fees - list our service fees; ability to adjust based on factors such as volume Its has a reports, but you need explain its more clearly
    6. Ability to close deals and send proposals directly through the software Yes
    7. Landing pages that look great Yes, I'm not using it's a lot I close mostly with WordPress. But they have that option (it's a new one)
    8. Affordable and scalable Yes
    9. One saas/app for everything Yes, its not only a CRM. CRM is a part of functionality

    I hope that help you and somebody else. If you'll choise a cloud version, I may help with a REST-api integration. But it has some already integarated app, like for IP-telephony and QuickBooks.
    Signature

    Love doing CRM integrations and deep internet marketing analysis with lovely niches =)

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  • Profile picture of the author william17
    CRM software gives you the flexibility to optimize the Company sales and improve the overall productivity of your business too. Now you can focus more on other productive things and leave the rest on robust CRM systems. With a cloud-based CRM system like Salesforce, you can connect each and every department together and covers a wide range of options for small business-like price, features, or integrations etc.
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  • Hey cpalmieri,

    if you're looking crm specifically for businesses i suggest you try Funnel CRM. it is one of the best CRM software for any small/medium size business. It's easy to use, affordable starts at just $10 and has more features than any CRM software in the market
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  • Profile picture of the author PPG19
    We use Bitrix24 and is great. Is a great all in one solution and affordable.
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