If you are uncertain about the benefits a CRM software can provide for your local business or NPOs, then this article is for you.
A CRM software can help you manage your customer data in one place, track your customer history, maintain a huge database, add reminders for calls & meetings, and speed up the entire customer or donor relationship management process.
Choosing the perfect CRM in today’s huge market is difficult. To simplify the process, we have researched and listed some of the best performing CRM software that can work well with your WordPress website.
Go through the features, functionalities, and comparison chart of CRM software below and select the one that will satisfy your business and NPO needs.
HubSpot CRM is a premier Google partner and one of the leading CRM software in today’s market. It has all basic features like organizing the communication data between you and your customer, tracking & assigning your deals, monitoring your company’s activity via the dashboard, controlling the performance of your agents, improving inbound sales, and much more.
Click here to learn more about the mobile features.
The highlighted features have limitations, if you don’t want restrictions, you have to purchase the sales, marketing or service hub package.
| Name | Meaning | Package | Features you get |
| Conversational bots | Helps you to create bots | Marketing Hub – If you don’t want any limitations, you have to purchase the enterprise pack. | Lead qualification, meeting booking, and ticket creation bots, and includes custom branching logic, programmable bots, and webhooks |
| Calling | Client calling | Sales Hub – If you don’t want any limitations, you have to purchase the professional pack. | Up to 33 hours/user/month |
| Meetings | Calendar to follow-up with client calls | Sales Hub – If you don’t want any limitations, you have to purchase the starter pack. | Up to 1000 personal and team meetings |
| Reporting dashboard | Sales and customer reports | Sales Hub – If you don’t want any limitations, you have to purchase the starter pack. | Standard dashboard and one custom dashboard |
| Documents | Upload any PDF, Powerpoint, or Word documents | Sales Hub – If you don’t want any limitations, you have to purchase the starter pack. | Up to 1000 documents per account |
| Forms | Helps to create forms | Free in Marketing Hub – But if you want to remove the HubSpot watermark, you have to purchase the ‘professional’ pack. | Pop-up forms, external form tracking, and native forms |
| Contact activity | Activity of contacts. For example, pages they visited on the website | Marketing Hub – If you don’t want limitations, you have to purchase the starter pack. | No days or months limitation to track contact activity |
| Canned Snippets | Email personalization. For example, adding an email signature in all the emails. | Sales Hub – If you don’t want limitations, you have to purchase the starter pack. | Up to 1000 per account |
| Email tracking notification | Tracking the open rates of emails | Sales Hub – If you don’t want limitations, you have to purchase the starter pack. | Unlimited open rate tracking |
| Email templates | Creating a template for sending emails | Sales Hub – If you don’t want limitations, you have to purchase the starter pack. | Up to 1000 per account |
| Conversations inbox | Client conversation tracker | Marketing Hub – If you don’t want limitations, you have to purchase the professional pack. | Up to 10 in boxes |
Salesforce CRM is an award-winning software that provides solutions for sales and marketing. It has separate systems for analytics, marketing, service, and community cloud. Through the software, you can track the communication between your team and customers in a single place. There are separate mobile applications for Android and iOS devices that provide real-time data from dashboards to custom reports. Plus, there is also a ‘Feed First’ feature that lets you track important information based on your settings.
Click here to learn more about the features.
Click here to learn more about the mobile features.
Click here to learn more about pricing.
Zoho CRM is a web-based, award-winning CRM software designed specifically for lead and contact management. It provides functionality for pipeline management and purchase control. Through the software, you can automate your day-to-day business activities, track your sales, and engage customers on various platforms. There is a mobile application of Zoho CRM which lets you get real-time updates quickly and convert multiple events on the go.
Click here to learn more about the features.
Click here to learn more about pricing.
| Key features | HubSpot | Salesforce | Zoho |
| Price | HubSpot CRM is completely free. | Salesforce does not have a free plan. The premium plan starts from $25 user/ month, billed annually (up to 10 users with 14 days free trial) | Zoho has a free plan with limited number of users (up to 3 users). The premium plan starts from $12/user/month, billed annually with 15 days free trial |
| Workflow automation | Yes | Yes | Yes |
| Email provider integration | Yes | Yes | Yes |
| Support | Email, call and chat | Only during business hours via in-person, live online, webinars, and documentation | 24/7 via in-person, webinars, and documentation |
| Capturing leads from websites | Yes | Yes | Yes |
| Marketing automation integration | No | Yes | Yes |
| Custom reports | Yes | Yes | Yes |
| Calendar/reminder system | Yes | Yes | Yes |
| Multicurrency support | Yes | Yes | Yes |
| Quotes/proposals | Yes | Yes | Yes |
| Smart sales email inbox | No | No | Yes |
| WordPress integration | Hubspot CRM with WordPress via Zapier | Salesforce CRM with WordPress via Zapier | Zoho CRM with WordPress via Zapier |
| Separate calling feature | Yes | Yes | Yes |
| Mobile app | Android and iOS: Mobile App Info | Android and iOS Mobile App Info | Android and iOS Mobile App Info |
| Free version | Yes | 30-day free trial | Yes |
| Free users | Unlimited | 1 | – |
| Pricing | $45/user/month | $25/user/month | $18/user/month |
| Email integration | Regular Gmail and Outlook Integration | Outlook and Gmail | Inbuilt feature as Smart Sales Email Inbox |
| Gravity form support | No (inbuilt forms with limitations) | Yes | Yes |
| Ratings by Capterra | 4.5 out of 1915 | 4.5 out of 11483 | 4 out of 2822 |
In conclusion, HubSpot CRM is better for medium to large enterprises and NPOs; Zoho CRM is better for small enterprises and NPOs, and Salesforce is suitable for any type of business or NPO.
A feature-rich CRM software helps you to handle multiple operations on a single platform. Make use of CRM software to automate workflow and never miss an opportunity to engage your customers and donors. Hopefully, our review will help you to make the right decision.
What is your favorite CRM software? What are some of the pros and cons of the CRM you choose for your company and NPO that you think is worth sharing? Please do comment below!
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