Automatic activity upload: Hubspot CRM automatically records interactions between salespeople and customers, whether emails, comments on social media, or calls.
Unified Contact Information: Hubspot goes beyond a contact's name and title to offer an easy-to-read timeline of salespeople's historical interaction with each customer or prospect.
Chat: Real-time chat with customers and prospects is one of the most notable features of this CRM, allowing your team to view, manage and respond to all conversations, regardless of the communication channel.
In addition, Hubspot allows you to store up to 1 million contacts without an expiration date, synchronizing with Gmail and Outlook via Hubspot Sales.
Insightly
Review: 5 CRMs for B2B SMEs
If your team works with G Suite, Insightly is an option you should consider. Recognized by Gartner in its Peer Insights Customers' Choice in the sales automation category, this CRM allows workflow automation, integrations with the main productivity apps and a deeper understanding of your customer relationships.
Insightly offers:
Lead Journey Tracking: Insightly tracks your most important lead information including lead generation source, emails sent, calls made, meetings, and internal sales tasks for nurturing. It also distributes leads to salespeople in real time.
Workflow automation: As mentioned above, this CRM allows for the creation of complex multi-step business processes, to automatically send email alerts, create or update customer records, generate tasks when opportunities are won, and even synchronize with external platforms such as SAP.
Support for your email marketing strategy: you can easily create and send emails, and even send mass emails to contact lists or a selection of them, with real-time monitoring of deliveries and basic metrics such as opening rate and clicks (includes notifications for each email opened).
No-code app creation: Design and launch custom apps for your business vietnam mobile number with validation rules, workflows, dashboards, reports, and more—all without writing a single line of code!
Integrations: Insightly allows integration with major productivity apps, and stands out for integrating with the entire Google suite. It also allows for on-demand integrations with its open API.
Freshsales
Freshsales offers AI-powered lead scoring, automatic uploading of interaction data with your contacts (emails, calls, and tasks), sorting of prospects by website, product, and interactions by call or email, and clear follow-up, so that salespeople know who to follow up with and when, ensuring the greatest number of opportunities possible.
With Freshsales you get:
360° Customer View: Freshsales shows all the lead details you need to have at hand, in a single view: from conversations to open, won or lost opportunities.
Smart Lead Scoring: Freshsales takes lead scoring to the next level by classifying leads by lead ownership, cross-channel interactions, and buyer persona affinity to maximize opportunities. Plus, every time a lead interacts with your business, whether by opening an email or visiting your website, for example, their score will be modified.
Web Behavior Insights: Keep in-depth track of your leads' customer journey by knowing which sections of your website captured the most interest in each lead and thus prepare material for more effective interactions.
Behavior-based segmentation: Segment your customers by type of activity (call, email, meeting) and behavior, with the help of advanced filters.