Managing your contacts via a reliable Customer Relationship Management (CRM) service is vital to keeping your business organized and running smoothly. A long-view CRM strategy is key (and this guide can help), but when it comes down to choosing a software service, there are so many to choose from that it can be tough to know where to begin.
For starters, when shopping around for your CRM software, there are four major factors to consider:
- Mobility. Especially at a brand new startup, you will likely be on the move a lot, networking, visiting clients, etc. So your CRM should have a strong mobile app.
- Ease of Use. A CRM that’s difficult to figure out won’t just confound you at the early stages of your company; it will confound any employees you later bring on to interface with it. Find a CRM that’s easy to use lest the problem compound itself.
- Price. Try to avoid annual contracts or upfront payments. Ideally, you’ll be able to find services that offer a free trial.
- Growth. While that simple, minimalist service might look like a time-saver now, it won’t be if you have to upgrade a year from now. Look for options with advanced features that you can take advantage of as you grow.
Beyond that, it’s research, research, research! To help, we’ve laid out pros and cons for a few of the most popular small business CRMs below.