Content:

  1. General concepts of CRM
  2. CRM for online stores - KeepinCRM
  3. The simplest CRM - PipeDrive. Sellers from sellers!
  4. CRM for social networks - KeyCRM. Emphasis on the mobile component
  5. Conclusions

If your business has a fully constructed infrastructure: the site is functional, logistics is debugged, you have a staff and everything works perfectly, it's time to optimize and maximize profits. There are different tools and services for this, like Email lists, chatbots, CRM-services, etc.

In this article we will focus on CRM (Customer Relationship Management). Consider the most popular and noteworthy services, and compare them to each other, so that each businessman, who reads this article can unmistakably decide on the choice of CRM-system for your business.

WHAT IS A CRM SYSTEM 


To better understand the subject, its purpose and key characteristics, you should first define the basic concepts.

CRM is a customer relationship management system. It is a software product for businesses and organizations that is designed to automate customer or customer relationship strategies to maximize profits.

A brief list of the main features of CRM services:

  • Analyzing source channels for effectiveness according to different characteristics.
  • Storage of existing customer interaction records for analysis.
  • Selecting and constructing tactics to work with the customer based on available data.
  • Assistance with document management.
  • Interacting with the customer after the order has been made.
  • Working with the client in the event of a negative initial experience.
  • Detailed analysis of the company's work.

Well, now you have a general idea about CRM systems and services they provide. Now we can proceed to a detailed comparison of the most popular and interesting CRM-systems, each of which stands out in some aspect.


KeepinCRM


KeepinCRM is a modern and convenient CRM-system, designed primarily for small and medium-sized businesses. Among which and enjoys great popularity, thanks to the convenient and intuitive set of tools and the low cost of its services.

Functionality

The range of available functionality is a set of tools for different areas of the enterprise. There are 8 of them in total: 

REQUIREMENTS 

The service provides a convenient interface for quick placement of flowing tasks, which will be seen by each employee. This solution helps to increase productivity and improve interaction between employees.

Useful features:
  • Create checklists and file uploads.
  • Automatic alerts 5 minutes before task completion.
  • Email notifications.
  • Easy filtering.

SUPPLIERS

This module will help you organize your work with suppliers and organize purchases, mutual settlements, deliveries to warehouses and much more.

Useful features:
  • Unlimited number of suppliers.
  • Automatic processing of orders.
  • Control of deliveries.
  • Export to XLS.
  • Fragmentation of purchases.
  • Control of settlements.

WAREHOUSE

A simple and functional interface for warehouse logistics. Everything you need in one system which is constantly updated.

Useful functions:
  • Automatic write-offs of stock balances.
  • Combination of several warehouses.
  • XLS or YML synchronization for import.
  • Convenient modification.
  • Automatic price formation.


FINANCES

Easily manage your financial resources. Control payments and bank receipts in 1 click, as well as analyze all financial results of the company.

Useful features:
  • Unlimited number of wallets.
  • Cost planner.
  • Integration of banking systems.
  • Full management statistics.
  • Multicurrency.
  • Filtering of payments.
  • Automatic payments according to triggers.

DOCUMENTS

Extremely easy creation and management of documentation.

Useful features:
  • Unlimited number of documents.
  • Auto-complete information.
  • Detailed customization.
  • Access customization.

CASH REGISTER 

Everything you need to run your offline store.

Useful features:
  • Unlimited number of cash registers.
  • Standardization of sales.
  • Separate access for each cashier.
  • Checkbox-based check fiscalization.

INTEGRATION

Integrate the services important to your company and work with them in one system, without having to switch between different interfaces.

Useful features:
  • Extremely simple interface.
  • Automation of many processes.
  • Help and advice from the service.
  • Constant updates for the companies to integrate.

Price


The pricing policy of this service is very simple and convenient, which again emphasizes its focus on small and medium businesses. You have two plans to choose from: free and paid. And both of them are noteworthy. 

The free plan offers most of the basic functionality of the service with only a few exceptions. It is available only for one user, which might be enough for a very small business or to get acquainted with the service, thankfully the free plan has no time limit.

However, if you want to increase the number of users, you will have to pay $7 for each user. Along with this, you will open all the features of the service, which is very extensive. 

The bottom line is

The service is extremely convenient and functional, and thanks to the low price and simple pricing system it is the most preferable for small and medium businesses. The free plan allows to try all basic functions without time restrictions. 


PipeDrive


The developers of PipeDrive have claimed that the service was "created by sales professionals for sales professionals. The developers clearly understand the needs of their customers and can provide the functionality for the most effective solutions of work tasks.

Functionality

PipeDrive provides the basic functionality required for CRM services:
  • Sales Funnel.
  • Attracting leads.
  • Sales Assistant.
  • Scheduler.
  • Smart contact data.
  • Data security.
  • Customer management.
  • Workflow automation.

However, apart from the basic features that most similar services have, we will consider the most notable advantages that set PipeDrive apart from the competition.


INTERFACE

Getting to know the software starts with the interface, and PipeDrive certainly doesn't have any problems there. The software is rated 4.5/5 stars for ease of use by Capterra, and The Motley Fool called it "the easiest CRM software to use." 

The simple interface also speeds up the process of new employees adapting to the software and increases the productivity of existing employees. Basic tasks and becomes much faster with a user-friendly interface.


APPLICATION

Since the sales profession involves a floating schedule, it's important to have the object of labor always at your fingertips. No more lugging around a laptop because PipeDrive includes a handy mobile app for Android and iOS. 

The app allows you to communicate with clients, close deals, create new tasks, and use other features from the desktop version from anywhere. You can also sync the app with your contacts, calendar, and use extensions in other programs. 

Price

PipeDrive has a free trial period of 14 days, but at the end of those days you will need to pay if you are happy with the service. Rate plans mainly differ in the amount of open trades per company per month, as well as other quantitative characteristics. 

There are other differences as well, but we will not list them here due to the large number of functions of the service. You can read about differences of different plans by yourself here (affiliate link), but here we will just list them:
  • Essential - €15.00
  • Advanced - €29.00
  • Professional - €59.00
  • Enterprise - €99.00

The bottom line is 

This service can be called universal. It is suitable for small, medium and large businesses. Its simple interface may be useful for small businesses, but the extensive functionality and high price of its services indicate a focus on medium and large businesses.

To decide if PipeDrive is right for your business, we recommend registering and trying out the full range of features in a free 14-day trial. 


KeyCRM 

This service provides a standard set of features of CRM-systems with an emphasis on the mobile component. The developers quickly saw the prospects for sales in social networks and messengers, and therefore were among the first to integrate tools to work with these platforms in their system. 

Functionality

"A Single Window for Business.

There's also a user-friendly interface that combines many features to optimize the execution of inline work tasks. It allows you to comfortably perform operations such as: 

  • Processing requests and orders.
  • Communication with customers.
  • Sales funnel.
  • Income and expenses accounting.
  • Detailed analytics.
  • Control of managers' work, etc.

LEAD/ORDER COLLECTION

Requests, orders, and other inquiries from customers in messengers or social networks are channeled in the employee's office. These requests are automatically sorted, which greatly helps optimize the work of a specialist and save time.


COMMUNICATION WITH CUSTOMERS

This is a relatively rare, but very useful advantage for a business, which focuses on working with messengers and social networks. Communication with customers from a variety of Instagram, Viber, Telegram, Facebook, Email and telephony accounts is moved inside the KeyCRM software. 

You don't have to switch between different apps or change devices. All communication takes place in a single, easy-to-use interface, making it much easier to work with your customers. 

ACCESS AND SECURITY

Users can flexibly set up access rights for different employees to each section of the system. The complete history of each user's activity is available to you, which allows you to keep track of the causes of any problems in the business. 

TRADING MODULE

Extensive functionality for working with popular marketplaces, marketplaces and warehouses. Integration of various delivery services, payment systems and PPRO is also available. 

ANALYTICS AND REPORTS

Using the service, you get detailed statistics on all processes of the business. This helps you thoroughly analyze your business and optimize the aspects that need it. Get profit and loss reports - a complete picture of your business in precise figures is always at your fingertips. 

Price

KeyCRM's pricing policy is also very user-friendly in terms of familiarity and very favorable. The service has only one paid plan that includes all available functionality for only $19/month. 

It includes 200 orders, 2,000 requests and 20,000 messages from any source (Instagram, Viber, Telegram, Email). If that's not enough for you, you can double that number for an additional $9/month.

There's also a free trial period (affiliate link) for 30 days, which allows you to master all the features and understand the benefits of the service.

Bottom line is

If your business strongly focuses on interaction in social networks and messengers, you will be extremely happy with this service. The system has a convenient integration of a variety of communication apps, which greatly facilitates interaction with customers. 


CONCLUSION


In this article we looked at CRM systems for different needs:

  • KeepinCRM is best for online stores.
  • PipeDrive will be useful for beginning entrepreneurs because of its simplicity.
  • KeyCRM is the best system for social networks because of its emphasis on working on a smartphone.
Each of them has its own advantages in some particular aspect, which will be useful for businesses of different types. When choosing a service for your business, we recommend relying on the information from the article, but it is better to register and take a free trial period and try out each CRM system yourself.