Consider a tool that records any interaction between your sales rep and the customer.
Workflow automation: The right CRM tool should help you streamline your workflow by automating customer data management and eliminating manual data entry.It should enable you to customize fields to track multiple sales pipelines, forecast your business revenues, and plan your marketing strategy. You should consider a CRM with the right reporting tools to fulfill your business requirements.
You should understand your business requirements before you shortlist a CRM tool. Business requirements: Businesses primarily need a CRM tool to streamline the sales pipeline, store customer data, and enable proper client communication.Here are some considerations to keep in mind before investing in a CRM solution: EngageBay is the most affordable CRM automation platform in this list, designed for small and medium businesses, and startups. The first software on our list is EngageBay. Here, we have carefully hand-picked the five best CRM automation software for your business. The right customer relationship management software helps track sales opportunities and pipeline progress to monitor productivity and ensure better revenue forecasting. Some are great, some are okay-ish, and some outright bog you down.