CRM
In this section we will discuss CRM or Customer Relationship Management tools.
We pay special attention to your pricing models, their characteristics and our experience using them over the years.
The goal is for you to find the software that best suits your needs.
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Capsule CRM offers an efficient solution for customer relationship management.
★★★★★
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PROS:
- Easy-to-navigate interface
- Classification and organization of contacts
- Free plan and 14-day trial
- Adaptable sales flows
- Calendar and task management tools
- Integrations with various tools
- Mobile App for iOS and Android
- Large knowledge base
CONS:
- The free plan is very limited
- Not recommended for large companies
Keap offers a comprehensive solution for business management, task automation and customer relationship improvement.
★★★★★
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PROS:
- Intuitia platform
- Efficient automation
- Advanced contact management
- Personalization and segmentation
- Powerful email and SMS marketing tools
- Integrations
- Various pricing plans
CONS:
- Costly compared to other tools
- Initial learning curve to take advantage of all functionalities
- Some more advanced functionalities may be complex for less experienced users.
- Telephone support is not for all customers
Marketo is a marketing automation platform that covers everything from lead generation to campaign management and results analysis.
★★★★★
More details +
PROS:
- Drag & drop editor
- All-in-one platform
- Email personalization
- AI-driven
CONS:
- Price
- Of the CRMs, only Salesforce works well.
- Compatibility problems with some software
- Somewhat complicated for those who do not know HTML
