| Info | pipedrive | monday.com CRM | Hubspot |
|---|---|---|---|
| Prices | From £14.90 User/Month | Starting from £0 /Month for individuals | The Hubspot CRM is free of charge |
| Test free of charge | 14 days | 14 days | 14 days |
| Suitable for | Small, medium-sized enterprises (S M) | Small, medium, large enterprises (S M L) | Small, medium-sized enterprises (S M) |
| Number of contacts | Unlimited (Enterprise) | Unlimited | 200.000 (Enterprise) |
| Agile methods | Pipedrive Agile Framework | Kanban, Canvas | Scrum, Kanban |
| Mobile App | Yes | Yes | Yes |
| Support | Yes | Yes | Yes |
| Website | pipedrive.com | monday.com | hubspot.com |
The best CRM systems for 2023 🇬🇧
These days, the science of selling has become ever more sophisticated. There’s still room for artistry, but the truth is, investing in an integrated digital tool—i.e. a sales CRM—is pretty much now indispensable.
Why Use A Sales CRM?
With a good CRM on your side, your sales people can stay on the same page, no matter how geographically spread out they are, and sales activities can be streamlined in one place for best practice and full visibility. It’s all about having documentation of everything that you’ve done, what you’re doing, and what you want to do, without adding any extra effort.
You’ll sell smarter and breathe easier.
Sales reps will see the benefits of having a sales tool that handles pipeline management for today’s complex sales processes, and makes your sales goals clear and accessible to everyone on the team. When properly implemented throughout your business, a CRM will absolutely, positively increase sales.
It’s no secret that CRM software has long had a rep for being complicated, pricey, and, at times, demoralizingly ugly. But this is, thankfully to tools like pipedrive or monday.com, now an outdated perception.
New wave SaaS CRM systems like pipedrive provide user-friendly, small business targeted functionality with both cloud and on-premise data solutions. The CRM market grew 15.8% in 2022 as adoption continues to rise among SMBs. Increased competition has upped the ante for vendors to deliver better products.
Advanced features like marketing automation, sales force automation, and sales forecasting, previously available only to enterprise-level organizations, can now be had on-the-cheap with a reasonably low learning curve. And most vendors now offer an Android and Apple iOS mobile app for CRM on-the-go. Everyone in sales knows that timing is everything, so being able to access contact information, track leads, and close deals anywhere is a truly invaluable feature to have.
Basic Features Of A Sales CRM
In general, CRMs streamline and improve the sales process, marketing campaigns, and customer service (not to mention customer interactions in general). They do this by rationalizing and simplifying workflow, building a sales pipeline, automating tasks, and analyzing data.
If your particular concern is sales, you’ll definitely be seeking a CRM that manages your customer-facing voice, chat, social media, and email touchpoints in one place. Doing so results in improved efficiency throughout your business, and dramatically increased visibility on your team’s performance, your customer base, and the market at large.
Sales automation sorts information across channels and rationalizes your workflow. Sales inventory tracking gets rid of a lot of manual data entry, and agent performance tracking tools incentivize best practice, helps schedule team members, and plan for busy periods.
A sales CRM lets you better identify a sales lead with lead tracking and other tools that offer visibility on all available sales opportunities.
Lead management and contact management features aggregate information across channels like LinkedIn, Facebook, telephone, website chat, and email. That gives you easy visibility on who’s who in relation to your business, and where they’re at in the sales cycle. You’ll be able to nurture leads with personalized, relevant information over time, building up an individual rapport and brand visibility to win loyal customers.
Accounts management tools automatically put client information in one place for easy access, including their activity, pending deals, associated contacts, and payment status.
Quotation management lets you generate quick quotes and keep track of those already in play. This is super useful for forecasting sales, addressing your business’s overall production and operational needs, and segmenting customers and leads to further refine your sales funnel.
Opportunity management allows you to spot potential sales as they develop, providing you with the ability to respond and capitalize right away while proposal management tools keep track of projects, quotes, letters, contracts, and messages.
Pipedrive: Best Sales CRM 2023
A visual, easy-to-use tool focused on the sales process and tracking contacts. Pipedrive lets you build multiple sales pipelines and customize stages for niche product and service contexts.
Syncs cross-channel information and eliminates repetitive admin tasks.Users of Pipedrive’s Essential plan can use Smart Email BCC to sync emails to Pipedrive.
Users of the Advanced, Professional, and Enterprise plans will gain access to an in-app inbox, and more sophisticated, automatic email sync compatible with everything from Gmail to QQ Mail.
A Chrome extension allows you to use it as a full-fledged Gmail CRM. With its customer, resource and timeline filters and overview capabilities, it can also be used as a project management tool.
Pro
Contra
Monday.com: Good Price-Performance Ratio
monday.com is a complete and fully functional sales CRM. You can utilize a list view, a timeline for viewing tasks, chart views, assignees, and a whole lot more. From a customization standpoint, the CRM features drag-and-drop functionality, along with tailored columns and rows that can be used for pretty much anything within your customer management system.
In fact, monday.com is considered one of the most customizable CRM on the market, according to our in-depth research.
Pro
Contra
Hubspot: Free-Forever Plan Available
Just like with Marketing Hub, the HubSpot Sales Hub is easy to use, and many users can get started very quickly. However, in order to get your portal set up properly, you need to make sure you have your sales processes documented and have a clear understanding of how you want your pipelines and deal stages to be set up.