Here are some of the CRM that is suitable for our daily tasks:

1.) Insightly Software

Insightly CRM provides businesses with a way to manage projects and track contacts, communications, sales, projects, tasks and documents in a single platform. It is available via the Web and on mobile devices.

Designed to integrate with many popular applications, Insightly connects users to online applications such as Google Calendar, Gmail and Docs, Outlook 2013, MailChimp, Evernote, Box, Dropbox, QuickBooks Online, Xero, and more. anywhere and support the iPhone, Android and tablets such as the iPad and Google Nexus.

Insightly’s dashboard provides real-time information via a task dashboard and opportunity reports. Insightly’s Advanced Reports allow the creation of custom, tabular reports. Opportunity reports offer details such as the responsible user, pipeline and pipeline stage, close date, probability of winning and value .

Insightly also offers integrated project management functionality. Once a deal is closed, users can track and manage follow-up project commitments directly from within the CRM. The Insighly Sidebar also saves emails directly from Gmail, giving users access to the history of their conversations and allowing them to link all correspondence to projects and events.

2.) Pipeliner CRM Software

It is a web-based system that is both Mac and Windows compatible, as well as offering an app for iPhones, iPads, and Android devices. A fit for almost any industry, Pipeliner offers standalone Sales Automation, and Social CRM capabilities within its suite.

Pipeliner’s dashboard shows everything a business needs to improve their sales process, including lead generation and tracking, as well as contact management. It works to improve communication between customers and salespeople by providing a holistic view into their prospects and current clients’ preferences, comments , and more.

The solution aims to be user-friendly, minimize repetitive and time-consuming data entry, and provide insight into a buyer-focused sales approach. Since Pipeliner CRM is based on the cloud, users can access it from anywhere, at any time, even without online access. It is fully capable offline from both the mobile app and the desktop.

3.) Nimble Software

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, email conversations and social media activity across a range of popular platforms including LinkedIn.

In addition to contact and pipeline management features such as deal tracking, task management, and alerts, Nimble also includ es integrated social listening to keep customer profiles updated. This allows businesses to track which contacts are mentioning, following or engaging with them, or who are celebrating milestones such as birthdays-which in turn create valu opportunities for informed outreach and follow-ups.

Nimble’s “Today Page” offers one comprehensive view of to-dos, key deals and engagement opportunities. These are generated by Nimble’s “Rules Engine,” which learns from user behavior to prioritize social signals and predict which contacts and opportunities are most relevant. Nimble also offers a range of email widgets, allowing users to view rich, contextual detail from their contacts’ Nimble profiles even from outside the system.

4.) Zoho CRM Software

Zoho offers a cloud-based customer relationship management (CRM) solution tailored to the needs of small and midsized businesses. Its interface includ es CRM tools such as sales and marketing automation, customer support and a help desk, product configuration and reporting and customer analytics .

Zoho CRM offers multichannel support, allowing businesses to connect with their customers via email, live chat, phone and through social media. The gamification feature allows businesses to gamify their sales process and reward employees who achieve their targets. The mobile edition gives users access to sales activities and customer info on iPad, iPhone and Android devices.

Zoho CRM’s Blueprint helps in automating sales processes by defining workflows and macros for regular activities. Zoho can integrate with several existing software solutions, including Google Docs, Microsoft Office and Sharepoint. It also offers add-on applications designed for specialized business, collaboration and productivity needs.

Zoho offers per user per month subscription pricing.

5.) Pipedrive Software

Built using activity- based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud -based application, the solution can be accessed from anywhere 24×7 using any web browser or dedicated mobile apps.

Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Pipedrive’s mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.