The best CRM 2024

Knowing if you want your CRM only for customer management or only for internal employee management, or for both at the same time is another detail to take into account. Thanks to the creation of notes and comments and the assignment of tasks, it is very useful to unify all internal processes with an online CRM. To learn more about it, read our article  ‘What is CRM in customer service? Everything you need to know and more’ .

What is the best CRM?

What to take into account to assess a CRM as the most suitable for your business? That is, what criteria to follow to give the title to the ‘Best CRM’?

It must:

1. Be easy to use.
2. Be accessible to anyone, who does not need programming knowledge.
3. Make you save time by having all the processes unified.
4. Have your information safe and private. Knowing that the confidential information of your clients will be safe, it will not be leaked.
5. Have universal access, from any time, place and device.
6. Have a large storage capacity. The more space, the better CRM for marketing or for SMEs (whatever your type of business), as it allows you to load more data and/or documents into the tool.
7. Be linked with other programs. Import and export notes, emails and contacts from Gmail, Outlook, Excel, etc. This property is essential for any company worth its salt, and Efficy  has it.
8. Be responsive, adapted to different screens (multi-platform system).
9. Manage many projects at the same time, that many cases can be created.
10. Have e-mailing properties, being able to send emails from the CRM platform itself .
11. Allow internal management, with communication between users (workers).
12. Allow categorization, that customer information fields can be customized. Allowing the use of labels saves you time (point 3).
13. Flexibility to change plans according to the convenience of your company (for reasons of size, for example). Check out the different CRM payment plans .
14. No limit: contacts, negotiations, comments, etc.
15. Being able to see all of the above at a glance. This quality should be in the best CRM.

The best free CRM

If what you are looking for is a free CRM – we develop the differences regarding the payment in free CRM vs paid CRM. Are free CRMs a good option? There are many different alternatives on the market.

The most important thing to keep in mind are the limitations that the best free online CRMs may have (and will surely have) , precisely for that reason, because they are free. This is where you have to assess whether, for your company, these limitations in the number of users, contacts, negotiations, storage capacity, etc. are sufficient. If this non-paid version suits your needs, you’ve found the best free CRM for your business.

Even with this, if you are a company that is just starting out, that is, you are an entrepreneur or a start-up, opting for this option may be an acceptable solution, at least in the short-medium term. Our Free Plan , where you can have 1 user, is a clear example of a free CRM on the market, in fact, we are rated as one of the best CRMs in Spanish for SMEs.

Many CRMs have a very acceptable free version or, failing that, a free trial (which is usually 14 days) prior to a  payment plan . You can check the different payment plans at Efficy.

To give you a thought of how CRM has become a crucial device in the present business, here are some CRM measurements winnowed from different sources:

• return on initial capital investment on CRM is around $5 to each $1 contributed (Baseline)
• 79% of leads neglect to change over without CRM (Pardot)
• 30% of all leads bomb because of terrible information sources (Cyber Sphere)
• 26% is the recorded reception rate for CRM (Salesforce)
• 65% lift in deals quantities is acknowledged by businesses with CRM (Innopple Technologies)
• 41% income increment is accomplished with CRM (Trackvia)
• 60% of the time, CRM is utilized for email promoting by small businesses (MarketingCharts.com)
• 47% of the time, leads supported in a CRM framework are changed over (Annuitas Group)
• 300% improvement in change rates with CRM set up (Cloudswave)
• 40% improvement in normal buy an incentive with CRM (Cloudswave)
• 23% decrease in lead cost with CRM (Cloudswave)
• 47% improvement in client support with CRM (Capterra)
• 26% improvement in maintenance by means of Social CRM (Nucleus Research)
• 74% of businesses utilizing CRM report better client connections (Software Advice)

Best CRM Software for Small Business

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