5 CRM Tools for Client Management

If you need to control and manage a business and give it a boost in sales, without a doubt, client management is one of the most important points. For this reason, at NeoTeo we present 5 CRM tools for client management.

To increase sales, we must know everything about our clients, and that's where the platforms we will mention come into play.

Highrise

We'll start with Highrise, a solution for small ventures that is very easy to use (thanks to its modern interface). With the tool you can create reviews, catalog contacts, create folders on a topic, and export and import your contacts. In this way, the utility is a perfect ally when it comes to tracking everything related to your clients (tasks, reviews, and contacts). The platform integrates perfectly with social networks (especially LinkedIn) and your email account. Highrise is a commercial web application with several plans (all plans include a free trial period).

Client Management Software (CRM) — Highrise

Salesforce CRM

According to its developers and customer comments, Salesforce CRM is the best CRM on the market. All thanks to its cloud service, responsive technology and security. With the tool you can obtain quality customers, increase your productivity, close deals, make right decisions, manage and automate your sales, put together direct and simple marketing campaigns, capture customers and manage contacts, among other options. Salesforce CRM is a commercial web application (it has several plans) that works on all platforms. (It has a free trial.)

Sugar CRM

If you need to manage your client portfolio professionally, we present Sugar CRM, a personal environment (each role is a user) divided into sections (marketing, administrative, economic, legal, etc.). The platform integrates perfectly with Twitter, and you can create task lists, generate PDF reports, documents, and articles related to each client or groups of clients. Sugar CRM is a commercial web application and is also available for Android and iOS devices. The tool has several plans and a 7-day trial period for 5 people.

Zoho CRM

Zoho CRM is a tool that allows you to follow your sales cycles from all points of view. In this way, you can increase your efficiency, reduce costs, and discover opportunities, among other options. Zoho CRM is a commercial web application with three plans. (It has a trial period without the need to enter your credit card details.)

HubSpot CRM

We'll finish with HubSpot CRM, a tool designed so that users don't waste time using it (thanks to its interface). The platform takes care of managing all your data (emails, calls, etc.), so you can devote that time to sales. Its database is very extensive, and you can store data on your contacts, companies, tasks, offers, and any type of record (you can edit it). HubSpot CRM is a free web application.