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6 Web-based CRM Applications Side-by-Side

6 Web-based CRM Applications Side-by-Side

    Customer relationship management software is important for businesses that are both small and large. Freelancers and small businesses need such a system as much as large businesses and enterprises do. Well, maybe you need it a bit more if you have millions of customers, but that said: managing your customer relationships is not only tricky and often complicated, it’s essential to running a successful business.

    Software makes such a complicated and time-consuming aspect of your business easier to handle and more efficient. There are many web-based CRM applications available, so let’s take a look at a few of the options available to you.

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    Highrise

    Highrise is the popular CRM from 37signals, developers of many other popular productivity web apps. There’s no free option, and the prices are a bit marked up – you’re probably paying for the storage space more than anything. Perhaps they’re only targeting enterprise users, but for my uses I’d only want to plonk down for a plan if it had more power than the cheapest option while costing less than the $50/month option.

    Highrise’s main features are a shared company address book, built-in task management, contact histories and cases, which allows you to keep case notes on a contact, along with other files.

    PipelineDeals

    PipelineDeals delivers a sigh of relief with a monthly cost of $15 per user, and unlimited data storage is included in that price. PipelineDeals is very sales-oriented, as the name implies, focusing on tracking your sales, keeping a sales calendar, tracking your leads and organizing sales documents, so if you’re in a sales environment this may be one for you to look at. They talk about your sales pipeline a lot too. Who would’ve guessed?

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    Salesforce

    Salesforce is perhaps the most popular CRM in the field, and prices start at $9 a month and go up higher than you can count. There’s also a pretty restricted free account called Personal Edition, which infers that it’s useless for anything business-related. Salesforce tries to integrate the process of managing customer relations with the process of funneling new leads into the system, using Google AdWords integration.

    While it’s popular and quite powerful (and the fact you can manage AdWords campaigns from the app is enticing), it’s another CRM that is highly focused on making sales and not so much on customer relations management.

    Oracle CRM On Demand

    Oracle’s CRM On Demand starts at $70 a month per user. What you get for that $70 is not incredibly clear, with a convoluted website design that makes finding decent information difficult, and copy that’s just badly written. Oracle has some built-in analytics tools and call center integration features that will make it more useful to quite large businesses.

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    I couldn’t find any sign of whether data storage was limited or unlimited, and the website claims that the app requires “Microsoft Windows compatibility.” What kind of a hosted CRM requires you to be on Windows?

    Unfortunately, when a web application’s sales pages are poorly designed, it’s a good indicator that the web app itself is just as bad.

    SugarCRM

    SugarCRM has an on-premise product, but we’re looking at hosted CRMs, so I’m going to look solely at their hosted option, Sugar On-Demand. The cheapest option is $40 a month and will allow you 300 users, though it requires an annual commitment. It also demands that you have five users or more, which is a fairly odd and restrictive move (as if the requirement for an annual commitment was not enough).

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    That said, SugarCRM seems to have a better balance between sales and marketing than some of the other options that focused far too much on one or the other to be an effective CRM. Furthermore, part of customer relationship management is good customer support, and SugarCRM is one of the few hosted options that offers decent customer support features.

    Zoho CRM

    From a perspective of price, Zoho CRM offers one of the best deals. The first three users are free, and after that, the prices are $12 and $25 per user per month for the Professional and Enterprise Editions respectively. The free edition isn’t lacking all that much from the paid versions; it doesn’t let you send email marketing material and there’s no SSL. There are a few other disabled features, but aside from that it’s fairly intact.

    Zoho does a good job of balancing the marketing, sales and support triad, and includes an inventory management system that integrates with the sales process — this obviously prevents any embarassing sales of a product that is out of stock.

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    Joel Falconer

    Editor, content marketer, product manager and writer with 12+ years of experience in the startup, design and tech digital media industries.

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    Last Updated on May 25, 2020

    10 Best Task List Apps to Boost Productivity in 2020

    10 Best Task List Apps to Boost Productivity in 2020

    Organizational drag is anything that eats up time and keeps people from getting things done in time. Companies that wish to boost productivity do so by creating more efficient processes.

    This also applies to individuals, freelancers, and entrepreneurs. Whether you work alone or as part of a team, it is important to use the right tools to boost productivity, and having an accessible and easily manageable task list can go a long way.

    Here is a list of the top ten productivity apps that you can use to achieve more.

    1. ToDoist

      ToDoist is an awesome to-do task list app that is used by over 10 million people. To use the app, you just have to write down all the activities that you plan to do. The software will then interpret these activities and categorize the tasks accordingly.

      For instance, if you create a task to go for lunch at noon with a friend, the app will automatically categorize this task as a meeting and will send you a reminder at the right time.

      However, this app is more than a personal activity planner. You can use it to plan activities for the entire team. It is also good for planning entire projects, discussing details about the project, and monitoring the deadlines.

      The basic functionality is free, but you can unlock premium features for $36 or $60 a year for full access.

      Available on iOS and Android

      2. monday.com

        This productivity app lets you manage your workflows and tasks. It is a great tool for creating a task list and helping you have a clear view of your work and the status of each task.

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        The app is a bit similar to a spreadsheet. However, it looks much nicer, and it allows you to toggle between multiple views. It gives you alerts and notifications, and it allows you to attach files as well as communicate with colleagues.

        The features of Monday.com include a task board that can be customized to manage due date, hours spent, task status, and much more. Users can upload and attach files, make comments, mention members of their team, and more. It can also be integrated into Google Drive, Slack, GitHub, Jira, Dropbox, and many other platforms.

        If you have problems setting it up, you can contact the customer via email or phone.

        Available on iOS and Android

        3. CloudApp

          CloudApp is a great app for boosting productivity. It offers highly intuitive communication, which can help you save up to 56 hours a week. Your only problem will be deciding how you can utilize all the extra time.

          Whether you are talking with a customer, colleague, or client, this app has all the features you need. With GIFs, screenshots, and image annotation, you no longer have to write lengthy emails. Instead, you can show people what you want them to do.

          The app has over 3 million users. It has proven quite reliable when it comes to helping users to boost productivity. You can opt for the free version or you can opt for a $9 a month upgrade to access premium features.

          Available on iOS

          4. Quip

            If you are working closely with members of your team, Quip is a great app for team activities. The platform combines spreadsheets, documents, slides, and chat. Its main strength is that it comes with a suite of Live Apps. You can use them to increase the functionality of Quip.

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            Moreover, you will waste less time by being able to streamline the use of various tools. Quip is one of the most adaptable productivity apps in the world.

            There are options to use connected tools to track time, manage work, and much more. Some of the integrations of Quip are Dropbox, Github, Slack, Salesforce, and much more. The app costs just $30 a month for 5 users.

            Available on iOS and Android

            5. Trello

              Trello is an app that makes managing projects an easy task. This is made possible by the app’s Kanban philosophy. It is a visual and intuitive platform.

              Users can break huge tasks into small chunks, making it useful for creating a task list. This is made possible by creating cards for each task. The cards can be organized into different columns, which are representative of various stages of the project. Once a task is complete, a card is moved from one column to the next.

              The app is free but it comes with a premium plan with $9.99 a month.

              Available on iOS and Android

              6. Focus Keeper

                This app is perfect for those who wish to improve their work habits and minimize distractions while maintaining focus on current tasks. Focus Keeper is based on the Pomodoro technique. This method utilizes timeboxing to ensure each task is complete.

                This is more than a task list app. If you wish to understand how you work best, the app delivers a suite of tools that you can use to set up your workday. It tracks your hours, analyzes, checks interruptions, and much more. Some of the integrations of Focus Keeper are Trello, Asana, Todoist, Basecamp, Outlook, Google Keep, and many others.

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                The app costs $2.99 a month for those who wish to access premium features. It is accessible on Linux, iOS, Android, web, macOS, and Windows.

                Available on iOS and Android

                7. Quire

                  This app is designed as a professional and personal to-do task list manager. The app has a very efficient and optimized design due to the developers’ philosophy on visual task management. It allows you to easily get updates and work with your teammates.

                  The app also allows users to customize and choose templates based on their preferences. It is easy to use, but it helps you get things done. The app is currently free.

                  Available on iOS and Android

                  8. Asana

                    This Kanban-style app is quite popular. It helps you visually organize your tasks. With this app, you can set deadlines, tasks, assignees, and visualize your workflow. It is quite popular and used by many people.

                    The app features a sleek clutter-free design and comes with several integrations. As a result, it can be adapted to a wide range of projects. The app costs $9.99 a month.

                    Available on iOS and Android

                    9. Toggl

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                      You can use this simple time tracker to help boost your team’s productivity. It works on different devices across several platforms, and it comes with numerous friendly reminders to ensure that you remember to keep it on. It usually sends you a report once you complete a task to help you make improvements next time.

                      The app is free and those who wish to access premium features pay $9 a month.

                      Available on iOS and Android

                      10. Omni Focus

                        This app is considered the gold standard of the to-do apps. Omni Focus delivers a huge number of features that can be used to sort, prioritize, and plan tasks. It features several ways to categorize tasks such as location, energy needed, and priority.

                        It is only available on Apple devices and it costs $39.99 for the standard package.

                        Available on iOS

                        Summary

                        All the apps above are great for boosting productivity. However, you will need to pick one that best suits your needs. Try a number of them out before you decide to settle on one.

                        More Tools for Productivity

                        Featured photo credit: Bram Naus via unsplash.com

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