{"id":6211,"date":"2020-10-09T14:21:54","date_gmt":"2020-10-09T14:21:54","guid":{"rendered":"https:\/\/www.temok.com\/blog\/?p=6211"},"modified":"2026-04-20T15:37:56","modified_gmt":"2026-04-20T11:37:56","slug":"the-ultimate-guide-to-crm-management-tools","status":"publish","type":"post","link":"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/","title":{"rendered":"The Ultimate Guide To CRM Management Tools"},"content":{"rendered":"<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\"><\/span> <span class=\"rt-time\"> 9<\/span> <span class=\"rt-label rt-postfix\">min read<\/span><\/span>\r\n\r\n\r\n<p>In the digital world, companies no matter how small are dedicated to opening the door and selling their product to a range of people from all over the world. Almost all of the companies are present on social media platforms and selling or carrying out their communication with customers. The goal continues to be to sell, of course, but winning a customer, keeping them, and getting them to decide to spend their money on our company has become paramount to our survival. Hence the importance of using CRM management tools.<strong>\u00a0<\/strong><\/p>\r\n\r\n\r\n\r\n<p>For this reason, a while ago we were talking about\u00a0<a href=\"https:\/\/www.blog.temok.com\/ecommerce-process-automation\/\" target=\"_blank\" rel=\"noopener\">eCommerce process automation<\/a>, today we are talking about another valuable tool that has become essential. Can you imagine an organization system that allows you to function as a large company without being one? Today we have what the CRM of companies is for, what types of CRM exist, and which ones you should try for your own business.\u00a0<\/p>\r\n\r\n\r\n\r\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a4115c2b8dcc\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a4115c2b8dcc\"  aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#What_is_CRM\" >What is CRM?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#What_is_CRM_Used_For_in_Companies\" >What is CRM Used For in Companies?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#Types_of_CRM_Management_Tools\" >Types of CRM Management Tools<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#Free_or_Paid_CRM\" >Free or Paid CRM?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#How_To_Take_Advantage_of_Your_CRM_Tool\" >How To Take Advantage of Your CRM Tool?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#Best_CRM_Management_Tools\" >Best CRM Management Tools<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#Salesforce_Customer_360\" >Salesforce Customer 360<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#Zoho_CRM\" >Zoho CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#Bitrix24\" >Bitrix24<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.temok.com\/blog\/the-ultimate-guide-to-crm-management-tools\/#Hubspot\" >Hubspot<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\" id=\"crm\"><span class=\"ez-toc-section\" id=\"What_is_CRM\"><\/span><strong>What is CRM?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<p>The abbreviation\u00a0of CRM\u00a0comes from the English\u00a0\u201cCustomer Relationship Management\u201d.\u00a0Don\u2019t think it is a limited software that makes our work easier but the truth is that the concept goes advanced. We live in an era in which\u00a0the customer is the most important for any online or offline business.\u00a0People no longer seek only to meet their needs.\u00a0They think the companies are the ones that anticipate it by offering solutions to their problems. How the relationship with the client is and how we make them feel will largely depend on our\u00a0business success.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6213\" src=\"https:\/\/i0.wp.com\/www.blog.temok.com\/wp-content\/uploads\/2020\/10\/cr2.jpg?resize=750%2C500&#038;ssl=1\" alt=\"What is CRM\" width=\"750\" height=\"500\" srcset=\"https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr2.jpg?w=750&amp;ssl=1 750w, https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr2.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>No matter how big or small a company is, the goal is always the same: sell. But to sell it is not enough to offer a good product, you have to have someone to sell it to! That is why the product or service we offer is as important as the ability to find, win, and keep customers. They do not care about the size of our business but rather feel satisfied with their acquisition, and this goes much further than good quality or original packaging.<\/p>\r\n\r\n\r\n\r\n<p>Today we are going to learn how the CRM management tools work and allow us to be closer to our target audience. Collect personal data and preferences to have a more direct deal with your clients and offer them a series of advantages that are truly irrefutable. With the new CRM programs, we will have everything in the palm of our hands!<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_is_CRM_Used_For_in_Companies\"><\/span><strong>What is CRM Used For in Companies?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<p>When it comes to talking about the benefits of one or the other CRM, it is most likely that each one has its own, but they all have something in common: they greatly facilitate all tasks within our organization. Having everything at hand at a glance greatly reduces the time we spend on internal communication and, more importantly, the possibility of easily avoidable mistakes. We go to what matters, working with the CRM management tools that gather everything necessary for our daily operations and keep the tasks of the entire team up to date, wherever its members are.<\/p>\r\n\r\n\r\n\r\n<p>In addition, the sales process with a CRM is much more personalized. If we have carried out data collection campaigns, we can manage another communication campaign in just a couple of clicks. If we want to manage a mailing that exclusively reaches women between 40 and 50 years old to promote a cosmetic, we will have the perfect list with just a couple of searches. Therefore, if you ask us what a CRM is for, we are clear about it. Each of the CRM management tools serves to function as a large company even if we are rather small, with a very low price and all the advantages that this implies!<\/p>\r\n\r\n\r\n\r\n<p>Now, you have to be very clear: a Customer Relationship Management tool is not miraculous. We do not pay and everything is done. A CRM tool must be worked on and fed day by day. A CRM is a productivity tool that allows us to dedicate time to what matters. Developing the product and taking care of our customers should be our main occupations.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"types\"><span class=\"ez-toc-section\" id=\"Types_of_CRM_Management_Tools\"><\/span><strong>Types of CRM Management Tools<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6214\" src=\"https:\/\/i0.wp.com\/www.blog.temok.com\/wp-content\/uploads\/2020\/10\/cr3.jpg?resize=750%2C500&#038;ssl=1\" alt=\"Types of CRM Management Tools\" width=\"750\" height=\"500\" srcset=\"https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr3.jpg?w=750&amp;ssl=1 750w, https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr3.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>Once we know what a CRM is and what it is for, we have to talk about the\u00a0types of CRM management tools:\u00a0<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Analytical CRM:<\/strong>\u00a0Evaluates data and helps us to make valuable decisions.\u00a0Some advanced CRMs, even implement\u00a0artificial intelligence\u00a0tools\u00a0to refine their predictions and be even more useful.<\/li>\r\n<li><strong>Collaborative CRM:<\/strong> This type of CRM goes beyond helping us with the internal functioning of our company.\u00a0It allows us to be\u00a0in permanent contact with the client, either via email, live chat, or even by phone or through video calls.<\/li>\r\n<li><strong>Operational CRM:<\/strong> It focuses on organizational elements with a very clear objective: that we can increase our sales volume. Marketing, stock management, accounting, etc., an entire office in your pocket.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\" id=\"free\"><span class=\"ez-toc-section\" id=\"Free_or_Paid_CRM\"><\/span><strong>Free or Paid CRM?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<p>When it comes to growing our company, is it worth paying for a CRM tool or will it be a sterile expense that ends up weighing us down more than helping? For example, if we want to buy a bicycle and we hesitate between two models with very different prices, the first thing we would say would be: how much are you going to use it? Of course, as a general rule, the bicycle is a hobby, while our company, on most of our occasions, is our life. So, don\u2019t apply the same to any question that involves spending money.\u00a0<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6215\" src=\"https:\/\/i0.wp.com\/www.blog.temok.com\/wp-content\/uploads\/2020\/10\/cr4.jpg?resize=750%2C500&#038;ssl=1\" alt=\"Free or Paid CRM\" width=\"750\" height=\"500\" srcset=\"https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr4.jpg?w=750&amp;ssl=1 750w, https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr4.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>Of course, you can start with free online CRM. Some of them are ideal to start within this world of business productivity. The possibilities that one of the paid CRM management tools will offer us will always be much higher, and more functionalities, and better results, the success you can achieve will depend on you!<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Greater customization options are ideal for adapting the CRM to our type of business.<\/li>\r\n<li>More storage, which directly influences the\u00a0volume of contacts\u00a0with which we can work.<\/li>\r\n<li>Facilities when importing information\u00a0from our spreadsheets and databases.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>We have it very clear: a free trial with the option of payments so that there are no limitations when it comes to growing.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_To_Take_Advantage_of_Your_CRM_Tool\"><\/span><strong>How To Take Advantage of Your CRM Tool?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<p>As we have mentioned throughout today&#8217;s blog, a CRM tool greatly facilitates our work, but it\u00a0does not give us everything done.\u00a0We are not using a magic wand, but an organization system that classifies everything and exposes it to us much more efficiently.\u00a0Of course, for it to offer us good results and not be a sterile investment, it is convenient to take into account some tips:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>We must use the CRM daily. If we do not update the information, and we are not awaiting updates, we will be wasting a large part of its potential and, therefore, a multitude of business opportunities.<\/li>\r\n<li>Knowing how to\u00a0take advantage of the information that the CRM reports to us\u00a0is vital.\u00a0Yes, there we see a series of data, but what do we intend to do with them?\u00a0What actions will start\u00a0to turn that advantage into money for our company?\u00a0Don&#8217;t be afraid to be creative!<\/li>\r\n<li>Segmentation is the key. One of our services may be more suitable for a segment of the population than for the rest, so\u2026 why not take advantage of the information we have to reach it directly? We will use information that we already have and we will save a good little money, two birds with one stone.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Best_CRM_Management_Tools\"><\/span><strong>Best CRM Management Tools<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6216\" src=\"https:\/\/i0.wp.com\/www.blog.temok.com\/wp-content\/uploads\/2020\/10\/cr5.jpg?resize=750%2C500&#038;ssl=1\" alt=\"Best CRM Management Tools\" width=\"750\" height=\"500\" srcset=\"https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr5.jpg?w=750&amp;ssl=1 750w, https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr5.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>There are many\u00a0alternatives that we can find in the market, so when it comes to talking about the best ones, we should rather talk about which ones are better adapted to our reality.\u00a0Of course, within this, the truth is that there are some\u00a0CRM management tools, so we can easily get the right\u00a0one.\u00a0That is why we have decided to make a small selection that, we believe, encompasses the best of the best.\u00a0Does this mean that you can&#8217;t try others?\u00a0Not at all;\u00a0in fact, you probably come up with a very different one that you like a lot more.<\/p>\r\n\r\n\r\n\r\n<p>You know, for tastes, colors, and CRM software companies!<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Salesforce_Customer_360\"><\/span><strong>Salesforce Customer 360<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p>When we decided to leap to Salesforce CRM, it didn&#8217;t take long for us to realize that we had been doing a lot of things wrong. The mere fact of having access to a much more visual interface already changes the life of our company, but this is only the beginning. Swapping tedious databases, spreadsheets, and other electronic tricks for a system that stores everything intuitively is a blast. In addition, this system adapts to our activity like a glove. You just have to decide which functions to hire and which not, you don&#8217;t have to buy the entire product!<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6217\" src=\"https:\/\/i0.wp.com\/www.blog.temok.com\/wp-content\/uploads\/2020\/10\/cr6.jpg?resize=750%2C500&#038;ssl=1\" alt=\"Salesforce Customer 360\" width=\"750\" height=\"500\" srcset=\"https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr6.jpg?w=750&amp;ssl=1 750w, https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr6.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>For us, in addition to the\u00a0power\u00a0it demonstrates, there are two key points in salesforce:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>All information\u00a0is stored in the cloud\u00a0and is always available, just a couple of clicks away.<\/li>\r\n<li>The\u00a0Salesforce app\u00a0makes data easy and intuitive to access.\u00a0We can use both our computer and our\u00a0smartphone\u00a0or our\u00a0tablet.\u00a0Everything is organized in such a way that it is easy to work no matter what device we use, which is much appreciated.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>And the thing is not here. We may decide to contract a basic package, enough to manage all the information we have and gather it all in one place, more accessible and secure, but we can always implement new functionalities. For example, marketing, analytics, or even community tools, are ideal to start making our mark on social media. In the business world, it is not enough to open channels with our customers, we must also know how to maintain them. Salesforce CRM is available for iOS and Android devices.\u00a0<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Zoho_CRM\"><\/span><strong>Zoho CRM<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p>Another thing we don&#8217;t know, but after\u00a0taking a look at their website\u00a0&#8230; you can tell that <a href=\"https:\/\/www.zoho.com\/\" target=\"_blank\" rel=\"noopener\">Zoho<\/a> developers don&#8217;t have a grandmother! They sell us this CRM tool as the most reliable and popular in the world, and if so &#8230; how can we resist trying it? To begin with, it offers us a free 15-day one. This customer management CRM not only allows us to have all your data at hand but also helps us to work closer with our team since we can answer your questions without having to leave Zoho. And that&#8217;s not all.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6218\" src=\"https:\/\/i0.wp.com\/www.blog.temok.com\/wp-content\/uploads\/2020\/10\/cr7.jpg?resize=750%2C500&#038;ssl=1\" alt=\"Zoho CRM\" width=\"750\" height=\"500\" srcset=\"https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr7.jpg?w=750&amp;ssl=1 750w, https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr7.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>In addition, we can hold meetings and webinars from within the productivity tool itself. That is, for the same price as a regular CRM, we will obtain a very powerful platform both to work with our team and to convert potential clients into prescribers. In times of coronavirus, in which every sale counts and access to the target audience has been so limited, any channel that allows us to reach their homes is always welcome. For us, the ability to chat live with prospective buyers and view conversion stats live is extremely attractive.<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Its\u00a0interface\u00a0is very simple, we just have to learn how to use it because it is\u00a0very intuitive.<\/li>\r\n<li>Tremendous\u00a0facilities when exporting information\u00a0from our spreadsheets and databases, we will hardly waste time getting started with the Zoho CRM!<\/li>\r\n<li>Its applications, both on iOS and Android, are fully proven.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>That&#8217;s right, you can download the app on the main mobile operating systems today.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Bitrix24\"><\/span><strong>Bitrix24<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p>The first detail that has caught our attention about the\u00a0Bitrix24 CRM\u00a0is the access to a\u00a0free online CRM.\u00a0Unlike its main competitors, which\u00a0are usually paid CRM management tools, Bitrix24 offers us a free account with unlimited users and\u00a05Gb of cloud storage.\u00a0This, without a doubt, is a great incentive for a company that begins in this to see what a CRM is used for, or even\u00a0how to use a CRM.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6219\" src=\"https:\/\/i0.wp.com\/www.blog.temok.com\/wp-content\/uploads\/2020\/10\/cr9.jpg?resize=750%2C500&#038;ssl=1\" alt=\"Bitrix24\" width=\"750\" height=\"500\" srcset=\"https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr9.jpg?w=750&amp;ssl=1 750w, https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr9.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>This is very positive for the employer and helps him to manage everything more efficiently. Keep in mind, if we have started with Bitrix24 and we have taken the trouble to start it, it is most likely that we will contract a pricing plan with them when the free version is too small for us. A medium-long-term strategy, but we would say that it should work quite well. Among the services it offers us, the following have caught our attention:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Development in full\u00a0integration with the website\u00a0of our company.<\/li>\r\n<li>Phone calls from the CRM itself\u00a0with VoiceIP service.<\/li>\r\n<li>Perfect synchronization with services like MailChimp, Dropbox, Gmail, or One Drive.<\/li>\r\n<li>Mailing\u00a0platform\u00a0to avoid having to resort to any external service.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>In addition, in these times, a competent mobile app could not be missing to be able to manage the relationship with our clients from any place or device.\u00a0We cannot carry our computers everywhere, but we always carry a smartphone or tablet with us! It is also available for iOS and Android operating systems.\u00a0<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Hubspot\"><\/span><strong>Hubspot<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\r\n\r\n\r\n\r\n<p>When we visit\u00a0the <a href=\"https:\/\/www.hubspot.com\/products\/crm\" target=\"_blank\" rel=\"noopener\">Hubspot website<\/a> we find something that this CRM tool already wins our hearts with before we start: it is free.\u00a0In addition, the first text that we find is already a declaration of intentions:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>&#8220;Do you think CRM systems are only used to manage contacts?\u00a0You&#8217;re wrong.\u00a0HubSpot CRM has tools for your entire team and is 100% free\u00a0\u201d.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>Hubspot CRM is one of the types of CRM software that we should always have on hand, even if we are paying for a more complete service. Knowing that we may want to look a little further, it has great integration with other elements of this list, such as the Salesforce CRM. Thus, we can use it as the main tool or as a support tool depending on our needs, something that is very good to know.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6220\" src=\"https:\/\/i0.wp.com\/www.blog.temok.com\/wp-content\/uploads\/2020\/10\/cr10.jpg?resize=750%2C500&#038;ssl=1\" alt=\"Hubspot\" width=\"750\" height=\"500\" srcset=\"https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr10.jpg?w=750&amp;ssl=1 750w, https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/cr10.jpg?resize=300%2C200&amp;ssl=1 300w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/figure>\r\n\r\n\r\n\r\n<p>Of course, if the interface and the operation of Hubspot have ended up seducing us, we can always buy\u00a0its premium version.\u00a0As you can see, there are options for all tastes.\u00a0Here are some of the\u00a0free features available\u00a0to you that have caught our attention:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li>Tracking\u00a0emails and notifications.<\/li>\r\n<li>Monitoring of prospects.<\/li>\r\n<li>Meetings Scheduling.<\/li>\r\n<li>Live chat.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>And now best of all, because the fact of being a free CRM tool may be making you doubt it. Yes, it has an app for both iOS and Android, so we have left you a little excuse not to dive headlong into the wonderful world of comprehensive customer relationship management!<\/p>\r\n\r\n\r\n\r\n<p>So, if you want to automate the sales and marketing capabilities it is mandatory to choose one of the best CRM that better fits your business needs from the list of <a href=\"https:\/\/www.blog.temok.com\/what-is-crm-sales-marketing-automation-capabilities-of-15-top-crm-software\/\" target=\"_blank\" rel=\"noopener\">Top 15 CRM software<\/a>.\u00a0<\/p>\r\n","protected":false},"excerpt":{"rendered":"<p><span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\"><\/span> <span class=\"rt-time\"> 9<\/span> <span class=\"rt-label rt-postfix\">min read<\/span><\/span>In the digital world, companies no matter how small are dedicated to opening the door and selling their product to a range of people from all over the world. Almost all of the companies are present on social media platforms and selling or carrying out their communication with customers. The goal continues to be to [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":18221,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"pmpro_default_level":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[77],"tags":[436,3797,733,437,734],"class_list":["post-6211","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology-trends","tag-best-crm-apps","tag-crm-management-tools","tag-crm-tools","tag-online-crm-tools","tag-top-crm-tools","pmpro-has-access"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/blog.temok.com\/wp-content\/uploads\/2020\/10\/CRM-Management-Tools.jpg?fit=750%2C500&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/posts\/6211","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/comments?post=6211"}],"version-history":[{"count":7,"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/posts\/6211\/revisions"}],"predecessor-version":[{"id":15113,"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/posts\/6211\/revisions\/15113"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/media\/18221"}],"wp:attachment":[{"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/media?parent=6211"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/categories?post=6211"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.temok.com\/blog\/wp-json\/wp\/v2\/tags?post=6211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}