Compare the UK's Best CRM Systems

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Number of employees

Software guide

What is a CRM system?

CRM systems are a technical solution that structures and contributes to improved customer relationships. It often leads to increased sales and streamlines processes, which can generate better results.

In short, the CRM system collects and stores customer data, as well as analyzes behaviors and sales trends. Using data analysis, the system creates segmented lists for marketing via email or social media, for example. CRM systems vary and offer different functionalities to varying degrees.

CRM stands for Customer Relationship Management. The information stored includes contact details, purchase history, and information about all interactions that customers have had with the company.

How do I find the best CRM system?

When investing in a CRM system, you should always start by reviewing the needs and conditions of your business. Find out what budget you have and which staff will use the system. How many of the staff need access to the various functions of the CRM system? Also, consider how user-friendly your CRM system needs to be and to what extent you need support when using it. Make sure to find a solution that meets your specific requirements.

It is often wise to think long-term. A CRM system is an investment, and the system can last with your business for a long time. Therefore, also review any plans for expansion and be careful to choose a system that can grow with you.

Compare CRM systems

Quick Guide

Quick Guide

Compare CRM systems

There are many CRM systems on the market, and you need to find the one that suits you best. The systems can be more or less comprehensive. All CRM systems have the same basic functions for storing customer data, but they can differ significantly when it comes to more advanced features.

Many systems have a marketing function where the system can generate segmented lists for targeted messages to different customer groups. In some cases, the system can also offer email dispatches, such as campaigns, follow-up emails after purchases, or a birthday greeting. Over time, the demands on CRM systems have increased to also include social media, which is why some providers offer both traditional customer communication and interactions in social channels.

We at BusinessWith offer a comparison service where you can get an overview of many of the systems available on the market. Do not hesitate to contact us if you have questions.

Why should I choose a CRM system? What are the benefits of CRM systems?

The quick answer is that a CRM system saves time and improves contact with customers. Companies that invest in CRM systems often find that many processes become significantly simpler. Instead of using different systems for different tasks, or storing information in spreadsheets or other documents, everything is gathered in one place with a CRM system.

A CRM system provides increased knowledge about customers. It often streamlines sales thanks to the ability to conduct targeted marketing campaigns and improves customer service. With a CRM system, productivity increases, and marketing decisions are made based on data rather than intuition. A smart investment!

Price: What do CRM systems cost?

As with many other systems, the cost of CRM systems varies. Several factors come into play, such as how large and comprehensive the system in question is, and how many will use it. Are you a small business or a large one? Are you planning to expand your operations? Some systems offer pricing per user, while others have a fixed price for the entire system. Different modules may cost different amounts. Often, as a business owner, you can start with a free version and upgrade to paid versions with more features and more licenses.

A CRM system is an investment. It is important to review today's needs and evaluate what you as a business may need from a system in the future. How much does the cost increase when you need more modules? Take that into account.

Thanks to the CRM systems' ability to integrate with other systems, you as a business can often keep the same system for many years. Choose a system that can grow with you and upgrade when the needs arise.

How do I buy a CRM system?

You need to find out what type of CRM system you want in your business. Essentially, it is a program or a more comprehensive software solution. It can be either cloud-based or installed on the company's computers or servers.

Once you have settled on a budget, the company's needs, and how advanced you want your CRM to be, it is time to seriously explore the market.

CRM in the cloud

Cloud-based CRM systems are highly sought after and will likely continue to be so. It may be one of the first parameters you look at when comparing CRMs, but a cloud-based CRM system is not automatically a better system. It is the requirements and needs that should guide.

Included or not included in the price

Be sure to check what is included and not included in the license fee. It is not always clear what is included as some features may have different levels. You can easily find this when you compare CRM systems here on BusinessWith.

Description of CRM functions

API integration

Enables you to share data between the CRM system and other systems. For example, you can link the CRM system with other web-based applications such as your website and retrieve data from there and vice versa.

Calendar integration & reminder

An integration with users' calendars makes it easier to follow up on various events/todos and also create an automatic reminder for your errands. Facilitating you to create a better service and planning for your customer relations.

Call directly from CRM

CRM system with built-in call system that allows you to act immediately and easily on your leads, prospects and customers.

Contact/ prospect handling

Customer data is stored in the CRM system so you can see contact information, demographics, what interactions have been made or are planned, track events, etc.

Create documents & agreements

Enables you to create documents or contracts directly in the system. Simplifies the management of contracts and makes it accessible to all those working with the tool.

Dashboard - Sales overview

Get access to a dynamic overview of various key parameters and sales figures. In addition, you can get an interactive dashboard so you can more easily create your reports for market trends and different patterns.

E-mail campaigns

With this built-in function or module extension, you will receive information if customers/prospects have received or opened your mail. Many of the CRM tools are integrated with the popular email providers such as Mailchimp, Outlook, and Gmail.

e-signature

Make it possible to get the customer to sign agreements and documents via the CRM system and also store everything in one place linked to the right company.

Integrated sales processes

The system must reflect our sales processes to minimize the risk of important activities being missed

Lead generation via the web

Facilitates the management of your leads. CRM systems with good lead management features can offer you the ability to follow your leads throughout the entire process, from prospecting to customer. Lead management features help you with information on when and how to capture and contact your prospects.

Pipe management

Ability to rank your prospects based on different metrics and create a pipeflow based on sales keys or similar parameters.

Quote configurator/CPQ

Make it possible to get the customer to sign agreements and documents via the CRM system and also store everything in one place linked to the right company.

Sales forecasts & data

Ensures you can easily pull reports with real-time data. A good report generator allows you to add and modify parameters and easily pull reports accordingly.

Send newsletter from CRM

There are different levels of this function. However, the main purpose is to enable you to create a campaign and monitor the results. Through different metrics and data insights you can evaluate how successful the campaign has been for your sales.

Social media integration

Gain insights into how people interact with your social media accounts. Get access to comments, likes and other similar social media interactions. With this information, you can more easily create better marketing campaigns and digital strategies.