CRM Solution Roundup

    By Diana Doherty | Small Business

    CRM Solution Roundup image crm solution roundupCRM Solution RoundupThe right customer relationship management (CRM) solution for your needs will include enough room for all your contacts, access for users, and emails for your lists. Your CRM needs to help you keep your customers happy and your business profitable. Each of the many possibilities on the market today provides a variety of options, including email marketing, campaign planning, and integration with programs you already use.


    The Essentials plan costs $219 per month. This basic plan includes contact management and marketing automation. It allows you to keep track of contacts, create segmentation, and track results. You can create campaigns, targeted emails, landing pages, and view tracking reports. The Essentials plan includes three users, 12,500 emails per month, and 2,500 contacts. Additional users can be added for $49 per month. It can sync with existing Outlook® or Gmail accounts.

    The largest plan, the Complete plan, costs $379 per month. It covers the basics, plus sales automation and e-commerce. It allows lead scoring, quote creation, appointment scheduling, and calendar integration. You can create a storefront, automate post-purchase contact, add users to email lists, manage inventory and track customer referrals. This plan includes 10,000 contacts, 50,000 emails per month and five users. Additional users on this plan cost $69 per month. The two middle plans both cost $299 per month, but one focuses on sales automation, while the other concentrates on e-commerce.


    This company’s totally free basic plan includes unlimited projects, email-based customer support, and automatic backups. It is perfect for microbusinesses because it allows up to three users, 200 MB of storage, and 2,500 contacts. Other features of this CRM solution include an automatic address book, support for tags and file sharing, and calendar integration. It also allows linking between any items (contacts, opportunities, projects, etc.), API access and mobile apps. Insightly can sync with Google Apps, MailChimp, and Twitter.

    Insightly’s other plans range from $29 per month to $99 per month. The $29 Starter plan includes all the above, plus six users, six GB of storage, and 25,000 contacts. That comes to about $5 per user per month. The $99 Pro plan allows 40 users, 50 GB of storage, and unlimited contacts. If you need an even larger plan, they can accommodate 200 or more users with special pricing. Insightly has excellent flexibility and includes integration with apps you already use, plus mobile apps and a mobile-optimized website.

    Office Autopilot

    This solution offers two pricing packages. The Pro costs $297 per month and allows two users, 25,000 contacts, 150 custom fields, and 100,000 emails per month. The Team costs $597 per month. It includes 10 users, 100,000 contacts, 200 custom fields, and 100,000 emails/month. Both plans feature a 90-day money back guarantee, which may help you decide between this and similar, lower-priced competitors. They also include unlimited order forms, upsells, landing pages, if-then rules, and automated sequences.

    Automated direct mail postcards are an interesting feature of Office Autopilot. You get cards by purchasing “postcard credits.” Pricing decreases the more postcard credits you buy (starting at 97 cents each for up to 100), and you can send them one a time or all at once.

    The Right Choice

    Ensure the CRM you choose will meet your needs by considering a few important things.

    • How many user accounts do you need? It’s likely not everyone in your company needs access to all of these tools.
    • What amount of storage will meet your needs? This can be tricky to figure out. The customer service staff at any CRM vendor should help you estimate your needs.
    • Does the product you’re considering duplicate systems or tools you already use? It’s not necessarily bad if it does, but only if it can replace those products. The purpose of a great CRM solution is to make less work for yourself, not more.
    • Will it include exactly what you need, like smartphone apps or a storefront? Not every business owner requires the same tools. Think carefully about what you will really use and what you can do without. Not everyone wants to work from their smartphone, but if you do, you’ll need to make sure you can do so reliably.


    Let your needs direct your choice in CRM—not the other way around—and you’ll be sure to find the one that works best for your business.

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