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The best CRM (Customer Relationship Management) software solutions help sales teams streamline critical processes to improve productivity, track customer interactions and gain actionable insights to deliver a personalized experience to sell smarter, shorten the sales cycle and drive better retention rates.

This article reviews the 21 best CRM software to help you streamline your searches. We’ll cover the key features, user experience, pricing plans, strengths, and weaknesses. So, let’s get to it.

1. Salesforce Sales Cloud CRM

Salesforce Sales Cloud is a cloud-based customer relationship management solution that supports large sales teams and every customer touchpoint.

Over 150,000 companies, including world-leading brands like IBM, NBCUniversal, and Sonos, use the CRM system to streamline workflow automation. 

Key Features

Project Management — The software natively integrates with Slack, allowing you to seamlessly manage your Salesforce tasks in one central location and collaborate remotely with colleagues, customers, and partners in real-time. 

Sales Forecasting — Salesforce can estimate your future sales revenue using your current and historical pipeline data. Again, integrating with apps like revVana helps you gain better revenue insights.

Flexible and Scalable — This CRM software helps small businesses and enterprises meet their growing needs without sacrificing performance. Salesforce CRM is entirely cloud-based, supports over 8,700 integrations, and has an open API, making it highly extensible.

User Experience

Setting up an account only takes three steps.

The dashboard is clean and straightforward, making it easy to use. You can click the modules on the navigation menu to use its features. Additionally, the CRM software displays information in graphs, pie charts, and tables in an easy-to-understand way.

Salesforce Sales Cloud has a robust knowledge base to hit the ground running immediately.

Pricing

Salesforce offers four subscription plans, billed annually:

  • Essential $25 per user per month
  • Professional $75 per user per month
  • Enterprise $150 per user per month
  • Unlimited $300 per user per month

Strengths

  • It’s fully cloud-based (you don’t need to install anything)
  • 30-day free trial
  • Customer relations management automation
  • Supports over 8,000 integrations and apps
  • Multilingual and multi-currency support
  • Open API
  • Leads management and business intelligence tools
  • Round-the-clock support
  • Multiple appointment scheduling
  • Mass emailing capability

Weaknesses

  • It doesn’t support live chat
  • Not suitable for on-premise deployment

2. Pipedrive

Pipedrive is one of our top options for the best CRM software today. The cloud-based solution helps marketers set up their pipelines, track progress in real-time and automate routine tasks. Over 100,000 companies in 179 countries use the software.

Key Features

Real-Time Alerts — Pipedrive has a built-in reminder that keeps you posted on all your sales activities so you don’t miss a follow-up.

Reporting — The CRM provides detailed reports on pipeline performance. With this insight, you can measure your progress against your business goals.

Revenue Forecasting — The software can forecast your sales volume and revenue using your pipeline data. It automatically updates the estimate when a lead’s status changes.

Leads Capture — Pipedrive has a customizable web form that helps you capture leads for your pipeline. Also, you can segment the leads for personalized communications.

User Experience

Pipedrive is user-friendly. New users will be able to get the hang of it quickly. Also, the CRM software has a robust help center to help users set up and customize their accounts.

It features a visual pipeline that lets you see your sales strategies and process and update a lead status by dragging and dropping it. Additionally, it presents reports in easy-to-understand ways.

The software offers live chat and round-the-clock email support for quick resolutions. 

Pricing

Pipedrive offers four plans, billed monthly and annually.

  • Essential $11.90 per user per month
  • Advanced $24.90 per user per month
  • Professional $49.90 per user per month
  • Enterprise $74.90 per user per month

Strengths

  • Faster deal closing
  • Omnichannel lead generation
  • Efficient customer relationship management
  • Free trial (no credit card required)
  • Goal setup and tracking
  • Sales forecast
  • Over 350 integrations
  • 14-days free trial
  • API support
  • Real-time support

Weaknesses

  • No free plan
  • The dashboard could feel overwhelming

3. Oracle Netsuite CRM

Oracle NetSuite Customer Relationship Management software promises to deliver the real-time data you need to manage interactions with potential customers, existing customers, and suppliers, deliver exceptional customer experiences and drive sales.

Over 32,000 customers use Oracle NetSuite products.

Key Features

Sales Force Automation — NetSuite CRM SFA unifies your sales processes and provides unprecedented insights into every aspect of your customer relationship to supercharge your sales performance.

Marketing Workflow — You can create and launch targeted marketing campaigns to grow your leads pool. Also, the CRM lets you segment your leads to deliver a personalized experience, shortening the sales cycle.

Customer Service Management — NetSuite automates customer service management, allowing users to focus on other pressing day-to-day activities. For example, it can review the status of submitted tickets and reply with follow-up communications.

Partnership Relationship Management — NetSuite CRM is not just a customer relationship management software. Instead, the platform is a complete business management tool that helps you manage relationships with partners, share real-time information, and maintain control over partner-focused sales processes.

User Experience

This CRM could be more beginner-friendly if not for its many features and advanced functionalities. However, the software offers a search feature to help users find things faster. Another user experience challenge is Netsuite’s time-demanding customization.

Plus, some users have reported crashes and downtime.

Besides these challenges, NetSuite has an excellent user interface that makes it exciting. Also, it offers live chat support, helpful resources, and a comprehensive knowledge base.

Pricing 

NetSuite charges an annual license fee but doesn’t provide any pricing plans. You must contact their customer support to learn about the deployment needs of their CRM systems.

Strengths

  • A centralized data source that gives users unprecedented visibility into their sales process
  • Salesforce, marketing, and customer service automation
  • Partner relationship management
  • Advanced reporting and analytics
  • Great user interface
  • Sales forecasting
  • Mobile 

Weaknesses

  • No monthly subscription plans
  • Not-too-great user experience
  • Expensive compared to other CRM solutions

4. Zoho CRM  

Over 250,000 businesses worldwide use Zoho CRM software solutions. It helps management, marketing, support, and sales teams address their customer relationship management and omnichannel engagement needs.

The platform empowers users to deliver personalized experiences and drive sales through multiple channels.

Key Features

Sales Force Automation — You can create workflows to reduce manual data entry, eliminate redundancies and automate repetitive sales, marketing, and customer service functions. 

Journey Orchestration — Zoho CRM lets users create personalized customer journeys and track each prospect’s path to identify delays or loopholes and optimize the sales process.

Omnichannel — With the Zoho CRM software, you can engage and track customer interactions across multiple channels, including email, social media, phone, and the self-service channel. 

Sales Enablement — Zoho CRM enables frictionless sales processes. You can generate quotes, invoices, and orders within the CRM software. Also, it lets you set up partner portals to grow your business and manage relationships with stakeholders.

User Experience

The Zoho CRM dashboard is clean, straightforward, and user-friendly. So, you can use all of its features as a first-time CRM user.

For example, the software lays the module tabs above the fold at the top bar, making them easily accessible. The reports are also less overwhelming as you can drill into the report you want to see, one at a time.

Zoho CRM offers webinars, tutorials, free eBooks, and documentation for easy setup and customization. No live chat support.

Pricing

Zoho CRM offers four subscription plans billed monthly and annually:

  • Standard $18 per user per month
  • Professional $30 per user per month
  • Enterprise $45 per user per month
  • Ultimate $55 per user per month

Strengths

  • Mobile
  • Marketing and sales automation
  • Advanced template and layout customization
  • Insightful reporting and analytics
  • Team collaboration
  • Support customer self-service portal
  • Predictive sales and intelligence
  • Voice assistant
  • Multilingual and multi-currency support
  • App marketplace with several third-party developers
  • REST API support
  • Activity reminders and sticky notes
  • 15-days free trial

Weaknesses

  • No live chat support
  • Limited native marketing automation (needs extensions)

5. HubSpot CRM 

HubSpot CRM is a cloud-based customer relationship management solution for salespeople, marketers, customer service agents, operations managers, and business owners. Top global brands like Atlassian, Doordash, and Wistia use the HubSpot CRM software.

Key Features

Multiple Hub — HubSpot CRM offers five hubs—marketing, sales, customer service, CMS, and Operations—that lets you pay for your needs. In addition, you can integrate up to five hubs into a single CRM to streamline your business processes. 

Email Marketing — The software has a built-in email marketing capability for targeted campaigns to your audience. In addition, you can create customized emails with the intuitive drag-and-drop editor.

Lead Generation — With the built-in lead-capturing forms, ad management tools, and landing pages, you can generate leads online, feed them directly into the CRM and convert them to customers.

Customer Support Portal — You’ll get a customer support portal to manage customer services and support requests, minimizing the burden on your customer service team. With the portal, you can also set up your knowledge base.

SEO Advisor — The SEO Advisor provides actionable SEO tips which can help you rank essential keywords on Google search results. It comes in handy when creating blog posts or developing landing or website pages.

User Experience

You can set up HubSpot CRM quickly and get it running immediately.

The CRM is easy to use and has an excellent user interface. You can customize your dashboard to quickly view your sales pipeline all in one place to enhance your user experience. Also, HubSpot presents its reports in an easy-to-understand way.

It also integrates seamlessly with other tools. In addition, HubSpot offers onboarding services and multiple support channels—phone, email, live chat, and online community.

Pricing

HubSpot offers a free version but with limited access to its tools. You can extend its functionality based on your needs by subscribing to a plan in the appropriate hub.

Marketing Hub

  • Starter $45 per month
  • Professional $800 per month
  • Enterprise $3,600 per month

Sales Hub

  • Starter $45 per month
  • Professional $450 per month
  • Enterprise $1,200 per month

Customer Service Hub

  • Starter $45 per month
  • Professional $450 per month
  • Enterprise $1,200 per month

CMS Hub

  • Starter $23 per month
  • Professional $360 per month
  • Enterprise $1,200 per month

Operations Hub

  • Starter $45 per month
  • Professional $720 per month
  • Enterprise $32,000 per month

Strengths

  • Powerful collaborative tool, Integrating marketing, sales, customer service, CMS, and operations in a single CRM solution.
  • A free version
  • User-friendly and intuitive
  • Large CRM database
  • Sales and marketing workflow
  • Insightful reporting and analytics
  • Lead management 
  • Seamless third-party integration
  • Social posting from the CRM
  • Meeting scheduling
  • Mobile app

Weaknesses

  • Limited features that could push to acquire other HubSpot licenses
  • HubSpot licenses are on the high side.

6. Freshworks

Freshsales is a sales CRM software that promises to help you gain a 360-degree view of your customers, deliver personalized engagement, shorten the sales cycle and accelerate revenue with context-driven sales. Brands like Klarna, Blue Nile, and PharmEasy use the CRM system.

Key Features

Lead Generation and Scoring — Freshwok offers CRM tools to help you run personalized campaigns and generate leads from your website visitors. You can also score the leads based on their engagement level.

Deal Management — Freshworks provides a birds-eye view of the deals in your pipeline, making it easy to prioritize and work on them immediately. You can also collaborate with multiple salespersons on the same deal., 

Workflow Automation —The software’s built-in workflow automation lets users automate repetitive tasks to save and boost the sales force’s productivity. You can quickly create automation with the pre-set templates.

AI-Powered Insights —Freshworks’ algorithm, Freddy AI, does the heavy lifting so that you can focus on only deals that convert. Additionally, it delivers AI-powered insights that help you drive faster deal closure. 

Omnichannel — The software enables users to reach customers on their preferred channel without exiting the CRM software. For instance, you can connect with your contacts via email, phone, live chat, WhatsApp, SMS, and Zoom.

User Experience

You can set up an account in three simple steps and connect your email account to the CRM software.

The dashboard is clean and less overwhelming. As a result, you are likely to crack the software at first use without facing many challenges. Also, you can import your sales data and start using the CRM tools immediately without starting from scratch.

You can use the FAQ, help center, or live chat for quick resolutions when you run into issues.

Pricing

Freshworks offers the best free CRM software with basic features—ideal for beginner users. In addition, you can subscribe to a paid plan to access more tools.

  • Growth $15 per user per month
  • Pro $39 per user per month
  • Enterprise $69 per user per month

Strengths

  • Email marketing within the CRM software
  • AI-powered deal insights
  • Built-in lead generation capability
  • Seamless sales process automation
  • Multilingual and multi-currency support
  • Territory management
  • Omnichannel customer engagement
  • Over 30 reports
  • A free plan
  • Mobile app
  • 21 days free trial of the highest tier plan
  • Provides a 360-degree view of the business
  • AI-based leads scoring
  • Pipeline visualization

Weaknesses

  • Hard-to-reach support
  • Limited third-party integrations

7. Monday

Monday CRM software is one of the best CRM software in the industry. Over 125,000 businesses use it to generate leads from multiple sources, qualify them in a central location, and track and manage all aspects of the sales cycle, from pre-sales to post-sales, all in one place.

Key Features

Email Tracking — With Monday, you can centralize your email communications and track essential email metrics to learn when to reach out, saving you time on cold leads. It also lets you create personalized emails with built-in templates.

Sales Process Automation — You don’t have to waste time on repetitive sales processes. It’s one of the best CRM software for automating your workflows, enabling you to focus on essential things. For instance, it can assign leads to sales reps, notifies you when a prospect opens an email, and more.

Leads Capturing — You can feed your sales pipeline with steady streams of qualified leads collected from multiple sources, qualify them on the CRM, and automatically score them based on pre-set criteria.

Post-Sales Management — Monday’s post-sales management capability lets you continuously manage customer relationships and drive after-sales customer satisfaction to boost customer retention.

User Experience

You can quickly sign up with Gmail and set up your account in a few more steps.

You can sell your sales pipeline and customer journey at a glance. Also, the user interface is excellent, and the software presents information in ways anyone can quickly grasp. In addition, it has a desktop notification feature that keeps you updated on your sales activities in real-time.

Users can customize their dashboards to see only the things they like. Unfortunately, the support doesn’t provide live chat support; however, it tries to compensate for this with a robust help center and round-the-clock email support.

Pricing

Monday offers a free plan for its CRM software and four premium subscription plans.

  • Basic $10 per month
  • Standard $14 per month
  • Pro $24 per month
  • Enterprise (custom package)

Strengths

  • Free and custom plans
  • Workflow automation
  • Email tracking and centralized communication
  • Pipeline visualization
  • Customizable reporting dashboard
  • Built-in lead management (capturing and auto-scoring)
  • Post-sales customer relationship management
  • Third-party integrations
  • Mobile app
  • Online community and robust help center

Weaknesses

  • Limited native marketing automation
  • No live chat support

8. Keap

Keap is one of the leading sales CRM solutions that cater to small businesses. The software promises to help them grow their leads, improve revenue and drive customer retention through enhanced customer relationship management and marketing workflows.

Key Features

Email and Text Marketing — It’s the right CRM software for small businesses seeking to bring email and SMS marketing into their marketing mix and manage them in one place. They can quickly create email and SMS campaigns with built-in templates and send them to their segmented lists.

Sales and Marketing Automation — With Keap, small business sales teams can automate critical sales and marketing processes to deliver a personalized experience to customers and drive targeted business growth while saving valuable time and human resources. 

Lead Capturing — You can acquire and track leads at every touchpoint. This CRM software comes with CRM tools for capturing leads like landing pages, dedicated sales funnels, forms, and appointment schedulers, which you leverage to generate consistent leads. 

eCommerce — Keap supports payment processors like Stripe, PayPal, and Wepay, allowing you to send and receive payments within your CRM software. The platform has facilitated over $2.6 billion in online sales since its launch.

User Experience

Keap promises a 14-day free trial. But I need help accessing the feature after signing up; the offer is only available to randomly selected businesses.

If the software can deliver on its promises, it will be great for the user experience. 

Pricing

Keap offers three subscription plans, billed monthly and yearly.

  • Pro $129 per month
  • Max $199 per month
  • Max Classic (custom plan)

Strengths

  • A referral program that pays up to 30% commission
  • A high-reaching user community
  • Knowledge base and help center
  • Native payment platform
  • Built-in email and SMS marketing
  • Advanced automation
  • Expert assistance

Weaknesses

  • No mobile app
  • Limited subscription plan
  • Expensive annual packages
  • The free trial is often unavailable
  • unreliable

9. Sage

Sage integrates sales, marketing, and service modules to deliver world-class customer relationship management software.

It’s one of the best CRM software in the market. With this solution, you can gain valuable insights into where your business stands to make better business decisions.

Key Features

Service Module — This module brings customer service management functionality within the CRM, enabling you to deliver an exceptional experience to prospects and customers, nurture them into long-term relationships and generate repeat businesses.

Sales Modules — With this module, you can automate your sales processes to accelerate sales performance and boost productivity. The company’s customer data shows that sales reps using this feature improved productivity by up to 40%.

Marketing Module — You can plan and run omnichannel, targeted marketing campaigns within the CRM and optimize campaigns to deliver more results with the built-in insightful reports.

User Experience

Sage doesn’t offer its pricing plans upfront. Also, you can’t sign up online. Instead, you’ll need to leave your business information online and wait for their support team to call, which might take time to come.

The user interface is excellent, but the CRM software integrates with only limited applications. In addition, real-time case resolution still needs to be improved. However, the software offers a community forum.

Pricing

Sage doesn’t have public pricing information. 

However, the software license could cost approximately $600 annually for each user. In addition, one-time initial implementation and related services could take the total cost to about $8,000. 

Strengths

  • Single modules to fully Integrated solution
  • Powerful real-time insights 
  • Team collaboration
  • Sales and marketing automation
  • Customer service management

Weaknesses

  • No straightforward signup
  • No subscription plan
  • Limited integration

10. Insightly CRM

Insightly is a popular CRM tool developed to help businesses streamline their processes, collaborate across teams, and integrate all the applications they need to drive sustainable growth.

Over 25,000 companies, including Bloomberg, Bosch, and Sanofi, use the platform, making it one of the best CRM software platforms today.

Key Features

Relationship Mapping — You can link your customer data to existing contacts to map and understand how your customers relate. This feature helps you get a high-definition picture of your customers.

Marketing  — Insightly’s unified marketing platform enables marketing teams to build sales pipelines, attract and engage ideal customers with intelligent and segmented campaigns and automate marketing processes to grow the business faster.

Sales  — You can centralize your customer data in one place, managing leads and spotting and prioritizing those most likely to convert. You can also create and send emails within Insightly and automate your workflows.

Service  — Insightly empowers customer service teams to solve customer challenges more effortlessly. You can receive customer support tickets in one place, quickly share information across the organization and receive actionable insights to improve customer experience.

Integrations  — You can connect all the tools you need to grow your business and manage them under one app. Also, Insightly’s AppConnect supports this CRM’s users in building custom integrations and workflows.

User Experience

Insightly has a clean design with a user-friendly interface. 

Some users complained that it could be challenging to grasp all its possibilities fully. However, it features a knowledge base, videos, and tutorials that could bring you up to speed as quickly as possible. The platform also offers live chat support.

The filters and bulk email could be better.

Pricing

Insightly’s CRM systems come in three plans, billed annually:

  • Plus, $29 per month
  • Professional $49 per month
  • Enterprise $99 per month

Strengths

  • Custom integration and workflow builder
  • Project management and team collaboration
  • Sales and marketing automation
  • Module for customer service teams
  • Scalable CRM
  • Live chat support
  • Free trial
  • Low-entry cost
  • Mobile app
  • Customer relationship mapping

Weaknesses

  • Annual billing
  • Learning curve

11. SugarCRM

SugarCRM is one of the best CRM platforms in the market. It delivers CRM solutions that help companies gain a comprehensive high-definition view of their customers in the past, present, and future to enable predictability, boost situational awareness and reach new levels of business performance. 

Key Features

Predictive Forecasting — SugarCRM leverages historical and real-time data from multiple points to identify issues, root causes, and opportunities and deliver actionable sales insights. In addition, it offers automatic alerts for fast response.

Sales and Marketing Automation — You can automate anything with SugarCRM, from data collection, leads routing, and quote approval to leads scoring and marketing to deliver meaningful buying experiences, shorten the sales cycle, and drive revenue.

Customer Service Management —SugarCRM native customer service management support enables you to deliver a personalized, positive experience to customers at every touchpoint. In addition, the software automates critical processes to reduce the burden on your customer support team. 

User Experience

SugarCRM has a solid user interface.

However, you must pay for at least three users before you sign up for any plan, making the software expensive. Also, the CRM software offers a more complex signup process. You’ll need to fill out an online form to contact support.

SugarCRM has a user community and resource center that can help you quickly set up your account and learn how to make the most of the CRM software. Also, phone support is available in four languages.

Pricing

SugarCRM has four monthly plans, billed annually and requiring a minimum of three users.

  • Market $1000 per month/user
  • Sell $45 per month/user
  • Serve $80 per month/user
  • Enterprise $85 per month/user

Strengths

  • AI-Powered prediction
  • Full situational awareness
  • Sentiment assessment
  • Powerful automation and workflow
  • The built-in customer service solution
  • On-premises deployment
  • Omnichannel customer engagement

Weaknesses

  • No complimentary or trial plan
  • Lacks a mobile app
  • Expensive plan

12. NetHunt

NetHunt is one of the best CRM platforms built for Gmail and Google Workspace users, designed to help them manage leads, nurture prospects, and stay on top of their sales performances. The solution also plays well with LinkedIn and eight other tools.

Key Features

Data Organization  — With NetHunt, you can organize your business data effectively and productively. Also, the solution organizes your deals and sales pipelines in an easy-to-understand manner, providing insights into what works and doesn’t.

Sales Force Automation  — Using this sales CRM means your sales team won’t have to waste time on repetitive tasks. Instead, the solution automates key sales processes like leads capturing and nurturing, contact updates, and others so they can focus on other things.

Centralized Communication  — You can centralize your business communications, regardless of your customer’s preferred channel, whether social media, email, telephone, messenger, or live chat, and manage everything on the go under one app roof.  

User Experience

You can create an account in three clicks. The interface is clean and user-friendly. You can quickly update your deals by dragging and dropping them and visualize your pipeline to see your entire sales process and performance at a glance.

Also, you can set up workflows and integrations in a few minutes. Both processes are intuitive and might not require any learning curve. In addition, NetHunt has a help center and offers live chat support.

Pricing

NetHunt is available via four subscription plans, billed monthly and annually.

  • Basic $24 per month
  • Business $48 per month
  • Advanced $96 per month
  • Custom plan

Strengths

  • Zapier integration
  • Advanced data organization and visualization
  • Workflow automation
  • Omnichannel communication
  • Mobile apple
  • Live chat and phone support
  • Code-free web form for leads capture
  • Low-entry fee
  • Free trial and custom plan
  • Chrome browser extension
  • Open API
  • Cancel anytime

Weaknesses

  • Available only to Gmail and Google Workplace users
  • Limited integration options
  • Limited marketing automation 

13. FreeAgent

FreeAgent CRM helps teams collaborate more effectively to get things done. The software promises to help users track their progress in real-time and gain actionable insights to optimize their performance. Over 1,000 businesses worldwide use the platform.

Key Features

All-In-One Solution — With FreeAgent CRM, you won’t need to open multiple browser tabs to get your job done. Instead, you get everything done in one place. You can also automate repetitive tasks to get more done in less time. 

Workflow Optimization — You can streamline business processes to complete more work efficiently. The CRM tool can help you organize and prioritize deals so you can focus on those most likely to move the needles for your business.

Code-Free Customization — FreeAgent code-free customization enables you to set your account to meet your business’s unique needs. The software also integrates with other apps, making it highly extensible.

User Experience

FreeAgent CRM is easy to use and has a visually appealing user interface. The software enables complete funnel visualization and presents reports in ways anyone can understand.

You can quickly connect with the company’s in-house CRM experts to set up and customize your account to explore its full possibilities. The solution also offers live chat and helpful resources.

Pricing

FreeAgent offers “Unlimited Users” and “Per User” pricing packages with different plans, billed monthly and annually. The Per User package has three plans.

  • Starter $45 per month
  • Professional $90 per month
  • Enterprise $120 per month

Strengths

  • Highly extensible
  • All-in-one solution
  • Fully cloud-based
  • Code-free customization
  • Workflow automation
  • Full funnel visualization
  • Customer service management
  • Third-party integrations
  • Live chat support
  • Custom app
  • ISO 27001 compliant

Weaknesses

  • No mobile app
  • Poor search and filter

14. Creatio CRM

Creatio CRM is one of the best CRM software used by small and medium-sized businesses in over 100 countries to automate end-to-end customer journeys with no code. You can purchase separate modules or deploy the software as a unified CRM tool. 

Key Features

Marketing Creatio — With this module, you can automate your marketing campaigns, lead management, and deliver personalized omnichannel communication to boost business revenue and drive customer retention.

Sales Creatio — Creatio supports sales teams to collaborate across boards and automate mission-critical sales processes to get more things done. The software also provides a 360-degree view of customer journeys to personalize their experience.

Service Creatio — You can automate and manage customer service workflows on Creatio to save the support team valuable time and deliver an enhanced, personalized experience to customers. The software uses AI to streamline the handling of service cases.

Studio Creatio — Creatio’s no-code UI builder helps non-technical users build business applications and processes with maximum freedom using easy-to-use drag-and-drop visual design tools.

User Experience

The analytics and reporting are insightful, and you can quickly visualize the data in a few clicks.

The software’s no-code capability means you can complete projects that usually take months or even days. In addition, support is multilingual, so you’ll always get assistance whenever the need arises in your preferred language. 

Also, the platform has helpful resources for quick self-help.

Pricing

Creatio has different subscription packages for each module (Creatio). 

The monthly sales and service modules subscriptions range between $25 and $60, while Marketing Creatio goes for a $1,000 to $100,000 yearly fee. You’ll need to contact support to understand the cost of deploying its unified CRM solutions.

Strengths

  • Cost Calculator
  • Cloud and on-site deployment
  • 360-degree customer view
  • Unlimited no-code customization
  • End-to-end workflow automation
  • Real-time analytics
  • Trial plan
  • Custom plan

Weaknesses

  • Expensive plan
  • No mobile app

15. Close

Close is a cloud CRM solution for remote salespeople. As one of the best CRM software in the industry, it makes team onboarding a breeze, automates and analyzes workflows, and helps you grow revenue quickly. It also integrates well with some of your tools, bringing your software stack to one place.

Key Features

Calling — Close has built-in call software to help you reach more people effortlessly and double your call volume and velocity. With the predictive dialer, you can call multiple numbers at once, and the software automatically routes answered calls to available reps.

Video — Close natively support Zoom, enabling remote selling with videos. The software can connect your Zoom account and sync your previous recordings with the CRM software. It also alerts you five minutes before every meeting, and you can add notes during the meeting for context.

Call Coaching — With Close, you can train your sales team, no matter where they are, all within the CRM without needing to invest in expensive online training tools.

Workflow Automation — The CRM solution offers in-app email and calls automation that can simplify your workflow and help you get more work done. Also, you can save and share winning templates with team members to boost the reach rate and close deals faster.

User Experience

Close is an easy-to-use CRM software for busy salespeople with no learning curve. 

You can quickly create an account, set up your workflow sequences, and immediately put the CRM to work. The software also has dynamic smart views that let you prioritize your leads and quickly find what you need.

Close offers free migration and support, so you can get assistance whenever needed. However, it might not be real-time since the software doesn’t offer live chat.

Pricing

Close offers four subscription plans billed monthly and annually.

  • Starter $25 per month
  • Basic $59 per month
  • Professional $89 per month
  • Business $129

Strengths

  • Remote selling
  • Power and predictive dialer
  • Built-in email and SMS marketing
  • Powerful reporting insights
  • Free trial, migration, and support
  • Sales force automation
  • Phone and email support
  • Pipeline visualization

Weaknesses

  • No mobile app
  • No live chat support

16. Nutshell

Nutshell is an all-in-one B2B CRM software designed to help teams manage contacts and leads, sell smarter and gain valuable insights to track performance and optimize the sales process. Over 30,000 sales and marketing professionals use the software to streamline their workflow.

Key Features

Pipeline Management — Like most CRM, you can visualize your customer’s journey at a glance. With this feature, you can view, manage and prioritize leads for a faster closing.

Sales Automation — From lead assignments to scoring, task reminders, and more, Nutshell automates these tasks at the snap of a finger, allowing your team to focus on actual closing. 

Email Marketing Campaigns— Nutshell helps you send targeted, beautifully designed marketing emails. You can save time with the built-in template and see who engages with the email in real time. 

Leads Capturing  — The CRM has a native web form to capture leads and feed them directly to your pipeline. In addition, you can embed the form on your website to generate leads from web visitors.

User Experience

Nutshell reporting is top-notch, with an excellent interface. 

However, some users complained the email builder is subpar and could need improvement. Also, it offers limited customization.

Besides these, the software is excellent for quickly connecting all your software tools and accessing them in one place. The company doesn’t charge for customer support, and they can help you migrate your data to hit the ground running immediately.

The CRM offers several helpful resources to help you resolve issues and put the software to full use. 

Pricing

Nutshell offers two plans, billed monthly and annually. Here’s the cost per user per month:

  • Nutshell $19
  • Nutshell PRO $49
  • Nutshell Marketing (custom plan)

Strengths

  • Open API
  • Mobile apps
  • Free Migration
  • Sales force  automation
  • Leads generation
  • Pipeline visualization
  • Email marketing campaigns
  • Sales forecasting
  • Dependable support 
  • Custom marketing plan

Weaknesses

  • No live chat

17. Nimble

Nimble is one of the best CRM software for small and midsize businesses, used by over 140,000 professionals. Also, world-leading brands like UpWork, GoDaddy, and Flexjobs use the platform. 

Key Features

Nimble Prospector — With Nimble, you can efficiently prospect leads on any social site, website, or cloud application and connect with them in less time. The prospector is available as a browser extension, making it readily available.

Relationship Management — The software helps users manage customer contact details, automate key business processes, enable social listening and gain valuable business intelligence to deliver superior customer experience.

Email Marketing — The built-in email campaign management functionality means you won’t need to switch tabs or need third-party services to engage customers via personalized emails and track your progress.

Smarter Actions — Nimble provides actionable business and customer intelligence to take more intelligent actions to gain complete control of your sales process. For example, you can visualize your sales funnel, gain social insights to prepare for meetings, and discover engagement opportunities.

User Experience

You’ll likely start your Nimble experience by importing a CSV file of your existing contact database; thankfully, the software makes this process very straightforward. Also, the CRM makes importing and syncing data with other apps seamless.

Additionally, Nimble’s “Today Page” feature provides an overview of all your upcoming activities, deals, and engagement opportunities from social mentions and essential contacts to reach out to, making prioritizing more effortless.

The software has a support center and a live chat for quick assistance.

Pricing

Nimble offers only one subscription plan—Nimble Business, available for $25 monthly for a user. However, you’ll pay only $19 if you opt for the annual plan.

Strengths

  • App Marketplace
  • Native leads prospector
  • Browser extension
  • Activity tracking and team tasks management
  • Built-in calendar
  • Pipeline management
  • 360-degree view of customers and leads
  • Marketing automation
  • Contact management
  • Live chat
  • Business and customer intelligence
  • Office 365 and Google Workspace integration
  • Low entry fee
  • Social listening and mentions

Weaknesses

  • No mobile app
  • Limited subscription plan

18. MailChimp

Mailchimp is not just an email service provider. It’s also one of the best CRM software for small businesses. With this solution, you can build better customer relationships and sell to them more creatively. In addition, the CRM is scalable and can support your business growth and needs.

Key Features

Contact Management — Whether importing an existing contact database or building from scratch, MailChimp helps you manage them all from one location. Also, you can create or use the built-in segments to organize your contacts.

Email Marketing — Email marketing and campaign management are probably MailChimp’s best selling point and are natively supported in the CRM, meaning you can run effective email campaigns. Also, it comes with pre-built email templates, and you can run A/B tests in-app.

Behavioral Targeting and Personalization — MailChimp can predict customers buying behaviors, enabling you to segment your contact effortlessly to launch campaigns that feel like a one-on-one conversation at the right time or deliver personalized product recommendations. 

User Experience

You’ll only need to fill out three fields to sign up. However, it would have been better if users could create accounts automatically with their Gmail. It’ll save you the stress of logging into your email to activate the MailChimp account.

Mailchimp’s user interface is excellent, with many white spaces, but I don’t find the yellow background and black font colors easy on the eyes while signing up. Also, the software can integrate neatly with other tools, so you can easily manage your stack in one place.

MailChimp support is excellent, and case resolution is always fast.

Pricing

MailChimp CRM offers free, and three paid plans.

  • Premium $350 per month
  • Standard $20 per month
  • Essentials $13 per month

Strengths

  • Highly scalable
  • Mobile app
  • Predictive segmentation and behavioral targeting
  • Holistic audience view
  • Live chat support
  • Seamless contact management
  • Actionable customer insight
  • Free plan
  • Low-priced starting plan
  • Extensive third-party integrations

Weaknesses

  • Limited native Salesforce automation

19. Apptivo

Apptivo is a CRM software used by over 200,000 businesses, including Sephora, UNAIDS, Exult, and Los Angeles Times. The solution simplifies customer relationship management so sales and marketing teams can be more efficient and close deals effortlessly.

Key Features

Win and Loss Analysis — You can track the sales opportunities your sales team prospected and analyze the employees that contributed to winning the opportunity. Additionally, the app can help you analyze lost opportunities and the reasons behind them.

Territory management — You can quickly delineate and manage your sales territories to boost team collaboration, improve sales efficiency, and maximize territorial benefits. With the built-in assignment rules, you can automatically segment leads based on territories.  

Sales Planning — With Apptivo, you’re sure you won’t be tracking your sales targets with spreadsheets. Instead, the software comes with a sales planning app to measure your team members’ KPIs and implement scalable sales processes to facilitate faster deal closing.

User Experience

Apptivo has an excellent user interface.

But new users might need help navigating the software. Also, the customization and app integrations are not a walk in the park. 

However, the CRM system offers an extensive knowledge base for self-help. 

Pricing

Apptivo offers three subscription plans.

  • Lite $10 per month
  • Premium $15 per month
  • Ultimate $25 per month

Strengths

  • Project management
  • Integrated CRM software
  • Activity tracking
  • Performance analysis
  • Pipeline visualization
  • Contact Marketing
  • Email campaigns
  • Leads management
  • Salesforce automation
  • Sales planning
  • Territory management
  • 30-day free trial
  • Mobile apps

Weaknesses

  • Hard customization
  • No real-human live chat

20. Act! CRM

Act! is a cloud-based CRM software designed for small and midsize businesses to manage customer relationships and sell better seamlessly. The CRM system has been in play for over 35 years, powering over 800,000 users worldwide.

Key Features

Marketing Automation — Using Act! means you won’t need to spend much hiring and maintaining an in-house marketing team. Instead, this CRM software can handle most of your crucial marketing processes effectively.

Sales Pipeline Management — With Act! built-in sales pipeline management, you can automate your sales tasks and maintain a 360-degree view of your customers and their journey to close deals faster.

Activity Management — Act! helps you stay on top of all the happenings around you, including critical projects, enabling you to prioritize and stay more productive.

User Experience

Act! offers a user-friendly interface and intuitive customization. 

However, some users complained that each new update tends to drag the software backward. Additionally, you might need help setting up custom reports and dashboards. 

Also, I can’t vouch for their support. You might struggle to reach them whenever the need arises. However, there is an extensive resource you can always fall back on for self-help.

Pricing

Act! offers two plans billed annually.

  • Act! Premium Desktop $37.50 per user per month
  • Act! Premium Cloud $40 per user per month

Users opting for the Premium Cloud plan pay an additional $10 monthly for desktop sync.

Strengths

  • Sales and marketing automation
  • Customer management
  • Sales pipeline visualization
  • Activity tracking
  • Advanced reporting capabilities
  • 14-day free trial
  • Live chat support
  • Flexibility and Extensibility
  • Cloud and on-premises deployment

Weaknesses

  • No mobile app
  • Limited pricing plans
  • Annual billing

21. Agile CRM

Agile CRM is one of the best CRM services in the market. It promises to help you sell and market like Fortune 500 companies. In addition, the software packs several core CRM features like sales enablement, marketing automation, and customer service.

Key Features

Sales — The CRM system can help your sales teams manage their contacts in one place, track deals to keep the sales process on track, and automate sales calls. The CRM system also lets you manage appointments and gamify sales.

Marketing — Agile CRM has an intuitive drag-and-drop builder to set up a marketing workflow and build landing pages in minutes. It also extends its CRM capabilities with social media, email, and SMS features for multichannel marketing campaigns. 

Service — The software streamlines your customer service management so that your support can focus on only tasks that matter. It also allows you to provide pre-formatted replies for faster and more consistent responses.

User Experience

Agile CRM has a clean and intuitive dashboard. Using the features doesn’t require any learning curve. Also, the CRM software displays information in an easy-to-understand way.

The customer relationship management software has a robust knowledge base. Also, you can schedule a chat with any of their specialists within a few minutes.

Pricing

AgileCRM has free CRM software alongside three premium packages, billed monthly, yearly, and bi-annually. If you go for the bi-annual plans, you’ll pay the following:

  • Starter $8.99 per user per month
  • Regular $29.99 per user per month
  • Enterprise $47.99 per user per month

Strengths

  • Free plans with ten users
  • Yearly and bi-annual subscription plans
  • Lead management
  • Appointment scheduling
  • Two-way telephony
  • Contact management
  • Email and SMS marketing
  • Marketing automation with exit intent.
  • Social monitoring
  • Project management
  • Landing page builders
  • Chrome extension
  • Post-call automation
  • Push notification

Weaknesses

  • No mobile app
  • No live chat support

Choosing the Best CRM Software

The right CRM software providers for your business would offer you the best customer relationship management and engagement solutions. So, consider only CRM software vendors that offer you business solutions to meet your specific needs within your budget and integrate seamlessly with all your business tools.

 

Featured image via Unsplash.

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Looking to save big and make your web design job easier at the same?

This carefully picked list includes top-tier quality items that have already been used by hundreds of thousands of people like you.

From WordPress themes, plugins, web apps, website builders, and illustrations, this list has everything for everyone.

Check all these 10 excellent deals for designers below:

1. Amelia

Amelia is a WordPress booking plugin that saves businesses time and money from the beginning by replacing their manual or semi-automated appointment and event booking operations with a fully automated one.

Amelia is easy to set up and use. Fitness centers, consulting organizations, training institutions, beauty salons and spas, photographers, medical centers, and other businesses that rely heavily on client and customer appointment or event bookings will profit from using it.

  • Clients can go online to make appointments 24/7, change or cancel appointments, and make payments. They can also purchase tickets for events and add special requirements.
  • Amelia automatically sends notifications, reminders, and follow-ups by SMS, WhatsApp, and email (reducing no-shows while keeping clients aware of upcoming special sessions or events).
  • Amelia also manages group appointments, packages of appointments, employees’ schedules, special days, and days offs.
  • All the above can be managed at one or multiple locations from a single dashboard.

Amelia integrates with Google Calendar, Google Meet, Zoom, and Outlook Calendar. Click on the banner to learn more about what this amazing application could do for your business.

2. wpDataTables

Creating an informative table or chart for your website can be pretty labor-intensive.

  • You may have to work with and organize copious amounts of data.
  • You need to avoid compromising your website’s design at the expense of getting the tables or charts you want.
  • Your tables and charts may need to be responsive, editable, informative, and readable.

wpDataTables plugin does all the above for you and more. It is packed with powerful table and chart-building features that include –

  • 4 chart-building engines: Google Charts, Chart.js, Apex Charts, and Highcharts
  • The ability to accept data from multiple database sources and in numerous standard formats
  • The ability to highlight critical data, or color code data using Conditional Formatting
  • A wealth of powerful data filtering and sorting features
  • Live data from Google spreadsheets or JSON API

wpDataTables integrates seamlessly with Avada, Divi, Elementor, Gutenberg, and WPBakery. Click on the banner to learn even more about this popular WordPress plugin.

3. Trafft

To automate a booking operation, you might need one tool to book appointments, one to accept payments, another to manage employee schedules, and so on. Of course, if your business provides services at multiple locations, then you would multiply the number of tools times the number of locations, and you’ll be good to go.

Or, you could go with Trafft, a single tool with which you can manage all of the above, at multiple locations, all from a single platform.

  • Clients can book appointments online 24/7.
  • They can make payments online using PayPal, Stripe, Mollie, or Authorize .net.
  • Trafft sends reminders and notifications automatically via email or SMS.
  • Trafft integrates smoothly with Google Calendar, Google Meet, Outlook, and Zoom.

Click on the banner to learn about all of Trafft’s booking capabilities. You’ll be impressed.

4. WordLift

WordLift helps your website speak the language of Google. This way, your content will be discovered by users, giving you more organic traffic and helping your business website achieve excellent rankings.

  • WordLift uses AI to transform unstructured content into structured data that search engines can understand.
  • WordLift creates a knowledge graph, automates SEO tasks, and analyzes search intent.

Other features include automatic schema markup, content recommendation widgets, WooCommerce, and Image SEO, all designed to improve user engagement.

5. Total WordPress Theme

Three words summarize Total: flexible, easy, and complete. This aptly named WordPress theme is WooCommerce compatible and has everything you need to create one-of-a-kind sites.

  • Total puts excellent selections of demos, templates, and postcards at your fingertips.
  • The popular Slider Revolution plugin is included, as is Total’s flexible drag-and-drop page builder.

The 50% Black Friday discount is automatically applied when you order.

6. TheGem – Creative Multi-Purpose & WooCommerce Theme

TheGem – the versatile WordPress website builder – offers unlimited customizations, plenty of design & marketing focused features, an extended library of pre-built designs, and the fastest loading times: 

  • You have ready access to a rich selection of 400+ pre-built websites in outstanding design quality 
  • It enables you to build every part of your website right away in Elementor or WPBakery: headers & footers, WooCommerce pages, blogs, mega menus, popups, and much more.
  • You’ll love the 5-star user support, just as have 60,000 others.

TheGem can be yours at a 40% Black Friday discount.

7. Mobirise Website Builder Software

The best offline website builder for 2022 is free to use. That is in itself a great bargain. Mobirise’s team has sweetened the pot by offering a 33% Black Friday discount for their All-in-One Kit with its 175 premium themes and extensions.

  • Mobirise is strictly drag-and-drop and features huge selections of blocks, templates, icons, and images.
  • Your site is yours to host anywhere you want

More than 2 million sites have already been created using Mobirise.

8. Embed Instagram Feed

Instagram offers a terrific way to promote your business’s products or services. Its focus on visual communication makes it an extremely effective marketing tool.

  • It takes but three simple steps to embed Instagram into your website.
  • A variety of display options are available.
  • Your feed will be fully responsive and compatible with mobile devices.

An Instagram feed is yours at a 33% Black Friday discount.

9. Getillustrations Web and App Illustrations Bundle

 

Getillustrations is loaded with trendy illustrations you can pick and choose from, download once, and use forever.

  • Selecting one or more of the 13,000 different illustrations in over 100 categories can definitely add spice to your web designs.
  • Illustrations come in PNG, SVG, Ai, Figma, and Sketch formats and Getillustrations adds new ones every week.

Use the EliteDesigners25 code to get your 25% Black Friday discount.

10. Rey Theme

Rey is an innovative WooCommerce theme that is loaded with WooCommerce-friendly features and is easy to set up and use.

  • Key WooCommerce features include filtering, search, templating, and navigation.
  • Rey’s smart search helps site visitors find exactly what they want
  • Quickview and Ajax search is also available

Headers are customized for eCommerce, and visitors will appreciate Rey’s helpful cart, wish list, and checkout features.

Black Friday is not far off. Before you know it, many producers of WordPress themes, tools, and services will be offering tempting discounts.

Even if you come across a deal that appeals to you, it doesn’t hurt to look around to see if you can find a better one.

Keep in mind that the quality of a product or service is more important than its reduced price. It’s always best to pick and choose carefully. So, we’ve put together this list of the best Black Friday deals for 2022 to help you do just that.

 

[- This is a sponsored post on behalf of BAW media -]

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Live chat is one of the most powerful tools for customer experience in the current marketplace. 

In a world where customers are constantly connected to the online world, online chat is a reliable way of getting quick solutions to common problems. 

Today’s consumers prefer talking to an agent over chat to calling a contact center, and they often feel that live chat is less frustrating than waiting for the right person to answer the phone. 

Of course, like any digital tool, live chat is only effective when using it correctly. Today, we’re going to show you the crucial KPIs you need to consider if you want to ensure that your chat strategy is delivering a tangible return on investment. 

The Most Important Metrics to Measure for Live Chat

These days, implementing live chat tools is easier than ever. 

You don’t necessarily need to hire a professional developer unless you want a specialist widget with specific functions and unique branding. Many plugins and tools for sites built on Shopify and WooCommerce allow you to instantly access chat functions. 

However, just because implementing live chat is easy doesn’t mean that there aren’t countless ways for your strategy to go wrong. Keeping an eye on these crucial KPIs and metrics ensures you’re making the right impression with your chat strategy. 

1. First Response Time

First response time is a crucial live chat metric. This measures how long customers need to wait before someone responds to them. Technically, this metric only refers to how quickly an actual agent responds to your customer, so automated “thanks for getting in touch” messages don’t count. However, immediately responding with one of those messages can convince your audience to stick around for a little longer. 

The faster your agents can respond to messages and solve problems, the better your brand reputation becomes. The good news is that a good live chat strategy can lead to pretty quick response times. The average time for an agent to see a live chat message is around 2 minutes and 40 seconds.

To improve your FRT statistics, make sure you:

  • Invest in chatbots: AI chatbots can support customers 24/7 with handy, self-service functionality. These tools will also filter out the customers waiting for an agent who can find a solution to their problem on your FAQ page.
  • Prepare canned responses: Quick responses to common queries can help you to address a problem much faster. In addition, preparing canned responses will ensure that your team members can quickly respond to more customers. 
  • Increase your resources: Ensure you have the right hand and enough agents to handle peak demand.

2. Average Resolution Time

The first response rate only looks at how quickly someone responds to a customer’s message for the first time. However, it doesn’t show how rapidly you deal with client problems. Average Resolution Time is the metric that helps to measure customer satisfaction by seeing how long it takes to get to a point where your customer can close the chat. 

If it takes too long for your employees to solve problems, there’s an increased risk of your customers becoming annoyed and frustrated. Additionally, the longer agents take dealing with each individual chat, the more other consumers will have to wait for someone to become available. Finally, the longer it takes to resolve an issue, the more customer satisfaction decreases.

The key to success is ensuring that the right agent deals with the correct customer and that everyone on your team is empowered with the appropriate tools and information. Boost resolution time by:

  • Giving customers a quick self-service solution: For common questions, make sure that you have an FAQ section that you can direct your customers to. In addition, a chatbot that can offer quick canned responses to regular queries can save time. Plus, they’re great for reducing the pressure on your agents’ shoulders. 
  • Integrate CRM tools with live chat: Make sure your agents have access to information about each customer as soon as they start the conversation. This information should include the customer’s name, what they’ve purchased before, and if they’ve issued any support tickets. Integrating with the CRM makes it easier for agents to jump straight into the action without needing the customer to explain everything first. 
  • Keep resources handy: Your team members should have instant access to all the information they need to answer customer questions. Ensure that searchable data repositories are available for everyone on your live chat team. 

Remember, routing tools that automatically send customers to the agent with the proper knowledge or skills will also improve response times and reduce the number of times a customer needs to repeat themselves. 

3. Chat to Conversion Rate 

Live chat tools aren’t just an avenue for problem resolution. Although customers can get excellent service through live chat, they also look to chat to collect information before a potential purchase. Around 38% of customers say that they end up purchasing a positive live chat experience. 

The live chat app on your website can provide real-time assistance for sales queries, converting leads, and maximizing your return on investment. However, to determine how successful your chat system is at encouraging sales, you must look at the chat to conversion rate metric. 

Essentially, you measure the number of chats your company has been involved in, then compare that number to the total number of conversions from those customers. It might be helpful to narrow down your results here by using your data and analytics tools to separate your total number of live chats into those intended for sales information and those requiring assistance. 

If your chat to conversion rate isn’t as high as you would like, there are lots of things you can do to start making a positive impact:

  • Automatically launch a chat: As soon as someone comes to your website, launch a chat window with a bot that asks whether you can help your customer. You can even include a list of commonly asked questions so your customer can get help faster. 
  • Follow up on chat conversations: Make sure you follow up on any questions that customers ask on your chat widget with an email. This is a great way to reach out to customers that may have been distracted and ended up abandoning their cart.
  • Personalize suggestions: Use AI insights and information from your customer management tools to determine which products are most likely to appeal to each customer, then suggest those items. Remember to ensure that your tone of voice in the chat matches your brand too. 

Remember, the faster you can answer customer queries and address their concerns with your live chat strategy, the more likely the chat will lead to a sale. Ultimately, customers are convinced to purchase when they believe they can trust your business to deliver excellent experiences. 

4. Customer Satisfaction Score

The customer satisfaction score is probably one of the most critical metrics in any customer experience strategy. It directly measures customer satisfaction levels and gives you an insight into how well you’re doing from the perspective of your target audience. 

The best way to measure CSAT through live chat is to add a survey to the end of the chat session. For instance, you could ask, “How would you rate this session on a scale of 1 to 10”. Then, based on the score, you’d calculate a “Net Promotion Score.” Each score falls into one of three categories: “Detractors 0-6”, “Passives 6-8,” and “Promotors 9-10”.

The more information you collect about your CSAT score, the easier it will be to determine where you’re going wrong with your live chat strategy. On the other hand, if the score is pretty good after a chat session, you’re probably on the right track. To improve your overall score:

  • Encourage feedback: Getting people to leave feedback, even on a live chat app, can be difficult. Offering customers the chance to win something in exchange for their insights could help you to get more data. 
  • Follow up: Connect with your “detractors” to find out what you did wrong. Follow up in the live chat session by asking if they’d like to leave a more comprehensive review. Alternatively, you can send an email asking for additional information. 
  • Reach out to promotors: Connect with the people who give you the most favorable scores to ask them for their insights. Find out what they enjoyed most about the experience and request a review that you can place on your website for social proof. 

5. Missed Opportunities

The longer someone waits for you to answer their question in a live chat or respond to their initial message, the more likely they’ll give up on the conversation. Unfortunately, this means that your company ends up with missed opportunities. You lose the chance to potentially make a sale, delight a customer, and strengthen your brand reputation.

While you might assume that your customers will know you can’t be available to answer all of their questions immediately, that’s not the case. INC tells us that 51% of consumers believe a business should always be open. So every missed chat is another negative mark against your reputation. 

If you discover that your team is missing a lot of chat chances, this could be a sign that you don’t have enough resources available in this area. However, there are a few ways that you can reduce your chances of missed opportunities, such as:

  • Hiring more team members: If you know that there are times of the year or week when you have peaks in demand, ensure that you have the correct number of staff members available. 
  • Using chatbots: Chatbots won’t be able to answer all customer questions, but they can deliver quick responses to commonly asked queries and reduce the risk of lost opportunities.
  • Provide alternative forms of communication: if your customer can’t reach you on live chat, make sure that there are other options available, like a phone number and email address or a form where your customer can automatically submit a ticket. 

6. Total Number of Chats and Tickets

Keeping track of the total number of tickets your customers submit, alongside the number of chats your employees engage in, will give you helpful information. First, the total number of conversations shows how many customers are taking advantage of your live chat function on the website. 

You’ll also be able to compare your total number of chats to the number of resolved problems you deal with for your customers. For example, comparing your total number of chats to an unlimited number of tickets shows you how many customers have been left to rely on other sources of communication. You can also see how good your employees are at following up with tickets issued by customers. 

When you’re analyzing your number of tickets and chat sessions, you might notice that many of the queries you dealt with were connected to specific questions or topics. If that’s the case, you might be able to create a new FAQ page for your customers or provide your chatbot with extra information that it can use. 

If you’re getting more support tickets through alternative means than live chat, it might be time to ask yourself what’s wrong with your live chat performance and why your customers choose not to use it. 

Improving Live Chat CX for Your Business

Live chat can be a powerful tool for improving customer experience and an excellent way to strengthen your relationship with existing and potential clients.

Step into the shoes of your customer and discover what it feels like to walk through the whole live chat experience, from the moment that you send a request to the live chat team to the moment when you close down the chat with a solution to your problem. Other quick tips include:

  • Getting the software right: Make sure your live chat app is easy for your end customers and your employees. The chat app you use should be convenient and suit your brand. It also needs to collect information effectively without causing problems like GDPR and regulations. Get a developer involved if you think you have a problem with your chat functionality. 
  • Guide your team: Remember that your team needs to know how to use the live chat tools available effectively if they’re going to deliver the best results to your customers. Make sure you give your employees scripts to deal with problems if needed. In addition, chatbots that can quickly grab information from integrated CRM tools and other solutions could make your agents’ lives much more manageable. 
  • Pay attention to feedback: Ask your customers for feedback on their live chat experiences whenever you can. Ensure you pay attention to what they say they like and dislike about the encounter. If you can listen to your customer’s opinions, they’ll give you a lot of helpful information to work with when you’re enhancing and optimizing your live chat strategy. In addition, listening to your audience shows that you have their best interests at heart.

Remember, as well as customer feedback; you might be able to ask your employees for their insights into how you can improve live chat performance too. Employees also work with these tools regularly, so they know which features are more problematic than others. 

Measuring and Improving Live Chat

Live chat functionality isn’t something that you implement into your website and forget about. Instead, like any form of customer service or engagement tool, your live chat solution should be something you test regularly and constantly update to suit your customers’ needs. 

Knowing which metrics to measure when examining live chat functionality and performance will boost the experience you can give your audience and even open the door for better relationships with clients in the long term.

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Starting your own business is a process with a fair share of challenges. Even in the web design world, where you can potentially minimize costs by working from home and collaborating with freelance contractors, many expenses exist. 

To run a successful web design business, you need enough money to invest in everything from skilled colleagues to resources (like fonts and themes), software subscriptions, and technology tools. Finding a way to fund your company can be the most complicated part of ensuring its success.

For most new companies, the easiest option to generate opportunities is “bootstrapping.” Learning how to bootstrap a web design business means knowing how to bring your business to life with virtually no starting capital. 

Here’s how to get started.

What is Bootstrapping? 

Successful bootstrappers take an idea, such as creating a web design company and create a fantastic company without the backing of investors. It takes significant dedication, commitment, and single-mindedness to accomplish your goals, but some of the world’s greatest entrepreneurs, like Steve Jobs and Sam Walton, got their start this way. 

The term “bootstrapping” comes from the phrase “to pull yourself up by the bootstraps,” which indicates overcoming challenges on your own without any external support. 

The pros and cons of bootstrapping include:

Pros:

  • Full control: Bootstrapping allows entrepreneurs to retain full ownership over their business. Alternatively, engaging with investors means allowing other professionals to own a portion of your company or make a share of the decisions. 
  • Innovation: Business owners in a bootstrapping model are forced to invest in agile and innovative business models. You must develop processes to produce immediate, lasting cash flow from day one. 
  • Accomplishment: Building something from the ground up creates a powerful sense of satisfaction and accomplishment. 
  • Ownership: You won’t have to sell any equity in your business to other investors, which means you can benefit fully from the company as it grows.

Cons:

  • Risks: Self-funded businesses generally run out of funds faster and struggle to scale as quickly as other companies, limiting the brand’s ability to reach its potential.
  • Limited support: Traditional financing methods (like working with investors) also provide networking opportunities and support from specialists who want to see your company succeed. 
  • Pressure: Bootstrapping businesses need to be meticulous about everything from keeping books to making the right decisions for brand growth. 
  • Hard work: With limited resources, connections, and options, bootstrapping entrepreneurs need to work harder than most and take on more roles.

How to Bootstrap Your Web Design Business: Step by Step

Bootstrapping a web design business can be complicated, but it works for many companies if you follow the right strategy. The good news is web design companies generally don’t require as much initial capital as some other types of companies, like standard retail brands or companies with a need for brick and mortar offices.

However, there are still steps you’ll need to follow to ensure success.

Step 1: Source Some Initial Funds

While you might not work with investors when bootstrapping your web design business, you’ll still need some essential initial funds. To run a web design business, you won’t necessarily need a massive initial investment, but you will need something. 

To determine how much capital you need to raise from your income, savings, a line of credit, or other common bootstrapping sources, think about:

  • Where you’re going to work: The upfront costs of operating your own web design business will be a lot lower if you choose to work from home and with remote specialists. The less you have to pay for office space, the better.
  • Business fees: You may need to pay fees for registering your business name, hosting your own website for advertising, and dealing with any registration costs.
  • Equipment and software: Think about what you will use daily for web design. Subscription-based services like Adobe Creative Cloud can cost quite a bit to access. You’ll also need a good computer, and perhaps a tablet for sketching.

Step 2: Find a USP 

The easiest way to ensure a bootstrapped web design business is a success is to ensure you are offering specific clients something they genuinely need. In a service-based landscape like web design, you need to know what your customers want and offer something they can’t get elsewhere.

For instance, can you differentiate yourself from other web design companies by helping with modern trends like 360-degree video and XR-ready design? Can you build apps for companies from scratch and provide ongoing maintenance for the websites you make?

An excellent way to find your USP is to examine your competitors. Find out what other companies in your area are offering their customers, and listen to consumers in your industry when they talk about what they need from a website designer. 

Step 3: Choose a Cash Flow Optimized Model 

Since you’re relying only on your cash and the money you make from your web design business to fuel its growth, choosing a model optimized for consistent cash flow is essential. Bootstrapping a business often means you place most of the profit you gain from your company back into the development of the brand. 

With this in mind, consider how you’ll offer services and charge your customers. Are you going to ask for a portion of the fees up-front before starting a web design project? Can you provide your customers with subscription models to improve your revenue consistently?

For instance, you could provide help with ongoing maintenance, development, and support rather than just offering to build websites for companies. Another way to make additional income is with professional services, like consulting. 

Make sure there’s a market for the services you’ll offer before launching your business by examining the surrounding environments and services your competitors provide.

Step 4: Keep Costs Low and Profits High

Keeping costs low will be essential to ensuring your success when bootstrapping a business. Fortunately for web designers, it’s relatively easy to cut down on fees. For instance, WordPress is free to use for your development projects, making it an excellent choice for many web design strategies. 

You can also look into common free and cheap alternatives to web design tools online, like GIMP. Shop around for the things you will be paying ongoing fees with. For instance, it’s best to check out multiple vendors when looking for web hosting and marketing support. 

While keeping your costs low, it’s also essential to accelerate profits as much as possible. You can look for ways to boost customer retention by building stronger relationships with your clients and offering them deals on long-term subscriptions. 

If you have time outside of your web design business, you can also try taking on some side hustles. Options include:

  • Selling web design assets on sites like ThemeForest
  • Offering your services on a freelance basis with sites like Dribbble and Toptal
  • Designing and selling NFTs for the metaverse
  • Teaching web design or selling webinars

Step 5: Grow Cautiously

Finally, while the goal of successfully bootstrapping your web design business will be to grow as rapidly and consistently as possible, it’s important to be cautious. For instance, you’ll need to be able to afford the fees of every new designer you bring onto your team, so consider looking for freelancers and contractors rather than permanent hires.

Use organic channels for marketing your services, like blogging and content marketing which can help improve your SEO standing and attract attention among clients. Plus, encourage your customers to recommend your services to other brands. 

As new clients approach your business, ensure you only take on as many customers as you can reasonably handle. Compromising on quality will damage your relationships with customers and harm your reputation. 

Good Luck Bootstrapping Your Business

When you’re bootstrapping a business, you get the benefit of being able to eliminate any outside influences from your growth. You’re free to focus on building relationships with companies of your choice, and you get to make decisions about your growth. However, there are downsides, too, like significant stress and limited financial opportunities.

While bootstrapping your business is tough, if you manage to complete the process successfully, the results can be fantastic. 

 

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Introduction

The Internet is inevitable in the current time. It is everywhere, and the entire world depends on it to function, perform day-to-day activities and stay connected with people from different corners. Gone are the days when testers only chose to create websites for selected browsers and hardly faced issues maintaining a website on a few browsers. As the technology matured, many significant players entered the browser market. Even the users evolved, became tech-savvy, and improved their browsing habits. Now was a time when businesses were in critical need of cross-browser testing and responsive testing to stay ahead of the competition. Cross-browser testing focuses on the website’s overall functionality; responsive web testing verifies the look and feel of the web application. Cross-browser testing deals with the analysis of the web browsers that their users use, and responsive testing deals with the devices where the company’s user base visits the websites. Let us shed some light and understand cross-browser and responsive testing in detail.

What Is Cross Browser Testing?

We all know that testing cross-browser compatibility of websites « is of utmost importance. It helps understand how stable your web application is across various technologies, browsers, operating systems, and devices. The adoption of cross-browser testing is to provide a better user experience irrespective of which browser-OS-device combination your users use to access your website. In cross-browser testing, the testers generally validate the web application’s functionality and ensure its user-friendliness and performance are up to the mark across the web browsers. Businesses can also take the help of cloud-based automated cross-browser testing tools to have access to a wide range of real devices to test their web and mobile applications. Different browser engines render websites differently; even the version of each browser causes the code uniquely. It means the code behind the websites is read differently by every browser. So, various cross-browser testing strategies are critical for website accessibility. It is how different browsers render a web page:

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“Minimum Viable Product,” or “MVP,” is a concept of agile development and business growth. With a minimum viable product, you focus on creating the simplest, most basic version of your product, web application, or code possible.

Minimum viable products include just enough features to attract early adopters and validate your idea in the early stages of the development lifecycle. Choosing an MVP workflow can be particularly valuable in the software environment because it helps teams receive, learn from, and respond to feedback as quickly as possible.

The question is, how exactly do you define the “minimum” in MVP? How do you know if your MVP creation is basic enough while still being “viable”?

Defining the Minimum Viable Product: An Introduction

The concept of “Minimum Viable Product” comes from the Lean Start-up Methodology, introduced by Eric Ries. The purpose of MVP is to help companies quickly create versions of a product while collecting validated insights from customers for each iteration. Companies may choose to develop and release minimum viable products because they want to:

  • Introduce new products into the market as quickly as possible;
  • Test an idea with real users before committing a large budget to product development;
  • Create a competitive product with the use of frequent upgrades;
  • Learn what resonates with the target market of the company;
  • Explore different versions of the same product.

Aside from allowing your company to validate an idea for a product without building the entire concept from scratch, an MVP can also reduce the demand on a company’s time and resources. This is why so many smaller start-ups with limited budgets use the MVP and lean production strategy to keep costs as low as possible.

Defining an MVP: What your Minimum Viable Product Isn’t

When you’re building a Minimum Viable Product, you’re concentrating on developing only the most “essential” features that need to be in that product. For instance, you might be building a shopping app for a website. For the app to be “viable,” it would need to allow customers to search through products and add them to a basket or shopping cart. The app would also need a checkout feature and security components.

However, additional functionality, like the ability to send questions about an item to a customer service team or features that allow clients to add products to a “wish list,” may not be necessary straight away. Part of defining a minimum viable product is understanding what it isn’t. For instance, an MVP is not:

  • A prototype: Prototypes are often mentioned alongside MVPs because they can help with early-stage product validation. However, prototypes are generally not intended for customers to use. The “minimum” version of a viable product still needs to be developed enough for clients and users to put it to the test and provide feedback.
  • A minimum marketable product: An MVP is a learning vehicle that allows companies to create various iterations of an item over time. However, a minimum marketable product is a complete item, ready to sell, with features or “selling points” the company can highlight to differentiate the item from the competition.
  • Proof of concept: This is another similar but distinct idea from MVP. Proof of concept items test an idea you have to determine whether it’s attainable. There usually aren’t any customers involved in this process. Instead, companies create small projects to assess business solutions’ technical capabilities and feasibility. You can sometimes use a proof of concept before moving on to an MVP.

Finding the Minimum in your MVP

When finding the “minimum” in a minimum viable product, the primary challenge is ensuring the right balance. Ideally, you need your MVP to be as essential, cost-effective, and straightforward as possible so that you can create several iterations in a short space of time. The simpler the product, the easier it is to adapt it, roll it out to your customers, and learn from their feedback.

However, developers and business leaders shouldn’t get so caught up focusing on the “Minimum” part of Minimum Viable Product that they forget the central segment: “Viable”; your product still needs to achieve a specific purpose.

So, how do you find the minimum in your MVP?

1. Decide on Your Goal or Purpose

First, you’ll need to determine what your product needs to do to be deemed viable. What goal or target do you hope to achieve with your new product? For instance, in the example we mentioned above, where you’re creating an ecommerce shopping app, the most basic thing the app needs to do is allow customers to shop for and purchase items on a smartphone.

Consider the overall selling point of your product or service and decide what the “nice to haves” are, compared to the essential features. For instance, your AR app needs to allow people to interact with augmented digital content on a smartphone, but it may not need to work with all versions of the latest AR smart glasses.

2. Make a List of Features

Once you know the goal or purpose of your product, the next step is to make a list of features or capabilities you can rank according to importance. You can base your knowledge of what’s “most important” for your customers by looking at things like:

  • Competitor analysis: What do your competitors already offer in this category, and where are the gaps in their service or product?
  • User research: Which features or functionalities are most important to your target audience? How can you make your solution stand out from the crowd?
  • Industry knowledge: As an expert in your industry, you should have some basic understanding of what it will take to make your product “usable.”

3. Create Your Iterations

Once you’ve defined your most important features, the next stage is simply building the simplest version of your product. Build the item according to what you consider to be its most essential features and ask yourself whether it’s serving its purpose.

If your solution seems to be “viable,” you can roll it out to your target audience or a small group of beta testers to get their feedback and validate the offering. Use focus groups and market interviews to collect as much information as possible about what people like or dislike.

Using your feedback, you can begin to implement changes to your “minimum” viable product to add more essential features or functionality.

Understanding the “Minimum Viable Product”

Minimum viable products are evident throughout multiple industries and markets today – particularly in the digitally transforming world. For instance, Amazon might be one of the world’s most popular online marketplaces today, but it didn’t start that way. Instead, Jeff Bezos began purchasing books from distributors and shipping them to customers every time his online store received an order to determine whether the book-selling landscape would work.

When Foursquare first began, it had only one feature. People could check-in at different locations and win badges. The gamification factor was what made people so excited about using the service. Other examples include:

  • Groupon: Groupon is a pretty huge discount and voucher platform today, operating in companies all around the world. However, it started life as a simple minimum viable product promoting the services of local businesses and offering exclusive deals for a short time. Now Groupon is constantly evolving and updating its offerings.
  • Airbnb: Beginning with the use of the founders’ own apartment, Airbnb became a unicorn company giving people the opportunity to list places for short-term rental worldwide. The founders rented out their own apartment to determine whether people would consider staying in someone else’s home before eventually expanding.
  • Facebook: Upon release, Facebook was a simple social media tool used for connecting with friends. Profiles were basic, and all members were students of Harvard University. The idea quickly grew and evolved into a global social network. Facebook continues to learn from the feedback of its users and implement new features today.

Creating Your Minimum Viable Product

Your definition of a “minimum viable product” may not be the same as the definition chosen by another developer or business leader. The key to success is finding the right balance between viability – and the purpose of your product, and simplicity – or minimizing your features.

Start by figuring out what your product simply can’t be without, and gradually add more features as you learn and gain feedback from your audience. While it can be challenging to produce something so “minimalistic” at first, you need to be willing to release those small and consistent iterations if you want to leverage all the benefits of an MVP.

Suppose you can successfully define the meaning of the words “Minimum” and “Viable” simultaneously with your new product creations. In that case, the result should be an agile business, lean workflows, and better development processes for your entire team.

 

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Walking into an initial meeting with a new client can be nerve-wracking. If you’re a freelancer, your income could depend on the outcome; if you’re part of an agency, then your colleagues’ incomes could rely on it too.

More often than not, you’re meeting someone successful enough at negotiating to own a company. The time you spent learning code, or a design system, they spent brokering deals.

So how do you know that you’re ready for the meeting? What questions should you ask? What answers should you provide? Check you’re prepared for meetings by bookmarking this week’s quiz and testing yourself in advance.

We’ll get started with an easy one about anatomy…

 

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With a new year here, it’s time to try out some new fonts.

Whether you’re designing a brand new website or redesigning an existing one, the following list of fonts has you covered. In addition to the dependable serifs and sans serifs we use to create attractive and readable content, this roundup also has some fun additions, including one you can use for websites advertising Valentine’s Day deals next month.

Antona

Antona is a geometric sans serif font family with 16 different styles. The solid structures and ample white space within the characters give off a safe and friendly vibe.

Aromanis

Aromanis is a small font family with just two variations: Regular and Shadow. This new font supports nearly 70 languages and has an extensive Latin character set with localized forms. This font works best in branding for youthful companies with a playful vibe — from logos to posters and everything in between.

Black Coopy

Black Coopy is an edgy display typeface that would work well for sporty brands. In addition to the standard alpha, numeric, and punctuation sets, the font also comes with a variety of “swash” characters that can be used to frame your bold headlines.

Cimory Love

Don’t wait until February to start thinking about how to infuse a little romance into your designs. Cimory Love is a script font that comes in two styles: Regular and Italic. In addition to using it to promote Valentine’s Day sales, this could also be a cute font to use on websites for small gift shops, bakeries, and so on.

Cotford

Cotford is a contemporary serif font with a ton of flexibility built into it. It comes with eight variations — three text and five display weights. Designers can use one of the many pre-designed styles or they can modify this dynamic font set to make it suit their specific needs.

Digno

Digno is a beautiful, informal serif font that’s easy on the eyes. The font family comes with 14 weights covering a wide spectrum — lights, mediums, heavies, and even a couple of “Book” weights are thrown in if you want to add some personality to those text-dense pages of yours.

Dogly Comika

Dogly Comika is a rounded display font with two styles: Regular and outline. While it’s promoted as a font for animals and pets, you could use it for any type of website hero image, mobile app splash screen, video game, or social media graphic for brands with a fun vibe.

Guzzo

Guzzo is a nostalgic typeface inspired by mid-century grotesques. With 24 styles ranging from Condensed Thin to Extended Black and unexpected character variations (like the random cursives in the italics), you could realistically create interesting font pairings right from within this family.

Idem

Idem is a contemporary serif with nine wide-ranging styles that would work well for headers and text alike. Inspired by literary publications and commercial artists from the earlier part of the 20th century, this font family has a highly legible structure with a bold flare.

Jantur Type

Jantur Type is a geometric sans font that supports over 200 Latin-based languages. While you could use one of the Thin or Regular weights for editorial content, this font will be most effective in shorter headers and paragraphs where it can make a greater impact on messaging.

Loretta

Loretta is an elegant serif designed specifically for the body of your web pages. Because of its calligraphic roots, this particular font would work great for high-end digital publications or blogs that promote luxury lifestyles and goods.

Rebrand

Rebrand is an exciting take on geometric sans. There are two sub-families in Rebrand: Display comes with nine weights as well as alternative characters and dingbats; Text comes with seven weights that cover a broad spectrum of styles. Because of the size and variety of this font family, you could easily make this the go-to font for a company’s branding, headers, and body type.

Royal Grotesque

Royal Grotesque is a resurrection of a 1914 sans serif font called Wotan. Only one version of this font is available (Regular) and it would work great pretty much anywhere on the web with its clean and neutral design.

Selva

Selva is an attractive Scotch typeface that has a traditional Roman serif family, an italicized version of each Roman, as well as a script family. If you’re considering using a script font for branding or headlines, the classic and delicate details of this particular font would make for an interesting choice.

Sunset Gothic

Sunset Gothic is a sans serif inspired by signage found near and around Los Angeles. Because this signage was often painted directly onto shop windows and building facades, the letterforms had to be extremely legible for passersby and drivers alike. This font draws upon the hand-painted, vector-based styling of those painted promotions.

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