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Looking for Emails & Prospects ? Try AeroLeads

May 2017

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10 Top Sales CRM Tools for Small

Prospecting Services

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Frank Spear ⋅ 4 Comments

Over the last one week, we have consistently been concentrating as to how you could
improve your sales. We started off with the list of Gmail apps and Chrome extensions
that could be of use to you. Today we will look into a few CRM tools that can be used by
small businesses across the world. Why is CRM important for small businesses? It is
extremely important as it helps you stay up to date with your lead prospects, your
potential clients and current client database. A Sales CRM system allows you to keep

Prospect Generation, Lead
Generation and Sales
Intelligence Software
 Find Relevant Prospects to sell
your Product and Services

track of everything related to your customers. It keeps a record of their contacts,

 Find Contact details like Name,

previous emails and calls, visits, the progress of individual sales or deals, and more.

Phone Number, Email of those
prospects or any Business

Having all of this data will make it easier for you to deal with each of these people. You

 Export Prospect Details to

can target and segment them as you please and you can understand what keeps them

Mailchimp, HubSpot and SalesForce

happy. A customer relationship management system can also facilitate the use of tools

or Download them in csv

such as mass emails and web form support could win you new orders.

Register Now

It sounds interesting, doesn’t it? But aren’t most good things expensive? Not necessarily.
We have a list of CRM software’s waiting to be seen by you which are not too expensive
or complicated. We would like you to keep in mind that we have classified them as being
expensive and simplistic after taking into consideration the reactions these tools have
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received by people from all walks of life.
It sounds interesting, doesn’t it? But aren’t most good things expensive? Not necessarily.
We have a list of CRM software’s waiting to be seen by you which are not too expensive
or complicated. We would like you to keep in mind that we have classified them as being
expensive and simplistic after taking into consideration the reactions these tools have
received by people from all walks of life.

1. Insightly
Insightly primarily focuses on project management and the management of the sales
pipeline. It allows you to set your own milestones, set and assign tasks, attach files and
notes, define a schedule, produce reports, and more.
They have 5 plans that they a customer can make use of. For most small enterprises just
starting off, the free or basic plan makes a lot of sense. However, for those established
professionals, you have a lot more plans that you can make use of.
Since we are primarily talking about sales management, one should know that Insightly
has plenty of supporting features. Insightly offers good contacts management, with
social networking integration and mass email support. Their Sales CRM software has
tools to collect the leads and track sales opportunities. Another additional feature is that
it can be tracked from your phone which increases your convenience.

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More Post on Sales
The Anatomy of Automatic
Lead Generation
Feb 1, 2018
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that Get
Feb 1, 2018
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2. Instream
Instream is the ‘alternative to common CRM’ software’s. Their main focus is sales,
contact management and relationship automation. They help you collect valuable
information about your customer. For example, they connect your account with LinkedIn
and other social platforms to automatically gather useful information. The software
facilitates communication with the right people at the right time.
The software has been made easy to use because of its integrations. For instance, if you
integrate it with your Gmail account and InStream, it will automatically download
contacts and manage your email history.
InStream is not a cheap app to use and its free account can be used by a maximum of two
users. From thereon, the pricing has an upward trajectory. You can take a look at what
each plan has to offer according to your requirements on the aforementioned link

3. Nimble
Nimble claims to be CRM software for small businesses which is great for those small
business owners reading this article. Their main aim is to help users manage social, team
and customer contacts on one screen. Don’t worry; there isn’t an overwhelming amount
of data thrown at you. A search tool locates the data you need; searches may be saved
for speedy recall, and Nimble’s Signal technology filters out the noise to help you
concentrate on the fundamentals.
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Their platform is something of a lightweight one wherein all the online conversations are
easily visible. Nimbus also has many integration options, extensive task management
and a number of sales and marketing tools.

4. Streak
When a sales team is in sync with each other, it performs to the best of its ability. We
believe in this attribute of a sales team. Hence, the next app we propose will help you
achieve this attribute. Streak CRM helps you stay in absolute sync with the rest of your
sales team. It helps you maintain your privacy but at the same time share contacts and
track deals from their inbox. The best part of the app is that is it completely free and is
completely compatible with Gmail. That being said, it is able to use your personal,
business and other accounts simultaneously as per your privacy settings.
Their mission is to help you run your entire business from your inbox. Their app is simple
to collaborate with while at the same time being multi-purpose based in the cloud. It has
a flexible structure and works with other google apps.

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5. Zoho CRM
Zoho CRM consists of a long list of tools that are useful and not so useful depending on
how you utilise these tools. A few of their tools include leads and contact management,
social media integration, tasks, marketing and sales automation, web forms and many
more. What makes things even better is that it can be integrated with other Zoho
software’s as well. For example, web forms and project management can be used by using
other Zoho software’s.
Zoho has a mobile app that makes data accessible anywhere and at any point of time.
The app has tools to locate leads on maps, log calls, take voice notes, record your
customer visits, and more.
Now when it comes to price, Zoho fairs quite well. Their free plan is quite appealing with
handy Google Calendar/Tasks integration. The free plan provides support for up to 10
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users which makes it a good software to use as a start-up. It might not seem like a
lightweight software but it most definitely is.

6. Apptivo
Apptivo is an extremely comprehensive system that provides a simple way to manage
your contracts, schedules, notes, communications, tasks and more. The app claims to
provide a 360 degree view for you to access by using the CRM system. The system can
be integrated with google apps, dropbox, paypal and many more apps. They have a Sales
Pipeline feature which increases sales by following through on all prospects and closing
deals. Their capture web leads allow you to unify your sales tracking systems and collect
new leads from your website by integrating with WordPress or their developer API. They
have a mobile app that allows you to access the CRM software from your mobile. Their
unlimited custom field feature gives you authority to take full control of how each apps

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7. Batchbook
When it comes to bringing a great communications system to the table, Batchbook is the
CRM software that you are in search of. This software allows you to create a customised
contacts database, extend it with the details you need, track calls, emails, your
customer’s tweets and much more. It offers you the option to create your individual to-do
lists. When you are working in a group, you have the option to build lists to share group
related information together.
You can connect and synchronize the software to your mobile thus ensuring that you
have accessibility at all times. Batchbook also provides an SMS feature notifying you
about things that you wouldn’t be able to keep a track of if you were not using the
internet to see what the software wanted to show you.
If your business deals with a lot of communication that has to be tracked then this app is
a smart choice.
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8. Bitrix24
Bitrix24 provides a arsenal of tools that can take a business to new heights, especially if
it’s a small one. It has tools such as instant messaging, telephony, project management,
document handling, scheduling, employee management, and more. It can be collaborated
with over thirty five tools for free. The software has been showcased in Forbes magazine,
VB, PCWorld and many more renowned agencies.
Assuming that you want your CRM to be simple and stick to what it does best then this is
the software that you would want to work with. Everything is kept up-to date with this
software and it seems to have a great future. Here is one of those heartfelt comments
left by one of their customers that we managed to pull off their site.
“TCFM team manages approximately 38 million square feet of area (covering close to 75
buildings). At some point we realised that Bitrix24 became our single tool for
– Tudor Marchis, Chief Executive Officer, TCFM (Technique Control Facility

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9. Capsule CRM
Capsule CRM is a simple smart CRM that helps you build stronger customer
relationships and increase sales. This Sales CRM software helps you to do this and more
while saving time simultaneously. Capsule CRM concentrates on the basics of what CRM
software’s do. They mainly focus on contact management, collaboration, sales pipeline,
scheduling and tasks.
The Sales CRM software allows you to be more organized, help collaborate your effort
along with the rest of your team and make a lot more sales. They do not fragment
customer information in spreadsheets and emails across your company but on the other
hand it gives you and your team one complete view of your customers. This gives you the
much needed time to take care of customers and make more sales.
Capsule can be connected to many more of your favourite applications such as GSuite,
Mailchimp, Xero and many more.
“My favourite tool for any #startup has got to be @CapsuleCRM Check it out, plug it
in, maximise every opportunity, sell more…easy “
-Anonymous Customer

10. Hubspot CRM
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