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Check out some of the most common questions about comparing CRMs below. For a step-by-step guide to comparing your CRM options, download our CRM comparison spreadsheet.
Customer relationship management (CRM) software is a type of tool that businesses use to enhance relationships with customers, leads, and other contacts and close more deals. CRMs include features for storing contact information, tracking customer interactions, managing sales processes, and more. Teams including sales, marketing, and customer support may use a CRM.
Businesses of all sizes need a CRM to track and manage their contacts, interactions, and pipelines. Having a CRM becomes even more essential as a business grows. A CRM helps you keep up with communications and potential deals, personalize your messaging, provide improved customer service, save time through automation, and much more.
The right CRM saves your team time, enhances organization, and improves productivity. It also supports your business as you grow. Choosing a CRM that’s easy to use and includes the features you need ensures you get the most return on your investment and prevents you from wasting time, effort, and resources on a solution that doesn’t fit your team’s needs.
Although you should always personalize your search to any unique needs your business has, the most essential factors to consider when selecting a CRM are:
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