With Pipedrive's Mailchimp integration, you can reach a small segment such as ‘people that have bought previously’ or ‘customers with custom field “interested in app development services” based in California’ from Pipedrive to Mailchimp list with a single click. Pipedrive is a CRM and sales pipeline management tool for small and medium sized sales teams. It's built hand-in-hand by hardcore salespeople and ex-Skypers. Pipedrive organizes leads in a way you'll always have a great overview of sales, and makes you focus on the important deals first. Learn how to painlessly send data between Pipedrive and the other apps you love without writing a single line of code by using Zapier. A lot has changed since we made this video.
In the early stages of your business you only have a few contacts to manage, and you can get by with a simple manually-controlled system. However, as business grows, you may have to keep track of hundreds or thousands of contacts, and this is where a Customer Relationship Management (CRM) app becomes a necessity.
There are several CRM services available, and it could take time to find the perfect one for your team, so to save you time we have listed five great ones that should fit your business regardless of the size of your team.
These apps all work in Chrome, so you do not need to install any other special software to use any of them.
1. OnePage CRM
OnePageCRM is a simple CRM app that employs the “Getting Things Done” approach to CRM. Instead of jumping back and forth between multiple pages, this app puts everything in a neatly organised list on one page.
You’ll see all your contacts on the front page in the order they need to be contacted, and from there you can work on each contact, send an email or add notes for each contact. Once done, you can jump straight to the next contact from within the same page. OnePageCRM offers several useful integrations with Gmail, Dropbox, MailChimp, etc., and mobile apps for Android and iOS are also available.
Price: Free trial available / Starts at $15 per month for one user
2. AgileCRM
Agile CRM aims to automate your workflow by pulling leads into the CRM from various platforms such as Gmail, LinkedIn, and Facebook. You also get real-time email and link tracking so you know when your email is opened and which links are clicked.
In addition, the Chrome extension gives you access to your upcoming tasks via the “Upcoming Tasks” tab, and you can easily add new tasks, leads or deals from within that page. You also get several free email templates you can use or customise to your liking when reaching out to your contacts.
Price: Free for up to two users / $14.99 per user per month
3. ProsperWorks CRM
ProsperWorks CRM offers a deep integration with Gmail that enables you to keep up with your contacts and conversations and turn them into leads. The extension watches your inbox for CRM data and automatically adds these contacts as leads.
From there you can easily discard the ones that are not worth pursuing and organise the rest based on their current sales position. ProsperWorks CRM also offers task reminders to help you keep up with all your deals. A lot of the app’s functionality is available right from Gmail with the ProsperWorks sidebar, so you don’t need to change your workflow to use this app.
Price: Fourteen-day free trial / $19 per month
4. Zoho CRM
Zoho CRM is one of the most popular CRM extensions with over 60,000 users and a decent 4/5 rating. You can track various sales and marketing metrics as well as customer correspondence from the reports dashboard and use the Forecasting and Pulse tools to help you plan your sales efforts.
Zoho CRM integrates well with the other apps in the Zoho suite of apps as well as several third-party applications such as Outlook and Google apps for Work. It also has dedicated mobile apps for Android and iOS.
Price: Free for up to three users / $12 per user per month
5. Pipedrive – Sales CRM
Pipedrive is another excellent CRM app that shows you an overview of your sales pipeline, including deals, so you can see at a glance how things are progressing. You can customise the pipeline using filters so that you can focus on only relevant deals, and you can even turn off irrelevant details that you don’t want to see.
Getting started with Pipedrive is easy, as it allows you to import data from several other CRM tools which you might be using. It’s also reasonably priced at $12 per user per month.
Price: $12 per user per month
This list of the best CRM apps is by no means conclusive, as there are tons of other decent CRM Chrome apps out there, but the above apps should be enough to get you started. We’d love to hear your thoughts on this article and app suggestions in the comments section below.
About Salesforce
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Salesforce.com was founded in March 1999 by former Oracle executive Marc Benioff along with Parker Harris, Dave Moellenhoff, and Frank Dominguez. Harris, Moellenhoff and Dominguez, three software developers previously at Clarify, wrote the initial sales force automation software. Marc Benioff and Magdalena yesil were the initial investors and board members. Other early investors include Larry Ellison, Halsey Minor, Mark Iscaro, and Igor Sill of Geneva Venture Partners. Salesforce.com, Inc. is a provider of enterprise software applications delivered via the software-as-a-service or cloud computing model. The company's flagship product is a customer relationship management (CRM) system designed for businesses of all sizes and industries worldwide. The company also provides a platform-as-a-service (PaaS) solution titled Force.com and manages a portfolio of integrated third party applications referred to as AppExchange. Salesforce.com markets its CRM and enterprise software solutions to businesses on a subscription basis, primarily through the direct sales efforts and indirectly through a business partner channel.