small business crm
The ideal CRM software for small business

Choose a CRM that enables you to focus on customers and frees you up from the overhead of setting up and managing the tool. Vtiger CRM is incredibly easy to set up, administer and use which makes it the ideal choice for small businesses. 

Gratis proberen

Why do small businesses need a CRM Solution?

Spreadsheets and free versions of most CRMs offer very basic capabilities to manage a sales pipeline and processes. People often turn to one of these as the go to solution to build out their first contact database for leads and clients. But as you scale, things start to become more complicated. Several team members now get involved in managing a relationship at various stages of the sales funnel and all of them need to be on the same page to drive customer delight. You need a CRM to be effective. 

Investing in CRM software can give your growing business visibility and deliver a better customer experience. Startups and growing business firms can build a loyal customer base by providing personalized service. CRM software is a must-have tool for small businesses as it will increase sales figures, enhance team collaboration, and get crucial tasks done on time.

Read 9 Reasons why you need to move from spreadsheets to Vtiger CRM v9

Before using a CRM - The sales pipeline is chaotic

When companies rely on spreadsheets and email to maintain the contact and customer information things can be pretty chaotic. Sales teams end up spending a disproportionate amount of time keeping the spreadsheets updated.

It is very difficult to collaborate with other teams using spreadsheets. Multiple copies are created, important information gets edited inadvertently and sometimes the entire sheet gets deleted. All of these just become unnecessary distractions from focussing on the customer. 

slechte klantervaring

After implementing a CRM - Pipeline is streamlined

A CRM helps small businesses be on top of their sales pipeline and associated operational challenges. The data is tracked in one place and it is secure. Your teams are able to collaborate well and businesses are able to generate more leads, close deals faster and support customers better to reach their business goals.

The CRM also helps to integrate data across multiple systems that a business uses - like your business emails, calendar, social media channels, and billing and invoicing system. Having a unified customer view puts all teams on the same page and empowers them to drive customer delight.

goede crm-ervaring

Advantages of a comprehensive CRM for small business

CRM software is not just useful for large organizations. Having a disorganized and fragmented sales tracking system can hurt small businesses badly. Implementing a CRM system gives your deeper insights into your pipeline, and helps small businesses to focus on their customer relationship strategy. When set up properly a CRM can be a valuable tool that enables you to automate time-consuming tasks, develop new customer acquisition tactics and provide valuable intelligence on sales trends. 

Some of the core advantages of a CRM are as follows:

  • Uniform klantbeeld: Krijg het complete overzicht van contacten op één platform met gecentraliseerde informatie zoals demografische details, aankoopgeschiedenis en voorkeuren.
  • Workflow Automation: Verminder de tijd die wordt besteed aan repetitieve taken door werkprocessen zoals follow-ups, e-mails en lead nurturing te automatiseren.
  • Betere mobiliteit: Krijg altijd en overal volledige toegang tot klantinformatie met mobiele cloudgebaseerde CRM-applicaties die automatisch worden gesynchroniseerd met desktopversies.
  • Realtime rapporten: Neem geïnformeerde en slimmere beslissingen met realtime analyses die alle prestatie-indicatoren, prognoses en toekomstige trends onthullen.
  • Slimmer contactbeheer: Volg klantinteracties via meerdere kanalen, zoals oproepen, e-mail, chat en sociale media, om een ​​uniforme gegevensopslagplaats te behouden.
  • Volledig zicht: Krijg inzicht in elke fase van het verkoopproces door de pijplijn van deals / kansen te bekijken en u te richten op hogere conversies.

Capabilities to look for in a small business CRM

Contact Management

Contact management

Does the CRM let you easily import and manage your business contacts? Tracking contacts across all stages of the lifecycle is critical to success. 

Opportunity Management

Opportunitybeheer

Can you track leads and opportunities easily as they transition through various stages of the buying process?

Email Marketing

E-mailmarketing

Email marketing is the mainstay of most small businesses. Does the CRM make it convenient to configure and execute campaigns?

SMS Campaigns 

SMS-campagnes 

Opt-in SMS marketing campaigns can be a great way to get your business noticed and to stay connected with customers. Does your CRM offer integrations to support these? 

Built-in telephony

Ingebouwde telefonie

Does the CRM support an integrated no-hardware telephony solution? This is critical for sales teams to stay connected with their customers.

Reporting, Analytics, and Insights

Rapportage, analyse en inzichten

Does the CRM make it easy for you to get insights into your customers and sales pipeline? A good CRM will have robust reporting capabilities with insightful analytics dashboards. 

Automation workflows

Automatiseringsworkflows

How easy is it to automate repetitive tasks in the CRM? Automation capabilities free you up from time consuming tasks and let you focus on customers.

Task management and Collaboration

Taakbeheer en samenwerking

As your business grows and processes become more complex, it is essential for multiple teams to collaborate around customer requirements. Does the CRM should make this seamless?

Mobile app

Applicatie voor de mobiele telefoon

Customers and prospects need to reach you round the clock. Does your CRM have a comprehensive mobile app that your teams can use to be on top of their tasks?

Why is Vtiger the ideal CRM for your small business?

Easy to set up and use

Eenvoudig te installeren en te gebruiken

You need to focus on things that matter to your business. Learning a complex tool isn’t one among them. Vtiger CRM is designed to have you up and running in a matter of hours. The intuitive interface is easy to use and administer without requiring an IT expert. 

Simple to configure and customize

Every business is different and you have unique workflows. Vtiger CRM makes it incredibly easy to setup custom pipelines and workflows that meet your requirements. You can automate and streamline your processes easily so all teams are working efficiently from a single view of the customer.
Simple to configure and customize
Exceptional support all the way

Exceptional support all the way

Vtiger’s award winning customer support and client success teams are available at every step to help you get the most out of your CRM investment.  From migrating your data from spreadsheets or legacy systems to architecting a custom solution to meet your very specific business needs, we will be your support system all along the way when you need us. 
 

Vtiger CRM has everything you need to grow your business

Effortless Lead Management

Vtiger CRM gives your team the power of built-in webforms, social media & telephony integrations to capture leads from a variety of sources - website, social media, emails, and phone calls. With effective lead scoring and workflows, your sales team can focus on leads that matter the most to your business without wasting resources.

Engage and Nurture Leads

Connect with and nurture leads with personalized campaigns across a variety of touch points. From email, telephony, SMS to social media channels - Vtiger CRM provides a breadth of integrations and capabilities for you to reach out to and engage with your prospects. 

Ingebouwde telefonie

With integrated telephony, you can connect with your contacts from right within Vtiger CRM. You can record the conversations and even have the Calculus AI engine analyze the effectiveness of those conversations. 

Houd belangrijke deals, prospects en hun activiteiten bij

Visualiseer, organiseer en beheer deals met aangepaste weergaven en filters. Kanban, lijst, kalender en meer weergaven beschikbaar met een klik op een knop.

Spot deals die u mogelijk verliest

Slimme meldingen houden u op de hoogte van dealactiviteit en voortgang - u proactief op de hoogte wanneer een deal is vastgelopen, zodat u kunt binnenstormen en de dag kunt redden.

Verhoog klanttevredenheid en loyaliteit

Los problemen van klanten onmiddellijk op, verbeter de efficiëntie van de ondersteuning en maximaliseer de klanttevredenheid.

Verhoog de productiviteit en bespaar tijd met automatisering

Automatiseer repetitieve taken in uw hele organisatie, van het verzamelen van leads, het winnen van deals, het bieden van ondersteuning en meer.

Werk samen om de beste klantervaring te bieden

Maak gebruik van de ingebouwde projectbeheercapaciteiten van Vtiger om samen te werken met uw teamgenoten om deals te winnen, klantproblemen op te lossen en uiteindelijk de beste ervaring te bieden.

Begrijp wat werkt en wat niet met inzichten

Krijg meer inzicht in uw marketing, verkoop, klantondersteunende activiteiten met inzicht en rapporten. Plan rapporten om ze rechtstreeks in uw e-mailinbox te laten bezorgen.

Alles over uw klanten op één plek

Vtiger legt alle klantgegevens en interacties op één plek vast, waardoor iedereen in uw team een ​​volledig, 360 graden beeld van de klant krijgt.

Uw groeimotor in de palm van uw handen

De mobiele app van Vtiger brengt de CRM in uw handpalmen - zodat u zelfs onderweg optimaal kunt presteren.

Wat zeggen andere kleine bedrijven over Vtiger?

Meld u vandaag nog aan voor CRM voor kleine bedrijven

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