In this updated CRM software guide, I share my top 5 CRM platforms for small businesses.
I break down each of my favourite CRM tools and help you identify the best solution for your small business.
The quality of your business is determined by the quality of your systems! This is something that I live by!
► Read more about my top 7 CRM software for small businesses here:
https://stewartgauld.com/best-crm-software-for-small-businesses/
✅ Alternatively, I created a functional CRM and business toolkit with Google Sheets called Sheetify CRM that connects to Google Workspace and allows you to send bulk 'personalized' emails in just a few clicks, and manage clients, sales, tasks, and more!
👉 Learn more about my Google Workspace CRM here ➜
https://www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
(Discount code SHEETIFY10OFF for 10% off!)
One fundamental system for small businesses is to set up a CRM. This will streamline many of your important day-to-day activities and save you a tonne of time so that you can focus on important tasks.
A suitable CRM will improve your team's operations, sales, marketing and more. The core function of a CRM is to facilitate a smooth customer journey by allowing your team to focus on your sales processes.
► Ready to get started with one of the CRMs we mentioned in this video?
Get started for free with HubSpot CRM:
https://hubspot.sjv.io/c/2844094/976131/12893
Get started for free with Zoho CRM:
https://go.zoho.com/uuY
Get started with Monday CRM (14-day free trial):
https://mondaycom.grsm.io/j2a2xhfnqch6-crm
Get started for free with Streak CRM:
https://get.streak.com/stewartgauld3125
Get started with Pipedrive CRM (free trial):
pipedrive.com
*(The HubSpot, Zoho, Monday and Streak links are affiliate links, which means we will get a commission if you upgrade to a paid plan (with no extra cost to you) through these links, and this helps support our channel so we thank you in advance!)
► Relevant video resources mentioned in this tutorial:
Learn how to use HubSpot CRM:
https://youtu.be/7Ai_mfUdtPg
Check out the HubSpot pricing and feature list here:
https://app.hubspot.com/pricing/23558980/crm
Learn how to use Zoho CRM:
https://youtu.be/RkmLKlFVc9Q
Check out the Zoho CRM pricing and feature list here:
https://www.zoho.com/crm/zohocrm-pricing.html?source_from=crm-header
Learn how to use Monday CRM:
https://youtu.be/j5MvARGcVvY
Check out the Monday CRM pricing and feature list here:
https://monday.com/crm/pricing
Learn how to use Streak CRM:
https://youtu.be/dOup2XDABII
Check out the Streak CRM pricing and feature list here:
https://www.streak.com/pricing
Learn how to use Pipedrive CRM:
https://youtu.be/9ZTZKgyLgfQ
Check out the Pipedrive pricing and feature list here:
https://www.pipedrive.com/en/pricing
► Today we navigate through the below chapters for this CRM software guide:
0:00 Intro
01:53 HubSpot CRM
03:31 Zoho CRM
05:23 Monday CRM
07:18 Streak CRM
08:39 Pipedrive CRM
10:06 Outro
► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld
Let me know if this CRM software guide was helpful. Also, if you require any help or support, make sure to get in touch with us today.
Thanks for watching and enjoy!
#crm #smallbusiness