Many solopreneurs are looking for the best CRM for the solopreneur. They want to grow their business, but they don't know where to start.
There is a lot of information online about how to best manage your business, so it can be hard to find what you need. This blog post will help you choose the best CRM for solopreneurs and get started on the right foot!
The Best CRM for Solopreneurs
We will guide you on how to choose the best CRM for your business. CRMs are essential in any small business, but they can be overwhelming if you don’t know where to start.
- Choose a CRM that is easy enough for everyone else on your team with little training and education needed.
- Make sure there are mobile apps available so all users have access at their fingertips no matter where they are or what device they're using - desktop computer, laptop, tablet/phone, etc.
- Consider whether it’s important that the CRM integrates with other software like accounting programs (QuickBooks), customer relationship management tools (Salesforce), and email providers (Gmail). If sharing information between two or more CRMs is important, it’s best to find one CRM that can do it all.
- Find a CRM with the features you need and not just those marketed as "must-haves". You may discover there are a lot of other functionalities in your CRM that serve your needs without adding extra cost or requiring additional training.
A good CRM should be customizable giving you flexibility for how users interact with information from notifications on their desktop computers to quick access when out of the office on their mobile devices.
What are the Benefits of Having a CRM as a Solopreneur or Freelancer?
A CRM can help solopreneurs and freelancers with some of their marketing needs. CRMs are systems that keep track of your customer, prospects, and other contacts to make it easier for you to stay in touch with them.
- Creating better relationships better understanding customers' preferences and what they buy from you - More effectively managing leads by tracking email campaigns, social media messaging telephone calls, or web chats
- Finding new opportunities through data analysis on previous interactions (e.g., finding out who has been the most responsive contact) - Tracking sales channels such as websites, stores, or events so there's a single record of all activity across each channel
When CRMs were first developed, they were intended for companies with a large customer base. CRMs work just as well for solopreneurs and freelancers though because CRMs are designed to help you track your contacts in the way that works best for you.
- A CRM system can be an invaluable tool if you're managing marketing activities on your own.
- CRMs also make it easier to manage sales channels such as websites, stores, or events so there's a single record of all activity across each channel.
- An added benefit is the CRM allows entrepreneurs and freelancers to create better relationships with their customers by understanding what products interest them most.
What to Look for in a CRM
CRMs can do many things including managing the customer relationship, helping in improving performance, and providing customized insights.
CRMs enable businesses to track their leads’ contact history with them, understand what they want from the company and improve how they interact with customers based on this information. This feature is very important since it helps companies identify areas of improvement within their sales process or marketing strategies to give better service to existing clients.
CRMs also include analytics that is used for reporting purposes such as market research which provides a view of where one's business stands against competitors. These reports show previous data so that you may make adjustments before potential losses occur because of mismanagement.
CRMs are a great way to manage customers and their contact history because they can make the selling process easier. CRMs will help companies cut down on administrative work by providing quick access to information such as customer preferences, which in turn helps with sales conversions rates.
CRMs enable businesses to track contacts' histories; they also provide analytics for reporting purposes like market research and help monitor competitors’ progress. CRMs give you the ability to offer better service than your competition so that you may avoid potential losses due to mismanagement of data or resources.
Below are some features you should look out for while choosing CRMs:
- Mobile accessibility - does the CRM have mobile capabilities? If yes then it will be compatible without making any changes even if a new technology comes up in the future like AR/VR devices etc.
- Integration with other systems - what other systems do they integrate to make work easier? For example, integration with accounting tools can automatically assign accounts receivable based on CRM data.
- CRM for small businesses - is CRMs only limited to large corporations? Can CRMs also be used by smaller businesses or startups? Or do they need a separate CRM app like Salesforce as well?
- Security and privacy features- will the CRM have strict security measures in place or not, how can customers request their information if needed, etc.
- Customer support - are there enough customer care representatives present at convenient hours of the day available for communication with clients all around the world (considering time zones)? What kind of live chat services does it offer on websites and mobile apps?
15 Best CRMs for One-Person Businesses
1. Zoho CRM:
Zoho CRM is a CRM system that manages sales, marketing, and support in one CRM platform. The software features built-in reporting tools so you can analyze your data to make better decisions about how to grow your business. Zoho CRM also has other useful functions such as the ability to set up automated reminders for important tasks like following up with leads or staying on top of customer feedback surveys.
It's easy enough for anyone who wants help managing their team's time more efficiently, but it offers plenty of depth if you're looking for advanced functionality too. It will take some getting used to at first though since many options may not be exactly what you need right away--but once you find them, it's easy to use.
The CRM software is rated as the best CRM system of 2020, and has been in business since 2005 so they've had plenty of time to refine their product and make sure that it's right for you. If this sounds like what your company needs, take a closer look at Zoho CRM today you won't regret it.
HoneyBook is a one-stop solution for managing invoices, contracts, and project management. With all of these features right in the app, it's easy to manage your workload while keeping everything organized so you can provide great customer service.
CRM systems are especially helpful for small business owners who need to be able to scale their companies without being bogged down in the day-to-day work that goes into running a company.
3. HubSpot CRM
The CRM we use is HubSpot CRM. This CRM software helps us track all of our contacts and activities so that we can make sure everybody gets a quality experience with the Smith Insurance Agency.
The CRM also allows us to keep up-to-date on any changes in legislation or insurance industry regulation since those are critical for small businesses like ours to stay competitive.
We've found the CRM very useful because it syncs data from different third-party services such as G Suite and QuickBooks which makes it easy to have everything organized seamlessly in one location rather than having information spread out across many separate systems.
It's helped save time for our team by not having to jump between programs when looking at customer data or trying to find a specific email.
CRM software has also helped us stay more organized when it comes to managing all of our leads, contacts, and accounts which means we're able to get back to people faster with quotes or appointments.
4. Hello Bonsai
Hello Bonsai is a CRM that focuses on keeping things simple to avoid confusion. It's designed to help you get organized, stay focused, and be more productive without adding lots of bells and whistles that could get in the way.
The software also provides project management tools so you can easily keep track of your progress toward completing tasks. It makes it easy to collaborate on projects with your team members and provides several task prioritization tools to keep you organized.
While the CRM software does still have a few bugs that need to be sorted out, those tend to get fixed rather quickly now that there's an ever-growing user base. It may not provide as much functionality as other CRMs such as HubSpot or Salesforce but for small businesses who just want something simple and effective, this is a perfect choice.
SuiteDash is a customer relationship management tool that has easy-to-use dashboards to help you better understand the activity and health of your business. This includes information about how many contacts, meetings, tasks, and account details need attention so you can easily gather feedback from customers without doing too much legwork.
SuiteDash also makes it easier for you to measure your team's performance by tracking interactions with leads and opportunities throughout the entire funnel so that everyone knows exactly what they need to do next time around.
CRM software isn't just helpful when connecting with new or existing clients either it allows you to keep track of any industry regulations related to your field so that you always know what changes will be coming down the pipe before they become a problem for your business.
To make sure you always know what's going on with your team, this CRM also makes it easy to measure performance by tracking lead follow-up, deal progress through stages, and anything else related to your sales funnel.
6. Agiled CRM
If you need a CRM solution for your team that's easy to use and doesn't cause any headaches, Agiled CRM will work perfectly.
It provides all of the basic tools you need without forcing you to upgrade to more expensive plans to access features that are critical for small businesses like ours.
CRM software is great for keeping track of your day-to-day interactions with customers so you never miss an opportunity to provide them with the best possible service.
It also makes it easier for you to stay up-to-date on any changes in legislation or insurance industry regulation since those are critical for small businesses like ours to stay competitive.
We've found that Agiled CRM is easy to use and provides all of the basic tools we need without charging us extra for access to those.
It has a simple user interface as well as mobile apps that make it as convenient as possible to stay on task at all times, no matter where we are or what we're doing.
A CRM tool like Pipedrive is perfect for keeping track of your contacts and ensuring they receive the attention they need when it comes to meeting deadlines, receiving information about their account, and anything else related to your company.
You can create specific tasks so you always know exactly what you need to do next time around or track interactions with each lead throughout the entire funnel so that everyone knows what stage they're at before taking another step forward.
Pipedrive has a simple interface for keeping all of these features organized and makes it easy for you to follow up with everyone that leaves their information--without having to worry about forgetting who needs what information before the next step.
As you can see, there are plenty of CRM solutions out there that will work perfectly for solopreneurs like us. No matter which one you choose, each feature was created with small business owners in mind and will continue to benefit you for years to come.
With the right CRM program, you'll save a ton of time that would otherwise be wasted on managing accounts or trying to keep track of everything.
All you have to do is choose a platform that works best for your small business, input data about each contact immediately, and let the software do all of the work.
Nimble is a CRM system that's filled with all kinds of features to help you stay organized and on task all the time.
It helps you keep track of everyone and everything by providing separate categories for lead generation, sales opportunities, and pipeline management. Nimble also has a powerful search engine so that you can find anything in your entire database with just a few clicks.
It also integrates with countless other apps so you can stay on top of your work--including Gmail, Zendesk, and Google Analytics.
If anything goes wrong or you need to get information about a specific account, Nimble provides real-time alerts so that you can be notified immediately. With this, you'll never have to worry about missing important events ever again.
What's even better is the fact that it also helps organize tasks for everyone in your company, keeping each person accountable for their work while putting everything into perspective at the same time--just take a look!
We've already talked about Podio quite a few times on this blog since it's one of our favorite CRM systems around right now.
It has tons of features that help us manage our business without having to pay a ridiculous subscription to other software companies.
Podio makes it easy to create specific categories for everything you need--including sales, contacts, events, tasks, and anything else you can think of.
It also includes a calendar tool that's similar to Google Calendar so that everyone is always on track with everything going on in your company.
Everything in Podio is completed within a team environment so that everyone knows exactly what they're working on at all times even when they're not at their desks.
Plus, it's extremely flexible so there's no limit to the amount of data you can input or how many people can be involved from all different departments or locations throughout the world.
11. Capsule CRM
Capsule CRM is one of the newer CRMs on the market but it already has everything you need to successfully run your company.
It helps organize contacts, tasks, projects, notes, opportunities, and events into a simple interface that's easy to navigate no matter how many bells and whistles Capsule CRM includes.
As with every other CRM system available today, this software also integrates with tons of apps like Gmail, Box, Dropbox, Google Drive--and those are just the beginning.
They're constantly adding new integrations as well as updating existing ones so you can always stay up-to-date with updates that will benefit your business.
If you're still not sold on Capsule CRM, check out these 21 reasons why you should use it for your business.
Insightly is a CRM system that's specifically designed for bigger companies with more than 50 employees.
This means it comes loaded with tons of features and perks that smaller businesses will never have access to--but this doesn't mean you can't use Insightly if you run your business by yourself or in a very small team environment.
It comes with everything you need, including a robust contact manager that allows you to track calls, emails, notes, tasks, and anything else related to your contacts.
It also includes time tracking features so you can see exactly how much of your workday is spent on each task or project.
If anything is keeping your business from succeeding, it can be difficult to figure out exactly what you need to do next.
Insightly helps solve this dilemma by providing personalized insights on how your team is performing--and the data is extremely easy to digest so that you can take action immediately.
13. Hubspot CRM
One of the biggest perks about Hubspot CRM is that it's free to use for up to 3 users but after that, you'll have to pay a monthly subscription fee which starts at $50 per month.
However, since you can try it out for free if you only need three people involved in managing your business, this one makes it onto my list of the best CRMs out right now.
Setting up new contacts, deals, events, tasks, and any other type of activity you would normally track is extremely easy in Hubspot--and if you link your Gmail account to the software, there's no need to spend time inputting data that already exists in your inbox.
You can also set up automated workflows that help move accounts along with specific instructions for each step so that everyone knows exactly what they're doing at all times.
14. Less Annoying CRM
Another free CRM that's perfect for small businesses or solopreneurs is Less Annoying CRM.
It provides everything you need to stay organized from the second a lead comes in through tracking contacts, tasks, events, and deals--and it can even manage your customer support over email.
One of the best parts about this CRM system is that it's completely free and it will never interrupt you with unsolicited emails.
Features like these may not be too exciting, but they're invaluable if you want your business to stand the test of time.
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- Slack, Stripe, Zapier etc integrations
- Option to whitelabel your domain
- Using custom webhooks
- Setting up email notifications
- Incredible customer support
- It is a relatively newer tool and has less customization options.
- One of the features missing is accounting integration.
- The visual design also feels a little flat and boring with limited options.
If you are looking to start a solo operation, it is time to find the right CRM. There are many out there that fit different needs and have varying levels of functionality; however, this article explored various CRMs that offer everything a successful solo operator would need.
The above options were chosen because they offer everything you need to run a successful solo operation. However, there may be others out there that fit better within your needs. If not, these will get you started down the right path.
Running an agency?
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