Building a database of customer information is important for businesses. Earlier, firms maintained a handwritten record of their customers’ names, contacts, and demographics. But with the arrival of the internet, these databases have moved online. Nowadays, software solutions help businesses record customer details while providing other benefits, like appointment scheduling and lead management. While using them requires a subscription plan, some customer database software for small businesses have free trials.
Zoho CRM
One of the most popular customer database software for small businesses, Zoho CRM helps manage customer information efficiently. Choosing this platform has several benefits. For instance, one can easily import data from other sources, organize it using a built-in AI assistant, and protect data using the tool’s advanced security mechanisms. Despite offering many features, the software is user-friendly. Its dashboard is designed in such a way that navigating menus is easy. One also does not have to spend hours learning to use the tool. Zoho CRM has a free version with limited functions, so small businesses can use it and then move on to a paid package if they have a positive experience.
Hubspot CRM
Both big and small businesses can use Hubspot CRM to manage client and customer data. A key benefit of signing up with this tool is that it makes updating databases easy. With just a few clicks, one can import customer information and update their lists as the business grows. The tool comes with easy-to-browse customer profiles, document tracking, call tracking, built-in AI software, and several other handy features that help save time and effort. With Hubspot CRM, one can choose from three paid subscription plans depending on the number of employees that need access.
Salesforce
This platform provides a unique Criteria-Based Search and Filter feature that helps small businesses find information quickly. But that’s not the only reason to consider Salesforce. The tool also has a segmentation feature that helps break down data into smaller chunks or segments, which helps managers understand, target, and analyze customers better. In addition to accessing these features, businesses can utilize the tool to manage their contacts, leads, and sales records more efficiently. Further, a built-in Salesforce AI helps businesses with management forecasts, sales enablement, and sales projections. The platform has several subscription plans, such as starter, professional, enterprise, unlimited, and unlimited plus. A free 30-day trial plan is also available for small businesses to get hands-on experience with Salesforce before signing up.
Pipedrive
Businesses looking for customer database software that can integrate seamlessly with their existing tools can consider Pipedrive. This well-known CRM solution helps firms narrow down their leads and increase sales. Communicating with customers is also easy, thanks to the tool’s personalized email support. Companies can use Pipedrive to customize and create their own sales pipelines, access advanced sales reports, and track customer purchase history. Small businesses looking for such features can sign up for Pipedrive’s 14-day trial and then decide whether to choose a paid subscription.
Zendesk
This software helps organize data to ensure it is easily accessible to different teams within the organization. Doing so ensures everyone is on the same page. Zendesk also has specific features for small businesses. For instance, an analytics tool helps firms study their performance and analyze market trends. While Zendesk offers paid subscriptions, small businesses can try the customer database software for free before committing to it long-term. A 14-day trial allows businesses to determine the tool’s compatibility and usability.
Apptivo
Another reliable CRM platform, Apptivo can be used by both small and large businesses. It is especially beneficial for managing contacts. The platform helps store customer contacts in one place, categorize them, avoid duplication, and search for contacts using filters. The data is stored securely in the cloud and can be accessed using any device while on the go. In addition to a contact management feature, Apptivo provides an intelligent sales dashboard to visualize sales data and make informed decisions. Interested buyers can sign up for a subscription or first try out the software for 30 days.
Keap
Keap’s customer database software helps companies properly organize their customers’ information. Businesses can use the platform to update client data, follow up with them, and keep team members updated about progress. Its easy-to-use interface with quick navigation provides access to appointments, tasks, messages, contacts, and more. Small businesses can connect their Outlook or Google email accounts with the Keap dashboard to ensure they stay updated with customer communication.
Monday.com
Businesses looking for quality customer database software should also check Monday.com. This software helps companies with business leads, client management, and client interactions. Users can also design custom dashboards to monitor sales, performances, processes, and business opportunities. Monday’s powerful automation tool lets companies manage routine tasks and processes, enables due date notifications, and sets up several reminders. The platform also lets everyone access the customer base easily.