Bsadsensedinamick

Implementation of a CRM system allows not only to increase profits, but also to optimize costs, time, and business processes.

Anastasia Osipova

Navigating the article

• The main functions of CRM systems
• Criterias of choice
• TOP 10 CRM in 2020
• Bitrix 24 is a powerful tool for business automation
• AmoCRM features
• Megaplan is a simple CRM system with a user-friendly interface
• Cloud CRM system Creatio
• RetailCRM - a system for online trading
• Microsoft Dynamics CRM software package
• Cloud service for trade management MoySklad
• Universal CRM system Simple business
• FreshOffice - a system for managing simple projects
• CRM system Pipedrive
• conclusions

CRM systems are an electronic brain modern business... They are specialized software designed to automate all stages of customer interaction. Thanks to the use of such a program, the business owner has the opportunity to track how the transaction is progressing along the sales funnel, as well as the effectiveness of each of his managers.

The main functions of CRM systems

For those business entities that work directly with clients, it is very important to increase the effectiveness of trading and the audience of buyers. New developments of programmers help them in this. After all, even the simplest CRM is able to systematize customer records and establish any interactions with them.

Software allows you to store all customer information not in scattered records or files, but systematized in a virtual storage of information. Due to the implementation of a CRM system, it is possible to differentiate the rights of access to information for employees, depending on their specialization and position.

The best CRM systems for business have such features as:

• automatic creation of customer cards;
• recording phone calls;
• system integration with by e-mail, telephony, messengers, etc .;
• automatic output of information on the client and the relationship with him upon repeated contact;
• full analytics of the department's work for the head;
• automatic reminder of the completion of the task;
• analysis of marketing campaigns;
• saving information about the history of transactions, as well as financial and sales management.

Criterias of choice

Along with the constant development of the business sphere, the market for CRM products is also evolving. They are updated, provided with new features or various combinations of already known ones. But, as a comparison of CRM systems shows, they are not universal. In each individual case, you should choose software, guided by the following basic criteria:

• the system is designed to be installed on a PC or can be used online. In the first case, you cannot do without own service, but it will be possible to change the product code and have access to the database around the clock. When choosing the cloud option, access to information is possible only online, and all settings changes are made by the service provider;
• paid or free. The second option is optimal choice CRM for small business, for the management of which there will be enough minimal functionality. If you need a wider package of services, it is better to use the paid version.

In addition to these criteria, you should also take into account the volume and scope of the company, the number of full-time employees and much more. Since there is no universal program, before choosing a CRM system in 2020, you should make sure how flexible it is to adjust to the needs of a particular business.

TOP 10 CRM in 2020

The specificity of CRM systems means that they are tailored to specific areas of activity. Therefore, it is impossible to compile a list of CRM systems that simultaneously satisfy the needs of large, medium and small businesses, as well as companies that are not engaged in the production of goods, but in the provision of services, for example, legal or marketing.

For the same reason, it is impossible to make an exhaustive and objective comparison of CRM. Therefore, in this article, there is no analysis of products in order to determine the best, and the rating of CRM systems is compiled taking into account ease of use and popularity among representatives of Russian business.

Name	Short description
	Has all the capabilities of analysis and control of the sales process. It is also a kind of social network at work that allows employees to communicate with each other.
	The system is easy to configure and integrate with other services. It is possible to simply backup data, combine information on duplicated contacts, add fields to deal cards, etc.
	The system has a wide range of functions and tools, so it can be easily adjusted to the specifics of any business. Helps to automate all internal and external processes. There is a newsletter and a useful blog
bmp'online	The implementation of this system allows you to manage the full sales cycle, from attracting a client to the completion of the transaction, as well as customize business processes and maintain document flow
	Designed primarily for online trading. Helps to automate routine business processes and control in the "one window" mode the processing of orders from the moment of receiving the application until the delivery of the goods to the client
	The system is integrated with all Microsoft applications and services. It consists of several global modules - management, sales, customer support, marketing, etc. The implementation of the program helps to bring customer service to a new level and thus increase the efficiency of the company
	Cloud service that allows you to manage purchases and sales, keep stock records, control financial flows, work with a client base
Simple business	Allows you to automate business management, organize work with personnel, document flow, submission of reports to regulatory authorities, build relationships with customers. The mobile version is convenient to use during business trips
	Cloud system with its own PBX. Able to replace many individual programs (file sharing, accounting, instant messengers, etc.). The service has a built-in chat, integration with mail and is able to manage business affairs in a single window
Pipedrive	The implementation of the system allows you to view all transactions in a visual sales channel, as well as organize contacts and track each one potential client... There are mobile apps for Android and iOS

Bitrix 24 is a powerful tool for business automation

It is a multifunctional toolkit for managing projects, tasks, plans and optimizing customer relations. There is a cloud and box version of this software product. The mobile application allows you to call customers directly from CRM by clicking on a phone number.

Bitrix 24 is suitable for both large corporations and small organizations... Companies employing less than 12 people have the opportunity to use free option service, the functionality of which practically does not differ from a paid solution. If something is missing in the ready-made set of tools, you can easily install additional modules, for example, a document constructor, a chat bot, online accounting, SMS notifications, etc.

Bitrix 24 is the best free CRM for small business, aimed at optimizing work within the team. In terms of its functionality, it resembles a corporate social network. The implementation of the program allows you to create a "live feed" of the business, which reflects all important events, starting with the tasks of the head and up to the last email message from the client. Thanks to such a system, employees are able to respond quickly to tasks and customer requirements.

Advantages of Bitrix 24:

• project management and customer database;
• tracking orders, payments, warehouse accounting;
• business planning, time management for employees;
• work with documentation and finances;
• analytics (sales funnels, various charts, diagrams);
• integration with the site, 1C accounting, popular social networks, web applications;
• providing access to cloud storage business information;
• saving the history of correspondence within the system;
• availability of mobile applications for Android and iOS.

Go to the website bitrix24.ru

AmoCRM features

Simple and convenient cloud service amoCRM has a beautiful interface and is well suited for those companies that are not focused on instant sales, but use a funnel. The demand for this system can be judged at least by the fact that it is constantly included in the review of popular CRM in Russia.

The amoCRM functionality allows you to build effective interaction with the client at all stages of sales. The system is capable of itself forming a funnel of orders, systematizing and ordering all requests from customers, notifying the user about it. In the "Analytics" section, with the help of clear graphs and diagrams, detailed information about the performance of all team members is displayed.

There is and mobile app amoCRM, which allows you to work with the system wherever there is Internet. The program saves information about each client, so you can easily create an email campaign or call directly from your smartphone. In addition, additional functionality is offered - employee chat, support service integration in social networks, a business card scanner. The system can be modified to fit your needs using an open API.

AmoCRM advantages:

• convenient task scheduler, the ability to work with calls and e-mail directly in the CRM interface;
• constant systematization of the database (storing in one place the entire history of interaction with customers, partners and contractors);
• sales analytics (forecasts, success, charts);
• unlimited number of integrations with email services, business applications, social networks, etc.

• functionality is aimed at customer accounting and sales, and little attention is paid to internal business processes, there are not enough tools for creating documents;
• telephony must be installed separately.

Go to the website amocrm.ru

Megaplan is a simple CRM system with a user-friendly interface

With the help, you can simultaneously control the work of all employees and distribute tasks, as well as structure and save the history of customer relationships. The program stores everything - invoices, correspondence, records of conversations with customers. The business owner always has the opportunity to analyze the situation in order to find out the reason for the failed transaction.

The implementation of the Megaplan system allows you to put things in perfect order. Automatic tuning business processes, notifications and reports improves the efficiency of activities and does not allow missing deadlines. The functionality of the system includes various marketing tools, several sales funnels, lead categories, mailings, work with documentation, transactions, payments, integration with the selected IP-telephony. Megaplan is available in cloud and box versions, and there is also a mobile application.

Main pluses:

• advanced sales management (planning, tracking the trading chain, analytical reports);
• interaction with IP telephony and email services;
• internal management (creating tasks for personnel, analyzing work productivity, controlling deadlines);
• detailed client base, saving the history of interactions with clients;
• the ability to choose convenient functionality depending on specific business tasks and not overpay for unnecessary modules.

• lack of a warehouse model;
• the free tariff does not include integration with 1C.

Go to the website megaplan.ru

Cloud CRM system Creatio

Creatio service is considered the most complex solution for companies wishing to build a unified IT system by combining the work of various departments. The developer offers 24 types of ready-made industry solutions for medium-sized and large scale(finance, logistics, sales, pharmaceuticals, etc.).

With Creatio, you can manage orders, group them by budget, product types, and stages of completion. There is also an opportunity to manage accounts, control payments, conduct accounting analytics. Thanks to its intuitive interface, it is pleasant and easy to work with the system both on a mobile device and on a desktop.

Creatio functionality:

• sales and lead management (a unified register of sales, monitoring and forecasting their success);
• business process management (task setting, execution, monitoring of business activities);
• management of invoices and orders (accounting analytics, control of payments, grouping of orders by responsible executors, stage of execution, budget, etc.);
• time management for staff, standard documentation, integration with postal services and telephony, communication in the corporate social network.

Go to the site Terrasoft.ru

RetailCRM - a system for online trading

The popularity is due to the availability of all the tools necessary for the prompt processing of orders. The system is able to ensure their automatic reception from various sources and distribute them among managers. A personalized marketing strategy is helped by building a detailed customer card containing a complete history of interactions and interests.

There is a POS version of the program with a full-fledged database of goods, customers and documentation, which can be used by Internet services with their own offline store. The convenience of working with this CRM provides the ability to process orders directly from instant messengers. All of them are drawn up in a "one window" mode, and well-developed business intelligence allows you to visually assess financial indicators, advertising campaigns, the work of managers.

Possibilities of the RetailCRM system:

• preparation of orders for the delivery service, automatic calculation of the delivery cost, sending a message to the client with information about the location of the goods;
• order picking, movement of goods between warehouses and points of sale;
• invoicing, sending them by sms and email, storing payment receipts;
• predicting customer behavior based on past interactions with him (RFM analysis).

Go to retailcrm.ru

Microsoft Dynamics CRM software package

The service offers solutions for a wide variety of business sectors - manufacturing, trade, healthcare, education, finance. It includes business applications such as:

• Allows you to find an individual approach to each client thanks to the joint work of the back office, online store and retail network. Using the "Sales" section, you can automate trading processes, synchronize them with the calendar, and maintain a customer base.
• Service provides intelligent workforce planning for optimal customer interactions.
• Finance and Operatione. With the help of this application, you can optimize the management of finances, business development operations, control current income and expenses, calculate profit.
• Talent provides unique opportunities for staff development and motivation.
• Marketing helps to organize an effective marketing campaign, including an individual approach to each client.

Microsoft Dynamics CRM is available in cloud and out-of-the-box versions. Its main feature is integration with others. software products of this company. The toolkit for service management, marketing and sales can be easily adjusted to the appropriate level of business processes.

Go to microsoft.com

Cloud service for trade management MoySklad

CRM-system MoySklad will be especially useful for those who own an online store or warehouse of products that need to be regularly updated. Using the service, you can track the quantity of goods, assign discounts, update products in several stores at once, even if they are located in different parts of the city.

In the system, you can register sales, process orders, monitor the warehouse and finances, work with a large customer base, print documents and reports. CRM helps to track the list of buyers and the level of sales, arrange mailing lists for specific customers, create statuses. The site is optimized for Android and iOS.

MoySklad has a simple and intuitive interface. Interactive tips help the user to quickly get started in the service and learn all its main functions in just a few minutes. The program has a very convenient menu and clear icons.

Key features:

• connectivity cash registers and barcode scanners;
• access to the system from smartphones and tablets running Android and iOS;
• accessibility for any browser;
• EGAIS support.

Go to the website moysklad.ru

Universal CRM system Simple business

A cloud version of the Simple Business subscription system and a boxed version for installation on their own server are available to users. The cloud version with access for five employees is provided free of charge. The user has access to sales funnels, customer accounting, e-mail and sms mailings, calls over IP telephony, sending a fax directly from the client base.

The system is able to automatically generate templates required documents, and if the user adds a company logo, it will be placed on all letterheads. The customer base can be linked to the order table for more efficient workflow analysis. The program can run on any platform and even without an internet connection.

System capabilities:

• customer accounting - transaction history, maintaining a customer base, reminders, sales funnel;
• project management optimizes task planner, Gantt chart, calculator;
• personnel management - control of working hours, work with remote employees, access rights, internal telephony;
• workflow - creating document templates, scanning, sending email and fax, electronic signature;
• warehouse and accounting - warehouse management, electronic reporting;
• built-in services - chat, mailing, video conferencing, IP telephony.

Go to prostoy.ru

FreshOffice - a system for managing simple projects

FreshOffice is a cloud-based program designed to manage business affairs in a single window. With its help, you can automate the maintenance of the customer base, sales, transactions. The service has a built-in chat and integration with mail; connection of a virtual PBX is also available.

FreshOffice service combines a variety of customer acquisition channels, from registration on the site to integration with social networks. It provides the user with tools for document management, inventory control, marketing, finance, mailing, telephony, etc., but they can all be combined into one whole system.

Inventory management is one of the most important features of the FreshOffice service. The software allows you to quickly find the desired product in the warehouse and track its movement in the warehouse or between warehouses. Convenient online marketing module allows you to control efficiency advertising campaign and track the sources of traffic.

System advantages:

• sales management, tracking sales channels;
• monitoring of business processes;
• integration with postal services and telephony;
• internal management;
• nice interface that can be easily customized to suit your needs.

Go to freshoffice.ru

CRM system Pipedrive

The Pipedrive cloud service provides tools for analyzing transaction information, creating visualized reports, monitoring team and individual levels. The main focus is on sales control and ease of use of the system. All transactions can be tracked in a visual sales funnel, which is easy to customize to the needs of the client. The funnel is presented in the form of mini-cards that can be dragged and dropped depending on the stage of the transaction.

System features:

• the ability to work with the use of multiple funnels, the Kanban system;
• profit forecast based on planned sales, calls and emails;
Rate article

Gleb Klyuiko

Review of the twenty best CRM systems for business

CRM-system (Customer Relationship Management) is a tool for organizing and controlling the workflow within the company, sales management, communication with leads and customers.

How do you choose a CPM system that is right for you?

Review and comparison of popular CRM systems. How to choose?

We have collected the most popular dsm systems in a selection, let's examine the advantages and disadvantages of different services.

1. Bitrix24

Pros of integration with eSputnik:

• Multi-channel communication with leads and customers - SMS, Email, Web Push and Viber will work in one system.
• Automation of marketing communications, taking into account the specifics of the business model - you can set up sending automatic messages depending on any event that is registered in your CRM.
• Convenient reporting - the dynamics of the growth of the contact base, the effectiveness of each channel, RFM and cohort analysis, and much more - all in the form of diagrams and graphs on the eSputnik dashboard.

Successful mailings!

Effective business conduct depends on how competently specific tasks are solved. That is why it is worth figuring out which CRM system is better. There are indeed quite a few of them, so it is worth considering both the pros and cons.

Bitrix24

It is regularly included in the top CRM systems and rightly so. First, it is available to most. And not only due to the fact that it is free, but also in relation to the development. Secondly, it is multifunctional, and its tools are constantly expanding.

Features and functions

Bitrix24 has really great opportunities. Thanks to her, you will get:

• create projects and work on them in teams thanks to a convenient system for adding observers;
• set tasks and monitor the progress of implementation;
• develop plans and reports;
• create documents;
• establish a quick exchange of information within the corporation.

Price

Bitrix-24 is free. Moreover, this is the only system in Russia with such functionality, which you can freely use. However, it has additional functions, for which it will already be necessary to pay extra from 5490 rubles per month.

Advantages

This system has many advantages. She:

• comfortable, even a beginner can master it;
• multifunctional, suitable for a variety of tasks. If you wish, you can both make sales and upload corporate photos there and discuss plans for collective holidays;
• accustom employees to a single common space in which customers can be involved;
• easily integrates with other systems;
• is capable of recognizing faces from cameras, which is very good for traffic control.

Flaws

Bitrix24 also has certain drawbacks. This is:

• a large number of possibilities, making it easy to get confused;
• it can slow down on weak laptops and PCs;
• integration with 1C is possible only in the paid version;
• telephony is quite expensive.

amoCRM

Features and functions

When studying the functionality, it immediately becomes clear that the system is set up entirely for sales. In it you can:

• create deals;
• control them;
• make reports;
• drive in customer information;
• call directly from the system.

It is quite possible to increase the basic functionality of amoCRM due to a competent approach to integration. In general, everything is pretty simple.

Price

Available for 2 weeks for free as a demo version. Then you will need to pay for each employee from 499 rubles. Please note that amoCRM has a very well-developed tariff grid.

Advantages

The strengths of the system include the following:

• ease of setup (since we are talking about a cloud system, you can install it yourself, no outside help is needed);
• ease of use, much is intuitive;
• ideal for sales.

Flaws

There were also some drawbacks:

• sharpened directly for sales, other areas are practically not developed;
• the technical support service works poorly;
• a limited number of report forms, while you cannot add your own.

"Megaplan"

This option is often referred to as one of the best CRM systems for business. The developers position it as universal, that is, suitable for all companies. There is only one limitation: there must be no more than 500 employees.

Features and functions

The functionality of the system is quite rich:

• setting goals;
• creating plans;
• control over sales;
• tracking what is happening on the charts;
• sending notifications to clients.

Price

Megaplan is quite simple in terms of tariffs. As usual, you will need to pay 550 rubles for an employee. If you want to get advanced features - 750.

Advantages

The advantages of Megaplan include the following:

• very simple and really friendly interface;
• convenient reports;
• well-thought-out bill payment system;
• well-designed workspace.

Flaws

Not without its drawbacks:

• integration with almost all popular services - paid;
• technical support works poorly, ignores consumers.

SalesapCRM

One of those systems that invariably rank among the top in Russia. Multifunctional, convenient, good for sales and for collecting all customer information in one place.

Features and functions

The functionality is pretty well developed. In the system, you can:

• work with sales funnels;
• save customer data and create your own database;
• create deals;
• manage orders;
• work with a catalog;
• monitor the effectiveness of personnel;
• monitor support;
• save and analyze the history of communication with the client;
• create reports;
• import data.

Price

This system is fairly affordable. There is free version, as well as the opportunity to receive certain packages of services at a price of 300 rubles per month, 450 or 600. This affects the available opportunities.

Advantages

Strengths include:

• good functionality;
• an excellent opportunity to constantly monitor sales;
• regular updates;
• fairly affordable price;
• good job technical support.

Flaws

Cons of the system:

• with great functionality, it is far from immediately possible to figure it out;
• sometimes errors pop up;
• integration is poorly developed in comparison with analogs.

bpm'online

IN recent times more and more often this one gets into the reviews of CRM-systems. It is quite specific, but it provides customers with unique opportunities due to a number of modules. If you set it up, it can become quite convenient.

Features and functions

The system is primarily sales oriented. In it you can work with:

• sales;
• orders;
• contacts;
• counterparties;
• LEADS.

Price

Among all systems, it is by far the most expensive. The software is available at a price of 13,235 rubles.

Advantages

From strengths this option is worth noting:

• the ability to customize the system in an optimal way;
• a well-thought-out sales scenario that you can simply follow;
• a large number of opportunities;
• a branched database that allows you to store a lot of information about the client;
• the presence of a BPM system, which makes it possible to organize sales as business processes.

Flaws

There are also disadvantages:

• relatively high price;
• problematic to customize yourself;
• integration with services raises many questions;
• there are claims to technical support;
• too complex interface.

Comparison of CRM systems

To understand how all the listed options really differ from each other, I have systematized the information. The table shows all 5 CRM systems:

System	Functions	Price
Bitrix24	A lot of functional system which works as a database and as a kind of social network	From 5490 rubles per month
amoCRM	Basically, the system is focused on sales. It is very well sharpened for this purpose.	From 499 rubles per employee
"Megaplan"	Setting various tasks, creating schedules, monitoring work with projects	From 550 rubles per employee
SalesapCRM	Sales funnels, customer base, integration with other services	From 300 rubles
bpm'online	Focused on sales as a business process. There is a BPM system	From 13 235 rubles

In Russia on this moment there are a very large number of CRM systems. Therefore, the question of choosing the best one is quite relevant. In fact, it is difficult to say which option will be ideal. Each has its own advantages and disadvantages. It all depends on what you need. But there is definitely an opportunity to choose the optimal system.

It is not so difficult to understand that you need a CRM system (almost the same as oxygen to a person), how difficult it is to figure out which CRM system to choose.

After all, because of an unsuccessful choice of crm, you can lose not only time and money, but generally discourage all the desire to implement something. Therefore, we will learn to choose and, of course, we will make a rating of CRM systems.

TOP-4 CRM

So that you do not scour the entire Internet and look for a comparative analysis of crm systems and the 2019/2020 rating, I selected 4 from the series “for every taste and wallet,” with which we came across.

But I dare to disappoint you, this is not a rating of CRM systems or even their comparison, because everything is individual. First, the systems are constantly being improved. Secondly, many systems are unique in themselves, which makes it almost impossible to compare them, which means that it would be wrong to award someone the title of the best.

Therefore, below you will see an overview of the CRM selected by us, each of which is worth studying and "poking".

Bitrix 24

The most famous Russian CRM. No, though. It is not correct to say so, therefore it is one of the most famous and widespread CRM in Russia.

Joking aside, the name Bitrix 24 has long been strongly associated with CRM. And we, as fans of our country, are proud that Russian systems can easily compete with the Americans (I'm talking about Bitrix 24.)

It has a huge number of advantages: it is a free crm system, moreover, forever and with a fairly wide range of functions.

Since the company is not charitable, there is also a paid version, in which you get more advanced functionality (tracking the working time of each employee, business processes, planning meetings, etc.).

Bitrix 24

Also, the advantages include the ability to immediately manage sales, projects, and the company. In other words, you can do almost anything without leaving this system.

In addition, there is a good technical support and a mobile app. Well, since the functionality is tailored only for sales, it is easy to set up and easy to use (nice interface).

AmoCRM

Of the minuses - as already mentioned, the service is "sharpened" for typical sales, mainly for sales departments, therefore it is poorly suited for retail, specific businesses and non-standard business processes.

Also, the disadvantages include not a small cost and the absence of a boxed version.

FreshOffice

A multi-harvester that combines more than just a customer accounting system. It has marketing, finance, document management and even warehouse management.

I can't say that this is the only service with such functionality, but it is quite complete.

Plus bold for a huge number of features that are much easier to configure than in the same Bitrix.

But again, there are still less of them at the exit. Plus it is a very nice interface, price and their training material, which will help you quickly understand the service.

FreshOffice

Minus, it is also a plus at the same time, the system is not suitable for complex projects.

But if you have a long-term project and is divided into several stages (besides, you like to paint everything according to), then everything is much more complicated ...

May be enough? Stop

Few? I agree. There are many systems in the world. Above, we explored the unspoken TOP in the customer accounting industry.

But if you start digging deeper, you can find more than a dozen more. Therefore, so that you do not waste time, I have also prepared this list for you. True, without completely beginner services.

Name	Conditions	A comment
CRM "Simple Business"	Paid and free	Focused on end-to-end automation
Intrumnet	Paid (+ trial period)
EnvyCRM	Paid (+ trial period)	Positioned as the easiest CRM to implement
Clientbase	Paid and free	No experience of using
Retailcrm	Paid and free	Specialized in online stores
Pipedrive	Paid (+ trial period)	Focused on sales and management
Terrasoft	Paid (+ trial period)	A very expensive but insanely flexible system
Salesap	Paid and free	There are ready-made industry settings
GenCRM	Paid (+ trial period)	Quite detailed analytics
Flowlu	Paid and free	No experience of using
a2b	Paid (+ trial period)	No experience of using
Okdesk	Paid (+ trial period)	Ideal for customer support

I would also like to draw your attention to the fact that in the world, in addition to Russian-speaking, there are still a huge number of English-speaking CRMs. But you at least kill me, well, I do not believe that in an ordinary Russian business, you can successfully implement CRM in English.

In Russian, it is difficult to implement, but here it is a different language. Therefore, such systems as ZohoCRM, Salesforce, BaseCRM are simply absent from the list above (although very worthy candidates).

For some CRMs, you can see prices for 300-400 rubles per month. “How cool and cheap!” You say. But don't forget that this is the cost per user.

That is, if you have 3 sales managers and 1 ROP in your company, then CRM will cost 1200-1600 rubles per month. Therefore, do not fall for the manipulation of marketers 😉

Choosing TASKS or CRM?

Before choosing a system, you need to determine the tasks that your new eco-system should solve. Indeed, depending on the tasks, you will need one or another development (perhaps even your own).

Below I will give the main tasks that can be highlighted in a separate list, and opposite which, you need to check the box if this is about you. Or a cross if you don't need this functionality.

1. Control of the sales process. The most typical functionality that will allow you to keep track of customers from the receipt of interest to the completion of the transaction.
2. Project management / service provision. This functionality will help you not only sell in one system, but also lead projects right away.
3. Internal work of the company. If you want the entire company in one platform with (in addition to the sales department) to be able to work and interact with each other at once, then you need this functionality.

After reading the tasks Above, you can understand that now CRM is not only customer accounting, now it is a combine for optimizing the work of a business. But not all systems provide this opportunity, there are those that specialize only in sales control and that's it. Therefore, when choosing a CRM, do not forget to take this into account.

This is not all

Please note that I described the main tasks above, but in fact, CRM has a lot of functions that can simplify your work. Namely, to collect everything in one place so that you do not run around different services and spaces.

I have compiled for you a list of all (80%) functions that provide different systems... All you need is to mark for yourself those that you need.

Generation of documents by templates	Integration with
Finance accounting	Integration with sales script services
	Call recording
Vacation schedule
, motivation and salary calculation	Social Scanner
Warehouse	File storage
Integration with IP telephony	Using email boxes in CRM
Business processes	Document flow
	SMS messaging
Integration with social networks	E-mail tracking
Integration with the website	Working reports
Integration with 1C accounting	The calendar
Meetings and
Internal chat and video calls	Internal knowledge base
Company news feed
Sign up for a service	Branding

This is not the entire list. It has no very obvious features (setting tasks, maintaining a client card, editing history, etc.) and also no specific functions.

I did not write them, because they are rarely needed by anyone. Plus, I could have missed something, since the developers introduce new features every day and it is simply impossible to keep track of everyone.

But this list is sufficient to select the required functionality on the basis of it and make a decision about a suitable CRM.

Two views - one solution

Not all. In addition to the fact that all CRMs are divided into universal and industry-specific (sharpened for a specific area), they are still all divided into two types.

And until you decide what you need, there is no point in moving on and moving on to the CRM comparison.

Boxed version

The CRM version that is installed on your server, which is the only source for accessing it.

The main advantage of this option is that everything is in your hands, and if you need to modify something (at least redo everything), then you can do it (not easy, but possible).

And the minus is that you need money for your server, a programmer and other technical issues.

An ideal option for those who plan to implement the CRM globally for the entire company. Do this with a scale and breaking a bottle of champagne on the "fuselage" of the server.

If you are a small company and now want to switch from paper to electronic without showing off, then it is better to pay attention to the cloud version.

In addition, for the boxed version you will have to roll out a tidy sum of 50,000 rubles at once. (average).

WE ARE ALREADY MORE THAN 29,000 people.
TURN ON

Cloud version

The CRM version that is installed on the developer's server and you get access to it by clicking on a special link in the browser.

The most pleasant moment is that there are no more additional costs, except for the payment of the system.

But only its “mobility” is worse, and the price is more biting (subscription fee) for a long period of time (but don't pay a lot of money at once).

Cloudy, gentlemen, cloudy. When implementing it, you will not need a lot of money, and most importantly, you will focus on setting up and using, and not on technical preparatory moments.

Briefly about the main

CRM systems rating 2019/2020 is not here. Comparative analysis CRM is not here either. And even the title of "most-most" has passed this article. We have already discussed the reasons, everything is too individual. But we can definitely say that it is better to trust your business with trusted services, for example:

By the way. We have a small gift for you. 5,000 rubles (with the "INSCALE" promo code) for the Roistat test. Together with a 14-day trial period, you get almost a month of free use.

And if you connect all this with your CRM, you will get an analytics bomb in general. Therefore, simply registering using this link and receive your bonus.

In the process of business development, Internet entrepreneurs sooner or later face a serious problem: which CRM system to choose? This hard choice is a bit like finding a car - you are looking for a specific model, the right color and equipment, to achieve certain goals.

For example, to take children to school, you need a minivan, for travel - a crossover, to create an image - a presentable premium coupe. However, CRM is chosen according to the same principle - depending on the goals pursued.

And to make it easier for you to decide, we have collected the best CRM systems for small businesses, as well as large and actively growing projects.

Popular CRM systems: functional overview

Customer Relationship Management is an irreplaceable assistant and digital brain of modern business. This is a customer relationship management system, which also allows you to streamline and optimize work processes within the company.

In fact, this is a program that automates all stages of sales, pulls up analytical data, controls customer service and the work of managers. That is, it makes business processes completely manageable and transparent.

How to choose a reliable, functional, advanced system? To do this, we have made an overview of the best services on the Russian-speaking market.

AmoCRM is a functional system for sales. That is, to automate the interaction of the department with clients. In the rating of CPM systems in 2016, this service has become one of the leaders in the Russian-speaking market.

ZohoCRM

ZohoCRM is a superman in the world of customer relationship management at 3 key levels: marketing, sales, support. The service allows you to control and automate the main business processes.

Functional:

ZohoCRM allows you to collect all important data in one place: customer contacts, their history, information about traffic sources, the number of sales, etc. As a result, it will improve ROI and increase sales.

Bitrix24

Bitrix24 is a convenient, multifunctional, and also free system, which has not been losing ground in the CRM system rating for several years. The main emphasis in the service is made specifically on the management of projects, tasks, documentation, reports, plans. At the same time, Bitrix24 does a good job of optimizing customer relations.

Unlike the previous 2 systems, Bitrix is ​​designed to be implemented in the entire company, and not just in the sales department.

Main functions:

This service is similar to the company's internal working social network. It optimizes interaction between different departments, automates work processes, performs all the main functions of control and analysis of sales. In the review of CRM systems for small businesses, as well as for low-budget startups, Bitrix24 is the undisputed leader in the Russian-speaking space for at least one important reason - the service can be used for free if no more than 12 people are involved.

Salesforce Sales Cloud

Cloud-based system for planning, managing and controlling business processes (customer relations, marketing, budget, sales, analytics).

• targeting visitors;
• internal online chat for managers;
• accounting / work with transactions, payments;
• cloud data storage;
• customer base management;
• customer interaction reports;
• automatic distribution of orders between managers;
• integration with social networks, postal services;
• access to the service from mobile devices;
• prioritization of applications;
• capturing leads and tracking traffic sources;
• control and analytics of sales;
• formation of work tasks, planning.

Despite the fact that BaseCRM is designed specifically for large businesses, it remains one of the simplest and most understandable systems in the market. Using this service, you can track sales, deals, their dynamics (decline / growth) by different stages funnels, predict future income, draw up comprehensive reports.

On the other hand, it is a powerful machine for increasing the productivity of company employees (planning, KPIs, performance reports, setting goals / objectives). As well as multi-level control of data on customer base(contacts, deals, letters, documents, touch history).

Service functionality:

• support for Android and iOS mobile platforms;
• end-to-end reports on the development of a specific transaction;
• analysis of the effectiveness of employees;
• sales funnel analytics;
• forecasting the dynamics of sales;
• customer information cards;
• storing the history of interaction with customers;
• tracking conversion, clicks, message openings;
• built-in telephony;
• work with documents, finances;
• setting tasks, calendar.

So which one should you choose? The mass of options is confusing, the variety of functions and software does not allow you to focus on the main thing - for what purposes do you need a CRM system? What are the primary tasks it should solve in your business? Where do you plan to implement it (in the whole company or in certain departments)? And in the end, what budget do you have?

The answers to these questions will help you shed light on the important characteristics of your customer relationship management system.

Comparative analysis of CRM systems 2016-2017

We have analyzed the most popular ones on domestic market CRM systems, their rating, functionality, features.

Write in the comments which CRM you have already tested or are using right now? What suits you in them, and what moments leave much to be desired?