Let’s get the obvious out of the way: Customer relationship management = CRM. And those three letters are all about managing customer interactions.
By combining spreadsheets and however many apps, CRMs offer an accessibly human way to manage (a lot of!) data. And nowadays, CRM’s are even being favoured as remote work software solutions.
With happier customer-facing teams and customers themselves, the perks of a CRM system stretch well beyond your company’s in-house efficiency. Consider:
- Having real-time and omnichannel lead data capture.
- More time for sales to nurture and retain leads thanks to backend CRM automation.
- First-party visuals that identify areas for improvement, then forecast sales.
In short, today’s businesses only benefit from investing in a CRM and how competitive you are without one is something to weigh. But there are so many to choose from! To help, let's take a closer look at popular CRMs Airtable and ClickUp to help you find your CRM diamond in the rough.
To set the playing field, Airtable and ClickUp both offer tools that simplify team management, even for those without technical expertise. Both platforms also provide a range of features that cater to different requirements, affording CRM users the flexibility to experiment with management styles.
What is Airtable?
Airtable has staked their CRM success on their background in relational databases that centralise all the moving parts of the sales funnel. Their CRM template offers the flexibility of a personalised view so salespeople can focus on only their calendar one moment and the next, select for accounts only in closing stages.
Suitable for different goals from those of a freelancer to enterprise, Airtable’s all about bending and adapting to whatever your company needs and however your salespeople want to work. One of our favourite aspects is Airtable’s custom scripting block that checks account contact info for discrepancies or errors so you can ensure everything you have for customer data is accurate.
What is ClickUp?
California’s ClickUp has grown more and more popular in recent years and for good reason: they’re doing a good job over there! The ClickUp CRM touts a project manager focus with account management, sales pipelines, and email consolidation all in one place – all the customer relationship building blocks, if you will.
Nothing if not scalable to include convenience like Google SSO adoption, ClickUp’s CRM software also benefits from 10 free CRM templates with specialisations like commission tracking, Google Sheets and Excel, real estate, and job search. ClickUp is competitively priced with a free version too, so there’s little reason not to test-drive what they’ve on offer in the customer relationship space.
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