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 HubSpot and ClickUp to help you find your CRM diamond in the rough.
To set the playing field, HubSpot 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 HubSpot?
HubSpot’s software is famously powerful and connects the trifecta of data, teams, and customers all on one CRM platform. With plenty of automation capabilities, businesses with HubSpot save time while simplifying in-house support processes.
HubSpot's tool suite is designed to cater to the diverse needs of today’s businesses – whatever their size or industry. With the available analytics tools, businesses can also take away helpful insights into customer support metrics, which means a clearer path forward on how to always be improving that support without the guesswork.
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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