4 Affordable Small Business CRM Options

Small businesses don't need expensive customer relationship software to manage customer records and important business data. Here are four inexpensive CRM options that offer the functionality you need and also integrate with the social sites your customers and prospects use.

By Vangie Beal
Thu, May 09, 2013

CIO — When you think of customer relationship management (CRM) software, there's a misconception that the solutions are not well-suited to a small business environment—that CRM falls into the category of enterprise applications and systems that require dedicated IT teams. Luckily, this isn't the case, as there are a number of CRM solutions designed specifically for small busineses.

Small business CRM software is typically lightweight (in the good sense), designed to meet the unique needs of a small business without being cumbersome, overwhelming or expensive to maintain. These systems will consolidate customer records and other data to give your business timely access to critical business data and actionable business insights. This means less time wasted trying to maneuver through reports and functions you really don't need.

If you're looking to invest in small business CRM software, here are four systems with social integration that are worth a look.

Batchbook: Learn Who Your Customers Are

Batchbook is a cloud-based social CRM platform. Any member of your or team can use Batchbook on any device to keep track of important customers, partners and deals. To get started, you can import existing contacts from a spreadsheet or collect contact information from your website.

Batchbook Social CRM
Batchbook Social CRM features contact details management, social integration, a to-do list, advanced searching, list building and reporting.

Batchbook offers several ways to organize contacts to learn who customers are, how they relate to each other and what steps are needed to close a deal. You can organize contact lists by location, by last contact date or by using custom fields. You can also learn more about customers by connecting to their Facebook profile within the Batchbook interface.

Another important feature of BatchBook for SMBs is easy access to your communication history with a customer. You can record emails automatically, attach notes to the conversation and chat with team members about different company contacts. The Task System lets you assign tasks within a team, create lists to see who you haven't talked to in a while and keep everyone up to date on who's conversing with contacts at any point in time.

Analysis: How Social CRM Customizes Marketing, Brings New Revenue

Batchbook for small businesses starts at $20 per month for unlimited users. A free 30-day trial is available.

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