Software Guides

CRMs for consulting services are more important than ever before. This is true whether you work for a bigger consulting company or as an independent consultant . That’s because clients are the foundation of a successful consulting business. And Customer Relationship Management (CRM) software is key to driving sales and creating a great customer experience. Because without the right CRM tool, it’s hard to keep track of sales processes, manage client interactions, and provide customer support. The best CRM software covers all these functionalities and more. No need to scatter important info across different tools and Excel spreadsheets — one CRM system can help you streamline tasks and nurture client relationships. Read on to learn the benefits of CRM for consultants as well as how to choose a CRM system for your consulting business. Benefits of CRMs for consulting firms How to choose a CRM for consulting businesses The 5 best

Using customer relationship management software (CRM) for real estate can help realtors manage leads and close more deals. In this article, we’ll cover how using a CRM in real estate works, CRM software recommendations, and useful features for helping real estate businesses succeed.  Why use a CRM for real estate?  Do realtors need a CRM? Real estate transactions take time. There’s a lot that buyers and sellers need to consider and get done before making a deal. Real estate leads also often come as referrals from friends and clients, and taking care of these relationships is crucial. CRM software can help you with contact management so that you can keep prospects close and better align your offers with what clients need. From boosting efficiency to gathering more accurate data, CRMs offer many benefits for real estate professionals. Realtors and real estate agencies alike can benefit from CRM platforms by: Centralizing

Knowing how to choose CRM software is no easy task. CRMs are vital tools for growing your business and maintaining healthy customer relationships, but there are so many CRMs on the market. Read on to get an in-depth look at what to consider when choosing a CRM. If you’re here, you’re at an exciting point in your business. This is when your teams are beginning to feel overwhelmed and your spreadsheet is no longer manageable… Which is a good thing? The short answer is yes. This means your business is growing. The question now is how to find the right CRM software to nurture and accelerate this growth.   A customer relationship management (CRM) software is a digital tool that helps businesses keep all of their customer, client, and partner data in one place. Centralized information makes it easier for companies to coordinate internally to manage their customer relationships.  Often, CRMs

Looking for CRM software? Whether you are experienced with CRM tools or are a first-timer, we have the best CRMs for small businesses.  Customer relationship management software (CRM software) refers to the tools, strategies, or processes that help businesses manage customer data. These tools are vital for small businesses as they allow you to increase sales, drive growth, and improve the customer experience. The goal of a CRM software system is to build stronger relationships with your customers. This improves customer retention and loyalty, which can have a significant impact on your business’s bottom line. Ready to move past managing your clients on a spreadsheet and get started with a CRM? Here’s what you should look for when choosing CRM software for small business. Small business CRM solutions use cases CRM software for small business use cases span the entire customer life cycle. CRM tools can help you every step

Salesforce is a major player in the CRM field, but with an expensive price tag and enterprise scope, small and medium businesses will find more success with a Salesforce alternative.  We’ve shortlisted nine Salesforce alternatives that will empower your team, boost productivity, and foster meaningful customer connections — all without overwhelming complexity. Whether you’re a startup navigating your initial customer relationships, a growing business looking to automate your sales processes, or a team seeking seamless collaboration and communication, you can find a Salesforce alternative on this list to fit your needs.  What does Salesforce offer? Salesforce is a cloud-based CRM platform that helps businesses manage their interactions and relationships with customers and make sales. It’s a unified platform for storing and accessing customer data, interactions, and communication history.  Salesforce’s key features are:  Opportunity management: Salesforce CRM allows businesses to track and manage sales opportunities through each stage of the sales

RingCentral is a great business phone solution if you are a large enterprise or have a significant call center operation. But if you’re a small business, you may find the platform’s pricing and functionalities unsuitable.  To help you find your perfect business phone solution, we’ve picked out the top RingCentral alternatives to help your small business thrive. What RingCentral offers RingCentral is a cloud-based VoIP solution. The platform offers a wide range of features for enterprises such as:  Centralization — connect your business communication with video and audio conferencing, faxing, and text messaging  Integrations — access smart integrations to improve your workflows which include Slack, Google Workplace, and Microsoft 365 Call center functionalities  — call routing, call forwarding, and call recording  Analytics — improve your processes with real-time voice call analytics and call center reporting software Languages — expand your reach with 18 languages available for settings, multilingual IVRs, and

Nextiva is one of the most popular VoIP systems. But there are enough Nextiva alternatives that can save you money AND unlock new features and functionalities.  Whether you are new to cloud-based phone solutions or a seasoned professional, it can be hard to find the best VoIP system for your team. Different VoIP providers give you various business phone system options.  That’s why we have put together this list: to help you find the ultimate Nextiva alternative to improve your business communication with your team and with your customers.  At a glance: best Nextiva alternatives The top phone system solutions that can replace Nextiva are: 1. Brevo Phone 2. Yodel.io 3. Aircall 4. RingCentral 5. Vonage 6. Grasshopper 7. Dialpad 8. CallHippo 9. Hubspot VoIP 10. Zoom Phone What Nextiva offers Nextiva is a cloud-based VoIP platform that comes with the following features:  Video and meetings: Nextiva offers unlimited video

Go beyond just making calls with the perfect VoIP service for your small business.  To help you make an informed decision, we’ve analyzed the top 15 VoIP services, their features and pricing to find the best business phone solution for your team.  Top 15 VoIP services for small businesses Brevo PhoneYodel.ioDialpadRingCentralCallHippoGoogle VoiceAircallGrasshopperNextivaTalkdesk8×8GoTo ConnectCloudtalkJustCallHubSpot VoIP  What is a VoIP phone system? VoIP (Voice over Internet Protocol) is a modern phone technology that uses an internet connection to make and receive phone calls. In 2023, VoIP is the best alternative to a traditional landline phone system for small businesses. Differences between VoIP systems and landlines There are two main types of small business phone systems: traditional landline and VoIP. Traditional phone systems are the analog ones with copper wires or optical fiber. A landline telephone can only work close to the receiver — that’s why their use is limited to offices and

A business phone system makes communicating with your customers a breeze. A high-quality business phone system will have features like unlimited calling, multiple lines, call transferring, and automated menus.  For small businesses, a business phone system should provide a reliable and affordable way to stay in touch with your customers. You can increase sales, drive growth, and improve customer experience with the right small business phone solution. Here’s what you should look for when choosing a phone solution for your small business.  At a glance: Best business phone systems for small business Brevo PhoneYodel.ioGoogle VoiceAircallDialpadRingCentralCallHippo What is a small business phone system? As a small business owner, it might be tempting to use your team’s personal cell phones as a business phone system. However, this can lead to a whole host of issues, including:  Mixing up incoming personal and business calls Inconsistent contact and call log informationLacking features to maximize