Top CRMs Overview Based on Experience of Outsourcing Customer Services

Top CRMs Overview Based on Experience of Outsourcing Customer Services

Top CRMs Overview Based on Experience of Outsourcing Customer Services

Top CRMs Overview Based on Experience of Outsourcing Customer ServicesThe most recent statistics stress the important role of customer relationship management (CRM) in today’s business. What does CRM stand for in business? It is not just an app or tech, but a strategy used to find out more about the needs of business clients and their behaviors to develop and support stronger relationships with them. It is an effective way to expand customer base.

The credible sources show that the global usage of this approach has grown from 56% to almost 75%. Around 90% of all businesses that have 11+ employees deal with this type of management. 74% of them admit the vital role of CRM software in their work. You can either choose one of the top-preferred outsourcing customer services or set up a CRM app to deal with your sales and client service better.

Not all CRM solutions are equally good. We have analyzed some of them to come up with the list of the best tools for small businesses based on the experience of outsourced customer support agencies. So, here is what you should try as an entrepreneur!

Hubspot: CRM for SupportNo. 1 in the Market

Hubspot is well-known as a developer of inbound marketing, sales, and service software. The team created a free solution for the sales teams and client support representatives that makes it possible to use the workflow without many changes. The tool helps to get started fast and easily. Hubspot CRM helps to maximize the efficiency of the customer relationship management system. When evaluating the work of this tool, we considered the following factors:

  • The basic features
  • Quality of customer service
  • Available app integrations

As the tool is entirely free of charge, there is nothing you risk losing. The solution is connected with numerous places for the sales processes. Those are social media platforms, phones, etc. To start using the app, there is no need for any changes. It is definitely one of the top CRM outsourcing solutions that allows focusing on core business activities.

Top CRMs Overview Based on Experience of Outsourcing Customer ServicesInsightly: The Best CRM for Small Business

Starting at $29 per month, you can enjoy Insightly, which is one of the leading CRM tools when it comes to startups and small businesses. The app can boast a simple-to-navigate interface as well as customization and integration with multiple platforms and applications. In addition, companies can delegate their project management tasks to this little app. It can do, for instance, management, control, and data tracking. The only gap as for today is the absence of the dashboard, but you can use other applications to have one.

PipeDrive to Lead Customer Relationships

One more software that some experts call the best CRM for small businesses PipeDrive. Both software developers and experienced sales people contributed to the creation of this solution. The application is perfect for CRM system development as well as lead generation. PipeDrive can assist in organizing leads in a tidy way to make you see and fully control sales. While you leave these tasks to PipeDrive, you can dedicate more time to the primary business activities. The download and installation processes will not take much. You will also find it pretty easy to use.

For those who prefer using their mobile devices being on the run all the time, they have a fully optimized mobile version. It is possible to integrate with:

  • Google Apps
  • Google Contacts
  • Google Calendar

If you are not ready to pay until you try, there is a free trial for this product. The developers offer 30-day usage free of charge. It is more than enough to check all the features and decide whether the app suits your business needs.

With this software in your arsenal, you can easily detect perspective leads and priority deals. In general, the main features of PipeDrive include:

  • Lead relationships maintenance
  • Negotiation of attractive deals
  • Brand promotion
  • Ability to switch on/off modules per your needs

The application is flexible. It does not harm the service quality, so you should try it when selecting tools and the best CRM for SAAS companies.

Agile CRM: Excellent for Small Teams

If your business team consists of no more than ten employees, you may benefit from using Agile for free. The starter package comes at the price of $14.99 per user monthly if you have more people on the team. This CRM for supportsupports widgets, API-based integrations, a library of plugins, etc. You should know that a free version has limited access to all the exciting features. Among them, the developers have included:

  • Custom appointments
  • Reports to be sent via email
  • Drag-and-drop auto-marketing

Top CRMs Overview Based on Experience of Outsourcing Customer ServicesTeamGate for Dedicated Teams of Enthusiasts

Before you support outsource, try another CRM-oriented app known as TeamGate. Small and medium-sized companies will especially benefit from this application if they are involved in B2B model. The software serves just as you would hire an outsourced team of customer service and sales: it covers both lead and sales management features. One can track personal performance and generate clear and simple predictions using intuitive evaluation. As TeamGate is a partner of many similar solutions, you can easily integrate it with them:

  • Zendesk
  • MailChimp
  • Xero
  • Zapier

From client support to email marketing and finances & accounting, the tool offers multiple solutions for each of these branches. Online training is available for everyone involved in TeamGate. You can also find tutorial videos and FAQs. The app’s customer support serves only in English, but the service is of high quality.

FreshSales for Gurus of Sales and Marketing

It’s impossible to ignore the importance of CRM in sales. Thus, the developers of FresSales created a solution that will help to reach out to your leads by developing powerful call-to-actions (CTAs) and full context about your target audience. The app assists effectively in setting priorities when it comes to leads based on their ranking. With it, you will define the sales-ready clients and those who are still hesitating for some reasons. The application will help to identify those reasons and offer solutions.

In order not to waste your time, nerves, and efforts, the software will assign the leads to the right person in a team based on the location. You can set up the reminders via email to manage your assignments, events, and meetings effectively. There is a free trial version of FreshSales. It allows checking the features and using most of them for one month.


Some CRM software solutions can be almost as effective as an outsourced support team. While some of them are free, others still offer 30-day trials to check all the functions and make your choice. These applications all have similar yet different features, but all of them are focused on the work of your sales and customer support teams. If your business is small, you can try one of these tools instead of hiring in-office or outsourced teams that are more expensive. At the initial stages of your work, you may feel that one of these apps is enough, and, who knows – perhaps, one of them will stay with you for a while.

Maya Momotok

Reviewed by Maya Momotok
CEO and cofounder of Wow24-7

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