Easiest to Use CRM Software
We have evaluated 35+ providers to determine the best CRM software for ease of use in the following list.
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Ease of Use
Less Annoying CRM
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Less Annoying CRM lives up to its name by offering a straightforward, user-friendly CRM solution, specifically designed for small businesses. Its simplicity in managing contacts and sales processes, coupled with an affordable flat-rate pricing, makes it a favorite for those seeking an uncomplicated yet effective CRM.
In top 3 for
Pros
Enables to sign to-dos and schedule appointments for one another without leaving your CRM
Abitlity to access the database from any smartphone, computer, or tablet wherever you are via their mobile website
Offers unlimited users
Cons
Does not support to process payment
Does not have audit logs
Does not offer sales and predictive forecasting
Does not support contract management, sales orders management, quotes and invoice management
Cannot process payments
Does not offer document opening tracking
Does not offer email templates
Pipeliner
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Pipeliner stands out with its unique visual approach to sales management, offering an intuitive and interactive pipeline interface that enhances decision-making and forecasting. Geared towards sales teams, it combines rich features with an offline mode, making it a robust choice for businesses seeking a dynamic and accessible CRM experience.
In top 3 for
Pros
Excellent customer support
Ability to visually map networks & relationships you need to be aware of
Offers sales teams to collaborate with prospects, customers & internal teams
Offers unlimited leads and users
Ability to create and manage contracts, sales orders, quotes and invoices
Offers email templates
Cons
Does not allow to process payment
Does not have conversational bot
Cannot track document opening
Nethunt
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NetHunt CRM blends into the Google Workspace ecosystem, transforming Gmail into a powerful CRM platform. It's designed for businesses seeking to centralize customer communications and data management within their existing Google applications.
In top 3 for
Pros
Great for Gmail and LinkedIn users
Easy to use
Cons
Lacks advanced features
Salesflare
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Salesflare follows an automation-centric approach, designed specifically for small and medium-sized B2B businesses. Its system automatically fills in customer data from emails, social profiles, and other digital interactions, reducing manual entry and focusing on relationship-building and sales efficiency.
Pros
Track emails, links and website visits
Get a LinkedIn sidebar, email sidebar & mobile app
Send workflows of multiple emails
Cons
Does not offer 2FA
Cannot share quotes and invoices
Cannot schedule emails
Cannot track document opening
Cannot manage contracts, sales orders, quotes and invoices
Cannot collect payments
Does not offer email templates
Brevo
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Brevo offers a unique combination of CRM, email marketing, and automation tools, designed to cater to the needs of growing businesses. Their platform is great for advanced segmentation and personalization, making it great for businesses looking to streamline their marketing and CRM in one place.
In top 3 for
Pros
Beginner-friendly
Great integration with its email marketing platform
Cons
Lacks advanced features
- Our ranking applies to each individual plan that a provider offers. Subsequently, the scores of each plan are merged using a dynamically weighted model.
CRM software can be a game-changer for businesses, particularly in managing customer relationships and enhancing sales strategies. But let's face it, some CRM platforms can be a bit of a challenge to navigate, especially for those new to the concept. Finding the sweet spot between power and user-friendliness is the key to successful CRM adoption in your organization.
What Makes the Best CRM Software for Ease of Use?
Our research team has dedicated countless hours to the quest for the best CRM software that is easy to use without skimping on essential features. We've conducted rigorous market research, engaged in expert consultations, and meticulously tested each software's functionality.
In our evaluation, we've considered numerous factors, each carrying a specific weight that contributes to the ease of use score for each software. Some factors were binary, either present or absent, while others needed a more comprehensive evaluation, looking at the quality and scope of features. When assessing ease of use, we deemed the following attributes most important.
- Intuitive Navigation: A user-friendly, logically structured interface is key. We looked at how easy it was to find and utilize various features within the software. The value of a well-structured interface becomes evident when you're a sales representative dealing with multiple clients. Imagine needing to quickly access a client's purchase history or follow-up schedule. An intuitive CRM allows you to do this with ease, saving time and improving efficiency.
- User Onboarding: The initial setup and onboarding process are crucial, especially for new users. We assessed whether the software provided clear instructions and help to get started.
- Learning Resources: Does the software offer a well-rounded library of tutorials, guides, and FAQ sections? These resources can help smooth out the learning curve. When you're a marketing intern trying to segment a customer list for an upcoming campaign, having readily available tutorials and guides can be a lifesaver. A robust library of learning resources in your CRM software ensures you have support while learning the ropes.
- User Interface: We reviewed the visual appeal and layout of the user interface. A tidy, uncluttered design can greatly improve user experience.
- Features Accessibility: It's of no benefit if robust features are tucked away within convoluted menus. We considered how swiftly a user could access and use the software's main features without needing extensive training.
10 Easiest to Use CRM Software
How to Choose a Great CRM Software for Ease of Use
Selecting the right CRM software largely hinges on your unique requirements. As a small business owner, you might favor a simpler, more approachable platform. In contrast, larger organizations might need software with advanced features, but these should be readily accessible and not require extensive training to operate.
Think about what's most important for you. Is it the simplicity of the user interface, the range of learning resources, or the ease of navigating through the software?
To further support you, our Comparison Tool allows you to directly contrast different CRM software options based on several categories. If you're uncertain about your specific needs, our Finder Tool will pose a series of questions and suggest the best CRM software based on your answers.
Jacinto M.
Updated: Sep 21, 2024
Sales is what I did, CRMs are what I chose to master. I enjoy testing out scenarios and new approaches to maximize efficiency. In my free time, I play chess and go on hiking adventures with my family.
FAQ
Is there a need for extensive training to use CRM software?
While some training may be beneficial, the best CRM software should be intuitive enough for users to navigate and operate without extensive training. Good CRM software also provides plenty of learning resources like tutorials, guides, and FAQs.
Can CRM software be customized to my business needs?
Most CRM software offer a level of customization to fit your business needs. However, it's essential to ensure that customization options do not complicate the software's usability. Choose a CRM software that balances customization with ease of use.
What role does the onboarding process play in CRM software?
A well-structured onboarding process is critical for the effective implementation of CRM software. It provides initial guidance, sets up basic configurations, and helps users familiarize themselves with the system. CRM software with a streamlined onboarding process is often easier to adopt.