Imagine having a tool that revolutionises how you interact with customers, making every engagement more meaningful. In this post, insights from industry leaders, including a president and a founder, reveal the top CRM apps for 2024. Starting with how Zoho CRM elevates client relationships and concluding with how Pipedrive CRM simplifies deal management, these four expert opinions cover everything you need to know. Discover which CRM app will best enhance your customer relationships in the coming year.
- Zoho CRM Elevates Client Relationships
- HubSpot CRM Offers Comprehensive Features
- Salesforce Provides Predictive Insights
- Pipedrive CRM Simplifies Deal Management
Zoho CRM Elevates Client Relationships
In wealth management, I’ve found Zoho CRM to be invaluable for elevating client relationships. It allows us to track complex financial data and client interactions, which is crucial when managing over $1.2 billion in assets. Plus, its customisation options let us tailor the system to our specific needs, improving our overall efficiency and client service.
Jonathan Gerber, President, RVW Wealth
HubSpot CRM Offers Comprehensive Features
I personally recommend the HubSpot CRM tool. It’s easy to use, has good automation features, and works well with other tools. HubSpot keeps track of all client interactions—from emails to website activity—which gives you a complete overview of your client relations, allowing for more elaborate personalisations.
Plus, it offers great visualisations, which help monitor sales. The tool also makes life easier by overtaking repetitive tasks, thanks to its marketing automation features. Lastly, HubSpot helps us stay on top of our game by providing data insights, which help us inform our decisions and strategies.
Marta Romaniak, VP of Global Branding, Avenga
Salesforce Provides Predictive Insights
Salesforce has proven to be the most effective CRM app for elevating our customer relationships at Premier Staff. Its comprehensive suite of tools allows us to track client interactions, manage event details, and analyze customer data, all in one place. The AI-powered Einstein Analytics feature has been particularly valuable, providing predictive insights that help us anticipate client needs. Salesforce’s customisable dashboard allows our team to focus on the most relevant data for each client, significantly improving our personalised service delivery.
Daniel Meursing, Founder/CEO/CFO, Premier Staff
Pipedrive CRM Simplifies Deal Management
As a search-marketing agency owner, I’ve found Pipedrive CRM to be a game changer for managing customer relationships. Its visual pipeline makes it super easy to see where each deal stands, and I love how I can customise stages to match our unique sales process. The mobile app is great too—I use it to update deals on the go, which helps me stay on top of things even when I’m out meeting clients.
Joshua Uwadiae, Founder, Famoso
