CRM and project management tool
- Full name
- Choose one that will meet the introduction’s objectives
- Make sure it costs money and can be used in the future.
- Select one that can be integrated with existing systems
- Choose an easy-to-use one
- Your company should choose a suitable implementation format
- Choose one that offers good support
Choose one that will meet the introduction’s objectives
Choosing a CRM tool that meets your company’s implementation objectives is the most important factor. If your internal sales force is experiencing issues or each salesperson manages customer information separately, we recommend choosing a CRM tool that can be integrated with SFA.
Make sure it costs money and can be used in the future
It is important to choose CRM tools that have a cost that can be utilized continuously since CRM tools will be used continuously for a long time. Check both the installation costs as well as the monthly costs that will occur each month in order to do this.
When choosing a system based solely on the initial cost, you should be careful, as it may end up costing you more than you expected after installation.
Select one that can be integrated with existing systems
Integrating your CRM tool with your existing system is also important when choosing a CRM tool. It will take effort to register the same information twice in each system if existing systems cannot be linked, resulting in inefficient data management.
We recommend that you check your existing in-house system’s compatibility with your CRM tool before implementing it.
Choose an easy-to-use one
It is important to choose a CRM tool that is easy to use for the people who will be using it.
CRM tools can be tested for operability through free trials and demos. The tool must be tried out, its operability must be verified, and its usability must be confirmed.
Your company should choose a suitable implementation format
It is important to choose an implementation format that is appropriate for your company when implementing a CRM tool. CRM tools can be implemented in two ways: on-premises or in the cloud.
CRM tools available over the Internet are cloud-based, which have the advantage of being low-cost and not requiring a server installation. The downside is that it becomes hard to customize it according to your company’s needs.
In the on-premise style, you build and operate the tool environment in-house, and you can customize it to suit your company’s needs. In contrast, implementation costs and implementation periods tend to be longer.
Choose one that offers good support
Check whether a CRM tool has a good support system before choosing it. On-site personnel may have many questions shortly after implementing a CRM tool.
Your main business may suffer if your employees respond to inquiries on their own, so it is beneficial to hire a specialized support desk. You should check in advance whether there will be any charges, the scope of support, and the response date and time.
10 Recommended CRM Tools Comparison
The following are 10 CRM tools we recommend, including CRM tools that offer free plans and CRM tools that are simple and easy to use.
Tool Name | Introduction Form | Initial Cost | Monthly Cost |
---|---|---|---|
Zoho | Cloud type | 0 $ | From 118 $ |
Hubspot | Cloud type | 0 $ | From 15 $ |
GENIEE SFA/CRM | Cloud type | 0 $ | From 210 $ |
Synergy! | Cloud type | From 830 $ | From 105 $ |
GEOCRM | Cloud type | From 350 $ | From 127 $ |
e-sales manager | Cloud type | 0 $ | From 77 $ |
Knowledge Suite | Cloud type | 0 $ | From 70 $ |
Mazrica | Cloud type | 0 $ | From 194 $ |
Sansan | Cloud type | Inquiry required | Inquiry required |
MOTENASU | Cloud type | 0 $ | From 210 $ |
2 CRM tools with free plans
In the first part of this article, we will introduce two CRM tools that offer free plans.
Zoho
Zoho CRM is one of the CRM tools provided by Zoho. Its main features are its integration with external services (such as G Suite and Outlook) and its intuitive and easy-to-use interface.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
Zoho | 0 $ | ok | Cloud type | From 118 $ | https://www.zoho.com/ |
For companies that place an emphasis on screen UI and tool integration, Zoho CRM is a good choice.
HubspotÂ
Hubspot CRM is an online customer relationship management tool developed by Hubspot, a US-based company. You can register 1 million contacts for free and the number of users is unlimited.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
Hubspot | 0 $ | ok | Cloud type | From 15 $ | https://www.hubspot.com/ |
Free trials of Hubspot CRM are recommended for companies who want to try out various features.
3 simple and easy-to-use CRM tools
In the next section, we’ll introduce three simple CRM tools.
GENIEE SFA/CRM
GENIEE SFA/CRM is a CRM tool provided by Geniee Co., Ltd. A simple screen design and the ability to start in a short period of time, on average 1 to 2 months, are its main advantages.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
GENIEE | 0 $ | ok | Cloud type | From 210 $ | https://chikyu.net/ |
A simple-to-use CRM tool is recommended for companies that want to quickly implement GENIEE SFA/CRM.
Synergy!
Synergy! is a CRM tool provided by Synergy Marketing Co., Ltd. In addition to the flexibility of introducing only the functions you need, the usability is continually improved through user testing.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
Synergy | From 830 $ | ok | Cloud type | From 105 $ | https://www.synergy-marketing.co.jp/cloud/synergy/ |
Synergy! It is recommended for companies that value user-friendly UIs and functionality flexibility.
GEOCRM
GEOCRM is a CRM tool provided by Bluetech Co., Ltd. Its main features are its mobile compatibility and the way segmented customers are displayed on the map using different colors.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
GEOCRM | From 350 $ | ok | Cloud type | From 127 $ | https://www.bluetec.co.jp/geocrm/ |
When conducting sales visits via mobile devices, companies should consider GEOCRM as a way to collect and update customer data in real time.
3 CRM tools equipped with SFA functions
The next step is to introduce three CRM tools that support SFA.
e-sales manager
eSales Manager is a CRM tool provided by Softbrain Co., Ltd. In addition to having a comprehensive support system, it has a rich track record of implementation.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
e-sales | 0 $ | ok | Cloud type | From 77 $ | https://www.e-sales.jp/ |
For companies that want to emphasize implementation performance and comprehensive support, e-Sales Manager is a good option.
Knowledge Suite
Knowledge Suite is a CRM tool provided by Bluetech Co., Ltd. The main advantages are that it is functionally integrated with SFA and groupware, etc., and that it supports unlimited users.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
Knowledge Suite | 0 $ | ok | Cloud type | From 70 $ | https://www.bluetec.co.jp/knowledgesuite/ |
For companies with a large number of employees, Knowledge Suite is recommended.
Mazrica Sales
Mazrica Sales is a CRM tool provided by Mazrica Co., Ltd. A project board that can be checked intuitively and risk analysis of sales projects are the main features.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
Mazrica | 0 $ | ok | Cloud type | From 194 $ | https://product-senses.mazrica.com/ |
For companies that want to analyze risks and make recommendations based on AI, Mazrica Sales is recommended.
Two CRM tools equipped with MA tool functions
Two CRM tools with MA features are introduced here.
Sansan
Sansan is a CRM tool provided by Sansan Co., Ltd. Among its features are the ability to manage customer contact information centrally, as well as the ability to scan business cards using a smartphone.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
Sansan | Inquiry required | ok | Cloud type | Inquiry required | https://www.sansan.com/ |
Sansan is recommended for companies with many opportunities to exchange business cards with customers.
MOTENASU
MOTENASU is a CRM tool provided by FID Co., Ltd. Among the main features are the ability to choose the registration form for customer information, as well as the ability to incorporate DM sending into the distribution process.
Tool Name | Initial cost | Free trial | Introduction form | Monthly cost | Official site |
---|---|---|---|---|---|
Sansan | 0 $ | ok | Cloud type | From 210 $ | https://motenasu.info/ |
For companies that want to customize their customer registration forms flexibly, MOTENASU is recommended.
Summary
Managing and strengthening customer relationships is made easier with CRM tools. By managing and analyzing customer information, automatically delivering emails, and improving business efficiency, CRM tools can contribute to business success. Although the costs of implementation and operation are high, the process takes time to spread within a company.
Consider the purpose of your company’s introduction and the ease of integration with existing systems when choosing a CRM tool. You will also need to consider ease of use, cost, and support system since you will be using it for a long time.
Referring to this time’s recommended CRM tools, let’s find the best CRM tool for your company.