Customers are the heart of every business, and without effective customer relationship management (CRM) software, managing them can be a struggle, especially if sales processes are manual. A manual approach risks losing leads and reducing sales due to untracked interactions and missed opportunities.
Businesses can improve customer engagement and boost performance with the right CRM tools. However, choosing the ideal CRM system in the Philippines can be challenging, given the options. This article explores top CRM systems to help you find the best fit for your business.
Some of the top CRM software options include Hashmicro, Zoho, HubSpot, Hooman Design, Salesmate, NOAH Business, Apptivo, Agile, Nimble, Insightly, EngageBay, and Bitrix 24. These tools are crafted to boost the operational efficiency of your business. Let’s delve deeper into how these CRM solutions facilitate effective customer management.
Table of Content
Content Lists
Key Takeaways
|
What is CRM Software?
CRM software, or Customer Relationship Management software, is a tool that helps businesses manage and improve their interactions with customers by organizing contact details and analyzing customer data. It streamlines sales and marketing and enhances customer satisfaction and retention.
In the Philippine business landscape, CRM software helps prioritize and manage interactions with various stakeholders—customers, colleagues, and suppliers—throughout their engagement journey. CRM tools enable efficient interaction management across the board, from acquiring new clients to nurturing existing relationships and providing ongoing support.
Effective CRM software in the Philippines identifies prospects, manages customer relationships, and supports strategic initiatives, converting leads into loyal clients. It also assists in monitoring sales forecasts and evaluating key performance indicators (KPIs).
Benefits of Using CRM Software in the Philippines
Implementing CRM software to your business in the Philippines offers many advantages. It tracks and manages all communications between your team and customers while identifying opportunities that need further attention or follow-up.
The other benefits of using CRM software include but are not limited to:
1. Centralized customer information
CRM consolidates customer information into a single database, readily available to relevant personnel within your company. For instance, the sales team can access customer preferences and interaction history across multiple companies, aiding in product interest assessment.
2. Better sales performance
Implementing CRM software can significantly enhance sales performance. By streamlining customer data management, automating repetitive tasks, and providing insights into customer behaviour, CRM empowers sales teams to work more efficiently and effectively.
With improved organization and accessibility of customer information, sales representatives can better understand customer needs, personalize interactions, and identify opportunities for upselling or cross-selling. Ultimately, CRM tools enable businesses to cultivate stronger customer relationships, drive higher conversion rates, and achieve greater overall sales success.
3. Higher productivity and efficiency
CRM software employs marketing automation technology to streamline tasks like drip campaigns. This frees up employees’ time for tasks that demand human attention, such as content creation. Furthermore, it ensures no tasks are overlooked. It guarantees that important emails reach the right recipients.
4. Improved customer retention
Using CRM improves customer retention by allowing businesses to track and analyze customer interactions, preferences, and feedback effectively. This enables personalized communication and timely support, fostering stronger relationships and enhancing customer loyalty.
5. Accurate sales forecast
By leveraging the automated sales reports within CRM software, you can identify key trends and gain insights into future sales cycle performance. This allows you to adjust your goals and metrics to align with these projections.
12 Best CRM Software Platforms in the Philippines 2024
Choosing the best CRM software for your business can feel overwhelming, but we’re here to help with a comprehensive guide to CRM tools available in the Philippines. In this guide, we offer 12 Best CRM Software Platforms in the Philippines 2024, carefully selected based on features and user-friendliness, to help you find the solution that best meets your business needs.
1. HashMicro CRM Software
HashMicro CRM software is a web-based solution tailored to businesses of all sizes and types, such as retail, consulting, real estate, and other industries. It provides significant assistance by streamlining tasks and ensuring all customer information is accurate and up-to-date.
To fully understand how HashMicro CRM can elevate your business operations and customer relationship management, you can try the free demo. Discover how the HashMicro CRM platform can streamline your business processes and enhance customer engagement strategies.
Through its extensive features and supportive customer services, HashMicro has aided well-known companies in Singapore and Indonesia in customer management. Similarly, HashMicro provides exceptional service to businesses across various industries in the Philippines.
With its comprehensive features, including lead and pipeline management, and strong reporting and analytics capabilities, HashMicro CRM tools are perfect for Philippine businesses seeking to boost their sales.
Moreover, HashMicro CRM software can integrate seamlessly with other modules needed for businesses, such as accounting, procurement, and inventory. Thus, optimising all end-to-end business aspects with this software is especially beneficial.
Other than the standard CRM features, these are HashMicro’s unique key features:
- Lead age analysis: tracks and analyzes the duration it takes for a lead to progress through various sales process stages.
- Leads scoring: assigns scores to leads depending on the likelihood of purchasing the products or services.
- Sales pipeline management: optimize sales processes efficiently.
- Revenue forecasting: plans and predicts revenues accurately.
- Multi-pricelist management: manages different pricelists at different branches efficiently.
- Upselling product: increase sales by recommending additional products or services to customers based on their history and preferences.
- Sales team management: manage the sales team’s performance for increased productivity.
- GPS tracking: track the sales team’s location to gain more insights into their performance.
| Pros | Cons |
|
|
You can also start considering the price calculation of HashMicro CRM software and immediately get smooth business operations with this vendor. click the banner below to find out your personalized price calculation!
2. Zoho CRM Software
Zoho CRM, developed by Zoho, is a cloud-based CRM platform designed to oversee sales, marketing, and customer support in business-to-business (B2B) and business-to-customer (B2C) engagement strategies.
This software is delivered as a service (SaaS), accessible through popular web browsers compatible with any operating system. Additionally, Zoho CRM software offers mobile applications for mobile devices. It equips users with fundamental CRM functionalities like email marketing, social CRM, marketing automation, and sales functions.
Features:
- Lead management
- Mobile access
- Deal management
- Contact management
- Workflow automation
- Omnichannel sales
- Reporting and analytics
| Pros | Cons |
|
|
3. HubSpot CRM Software
HubSpot is a CRM software provider in the Philippines, offering tailored solutions for businesses in diverse sectors. It partners with GetCre8ive to provide CRM solutions to Philippines businesses. Its platform is designed to streamline customer relationship management processes effectively.
HubSpot ensures smooth integration and optimal performance for clients. With a dedicated team, they aim to enhance customer satisfaction and support business growth through innovative CRM solutions.
Features:
- CRM Implementation
- CRM Migration
- Customer Marketing
- Email Marketing
- Knowledge Base Development
- Sales and Marketing Alignment
| Pros | Cons |
|
|
4. Hooman Design CRM Solution
Hooman Design Corporation is a digital experience provider in the Philippines. It is an agency aiming to provide accessible and affordable solutions for digital transformation, such as Web Design and Development, Learning Management Systems (LMS), and Enterprise Resource Planning (ERP). In addition to those solutions, it also provides CRM software for businesses that need it.
Features:
- API integration
- Customer 360 view
- Knowledge management
- Workflow automation
- Sales management
| Pros | Cons |
|
|
5. Salesmate CRM Tools
Salesmate is cloud-based CRM software. It aids sales teams in managing customers, deals, and tasks within a unified platform. Additionally, it encompasses functionalities such as contact management, deal tracking, task management, and integrated phone and email services.
Salesmate CRM aims to enhance the productivity and efficiency of sales teams by providing tools to monitor customer interactions, track deals, and manage tasks effectively. Furthermore, its built-in phone and email system enables seamless customer communication directly from the CRM platform.
Features:
- Appointment management
- Auto-dialer and auto-responders
- Campaign management
- Client management
- Email management
- Mobile access
- Lead management
- Reporting and analytics
| Pros | Cons |
|
|
6. NOAH Business CRM
Founded in 2006, NOAH Business Applications is a Philippine CRM company that aims to provide business applications, including Customer Relationship Management (CRM).
NOAH Business Application offers a suite of CRM software solutions designed to assist businesses in managing customer relationships effectively. With customizable features and user-friendly interfaces, NOAH aims to streamline sales, marketing, and customer service processes. The features help companies to make informed decisions and optimize their sales.
Features:
- Planning and budgeting
- Lead management
- Sales management
- Workflow automation
- Social media integration
- Notifications and alerts for schedule
| Pros | Cons |
|
|
7. Apptivo CRM Software
Founded in 2009, Apptivo is a cloud-based CRM software for customer service. It was launched to provide affordable and easy-to-use solutions for businesses of all sizes.
Apptivo’s cloud-based CRM software enables companies to attract, engage, and retain customers. It offers tools such as lead management, opportunity pipeline with intuitive dashboards, campaign management, and flexible workflow tools, including marketing automation.
Features:
- Email marketing
- Lead management
- Multi-channel communication
- Pipeline management
- Reporting and analytics
- Sales report
- Mobile access
- Workflow management
| Pros | Cons |
|
|
8. Agile CRM Solution
Agile CRM is recognized as a customer relationship management software for businesses. This platform prioritizes integrating sales, marketing, customer service, social media marketing, and other online channels into a centralized interface.
This approach aims to enhance customer engagement, optimize the customer lifetime cycle, and improve profitability. With Agile, users access a wide range of features, categorized into three main functions: Sales, Marketing, and Customer Service.
Features:
- Account management
- Behavior tracking
- Call center management
- Campaign management
- Lead management
- Mobile access
- Project planning/scheduling
| Pros | Cons |
|
|
9. Nimble CRM Software
Nimble is a CRM company headquartered in Santa Monica, California, established by Jon Ferrara, who also founded the CRM company Goldmine. In 2010, Nimble introduced its private beta version globally. Initially, it is a CRM solution integrating social media and collaboration features. However, now Nimble excels in integrating with Office 360 and Google Workspace.
Features:
- Email campaign management
- Lead management
- Marketing automation
- Pipeline management
- Mobile access
- Reporting and analytics
- Sales activity management
| Pros | Cons |
|
|
10. Insightly CRM Tools
Insightly is a cloud-based CRM and pipeline management tool facilitating seamless collaboration and remote work for teams. Users can streamline various pipelines, tasks, and workflows with different plan options available, catering to sales and marketing teams or general project management needs.
Insightly provides visually appealing charts on customizable dashboards, which enhance accessibility to necessary data and ensure quick comprehension.
Features:
- Workflow automation
- Sales lead tracking
- Sales pipeline and lead management
- Project and task management
- Product, price books, and quotes
- Mobile access
| Pros | Cons |
|
|
11. EngageBay CRM Software
EngageBay is an all-in-one tool for marketing, sales, support, and CRM, designed to help attract, engage, and convert website visitors into customers. This cloud-based platform lets businesses use marketing tools to build relationships with customers.
With its built-in CRM, companies can easily manage and track all activities across customers, leads, and deals as they move through pipelines. Moreover, EngageBay provides marketing features like automated email templates, customizable forms/popups, and social media engagement to generate leads.
Features:
- Contact management
- Task management
- Sales reporting
- Mobile access
- Email Broadcast
- Social media marketing
- Reporting and analytics
| Pros | Cons |
|
|
12. Bitrix24 CRM Software
Bitrix24 functions as a collaborative CRM tool, offering users a range of features, including CRM, document management, task, and project management. These are all within a social-style environment, including user profiles, liking, commenting, instant messaging, and content sharing.
Bitrix24 seeks to offer a practical solution for managing a company online, providing flexible and precise tools for tasks. The tasks mentioned include clocking in at the start of the day, processing sales, and generating reports.
Features:
-
-
- Marketing automation
- Leads management
- Quotes and invoices
- Custom forms
- Task management
- Mobile access
- Project management
-
| Pros | Cons |
|
|
13. Salesforce
Salesforce offers some of the most outstanding CRM features available in the global business arena.
Its platform includes robust Sales, Cloud, and Marketing systems, enhanced with comprehensive Analytics and Marketing services.
Additionally, Salesforce CRM is not only straightforward to implement and operate, but its user-friendly metrics, as highlighted by Salesforce Customer Success, demonstrate its remarkable effectivenes.
Features:
- Contact and Account Management
- Opportunity Management
- Report and Dashboard
- Lead Management
| Pros | Cons |
|
|
14. Creatio
Creatio CRM is an all-in-one sales and marketing platform equipped with numerous tools for campaign management and deal progression. It excels at organizing leads to simplify the sales process. However, its complexity can pose a challenge, and unlocking all features can be quite costly.
Features:
-
- Sales creatio
- Marketing creatio
- Service creatio
| Pros | Cons |
|
|
15. Monday sales CRM
Monday sales CRM enables business owners, sales teams, and RevOps to automate and oversee the entire sales cycle, from pre-sales to post-sales, by centralizing all customer data in one place.
Features:
-
- Sequences
- Email composition
- Activity tracking
- Mass emails
| Pros | Cons |
|
|
16. Pipedrive
Pipedrive is a cloud-based CRM tool specifically built for sales teams, emphasizing sales pipelines as its core feature. However, its learning curve may make it less ideal for some businesses. Explore whether it fits your needs in our in-depth Pipedrive review.
Features:
- Customization
- Ease of Use
- Chatbots
- Customization
| Pros | Cons |
|
|
17. Oracle NetSuite
Oracle NetSuite CRM, part of Oracle’s business software suite, is an excellent option for midsize and expanding businesses seeking a comprehensive CRM solution with integrated ERP functionality.
Features:
- Automated project planning to execution
- Invoice generation
- Making payments
- Report generation
- Expense tracking
| Pros | Cons |
|
|
How to Choose the Right CRM Software
When selecting a CRM solution most suitable for your business in the Philippines, you must carefully consider some factors before making a final decision. There are plenty of CRM software providers to choose from, each offering different features, functions, and pricing.
If you choose a tool unsuitable to your business needs, you waste your time and money on it. Ultimately, you will need to make the choice all over again. Therefore, make sure that you think seriously before choosing CRM software.
Here are several key factors to consider before choosing CRM tools:
1. Time-to-value
Investing time and resources into adopting and learning a new, complicated system isn’t beneficial for your business. You need a CRM solution that delivers fast time-to-value. With such a product, you’ll experience reduced ownership expenses and be able to quickly get started. A good CRM system should have the following:
- User-friendly interface: With an intuitive platform, you can start using the CRM immediately and easily navigate all the features. This results in less time spent on learning how the software works.
- Customization: An extensive range of pre-built integrations and robust APIs enable you to personalize the software according to your requirements. As a result, you don’t need to rely on costly external consultants. Therefore, this saves you both time and money.
- Easy administration: Minimal administration reduces the cost of expensive support and resources, allowing you to dedicate more time to customer-focused activities.
2. Robust reporting features
Choose CRM tools with comprehensive reporting and analytics to gain invaluable insights into your customers and business. This will aid you in improving your strategy, resulting in optimal customer relationship management.
- Accurate forecasting: This feature lets you predict your business’s revenue and growth.
- Pipeline analysis: With pipeline analysis, you can accurately see your prospects in the pipeline and spot any bottlenecks.
- Advanced analytics: It offers historical data, ready-made dashboards, and collaboration tools, enabling you to gather actionable insights.
4. Team productivity features
Good CRM software offers features to maximize team productivity. In addition to ensuring the team achieves its targets, it also helps streamline repetitive tasks. As a result, the team can focus more on improving customer relations instead of wasting time on repetitive tasks.
- Email integration: It improves efficiency with helpful tools like automatic tracking, alerts, and templates.
- Sales engagement tools: This feature helps build automated email sequences, complete with the recipient target lists.
- Smart contact lists: It aids the company in managing its contacts and ensuring that every contact is well taken care of.
5. Customer experience features
Your team can use specific features to enhance the customer experience, thereby strengthening customer relationships. Look for CRMs that provide features designed to streamline customer interactions and personalize engagements, ultimately fostering loyalty and long-term customer satisfaction.
- A centralized platform: This platform is useful for managing leads, contacts, and account information. All of the information can be accessed in one location.
- An app marketplace: A CRM tool must have this feature because it lets you connect with marketplace apps that you need to manage your business.
- A complete customer view: With a rounded, complete view of your customer data, you can provide better, personalized service to them.
7. Integration with other systems
Selecting a CRM with an open and adaptable platform is crucial as it considers your current investments and integrates seamlessly with your existing technology stack. By managing all your systems and customer data, you’ll achieve a comprehensive customer view and a more thorough understanding of your audience.
With highly customizable CRM software like HashMicro, your team members have access to all the necessary tools to perform their tasks efficiently in a single location. Additionally, it’s developer-friendly, simplifying the process of creating custom CRM applications or integrations quickly and effortlessly.
Conclusion
Managing your customers is a vital part of your business. But with the right CRM software, consolidating customer relationships and tracking sales are more effortless. Not only do you streamline tasks, but you also can significantly improve sales performance and revenue. Therefore, you should consider carefully when it comes to selecting suitable CRM tools for your business.
You might want to try HashMicro CRM Software. With complete and superior features, affordable prices, and strong integration capabilities, our software can help you optimize your customer management and sales. Additionally, our software provides insights into your business performance, enabling you to stay ahead of your competitors.
If you want to learn more about our CRM tool, register for our free demo or contact our team.
FAQ about CRM Software
-
What are the four basic types of CRM systems?
1. Operational CRM: This type focuses on automating and improving day-to-day business processes such as sales, marketing, and customer service to enhance efficiency and streamline operations.
2. Analytical CRM: Data analysis provides insights into customer behaviour and preferences, helping businesses make data-driven decisions and develop targeted strategies.
3. Collaborative CRM: Enhances communication and collaboration among various departments and stakeholders within a company to provide a unified approach to customer interactions.
4. Campaign Management CRM: Specializes in managing marketing campaigns by planning, executing, and analyzing campaign performance to optimize marketing efforts and reach target audiences effectively. -
How to use CRM for customer service?
CRM systems can be used for customer service by centralizing customer information and interaction history, enabling service representatives to provide personalized and efficient support. By tracking service requests, managing ticketing systems, and automating follow-ups, CRM helps ensure the timely resolution of customer issues and enhances overall satisfaction.
-
What are the three functions of CRM?
1. Sales Management: This role helps track and manage sales processes, monitor customer interactions, and streamline sales workflows to boost productivity and revenue.
2. Customer Service Management: Facilitates efficient handling of customer inquiries, complaints, and support requests, ensuring a high level of service and satisfaction.
3. Marketing Automation: Automates marketing tasks such as campaign management, lead generation, and customer segmentation, enabling targeted and effective marketing efforts.
