Customers are the heart of every business. Without a proper customer relationship management (CRM) system, your business can end up in shambles, which can happen when your sales process is still done manually.
If the sales process remains manual, it poses several risks. Firstly, tracking leads and stages becomes difficult, potentially leading to the loss of prospects due to poor management. Moreover, without streamlined customer interactions, sales may decline, resulting in reduced revenue.
With proper knowledge, marketing strategies, and data analytics, businesses can effectively manage and enhance their customer journey and market performance. However, selecting a suitable CRM software provider in the Philippines can be challenging.
The abundance of choices and numerous factors further amplify the confusion one might have. Based on Statista, the CRM Software market is projected to reach USD 116.50 million in 2024.
In this article, we will explore a comprehensive list of the best CRM systems for Philippines companies in hopes that you find the right one for your company. Let’s dive into the details and see how CRM software helps companies manage their customers.
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What is CRM Software and its Importance for Philippine Business?
CRM software is a management information system for managing relationships between businesses and customers from pre-sales to post-sales. The goal of CRM is to bring the relationship between customers and businesses closer.
In the Philippine business landscape, CRM software enables you to prioritize and manage your interactions with various individuals associated with your organization, be it customers, colleagues, or suppliers, across their entire engagement journey. From acquiring new customers to nurturing existing relationships and providing ongoing support, CRM facilitates seamless interaction management.
Using a CRM solution empowers your sales and marketing teams to monitor and analyze customer interactions. As a result, it optimizes the customer journey and enhances the overall experience at every touchpoint.
Good CRM software in the Philippines is not only capable of identifying prospects and managing customers but also helps companies develop strategies focused on customer relationship management. converting leads into loyal customers, and assisting sales in closing deals. They also aid management in monitoring sales forecasts and determining key performance indicators (KPIs).
Benefits of Using CRM Software
Implementing CRM software in your business in the Philippines has numerous benefits. First of all, it monitors and oversees all interactions and communications between your representatives and potential or existing customers. Additionally, it helps with identifying opportunities that may need further nurturing or follow-up, among other functions.
The other benefits of using CRM software include but are not limited to:
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.
Better sales performance
Implementing CRM software can significantly enhance sales performance. By streamlining customer data management, automating repetitive tasks, and providing insights into customer behavior, 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 software enables businesses to cultivate stronger customer relationships, drive higher conversion rates, and achieve greater overall sales success.
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.
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, ultimately fostering stronger relationships and enhancing customer loyalty.
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 accordingly to align with these projections.
12 Best CRM Software for Philippine Business
Choosing the right CRM software for your business can feel overwhelming given the multitude of options. If you’re struggling, we are here to help with a comprehensive CRM software list that is available in the Philippines.
In our guide, we offer 12 top CRM recommendations, considering factors such as features and user-friendliness. Perhaps you’ll find a solution that resonates with you as we explore which CRM software aligns best with your 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 numerous other industries. It provides significant assistance to businesses by streamlining tasks and making sure that all customer information is accurate and up-to-date.
HashMicro has aided well-known companies in Singapore and Indonesia in customer management through its extensive features and supportive customer services. Similarly, in the Philippines, HashMicro provides exceptional service to businesses across various industries.
With its comprehensive features, ranging from lead management, pipeline management, as well as 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, it is especially beneficial to optimize all end-to-end business aspects with this software.
Other than the standard CRM features, these are the key features:
- Lead age analysis: tracks and analyzes the duration it takes for a lead to progress through various stages of the sales process.
- 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.
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To fully understand how HashMicro CRM can elevate your business operations and customer relationship management, you can try the free demo. Discover how HashMicro CRM can streamline your business processes and enhance your customer engagement strategies.
2. Zoho CRM
Zoho CRM, developed by Zoho, is a cloud-based CRM platform designed to oversee sales, marketing, and customer support aspects in both business-to-business (B2B) and business-to-customer (B2C) engagement strategies.
This software is delivered as a service (SaaS), which is 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, such as 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
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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
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4. Hooman Design CRM
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 like 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 needing it.
Features:
- API integration
- Customer 360 view
- Knowledge management
- Workflow automation
- Sales managemen
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5. Salesmate
Salesmate is a cloud-based CRM software. It aids sales teams in managing customer management, deal tracking, and task management 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 enable seamless communication with customers 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
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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
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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
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8. Agile CRM
Agile CRM is recognized as a customer relationship management software for businesses. This platform prioritizes the integration of 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 gain access to a wide range of features, which can be 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
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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 particularly excels in its integration with Office 360 and Google Workspace.
Features:
- Email campaign management
- Lead management
- Marketing automation
- Pipeline management
- Mobile access
- Reporting and analytics
- Sales activity management
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10. Insightly
Insightly is a cloud-based tool for CRM and pipeline management, 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
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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
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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. All of these are within a social-style environment that includes 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
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How to Choose the Right CRM Software
When you are selecting a CRM solution that is most suitable for your business in the Philippines, you need to carefully consider some factors before making a final decision. There are plenty of CRM software providers to pick from, each offering different features, functions, and pricing.
If you choose a tool that turns out to be unsuitable to your business needs, you end up wasting your time and money on it. In the end, 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:
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:
- User-friendly interface: With an intuitive platform, you can start using the CRM immediately and navigate all the features with ease. 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 translates to lower costs on expensive support and resources, allowing you to dedicate more time to customer-focused activities.
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 allows you to predict your business’s revenue and growth.
- Pipeline analysis: With pipeline analysis, you will be able to accurately see your prospects in the pipeline, as well as spot any bottlenecks.
- Advanced analytics: It offers historical data, ready-made dashboards, and collaboration tools, enabling you to gather actionable insights.
Team productivity features
Good CRM software offers features to maximize team productivity. Other than making sure the team achieves their targets, it also helps in streamlining repetitive tasks. As a result, the team can focus more on improving their 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.
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.
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, you can optimize your customer management and sales. Additionally, our software provides insights into your business performance, enabling you to take a step ahead of your competitors.
If you want to know more about our CRM software, you can register for our free demo, or reach out to our team.
