Top 3 CRM systems for small businesses in the UK

Choosing the right CRM or customer relationship management software can enable business owners to conveniently keep track of all correspondence and develop connections with their prospects and customers. This article presents a list of top CRM software in the UK for small businesses.

Keeping track of your interactions with customers or potential customers (leads) using spreadsheets and registers can quickly get tiresome. Depending on their business needs and desired results, small to mid-sized enterprises (SMEs) may choose the right CRM system for their small business on the basis of various factors like cost-effectiveness, functionality, usability, or scalability. The top CRM software programmes link with practically every facet of your company, assisting you in keeping track of client contacts, streamlining procedures, and boosting sales, along with many other benefits of CRM software.

This article offers a curated list of the top three CRM software SMEs can use to build customer relationships. The tools are listed in alphabetical order. The following criteria guided our selection of these software (the detailed methodology is at the end of the article):

1. Have an overall rating of at least 4.5/5 stars by users
2. Have at least 30 user reviews between October 2020 and October 2022
3. Meet the market definition of customer relationship management software
4. Are either headquartered in the UK or have a local domain

1. Capsule

• Overall rating – 4.5/5
• Value for money – 4.6/5
• Functionality – 4.3/5
• Ease of use – 4.6/5
• Customer support- 4.5/5

Capsule is a cloud-based CRM that enables SMEs to keep track of the individuals and companies, as well as their interactions in the sales funnel. Using Capsule’s sales pipeline, users can view a list of all sales prospects, together with their value and which stage they are inside the pipeline. In the pipeline dashboard, users can view forecasts, conversion rates, and sales pipeline milestones. Additionally, Capsule offers a ticket management feature to aid staff in responding to customer service issues.

Users can view various types of reports in Capsule, like sales analytics, activity reporting, and advanced sales report. All these reports can be exported and filtered on the basis of time periods, prospects, users or teams. The CRM allows users to search the contacts to find any text or phrase within notes, emails or any other place. Moreover, users can also attach relevant documents to the CRM, add the social network profiles of contact, and import contacts to Capture from a spreadsheet, CSV and more. The CRM also offers various third-party integrations and more information on their pricing can be found on their website.

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2.

Gold-Vision

• Overall rating – 4.7/5
• Value for money – 4.5/5
• Functionality – 4.5/5
• Ease of use – 4.5/5
• Customer support- 4.8/5

Gold-Vision CRM is a CRM with features like sales automation, customisable dashboards and lead & pipeline management, among other features. Using Gold Vision, users can customise their dashboards to add the widgets they require the most and use frequently. Moreover, users can also customise the menu option to create their own icons for a better CRM navigation experience. Using this CRM’s contact management, users can manage contact accounts, attach specific tasks with contacts, and track interaction with the contacts.

Lead management and scoring are included in the sales features, wherein leads are automatically assessed depending on consumer interest. Additionally, users may check integrated website metrics and select pre-defined scores. Other features include consolidated prospect and customer data storage that is accessible from a desktop or mobile devices. The tool also offers marketing automation which can analyse sales and marketing data to send targeted campaigns. Other features offered by Gold Vision CRM include sales forecasting, touchpoint scoring, appointment scheduling etc. The CRM offers various third-party integrations and more information on the pricing plan is available on their website. 

3.

OpenCRM

• Overall rating – 4.7/5
• Value for money – 4.8/5
• Functionality – 4.6/5
• Ease of use – 4.6/5
• Customer support – 4.9/5

OpenCRM is a cloud-based CRM which can run on desktop, mobile devices and tablets. This tool allows businesses to keep track of numbers using digital analytics, manage marketing campaigns and use the reporting and dashboard feature to get an overview of the contacts. Moreover, a dedicated team of consultants offers virtual training to new users to make understanding the software easier for them. Moreover, OpenCRM can also help businesses in managing operational tasks relating to helpdesk, sales, inventories, contacts, and email marketing. 

There are many CRM applications offered by this tool that can be used by businesses to manage task statuses and time spent on them, as well as to report on the team’s progress on various projects. Individual job views can be created by managers who can also delegate responsibilities to workers. OpenCRM, keep users up-to-date with to-dos and provides insight into events on the calendar. Moreover, OpenCRM comes with an automatic emailing feature that enables sales teams to plan communications with their contacts and leads in advance. The tool offers third-party integrations and more information on their pricing plan can be found on their website.