We’ve compared some of the leading CRM providers in the UK to help you pin down what’s really important to your business.
|Provider||Suitable for||Staging||Prices from||Integrations||Free trial period|
|Capsule||Small to medium sized businesses||Cloud based||Free (up to 2 users)||GSuite, Xero, Freshbooks, MailChimp, Signable & more||30 days|
|SugarCRM||Small, medium or large sized businesses||Onsite server or Cloud based||£30 per user per month (minimum 10 users)||Hewlett Packard Enterprise, IBM, InfoSys, ProV, TSystems, Wipro||7 days|
|Zoho||Small to medium sized businesses||Cloud based||Free (up to 10 users)||GSuite, Microsoft 365||15 days|
|Salesforce||Small, medium or large sized businesses||Cloud based||£20 per user per month (up to 5 users)||Salesforce App Exchange: 2500 apps||30 days|
|Microsoft Dynamics 365||Small, medium or large sized businesses||Cloud based||£30.20 per user/month||Microsoft partners||30 days|
Best CRM for Small Business / Start-ups / Sole traders: Capsule
Capsule offer a completely free package for sole traders or start-ups who are just getting things off the ground, which is worth noting when making your comparisons. The package can accommodate up to 2 users and will store up to 250 contacts and 10MB of data. The package is completely Cloud based and can be up and running in just a few minutes. It has the almost the same functionality as the paid version with unlimited cases and opportunities, contact Management, tasks, calendar, sales pipeline, customisation and the mobile app. However, it doesn’t include the premium integrations available with the paid version like Xero, FreshBooks, MailChimp and Wufoo. Plus this is not an introductory or time limited offer: it’s free forever.
Best for Mobile Functionality: SugarCRM
If your business requires that you and / or your staff are out of the office regularly then the mobile functionality of your CRM package needs to be a top consideration. SugarCRM are well known for their mobile app which would enable you to access all your customer information from any device. This includes meetings, follow up actions, sales history etc. The app also provides offline support where coverage is weak and enables you to pre-download all the information you’ll need for a meeting so you can prepare for possible network issues. Any changes you make to the app will be automatically synchronised when you’re back online. The SugarCRM mobile app is completely customisable to your branding and business priorities and has the highest standards of data protection and security.
Best for Social Media Integration: Zoho
Social media, used well, can be an essential weapon in your sales and customer management arsenal. Zoho CRM software is a leader in this area enabling you to engage with both existing and prospective customers via Google+, Facebook and Twitter. The user interface has a Social Tab which enables you to manage all channels easily. This means you can monitor how often your brand is mentioned and what is being said and, crucially, engage with the people behind the profiles. Being active on social media is no longer just about building brand awareness; when used correctly it can generate sales leads and increase your profits.
Best for Large Businesses: Salesforce
Salesforce is undeniably an industry leader in the world of CRM. They are also one of the most well established having been helping businesses of all sizes to improve their operations and increase profits since 1999. It is a one-stop-shop for CRM functionality and even offers programs specifically aimed at the financial sector. It’s one of the pricier options on the market, but in return you receive unsurpassed flexibility and support when it comes to growing your business.
Best for Customisation: Microsoft Dynamics 365
Microsoft is a technology giant and as such the sophistication of the technology involved in their CRM software is second to none. There are several packages available including the opportunity to select only the apps that matter to your business and the choice between full or light access for your users. The customisation of the program itself is also very impressive assuming you have the IT support to make the most of the technology.