Secure crm software

You can create a contact with whatever email provider you use. There are minimal app integrations, which might be a significant limitation, depending on your needs. The app sends out notifications by SMS or email, but not in-app, which feels a bit retro. Zoho CRM provides a small business-friendly platform with a simple user interface, customizable modules, pragmatic automation, and social media features. The platform will allow you to build up and define specific workflow, manage leads, and start rationalizing day-to-day operations.

Zoho has no email tracking or individual lead notifications, which might be a problem if one-on-one, long-term engagement with specific users is integral to your business. UI can be a bit laggy. Paying for Zoho add-on modules to give the CRM more mileage can shoot up operational costs quickly. The free version lacks mass emailing features and overall the CRM has pretty limited customizability.

This is especially handy for companies with distributed offices and remote workforces. While they have paid-for versions, their free option is more than just a temporary trial offer for companies up to two users, so budding businesses and solo entrepreneurial ventures can use the CRM without watching the calendar.

It allows for unlimited contacts and up to MBs of document storage. The free version includes many of the core features including sales automation and customer service. Free users will be able to access distinct management tools for both contacts, which updates in real time all relevant info and related tasks for contacts, vendors and suppliers; and leads, which aims to convert contacts into eventual sales. RSS also does reporting their own way, dividing up the action in two parts.

Generating reports is probably more complex than it needs to be. Opportunities system can be a bit clunky to use. Email marketing could be better; the email templates are fairly basic. The platform provides multi-channel listening, aggregating contact info from across all your customer touchpoints. Track contact activity, web activity, email response, open and click rates, and more. Zapier, SendGrid, Mailgun, Xero, and Mandrill integrations allow you to connect your CRM with your other business processes and further streamline your operations.

Could use more native integrations with third-party apps. Email template options are limited in number and simplistic in style. Learn more. Capsule works to bump not just your customer relationships, but all your business relationships, to the next level.

And this it does ever so simply, with a clean user interface and zero learning curve. Rather than piling on extended features, Capsule quite simply hones in on being really good at managing daily work. It also makes it easy to find key information—contact lists can be imported from Gmail, Outlook, and your CSV spreadsheet and database files.

The Professional version features Zapier, G Suite, Zendesk, Twitter, and Mailchimp integration, helping you collect information and capture leads from across your apps. The free plan is capped at contacts, so you may find yourself suddenly hitting a glass ceiling and having to commit to a paid plan. The sales automation features manage your pipeline and help win more successful conversions.

It also offers very detailed analytics and reporting. Teams with more than 5 people will need to take a more expensive plan. HubSpot is one of the biggest vendors out there up there with Salesforce , and they offer a free CRM for unlimited users with basic features. The free HubSpot CRM allows you to assign and track leads, manage the sales process, manage workflows for better management, and record customer interactions across every channel in one place.

It also has pretty comprehensive email marketing, as well as inbound marketing tools the latter is quite useful for getting search engine hits for blog posts. The platform works with G Suite and Microsoft Office, making implementation and data syncing seamless. Integration with Zapier facilitates easy information sharing and task management across apps like Google Sheets, Facebook Lead Ads, Slack, and more.

The non-free, paid add-on packages for HubSpot CRM boost data storage, generate more sophisticated reports, and incorporate new AI and advanced automation tech. Customizability is limited, which might make the CRM hard for certain niche small businesses to tweak and meaningfully implement. Based on a number of users, Bitrix24 is one of the most popular free CRM in the world. Features-wise, it provides largely the same range as paid plans, albeit scaled-down.

Everything you need is there: pipeline management, lead management, sales tracking, reporting, task automation, and more. The user interface helps make Bitrix24 easy to use the Kanban view is especially good. The app can lag sometimes. Streak provides a fully integrated Gmail CRM built into your inbox. Piggybacking off this familiar everyday software tool, the app makes CRM adoption easy for new users. The free version of Streak, intended for personal use i.

Email templates allow you to personalize emails and send them out at high volume, a far more effective alternative to generic mass-blast email marketing. Email tracking gives you a heads up on who read your email, and where on earth they read it thanks to a handy map view , as well as how many times. There are two ways that CRM can do this:. Data Privacy laws require businesses to state-defined purposes for the collection of data and information.

Each purpose must be clearly stated and evidenced with a legal basis - the reason can be one or more of the following:. Anytime data is stored, businesses must be able to prove the legal basis under which they obtained this information. CRM can assist in the management of this by recording the detailing of consent per person.

This can be shown as the person's name, the reason for storing their data, how you captured their data, and finally, who has stored or updated had access to the information. As well as consent, GDPR privacy laws stipulate that contacts have the right to opt-out of receiving future marketing communications from your business and must be given the correct opportunities to do so. Most CRM providers will offer a feature that allows customers to opt-in and out but also choose the type of information they wish to receive from your company; this could be blog updates or product discounts.

Not only does this give your subscribers control over what and how they want to hear from you, but it also automatically provides you with segmented lists for your email marketing. Segmented lists can help you create efficiently targeted email campaigns based on your subscriber's interests, which is every marketer's dream. GDPR laws states that any customer who might wish to have their personal data removed without delay has the right to.

Because of this, CRM tools support centralized databases that allow you to identify and remove any customer record without the worry of a duplicative record accidentally cropping up in the future. The best CRMs in the market are designed to handle complex safety features that are required to keep data safe. This includes features such as regular updates, multilevel security, data encryption, and anti-hacking tools.

These features are integral to keeping your business compliant with protection security standards and will support the prevention of data breaches. At this point, any databases you have will be compliant with the data privacy laws you are subject to. You will know what kind of personal information you store, the source of this data, and your purpose for storing it. In order to keep up with this, you will need a system that is proficient enough to provide you with the tools to maintain this data.

CRM systems can do this via bulk updates. Bulk updates are an efficient way of organizing and tidying up your database compared to the alternative, time-consuming one by one update of each record.

Best of all, you can organize and update using set selections such as source, date, and the legal basis. The law isn't going to come crashing through your door as you're reading this guide, but now would be a good time to address the systems you have in place and update how your customers' data is handled. Rather than having to assign controls user by user, our software allows you to segment users by groups based on different security levels.

Using these pre-defined groups, you can outline what reports they see and what data they have access to, saving you time and energy and making your solution as secure as possible. Simply choose between our Sales or Enterprise packages and our award-winning CRM software comes complete with everything you need. Plus unlimited phone, email and chat support. Absolutely no hidden fees or extra charges. Start Your Free Trial. Inspiring companies to grow through Information. We are an award-winning, leading developer of ERP and CRM software solutions along with comprehensive implementation and support services.