Characteristics of the Best Sales CRM Software

Characteristics of a sales CRM system determine how well the CRM will gel up with your organization, giving you smooth business operations that you are looking for.  In order for a sales CRM system to integrate with your organization, it must have the following characteristics.

Set up and Integration of Sales CRM System

To call it as a best Sales CRM System, the first feature you must look for is how easy is it to set up the software and how compatible is the software integration with your business. The ease of acquiring the software and using it will allow you to have a flexible hand in adjusting it according to your business. Not just that it saves time and any other extra expenses that must be spent on set up. Also, the ease of migrating the existing data into your new sales CRM platform also plays a major role.

Number of modules in Sales CRM System

All the required features that are suitable for your business must be present on the CRM platform you are willing to invest in. A good RM system will have all the features that your business requires for today, and the features that you might need in case you plan to expand your business in the near future. Therefore, make sure that you go through all the available features of the sales CRM software before you deploy it in your business.

Ease of usage and Data Security of the best Sales CRM System

A CRM software to be called as the best should be easy to use.  There is no use of investing in expensive software if your employees fail to use it effectively. The usage and functionality of the software must be simple. Also, it should be easy to access the data as and when required. The data must be stored securely on the server of the vendor. There must be options to restrict or allow access to the employees whenever required. This is one of the features the best CRM software solution must-have.

Why does Free Business Software always fail to deliver the best quality ?

“Quality is never an accident. It is always the result of intelligent effort”  said John Ruskin, and there it goes, nobody sells a quality product for free.  There is always a price that you need t pay to get qualified product or service. In the same way a free CRM Software will never provide you with the best service.

Drawbacks of a free CRM Small Business Software are:

Missing Features: This is one of the obvious compromises that you must make. You would end up not finding at least the one main feature you definitely need for your business. you might say it is just one, but then the quality has already been reduced here. You need that feature to have a tight bonding with your customers and you do not have it!!

Security of the data: Yes. It is a free tool. The provider does not really care about the security of your data. There is no one to blame for data theft or corruption that might happen during business operations. You will just have to lose it. Losing the data apparently deteriorates the quality of the service you provide to your customer. This might be a bigger threat to your business as well because this can result in losing loyal customers.

Ease of usage: Most of the free CRM solutions available online have a complex design. The design being complex it makes it difficult for the employees to understand the software easily. It would not be very handy for the employees.

Limited usage: Most of the software that is free is a trial version. You would always find a much-advanced version with many added features for a paid version of the software. This a sign that the free version delivers a much lesser quality.

The outdated module features: It is reported by many reviewers who used the free CRM systems that the templates that these platforms provide are out of style. They are less attractive and as it is available free online that does not give any unique appeal to their customers.

Other issues with free software for small business

Period of access: the free versions of many software available online are for a limited period. You will have to purchase an advanced version after the completion of the trial period. Hence, it can be understood that a good crm application is available for free only for a short duration.

Many users: As it is a free open source software, there might be many users using it simultaneously and nobody managing the software. This might cause lag in the processes.

Less flexible: A free CRM Software like HubSpot would not allow users to include multiple contact details like two mail ids to a single contact or merge two companies in the crm system database. This is just one such example, there would be many such flexibility issues with the free crm systems. These glitches are a part of the quality drawbacks of free CRM solutions.

CRM Integration: This is one of the most important drawbacks of a free CRM program. It would be difficult to integrate this software into your business as there will be no room for customization. A general CRM must always be customized up to a certain level to make it work for your business. Unfortunately, free CRM will never allow you to do that.

Set up: A free CRM always needs not be compatible with the devices that you have implemented in your firm. There would be absolutely no way to run the software without incurring any setup costs. There you go, it’s not completely free!! Is that the only cost? Just go back to the previous points in the section. The list gives you all the reasons to say a big NO! for free CRM software.

In a nutshell, this is what the reviewers of these free CRM solutions have to say. The employees need technical expertise to work with most of the free CRM platforms, less flexibility, limited features, lack of room for customization, security threat, and integration as the major reasons why Free CRM Software always fails to deliver the best quality.

What is ERP System for small Business Software Tool?

Benefits of Small Business management Software

A Business Management Software Suite is a complete combined solution of various applications and products that will help you manage the different areas of business like people, finance, operations, sales, etc. Different types of Business Management Tools include Invoicing, Asset Management, CRM, Database software, Word processing programs, etc. The Small Business management software reduces the cost of operations and simplifies the business processes. It is a flexible business solution as per the changing requirements of your business. It will also allow you to review the critical business information in real-time.

Advantages of best invoice Software for small Business management software

The Business Management application System is a set of specialized tools for strategic planning and tactical implementation of company policies, practices, guidelines, processes and procedures that are used in the development, deployment and execution of business plans and strategies and all associated  management  activities. Small Business Management software provides a foundation for successful implementation of both strategic and tactical business decisions regarding current activities, processes, procedures and tasks for the purpose of meeting existing goals and objectives of a profit organization and satisfying customer needs and expectations.

What are the qualities of best invoice Software for small Business management software?

Best Business management Software System

Every company possesses a system-of-business for the management and maintenance of activities. You work in a systematic way that helps to deliver products or services desirably. If you want to be a better businessman you need to create an ideal business system. It took a long time to understand why a business in the same market does better than other businesses of same kind. Small Business management software states that it was better marketing, or access to capital. But it was not. It was simply that one business had products that better suited customer needs. The best product always gains most market share and makes the biggest profits.

Flexible ERP System for small Business

If your business relates to survive in the marketplace it needs to grow and evolve in a planned way to become a system. To dominate the prospective market the business system needs to produce products and services that suit customers’ needs. Small Business management software will need a methodology to manage and evolve your business system and its products. That methodology is your quality management system. You use a quality management Software system to learn where, and to understand how, to change your business management Software system into one which makes products that deliver better outcomes for customers.

How do you choose the Best CRM Software & CRM Tool ?

We always look for a product that is simple, easy to use, affordable, does the intended work quickly, and is easy to repair.

So, now let’s imply these aspects to find you the best software for small business.

The Best Software for Small Business should have:

  1. Simple design:

The design of the CRM system must be easy to understand and use. If it is simple, the working of the software is understood easily. This helps in detecting the errors quickly that occur during the usage of the software and taking quick action to rectify it.

  1. Ease of Usage

Here, you must consider two main things, first the ease of CRM integration into your business. This is important as you do not want to buy new equipment and devices to install and use the software, which might be expensive and not affordable by small businesses. Second, the ease of how the software is being used. When we consider small businesses, the workforce mostly consists of the employees with a fair understanding of tech. Therefore, it is important to choose software that is simple in its design and allows its users to perform the tasks without difficulty.

  1. Affordable Pricing

The third aspect of the list is the price. The price that you are paying for the CRM software should not be your first priority in choosing the software. That is because a good product comes with a price. Investing in good CRM software will fetch you good results in the long term. Also, choosing a software with a fixed price is the best. It would become more expensive if the cost of software grows with the increased leads.

  1. Quick functioning

The software should provide the services and help to carry on the tasks as quickly as possible. This happens only when the data is organized and is easily accessible. There should not be any lag in the processes carried out by the CRM tool. A simple design flow can help in quick processing of the data.

Other features of Best Software for Small Business

  1. Good customer Support

If there is a problem faced by the users, it should be easily rectifiable. If the problem gets complicated, then the software provider must be approachable for speedy customer service.

  1. Reduce Manual Work

CRM software is intended to reduce the amount of manual work required to be carried out. CRM software should perform most of the tasks with the help of automation.

  1. Good CRM Modules

A good CRM application will provide you with the required modules that suit your business. Yes, to see great progress using CRM software you have to adopt that is customized for your business. For example, a travel agency and a saloon might have some features in common but their businesses are entirely unrelated. Therefore, a CRM software designed for a saloon might not be very much useful for a travel agency. Look for the CRM software which is designed for your business.

  1. Data Safety

Data is the new oil. The main and very useful function of any crm software is that it stores critical information about your clients and leads. Data theft can be one of the major concerns. Choose the software from a provider who assures you with the strongest safety tools used.

These are some of the tips for you to select the best suitable CRM software for your small business.

What is a Quoting software?

Quoting Software is an online solution that is used for creating quotations for clients. Online quoting software includes designing and automating the process of quotation management. It aims to improve the efficiency in the process of generating quotations, emailing those quotations and making revisions, and maintaining billing and shipping information. 

Why do you need a Quoting Program?

Creating manual quotations can be a bit tedious. Creating 100s of quotations in a day, with accurate details, for a ton of customers with appropriate items can be tiresome. After that, you need to send those quotations through the mail, which incurs some more cost. You also run the risk of losing them in the process of mailing. 

To address these issues, and to make your life easy when it comes to quotations, inji Software provides you with free quotations. The crm platform helps you create professional quotations in a jiffy. All you need to enter is the items required by the customer. You get to create unlimited quotations, and the CRM tools offer you customization, where you can customize the quotations as per the requirements of your business. Add the logo of your company and add the terms & conditions per your needs. The quotations can be signed by the customers electronically.   

Automize the quotation management with Quoting Program

Converting the quotations to the invoices is a job that can be done in a jiffy with this CRM system. It can be done with a single mouse click. Not only does this software help you create the quotations, but it makes the whole task of order management easy for the entire company. As you can send the quotations, you can also send reminders to the customers to approve or reject these quotations, in order to make the task quick and hassle-free. If the quotation is rejected by the customer, then you can make amendments to the same quotation. These revisions are saved in the CRM database so that you can revisit these quotes whenever you want to. Also, it becomes easy for you to check the customer’s previous quotations to make the new one quickly as per the needs of the customers. These quotations support multiple currencies (about 180 currencies). All you need to do is change the currency and the amount changes on its own so that you don’t have to fret over changing the amount invoiced.

What is Sales CRM Software? 


Sales CRM Software is a simple tool that helps you connect with your customers effortlessly. It eases your way of doing business. Sales CRM Software is all about managing your clients in a way that the sales cycle is optimized along with increasing the sales revenue.

How does Sales CRM System help you?

These are the questions that you are bothered from. Right? Why do I need a Sales CRM software when I can manage my business and maintain a good relationship with my customers without it? Well, the work done without technical assistance can become unorganized. Even if you have an organized system it would need huge storage and maintenance. It would also be difficult to explain this to all your employees and to work it out with a new employee would be much more difficult. A sales CRM system tackles all these painful issues in a simpler manner. The key is automation. Automatic client information updating and organizing facilities the software provides will reduce the stress on you and your employees. Its functioning is easy to understand and learn, training your existing and new employees becomes a piece of cake.

Sales CRM System and You

 Not just that a sales CRM system is very useful in making the sales team more productive. It helps you in generating leads from your website, landing pages, and social media portals. Not only does it help you with leads generation, but also helps you with lead follow-ups. The status of the leads generated is available to all the employees. Making a new sale through current customers is easy as you have already built a relationship with them. This simple sales CRM system facilitates your communication with the customers and also stores the interaction data, helping you provide personalized services to the customer. This helps in providing extraordinary customer experience which helps in retaining the customers.

Functions of Small Business management Software

inji Software: best invoice Software for small Business management software

inji Software proves to be the best small business management software software for all kinds of businesses. The business management application along with taking care of your day to day business activities, provides the best invoicing solution to your business. It creates stunning invoices along with the reports in a couple of clicks within a few minutes that are in accordance with your business needs. This helps you save great deal of time in creating invoices and mailing them to the customers. It has 100+ templates for the best possible invoices which can be customized as per your requirement. You can add the creative logo of your company and add fields that you would require. You can also send the invoices directly through email. If required, it also provides you with the option to download the invoice in pdf format and take a print out. 

Tools for ERP system for small Business management software

inji Software is a collaboration hub that helps teams plan, track and deliver their projects all in one tool. It makes workloads clear for both teams and their clients benefiting the business easily. You can now assign and fully customize tasks, and tie them to milestones for automated tracking. Manage, edit, and share documents and files while discussing the edits via organized team chat or project discussions. Small Business management Software provides a solution to connect your all cloud applications easily. By using this tool you will be able to automate marketing sales, payments, or any business processes quickly. It will help you to create simple automation as well as complex workflows very easily.

How Quoting Software helps your business?

Apart from automating the entire quotation management system, a quotation software helps a business in many ways. 

Quoting Program for your Business

Cloud Quoting Software assists with utilizing a standard statement group so you can make proficient looking, far-reaching, and nitty-gritty statements that customers will cherish. You can likewise alter your layout and make it considerably progressively proficient by including your organization letterhead or logo. There are many value quote layouts accessible. Since the quotation system is in your CRM, you have all the information related to your customer in your system, like Business name, Address, Phone number, Fax number (if applicable), Email address, Contact Name, and title. You can also add the details of your organization in the same quotation.

Track quotations with Quoting Program

Bookkeeping programming consequently produces a statement number for you, adding additions of one to each new cite. In any case, you ought to have the option to alter the statement number on the off chance that you like. In case you’re utilizing a format in Word or such, you can begin with “1” and go from that point.  The date of issue is also included in the quotation. The date of issue is significant on the grounds that statements are typically restricted time offers. You will likely need to include: “Legitimate for 30 days.” Or you can expand or diminish the course of events, as wanted. Include the items or potential benefits you’re citing as details. Incorporate a depiction of the things just as amounts, item number, unit cost, and all-out the cost per thing (if relevant). You can likewise split the items and administrations as per distinctive undertaking stages. The software also helps you in adding the terms and conditions, specific to your organization, in the quotation. 

Why does a small business need Small Business Software ?

Are you trying to push away the idea of investing in a CRM or customer relationship management software? Are you just tired of hearing the suggestions to invest in CRM software and nobody says why you actually need it?

Do not hurry your decision for either of the questions above. Do not let your competitor scare you. Now that you are here, you are about to clear the chaos in your mind as to whether or not to invest in customer management software.

Let us see what makes the software for Small Business a star.

Data Storage

The software will store all the information regarding all your clients. Each and every detail about your client or the leads will be recorded into the CRM database. And that happens automatically whenever a lead is generated as the software is linked to the platform, where you are advertising yourself. These are the sources of lead generation. You will never face the problem of misplacing your client information.

Data organization

Sometimes the tough task starts after collecting the data. You have this huge information with you. but you re not sure of where to find a particular detail of one of your clients. Woo!! That’s sad. But, a CRM implementation makes this task very easy. The data is organized in a systematic way. Any information that you need can be accessed in seconds. With CRM features you can carry your business worry-free.

Report generation

You are always interested in knowing which sources are generating a reasonable number of leads and which are not. For this, if you are manually using excel and doing the analysis and generating the reports manually, it would be time-consuming and also may not be accurate. CRM software saves you all the time and resources and generates these reports automatically and regularly. Amazing!! The best buddy to have for your business. Aren’t you impressed? Am sure you are.

How does Software for Small Business help you?

Plan Ahead

You need to plan your business ahead of time when you want to grow. With CRM solutions you can plan your business processes for the time ahead across the teams. The insightful reports developed by your CRM Software will come very much handy for doing the planning.

Customer satisfaction

The ultimate goal of any business is to provide quality service to their beloved customers. You are constantly in contact with your customers through CRM Systems. These communications help you to build what your customer is looking for. You can always offer the right product to the right customer at the right time.

CRM for Sales:

With increasing sales and growth in business, the pressure on the sales team will also increase. You might need to increase the number of employees in your team to cater to the growing business. The expenses that you are going to incur in recruiting can be reduced by implementing a sales CRM software. A best and more economical way of tackling your business requirements is investing in a top CRM solution.

Employee co-ordination:

All the processes are recorded in CRM software. Every employee of the firm will be having access to the CRM system. This enables a free flow of information across the teams. Therefore, every employee will be aware of the status of the processes of the firm. Thus, a CRM software implementation will increase the co-ordination amongst employees.

There you go, now that you know what a good CRM solution implementation can do to your business, we hope that you are in a position to make your choice.