Expand Your Business Capabilities

12 Steps: How to Use a CRM System

Effective Business Management: A Step-by-Step Guide

Expand Your Business Capabilities

1

LP-CRM

LP-CRM: a powerful CRM for product business, e-commerce, and services. Automate sales, manage clients, and increase efficiency. Easily integrates, scales, and adapts to your needs. The ideal tool for growing your business!

Implementation Benefits

  • Convenient management. Systematize all your customer data and interactions in one place.
  • Sales growth. Track every stage of the deal and increase conversion.
  • Team efficiency. Organize teamwork and task distribution among employees.
  • Data analytics. Make informed decisions based on current reports and metrics.

Functional Capabilities

  • Easy CRM adoption
  • Effective sales management
  • LP-CRM: Your assistant
  • Optimization for e-commerce
  • Service and support
LP-CRM
2

Odoo CRM

Odoo CRM - is a powerful module within the Odoo ERP system that optimizes your sales. Easily manage contacts, deals, forecast revenue, and improve customer relationships. Integrates with other business processes for comprehensive management.

Implementation Benefits

  • Integration with ERP. Seamless integration with other Odoo modules for complete business control.
  • Single database. All customer and deal data in one place for efficient management.
  • Scalability. The system grows with your business, adapting to new challenges.
  • Flexibility of settings. Personalize the module to the unique needs of your company.

Functional Capabilities

  • CRM advisor
  • Odoo CRM: ERP module
  • Simply about CRM
  • Odoo CRM implementation
  • Working with clients
Odoo CRM
3

Agile CRM

Agile CRM is a powerful solution that unifies your sales, marketing, and service in one intuitive interface. Optimize team performance, enhance customer engagement, and boost business efficiency with Agile CRM.

Implementation Benefits

  • Integration. Integrates sales, marketing, and service into a single interface.
  • Unified Space. All data and communications in one place for convenience.
  • Centralization. Reduces time spent searching for information and coordinating.
  • Efficiency. Optimize team performance for better results.

Functional Capabilities

  • CRM system for business
  • Sales, marketing, service
  • Customer interaction management
  • Simplicity and efficiency
  • Agile CRM: your assistant
Agile CRM
4

Pipedrive

Pipedrive: A CRM system focused on helping your sales team close deals effectively. Thanks to an intuitive visual pipeline, you always see where each deal is and can focus on what's most important.

Implementation Benefits

  • Deal visualization. Track the progress of each deal on an intuitive visual board.
  • Sales growth. Optimize your customer workflow for maximum conversion.
  • Effective management. Systematize team work and control all sales stages.
  • Ease of use. An intuitive interface allows you to quickly get started and increase productivity.

Functional Capabilities

  • Easy to learn CRM
  • Visualize deals
  • Increase sales
  • Pipedrive for you
  • Maximum conversion
Pipedrive
5

Bitrix24

Bitrix24: a powerful all-in-one CRM and workspace for effective sales, contact center automation, and project management. Optimize business processes and increase team productivity.

Implementation Benefits

  • One space. Sales, service, and project management in one place.
  • Team efficiency. Centralize communications and tasks for cohesive work.
  • Sales growth. Systematize customer interactions and increase conversion.
  • Business analytics. Get a clear view of results and plan for development.

Functional Capabilities

  • CRM: guide
  • Bitrix24: comprehensive solution
  • CRM training
  • Productivity with Bitrix24
  • Effective sales with CRM
Bitrix24
6

Creatio (Sales)

Creatio (Sales) - low-code CRM/CRM platform with powerful process automation. Ideal for optimizing sales and customer service. Create unique solutions without code!

Implementation Benefits

  • Platform flexibility. Customize Creatio to your unique business needs without complex coding.
  • Customer management. Centralize all customer information for effective interaction.
  • Process automation. Optimize workflows, increasing team productivity.
  • Rapid development. Build your own solutions and integrations with an intuitive low-code interface.

Functional Capabilities

  • CRM training
  • Creatio: CRM leader
  • Optimize business
  • No-code processes
  • Your CRM expert
Creatio (Sales)
7

SuiteCRM

SuiteCRM: A powerful open-source CRM for businesses of any size. Flexible customization to your needs, management of sales, marketing, and service. Intuitive interface and free core for effective customer engagement.

Implementation Benefits

  • SuiteCRM Flexibility. Perfectly adapts to your unique business needs thanks to open source code.
  • Free of charge.. Powerful functionality without additional license costs.
  • Enhanced capabilities. Integrate with other services for full control.
  • Customization. Customize the interface and functionality to your own requests.

Functional Capabilities

  • CRM System: Guide
  • SuiteCRM: Freedom
  • CRM: Efficiency
  • SuiteCRM: Flexibility
  • CRM: Business Management
SuiteCRM
8

SalesDrive

SalesDrive: CRM for online stores. Automate sales, integrate marketplaces, delivery, payments, and warehouse. Grow effectively with SalesDrive!

Implementation Benefits

  • Single platform. Manage all online store operations from one place, from orders to shipments.
  • Integration with marketplaces. Expand your sales reach by synchronizing products and orders with popular platforms.
  • Report automation. Get analytics quickly and easily, make data-driven decisions.
  • User-friendly interface. Easy system adoption for a quick sales start.

Functional Capabilities

  • CRM for business
  • CRM Training
  • SalesDrive CRM
  • Online stores
  • CRM Integrations
SalesDrive
9

Freshworks CRM (Freshsales)

Freshworks CRM (Freshsales) is a powerful CRM system that integrates telephony, email, and an AI assistant to optimize sales. It will help automate processes, improve customer communication, and effectively manage your business.

Implementation Benefits

  • Built-in telephony. Make calls directly from the CRM, saving all data.
  • Email integration. Manage customer communication in one place.
  • AI assistant. Get smart suggestions and automate routine tasks.
  • All-in-one. Combines telephony, email, and AI for complete control.

Functional Capabilities

  • CRM for business
  • Ease of use
  • Customer support
  • AI assistant
  • Built-in telephony
Freshworks CRM (Freshsales)
10

Apptivo

Apptivo: a comprehensive solution for small and medium-sized businesses! Our suite of business applications with a CRM core will help you effectively manage sales, clients, and operations. Optimize your work and increase profits with Apptivo!

Implementation Benefits

  • Convenient client management. Easily track client interactions and data.
  • Unified data center. Keep all business information in one place.
  • Easy integration. Easily combines with your other tools.
  • Increased productivity. Optimize workflows and achieve better results.

Functional Capabilities

  • CRM guides
  • Apptivo: CRM for SMB
  • Business automation
  • Effective CRM
  • Apptivo: everything for business
Apptivo
11

NetHunt CRM

NetHunt CRM is a CRM in Gmail that will help you manage leads, build sales funnels, and automate workflows directly from your inbox. Organize customer interactions without leaving Gmail!

Implementation Benefits

  • Manage from Gmail. All CRM functions are available right in your inbox.
  • Sales growth. Effectively track leads and manage deals.
  • Time saving. Automate routine tasks for maximum productivity.
  • Simple interface. An intuitive system that does not require long training.

Functional Capabilities

  • Learn CRM
  • Manage leads
  • Sales funnels
  • Automation
  • NetHunt CRM
NetHunt CRM
12

Insightly

Insightly: a comprehensive CRM for SMBs. Combines project management and integrations, simplifying team operations. Effective for small and medium businesses seeking to optimize processes and increase productivity. An ideal solution for comprehensive business management.

Implementation Benefits

  • Customer Management. All about your customers in one place, improving interaction.
  • Project Planning. Effectively manage tasks and deadlines for successful completion.
  • Integrations. Combine Insightly with other services for seamless operation.
  • Reporting. Analyze data for informed decisions and growth.

Functional Capabilities

  • Learn CRM
  • Insightly: CRM for SMB
  • Projects + CRM
  • Integrations for Business
  • Manage Successfully
Insightly

Comparative Analysis

# Work System Who are Our Clients System Components Free Access Price from
1LP-CRMProduct business, e-commerce, servicesSales automation, client management, efficiency improvementFree version up to 50 orders per monthfrom $9/month
2Odoo CRMsmall, medium businessContact management, deals, revenue forecastingOne App Free (CRM free of charge)from €24.90/month per user
3Agile CRMSmall, medium businessSales, marketing, serviceFree plan (up to 10 users)from $8.99/mo per user
4PipedriveSmall, medium business, salesVisual pipeline, deal management, sales focus14-day trialfrom $14.90/mo per user
5Bitrix24Small, medium businessCRM, communications, automationFree planfrom $61/mo (5 users)
6Creatio (Sales)Sales, service, businessSales optimization, process automation, low-codeFree trial accessprice on request
7SuiteCRMsmall, medium, large businessFlexibility, scalability, open-sourceOpen Source Software (Free)from $0/mo (self-hosted)
8SalesDriveOnline stores, marketplaces, e-commerceSales automation, integrations, growth14-day trialfrom 349 UAH/month
9Freshworks CRM (Freshsales)Small and medium businesses, sales departmentsTelephony, Email, AI assistantFree planfrom $9/mo per user
10ApptivoSmall and medium-sized businesses, company owners, managersCRM, sales, operationsFree trialfrom $15/month per user (annual billing) or $20/month monthly
11NetHunt CRMSmall businesses, sales teams, startupsLead management, sales funnels, workflow automation14-day trialfrom $24/mo per user
12InsightlySmall business, medium business, startupsProject management, integrations, optimization14-day trialfrom $29/month per user

Information Section

Start by defining business goals and needs.
Fill in the client's details: name, phone, email, company.
All records of calls, meetings, and emails are stored in the counterparty's card.
Use the Kanban board or deal list to visualize progress.
Yes, set up triggers for automatic actions: sending an email, creating a task.