Best CRM systems available?

crm systems

As a freelancer, it is important to not only collect leads, but to track and trace the relationship plus conversation developing. To keep that relationship developing, customer relationship management (CRM) systems can help you achieve this.

Disclosure: Some of the links in this post are ‘affiliate links’. This means if you click on the link and purchase the item, I will receive an affiliate commission.

Looking for the simplest CRM systems available is looking for a tool that is easy to use and has all of the features you need in one place. All in one place as nobody enjoys having to integrate 10 systems to do one job.

 The CRM systems best placed for freelancers to collect, track, and trace your leads is PipeDrive. Here is my full review of PipeDrive.

crm systems

PipeDrive Review

PipeDrive is an excellent choice for freelance businesses as it was designed for the small business owner, not the large corporations. There are 4 features to this CRM system that you’ll love

Feature #1 Visual Sales Pipeline

crm systems

Pipedrive stands out with its unique ability to be more visual. Visual in showing you your communication and how the relationship with your clients is progressing.

Feature #2 Templates

No idea on how to do your email marketing campaign? These easy to use templates on Pipedrive will help you to make the email marketing campaign process simple to do.

Feature #3 Customizations

Pipedrive is fully customizable and you can add as many integrations as you want. All of the customizations available are the same as if you were buying higher priced crm systems.

Feature #4 Customer Service

crm systems

Customer service is important whenever you are buying a product, especially when you are buying software. Whenever I have needed to contact Pipedrive they have been prompt and friendly towards me.

Try out Pipedrive with this 14 day free trial by clicking here

Of course, in the real world not everything is 100% perfect and this is the big issue I found using PipeDrive for my freelance business.

PipeDrive Cons

The only real drawback PipeDrive has is that it doesn’t really grow with your freelance business. Although depending on how big you want your freelance business to grow is entirely down to you. But with using PipeDrive when you are a smaller freelance business, PipeDrive can help you to grow your freelance business.

If you are considering giving PipeDrive a shot, then you need to know its pricing model. More importantly, you need to know how to get it for free and what is in the free option. Check out the PipeDrive CRM systems pricing below for more information.

Pipedrive CRM pricing

Pipedrive has got 4 pricing strategies; essential, advanced, professional and enterprise. Although the essential pricing strategy is the cheapest, it does come with the pipedrive watermarks and I found quite restrictive in growing my freelancer business.

All of the pricing strategies comes with 150+ integrations, 24/7 support, and GDPR compliance. Though as a freelancer I found that the professional package was more suited to a freelancer business. Why? Pipedrive enabled me to grow my freelance business.

Try out Pipedrive with this 14 day free trial by clicking here

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