Top Rated CRM and Project Management Software


Are you ready to grow your business?

A case study by pardot revealed that efficient management, communication and automation can increase productivity and sales 4x.

Whether you’re a big or small business owner, you want to make more money.

But more importantly, you want to build a system that helps you work smarter, and not harder. If that’s true, then you might want to consider getting CRM and project management software – i.e. all-in-one software solution.

However, trying to get the best technology tools for your business online, either through Google search or by clicking an ad will not get you there – because most of the reviews you’ll read are biased.

The best approach is to ask someone who currently uses a customer relationship management solution to guide you. Or better yet, you can simply try one of the tools out there, since 96% of them come with free trial.

At the end of the trial period, if you’re not satisfied, you can just back out and pay nothing.

Focus is the key to business growth

Forbes’ author advised that you should focus on what works, and forget the rest if you want to see your business grow. How true?

Customer relationship is an integral part of building a sustainable business, because without the customer, you can’t increase your bottom line.

This means that when looking to buy or try any CRM and project management software, one of the key features you should focus on is ‘efficient customer dashboard.’

A lot of times, I see business entrepreneurs choose software tools just because of what they read somewhere, not because of the goal they want to achieve. But that should form the basis of selecting any small business solutions.

Whatever step you take should be geared towards helping you manage customers, your team as well as automate sales and follow up on prospective customers in order to build social engagement with them.

Infusionsoft CRM with project management

A great way to take your customer relationship to the next level is to get your team on-board. Your team needs to be aware of the customers you currently have, and what must be done to attract more qualified customers.

Infusionsoft is the CRM that has given our small business a lift. The software enables you to sync with major technology apps out there: Getresponse, MailChimp, Aweber, FreshBooks, Gmail, Outlook, Maven Analytics and Zapier.

These features give you the added benefit to import contacts from any of those platforms and efficiently use them to grow your business.

As a top rated CRM and project management software, infusionsoft will get your business organized.

It makes it possible to manage huge customer contacts, saves you time – in other words, you become productive. And the best is that it grows your sales through follow up emails (marketing automation).

Effective team player

The right project tool will make team management easy.

Project managers know that being an effective team player is one of the ways to stay afloat in this competitive business world.

Teaching, educating and keep your team abreast of new developments will not only bring about transparency in the organization, but it’d encourage unity and integrity. All of these would result in productivity and growth in your venture.

Your ability to organize and coordinate your team can only be made possible when the right project management software is in place. As I write this article, there are thousands of free & paid software the promises to aid your project, but can you trust them?

Well, the choice is yours. But if I were you, I’d focus on the end user, what it’d mean for them to be able to get my products easily.

What’s next?

Before I round off this article, did you know that most project and CRM software are complicated?

This means that you’ll not find one easy to use. This situation has caused a lot of entrepreneurs to give up on software solutions. But you don’t have to.

Infusionsoft has helpful videos and instructional materials for you. If you ever run into muddy waters when you start using the small business CRM software, just let me know and I’ll guide you like a friend.