Looking for a HubSpot Alternative that can effortlessly handle your marketing, sales, customer support, and other tasks? It might be difficult to choose the best platform for your company because there are so many possibilities accessible. Popular all-in-one tool HubSpot is renowned for its potent enterprise CRM capabilities and straightforward user interface. But is it the greatest option for your commercial requirements? 

We’ll delve deeper into some of the best HubSpot alternatives for running and expanding your business in this blog. Read now to explore which platform is perfect for your business and how it can help you optimize your processes, boost productivity, and boost sales. 

So let’s go in and evaluate some of the top features that HubSpot alternatives must have so that SMBs consider it a great business tool.

Workflow Automation

SMBs implement enterprise CRM software to automate their tasks. HubSpot, as a  CRM software certainly offers that but make sure that the HubSpot alternatives that you choose, also offer the same features. Workflow automation simplifies work thoroughly. When choosing a software solution, prioritize those that allow you to establish customized rules and include sales force automation features to enhance productivity for you and your team.

With the use of automation, your chosen enterprise CRM software can automatically execute specific actions based on triggers or events. Here are some examples:

  1. Lead Routing: When a potential customer fills out a contact form on your website, the CRM software can intelligently direct the message to the appropriate sales representative or department, ensuring prompt attention and follow-up.
  2. Automated Responses: Upon receiving a message, your CRM software can instantly send a pre-set response to acknowledge the communication, saving time and ensuring a timely reply.
  3. Follow-up Automation: If a lead, prospect, or opportunity does not respond to your initial message or proposal, the CRM software can automatically trigger a follow-up message after a pre-defined interval, such as 48 hours or two business days. This helps nurture leads and maintain engagement.
  4. Communication Tracking: As your sales representatives make calls or send messages to contacts, the CRM software can automatically log these interactions, ensuring accurate record-keeping and providing a comprehensive history of communication for future reference.
  5. Performance Reporting: As sales representatives complete tasks, the CRM software can automatically generate reports and provide supervisors and upper management with real-time updates on individual and team performance, facilitating performance evaluations and informed decision-making.

Customization Capabilities

Before you choose an Enterprise CRM solution, keep in mind that your business is different from your competitors. You operate differently and hence your CRM system will also be different from what your peers are using. There’s no one-size-fits-all solution. Certain CRM solutions provide the flexibility to choose the features that suit your requirements. Additionally, they offer customization options for fundamental aspects, such as adding contact fields, selecting the data displayed on your dashboard, and generating custom reports. You need to make sure that the HubSpot alternatives you choose should be in line with the customization features you need – for example, you can do it by personalizing it with extensions, plugins, and other add-ons.

If you require a higher level of customization to truly tailor the software to your business, many CRM software providers offer advanced options through APIs. These APIs grant developers access to all the technical specifications and coding necessary for the complete customization of your software. By leveraging the API, you can seamlessly integrate the CRM software with your company’s existing business solutions, thus streamlining your processes.

Smart Integration Capabilities

Whatever HubSpot alternative you choose must come with exceptional third-party integration features. Most CRM programs offer third-party software integrations; the key is choosing one that’s compatible with the software you use and easy to implement. For instance, popular CRM software ConvergeHub is integrated with Quickbooks, the leading accounting Software. Users can easily connect with QuickBooks accounting software for running daily accounting tasks.

Here are a few things you can do with the right third-party integrations to make your life easier: 

  • Run CRM software straight from Outlook, Gmail or other email clients so you don’t have to keep switching between apps.
  • Automatically sync sales and order information with your POS system and accounting software to eliminate manual data entry.
  • Automatically build email lists and launch email marketing campaigns from either your email marketing software or CRM software so you don’t have to open both.
  • Backup and sync data with Dropbox, Box.com and other popular cloud backup storage services. 

Facilitates Customer Satisfaction

CRM software plays a vital role in acquiring and retaining customers through the provision of exceptional customer service. To empower your sales representatives and customer support team, look for the following capabilities:

  1. Comprehensive 360-degree customer view: Gain a holistic understanding of customers, starting from their initial point of contact, to effectively meet their needs.
  2. Automated tracking of all communications: Track every interaction, from lead acquisition to closed sales and maintain a record of sales histories for future reference.
  3. Logging of incidents and activities: Capture and store valuable information such as website visits, purchase histories, and other relevant activities, ensuring all representatives are well informed.
  4. Personalization with customer’s first name: Personalize all correspondence by addressing customers using their first names.
  5. Unique reference numbers: Assign distinct reference numbers to each account, and customer, and help issue for easy identification and organization.
  6. Automatic acknowledgement of inquiries: Send customers prompt acknowledgements for their inquiries and messages to demonstrate responsiveness.
  7. Support for premade email templates and call scripts: Streamline customer interactions by utilizing premade email templates and call scripts that address common questions and concerns.

Wrapping Up

CRM software can be a helpful tool for companies of all kinds, but it’s crucial to choose a platform that is really productive and can grow with your organization. Before making a purchase, make sure that the HubSpot alternatives you choose must come with the above-mentioned features. After all, these are the key features that your CRM software must have to offer you a business solution. There are plenty of HubSpot alternatives at this moment. Products like ConvergeHub, PipeDrive, and Method CRM and ruling the market these days.