Which CRM is Best for User Experience?

Marketing / 16 Jun 2022

Finding a user-friendly Customer Relationship Management (CRM) platform could be vital to amplifying the success of your business.

Whether you’re running a small business or managing a larger sales team, this marketing tool can help you keep track of the vast amounts of customer data coming at you so you can focus on what you’re good at – driving your business forward.

By choosing a platform that is intuitive, clear, and makes user experience a priority, you can ensure all team members can use these advanced data tools with ease.

For this reason, we’ll be focusing specifically on user experience in this blog and looking at how intuitive, easy to use and simple the interface is. Then we’ll finish up with a quick look at mobile accessibility before giving you our verdict on the best CRM software out there.

HubSpot CRM

HubSpot is the market leader – and general purveyor of world domination –  in all things inbound marketing, sales and customer service. You’ve almost certainly stumbled upon it when looking for resources on digital marketing, SEO content writing and sales.

But did you know that it also offers a user-friendly, highly intuitive and free CRM platform with unlimited users and data plus the ability to collect one million contacts? When we said world domination, we really meant it.

This isn’t one of those free platforms that sounds fantastic yet only offers basic tools in the package, either.

Sign up, and you’ll get access to a wide range of industry-standard features, including task management, email tracking and engagement notifications, email templates and scheduling, document sharing, live chat, and much more.

Pretty much everything you need to get those customers engaged and drive more revenue without adding extra stress or hassle to your working day.

If you still want more, you have the option to upgrade to their premium Sales Hub products for extra features that can transform the success of your business.

Is HubSpot easy to learn?

As you’d expect from the award-winning HubSpot platform, the CRM software is highly user-friendly, even if you’re a complete beginner.

The visual dashboard is intuitive and designed to make your life easier from day one. It doesn’t matter if your tech skills aren’t at mastery level just yet – you can get started with the HubSpot CRM without feeling overwhelmed with details or hiring a professional.

What’s the mobile app like?

You can turn to the HubSpot app when you’re on the go but still need to stay on top of your goals.

Offering the same functionality as the web version, you can use it to create tasks and reminders and reach all your contacts whenever you need to. You’ll also get a detailed activity feed, quick email access and a live chat.

This means you can effortlessly collaborate with your team and adapt to the ever-changing needs of your business, even when you’re on the road. Did we mention that the app is also totally free?

If you’re looking for combined power and scalability for your copywriting agency, HubSpot could be the best CRM software for you.

Salesforce

Salesforce is one of the best-known CRM software platforms on the market. It can help you streamline your marketing, sales, commerce, customer service, and IT teams to collaborate effectively, no matter where in the world they are.

This cloud-based software makes it easier to keep your customers happy, close more deals and generate extra revenue to scale your business.

With tons of features, including B2B automation, eCommerce, analytics and third-party integrations, it’s great for larger businesses who need more customisations or have the tech skills needed to make the most of the platform. Even smaller companies such as a copywriting agency, solopreneurs or sales teams can benefit if they are willing to learn as they go.

Although it does offer a free trial, you’ll need to pay for the full version.

Is Salesforce easy to learn?

Yep, the Salesforce CRM platform is easy to use – if you know what you’re doing. You can log in from anywhere, view and update customer details, and instantly collaborate with your colleagues.

Having said that, the huge number of features it offers means that it can feel complicated and isn’t the best option for beginners just dipping their toes into CRM systems. You’ll also need to opt for one of the more expensive plans if you want to benefit from 24/7 expert support, although the online peer community and training tools could help.

Nevertheless, Salesforce is powerful, offers tons of customisations and marketing tools, and it’s easy to scale or add products. This makes it the best CRM software choice for the more tech-minded. But if you want to keep it simple, HubSpot or Zoho might be a better choice.

What’s the mobile app like?

The Salesforce mobile app combines a host of powerful features that have been tailored for a seamless transition between web and mobile. This includes an AI analytics tool called Einstein Analytics that can help you spot and make the most of opportunities as they happen.

But there’s not only a powerful CRM app that you can take advantage of. You can also get access to a whole host of useful tools such as Salesforce Inbox, Quip and Wave Analytics to help you enhance your productivity and make sure that prospective customers don’t slip through your fingers.

Pipedrive

Pipedrive was the first CRM software system, created for salespeople by salespeople. Launched back in 2010, it focuses intensely on user experience and ease of use to ensure that everyone can benefit from these powerful, modern platforms that drive success.

What’s great about the Pipeline CRM is that you can get started in just a few minutes, even if you’re a complete newbie. Just use the intuitive drag and drop system and let Pipeline help you focus on what counts.

You can also use their easy analytics tools, create as many custom pipelines as you want, and make the most of their built-in calendar and easy scheduling system. They even offer fast and friendly support if you need a helping hand.

The only downside is that you will have to pay to use the Pipeline CRM platform, but it’s fairly affordable and straightforward.

Is Pipedrive easy to learn?

Absolutely. Because they’ve designed it to be as intuitive and user-friendly as possible, you’ll hit the ground running when you use Pipedrive.

You’ll be able to streamline your operations, communicate with other team members and meet your customers’ needs more efficiently without needing months or years of training or experience.

What’s the mobile app like?

As you’d expect, the Pipeline mobile app is sleek, user friendly, and helps you stay on top of your performance without needing to fight your way through the details. Available for Android and iOS, it helps you stay organised and drive your business forward wherever you are.

One of the best things about it is that it integrates effectively with tools like Gmail, WhatsApp, Google Maps and Outlook to minimise the learning curve even further.

Zoho

Named Editor’s Choice by PC Mag and used by hundreds of thousands of businesses worldwide, Zoho has claimed one of the top spots for best CRM software platforms. With its easy-to-use dashboard and wealth of time-saving tools, it’s an excellent choice for both pros and newbies.

With the basic plan, you’ll get unlimited pipelines and dashboards, workflow automation and email marketing, which many similar CRMs lack. This means you can tackle any task with ease, whether it’s content writing, customer service, or closing that sale.

If you’re looking to optimise your lead capture and management, are running a small or medium-sized business, or want to benefit from extra features to make the most of your sales opportunities, Zoho could be the best CRM software for you.

Is Zoho easy to learn?

You bet. Zoho is relatively straightforward to learn, but it’s packed with marketing tools, integrations, and information. This means that it isn’t as simple as it could be and can take more time to master than CRMs like Pipedrive.

However, we believe that it’s worth the effort – you can customise the welcome screen the way you want and organise the platform according to what you think is most important. This is key with CRMs. You don’t want to fight your way through features that you don’t want to use.

What’s the mobile app like?

You’re bound to be impressed by the Zoho CRM mobile app. Clean, seamless and designed for speed, it gives you the same basic functionality as the web version in an easy-to-use format. You’ll be able to stay up to date, keep track of your customers, access information, schedule follow-ups, and much more, even when you’re not in the office.

So what’s the verdict?

When you’re trying to push for your sales goals and drive customer engagement, you need to have the best CRM software at your fingertips. This doesn’t only include the features they offer your business but also their usability, how easy they are to learn and whether they actually give you what you need.

If you’re looking for optimal user experience and running a small business or don’t yet have tech skills, we suggest you opt for HubSpot or Pipedrive. If you’re lucky enough to know what you’re doing already, or you’re looking for that bit extra from your CRM software platform, Salesforce could be a better option. 

Providing copywriting services to an ever-expanding client base, we know how important CRM is to our business. Do your research and you’ll find the best CRM software platform for you, too.