5 Popular CRMs For BrokersAccording to Epsilon, 80% of clients are more likely to make a purchase when brands offer personalized experiences. Remembering small details about your clients’ lives, reaching out to them at the right time and keeping track of their unique wants and needs can make the difference between a decent client experience and an excellent one. Most customer relationship management (CRM) systems allow brokers to do all of this and more with ease. Imagine having innovative software that manages the interactions you have with each of your clients and how it could improve your business. Some of the most successful brokers are utilizing CRMs for email marketing, task management and pipeline management, and they’re seeing positive results.
We put together 5 popular CRMs that brokers can use to up their relationship management game.
InsightlyMost of Insightly’s features run standard with what you’d expect from any CRM. Lead routing, task management and the ability to send mass emails via Mailchimp are some examples. One feature that stands out from the crowd is Insightly’s relationship linking function. It takes new client information and compares it to the contacts already in your database. This gives brokers the ability to see how their clients and potential clients are connected, making it easier to identify new leads.
Pricing: Starting at $29/user/month, free trial
HubSpotHubSpot has all the CRM essentials: lead generation, email marketing, pipeline management, deal tracking and more. The best part? It’s free – until you upgrade. Hubspot’s free version has a lot of great functions, but as you upgrade, you have access to features like form management, content creation tools and adaptive testing. With multiple options for upgrades, your HubSpot CRM is a great option that can grow with your business.
Pricing: $0 – $3,200+/month
MailchimpAs mentioned previously, Mailchimp can be integrated to work in tandem with certain CRMs. But what many don’t realize is that Mailchimp can be used as a standalone CRM as well. It has all the basic CRM features, including customer data management, email marketing and targeted ads. An additional perk for choosing Mailchimp is the 24/7 access to email and chat support – an important benefit whenever you have questions.
Pricing: $0 – $299+/month
ZohoZoho offers many of the features you find with most CRMs: email insights, web forms and workflow management. What sets Zoho apart is its Zia Voice – an AI-driven sales assistant built into the platform. Zia mines data to provide you with metrics, sales predictions and answers to a multitude of questions you may have about your business. She can even take notes and set meetings for you.
Pricing: $0 – $50/user/month
ActiveCampaignActiveCampaign is another option that has the basic features of a CRM, like email marketing and task management. Where it differs is its application of machine learning, where computers rely on patterns to analyze data without being given the explicit task to do so. This is incorporated into its win probability and predictive sending features. Win probability allows you to redirect your resources to clients with a high probability of closing. Predictive sending analyzes the individual contact’s typical time for opening emails and schedules sending around these optimal time frames so the client is more likely to see what you send.
Pricing: $9 – $229/month
The more clients you have, the more difficult it is to manage their needs on your own. CRMs can take a lot of that responsibility off your shoulders, giving you time to do what you do best: help your clients secure the right loans and grow your business. With the great variety of CRMs on the market, you’re sure to find one that helps you personalize your clients’ experiences and manage relationships like a pro.