5 Best CRM for B2C

So, you are in the market for a CRM that suits B2C companies.

Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you. 

If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers. So, that’ll be the “can’t go wrong” option. 

Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.

Enjoy the list!

What CRM would you recommend?

In short, It’s Monday.com CRM

It’s very well rounded, well priced, feature-rich with a large community of support and a very top-notch set of tutorials for every use case. You can’t go wrong with Monday.com. It’s the software we use with our clients at our ad agency.

“🚀Try Monday.com CRM For Free, It’s my favorite webinar software to use and recommend.” -Scott Max

Monday.com is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Monday.com has you covered for your: Service, Sales, CMS, Operations, and Marketing needs.

For more details, read our Monday.com Review.

The best CRM specifically for B2C

B2C businesses directly cater for the customer and emphasize user experience from a marketing perspective. They have to maintain personalized communication with clients through emails regarding offers or deals. A CRM that allows you to create templates, integrate social media sources, manage marketing strategies and analyze customer information will be the perfect fit for this category. Have a look at the products below to choose the best CRM for B2C:

1. Salesforce

Another tool to highlight is Salesforce, quite similar in the mechanics of employment to Pipedrive, is one of the most popular CRM programs, despite having a paid subscription, recommended for large companies but not so much for entrepreneurs or SMEs. It is a program that adapts perfectly to the size of your company, with a great usability adaptable to any device and with the possibility of using it anywhere you have a network.

Get Started with Salesforce🔥

Salesforce Features

Salesforce is a sales, marketing, and collaboration powerhouse that lets users accomplish business tasks and share ideas smartly. It was launched: in 1999 with the idea of helping organizations build long-lasting relationships with clients and providing a seamless transition to CRM software. Salesforce has since established itself as one of the most sought-after CRM tools due to its constant strive for innovation and philanthropic values.

Here are some features offered by Salesforce that can affect your business experience positively:

• Industry-focused services: Salesforce provides tailor-made CRM services for every business, irrespective of its niche or size. It is a multi-feature platform that allows every industry to benefit from its wide range of tools. Users can select their line of business to get recommendations on services or customize their own CRM plan.
• Salesforce Sustainability Cloud: Salesforce enables the inflow of your entire business data on a single platform, making it easier to accurately analyze your carbon footprint. In today’s age, when environmental awareness is more significant than ever, Salesforce Sustainability cloud lets you conceive a detailed plan to limit carbon emissions and provide a detailed report to the energy regulatory authorities.
• Slack Collaboration: Salesforce recently acquired Slack, and users can now integrate both platforms for secured communication and collaboration purposes. Slack has a unique interface that allows users to create distinct workflows for each task and automated responses to keep clients engaged till you assign a customer representative. Moreover, it brings different subsections of a business together and facilitates sharing of ideas.
• Workplace Command Centre: Salesforce tracks employee health and ensures their well-being during the pandemic; by carefully managing work hours. It builds a strong community where your company’s employees can connect with each other and resolve issues while you can dispatch resources faster.
• Lightning Platform: Salesforce provides an app development platform with the latest technologies like blockchain and AI. Users can handle every aspect of the process and customize a mobile application that empowers the company’s ecosystem. It’s an unequaled innovative experience that streamlines IT-related tasks and lets anyone contribute towards app development.
• AppExchange: Salesforce has an inbuilt marketplace where users can integrate the additional application to get a more customized experience. It amplifies your sales experience and browsing through several applications while using external tools within a unified platform for business purposes.

Salesforce Pricing

Salesforce has a multifunctional ecosystem where you can add services based on your requirements.

Sales Cloud’s “Essentials” plan is priced: at $25/month/user, “Professional” plan is priced at $75/month/user, “Enterprise” plan costs $150/month/user and “Unlimited” plan is worth $300/month/user.

Small businesses can get a generalized subscription to enjoy Salesforce and choose from the following packages:

The “Essentials” plan is priced: at $25/month/user and can be used; by up to 10 users.

The “Sales Professional” subscription is priced: at $75/month/user.

The “Service Professional” plan is priced: at $75/month/user.

The “Pardot Growth” plan is priced at $1250/month/user and offers automation capabilities for every business.

2. HubSpot

HubSpot is one of the best known CRM tools in the world, and one of the undisputed references in the field of inbound marketing. Hubspot’s CRM functionality allows you to manage all marketing and sales activities as you see fit. For example, it allows us to group by campaigns that generate detailed reports of metrics on the real return on investment in the entire conversion funnel experienced.

In addition, it is a complete CRM tool that is completely free of charge. 56,500 customers in more than 100 countries trust HubSpot for their growth.

Get Started with HubSpot🔥

Hubspot Features

Hubspot is a user-friendly CRM platform that provides advanced solutions with its robust marketing tools. It allows larger companies with complex workflows to perform efficiently and produce nifty results. Hubspot has five modules: Service, Sales, CMS, Operations, and Marketing, so you can include them in the package as per your business requirements.

Here are some impressive features available on Hubspot:

• SEO Tools: Hubspot is one of the few CRM services that provide SEO-related analysis for your website’s content. Once you integrate your business website with Hubspot, it automatically scans it and recommends better optimization. Alternatively, you can paste your website’s URL and get an SEO report.
• Content creation tools: You can create new blog posts for your website and edit the existing ones by simply integrating the website with CRM. Hubspot records all comments and edits made to the original content, so you are always in touch with the changes. Moreover, you can use the editor to start a new blog and add relevant images.
• CPQ Functionality: Every business needs to create quotations for products or services to assist sales reps in negotiations. Hubspot allows you to do it inside the CRM with its “Quotes Tool”. You can add unit price, discount offers, conditions, regulations terms, or any other information that will benefit the buyer and sales process.
• Campaigns Tools: Hubspot has several relevant automation tools that enable smooth interaction with clients and organize workflow. You can make posts on social media, send customized emails and run paid search campaigns to get leads on potential customers. It is one of a kind collection with all the necessary marketing tools and a great addition for larger businesses. 
• Contact Attribution Reporting: Hubspot can help your management team understand the latest trend related to customers’ sales processes and identify the sources that influenced their decision. You can customize the attribution parameters to get different insights into your business and recognize the market-making activities.
• Data Quality Automation: It allows you to automate properties like; time, date and add new automation to manage the incoming leads swiftly. Hubspot will follow all the pre-entered instructions and give a reminder every it finds a promising opportunity.

Hubspot Pricing

Hubspot offers you the option to create a customized subscription plan by adding the required services. Alternatively, you can choose from the existing bundles and get a general subscription. The “Starter” plan costs $45/month and offers fundamental marketing and sales features. The “Professional” plan starts at $1600/month with advanced marketing tools and customer service software. The “Enterprise” plan offers all available features of Hubspot and is priced: at $4000/ month, with the price set to go up to $5000/month From December 1, 2021.

3. Zoho CRM

Zoho CRM is a tool quite similar to Salesforce, integrated by different tools and functionalities that you can use according to the needs of your company. It has a number of free options and paid PRO versions, which you can evaluate according to your needs. One of its great advantages is that it can be integrated with a multitude of other tools that are not necessarily complementary to its use.

Get Started with ZohoCRM🔥

Zoho CRM Features

Zoho CRM is a robust software that fulfills all your business requirements, from closing the deal and managing company data to collaborating with your colleagues. It provides CRM solutions according to the niche and size of your organization for an ideal sales experience which makes it one of the most coveted CRM tools in the market. Zoho CRM thrives in solving unique business scenarios with a quick turnout time and produces compelling results.

Here’s a wide range of features offered by Zoho CRM:

• Canvas design studio: Every business has different requirements, so it’s weird why you should not be able to personalize your software experience. Zoho CRM allows users to makeover their homepage, tabs and menu bar with Canvas design studio. You can add aesthetic background to your CRM software and work efficiently by placing the frequently accessed; tabs on your homepage.
• Journey orchestration: Zoho CRM allows users; to create flowcharts that will determine the next step in the customer journey depending upon the response. Zoho Command Centre provides a unique interactive experience to potential clients and existing customers by analyzing the customer’s intentions.
• Omnichannel: Zoho CRM integrates all of your communications sources in one platform and smoothens proceedings with incoming leads. Moreover, you can hold web conferencing, set up service portals and live chat, collaborate with colleagues, and get real-time updates within the Omnichannel.
• Sales Enablement: Zoho CRM provides surfeit options for sales tools and lets you conduct every sales-related activity with comfort. It increases visibility into the client interactions and empowers your business portal by constantly adhering to the pre-entered commands. You can prioritize specific leads, get alerts regarding opportunities and build up a document library to assist the sales rep in negotiations.
• Performance management: Zoho CRM allows you to set targets for your employees to provide added motivation and track their performance with the SPM tool. You can also classify clients according to region, budget, and services required. Moreover, it lets you deal with multiple currencies and see exchange rates that can bolster your business.
• Developer platform: Zoho CRM’s developer platform helps you make custom solutions; for your business needs without much coding. You can integrate and unify your data from various applications, create automation, and run deluge codes to configure the CRM. It’s a perfect platform to help your developers get familiar with CRM services and build exciting products.

Zoho CRM Pricing

Zoho CRM offers subscription plans for every business, whether small, medium, or large.

The ” Standard” plan is priced: at ₹1300/month/user. It offers custom dashboards, multiple pipelines, and 1 canvas design creation.

The “Professional” plan is priced: at ₹2100/month/user. It offers SalesSignals, validation rules, and inventory management.

The “Enterprise” plan is priced: at ₹3000/month/user. It offers CommandCenter, a Multi-user portal, and advanced customization.

The “Ultimate” plan is priced: at ₹3200/month/user. It offers Enhanced feature limits, Zoho Analytics, and 25 customizable canvas designs.

Small businesses can opt for “Bigin” by Zoho, priced at ₹550/month/user.

There’s also a free edition of Zoho CRM which offers essential management tools.

4. Efficy

Efficy is a CRM solution that adapts to all the needs and size of each company. Its software allows you to grow and develop commercial activities in a structured manner through integrated actions such as: document management, customer relationship management, marketing campaign and contract management, sales staff management and motivation, and collaborative project management.

Get Started with Efficy🔥

Efficy features

Efficy provides CRM solutions for businesses looking to streamline the workflow and manage all client-related tasks on a single platform. Moreover, you can connect with your customers anytime through Efficy as it stores all leads in an organized manner. It gives a platform to employees where they can work together on tasks and update results in real-time.

Here are some integral features of Efficy:

• 360⁰ customer view: Efficy allows all employees to access centralized information at one place without any bias. Everyone must have permission to make changes when necessary to maintain efficient functionality. Efficy gives everyone a 360⁰ customer view so they can track details and proceed with negotiations without any delay.
• Product Catalogue: You can store product-related details on Efficy and assign a manager to follow up on any claims. Your clients can do business anytime, and a product catalog allows your sales team to view all the relevant information before making a sales pitch.
• Marketing Campaigns: Your company’s sales and marketing ventures affect each other directly. Efficy provides optimal collaboration between the employees from different sectors, so everyone is aware of the ongoing negotiations and directed campaigns. It ensures there’s no conflict of interest among your sales and marketing teams regarding possible business commitments.
• Segmentation: It is a perfect tool for developing individual communication with your clients and making them aware of new offers or products. Mass communication can only help to an extent; Segmentation allows you to target a criterion-based population and make a sales pitch accordingly. You can set access rights to avoid any confusion and enable smooth exchange with the customers.
• Gamified CRM: Efficy’s revolutionary feature deploys game-like strategies to reward the employees upon meeting specified targets. It boosts morale and builds up a healthy work environment for your business. You earn badges after completing the objectives and can view your progression to get an idea of your growth.
• Interaction log: Efficy’s CRM platform keeps a record of all customer interactions regardless of the medium. It’s crucial to know the context before moving to the negotiation stage as it shows sincerity towards the clients. You can add notes under each file as a pointer for other team members and easily reassign tasks.

Efficy Pricing

Efficy offers 4 subscription plans to choose from depending upon your business requirements and client network. The “Starter” plan is priced: at 20€/month for 1 user with the minimum users being 2, The “SMB” plan costs 40€/ month per user with a minimum of 5 users, The “Enterprise” plan requires at least 5 users too and is priced: at 60€/month, and the “Corporate” package is priced at 80€/month starting with a minimum of 10 users. You can choose a suitable subscription to match your client interactions.

5. Microsoft Dynamics

Microsoft Dynamics is perfect software for connecting clients, products, people and operations, all from a single tool that can be implemented through an infinite number of options. However, it is a payment tool that will require training time for you to be able to use it to its full potential. For this tool, programming knowledge is necessary. However, once you know how to use it, you will easily be able to simplify and connect business processes, improving customer interactions and facilitating growth.

Get Started with Microsoft Dynamics🔥

Microsoft Dynamics 365 Features

Microsoft Dynamics 365 provides ERP and CRM services on a single platform. It offers a clear view of how sales and marketing efforts are going with automated and intelligent data analysis. You can use tools powered by AI and machine learning to get better insights into your business.

Here are some unique features offered by Dynamics 365:

• Unified Communications: Dynamics 365 allows you to connect with clients through “Microsoft Teams” and simplify the sales process. You can call meetings, have a conversation and send any valued offer or detail in a minute.
• Advanced AI tools: You can predict sales based on the latest marketing strategy and conversion rate with Dynamics 365’s AI-powered tools. It allows you to generate revenue, set automated tasks, analyze data in a 360⁰ manner and much more according to your requirements.
• Finance and Operations management: Dynamics 365 has a financial analysis tool that can help you manage commercial operations and record every transaction. You can store credit card details, annotate tasks and accelerate training for new employees in the organization. Moreover, Dynamics 365 allows a smooth transition of complex workflows and management operations on the CRM.
• Asset Management: You can list your business assets on the supply chain within Dynamics 365 and efficiently manage all the related information, maintenance activities while reducing redundant costs. 
• Power supply chain agility: Dynamics 365 can help your business’s profitability through quick lead conversion and high-quality analysis. You can engage better with clients, set priorities, create automated bots, so your sales team has a better chance of securing the opportunity.
• Smart Maintenance: Dynamics 365 suggests approaches to grow your business and increase product longevity with safety through smart maintenance. You can keep a catalog and add relevant notes to help the sales team with the pitch.
• Visual editor: Dynamics 365 lets you create charts, graphs and organizational workflows to simplify performance metrics. You can set the parameters and get different points of view regarding business development.
• Learning Paths: Dynamics 365 provides educational content to help you get familiar with CRM services and implement their use throughout the organization. You can access several how-to guides, watch videos and participate in interactive sessions to get a grip on Dynamics 365.

Microsoft Dynamics 365 Pricing

Dynamics 365 allows users to choose packages according to their business niche.

Customer Data Platform is available for $1452/month for a single user and $968/month as an add-on plan. You can get a customer voice function for an extra $194/user for a month.

The sales tools are available in 3 different plans. “Sales Professional” is priced at $63/month and $19/month as an add-on. “Sales Enterprise” is worth $92/month for an individual and $19/month as an add-on. “Sales Premium” is priced: at $131/month for a single user, and “Microsoft Relationship Sales” is available for $134/month.

“Finance” package is priced at $172.5/month/user and $29/user/month as an add-on. “Project Management” tools are worth $116.5/user/month and $29.14/user/month as an add-on subscription.

Dynamics 365 has particular subscription plans for small and medium businesses to fast-track their sales process. “Business Central Essentials” is priced at $68/user/month, “Business Central Premium” is available at $97.2/user/month, “Customer Service Professional” is worth $48.6/user/month and “Sales Professional” is priced: at $63.2/user/month.

Why use a CRM at all?

Sales and marketing are two crucial departments for every business as they directly affect customer base and revenue generation. You cannot grow and reach your potential without efficiently managing all departments and increasing the productivity of your staff.

A CRM allows you to automate workflows and responses to a query. Once a customer representative receives the inquiry, he gets the relevant details; to quickly resolve the problem. Moreover, you can analyze how your marketing campaigns are doing in certain areas and make adjustments; accordingly.

Why should B2C businesses use a CRM?

In B2C business, you have to handle the entire customer cycle, from capturing and nurturing a lead to providing quality support for customer retention. Since the consumer is directly responsible for your profit, you must provide a premium experience and maintain ample engagement.

In a B2C model, The customer is the sole decision-maker. You have to devise strategies that focus on customer relationship enhancement and build a strong clientele base. Using different sources to manage business activities takes a lot of time and doesn’t create a single source of truth.

CRM provides a unified database to pursue all business operations and increases coordination between staff. You no longer have to manually input entries separately for each task, as a CRM automatically updates all relevant fields from the stored client information.

Moreover, you can integrate social media accounts with a CRM to analyze; how your marketing campaigns are doing in certain regions. It allows you to run targeted advertisements to entice more prospects into trying your services.

B2C businesses prioritize the customer experience to build a regular source of revenue and a good reputation in the market. CRM adoption allows you to retain more customers through aggressive marketing campaigns and structured sales processes to amplify customer experience.

CRM for B2C, A Summary

B2C companies must take customers’ opinions into account and deliver top quality services. A CRM allows you to identify customers and know their preferences to provide a better experience next time. You can easily follow up on complaints and escalate issues for a quick resolution.

Salesforce allows you to directly connect with consumers, providing insight into customer behaviour which can be highly beneficial for B2C businesses. It is our suggested pick for a CRM that suits B2C. Visit the website to get started.