So, you are in the market for a CRM that suits Joomla.
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 is the #1 Best CRM To Use?
In short, It's Hubspot.
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 Capsule.
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 you covered for your: Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Hubspot Review.
The best CRM specifically for Joomla
Joomla is a content management software that allows non-technical users to create or edit a website. It is used: by small and medium-sized businesses to sell their products online through websites and is quite easy to maintain. A CRM that supports full integration with Joomla, enhancing its basic features and generating more leads, will be the perfect match for this category. Have a look at the products below to choose the best CRM for Joomla:
1. 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.
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.
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.
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 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.
The Spanish BrainSINS is a customization solution for eCommerce "all-in-one": the tool allows to store the behavior of the users of the online shop to offer personalized shopping experiences, thus seeking to increase the conversion. And all this, through a control panel that allows to control all the personalization strategy, analyzing the results and adapting the strategies to the needs in real time.
In addition, BrainSINS has access to a CRM file (which offers the complete vision of the historical activity of a user in our eCommerce) and the Click2Store system, an Omni-Channel Intelligence platform that allows to connect the online sales channels with the physical points of sale
BrainSINS helps e-commerce stores to analyze the browsing data of users and provide recommendations based on the preferences that are likely to persuade buyers towards making a purchase. It invokes clients' interest by showing advertisements and augments the customer base through clever marketing.
Here are some BrainSINS’ features that will boost your sales:
- CRM Tools: BrainSINS stores user data to show similar results in the future and boosts your product sales. An E-commerce store thrives on personalized data of customers' preferences as it helps them formulate the marketing and sales strategy accordingly. CRM tools within BrainSINS can help you identify user patterns.
- Business Analytics: BrainSINS processes the gathered data through CRM activities and provides insights into your sales. It helps you know which products are in demand, identify your target audience and how the visitors are receiving your product. Analytics can help you increase sales by suggesting the areas that require improvements.
- Real-Time Editor: You can edit the website’s layout and functionality with the Real-time editor in BrainSINS. It allows you to personalize the way advertisements are shown and add creative elements to impress first-time visitors. Moreover, you can send customized wishes to clients and empower the business relationship through this tool.
- Business Rules: You can choose which product you want to advertise when the pop-ups appear and send notifications according to the client’s recent browsing patterns. BrainSINS allows you to customize the business rules according to your requirements.
- Multi-Channel Adaptability: BrainSINS recognize the devices in real-time and adapts the marketing solutions accordingly. It alters the visualization depending upon the platform and intrigues the visitors through relevant product recommendations.
- E-mail Retargeting: Sometimes, your customers may add items to the cart but forget to checkout. BrainSINS automates a targeted e-mail in such cases to remind them about the availability of the product and cart's content. It helps you form a direct connection with the clients and acts as a great marketing tool.
BrainSINS provides customized pricing options based on the services offered and monthly visits to your website. For budding online stores with less than 50,000 users per month, BrainCNS offers an "Intelligent" plan for free. You can contact the sales team to get the pricing details for your e-commerce store.
4. 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.
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.
Streak is a CRM fully integrated into your Gmail inbox and works in conjunction with all other G Suite applications. It can be used to track many business processes, including sales, partnerships, support, recruitment, business flow and more. Streak also includes a powerful set of email tools, such as email tracking, which allows you to keep track of when an email is opened.
Streak helps you to organize the inbox, collaborate with your team and be more productive in Gmail. It structures all incoming emails into “Boxes”, which store all the relevant information about the entity you want to track. A box can contain an incoming lead, customer service ticket or any other incoming data that is of paramount importance for the rapid growth of your business.
Here are some enticing features offered by Streak:
- Context-specific Tracking: Streak records and tracks emails with contextual information to make case reassignment easier. It ensures that everyone can deal with a lead by providing pertinent details and suggesting the upcoming approach.
- Customizable Workflow: Streak lets you alter the pipeline composition to suit your requirements. You can rearrange leads, switch between views, change the menu buttons and create different pipeline templates to work efficiently.
- User-friendly interface: Streak has an uncomplicated interface, and anyone who knows the basics of Gmail or Google Sheets will have no problem using Streak. You can transfer your data in and out of Streak at any time by integrating it with Google Sheets. Moreover, Streak recognizes all input types and automatically updates the creation date of an email.
- Fundraising: Most of the professional conversation with investors or co-founders takes place within Gmail. Streak lets you see the entire history of a mail directed toward your company and connect easily with stockholders and venture capitalists. As an administrator, you can limit other users from accessing information regarding investment and set reminders to avoid missing the deadlines.
- Business relations management: Streak handles every sales-related task and marketing campaign within Gmail while allowing you to collaborate on projects with team members. You can automate follow-up emails to reduce the waiting period for clients and get feedback regarding your outgoing mails to improve the chances of getting a positive response from the customers.
- Recruitment process management: Streak simplifies the hiring process by creating a customized email experience depending upon your previous mailing patterns. You can view all applications inside your Streak integrated Gmail account and forward it to the relevant person with contextual information regarding the applicant. Moreover, Streak lets you use templates to send personalized messages to each applicant.
- Built-in Customer support: Streak lets you access customer complaints within Gmail, sort tickets related to FAQS, understand the customer issue, and prioritize cases for a quick resolution.
Streak offers 4 pricing options to get a Gmail-integrated CRM service.
The “Free” plan lets you get familiar with the basic features of Streak for absolutely no cost. You can create private pipelines, perform 50 "mail merge" a day, track emails, and create 500 “Boxes”.
The “Solo” plan is priced at $19/month/user and increases the “Box Creation” limit to 5000 while allowing you to perform 800 mail merge a day.
The “Pro” plan is priced at $59/month/user and offers a shared pipeline to bring your team on a single platform.
The “Enterprise” plan is priced at $159/month/user and lets you customize Streak completely, as per your preferences. This plan unlocks all available features.
Why use a CRM at all?
Businesses spend countless hours going through leads and customer details to provide quality services. Your salesperson and marketing teams require assistance to devise effective strategies and accomplish the set objectives. Using spreadsheets to store client information is a primitive approach that conditions your sales team from achieving better numbers.
CRM allows your business teams to deliver better results and analyze past operations to get beneficial insights. It digitizes your activities, making data more accessible for your frontline workers. CRM adoption enables you to create automation and workflows that reduce waiting time and execute tasks swiftly.
Why should you use a CRM with Joomla?
Joomla opens up the possibility of a new clientele base and, if well-utilized, can improve your profit margins considerably. It helps you reach more clients and creates an online marketplace for your business.
Not every business owner has the prerequisites for creating a website from scratch. Joomla offers users an easy-to-use platform to create and customize websites from scratch.
Having a CRM customer portal for Joomla allows you to synchronize client details, configure module layout, give customers access to selected modules and create secure sign-in for the website with email verification.
You can set portal layouts for modules based on roles to customize fields and edit view layouts. It allows you to change the portal name, add a logo and configure display options depending upon who is logging in to the website.
Businesses; mostly use websites to sell products and market their services. If your website requires the client to create an account to complete the purchase, it's crucial to have necessary security steps like email verification. CRM automatically identifies login details to generate credentials for a contact and send a confirmation email.
CRM for Joomla, A Summary
Joomla integration with CRM allows you to manage all minute technicalities of your website and use Web forms to gather customer information. It opens up your business to more exciting opportunities and makes your product available to a wider audience.
Zoho CRM provides full integration with Joomla and serves businesses of all sizes, making it our suggested pick for this category. Visit the website to get started and fulfil your business's true potential.