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Find the Best Enquiry Management Software

11 June, 2018 | 4 min read

What criteria to choose an enquiry management software?

As a small business, it is hard to compete with big companies and corporations on the basic of pricing or marketing - as they always have a bigger team, more money to spend and can handle a smaller profit margin than we do. Fortunately, one advantage you can rely on is the personal touch and the attention only a small team can offer.

With a limited staff and budget, you need a solution that can effectively help you keep track of all your customer details and do that in an efficient way. An Enquiry Management System helps you manage your enquiries better.


Low cost: Price is always important, especially with small businesses.

Price is always important, especially to small businesses. We will only take a look at CRMs with the lowest subscription fees in the list below.

Easy to learn and use: This solution is supposed to save you time so a simple interface with intuitive functions is a must. Using a complicated CRM may require you to hire a CRM specialist in your companies, which will increase the total CRM cost dramatically.

Customizable: Businesses operate differently from each other. A CRM understands this well will allow you to customize the data structure to avoid hoarding unnecessary information.

Plays well with others. A good CRM should never function as an island, especially crucial in a small business where resources are limited. These CRMs work well with various other business software, making them as useful as possible to small businesses.
 

Zoho

Keeping price and functionality in balance, Zoho CRM could be the right fit for your small business.

Zoho offers a free package alongside other paid packages. The free package allows 10 users and comes with basic sales automation including email automation, team collaboration, customer support, and standard reporting. If you need more in-depth features, choose between the Standard, Professional, or Enterprise packages.

The Standard edition ($12 per user per month) includes mass email options, sales forecasting, customized dashboards, and more.


Pros:

Free version available
Integration very well with other Zoho products
Good reporting system

Cons:

Complicated customization
Limited Email Integration

Really Simple System

Really Simple Systems is an excellent CRM for small to midsize businesses (SMBs) that need an understandable user interface and strong support. However, its lead management features are a bit limited.

Really Simple System supports a variety of campaigns, including advertisements, email marketing, and seminars


Pros:

Simple, effective interface.
Great customer support.
Free version available
Built-in email integration.

Cons:

Unable to track calls
Limited lead management system
 

Quick Base

Quick Base can be accessed anywhere and anytime with smartphones and tablets, so your sales reps can better service customers at every stage of the sales cycle. Plus, businesses can maximize agility by integrating outside tools and data with Quick Base.

Quick Base offers three different packages: Premier, Platform, and Enterprise. The Premier package gets you customizable roles, role-based home pages, advanced workflow automation, and case-based product support for $25 per user per month.

Lastly, Quick Base has a great support team that helps you from the first step to creating your very own CRM.


Pros

Free 30-day trial
Great customer team
Fast and easy use
Role-specific dashboards

Cons

Expensive packages
Additional costs for bonus apps
 

 

Zoho

Really Simple System

Quick Base

Pros

Free version available

Integration very well with other Zoho products

Good reporting system

Simple, effective interface.

Great customer support.

Free version available

Built-in email integration.

Free 30-day trial

Great customer team

Fast and easy use

Role-specific dashboards

Cons

Complicated customization

Limited Email Integration

Unable to track calls

Limited lead management system

Expensive packages

Additional costs for bonus apps

Wrap-up

Best All-around

Simple to Use

Good customer Support

 

A different solution to the same problem

Small businesses benefit the most from an EMS if their sale process takes at least 3 steps to convert a new visitor to a paying customer. In some cases, ex: Service Industry, the sale process is shorter than that. Hence, 50% of EMS functionality goes to waste. Let’s say you are a photographer:

How many steps are there in sale process? The answer is One - you answer to their enquiry.

How should you store customer data? The answer is No, you don’t need to store customer data. Instead, managing data about your bookings is more important, as well as having a SMS/email notification system.

This is why we introduce Serviceform - a toolkit for service industries and other businesses that focus on booking and appointment.

Serviceform is a system for your online booking process, which lets your customers book right from your website. Other than booking management, Serviceform also provides specialized features for service businesses like: payments processing and availability & calendar management.

Features Comparison

  Other Enquiries Management System Serviceform

Track historical customer purchase

Qualify Leads

Store customer information

 

Track conversions across channels

Manage Appointments

 

Manage Bookings

 

 

We hope this article helped you find the best enquiry management software. Leave us your thoughts or ideas below in the comments.