CRM Software Features to look for

Customer relationship management (CRM) systems help a business improve relationships with its customers. It can also prove to be beneficial for both small and large-scale businesses. So, if you are looking to invest in a CRM system for your business, here are a few key features to look for in the software:

Connectivity via Social Media

Finding CRM software that aids a company in improving its content and conversations with customers is essential. Good CRM software will present great opportunities for your business, and will also help examine the social media universe, so that when customers give a negative feedback about your product, their complaint can be routed directly to the person in charge. In addition, software with social media tools will also help your business identify and amplify praise from customers via blog posts and articles.

Cloud Storage

Cloud-based CRMs are particularly useful for small businesses, as they enable the outsourcing of management and development costs to the CRM provider, who takes the responsibility for managing, developing, updating, and maintaining data online.

Email Campaigns

Any good CRM software will enable email efficiency between employees and customers. This feature allows marketers, salespeople, and customer service representatives to better track and launch campaigns. In addition, all emails between customers and employees will be stored and tracked inside the CRM system. This increases your control over the whole communication process of your company.

Evaluation Tools

Evaluation tools are an essential feature of any good CRM software. This is because they enable departments to run analyses, and to package information into easy-to-understand reports, which can help employees track data instantly, thus allowing the sales department of your company to act quickly and accurately in response to customer queries and issues.

Track Customer Data

Greater access to customer feedback will allow you to track more information. CRM software should not just track and store customer data, but it should make information easy to use as well by creating meaningful reports and analyze when, why, and how customers are making purchasing decisions.


Any CRM software that doesn’t optimize good mobile features is extremely outdated and out of sync with the way companies operate today. This is because for any business, having software that offers mobility to its employees is very important. Mobility allows your employees to work on the go, enabling them to increase their work efficiency, and at the same time increasing the sales for your business.

User Interface

There is a variety of CRM software available in the market, so it is important that you search for one with a user interface that allows employees to navigate intuitively. This lessens the amount of money and time spent on training employees, because they will be using a system that is easy to adapt to and offers a user-friendly interface.


Customization is an important feature for businesses that have unique demands. If your CRM software is customizable, it will enable you to add more features according to your demands, which can then benefit your business in various ways.

So, now that you are familiar with the features to look for in CRM software, you can choose the best one to provide your business with greater flexibility and benefits.