CRM software can improve businesses by helping organize leads and customers, saving time and resources, and building user connections. A business will have access to multiple CRM solutions in the market. However, one must ensure they pick the right type for the venture to best suit one’s requirements. Each CRM software has a unique feature set that could fit individual business requirements. Below are six top features one should look for in a CRM platform.

Revenue tracking
Revenue is at the heart of any business. Therefore, an entrepreneur should ensure the CRM software has revenue-tracking features. The tool may help monitor real-time data about where sales come from, sales team and representative performance, and overall profitability.

Ease of use
While sophisticated CRM software might be too advanced for a beginner, one should ensure the interface is easy to use and navigate. A user-friendly dashboard will make it easy for new employees to operate and learn quickly, avoiding time wastage and improving productivity.

Compatibility
Modern CRM software should be able to integrate post-sale customer management tools. For instance, while one may have taken the tool for marketing purposes, it should also be compatible with other plug-ins like sales, social media, web analytics, customer service, and order management.

Security
Data protection is crucial to any business working with sensitive user information. So, when signing up for CRM software, one must ensure it follows regulations such as CCPA and GDPR. The system locks customers’ sensitive data and the company’s commercial secrets with features like a secure firewall and cloud encryption.

Device compatibility
With remote work becoming more popular today, CRM software must offer compatibility across multiple devices and types. The platform should be compatible with devices such as computers, laptops, tablets, and smartphones. This feature will let administrators and other employees access the system inside and outside the office if necessary.

Price
While the cost of CRM software might differ, one should ensure they consider the price before signing a contract. For instance, a small or medium-sized business might consider a platform that offers a massive feature list for a higher fee. However, this might include features that the business does not require. Instead, one should find software that offers what one requires at an affordable price and eventually upgrade as the business grows.