Last updated on August 7th, 2023
Want to learn how an all-in-one CRM can help your business? This guide will help you determine which all-in-one CRM is best for your business.
Ever desired to simplify your business?
Over-complexity and inconsistent business growth is the last thing you want.
All-in-one CRMs help solve your marketing, sales, and customer service headaches.
And the best part is that all-in-one CRMs help you consolidate your techstack, saving you more on your software budget.
Table of Contents:
- What Is An All-In-One CRM?
- What Benefits Does An All-In-One CRM Bring?
- How To Use An All-In-One CRM Effectively In 8 steps
- The Top 6 All-In-One CRMs
- Try VipeCloud’s All-In-One CRM Suite Today
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What Is An All-In-One CRM?
An all-in-one customer relationship management (CRM) software offers full-stack business capabilities.
This means all-in-one CRMs have marketing, sales, and customer management tools that make managing your business more manageable by reducing your tech stack.
All-in-one CRMs are also known as operational CRMs.
They’re one of the 4 main types of CRM and usually fuse the abilities of an analytical, collaborative, and sales CRM.
All-in-one CRMs include but aren’t limited to:
- Email and text capabilities
- Forms
- Pipelines (for sales, account management, and more)
- Sales reports
- Estimates
- Contact scoring
- Integrations
All-in-one CRMs bring the most value when they can be customized.
This is because you can focus your sales and marketing around core workflows that bring in new customers.
For example, contact scoring can create specific criteria for identifying a “qualified buyer” based on behavior and attributes.
CRM customization can include pipeline stage names, segmentation, automation, and custom fields unique to your industry.
Customization capabilities allow you to:
- Integrate your CRM into your business and its current software.
- Increase user adoption (since it can fit to your users’ needs)
The top all-in-one CRMs are usually easy to implement and navigate.
The easier it is to use, the more likely team members will use it and the less training they’ll require.
What Benefits Does An All-In-One CRM Bring?
1. More Capabilities For Less
Many SMBs risk using too much software to serve different business needs.
On the surface, this seems logical, but it presents two problems:
- Technologies that don’t communicate with each other
- Rising operational costs
All-in-one CRM lets you use the capabilities of your various software for a fraction of the price.
At a lesser price point, it still returns $8.71 for every dollar invested in it.
2. Easier Team And Customer Communication
Without good team communication, efficiency takes a hit.
CRM gives you more communication options, so everyone is on the same page.
For example, your sales team can have contextual deal information using notes on pipeline cards.
If a deal ever goes from one rep to another, the new rep can know the history behind the prospect based on the card’s notes. They can then take that information and continue selling with that information in mind.
Another example is task management.
Tasks can be sent to different team members on specific dates to understand deliverables.
The common theme here is that CRM takes communication and streamlines it.
Instead of back-and-forth emails and constant meetings, you have systems for quicker information sharing.
This is why all-in-one CRMs are highly scalable because you can add more team members and customers to your business, and it’ll be compatible with the changes.
3. Detailed Metrics On Campaigns
Metrics are objective data on your marketing or sales campaigns.
You can use campaign analytics to:
- Improve underperforming marketing campaigns (email, text messages, social posts)
- Brainstorm new content based on campaigns with good analytics
- Make more data-informed business decisions
4. Establish And Maintain Better Customer Relationships
All-in-one CRMs have tools for each stage of the customer buying cycle, giving you everything you need to land new customers.
Here’s a B2B example of how you can acquire customers with an all-in-one CRM:
- Email lead generation to get discovery calls from a prospect list
- Forms to qualify leads (using questions)
- Schedulers to book sales calls
- Sales pipelines to track deals
- Task management for reminders to follow up on each deal
- Estimates for proposal pricing
- CRM QuickBooks integration to track sales accurately
- Account management pipeline to track customer success
All-in-one CRM tools keep your marketing and sales process organized, giving prospects a positive, professional experience.
73% of customers agree that customer experience helps to drive their buying decision.
A stellar customer experience combined with a product that fits pain points creates word-of-mouth marketing.
Organic word-of-mouth marketing helps you get a bigger ROI from your customers since you don’t have to spend anything to get new customers.
In other words, you leverage your reputation in your industry to win new business.
How To Use An All-In-One CRM Effectively In 8 steps
Keep reading for 8-stepson how to use an all-in-one CRM effectively. Implement these steps to avoid common pitfalls some SMBs fall into.
1. Pinpoint CRM gaps – What gaps does CRM need to fill? You can figure this out by identifying company weaknesses (ex: lead generation, sales tracking, sales closing, customer service, team communication, etc.).
2. Focus on core CRM features that solve gaps – Start using features that directly solve your gaps since they’ll make the biggest difference. For example, you can improve lead quality with contact scoring to pre-qualify prospects automatically, so you focus on those with the most value.
3. Customize your CRM – Have CRM match your organization’s business model. Use automation and custom fields to customize your CRM.
4. Keep CRM training and usage consistent – Create hard rules for CRM usage across your team. Explain the benefits of an all-in-one CRM and why it’s used. Higher CRM adoption ensures you can reap all the benefits of CRM.
5. Cut out CRM inefficiencies – Inefficiencies create stagnation. Some examples include siloed departments, lack of CRM data maintenance, overly complicated workflows, and CRM knowledge gaps. Training and metric tracking are the 2 best ways to make CRM use efficient.
6. Keep data clean – Implement standard CRM data practices. For instance, try deleting or merging duplicate records, schedule CRM maintenance, and eliminate outdated information in your database entirely.
7. Integrate essential software – Have your all-in-one sync and communicate with your other software. Many CRMs come with APIs to make this process even more flexible.
The 6 Best All-In-One CRMs
1. VipeCloud
VipeCloud offers an all-in-one CRM known as the Sales and Marketing Suite. This CRM solution serves SMBs, helping them scale their customer base in an organized fashion.
VipeCloud is not only easy to implement, but numerous reviews have praised its ease of use and helpful customer support.
Support
- CRM Demos (Personalized, industry-specific, walk-throughs)
- Stellar customer service
- CRM implementation ideas based on industry
- VipeCloud’s CRM success blog
- A YouTube channel with helpful videos
- CRM migration
Features
- Forms
- Estimates
- Email, SMS, social sharing
- Service and sales Pipelines
- Contact Scoring
- Task management
- Scheduler
- Segmentation
- Integrations
- Reports
Pricing
VipeCloud offers 4 affordable pricing tiers based on your needs.
Here’s how the pricing measures up when billed annually:
- Plus – $20 (or $25 monthly)
- Pro – $40 (or $50 per user monthly)
- Enterprise $60 (or $75 per user monthly)
- Custom – $255
Here’s what each tier consists of:
Plus:
- Feature-rich CRM, one pipeline
- 2K contacts
- 10K monthly emails
- Email marketing
- Video email
- Texting
- Stories
- Social sharing
- Sign up forms
- 1 user
Pro:
- Everything in Plus, along with:
- 10K contacts per user
- 30K monthly emails per user
- Sales & marketing automation
- Custom fields
- Account management
- Sales estimates & QuickBooks integration
- Inbox sync
- 1 scheduler
- 1 team
- Phone support
- Up to 10 users
Enterprise:
- Everything in Pro, along with:
- 60K contacts per user
- 60K monthly emails per user
- One-email-per-minute mass email processing
- Multiple schedulers
- Website tracker
- Contact scoring
- 10K email verifications per month
- Multiple pipelines
- Multiple teams
- Unlimited users
Custom:
- Everything in Enterprise, along with:
- Custom contact count
- Custom email sending quantity
- Custom email verifications quantity
- Dedicated SMTP delivery account
- Dedicated IP addresses and rDNS support
- Custom implementation and training
2. Hubspot
Hubspot is known for its data insights and features like landing pages, email marketing, pipelines, and social media integrations.
Features
- Forms
- Email marketing
- Ad management
- Reporting dashboard
- Email reply tracking
- Payments
- Documents storage
Pricing
Hubspot offers a free CRM tier with some limited capabilities. Next is their $45 (starting at 1,000 contacts), and goes up to $3,600 billed monthly (starting at 10,000 contacts).
3. Zoho CRM
Zoho CRM operates in an abundant marketplace of CRM integrations. End-users who choose this CRM typically want maximum customization capabilities.
Features
- Multiple pipelines
- Multichannel marketing
- Forms
- Mobile app
- Custom journey creation
- Inventory management
- Integrations
Pricing
Zoho CRM starts at $20 per month per user, billed monthly, and goes as high as $65 per month billed monthly
4. EngageBay
Engagebay is an all-in-one system known for its ease of use and helpful vendor support.
Features
- Email marketing
- Lead scoring
- Autoresponders
- Text message marketing
- Landing pages
- Account alerts
- Web analytics
- Proposals
Pricing
Engagebay offers a free tier with limited capabilities (ex., 250 contacts). Higher tiers go from $14.99-$99.99 per user per month.
5. Insightly
Insightly offers a user-friendly UI and a custom reporting feature to help visualize data in graph format.
Features
- Mass email
- Lead assignment routing
- Opportunity management
- Mobile CRM
- Reports
- Contact sync
Pricing
Insightly starts at $29 per month per user billed monthly, then goes up to $99 per month per user.
6. Keap
Keap helps unify sales and marketing for SMBs. It presents a simple interface and unloads new features periodically.
Features
- Email automation
- Text automation
- AutoResponders
- Pipelines
- Reporting
- Lead distribution
- Quotes
- Calendars
- Contact management
- Integrations and API
- Forms
- Customer journey mapping
Pricing
Keap is between starts at $129 per user, billed annually (starting at 1500 contacts), and offers a 14-day free trial for new end-users.
Try VipeCloud’s All-In-One CRM Suite Today
All-in-one CRMs offer robust tools for each critical part of a business.
SMBs love all-in-one CRMs because it helps consolidate their techstack and cut costs.
Today’s #1 all-in-one CRM is VipeCloud, thanks to its balance of feature-rich capabilities, ease of use, and pricing.
VipeCloud helps eliminate sales and marketing complexities and aids in month-over-month business growth.
Request a demo today, and an expert will walk you through VipeCloud as it applies to your specific industry.
If you’re ready to start, you can try VipeCloud on a risk-free 15-day free trial (no card required).
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