π Best CRM Software: https://efficient.link/crm
β³ π₯ Get folk: https://efficient.link/r/folk *(free tier + exclusive 10% off ποΈ below)*
β³ π₯ Get Copper: https://efficient.link/r/copper *(14 days free + exclusive π below)*
β³ π₯ Get Pipedrive: https://efficient.link/r/pipedrive (Get 14 days free)
π *LIMITED TIME DEALS* (Efficient Exclusives)
β³ Copper: Get our Crash Course (valued at $1200) for FREE: https://efficient.deals/copper π
β³ folk: Get 10% off any paid tier: https://efficient.deals/folk ποΈ
π€ *Take The Quiz*
For personalized software recommendations:
β³ https://efficient.link/quiz
*Simply sign up with any of our https://efficient.link URLs to lock in exclusive deals now and in the future.
π¬ *Description*
What is the best CRM for small businesses in 2024? If your team size is between 1β300, this video will help you choose the right CRM for your team. Choosing a CRM software is one of the most important business software decisions, because a CRM should serve as the foundation to your business operators for decades to come.
βοΈ *Full Deep-Dive CRM Reviews*
β³ Best CRM Software Comparison: https://efficient.link/crm
β³ folk: https://efficient.app/apps/folk
β³ Copper: https://efficient.app/apps/copper
β³ Pipedrive: https://efficient.app/apps/pipedrive
β³ HubSpot: https://efficient.app/apps/hubspot
β³ Salesforce: https://efficient.app/apps/salesforce
β³ Learn more about the best software & apps: https://efficient.app
π *Other Software Mentioned* (Affiliate)
β³ Outfunnel (CRM Integrations): https://efficient.link/r/outfunnel (Get 14 days free)
β³ Motion: https://efficient.link/r/motion (Get 7 days free)
β³ XERO (Accounting): https://efficient.link/r/xero (Get 30 days free)
β³ Quickbooks Online (Accounting): https://efficient.link/r/qbo (Get 14 days free)
β³ Dialpad (VoIP): https://efficient.link/r/dialpad (Get 14 days free)
β³ Aircall (VoIP): https://efficient.link/r/aircall
β³ PandaDoc (e-Signature): https://efficient.link/r/pandadoc (Get 14 days free)
β³ Ironclad (Secure Contracts): https://efficient.link/r/ironclad
β³ Webflow (Website Builder): https://efficient.link/r/webflow (Try free)
β³ Zapier (Integration): https://efficient.link/r/zapier (Try free)
β³ Make (Integration): https://efficient.link/r/make (Try free)
β³ Notion: https://efficient.link/r/notion (Free)
β³ Airtable https://efficient.link/r/airtable (Free)
β³ HubSpot https://efficient.link/r/hubspot (Try free)
β³ Salesforce https://efficient.link/r/salesforce (Try free)
β³ Screen Studio: https://efficient.link/r/screen-studio (Software screen recordings)
π₯ *What We Covered:*
0:00 - Intro
0:15 - Why trust us?
0:45 - What is a CRM?
1:36 - Don't Use Airtable & Notion as a CRM
4:20 - folk For Soloprenuers + Small Teams
6:58 - Copper & Pipedrive CRM
8:40 - CRM Integrations!
10:30 - Workflow Automation & Reporting
11:00 - Secret π€«
11:12 - Avoid HubSpot and Salesforce
11:26 - CRM Bonus Tip!
12:54 - Best CRM Software Final Verdict
13:25 - Next: Best Project Management
π *Watch This Next:*
Best To-Do List App: https://youtu.be/q0CxnviPJ7s
Best Calendar App: https://youtu.be/pb8zEIXfsJM
Best Email Client: https://youtu.be/3-lIQBARGHc
Best Daily Planner: https://youtu.be/Yg4TeWi_pFU
Best Browser: https://youtu.be/ML5Azad3e8E
Best Project Management Software: https://youtu.be/BAcY3o7k7WA
How We Use Motion For Project Management: https://youtu.be/no2l-Ob1Eq4
ποΈ *Check Out Our Mini-Series*
β’ EP. 1: https://youtu.be/4q3W2QFrcK8
β’ EP. 2: https://youtu.be/YamC4Rx9NFo
β’ EP. 3: https://youtu.be/9sFNbIRPYd0
β’ EP. 4: https://youtu.be/9eWAMs_cYR0
β’ EP. 5: https://youtu.be/wnnSVeEyckE
β’ EP. 6: https://youtu.be/ltKXEeJ9Quk
β’ EP. 7: https://youtu.be/WWdof72xObQ
β³ (Podcast available: https://ateam.efficient.app)
Sign up for Transistor: https://efficient.link/r/transistor (Free trial)
Review us on Apple Podcasts: https://efficient.link/ateam/review
_*Affiliate/Investment Disclosure: Many links used above and across our channel are affiliate links and we may or may not get commission depending. Purchasing through the link helps us to continue creating content and does not impact the outcome of our opinions in our videos. We occasionally get the opportunity to invest in some of our favorite tools, this does not impact the outcome of our opinions. You can read more and learn which software we've invested in here: https://efficient.app/about_