Critical Features to Look For in CRM Software

Living in this world of the internet has changed the way we run businesses. Nowadays when most things are done using computers and the internet, CRM software plays an important role in managing and running the business. However there is a large amount of software in this category available in the market. Due to such an abundance of software, many people get confused about which is the best one. 

In this article, we are going to talk about some of the most important features to look for in CRM. This article will help you a lot in deciding which feature you should prioritise while getting CRM software. 

What is CRM and why is it used?

Before we get ahead of ourselves, it is really necessary to know a little about CRM and the benefits of using it. A brief overview like this will help you in finding a perfect match for your demands. 

CRM is a type of business management software that is used to automate most of the things that don’t need your attention. When you are running a business, the lifecycle of the customer for sales and other services requires a lot of effort. You can relinquish your staff members from all such tedious tasks if you are using CRM software for this purpose. 

When you are using CRM software, you don’t have to worry about maintaining relations with customers, support services, and other vital customer interactions. A CRM also makes it very easy to access the customer data which makes a lot of things really easy for you. Nowadays most CRM software is equipped with analytics. These features will give you valuable insights into the performance of your business. 

Best features to look for in CRM

Now that you are aware of the need for CRM software in this age. It is time that you know about the essential features to look for in CRM. Even if you get a CRM that is not offering the essential features, you will struggle with your everyday tasks.

Such a situation will be the biggest obstacle to your business’ growth. Whenever you are about to get CRM software make sure that these features are included in it. 

Proper contact management

This is the first thing that you should look for in the CRM that you are buying. All the CRMs store essential contact information of the concerned people. However you should go for one that stores such information in a way that is most suitable for you. 

Not all CRMs work on the contact information in the same way. So, you should make sure that you are going with the one that meets your requirements. If you are not able to use the information in a way that you want then, there is no point in storing that information. 

Suitable lead management

Lead is a process of converting your strategies to your potential customers. It is a process that differs to a large extent from one business to another. Just like the contact management feature, you should pay more attention to this feature too. 

You should look for a CRM offering the lead management feature that can be incorporated into your business model very easily. Failing at this feature can ruin all of your efforts for the growth of the business. 

CRM with email integration feature

In order to take it as a deciding feature, you should first know about the way your employees communicate with each other and the customers. If they are relying on some application for communicating with each other, this feature may not be very important for you. 

But if those people don’t use some application for this purpose then, you should definitely consider it as an important feature. Having a feature like this provides your firm centralised information storage. It makes the process of internal communication really easy. 

Better document management features

This is one of the most important features to look for in CRM. It becomes really important when there are more people in your firm. In that case, you need to ensure that all the essential documents are stored in one location. Having a facility like this ensures that everyone in your firm is able to get and share important documents very conveniently. 

It will make the communication inside your firm really smooth. With all these features combined, you are very much able to improve the experience of your customers. And that would lead to more growth of your firm eventually. 

A proper pipeline management feature

Opting for this feature depends on the size of your sales funnel. At first, you need to analyse your sales funnel like its progress and your projected view. After that you should look for a CRM having the required pipeline feature. 

When you have a large and complex sales funnel, you should definitely for this feature. It will help you a lot in giving an overview of the overall performance in this area so your work will be a lot easier. 

Automation abilities

It is among the most important features to look for in CRM software. When you are running a business, you must be aware that a lot of repetitive tasks are required to keep your business running. Those tasks require a lot of effort however the output is not much. You can be productive by automating those tasks in your CRM. In this way, you don’t have to worry about those redundant tasks. Thus, you will have enough time to focus on things that matter the most for the rapid growth and development of your business. 


Analytics are used very often in CRM. Analytics have become really important at this time because there are several competitors in the market. In order to outperform all of them, you need to keep track of every activity of your business as well as each result. Analytics makes this task really easy for you. 

Final words

Here, we have discussed a lot about the features to look for in CRM software. You should definitely consider these features before you go on buying a CRM for your business. If your business demands something more that is not mentioned here, you should look for that too. 

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