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8 min read

How Primetric Completed Redesign 2x Faster and Improved Page Speed by 100%

Learn how Primetric launched their redesign project with SoftwareSupp Freelancer Dawid and has successfully migrated to Webflow in 1 month and improved page speed by 100%.

The delivered professional was an outstanding specialist, he delivered on schedule, was patient and proactive. The project was delivered on time and according to the specification which is rare in these types of contracts.

Arkadiusz Terpilowski, Head of Growth and Co-founder @ Primetric

Time of the project: 1 month

Scope:

  • Website redesign
  • Page speed improvement
  • UX design
  • Animation
  • Graphics design
  • Website migration

Effect: Page speed +100%, redesign completed in 1 month.

Expert responsible for the service realization:
Dawid Polaniewski, Certified Webflow Freelancer ​/​ UX&UI Designer

Working with SoftwareSupp is pure pleasure!

As a member of SoftwareSupp network I connect quickly with the customer. This approach allows me to work in the same style as always!

The important thing is that they take care of both me and the client. For me - they notify me about current customer collaboration status and for the client - by following our project on Project Management tool, and by contacting me to confirm that everything was going according to the plan to finish the project on time.


Dawid, Webflow Expert and UX/UI Designer

The product website is one of the most important elements of a company’s online presence. It shows the company’s mission, the product features and should convince the potential customers to sign up for a trial. It needs to be a well-balanced mixture of informative and sales content.

Designing a new website is a big project that may take weeks or months to complete. The process of reviewing designs, improving copy, and project coordination can be long and seem to be a never-ending story.

However, with the right design expert and project management, the website redesign can be a smooth and easy process. SoftwareSupp assists you with both assigning  a software professional for the job and coordinating the project, so that you can focus on crafting the ideal message for your future customers.

New website for a software company

Having a well-designed, eye-catching, and functional website is a necessity for anyone who offers online products. It’s especially important for software companies because their website might be the factor that influences the potential client’s opinion on the quality of their application.

Primetric provides software for resource and finance management. The application helps you with project planning, scheduling, cost/profit management, time tracking, and reporting.

As a part of their rebranding process, Primetric (previously Grenade Hub) wanted to create a new website that would convey their core message for their clients. They wanted to share their mission which is “to provide a single system for resource & finance forecasting giving you the insight needed to make every project a success.”

Their software of choice was Webflow. It’s a website builder that doesn’t require you to know how to code to design and edit a website. Adding future changes and website maintenance is easy with this tool, so Primetric decided they want to use it for their new company website.

Connecting with the Webflow professional

Starting a project with SoftwareSupp comes with the assistance of a Project Manager who makes sure that the project is being completed on time, according to the client’s needs, and with the maximum efficiency. You minimize the time needed to coordinate the project, so you and your team can focus on the regular tasks. 

With SoftwareSupp, you also cut down on your recruitment and project management costs. You define the budget for the project and figure out the details with a specific freelancer. As compared to regular agencies, working with SoftwareSupp saves you the intermediary costs that are often a significant part of the agency’s final pricing for the project. With SoftwareSupp, the price is estimated upfront, so you know what you can expect and can plan your budget accordingly.

Primetric needed a consultant who would be able to design their new website according to their new brand book. They wanted the project to be done in Webflow, the software that allows the users to build responsive designs without coding.

At SoftwareSupp, we collaborate with experts in different software and technologies. Webflow is a relatively new solution on the market, but it’s getting more and more popular these days.

Apart from the software that you’re working with, whenever posting a project with us, you can add the skills that are required for the project.


We matched the client with a designer that had experience both in graphic design and building websites in Webflow. We also made sure that both the client and the expert are in the same timezone so that the cooperation isn’t affected by the time difference. 

Dawid, the expert that worked on the project, is a digital designer with several years of experience in Webflow/UX/UI. He has a holistic approach towards design and helps brands build a strong online and offline presence.

The Primetric team was impressed by Dawid’s portfolio and they considered his designs to be in line with their product vision. They wanted to make sure that the website would match the message they’d like to convey as a company.

The kick-off meeting and the following tasks

The project started with an intro call during which the SoftwareSupp Project Manager coordinated the schedule of the project and introduced the client and the expert. They were able to start working on the project right away. The Project Manager also helped with the timeline and mapping out the exact scope of the project.

When you work with a SoftwareSupp expert, you can be sure that you get more than simple task completion. The experts that we cooperate with always strive to act as consultants, so they will help you with choosing the best solution for the specific problem you might have.

As Primetric was in the process of rebranding, Dawid helped them with choosing their brand colors and suggested some improvements for their brand book. This helped the client to create a coherent visual communication with guidelines that will be useful for any next project they complete.

Creating a new website is always a great opportunity to simplify the brand’s message and to create a clear communication that unites the visual and written elements of the company’s online presence.

UX and the graphic design

Primetric already had a vision for their new website, so they were able to create an extensive brief. Based on the information from the client, Dawid designed the website structure that they started working on.

Initial homepage structure

Dawid and the Primetric team communicated about all the changes that were made to the initial designs. The client appreciated how smooth the cooperation with Dawid was.

After having agreed on the structure, Dawid designed the homepage using Adobe XD, a web-based UX design tool that enables collaboration between people involved in the project. This view was especially important because the main page defines what the next subpages would look like. The Primetric team was able to add comments in real-time to the website design, so everyone was always up to date about the progress of the project.

Having created the overall design, Dawid moved on to designing the graphics for the website. For the Primetric team, it was important to show the functionalities of their application, so the design included videos that showcased the usage of the application. 

Showing videos on the websites can explain the features of an application in an easy way. It also catches users’ attention and gets them more interested in what the website is about.

Website design in Webflow

Webflow is an online platform where you can “experience the power of HTML, CSS, and JavaScript in a 100% visual canvas.” This means that you can make your designs go live without extensive coding knowledge. The software allows the users to work visually with UI, without heavy code. It then saves you time and is budget-friendly, as designers can create fully functional websites without the need to hire significant front-end development resources. Still, Webflow allows to make proper edits to html, css, JS, classes which results in the mix of no-code design with proper code-based attention to details.

With all the graphics accepted by Primetric, Dawid started working on building the website in Webflow. He created a responsive design that looks well not only on laptops, but also mobile phones and tablets. Taking into consideration different screens that the website visitors use is necessary as the general Internet-browsing trends show that the usage of portable devices is growing.

Responsive website design

What really stands out in Webflow is how the software handles animations. This powerful tool allows you to have a real-time preview of the animation that you’re editing. 

With webflow animations, Dawid created a smooth design that highlights six major features of the Pimetric app in one dynamic view.

With the entire design created in Webflow, the Primetric team can easily add changes to the website in the future. It will save them time and resources that they would need to spend on hiring a website developer that would apply the changes related to product development or future business goals.

The website transformation

The new website responds better to the current software trends and illustrates the product’s strengths. With videos and animations, the website encourages the user to interact. It also has an overall better UX design that makes browsing the website more intuitive. 


New Primetric homepage

The old website described all the features in only one subpage without any categories that would help the user navigate and find what they need. You can compare the old design below with the new one above to see the difference.

Previous Primetric homepage

There are also significant changes in the way the product features are presented on the new website.

Old “Features” section

The new design is also minimalistic but it highlights the most important product features with additional background coloring and icons.

New design for the Features tab

Having the website ready is not the end of the redesign process. It’s necessary to stay on top of analytics and track users’ behavior to make the necessary adjustments. This way, you can maximize the conversions rates and improve the experience for your website visitors. Having chosen software like Webflow that makes adding future changes easier is a great example of choosing the strategy that matches the reality of running an online business.

Primetric now has a clear, well-visualized website with proper UX/UI design and can now expect actual improved page speed and conversion rate for its website and product.

Dawid Połaniewski

Certified Webflow Expert ​/​ UX&UI Designer

How to Uplift Your Store’s Customer Experience

Why you should care about your online retail shop’s customer experience and what are the simple tips that can help you improve it without too much effort. 

Learn more about Deb's profile and services on his SoftwareSupp exprt profile.

Do you remember the last time you visited a retail store down the block? What’s the first thing that happens there? 

If you don’t remember, it’d go something like this: the shopkeeper greets you and asks you what you need. After you tell them your requirement, they direct you to the aisle or part of the store where you could get that item. You pick it up, pay the shopkeeper, collect the receipt & your items, and get on with your day. 

Something similar happens when you visit an ecommerce store. This entire process can be termed as the buyer’s journey. Customer experience is simply how the brand communicates with you throughout the process. It’s how you make them ‘feel’ every step of the way. 

If you want to read a more formal & concise definition, here’s how Gartner defines customer experience management as “the practice of designing and reacting to customer interactions to meet or exceed their expectations, leading to greater customer satisfaction, loyalty, and advocacy.”

Every interaction matters when you’re creating a great experience - from the emails you send them periodically to how you respond to them on social media to how customers perceive your store. 

Why should ecommerce merchants care about customer experience?

Customer experience is all about how you treat your customers. If they like it, they are likely to buy from you regularly. They also expect businesses to correctly understand their needs. But there are several other positive impacts of a great customer experience. Let’s take a look at them.

1. Generate Brand Loyalty

Imagine the brand of shampoo you use to wash your hair. Would you suddenly switch to a new one? Probably not. It’s because you like the product and the brand itself. And you’re not alone. 36.5% of shoppers said they will spend more on products if they’re loyal to a brand, even if they can find cheaper options elsewhere. 

Brand loyalty translates to an increase in customer retention. If they only buy from your brand, the CLTV (aka customer lifetime value) increases manifold. In fact, A 5% increase in customer retention correlates with at least a 25% increase in profit. If you’re delivering an out-of-the-box customer experience, chances are that you’ll see its ROI sooner than later. 

2. Increase Customer Lifetime Value

First off, customer lifetime value means the total revenue you generate from a single customer in their lifetime of buying products from your store. CLTV has a direct correlation to your store’s revenue. 

If your store offers an amazing customer experience, the chances of getting repeat customers to increase dramatically. Repeat customers are generally loyal customers who purchase often. In fact, loyal customers spend 67% more, on average, than new customers.

3. Word of Mouth

Never underestimate the power of referrals. If you satisfy your customers today with a brilliant experience, you get to reap the rewards forever. Great customer experience generates word of mouth, i.e. people talk about your products and your store to their friends and family.

And that’s already verified. In fact, 81% of customers trust recommendations from family and friends over those from companies. Couldn’t be better now, could it?

Here are 5 ways to improve your store’s overall customer experience

Now that you’re sold (or I certainly hope so) on why you should care about your online retail shop’s customer experience, let’s look at some simple tips that can help you to improve it without too much effort. 

1. Create a User-friendly Website

Customers want an easy-to-navigate website where they can browse, find, and buy the products they need without any friction. The products must be arranged according to categories, a good search feature to quickly find the relevant product, and a seamless checkout process that doesn’t take them for a ride. 

To enable this, you can use the most commonly used ecommerce platform, Shopify. Shopify comes with hundreds of themes and thousands of apps to customize your store the way you want it. Its store builder feature lets your setup a store & make it live in just a few minutes. 

Since searching the store to find the right products is a big part of customer experience, you should also install Smart Search & Instant Search, a Shopify app that adds advanced search functionality to your store. 

2. Personalize Experiences

Let’s be honest. We all want to be treated uniquely and rightly so; we are all unique anyway. This is more than just putting the customer’s first name in the email. Everything from the content served on the website to the ads should be personalized. 

For example, you can personalize a customer’s product recommendation based on the last page they visited in your store. When they return, you’d be serving them a similar (or the same) product they are probably looking to buy. If you’re using Shopify, you can use Wiser, a product recommendations app. It helps to personalize recommendations thereby increasing the chances of a purchase. 

3. Provide Omnichannel Customer Service

Your online customers are everywhere. They’re hopping from one social media platform to another every minute. And if just by coincidence they come across your brand and ask a question or put in a complaint, you should be ready for it. By providing omnichannel customer support, you delight your customers and thus enhance their overall customer experience. 

You can seamlessly achieve this with DelightChat, an ecommerce customer service tool built to provide an omnichannel customer experience from a single screen. Reply to your customers across different channels ranging from email to Facebook to Instagram and a lot more. It’s super easy to use and you can manage it all without hopping between tabs. 

4. Build Awesome Product Pages

An awesome product page is key to ensure guaranteed sales. A compelling product page comes with clear product images, an enthralling description, and seamless navigation. It should also clearly state the pricing, delivery time, and other associated details needed to make a purchase decision. 

To build a stellar product page, you can check out Shogun. It’s a drag and drop page builder that helps you create conversion-optimized pages for your store. To take it a step further, you can add customer reviews from those who loved the product. 

If you’re using Shopify, you can try Loox, the #1 reviews app for your Shopify ecommerce store. This tool helps you show social proof that invokes a sense of trust. This helps the customer to make an informed decision before buying your product. Can you guess what we are doing here? That’s right, we’re enhancing the customer experience. 

5. Optimize for Mobile

Is your store optimized for mobile devices? It better be. By 2021, mobile ecommerce sales are expected to account for 54% of total ecommerce sales. Adults spend an average of 3 hours on mobile every day. If they happen to come across your site and like something, they’d want to buy immediately. 

If your store’s not optimized for mobile, chances are that you are losing revenue by the minute. So, make sure that your site loads under 3 seconds, images are optimized for mobile viewing, product information isn’t bursting into pixels and all the store’s functionalities are working in order. 

To conclude...

Ecommerce is a cutthroat industry. Customers are no longer satisfied with an awesome product. They want more from your store. They want to feel special and it’s your job to ensure that. So, if your product is already great & customers love it (which is the first step), you should start investing in customer experience. 

Deb Mukherjee

Certified Ecommerce Support Strategist

SoftwareSupp

5 min read

How we Improve Development Efficiency by 50% Operating in the Platform-based Model

Why should you hire with SoftwareSupp instead of hiring directly or with the help of another agency? And how do we claim to achieve +50% dev efficiency? Read more about our processes and technology.

SoftwareSupp is a company that is created and developed with software users in mind, meaning our processes, features and the way we work have been dedicated to matching the precise needs of software users and professionals. What does it mean in practice? Whenever signing a contract with us, you get:

  • A dedicated software professional with know-how in specific field leading your software project
  • A dedicated project manager with experience in leading software projects
  • A platform to help you succeed in your software project, including:
    - Ticketing system (priorities, estimated delivery time, etc.)
    - Secure access sharing
    - Meeting/remote session system
    + a few more

But you might be wondering - why should you hire with us instead of hiring directly or with the help of another agency? And how do you claim to achieve +50% dev efficiency?

Well, that’s a question we’ve heard from many potential customers and we’ll be happy to showcase you some of our processes and the benefits of working with us that include:

  • Superfast project deployment and setup
  • Instant contact with a dedicated software professional and a project manager
  • Skipping the additional costs related to agreements, hiring, interviewing, and more

Focus on selected technologies

But before we go into the details of our processes and technology, let me tell you more about our profile and focus.

In SoftwareSupp, we focus on selected technologies, building our know-how about development issues in very specific areas. 

By focusing on selected software solutions, we can:

  • Build our knowledge base for specific software-related areas
  • Deliver fast-to-deploy solutions for customers (repeatable)
  • Keep our pricing competitive for customers
  • Deliver high-quality software content to customers
  • Build direct relationships and partnerships with software vendors

As a result, thanks to the focus on specific tech areas, we improve our internal efficiency, at the same time delivering improved development efficiency to our ultimate customers.

Optimizing your dev cost by tech-powered hiring

In SoftwareSupp, we’re a freelance-powered agency and we work with freelancers (sometimes small agencies) that have a confirmed track record working on the software configuration/integration.

To make this process more efficient, we’ve designed a scalable verification framework, allowing our experts/freelancers to get verified and connected to our system in less than 24h time.

That helps us speed up the onboarding and interviewing process that for some agencies can last even a few months. Thanks to our verification process and recruitment framework, at SoftwareSupp, our experts can join any existing project instantly, saving tons of time and cost related to manual processing, application forms, interviewing, and many more.

Shortening the time spent on launching the project

When you need dev support, you need it fast and delivered in a quality fashion.

Our verification process focuses on confirming skills in the very specific software area, including track record verification and vendor certification.

Also, when setting up the offers with our experts, they agree to get started with the project in 24h time from the launch, so you don’t need to worry about additional time spent on the project's launch.

Our platform delivers a set of features that are aimed to launch your project quickly and these include:

  • One-click agreement signing, including accepting the scope
  • Instant project created in the system based on the agreed scope, allowing you to communicate with your dedicated software professional and your project manager
  • Ticketing system with your project’s milestones (based on the defined scope) displayed and communicated clearly

Before we launch the project, we spend quite a significant amount of time dedicated to scoping your project and we provide a set of tools to make sure we plan the scope the right way, including:

  • Scoping session/sessions
  • Scoping form
  • Scoping negotiation tool (to be released, soon)

Important! If we’re not able to handle your project/work (e.g. no available resources), you will simply get an answer that we won’t be able to launch it for you, or we will request to give us some time to handle it.

Making sure your work is delivered on time, in a quality and customer-friendly way

We have a set of mechanisms that helps us deliver our services in a quality way.

One of them is the weekly NPS survey that is sent to every customer. As a result, shall any tech or non-tech issues arise in the project, customers can report it immediately and make sure that we react with the proper fix and solution.

Also, apart from our verification process, for all our projects, we deliver a safe escrow payment mechanism to make sure your payment is processed in a secure manner, based on completed work. This allows us to make sure the work is actually delivered, ensuring the contractors’ remuneration is protected, at the same time charging the customer on the actual project’s completion.

For all the projects we handle, you will be getting notifications about the completion and time of the milestone required to reach them. You can also check on the milestones anytime in your SoftwareSupp projects’ tab.

To sum up, we aim to make sure your work is always delivered on time, focusing on quality and ensuring an outstanding customer experience (we love to see our customers happy).

Your dedicated software professional

We deliver experts in the CRM, website,  e-commerce, marketing automation space, helping you succeed in your software projects. Once you launch any project with us, you’re getting a dedicated software professional with know how and track record in the area, responsible for the realization of previously agreed scope. This helps us ensure proper quality of services, often shortening the time to delivery.

You have constant access to your dedicated expert from the “Your project” tab, allowing you to chat, set up a meeting, submit credentials, or post a support ticket/task.

Also once you have your project completed, you can simply use your project tab to complete it and make sure your remuneration is processed securely.

Your project manager

Currently, for all the projects we run at SoftwareSupp, we provide our project manager to make sure the project is completed successfully and meeting the highest quality standards.

Your project manager is responsible for facilitating communication, ensuring the safe delivery of passwords/records, and handling any billing issues.

Also, your project manager will be happy to help you with any additional development requests you might submit to make the SoftwareSupp platform develop and become more and more tailored to your specific needs.

Project deployment case study

Let’s look into the typical project deployment process for an agency:

  1. Scoping - the scoping can take even 1 week to complete
  2. Offer preparation - 1 week, similarly to scoping, this can take up to 1 week
  3. Payment/negotiations - 1 week, depending on both parties' approach
  4. Project setup/access sharing - 1 week, depending on the quality of agency

From my experience, this process, depending on the experience and track record of an agency, can last between 2 and 4 weeks, with large costs involved in the setup process, later reflected in the ultimate price displayed to the customer.

Depending on the selected agency/contractor, the cost of the above for different services can range:

  • For website building:  $12,000 to $150,000, Souce: WebFX
  • For e-commerce stores: $10,000 to $500,000, Source: OuterBox
  • For CRM setup: $10,000 to $50,000, Source: ScieneSoft

Now, let’s look into the typical project deployment process with SoftwareSupp:

  1. Scoping - 1 day, this is done by your dedicated Consultant at SoftwareSupp or you can do it automatically by using our scoping tool.
  2. Offer preparation - 1 day, as long as we can complete your project and have the resources available, we provide offers for the services in 24h
  3. Payment/negotiations - instantly, you can settle the payment based on your preferences instantly, also you can discuss your scope/adjust the budget if necessary, immediately
  4. Project setup/access sharing - instantly, we provide a dedicated platform to make it happen and help you succeed in the process.

For most customers, we’ve deployed projects in less than 1 day from their initial project submission, saving their time on searching for a contractor and awaiting for their technology to be implemented.

For most projects we handle, we have so far managed to offer the pricing within customer's budget, providing an efficient way of project’s delivery, increasing the development efficiency for customers by more than 50%.

Matt Pliszka

Consultant at SoftwareSupp

CRM Systems’ Comparison / Business and Implementation Perspective

Which CRM to choose? This is one of the most common questions we hear from the customers these days. With so many possibilities among both free and paid solutions, it becomes more and more challenging to choose the right option.

Learn more about Matt and hire for services on his SoftwareSupp Expert profile page.

Which CRM to choose? This is one of the most common questions we hear from the customers these days. With so many possibilities among both free and paid solutions, it becomes more and more challenging to choose the right option based on the needs, features, or required integrations.

In this material we are only going to look into actual high-quality, growing paid solutions as these are the ones that support long-term growth for your company (customization and tailoring to your specific organization’s needs, the competitiveness of features, and many more) and are the only ones we use when providing services to our customers. We’ll also take a more business-oriented perspective.

What to look at when choosing the CRM system?

When choosing the CRM system, there are a few key factors you need to consider and I’ll try to prioritize them in the right order:

1. Scalability and security

In my opinion, that’s one of the most important factors to consider when selecting your CRM solution. 

You want to make sure that as your team and business grow, you will be able to adjust your CRM to meet the increasing team’s needs and demands.

But what does scalability mean? It means that once your business grows, you need to reconfigure your system to meet the needs of new or growing teams. CRM needs to be responsive to these reconfiguration issues.

E.g. Your marketing team decides to launch Google Ads as a new marketing channel which has never been used before. They need to be able to quickly plug into the CRM system to analyze the campaigns’ data and/or generate remarketing/retargeting lists.

Of course, as CRM is the most important software in the organization, security plays a crucial role and all the data you store in your system must be safe.

2. User-adoption

In today’s dynamic environment, onboarding current and new team members to the software is crucial for your company’s success.

Make sure that when given a choice, you choose a more user-friendly solution, allowing your team members to quickly onboard and start using the system.

As a result, you will find spending much less time training your team members on using the software properly and solving tech queries and have more time to discuss business strategy and actual CRM data.

E.g. You onboard a new team member to the team, not understanding the company's processes. If they jump into a user-friendly CRM, they will see the straightforward sales process and will be able to start acting on this right away.

3. Open API/environment

If you’re investing in a CRM system, you need to make sure that you’re able to access it from every side as you grow.

Let’s say you want to automatically extract the information from your CRM to generate proper custom reports. You’d then need to be able to parse the records of your organizations/contacts.

E.g. If you need to set up an integration between your ERP and CRM system, make sure that you have an open API in your CRM system in place allowing you to write scripts between 2 software solutions.

4. Growth

Don’t choose a CRM that doesn’t grow in features and integrations every month.

With today’s market being so competitive, you need to make sure that your technology stays competitive and allows you to explore new areas for sales and conversion growth.

How to check if CRM is growing in features/integrations? Just check their release history or current features’ pipeline. Also, the amount of funding and growth in the number of integration/implementation partners can be a good indicator of CRM’s growth.

5. Maintenance costs/budget

Don’t take price as the most important factor in your CRM selection but calculate the upfront cost related to this kind of investment and if possible, minimize the time devoted to maintenance development.

You can also use professional, specialized support to make sure you succeed in your CRM implementation/refinement.

E.g. Some of today’s solutions provide many robust no-code functionalities allowing you to easily integrate and configure without significant dev spending.

What are the fastest growing CRM systems, how much do they cost, and what are their development plans?

CAGR - a compounded annual growth rate

1. Pipedrive / +75.50% CAGR customers’ growth

2012: 1,000 customers
2020: 90,000 customers

Source: Data reported by the vendor.

Standard license cost: $69/m per user.

Pipedrive is the fastest growing CRM (announced unicorn status today) and has quickly grown into one of the CRM market leaders, with the rapid growth of +75.50% CAGR and expansion of features, integrations, and user-friendly capabilities.

A huge advantage and benefit of Pipedrive is its straightforward approach towards CRM with a super user-friendly interface based on visual pipeline, custom fields, per-account activity planning, and workflow automation capabilities.

Pipedrive grows very fast when it comes to releasing new features and adjusting to changing customers’ needs, with some of the new features including:

  • Live chat/chatbot
  • Documents
  • Prospects’ database
  • Web visitors identification
  • Sales documents creation

Pipedrive can be easily customized and personalized to match the needs of the company and is industry-agnostic.

So you will be able to easily adjust it to the specific needs of your business or team by customizing custom fields, proper integrations, or workflow automation setup.

As a Pipedrive Partner and implementation company, we’ve seen many companies strive with this technology, growing their sales and conversion thanks to proper setup.

Pipedrive benefits:

  • Easy-to-use, configure, and secure data
  • Growing in features and integrations
  • More and more robust open API

Pipedrive drawbacks:

  • No proper communication integrations (e.g. LinkedIn)
  • The offering module is still early stage
  • No marketing automation (to be added with Mailigen integration into the product)

-> Read our Pipedrive CRM review

2. Freshsales / +63.30% CAGR customers’ growth

2018: 15,000 customers
2020: 40,000 customers

Source: Data reported by the vendor.

Standard license cost: $69/m per user.

Freshsales is part of the Freshworks suite of products, so its great advantage is that it’s a part of a growing and expanding ecosystem, which comprises solutions like helpdesk (Freshdesk), live chat (Freshchat), or calls center (Freshcaller).

Another great advantage is a built-in marketing automation module, allowing you to easily draft customer journeys, based on clicks, opens, website visits, and many more.

It will also integrate with your WhatsApp and Apple Business Chat, providing you with robust features when it comes to communicating with prospects and customers.

It’s not the easiest CRM to use, though. Every page of the system takes some time to load which I would say sometimes makes it more tailored to larger businesses and not dynamically growing startups.

Freshsales benefits:

  • Marketing automation and communication module
  • A part of a suite of applications
  • The built-in lead scoring system

Freshsales drawbacks:

  • Slow to use/respond
  • Not the most user-friendly solution 
  • Pricey add-ons

3. HubSpot / +44.65% CAGR customers’ growth

2015: 15,000 customers
2020: 95,000 customers

Source: Data reported by the vendor.

Standard license cost: $108/m per user.

HubSpot is more than a CRM solution as it’s a marketing suite that allows you to run full content marketing, funnel, and customer journey planning. 

Hence, HubSpot is a perfect tool if you operate an online or semi-online business based on content marketing and want to analyze visitors’, customers’ sources, extract the data about their conversion, and make sure you know the actual cost of every lead you acquire through a content marketing channel.

Like other tools, HubSpot will allow you to personalize customer journeys, customize the records to match your desired data structure, and communicate with prospects on the CRM level but once you use its marketing module, you will also be able to draft landing pages and integrate them with your CRM system.

It’s quite expensive for a CRM solution, though, so if you’re not into an in-depth marketing analysis, another CRM tool will likely be a better choice.

HubSpot benefits:

  • Marketing funnel analysis
  • All-in-one solution (marketing, sales, service) with automation functions
  • Data enrichment capabilities (e.g. data on size/revenue)

HubSpot drawbacks:

  • Quite expensive
  • Being all-in-one might not be the most user-friendly approach for everybody

4. Zoho / +24.57% CAGR customers’ growth

2015: 50,000 customers
2020: 150,000 customers

Source: Data reported by the vendor.

Standard license cost: $35/m per user.

Zoho is another all-in-one CRM growing in popularity focusing on products and offers. That means it acts as a good solution for those selling repeatable products (like retail stores or e-commerce) and sending structured offers to potential customers.

Zoho CRM will allow you to create order forms for customers and has vast options when it comes to creating a custom data structure (there is no limitation like division into organizations, products, contacts), invoicing, and reporting customization. 

Zoho will also allow you any custom API integration with an own Deluge coding framework. 

Zoho benefits:

  • Flexible for retail businesses
  • Good reporting
  • High level of personalization in terms of data structure

Zoho disadvantages:

  • Not the most user-friendly solution
  • Integration environment focused on Zoho applications

5. SalesForce / 4.61% CAGR customers’ growth

2011: 100,000
2020: 150,000

Source: Data reported by the vendor.

SalesForce is the largest and one of the oldest CRM solutions on the market, so it’s not growing as fast as other CRMs do (at least customer-wise) but contrary to other CRM systems, it will offer you every functionality you can think about.

These include marketing automation, sales automation, prospecting, cold emailing campaigns, resources management, invoicing, account management, and many more, including additional apps or APEX-based modifications.

And while its features will be great in terms of functionality and robustness, you will need to handle them through separate modules (e.g. Sales Cloud for Sales & Pardot for Marketing) which will require some significant integration work (still, despite being interconnected these act as 2 separate modules).

Implementing SalesForce will be challenging and expensive (significant development cost, upfront payment for the software), so you will need to be sizable to handle one and maintain it. 

On the other hand, joining the “SalesForce club” can be beneficial for building your business relations with other SalesForce users.

SalesForce benefits:

  • Fully adjustable to your organization
  • Robust account management
  • Lead scoring/qualification systems 
  • (implementing Miller-Heinman or Bant will not be a problem)

SalesForce disadvantages:

  • Most changes/modifications will require professional development support
  • Onboarding new team members to SalesForce will require more extensive training if they haven’t used the software previously
  • Wouldn’t call SalesForce a user-friendly solution

As you can see, new CRM solutions are building a stronger presence due to their user-friendliness and increasing number of features/integrations which makes them a considerable choice when compared to SalesForce and other large CRM solutions on the market. 

Pipedrive is my personal favorite but what is are your views on the future of CRM?

-> 10 Steps to Successful CRM Implementation & Integration

Matt Pliszka

Consultant at SoftwareSupp

SoftwareSupp Becomes a Certified Integromat Partner

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What does it mean?

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Matt Pliszka

Consultant at SoftwareSupp

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