What Features To Look In A CRM & Why They Are Important?

With the ever-growing developments taking place in the software industry every day, a business has thousands of applications to choose from. Your customers are on the top of your priority list, and they are your seeds of success as well. This makes efficient customer relationship management a top priority for any business.

There are hundreds of CRM applications suitable for all types of business. The real question is: How would you know which is a perfect CRM application for your business and what features it should have? Therefore, here are some of the must-have features of a good CRM software for any business. Take a close look!


Minimalism in CRM

Modern CRM apps offer a wide range of options meant to address an array of customer relationship and business management. Although adoption of CRM portals is done for the sake of easing and automating customer relations related operations of any business, it is also a worthy consideration when it comes to ensuring error-free management of business projects and customer relationship.

A CRM application that anyone can use, especially one which attracts the user with its simple design and intuitive Graphical User Interface (GUI), is the key factor in user-adoption of not only a CRM but any kind of electronic software. Simplicity is among the key standards of software designing. It’s affirmative to keep the design as simple as possible while attending to all of the expected business requirements efficiently. Complexity puts you at disadvantage right from the very beginning.

Mobile Access


The core functionalities of a CRM application must consolidate mobile accessibility as a standard (W3C accessibility guidelines). It’s one of the features that over 88% users love in any application. According to a research from Innoppl Technologies, the difference between sales quota achievements of mobile CRM users and non-mobile CRM users is 43%.

Since people from the sales team are the ones to spend most of their time outside of the office, it’s important that they have access to the CRM functions even outside the office. 60% of internet access today is via mobile devices, which means responsive designs have earned their place at the grand table.

Related: How Does Mobile Tech Impact Business?

Social Media Integration


With the arrival of social media, it has become a whole lot easier to connect and attract more and more audience than ever before. Therefore, social media integration has become a key ingredient of a reliable CRM app and made things easier for customer-centric businesses.

A social CRM application allows you to screen, project, and manage your communication with the customer, allowing greater understanding and healthier customer relationship. With a staggering number of 22% of world’s total population is using Facebook, the odds of knowing the customer, advertising effectively and tailoring the products/services according to their needs get much higher.

Related: Why Is Social CRM Better Than Conventional CRM?

Project Management


Project management is one of the essential tools a CRM app must come integrated with. It helps navigate through the pre-sale to post-sale procedures easily, which saves you time that manual tasks take.

“Trying to manage a project without project management is like trying to play a football game without a game plan”

K. Tate (Georgia Institute of Technology)

Therefore, make sure your CRM must have a “Project Management” feature to make customer-centric sales projects easier to manage with the concerned team.

Feedback Management


Feedback is an essential thing for a business as it provides you with deep insights about your customer’ preferences concerning your products or services. It may sting sometimes, but it’s actually the best commodity you can get.

“We all need people who will give us feedback. That’s how we improve.”

William Henry Gates III a.k.a Bill Gates (Co-Founder Microsoft)

A well-designed feedback management tool, which allows multiple methods of getting feedback, must be a part of an ideal CRM. It allows accurate data analysis which helps in tailoring the way a seller approaches the customers, and can also be used as a future motivation.

Contact Management


There are hundreds of apps that come as standalone contact management tools, but why opting for an extra utility when you can have one in your CRM? And there are thousands of customers out there for the taking. How would you remember their details? Would you like to manually write them down? Off course not!

This isn’t how we do things now. A CRM that has built-in contact management is worth spending your money on. It allows you to store customer details with regards to their status whether they’re prospects or leads.

Keep in mind that the CRM that you choose for your needs must also allow you to import contacts from other platforms. It will save you extra efforts and keep all your contacts in the same place.

Final Word


Worried that we made things more complex for you? Actually, not at all! Because we also have the perfect solution just for you. OneCubeCRM is an all-inclusive unification of all the above-mentioned features.

OneCubeCRM is specially tailored for small businesses and comes fully packaged with:

  • Simple and intuitive design
  • Accessibility from various mobile devices
  • Social media integration
  • Project management
  • Feedback management
  • Contact management

Start your free trial today and get success with customer building!

If you need more details about how to make the most out of your CRM system, we have a few suggestions below:

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