Free Sales Call Report Templates Fit Small Business: Fill & Download for Free

CRM software gives your sales team the organizational tools to better focus their efforts and close more deals more efficiently. They can run the gamut from sales-focused pipeline management tools to full enterprise solutions that touch on every department of your business.Here is the list of best CRM tools on the basis of price, features, and integrations.InsightlyI recommend Insightly as the best CRM for small businesses because it’s the system your team is the most likely to actually use and embrace thanks to its intuitive menus, fast-loading design, and advanced features that focus on quality over quantity. It’s also the system we use here at Fit Small Business.Insightly PricingWhile Insightly offers a wide range of editions, Insightly’s Plus plan for $29/month per user will meet the needs of most small businesses. The Plus plan offers all the essential CRM features, plus additional integrations, scheduled reports, and custom branding.ZohoIf you want a greater range of sales and marketing tools, like quotes, purchase orders, and website visitor tracking or if you want to have greater control over the layout and data in your system, then we recommend Zoho CRM.Zoho PricingZoho offers a range of pricing options that are similar to Insightly. Their Standard edition at $12/month per user includes custom reports, lead scoring, and third-party integrations, but we recommend their Professional edition at $20/month per user. The Professional edition is where Zoho’s more advanced tools begin to be offered. While Zoho’s pricing is more competitive, Insightly’s ease of use make it a better value overall.PipedrivePipedrive is very sales-focused and easy to use out of the box. Pipedrive’s home page is a visual representation of your sales pipeline, which sales reps love because it’s exactly how they would expect a sales CRM to look and work. It’s also the best, inexpensive option for companies to manage only sales with their CRM.Pipedrive PricingPipedrive offers three pricing packages — Silver at $10/month per user, Gold at $24/month per user, and Platinum at $63/month per user. All plans include sales pipeline management and reporting. Silver includes 2GB of file storage, Gold includes 5GB of file storage, full email sync including templates, and product management, and Platinum includes 100GB of file storage, revenue forecasting, and priority support.HubspotI recommend HubSpot for businesses using a CRM for the first time, especially those on a limited budget. It has a simple and powerful range of features, which includes powerful contact management, lead tracking, and pipeline management. And what HubSpot may lack in the number of features, it makes up for in simplicity, power, and quality.HubSpot PricingHubSpot is unique among the options we reviewed in that they offer their base CRM service for free. This includes core features, such as customer management, deal management, task management, Gmail integration, email scheduling, and email tracking.However, the ability to add prospects, as well as increasing the limits on templates, storage, and reporting requires the addition of HubSpot’s Sales Starter package at $50/month per user. More advanced features, such as sales automation, predictive lead scoring, product management, and multiple deal pipelines requires HubSpot’s Sales Professional package at $200/month per user.SalesmateWith Salesmate CRM, sales teams can manage their pipeline efficaciously and save time in all aspects of their work processes. The platform’s assistance allows them to capture leads with less effort. On top of that, the software automates parts of the workflow so the sales team spend more time engaging potential customers rather than managing data.Moreover, Salesmate makes certain that businesses do not lose track of valuable leads. The software notifies the sales team of a prospect that has not been followed-up to ensure that they are continually engaged with. This allows businesses to keep valued contacts and maintain communications with them.Salesmate PricingThe most unique and interesting part of Salesmate CRM is that it offers only single plan with all the features such as sales automation, contact management, built-in calling and text, email automation, sales forecasting, deal & pipeline management etc.You as a business owner don’t need to spend anything extra to get access to any feature. It’s the most affordable CRM in terms of pricing comparing with Insightly, Pipedrive & Zoho.So CRM software is a sound investment for your business. Sales teams in particular can benefit from their lead, sales, and workflow management features, which can significantly increase efficiency and allow them to focus on what they do best — converting leads into customers. There’s no shortage of CRM options on the market, from free and basic to fully featured enterprise-level suites. Which one is best for your business will depend largely on the number of users, the size of your business, any other applications that you would like to integrate, and, of course, your budget.

I recommend Salesmate. You can easily integrate Salesmate CRM with Gmail.Salesmate CRM is widely used CRM software in market for small and mid sized businesses. With Salesmate CRM, sales reps can automate their day to day manual tasks and can spend more time in selling. It is highly affordable and cost effective CRM in present market scenario.For small businesses, to reasons why I would suggest you Salesmate CRM:- Easy to use, simplified & effective- Easily customized – Suited for all types of sales teams, processes and requirements.- Highly affordable – Especially designed for small businesses eliminating undesirable features for small businesses that leads to increased cost.- 24/7 Technical Support – Via email, live chat & callSalesmate is a truly intelligent sales CRM helps sales reps be more productive, increases their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster. With Salesmate, it got easier for businesses manage their pipeline, save time at all stages of the sales cycle and win new customers without breaking their back on busywork.Salesmate Feature Highlights:Automate Your Activities with Sales AutomationModify sales workflow with Salesmate for better interaction with your leads. Setting the reminders for various tasks, allocating activities for the contact and assigning it to the sales reps and sending outbound emails, all this tasks can be automated with Salesmate.2. Smart Email Tracking of You Sales EmailsYou have different formats of email templates that have been designed to be sent out for separate occasions. But just sending out these emails does not help you, does it? You need more insight on the emails that were opened and any other activities that is associated with your emails. This data helps you in prioritizing the sales call and helps you stay ahead of the competition.3. Always Be PreparedJuggling between customer data is arduous and frustrates sales reps plus you do not want to mix a Rachel with a Monica. With Salesmate all the associated data of the client can be pulled up with relevant name, tag, deal and company search. Having a central pool of your data means you never let your guard down and lose on a crucial deal and this also helps you become productive.4. Qualify For More DealsFeatures like email tracking and sales goals tracking help a manager in taking proper measures while managing deals. Too much time taken to close a deal means loss of valuable time, resources and money. Salesmate helps you in tracking each and every deals and gives you the flexibility of setting notifications for each and every activity done inside any particular deal.5. Sales Intelligence with Intuitive Sales reportsPre-built, interactive and customizable sales reports from Salesmate helps businesses to analyze the current scenario and take smart decisions in future.6. Seamless Sales Pipeline ManagementGive more clarity to your work and keep track of all deals in the sales pipeline. Simple drag and drop feature to move deals to different sales stages makes it easier to work with.7. Seamless integration with third part apps including GmailIntegrate with other apps to save time.Top integrations:GmailGoogle CalendarGoogle ContactsSlackRingCentralWufooMailChimp8. Smart Workflow Automation for eliminating manual workSalesmate lets you automate simple to sophisticated sales processes and increase productivity. Workflow automation helps you to automate:-- Lead and task assignment-- Follow up emails-- Update Records-- Update TeammatesMobile CRM AppGet full control over your sales results by tracking each and every detail of your customer, prospects and deals on your fingertips. Access Android & iOS CRM Mobile App from remote location and keep track of everything you need for selling more in lesser time.Still wondering if Salesmate is best fit for business or not? Get a FREE trial here.Want to request a FREE demo, click here

The best productivity and marketing tools for entrepreneurs and small business owners are:1. Business Loan CalculatorFor most small businesses, business loans remain critical for expansion, resources and many other aspects. But it remains a challenging job to figure out the terms and cost to take out a business loan. If you’re able to get acquainted with the terms and cost of business loans beforehand, you’ll be able to figure out if it’s actually beneficial to borrow money or not. And to do that effectively, you’ll need access to an online business loan calculator that’s quick, precise and easy to use.2. Resignation Letter TemplateNow that you’ve planned for the small business loan, it’s time to bid adieu to present job. Remember, starting a small business is a true labor of love and it takes much time, money and resources strike out on your own. But if you’re actually start your dream venture, you’ll first need to get prepared mentally and leave your existing job.Whenever you plan to leave a job you’ll be you will need to put it in writing. When it comes to putting your design to quit your existing job in a professional and business-like manner, there’s no one size fit all approach. The reasons for your resignation could vary greatly, depending on circumstances. But we’re sure you’ll agree often it gets difficult to putting your point into words.This is where free resignation templates comes to your rescue. Simply download a relevant resignation letter template and fill in your personal details to quit your job properly.3. QR Code GeneratorA QR Code is the abbreviated form of “Quick Response” code. QR codes are just like the barcodes that are used by businesses to track inventory and price products at POS (point of sale). However, QR codes are mobile device readable and store much more data as compared to normal bar codes.These codes store information about website URL’s, phone number, email addresses and a slew of other alphanumeric data. Given the ever-increasing popularity of mobile and smart phone devices have made it important for businesses to create unique QR codes for their businesses.There are a wide number of free QR codes available on the Internet. But remember QR codes are the lifeblood of today’s business. That’s why it’s important to choose the best option available.4. Barcode GeneratorIf you manage a small business and are finding it difficult to track and manage the inventory, then barcodes are what you need. Most retailers and distributors have barcodes for inventory and sales management. In fact, barcode technology has become much sought after and popular amongst consumers. Besides making the process of inventory management easy, barcodes also help you save seizable on your operational costs. In addition, barcode technology also reduce the necessity of manual data entry, thereby reducing the likelihood of human error.5. Profit Margin CalculatorSo, you’ve put your business and are already done with the product development process, what next? You’ll need define the selling price for your products to ensure a desired profit margin. Generally, your profit margin help you determine the long term health of your small business. Here’s the formula to calculate gross margin – Gross Margin = 100 X Profit/Revenue (when expressed as a percentage).The formula for profit – Profit = Revenue – Costs.There are a number of free online Profit Margin calculators that can help you calculate the profit margin easily and conveniently, thereby helping you achieve the desired profit margin.6. PayPal Fee CalculatorPayPal is one of the world’s most popular and sought after online payments systems. An increasingly large number of small businesses and retailers pin their faith upon PayPal when it comes to receiving payments from their customers. It’s no wonder since the platform is free to use.There’s no monthly or cancellation fee. However, PayPal stipulates a currency conversion fees for overseas payments. But calculating the exact fees remains a tough task as the exchange rate keeps on changing. This is where PayPal fee calculator comes to your rescue. An online PayPal Fee Calculator can help you understand what you may be charged by PayPal.7. Image ResizerIf you manage an online business, we’re sure that you already know how important product images are. One thing that affects the visual appeal of your online store are photos. But if your images aren’t proper sized and clear, your customers would abandon your site and will go to your competitor. We’re sure you’ll agree that resizing images to ensure highest of quality and standards is no mean feat! Enter free online resizer tools!Editing product images was never easier. Select from a number of photo editing functions: resize photos and images, choose from preset pixel dimensions or take your pick from custom width and height. And that’s not all, you can also sort, rename or add a watermark to protect your pictures against copyright infringements.8. Slogan GeneratorEveryone and their moms know that slogans or taglines are as important as your brand name in terms of promoting your services or products in today’s ever-so-competitive and ever-so-chaotic market. You’ll need a slogan that explains your business, its USP and its products or services.You’ll need to make your slogan is catchy and easy to remember in order to increase the recall value of your business. And to get such a slogan, you’ll need to hire an experienced copywriter. But what if you don’t have oodles of money to bear the ever-increasing charges of such experienced copywriters. This is where online slogan generators provide you with an optimal solution. With these free, online slogan generators, you can easily create a powerful slogan that can take elements of your brand and showcase it to the world in a way that’s even more awesome.9. Google Analytics URL BuilderGoogle Analytics URL Builder, also called Google URL Tool, is one of the most sought after tools by most small businesses. This amazing tool helps businesses track which marketing campaigns their visitors have come from and what do visitors exactly do their sites. This helps businesses get an insight into their marketing efforts and strategies.Remember, there are multiple perks of tracking your visitors. And it makes sense to use Google Analytics URL Builder tool to produce value rich reports. Don’t free, this useful tool is absolutely free to use. All you need to provide is the website URL, campaign source, campaign medium, campaign name, campaign term and campaign content URL.10. CRO & Analytics ToolNow when you’ve started marketing your products and services, you’ll also need to work on conversion optimization to increase revenue for your business. After all, this is your dream venture and we’re sure you’ll like to attract sales and boost your revenue quickly and conveniently. This is where free CRO and Analytics tool come to your rescue.Source: Top 10 Insanely Useful Yet Free Small Business Tools For Online Entrepreneurs