Traditional CRM vs. Regular Use of CRM: How to Choose?

Now that you understand the differences between general purpose CRMs and enterprise-specific CRMs, I’ll highlight different systems designed for specific industries.

I will also highlight the niche features that differentiate these industry-specific CRMs from others.

Concepts of the company Real Estate CRM

Real Estate CRMs offer a variety of tools and features for managing real estate transactions and checklists.

Additionally, these CRMs help real estate agents and businesses manage leads.

These systems help marketing professionals with their marketing needs, allowing agents to manage their campaigns through email, online advertising, social media, and mobile.

Real Estate CRM Essentials

Some of the special features that CRM offers you include:

  • Document management tools
  • Various loan origination programs
  • Email marketing tools
  • Integration with real estate platforms (including Zillow, Trulia, and PropertyRadar)
  • Tools to manage multiple assets from one place

Check out our full list of Top Real Estate CRMs!

Insurance CRM

A real CRM for insurance companies is designed for insurance agents, brokers, and insurance companies.

Tools complement company strategies, such as nurturing leads, tracking new trends, and managing insurance policies and plans.

CRM for insurance includes software that ensures your team is compliant with the laws and regulations related to the business.

CRM requirements for Insurance

An insurance CRM includes key features such as:

  • Lead distribution program
  • Agent/rep production reports
  • Leadership training tools
  • Marketing tracking
  • Process management
  • Email logs and meetings
  • Call Center Operations
  • Do-it-yourself plumbing equipment
  • System management

CRM software for insurance companies stores customer data while providing in-depth reporting, ensuring companies make data-driven decisions.

Checkout the Best Insurance CRMs we have tried.

Law Firm CRM

CRMs for law firms combine several advantages, including a deep focus on customer needs, accurate time tracking, and easy marketing.

Also, these industry-specific CRMs lead to fewer communication errors because customer details are centralized.

Key Features of CRM Companies

Some important CRM features to look for if you’re running a law firm include:

  • Best email templates
  • Calendar integration
  • Adding money
  • Powerful search
  • Ability to keep records
  • eSignature
  • Time tracking
  • Data security

Check out our (tested) list of Best Law Firm CRMs!

CRM building project

Industry-specific CRM software for businesses in the construction industry includes easy-to-use templates for project estimates and proposals.

These systems include mobile CRM capabilities, ensuring that your team can access information and forms regardless of whether you are in the office or on the job site.

Building CRM offers products designed for businesses that operate in multiple locations throughout the month.

Therefore, mobile apps and web presence are very important.

CRM Infrastructure Requirements

Some of the features associated with CRM in the construction industry include:

  • Sharing photos on the job site
  • Job estimate templates
  • Tools for managing contractors
  • Integration with accounting software like QuickBooks (invoicing, payment processing, and budgeting)
  • Bid management tools and construction services

If you run a business that does carpentry, demolition, plumbing, electrical work, remodeling, welding, or any other construction-related job, these CRMs are perfect!

Corporate CRM concepts

Accounting CRMs help bookkeepers, accountants, and finance staff manage invoices and payments efficiently.

These software systems also ensure that company information is stored on a central platform, ensuring smooth operations and maintenance.

One of the most popular companies in this industry is Zoho’s CRM.

Zoho is a premium platform with useful features especially for accountants and bookkeepers.

CRM Accounting Essentials

Accounting CRM software systems require special features, including the following:

  • Invoice and billing templates
  • Creating invoices
  • Payment processing
  • Tax calculations
  • Access to open banking
  • Registration management
  • Payment reminders
  • Creating financial reports
  • User-generated invoices, invoices, and purchase orders
  • Product development
  • Tools for managing customer interactions

As you can see, accounting CRMs are a cost-effective business choice because they offer a wide range of business tools.

Check out our complete (tested) list of Accounting CRMs!

Healthcare CRM

Healthcare CRMs are designed to help manage appointments, schedule patient visits, and enroll new patients.

These systems also help health professionals handle insurance claims and other administrative tasks.

Therefore, they reduce tedious manual work and save time and money.

Real-time CRM systems for healthcare companies must be HIPAA compliant, a feature that is often lacking.

Healthcare Requirements for CRM

Some of the features that are relevant to this business include:

  • Medical device management software
  • Tools to manage and improve health care performance
  • Maintaining patient records
  • Software to protect the privacy of patient records
  • Medical product tracking
  • HIPAA-compliant appointment time and reminder format
  • Business process automation design
  • Customer support tools

Healthcare CRMs often have higher security standards than general-purpose CRMs because they manage medical and insurance information.

Check out ours The Best CRM for Healthcare list!

Call Center CRM

Call center CRMs offer many time-saving features, including phone functionality that tracks and calls businesses.

One of the best CRM platforms in the industry is Freshsales.

Freshsales is a cloud-based CRM with tools that meet business needs such as call recording, call encryption, and in-app calling capabilities.

With Freshsales, users can buy local and toll-free numbers based on their location.

Key Call Center CRM Features

CRMs for these types of businesses include:

  • Tracking and recording
  • Lead management
  • Connect with control devices
  • Online level calling in app
  • Making a phone call
  • System management
  • Connect with a good reputation
  • Call analytics and reports

These small businesses benefit from enterprise CRM because they don’t need to integrate many third-party software.

Instead, the necessary phone equipment is included in their monthly price.

Asset management CRM

These CRMs help property management companies manage multiple properties in their portfolios, including tenants and tenants.

One of the leading CRMs that cater to inventory management needs is Really Simple Systems.

This CRM is perfect for site managers who have extensive industry knowledge but little experience.

Really Simple Systems is easy to use by offering advanced scheduling and customization options.

CRM Asset Management Essentials

Asset management requirements CRMs support businesses. Some examples are:

  • Payment collection program
  • Rental of contract management equipment
  • Lead generation
  • Customer service management tools
  • Type to filter
  • Work management
  • Communication management
  • Sharing photos on the job site

Recommended if you are looking for a list of Best CRMs for Asset Management!

Profitless CRM

Nonprofit CRMs help charities and non-governmental organizations raise funds and manage fundraising campaigns.

Look for features that support event processing and in-depth reporting if you want this type of CRM.

In-depth reports and analytics give you a clear picture of your provider’s performance and activity-related data.

That way, you know what’s going to raise the most money and where you need to make changes.

Non-Profit Requirements of CRM

Some of the features included in a nonprofit CRM program include:

  • Data and analytics on current and prospective providers
  • Financial management tools
  • Tools that help manage project-based activities
  • Contact information for donors
  • Previous customer history
  • Financial history
  • Value-enhancing tools
  • Email marketing
  • Fundraising tools
  • Supplier management

We’ve made a list if you’re interested Best Free CRM!

Hospitality CRM

Industry-specific CRMs for businesses in the hospitality industry provide products and tools that connect customers, perform scheduling tasks, and manage event-related projects.

Some examples of companies that use these CRMs include hotels, restaurants, and catering businesses.

One example is CaterZen, designed for the retail and restaurant industry.

CaterZen has a delivery interface, flexible interface, and loyalty programs, ensuring that businesses generate revenue and retain customers.

CRM requirements for Hospitality

Some of the most important aspects of a hospitality CRM system include:

  • Delivery schedule report
  • Lead management
  • Sales and marketing
  • Tracking drivers
  • Configure the input program
  • Email campaigns
  • Booking arrangement
  • Event management

Fitness and Wellness CRM

CRMs for healthcare or healthcare services support day-to-day tasks such as scheduling and tracking.

That way, your employees can focus on what they care about most!

One of the leading software for the fitness and health industry is PushPress. PushPress is a custom tool that automates custom tasks and processes and allows users to create training sessions for their customers.

Fitness Requirements & Benefits of CRM

CRM software for the fitness and health industry includes:

  • Membership tracking
  • Analysis of factors related to physical activity
  • Integration
  • Leader to follow the program
  • Member data organization
  • Payment processing

Some strong and healthy CRMs include customer relationship reports so you can analyze the level of satisfaction and improve the experience of your members.

Beauty CRM

CRMs designed for the beauty and salon industries make running a business easier than you think.

Instead of using different payment methods, rent control, etc., these CRMs cater to specific business needs.

The most popular CRM for salons, spas, and tattoo parlors is Varago because it provides a centralized solution for users.

CRM Essentials

CRMs for the beauty industry include:

  • Processing reservations
  • Cheap money
  • Product analysis
  • Rewards program management tools
  • Marketing strategies include social media, email, and SMS
  • Managing customer profiles
  • Management of wages and rent

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