CRM Comparison Guide
Everything you need to make the right tech stack decisions for your business growth.
Switching CRMs can be a pain
It pays to do your research and choose the right CRM and email marketing automation platform for your business up front.
After all, you plan to be using this system to grow your business for years to come.
Small Businesses That Leverage Automation Technology Grow Faster
A Customer Relationship Management (CRM) system might seem like overkill for small businesses, but it’s actually even more important if you’re running a lean business.
Why? Because a CRM system can help you automate repetitive tasks, keep track of your best prospects, and follow-up in a smart and personalized way.
Plus, if you send any emails as part of your business, you’re already spending money on an email marketing provider… so you might as well invest in a solution that combines both the customer relationship management and email automation in one tool.
Let’s dive into the most important aspects when undertaking a CRM comparison.
CRM Comparison Matrix for AccessAlly Integration
If you've outgrown other payment, course, and membership sites and you're considering AccessAlly then you'll see how each CRM stacks up in terms of functionality.
|Login||Auto Login & Custom Widget|
|Inline Profile Edit|
|User Directory||User Directory|
|Order & Billing||Order & Subscription List||(through the Payment feature, stored locally)||(through the Payment feature, stored locally)||(through the Payment feature, stored locally)|
|Billing Address Information|
|Credit card information|
|Page Permission & Redirect|
|Affiliate Lead Info|
|Custom Operation||Custom Field Value & Change Log|
|Custom Op. - Add Tag|
|Custom Op. - Increase/Decrease Value|
|Custom Op. - Countdown Timer|
|Custom Op. - Split Test|
|Custom Op. - One-Click Upsell|
|Custom Op. - Create Member on Opt-In|
|User management||User management (search by id)|
|User management (search by email)|
|Course wizard||Course wizard (standalone)|
|Course wizard (stage-release)|
|Payments||Product||(linked to CRM & local)||(linked to CRM & local)||(local)||(local)||(local)|
|Discount / Coupon|
|Other tools||Tab section / film strip|
Still not sure which option is right for you?
Take our CRM quiz to see which automation marketing platform we recommend.