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4 Best Types of CRM Software in 2023

Hand using a CRM software on a tablet

The best types of CRM software enable businesses to boost sales, foster growth, and deliver outstanding customer experiences. 

With a plethora of CRM software vendors available, each offering distinct functionalities and advantages, selecting the ideal CRM software for your business hinges on the specific features your business needs. To help you find your perfect CRM software, take a closer look at our top recommendations.

Quick View

  • Monday.com – Overall Best Type of CRM Software 
  • ClickUp – Best for Integration
  • Pipedrive – Best for Sales Pipeline Management
  • Zoho CRM – Best for Small Businesses

Product

Price

Sales pipeline management

Integration with other software and tools

Task management

Monday.com logo

Monday.com

  • Free
  • Basic – $10/month
  • Standard – $14/month
  • Pro – $24/month
  • Enterprise – Contact sales

Lead capturing
sales tracking, and contact management

50+ integrations

  • Color-coded column
  • Gantt charts
Clickup logo

ClickUp

  • Free
  • Unlimited – $5/month
  • Business – $12/month
  • Business Plus – $19/month
  • Enterprise – Contact sales
  • Sales forecast template
  • Sales streamlining

1000+ tools including Gmail and Slack

  • Planning, tracking, and collaboration
  • Docs and goals
Pipedrive logo

Pipedrive

  • Essential – $9.90/month
  • Advanced – $19.90/month
  • Professional – $39.90/month
  • Enterprise – $59.90/month
  • Pipeline forecasts
  • Sales opportunities and management tracking

Over 300 integrations including Asana and Trello

Manage, track, and automate tasks with Projects

Zoho CRM logo

Zoho CRM

  • Free
  • Standard – $14/month
  • Professional – $23/month
  • Enterprise – $40/month
  • Ultimate – $52/month

Zoho CRM Forecasts

200+ integrations with Zoho Flow

  • Task monitoring
  • Progress tracking

Quick Verdict

Monday.com – Best CRM Overall

monday.com is our top pick because it provides a fully functional and comprehensive CRM for an effective relationship between customers and businesses. This CRM boasts various features, including a list view timeline for task management, chart views, and assignees, among others.

It can be easily customized through drag-and-drop functionality and tailored columns and rows to meet your specific customer management needs.

Best Types of CRM Software

Monday.com logo

Monday.com – Overall Best Type of CRM Software

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The CRM provided by monday.com features a user-friendly interface and an unlimited number of boards to aid users in organizing their projects and monitoring their customers. This tool streamlines operations through dashboards and templates, allowing for easy communication with customers and visualization and analysis of customer data. Additionally, Monday CRM’s scalability is particularly impressive, making it an ideal option for small businesses managing any workflow.

Pricing

Monday.com CRM offers four distinct pricing plans, namely Basic, Standard, Pro, and Enterprise, each of which provides access to unlimited boards, more than 20 column types, embedded forms, and the Android and iOS mobile app. Moreover, the hallmark Kanban visualization feature is available in all plans. Plus, all of Monday.com’s CRM plans come with a 14-day free trial, 

The pricing of Monday.com’s business CRM plans is based on the number of users, and the company’s pricing page includes a helpful tool that computes the exact cost of the CRM based on the number of users.

Sales Pipeline Management

Monday.com provides a robust sales CRM solution that offers several features to streamline sales pipeline management. The platform enables lead capturing through web forms, emails, and other integrations, simplifying the process of adding new leads to the sales pipeline. 

With the sales tracking functionality, sales managers can easily monitor the progress of sales activities, ensuring that the sales pipeline moves smoothly. Contact management is also made easier by the software’s ability to store and organize customer data, providing sales teams with easy access to essential customer information. 

By utilizing these capabilities, sales teams can efficiently handle their sales pipeline, sustain positive connections with clients, and enhance their likelihood of successfully finalizing more deals.

Integration With Other Software and Tools

Monday.com is a versatile and flexible platform that integrates seamlessly with a wide range of other software and tools. With integrations for over 50 popular apps such as Zapier, Slack, Trello, and Gmail, monday.com allows users to connect and centralize their workflow across different platforms. 

The platform also offers an open API, allowing developers to build custom integrations to suit specific needs. This level of flexibility enables users to streamline their workflow, improve productivity, and achieve more with less effort. The platform’s ability to connect with other tools ensures that users can work smarter, not harder while maintaining a centralized workspace.

Task Management

Monday.com provides a comprehensive task management solution that enables users to organize their tasks effectively. The platform offers several features to enhance task management, including color-coded columns that allow users to prioritize tasks and track their progress at a glance. With the use of color-coded columns, users can easily identify urgent tasks, track their status, and manage their workload efficiently.

In addition to color-coded columns, monday.com offers Gantt charts that enable users to visualize their project timelines and dependencies, helping to manage tasks more effectively. With the Gantt chart, users can track the start and end dates of tasks, identify critical path tasks, and set milestones, ensuring that tasks are completed on time and within budget.

The platform’s task management capabilities make it an ideal solution for teams of all sizes, providing a central hub for task management and collaboration.

  • Software is excellent for collaboration
  • Has an intuitive user interface 
  • Tracking features are top-notch level
  • The software can lag sometimes
  • Integrations are not very extensive
Clickup logo

ClickUp – Best for Integration

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With ClickUp, managing and nurturing your customer relationships becomes a hassle-free experience, thanks to its comprehensive suite of tools, including data visualizations, marketing automation, and communication features, among others. 

What’s more, ClickUp isn’t limited to any particular industry, as it allows for full customization of its features and tools. This means that cross-functional teams, such as Marketing, Support Engineers, and Finance, can seamlessly collaborate on tasks and expedite deal closures using ClickUp.

Pricing

ClickUp presents a variety of pricing choices, beginning with a free plan that provides fundamental features. The Unlimited plan, priced at $5 per month, comes with advanced features, including task dependencies and Gantt charts. The Business plan, at $12 per month, includes more features such as custom fields and portfolios. The Business Plus plan, priced at $19 per month, adds features such as time tracking and custom branding. Finally, the Enterprise plan is available on request for large organizations with specific needs.

Sales Pipeline Management

ClickUp’s sales pipeline management feature streamlines the sales process by providing a customizable sales forecast template that enables sales teams to forecast revenue accurately. This feature provides visibility into each stage of the sales pipeline, allowing sales teams to track progress and identify bottlenecks. Additionally, the sales streamlining feature helps to automate repetitive tasks, such as data entry and follow-ups, freeing up time for sales reps to focus on high-value activities.

Integration With Other Software and Tools

ClickUp integrates seamlessly with over 1000 other software tools, including popular platforms like Gmail and Slack. Users can streamline their workflows by utilizing this integration, removing the necessity to switch between diverse tools to accomplish tasks. ClickUp’s integration capabilities make it a powerful hub for managing projects and tasks across multiple applications.

Task Management

ClickUp’s task management feature provides a comprehensive solution for planning, tracking, and collaborating on tasks. It offers a customizable interface that can be adapted to meet the needs of different teams and projects.

The platform includes features such as Docs and Goals, which allow teams to document their work, set objectives, and track progress. With ClickUp‘s task management feature, teams can streamline their workflows, enhance productivity, and achieve their goals.

  • Enables work flexibility
  • Has a mobile app that allows work on the go
  • Has great collaboration features
  • Limited time tracking
  • Notifications can be very overwhelming
Pipedrive logo

Pipedrive – Best for Sales Pipeline Management

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Pipedrive is a tool for managing sales pipelines that assist businesses in monitoring their sales cycle and progress. Being a cloud-based solution, it can be accessed from any device, making it ideal for businesses that have remote sales teams. Pipedrive comes with a range of features, including customizable pipelines, sales management, email integration, and activity tracking.

Pricing

Pipedrive offers four pricing plans: Essential at $9.90/month, Advanced at $19.90/month, Professional at $39.90/month, and Enterprise at $59.90/month. The plans come with increasing features such as workflow automation, AI-powered sales assistance, and phone support. Users have the option to select the plan that is most suitable for their business requirements and financial plan.

Sales Pipeline Management

Pipedrive’s sales pipeline management feature includes pipeline forecasts and sales opportunity tracking. The pipeline forecasts enable users to anticipate their future sales based on their current pipeline status. With sales opportunity tracking, users can monitor the progress of each deal in their pipeline and identify potential roadblocks. Pipedrive’s user-friendly interface allows users to customize their pipeline stages and prioritize their sales activities, resulting in more efficient sales management.

Integration With Other Software and Tools

Pipedrive integrates with over 1000 tools, including popular software like Gmail and Slack. Integrating Pipedrive with these tools allows users to streamline their sales workflow and maximize their productivity. For example, users can create new deals, schedule follow-up activities, and send emails to leads directly from their Gmail or Slack accounts. Pipedrive’s integration capabilities enable users to access all their sales tools in one place, saving them time and improving their overall efficiency.

Task Management

Pipedrive’s task management feature allows users to manage, track, and automate tasks with Projects. Users can create tasks for themselves or assign them to team members, set deadlines, and track their progress.

With Pipedrive’s automation capabilities, users can automatically create tasks based on specific triggers, such as when a deal reaches a particular stage in the pipeline. The Projects feature helps users stay organized and on top of their sales activities, improving their overall sales efficiency.

  • Sales Pipeline is intuitive and visual
  • Highly customizable software
  • The mobile app experience is seamless
  • Does not have a free plan
  • Custom fields and reports on most plans are limited
  • Phone support is only available on the highest plan.
Zoho CRM logo

Zoho CRM – Best for Small Businesses

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Zoho CRM Review

Zoho CRM is an ideal CRM platform for small businesses as it can grow with their business. Its free CRM plan is a popular choice among new businesses that need an easy way to track leads and manage contacts. Users can upgrade to a paid plan for more advanced features, including marketing automation and customer and contact data tracking. Zoho CRM integrates seamlessly with other Zoho tools and third-party apps such as Mailchimp, Google Analytics, and QuickBooks.

Pricing

Zoho CRM offers four pricing plans: Free, Standard at $14/month, Professional at $23/month, Enterprise at $40/month, and Ultimate at $52/month. The Free plan is an excellent choice for small enterprises seeking to monitor leads and oversee contacts. Advanced features such as workflow automation, analytics, and advanced customization options are accessible through the paid plans. Users can choose the plan that fits their business requirements and financial plan.

Sales Pipeline Management

Zoho CRM’s sales pipeline management feature includes Zoho CRM Forecasts, which enables users to project their future sales revenue based on their existing pipeline data. Users can identify which deals are most likely to close and allocate resources accordingly. The feature also allows for easy customization of sales stages, so users can tailor their sales process to fit their business needs. Zoho CRM Forecasts helps users make informed sales decisions, resulting in increased productivity and revenue growth.

Integration With Other Software and Tools

Zoho CRM integrates with over 200 software platforms through Zoho Flow. This integration capability allows users to streamline their sales processes by connecting Zoho CRM with other essential business tools. 

Users can automate tasks and workflows, sync data, and receive notifications from their favorite software. Zoho CRM’s integration with Zoho Flow also enables users to integrate with third-party apps such as QuickBooks, Mailchimp, and Google Drive. The integration capability helps users to simplify their sales processes and maximize their productivity.

Task Management

Zoho CRM’s task management feature includes task monitoring and progress tracking. Users are able to generate and delegate tasks to team members, while keeping track of their progress in real-time. The feature also allows for easy customization of task priorities and deadlines, helping users stay on top of their sales activities. 

With progress tracking, users can easily identify completed tasks, prioritize their work, and ensure that nothing falls through the cracks. Zoho CRM‘s task management feature helps users improve their overall sales efficiency and drive revenue growth.

  • Very affordable pricing plans
  • Free plan available
  • Has limited customization
  • AI feature is only available for top pricing plans

Benefits of Using the Best Types of CRM Software

A CRM software is a flexible tool that can offer several advantages to businesses. Below are 7 key advantages that the best types of CRM can offer.

Enhanced Customer Service

A CRM software’s primary objective is to enhance business-customer relationships. By utilizing a CRM, businesses can oversee all customer contacts and vital details such as demographics, purchase history, and previous communications on all platforms. This information is easily accessible to anyone in your company, ensuring that your employees have the necessary information to provide excellent customer service and satisfaction.

Increased Sales

A CRM tool streamlines the sales process by automating tasks, building a sales pipeline, and analyzing all sales data in a centralized location. This may result in improved productivity and conceivably higher sales. Additionally, a CRM enables you to establish a reliable step-by-step sales process that can be adjusted as needed.

Improved Customer Retention

After acquiring and converting leads, retaining them as customers is crucial. Your business may suffer adverse impacts such as decreased revenue or disrupted cash flow due to a bad customer turnover rate. CRM functionalities like sentiment analysis, automated ticketing, customer support automation, and user behavior tracking can assist in recognizing and expeditiously resolving customer concerns.

Detailed Analytics

CRM software offers integrated analytical capabilities that interpret data into actionable insights and straightforward metrics. By using metrics like click-through rates, bounce rates, and demographic information, businesses can gauge the effectiveness of their marketing campaigns and make improvements accordingly.

Higher Productivity and Efficiency

CRM software uses marketing automation technology to expedite tasks such as drip campaigns, freeing up employees’ time to focus on tasks that require human attention, such as creating content. Moreover, a CRM can prevent essential tasks from being overlooked, and it can offer a dashboard showcasing how business processes are functioning, aiding in identifying areas that require enhancement.

Centralized Database of Information

A CRM system provides a centralized database with all information about your customers, making it easily accessible to anyone in your company who needs it. This saves your staff time that would have been spent searching through antiquated files and records, leading to a more satisfying and productive experience for the customer.

Improved Customer Segmentation

Managing a lengthy contact list can be a daunting task. However, implementing a CRM system can simplify the process by automatically dividing the contacts based on your specified criteria. This makes it effortless to locate the contacts you need to communicate with at any given moment.

You have the flexibility to sort contacts based on their location, gender, age, buyer stage, and other relevant attributes. This feature helps you to personalize your marketing messages and enhance customer engagement.

Methodology for Choosing the Best Types of CRM software 

Choosing the best CRM software for a business requires careful evaluation of various factors. In this methodology, we have identified and evaluated the following key factors:

Pricing

The first factor to consider when selecting CRM software is pricing. We evaluated the cost of the software, including any additional fees or charges, and compared it to the features offered. We also considered the pricing plans available, such as monthly subscriptions or annual contracts, and their flexibility.

Sales Forecasting and Pipeline Management

The second factor we evaluated was the sales forecasting and pipeline management functionality of the CRM software. We assessed the ability to manage and track leads, opportunities, and deals throughout the sales pipeline. We also examined the software’s forecasting capabilities to help businesses plan for future growth and track their progress.

Integration With Other Software and Tools

The third factor we considered was the integration of the CRM software with other software and tools. We evaluated the ease of integration with commonly used software such as email marketing tools, project management software, and accounting software. 

Task and Project Management

The fourth factor we considered was the task and project management features offered by each CRM software. We assessed the ability to create and assign tasks, manage calendars and schedules, and track progress on projects. We also evaluated the software’s reporting and analytics capabilities, including the ability to track team performance and task completion rates.

Frequently Asked Questions (FAQs)

Here are the answers to one of your most frequently asked questions:

Final Thoughts on Choosing the Best Types of CRM Software

The best types of CRM software include monday.com, Pipedrive, ClickUp, and Zoho CRM. These CRMs have most of the fantastic features that will significantly benefit both small and large businesses while improving the relationship between them and their customers.

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5 Best CRM Software for Law Firms in 2023

Lawyer using a CRM software to talk to a client

The best CRM software for law firms helps to bring more efficiency to the practice of law and brings out more of the business side of law practice. These CRM software greatly enhance the relationship between law firms and their clients, thereby improving communication between parties. 

In this post we will discuss the best CRM software for law firms that will help bring more innovation into your firm’s practice of law, and enhance your firm’s success at the courts. These best CRM software for law firms will help improve your firm’s efficiency and productivity today.

Quick View of the Best CRM Software for Law Firms

  • Salesforce – Best for Its Versatility and Diversity
  • ClickUp – Best for Customization and Personalisation  
  • Zoho CRM – Best for Small Law Firms 
  • HubSpot – Best for Automations and Customization 
  • Pipedrive – Best for Collaboration and Integrations  

Product

Pricing Plan

Client And Contact Management

Case And Matter Management

Document Management

Clickup logo

ClickUp

  • Free Plan
  • Unlimited Plan – $5/month
  • Business Plan – $12/month
  • Business Plus Plan – $19/month
  • Enterprise Plan – Custom Pricing (contact support)
  • Recurring Checklists
  • Reminders
  • Resolve Comments
  • Scrum Points
  • Status Templates
  • Organize projects at a glance
  • Collaborate with your team
  • Track progress and goals
  • Task management
  • Collaborate on product ideas, Document bugging tool
  • Tools for Jotting of meeting minutes
  • Real time editing and rich editing that keeps everyone up-to-date.
Salesforce logo

Salesforce

  • Essential Plan – $25/month
  • Professional Plan – $75/month
  • Enterprise Plan – $150/month
  • Unlimited Plan – $300
  • Complete clients Information access,
  • Social media insights
  • Service cost reduction
  • Unifying customer
  • Process Automation Tool
  • Real time editing
  • Document collaboration
  • Auto documentation
Zoho CRM logo

Zoho CRM

  • Free Plan
  • Standard Plan – $18/month
  • Professional Plan – $30/month
  • Enterprise Plan – $45/month
  • Ultimate Plan – $55/month
  • Engagement across multiple channels
  • Real-time notifications
  • Lead capturing
  • Automatic lead scoring
  • Lead identification
  • Detailed contact information
  • Collaboration with Teams
  • Cross platform Integration
  • Task management
  • Zoho CRM customization
  • Document automation
  • Zoho CRM business documentation.
HubSpot logo

HubSpot

  • Free Plan
  • Starter Plan – $30/month
  • Professional Plan – $1,600/month
  • Enterprise Plan – $5,000/month
  • Customized communications that drive sales
  • Automatic organization, enrichment, and contact tracking
  • Project management
  • Collaboration
  • Document customisation
  • Auto Documentation
Pipedrive logo

Pipedrive

  • Essential Plan – $9.90/month
  • Advanced Plan – $19.90/month
  • Professional Plan – $39.90/month
  • Enterprise Plan – $59.90/month
  • Use email marketing campaigns to drive prospects to clients
  • Manage all sales-related tasks from one place
  • Leads pooling
  • Unify all sales-related activities
  • Drive more leads
  • Automate sales workflows
  • Custom document management
  • Auto Documentation
  • Document collaboration

Quick Verdict of Best CRM Software for Law Firms

Salesforce is our best CRM software for law firms from the research we have done. Salesforce provides firms with tools to assist law firms of all sizes to automate their business processes, improve client satisfaction, grow client lead generation and provide a robust documentation system for client processes.

Salesforce provides firms with plans that serve their business needs depending on the side and needs of the business. These features make Salesforce a preferred choice CRM for many law firms. 

Top CRM law firms Software 

There are several customer relationship management software solutions available in the industry with many of them helping law firms regardless of their size to attend to their clients and every other business needs. We will look at the top best CRM software for law firms in this section.

Salesforce logo

Salesforce – Best for Its Versatility and Diversity

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For law firms who require versatility and diversity in their business operations, Salesforce is the CRM to help you achieve the growth of your law firm with the plethora of features and tools available on Salesforce.

On Salesforce, you have access to functionalities that streamline the operations of your law firm, and enhance the relationship of clients with the firm. Salesforce provides features such as client and contact management, document management, automated assignment and routing of contacts, case and matter management. 

Salesforce also provides other capabilities for law firms in interacting with their clients. Such features include mass email notification, web-to-lead capture, take management, etc. With Salesforce law firms are able to  track case progress and outcome, collaborate with other law firms and third parties when necessary. Salesforce has a mobile app to increase organization’s productivity. 

Client And Contact Management

Salesforce CRM provides amazing client and contact management services to law firms that make use of the CRM solutions provider. This feature helps firms to track clients’ interaction and history with the firm or across other firms. This feature helps firms to understand the behaviour and tendencies of their clients, it helps you understand the potential pain points of your clients. 

This feature helps firms to make informed decisions on how to go about the clients’ cases or any other business. With this feature clients and businesses are satisfied, with the firm providing much needed metrics for growth for the client.   

Case and Matter Management

This Salesforce feature helps firms to have a complete view of tasks and cases being handled by the firm. This case and matter management feature helps firms to keep track of court dates, clients cases, deadlines for case filings, and everything to do with cases and outstanding matters.

This feature keeps law firm’s case managers in touch with dates and deadlines using automated notifications and reminders at intervals. This feature also enhances effective collaboration between team members, this ensures everyone is on the same page on the information about case progress and adjudication.    

Document Management

Salesforce documents manager feature ensures automatic case file documentation. With the document management tool firms are able to perform real time editing of files as the need for correction or addition of new information arises. This feature enables collaboration on documents, when needed multiple team members can be working on a given document at the same time. 

  • Availability of case management functionalities that helps firm’s keep track of clients case files and progress 
  • Access to several features that enable effective managing of clients cases by teams  
  • Firm’s can integrate with a wide range of third-party platforms more than 2500;third parties.
  • Salesforce does not offers a free plan meaning you need to pay to have a feel salesforce functionalities 
  • Setting up the CRM solutions system is not very easy

Pricing

Salesforce offers four paid plans with an averagely affordable price:

  • The Salesforce Essential plan is priced at $25 per month per user with basic CRM features offering.
  • The Professional plan is priced at $75 per month per user and offers more advanced features such as marketing features.
  • The Enterprise plan is priced at $150 per month per user and offers users customizable and scalable case management solutions.
  • The Unlimited plan is priced at $300 per month per user, this plan offers user’s unlimited customization options. With the ultimate Salesforces plan, you have access to more premium features and add-on services.
Clickup logo

ClickUp – Best for Customization and Personalisation

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ClickUp Review

ClickUp offers a comprehensive customer relationship management software, it offers law firms and other businesses efficient and streamlined management of their business operations. ClickUp offers law firms the ability to customize case and matter management to the best productive stance. With ClickUp businesses are able to create specific workflows that suit their business model and approach. 

Client and Contact Management

Law firm’s can use ClickUp’s client and contact management tools to easily manage their clients and contacts. This feature ensures that firms are able to comprehensively interact with and track the clients in real time.

The tracking of clients helps firms to always have accurate real-time data and metrics of the status of clients, helping the firm to make informed decisions when needed. This feature offers firms the ability to visualize client data in a variety of formats. 

Case and Matter Management

The case management features offer several functionalities to law firms including tracking of cases, customized task breakdown, goal tracking, that help firms to greatly scale productivity and efficiency.

ClickUp case and matter management allows firms to track cases from start to finish. This feature ensures that team members stay aligned working on the most important and urgent cases. 

Document Management

ClickUp document management feature provides firms with everything that has to do with management of documents and files. The document management feature helps firms to document bugging tools, jotting of meeting minutes, real time editing and rich editing that keeps everyone up-to-date. .

  • ClickUp free plan features are impressive
  • With the premium paid plan toy get access to unlimited working storage
  • With ClickUp plans you get value for money spent
  • You have access to more tools than average with the paid plans 
  • The features may seem too much sometimes and can be overwhelming 
  • The time tracking feature could be made more robust as it is currently limited 

Pricing

ClickUp provides a Free plan with basic features and limited storage space, this plan is best suited for small law firms and other businesses with small teams and projects.

Another plan offered by ClickUp is the Unlimited plan which is priced at $5/month providing advanced features such as custom fields, goals, and time tracking. 

Other plans are the business plan priced at $12/month, providing enhanced security, automation, and integrations. The Business Plus plan is priced at $19/month, providing features such as workload management and custom branding.

Larger law firms or other large organizations can go for the Enterprise plan which is custom priced. This means that you need to contact the sales support for pricing.

Zoho CRM logo

Zoho CRM – Best for Small Law Firms

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Zoho CRM Review

Zoho CRM offers a wide range of customer relationship management services to organizations, to make these organizations more efficient and streamlined, thereby increasing the organization productivity.

The features offered by Zoho to law firm’s for the operation of their business model ensures a customisation to suit the specific needs of the firm’s. The customization features help law firms to create custom date fields, custom workflow charts, custom view lists, etc. 

Client and Contact Management

With Zoho CRM law firm’s can make the best of contact and client management, using the CRM software. With this feature law firms are able to easily manage clients contact, leads management, and client interaction with the law firm.

The client and contact management feature also provides law firms with an overview capability of all team members and contacts activity. With this feature you can track contacts 

Case and Matter Management

Zoho CRM has features that help law firms to enhance processing of cases, some of such features are kanban views that enable task tracking, task automation, lead generation, task scheduling, etc. These features enable forms in various ways to improve efficiency and flexibility of the firm in case prosecution. 

Document Management

This feature helps law firms using Zoho CRM to greatly customize document processing and management. With this feature you can activate documents automation in your firm’s document management, this feature takes care of your business documentation. 

  • With Zoho, you get access to less expensive plans with great scalability 
  • Zoho offers excellent customization features to firms 
  • Use of product rating are not very encouraging for new users 
  • You cannot generate quote invoice unless you are on the professional plan 

Pricing

Zoho CRM offers plans to every size of law firm and any other type of business. The pricing plans on Zoho include:

  • The Free plan,
  • The Standard plan ($14/month) offers sales forecasting and social CRM,
  • The Professional plan ($23/month) with features like email integration and custom dashboards.
  • The Enterprise plan ($40/month) which offers automation and territory management,
  • The Ultimate plan ($52/month) which offers analytics and web-to-case forms.
HubSpot logo

HubSpot – Best for Automations and Customization

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HubSpot Review

HubSpot is a CRM software solutions provider that offers amazing automation and customization features that help law firms and businesses to efficiently operate, while improving their productivity. These features and others such as leads management and email help firms to communicate effectively with clients. 

Client and Contact Management

This feature on HubSpot helps firms to have a full grasp of their contacts and clients. This feature helps automate contacts and clients organization, contact tracking for existing and potential clients. With this feature you can sort contacts and groups automatically, according to any criteria of your choice and as needed. This feature enables you to track clients and contacts interactions across your firm. 

Case and Matter Management

This feature helps firms to run and create customized dashboards that help the management and administration of cases of clients and contacts. The dashboards of this feature helps firms to monitor key performance metrics and data of cases. These performance metrics are vital for law firms in the interaction with clients and managing of cases and matters. 

Document Management

HubSpot document management feature offers law firms the opportunity to apply the real-time editing features in their document processing. This feature offers other tools such as document customisation, auto documentation, etc., that enhance case file processing by firms. 

  • Firm’s can get a free plan for life 
  • Unlimited number of users on the free plan
  • HubSpot offers high intuitivity to navigation and operations
  • The plans are expensive for most small and growing law firms  
  • The documentation features can be improved 

Pricing

HubSpot as a customer relationship management software offers four categories of membership plans. The plans offered by HubSpot are:

  • Free plan which offers basic CRM features such as contact and pipeline management;
  • The Starter plan priced at  $30 per month offers features such as task automation and email tracking;
  • The Professional plan priced at $1,600 per month offers features such as predictive lead scoring and custom reporting;
  • The Enterprise plan priced at  $5,000 per month offers features such as advanced reporting and custom event automation. 
Pipedrive logo

Pipedrive – Best for Collaboration and Integrations

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Pipedrive is a CRM software provider for all types of businesses including law firms. CRM offers a simple design interface that goes a long way to help users of the software to achieve more in a shorter time. Pipedrive CRM is a very easy to use software, hence why it is one of the best CRM software for law firms. 

Pipedrive offers several features and tools that enable efficiency in the entire business process. Pipedrive drives foster business efficiency with its tools and features by helping law firms in particular to drive more leads, automate client’s and team’s workflows, improve team collaboration, streamline customer communication, etc. 

Client and Contact Management

Pipedrive allows law firms to segment contacts and clients to enhance productivity and efficiency. The contacts are segmented according to the needs of each of the clients. In doing contact segmentation the tasks performed for the contacts which are repetitive functions are automated to improve efficiency. Pipedrive offers a robust integration interface for third party contacts of firms, this further streamlines business operations. 

Case and Matter Management

Pipedrive case and matter management feature allows law firms to attend to and assign cases to team members, this feature also allows firms to set case deadlines, receive notifications on case progress. This feature provides firms with the ability to track and monitor cases. This feature provides data that enables firms to make data driven decisions. 

Document Management

Pipedrive document management feature provides firms with tools that enable custom document management, auto documentation, document collaboration, etc. These tools ensure that your firm’s document passes through the right process before filing for use in any case. 

  • Pipedrive offers specialized features such as Smart Docs, Smart Contact, e-signature, and team member mentions and comments
  • Pipedrive offer lead management that provide long sale processing
  • Unavailability of a free plan 
  • More mass marketing and customer service features can be added to the available features 

Pricing

Pipedrive offers, four membership plans to users, the different plans are:

  • Essential plan priced at $9.90 per user per month,
  • Advanced plan priced at $19.90 per user per month,
  • Professional plan priced at $39.90 per user per month,
  • And the enterprise plan priced at $59.90 per user per month.

Benefits of Using CRM Software for Law Firms

There are several benefits to integrating the use of CRM software into your law firm, some of them include: 

Client Data Management

Law firm CRM software makes it easy for law firms to have an enhanced management and use of their clients data. This is made possible as the software provides tools and features that enable accurate collection and sorting of client data. These data will also help the firm in making informed decisions in growing the firm. 

Leads and Case Management 

Managing leads and cases in law firms can be very challenging, but with CRM software, this process becomes seamless, by tracking cases from multiple team members and channels of the firm, this is especially the case in very large law firms. CRM software features also help law firms to handle and manage leads for potential cases that will be handled by the firm. 

Improved Customer Experience

Customer satisfaction is the core of CRM software, therefore with CRM software you are able to deliver excellent customer experience to clients that contact your firm to handle their litigations or any other business. CRM software also helps firms to receive real time feedback directly from their clients when there is need for any complaint. 

Data Analysis 

Data analysis is a very important aspect of the business carried out by law firms, for this reason CRM the best CRM software for law firms provide excellent data analysis tools and a good supply of all the data firms will need to carry out their business. These data analysis tools track cases, growth of the firm, in terms of revenue and income. CRM software saves time on data analysis for firms. 

Methodology for Choosing the Best CRM Software for Law Firms

In determining the best CRM software for law firms we considered the different aspects of the CRM software solutions. The aspects of the software we considered to decide the best CRM software for law firms were: 

Client and Contact Management

We examined the contact management feature functionality of each of the law firm CRM software we have discussed. The contact management involves use of tools such as engagement across multiple channels, real-time notifications, lead capturing and management, etc. We also looked at integration and streamlining of these software with other systems. 

Case and Matter Management

We also evaluated the case management capabilities of these law firm CRM software, and the features on offer for case management and handling. We considered the availability of task assignment, case handling, case tracking, tracking of cases. 

Document Management

We considered and evaluated the documentation management of each of these CRM software and what they offer for document management. We considered tools such as real-time editing, document automation, document collaboration, etc. 

Frequently Asked Questions (FAQs)

Final Thoughts on Choosing the Best CRM Software For Law Firms

CRM software have become necessary to use tools and features that enable the efficiency of law firms in discharging services to their clients. We have discussed the tools that are used by these law firms to include: client and contact management, case and matter management, and document management. These tools help law firms to increase their clients retention and acquisition. 

Out of these customer relationship management software solutions we have examined, Salesforce is the preferred choice for law firms to achieve better client and task management. However, if Salesforce falls short of your firm’s specific needs surely one of the other CRM solutions will meet your firm’s needs. 

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HubSpot Review: Pricing, Features, and More

HubSpot CRM

Customer Relationship Management (CRM) software, HubSpot, is popular among companies because it helps businesses have better interactions and relationships with customers and potential customers. The success of any business hinges on this aspect. 

If you’re looking to enhance your task management approach and customer service management, HubSpot could be a valuable choice for you and your team. It’s user-friendly, and the intuitive interface further makes it easy to use for your business. Plus, it is well-recognized for its excellent integration features.

This customer relationship management tool also includes project management features that empower you and your team to complete all your projects in an organized and efficient way. Discover the features, pros, and cons of HubSpot by reading this review on HubSpot.

Our Verdict

HubSpot logo

HubSpot at a Glance – Free to $5,000/month

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Screenshot of HubSpot CRM webpage

HubSpot is a cloud-based CRM platform designed to assist companies in tracking and nurturing leads while analyzing business metrics. It caters to businesses of all types and sizes in various industries such as retail, real estate, marketing, sales, construction, and accounting.

With HubSpot, businesses can easily monitor outbound and inbound leads, manage sales pipelines with automation, and handle leads and contact management, email campaigning, and tracking. Its proper migration and population capabilities provide a single customer view, enabling businesses to capture and store various data points about prospects and customers, including their website behavior, personal information, and engagement history with the brand. The platform’s ability to integrate across various functionalities is one of its main strengths.

Utilizing a CRM system allows businesses to effortlessly monitor customer interactions across various channels such as email, social media, live chat, or phone calls. These interactions are then organized in a timeline based on each lead. Additionally, HubSpot CRM’s marketing tool offers lead generation and email marketing automation features, empowering businesses to create and manage email templates and track their efficacy.

Overall, HubSpot CRM is an excellent option for businesses seeking a customer relationship management and project management solution. After reading this HubSpot CRM software review, you can evaluate for yourself whether this product is a good fit for you and your team or not.

  • The fundamental CRM software is available at no cost.
  • Receive immediate updates on lead actions.
  • Create customized email sequences for both potential and current clients.
  • For small enterprises, the per-user plans may be costly.
  • Each contact can only receive one email.

Who Is HubSpot Best For?

HubSpot is best suited for small to medium-sized businesses looking for a powerful and user-friendly customer relationship management plus project management system that can effectively manage their sales pipeline. It can automate your marketing endeavors and provide you with invaluable analytics and insights.

It’s also ideal for you if you are seeking to integrate your CRM software with your marketing automation and customer service tools.

Hubspot Pricing

There are four HubSpot plans available, each with different pricing and features. To identify the HubSpot project management plan that best suits your business requirements and financial capabilities, it is essential to compare the pricing and features of the four available plans.

HubSpot logo

HubSpot

Free plan

Starter

Professional

Enterprise

Price

Free (one team with unlimited users)

$30/month (2 users)

$1600/month (5 users)

$5,000/month (10 users)

Marketing

  • Unlimited storage
  • Email marketing
  • Content marketing
  • Lead generation
  • Contact management
  • Unlimited storage
  • Email marketing
  • Content marketing
  • Lead generation
  • Contact management
  • Automation workflows
  • Lead scoring
  • Reporting
  • 1,000 marketing contact
  • Unlimited storage
  • Email marketing
  • Content marketing
  • Lead generation
  • Contact management
  • Automation workflows
  • Lead scoring
  • Reporting
  • Marketing automation
  • Advanced reporting dashboard
  • Paid marketing
  • Social marketing
  • Omni channel features
  • A/B testing
  • 2,000 marketing contact
  • Unlimited storage
  • Email marketing
  • Content marketing
  • Lead generation
  • Contact management
  • Automation workflows
  • Predictive lead scoring
  • Reporting
  • Marketing automation
  • Advanced reporting dashboard
  • Paid marketing
  • Social marketing
  • Omni channel features
  • A/B testing
  • Custom event tracking
  • Multi-touch revenue attribution
  • 10,000 marketing contact

Sales

  • 5 documents in storage
  • API available
  • 5,000 documents in storage
  • API available
  • 5,000 documents in storage
  • API available
  • Lead scoring
  • 5,000 documents in storage
  • API available
  • Predictive lead scoring
  • Custom reports

Service

N/A

  • Email support
  • Phone
  • Live chat
  • Email support
  • Phone
  • Live chat
  • Email support
  • Phone
  • Live chat

CMS

  • Blog import
  • 24/7 security monitoring & threat detection
  • Basic SEO recommendations & optimizations
  • 1 shared inbox
  • Blog import
  • 24/7 security monitoring & threat detection
  • Basic SEO recommendations & optimizations
  • 1 shared inbox
  • Standard web analytics dashboard
  • Blog import
  • 24/7 security monitoring & threat detection
  • Advanced SEO recommendations & optimizations
  • 100 shared inboxes
  • Customizable website traffic analytics
  • Blog import and export
  • 24/7 security monitoring and detection
  • Advanced SEO recommendations and optimizations
  • 200 shared inboxes
  • Customizable website traffic analytics
  • Admin notifications management
  • Site performance monitoring

Operations

  • Data sync
  • Default field mappings
  • Company insights
  • Data sync
  • Default field mappings
  • Custom user permissions
  • Company insights
  • Data sync
  • Default field mappings
  • Custom user permissions
  • Team performance tracking
  • Campaign performance tracking
  • 3,100 custom reports
  • 400 workflows
  • Company insights
  • Data sync
  • Default field mapping
  • Team performance tracking
  • Campaign performance tracking
  • Custom user permissions
  • 3,500 custom reports
  • 20 custom objects definitions
  • 1,100 workflows
  • 50 datasets

HubSpot Pricing Packages

HubSpot is a popular all-in-one marketing, sales, and customer service software that offers a variety of pricing plans to fit the needs and budgets of different businesses. 

To know the most suitable plan for your business, go through our explanation of their CRM packages.

HubSpot Free Plan – Free Forever

The HubSpot Free plan caters to the needs of small businesses and startups who are initiating their inbound marketing efforts, making it an ideal option. The plan offers basic features such as lead generation, contact management, email marketing, and a simple CRM system. 

This plan is perfect for companies looking to get a taste of HubSpot’s capabilities and see if it’s the right fit for them. It’s also a great option for businesses on a tight budget, as it’s entirely free.

HubSpot Starter Plan – $30/month (2 users)

The HubSpot Starter plan is designed for small businesses that have outgrown the Free plan and are looking for more advanced features. 

In addition to all the features of the Free plan, this plan provides supplementary tools such as automation workflows, lead scoring, and advanced reporting. It’s perfect for businesses that have started to generate a steady flow of leads and are looking to improve their sales and marketing processes.

HubSpot Professional Plan – $1,600/month (5 users)

The HubSpot Professional plan is best suited for mid-sized businesses that have established sales and marketing teams and need more advanced features to manage their customer journey. 

The plan offers all the features of the Starter plan plus additional tools such as A/B testing, marketing automation, and advanced reporting dashboards. It’s a great option for businesses that need to manage a large number of contacts and want to optimize their lead nurturing and sales processes.

HubSpot Enterprise Plan – $5,000/month (10 users)

The HubSpot Enterprise plan is the most advanced and comprehensive plan that HubSpot offers. It’s best suited for large businesses with complex sales and marketing needs. 

The plan offers all the features of the Professional plan plus additional tools such as predictive lead scoring, custom event tracking, and multi-touch revenue attribution. It’s perfect for businesses that need a highly customizable and scalable solution to manage their entire customer journey, from lead generation to customer retention.

HubSpot provides various pricing plans that are tailored to meet the requirements and financial resources of diverse businesses. By choosing the right plan, businesses can access the right features and tools to optimize their sales and marketing processes and achieve their growth goals.

HubSpot Features

Let’s take a closer look at all the major features that HubSpot has to offer. We will discuss marketing, sales, service, CMS, and operations.

Marketing

For businesses, HubSpot Marketing is a potent tool that enables them to design and oversee their marketing campaigns. It enables businesses to attract visitors to their websites, convert them into leads, and ultimately turn them into customers. 

With HubSpot Marketing, businesses can create targeted and personalized content that resonates with their audience and automate email campaigns to nurture leads and move them through the sales funnel.

You can also optimize landing pages and CTAs to increase conversion rates, use social media to reach and engage with potential customers, analyze the performance of their campaigns and adjust your strategy accordingly.

Using HubSpot Marketing helps you streamline the marketing efforts of your business, save time and resources, and achieve better ROI on your marketing spend.

Sales

The HubSpot Sales tool empowers businesses to streamline their sales processes, facilitating sales teams with the necessary resources to foster stronger customer relationships and secure more successful deals. 

By using HubSpot Sales, businesses can automate their outreach efforts and follow-up activities and track email opens and clicks to get real-time insights into prospect engagement.

You can also use meeting scheduling tools to streamline your business’ sales process, manage your sales pipeline and forecast revenue more accurately, analyze your sales data to identify areas for improvement, and optimize your strategy.

HubSpot Sales is an avenue for businesses to increase their sales productivity, close more deals, and improve their customer relationships.

Service

HubSpot Service is a tool that helps businesses provide exceptional customer support and build long-term relationships with their customers. It enables businesses to manage customer inquiries, resolve issues, and gather feedback to improve their service. 

With HubSpot Service, businesses can manage customer inquiries and support tickets in one place, provide real-time support via live chat or chatbots, and create a knowledge base with answers to frequently asked questions.

You can also gather customer feedback to improve service quality, analyze customer data to identify areas for improvement, and optimize your business strategy.

HubSpot Service enables you to provide better customer service, increase customer satisfaction, and build stronger customer relationships for your business.

CMS

The HubSpot CMS is a valuable resource for businesses seeking to create and oversee their website content. Equipped with various tools, it empowers businesses to construct an engaging website that attracts visitors and facilitates conversions.

With HubSpot CMS, your business can enjoy easy creation and publishing of content with drag-and-drop editing and website optimization for search engines with SEO tools.

You can also use responsive design to ensure that your business website looks great on all devices, analyze your website’s performance and make data-driven improvements, and integrate your website with other HubSpot tools to create a seamless user experience.

Using HubSpot CMS enables you to create a professional-looking website, optimize it for search engines, and increase your website’s performance.

Operations

HubSpot Operations is a powerful tool designed to enhance the operational efficiency of businesses. By providing a comprehensive set of automation tools, data management resources, and analytical capabilities, it equips businesses with everything they need to streamline their operations, extract valuable insights, and optimize their processes.

By using HubSpot Operations, businesses can automate routine tasks and workflows to save time and resources, manage their data more effectively to ensure accuracy and consistency and gain insights into their operations with powerful analytics tools.

Also, Hubspot operations make it easy to optimize your processes and make data-driven improvements and ensure compliance with data protection regulations such as GDPR.

Plus, using HubSpot Operations is an effective way for businesses to streamline their operations, improve their efficiency, and make better decisions based on data.

Benefits of Hubspot CRM

Hubspot CRM offers several benefits for you and your business including:

Streamlined Sales Process

HubSpot CRM provides a single platform for managing your sales process, from lead generation and qualification to deal closing and customer retention. With a user-friendly interface, it simplifies your sales team’s tasks, allowing them to focus on the most critical tasks.

Centralized Customer Information

With HubSpot CRM, all customer information is centralized in one place, making it easy to access customer profiles, track interactions, and analyze customer behavior. This enables sales reps to tailor their conversations with prospects, enhancing the customer experience and increasing the likelihood of closing deals.

Automated Tasks

HubSpot CRM automates time-consuming tasks like data entry, follow-up emails, and lead tracking, enabling your sales team to be more efficient and effective. By utilizing workflows and templates, your team can allocate their time towards high-value tasks, like developing relationships with potential customers and finalizing deals.

Customizable Dashboards and Reports

Additionally, HubSpot CRM provides customizable dashboards and reports that offer up-to-date insight into sales activity, pipeline health, and team performance. This information can be leveraged to pinpoint areas of improvement, fine-tune sales strategies, and predict future revenue.

Integration with Other HubSpot Tools

HubSpot CRM integrates seamlessly with other HubSpot tools, including marketing automation, customer service, and content management. This enables your sales team to collaborate with other teams and leverage data from across the organization to drive growth and improve the customer experience.

Methodology for Hubspot Review

To provide you with an accurate and informative review of Hubspot, we analyzed and compared various aspects of the platform. Here are the key factors we considered:

Marketing

We examined the different marketing features offered by Hubspot, including email marketing, social media marketing, landing pages, and SEO tools. We assessed the ease of integration between Hubspot and other marketing tools to streamline marketing efforts.

Plus, we in-depth analyzed the reporting and analytics capabilities of Hubspot, including the ability to track website traffic, leads, and conversions.

Sales

We evaluated the functionality of Hubspot’s CRM, including contact management, pipeline management, and deal tracking. The various sales tools offered by Hubspot, such as email templates, automation, and analytics were examined as well.

Service

Our assessment involved analyzing the accessibility and quality level of Hubspot’s customer support options, which include live chat, email, and phone assistance.. We also evaluated if Hubspot had a knowledge base, guides, or FAQs.

CMS

The different content management system (CMS) features offered by Hubspot, including website design, blog creation, and content optimization tools were examined. We analyzed the reporting and analytics capabilities of Hubspot’s CMS, including the ability to track website traffic, engagement, and conversion rates.

Operations

We evaluated the workflow management capabilities of Hubspot, including workflows, mappings, and data sets. Also, we analyzed the reporting capabilities of Hubspot, including the ability to track team performance, campaign performance, and ROI.

Hubspot Reviews

Overall, Hubspot has positive customer reviews from G2 (voted best global software company) and TrustRadius (ranking third in the marketing automation software category). 

G2 reviewers commend it for its customer relationship management, inbound marketing, and sales pipeline features, although they acknowledge its complexity in the steep learning curve in terms of new users.

TrustRadius reviewers approve of its board’s in-depth analysis and sales tracking capacity while pointing out its cost and rigid contracts.

Hubspot Alternatives

If you are searching for customer relationship management software that has lower pricing than HubSpot, here are other alternatives you might want to consider.

Pipedrive logo

Pipedrive – Paid pricing starts at $14.90/month/user

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Pipedrive is designed primarily for sales teams, but it can be a powerful solution for small-to-medium-sized businesses. Despite the numerous customization options and dashboard features, Pipedrive’s interface is easy to navigate and suitable for all levels. Pipedrive and Hubspot have similar reporting capabilities, are well-designed, and offer decent multi-channel support.

In contrast to Hubspot’s Free CRM plan, Pipedrive does not offer a free option that encompasses marketing capabilities, such as forms and landing pages. Additionally, it lacks email features like Hubspot’s Conversations inbox, which allows agents to view, manage, and reply to incoming conversations in one place.

However, Pipedrive’s paid plans are considerably more affordable than Hubspot’s, and they offer the flexibility to pay for a single user, which is not an option with Hubspot. Pipedrive’s plans start at $19.90/month/user and increase incrementally as your business grows. You can also enjoy discounts if you choose to pay annually.

Zoho CRM logo

Zoho – Paid pricing starts at $20/month/user

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Zoho CRM Review

Zoho is a comprehensive marketing solution, similar to HubSpot, offering services like email hosting, website creation, and customer relationship management (CRM) software. It also provides additional software for accounting, customer service, and project management.

If you’re seeking an alternative to HubSpot, Zoho CRM is worth considering as it offers a free plan for up to three users. While Zoho’s interface is user-friendly, it’s not as modern as HubSpot’s. Additionally, Zoho lacks live chat support, which HubSpot provides with exceptional speed. 

However, Zoho provides three distinct views (kanban, canvas, and tubular) for managing contacts, leads, accounts, and deals, whereas HubSpot only provides two. Zoho’s pricing model is flexible, allowing you to pay for what you need and offering reasonably priced paid plans.

Zoho CRM has a distinctive aspect in its “activities” section that allows users to categorize their tasks by activity types like upcoming meetings, open tasks, and all calls. This feature includes numerous filters, making it easy to find what you need quickly. Zoho also offers extensive report generation and detailed visual analytics, with customizable dashboards.

Zoho CRM caters to enterprises and small businesses alike, with no setup fees and a pay-as-you-go pricing model, making it a great alternative to HubSpot.

Salesforce logo

Salesforce – Paid pricing starts at $25/month/user

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Salesforce is an intricate CRM with unparalleled advanced tools, but it comes at a steep cost and requires a long learning curve. On the other hand, HubSpot is more user-friendly and cost-effective, but its features are not as extensive as Salesforce.

HubSpot provides a free plan for basic CRM needs, which is not available in Salesforce. Salesforce provides a 30-day complimentary trial to assist users in becoming familiar with their platform, whereas HubSpot presents a 14-day free trial for its paid plans. The two platforms offer crucial CRM features, including sales prediction, email marketing, and managing contacts and leads.

Salesforce excels in customization, analytics, and advanced features, while HubSpot surpasses Salesforce in user-friendliness and cost-effective plans.

Frequently Asked Questions (FAQs)

Here are some of your most frequently asked questions on HubSpot CRM answered:

Bottom Line on Hubspot Review

Overall, HubSpot is a CRM software with impressive customer relationship management features, although it has a few limitations as well. You can consider HubSpot as a viable option for your business if you want to enhance your marketing efforts and improve the relationship between your customers and your business.

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Zoho CRM Review: Pricing, Features, and More

Zoho CRM logo

As businesses continue to grow, managing customer relationships becomes a daunting task. At this stage of the business, customer relationship management (CRM) software comes in. There are several CRM options on the market, but one that stands out is Zoho CRM. In this review, we’ll take a closer look at Zoho CRM’s pricing, features, and overall functionality. We’ll discuss the software’s benefits and drawbacks, as well as its suitability for various business sizes and types. 

Zoho CRM is popular among small and large enterprises, because it guarantees efficient management of clients and business operations. In this review, you’ll get a good understanding of why Zoho CRM is the right solution for your business’s CRM needs. This is because we carried out an in-depth review of Zoho CRM, and what it has to offer. 

Zoho CRM logo

Our Verdict on Zoho CRM

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Screenshot of Zoho CRM homepage

Zoho CRM provides an amazing customer experience to its clients in the management of their business operations. Zoho CRM helps clients to have an in-depth relationship with customers that ensures the customers are happy, happy to return and remain loyal to your brand. Zoho provides clients with a wide range of features that brings about the best productivity and work satisfaction for businesses that use Zoho for customer relationship management. 

With Zoho, CRM firms are able to harness the full power of omnichannel presence, KPIs, segmentation, predictive intelligence, and several other features that deliver a great experience for growth to businesses and individuals. Zoho CRM platform offers excellent customer support to its thousands of clients globally, making it one of the best CRM software in the industry. 

Zoho CRM offers you the opportunity to integrate hundreds of third-party app solutions, to create a holistic robust working space for your team. The integration feature of Zoho helps you to collaborate and interact with your team’s workspace. Zoho CRM allows you to track activity times and productivity between your employees, it also helps you to automate processes as much as possible. The automation of processes using the features provided by Zoho ensures that work is completed more efficiently and with greater speed. 

Zoho CRM dashboard helps you to have an overview of the processes going on in your firm at a glance. Through the dashboard, you can also get insightful data on the real-time performance of your workers and your organisation in real-time. Several other features are offered by Zoho CRM, some of them include: Lead management, Forecasting, Marketing automation, Customization options, Mobile access, Integration, etc. 

Zoho CRM offers five membership plans for clients depending on the needs of their business operations. The different categories of membership available on Zoho include the Free plan, Standard plan: $18/user/month, Professional plan: $30/user/month, Enterprise plan: $45/user/month, Ultimate plan: $55/user/month.

  • You are allowed to use timesheets to log billable and non-billable work hours, this ensures accurate invoicing.  
  • Task automation feature the automated task assigner is available, this feature helps to speed up work and save time  
  • Availability of Gantt charts for process optimisation 
  • Cross and multi-platform integration is support  
  • There is a limitation of customization options 
  • There is a lack of iOS-compatible app
  • Limitation in the number of integration 

Zoho CRM Pricing Table

The different membership plans available on Zoho CRM offer a wide range of features. We will consider some of these features and the extent of the feature functionality on every membership category on Zoho CRM. To determine the Zoho plan that is best suited for your business requirement, it is crucial to compare the features and pricing of five available plans on Zoho. 

Zoho CRM

Free Plan

Standard

Professional

Enterprise

Ultimate

Pricing

Free forever

US$18/user/month billed monthly

US$30
/user/month billed monthly

US$45
/user/month billed monthly

US$55/user/month billed monthly

Email Notification

You have access to 5 email notifications/actions, 50 emails/user license, 150 emails/day
(whichever is lower)
you can only send emails to the CRM users

Users have access to 5 email notifications/actions, 100 emails/user license, 5,000 emails/day
(whichever is lower)

Users have access to 5 email notifications/actions, 200 emails/user license, 10,000 emails/day
(whichever is lower)

Users will have access to 5 email notifications/actions, 500 emails/user license, 25,000 emails/day
(whichever is lower)

Users can send up to 5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day
(whichever is lesser)

Sales force automation

With the free plan, you have access to Leads, Accounts, Contacts, Deals, Document Library, Activities (meetings, tasks, calls)

The standard plan offers these features:

  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Macros
  • SalesSignals
  • Assignment rules
  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Macros
  • SalesSignals
  • Assignment rules
  • Multiple scoring rules
  • Custom SalesSignals
  • Email parsers
  • Data entry wizards
  • Portals
  • Basic modules
  • Tasks, calls, events
  • Advanced filters
  • Multiple pipelines
  • Scoring rules
  • Sales forecasting
  • Email insights
  • Multiple currencies
  • Macros
  • SalesSignals
  • Assignment rules
  • Multiple scoring rules
  • Custom SalesSignals
  • Email parsers
  • Data entry wizards
  • Portals

Automation and process management

Workflow rules (helps organisations to automate daily activities)

Workflow rules (helps organisations to automate daily activities)

  • Workflow rules (helps organisations to automate daily activities)
  • Blueprint
  • Webhooks
  • Workflow rules
  • Blueprint
  • Webhooks
  • Record approval process
  • Data review process
  • Custom functions
  • CommandCenter
  • Workflow rules
  • Blueprint
  • Webhooks
  • Record approval process
  • Data review process
  • Custom functions
  • CommandCenter

Product customization

  • Rename Tabs
  • Layout Editor
  • Standard List Views
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Validation rules
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Validation rules
  • Custom modules
  • Custom buttons
  • Page layouts
  • Translations
  • Developer Sandbox
  • Homepage customization
  • Rename tabs
  • Custom list views
  • Custom fields
  • Canvas
  • Tab groups
  • Validation rules
  • Custom modules
  • Custom buttons
  • Page layouts
  • Translations
  • Developer Sandbox

Reports and analytics

Predefined reports

  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards
  • Basic dashboard components
  • Analytics mobile app
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards
  • Basic dashboard components
  • Analytics mobile app
  • Custom reports and dashboards
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards
  • Basic dashboard components
  • Analytics mobile app
  • Custom reports and dashboards
  • Advanced dashboard components
  • Anomaly detectors
  • Webform analytics
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards
  • Basic dashboard components
  • Analytics mobile app
  • Custom reports and dashboards
  • Advanced dashboard components
  • Anomaly detectors
  • Webform analytics
  • Zoho Analytics

Marketing automation

Email templates

  • Email templates
  • Email authentication
  • Mass email
  • Social profile integration
  • Email templates
  • Email authentication
  • Mass email
  • Social profile integration
  • Email relay
  • CRM for Google Ads
  • Predefined reports
  • Predefined dashboards
  • Custom reports and dashboards
  • Basic dashboard components
  • Analytics mobile app
  • Custom reports and dashboards
  • Advanced dashboard components
  • Anomaly detectors
  • Webform analytics
  • Email templates
  • Email authentication
  • Mass email
  • Social profile integration
  • Email relay
  • CRM for Google Ads
  • Attribution
  • Segmentation
  • Auto-responders

Security

  • Profiles
  • Roles
  • GDPR Compliance
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR Compliance
  • CRM audit logs
  • IP address restriction
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR Compliance
  • CRM audit logs
  • IP address restriction
  • Field-level security
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR Compliance
  • CRM audit logs
  • IP address restriction
  • Field-level security
  • Reporting hierarchy
  • Record-level sharing
  • Territory management
  • Data encryption
  • Profiles
  • Role-based hierarchy
  • Multiple organizations
  • GDPR Compliance
  • CRM audit logs
  • IP address restriction
  • Field-level security
  • Reporting hierarchy
  • Record-level sharing
  • Territory management
  • Data encryption

Note, if you decide to purchase a Zoho CRM plan and pay a yearly subscription you get a 34% discount on any plan you wish to buy.  

Zoho CRM Pricing Packages

To determine the Zoho CRM plan suitable for your business, go through this summary explanation of Zoho CRM packages.  

Zoho CRM Free Plan – Free Forever 

This is the plan for individuals and startups who are looking to test the waters in customer relationship management. This Zoho free plan offers limited basic features, but enough to provide good work for its user status. Some of the features offered by this plan include: Rename Tabs, Layout Editor, Standard List Views, Predefined reports, Email Templates, GDPR Compliance, etc. 

The Zoho free plan is also meant for large corporations to try out the excellent offerings and customer relationship management of Zoho before they decide on the higher plan with more features they will purchase that serves the needs of their business. Here are other free CRM software to consider.

Zoho Standard Plan 

The standard plan is for small businesses that have outgrown the free plan and have the need to use more features and more seats for team members or employees in the business. The standard plan is priced at US$18 /user/month which is billed monthly. The standard plan provides access to more features than the free plan, such as security features, marketing automation features, etc. 

Zoho Professional Plan 

The professional plan of Zoho CRM is suited for mid-sized businesses that have continually increasing patronage and have the need to manage their customer relationship. This plan offers a wide range of features more than what is available in the standard plan. This plan has more security features, better analytics and reporting tools, and better customization tools. The Zoho professional plan is priced at US$30/user/month which is billed monthly. 

Zoho Enterprise Plan 

The Zoho enterprise plan is the plan for much more established mid-sized businesses that are targeting to grow into large businesses with several locations across regions. This plan provides more advanced features in security and every other aspect of customer relationship management compared to what is offered by the professional plan and other plans lower than it. 

Zoho enterprise plan offers Advanced dashboard components, Anomaly detectors, Webform analytics and several other advanced features that set it apart. The enterprise plan is priced at US$45/user/month billed monthly. The Zoho enterprise plan is the most popular plan on Zoho CRM software solid offerings. 

Zoho Ultimate Plan 

The Zoho ultimate plan is the plan for very large and established businesses looking to consolidate their positions through customer relationship management. Zoho ultimate plan offers all the available features on its platform to users who operate on the ultimate plan. The pricing of Zoho ultimate is placed at US$55/user/month for monthly billing. Zoho ultimate has the auto-responders feature exclusive to it meaning this feature and many others are available only on the Zoho ultimate plan. 

Zoho CRM Features

We’ll take a look at the major features offered by Zoho CRM. The features we will discuss include sales force automation, automation and process management, product customization, reports and analytics, and marketing automation. 

Screenshot of Zoho CRM analytical tools

Sales Force Automation

Zoho offers a robust sales processing feature that is highly advanced with several functionalities within the sales force automation system. The sales force feature enables you to automate routine sales, marketing, and support functionalities that take up valuable work time. This gives you more time to concentrate on your customers. The sales force automation allows you to create optimized workflows that help reduce manual data entry and eliminate redundancies. This helps in increasing the speed of your business’s overall process.  

Automation And Process Management

This feature is the core feature that helps to automate the entire processes of your business sales team. This feature helps to make the functioning of the business sales seamless. This feature provides a blueprint of the business pipeline and structure, even if an employee or team member is not conversant with the system. With this feature, you can define your business sales process for your team.

Product Customization

This feature is a unique one with specialisation products as its main function. With this feature, you can combine various features to build a CRM that fits the specific needs of your business. This feature brings together all the needs of any business and builds a unique solution for your business. 

Security

Zoho CRM takes the security of users very seriously hence security is a top priority at Zoho CRM. Zoho provides businesses with the top security protection for their user’s data, and privacy while allowing employees the opportunity to carry out their work. With this feature, you are able to assign roles, define missions, define permissions, and control the information of your Zoho CRM. 

Marketing Automation

This feature ensures that you get your marketing and sales teams on the same page for the growth of the business. This collaboration leads to new leads and the execution of targeted marketing on small companies. This ensures that startups can also get marketing leverage, the marketing automation is done by integrations. 

Omnichannel

The omnichannel feature records and covers events in real-time, when handling customer projects, you will get notified whenever anyone interacts with your ads. This feature helps to provide businesses with more exposure and potential clients. 

Zoho CRM Customer Review

Zoho is rated positively hence the over 250,000 clients that make use of Zoho CRM. Zoho is rated as one of the best CRM marketing software of 2023 by Forbes advisor. While G2 rated Zoho as one of the best global CRM software. 

Forbes advisor reviewers commended the CRM features available on Zoho CRM, saying that they are one of the best in the industry. 

G2 reviewers commend the Global customer relationship management abilities offered by Zoho CRM using its advanced features, especially the tons of customisation features offered on Zoho. 

Benefits of Zoho CRM

Zoho offers a wide range of benefits that help increase your business value offerings. The benefits include: 

Automated Sales Process

Zoho offers a robust platform for you to manage your business sales process in an automated manner. Zoho CRM helps you in lead generation and helps you in closing deals for agreed deals. With Zoho, you are Guaranteed of giving your customers what they want, which helps them to stay loyal and come to buy again. 

Automated Tasks

Zoho helps you to automate your business processes and management using the best process management tools. With Zoho your business is set to function optimally with little human intervention, this improves productivity in the long run. 

Customizable Dashboards and Reports

With Zoho, you have access to customizable dashboards and tools for reporting and making analyses of your business output and operations. This feature provides you with up-to-date happenings in your business in real-time, if you wish to have a real-time report of sales activity.

Integration with Other HubSpot Tools

With Zoho CRM you have access to third-party integrations that enhance work productivity and cross-platform sharing and collaboration among team members. This feature helps your business sales team to reach out to other organisations when necessary seamlessly. This increases organisational structure and overall performance.

Methodology for reviewing Zoho CRM

In researching this review of Zoho CRM, we looked at the various sections of Zoho CRM and the platform as a whole, we then considered these features for our review 

Marketing Automation

We examined the marketing features available on Zoho CRM, including Email templates, Email authentication, Mass email, Social profile integration, Email relay, and CRM for Google Ads. We examined the ease of use of these features, and the integration of Zoho with other third-party platforms, for business streamlining and sales growth through analytical capabilities offered by Zoho. 

Sales Force Automation

We examined the working of Zoho CRM sales automation tools including Sales forecasting, Email insights, Multiple currencies, Macros, SalesSignals, etc. These sales tools were also tested for full functionality. 

Automation And Process Management

We evaluated the workflow process management on Zoho considering the complexity of certain tasks, we determined that the automation of business process management offered by Zoho worked as stated by Zoho. Some of the features examined were Workflow rules, Blueprint, Webhooks, Record approval process, and Data review process. 

Security

Zoho claims to put security a priority for it, hence we checked out the security features of Zoho CRM. The system did have a very positive response to the system security examination. Some of the security tools examined on Zoho include CRM audit logs, IP address restriction, and Field-level security. 

Alternatives to Zoho CRM 

If you are searching for customer relationship management alternatives to Zoho CRM that offer more features and better pricing than Zoho. Here are alternatives to Zoho CRM, you may want to have a look at.  

HubSpot logo

HubSpot

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HubSpot operates as a cloud-based CRM, HubSpot is designed to help businesses in the tracking and nurturing of leads. HubSpot provides customer relationship management for all sizes of businesses. HubSpot is a good alternative to Zoho CRM in terms of the features offered by HubSpot and the user interface of the user area of the platform.

HubSpot offers five tiers of membership plans from the free plan to the enterprise, HubSpot is priced from $0 for the free plan to the enterprise plan which goes for  $,5000/month. 

Salesforce logo

Salesforce

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Salesforce as a CRM services provider offers unparalleled advanced tools. The platform offers great features that require you to learn committedly. The cost of the different plans of Salesforce prices is expensive, but the platform offers features and tools that cover the high cost of membership plans making it a worthy alternative to Zoho. 

Salesforce offers very extensive features that are solid which makes it a worthy alternative to Zoho CRM. Salesforce pricing is given thus paid pricing starts at $25/month/user. Salesforce is very user-friendly and cost-effective.

Pipedrive logo

Pipedrive

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Pipedrive as a CRM solution is designed to cater for sales teams, Pipedrive is an excellent and powerful solution for small and mid-sized businesses. This makes Pipedrive a good alternative to Zoho, the platform provides a robust range of features to business owners. Pipedrive offers features such as Customization tools, integration, dashboard features, etc., pipedrive has a super easy-to-navigate interface making it a go-to platform for customer relationship management. 

Pipedrive paid plans costs are similar to that of Zoho CRM, this puts Pipedrive in a good position again as an alternative to Zoho CRM. The pricing for Pipedrive starts at $9.90/month/user to $59.90/user/month. Pipedrive does not offer free forever plans but gives a free trial to intending members.

Frequently Asked Questions (FAQs)

Bottom Line

Overall, Zoho CRM offers a wide range of customer relationship management solutions as we have discussed. The tools available on Zoho CRM are amazing, even though Zoho has limitations like every other CRM solutions provider.

Zoho is a CRM solution provider you should consider because it is a viable option to enhance your business marketing and management efforts. With Zoho, you can continually grow your business relationship with your customers. 

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5 Best LinkedIn Profile Writing Services in 2023

Young woman opening her LinkedIn app

Things have changed drastically with the advent of social media. We communicate quickly, are always connected via the Internet, and have new and innovative ways of gaining knowledge. We can learn about one another within seconds. Daily life has changed because of these new technologies, and job hunting is no different.

Nowadays, a LinkedIn profile is an essential for job seekers. You’d be hard-pressed to find a professional on the job market without one. There are tons of reasons for this, which we’ll get into later. So, while having a LinkedIn profile might be the bare minimum for a job seeker these days, a spruced up and well-written profile is strongly recommended. It can be the difference between finding a job quickly and easily, or searching job forums for months. 

Yet some people find it difficult to write an effective and eye-catching profile. This is understandable – writing is a skill, like any other, that needs to be practiced and fostered. If you don’t feel you’re ready to write your own bio and descriptions of your past experience, there are ways you can outsource these tasks to a professional and certified LinkedIn profile writer.

While you might not be the most confident when it comes to writing your own LinkedIn profile, there are linkedin profile & resume writing services that will do all the necessary work for you. Once you’ve hired a linkedin profile writer, you’ll have a well-curated, concise, and professional LinkedIn page.

These services pay off in the long run. Professional profile writers have all the necessary experience to make your LinkedIn profile stand out to hiring managers. These professionals know which keywords to use, how to condense your experience in the most effective way, and how to make your LinkedIn profile really pop.

Read through to learn more about the best resume and LinkedIn profile writing services and how they can improve your job hunting experience. We’ll tell you more about why LinkedIn profiles are so important, what goes into the best LinkedIn profiles, and which LinkedIn profile writing services are the best. You’ll see a marked improvement in your job search when you make use of these services, and we’re happy to explain all the benefits to you.

What Does a LinkedIn Profile Writer Do?

Each professional LinkedIn profile writer and profile writing service will have slightly different packages and offerings for their customers. In general, though, these companies will be able to provide a quick consultation, a tailored bio for your LinkedIn page, a keyword-optimized work experience section, and suggestions for your skills section.

This is more work than you might think. These LinkedIn writers will optimize your profile for hiring managers to find. With today’s advancements in search engine optimization (SEO), having the appropriate keywords is essential to finding the right job. They’ll help you tailor your job title, your headline, and anything else that might allow you to come up on hiring managers’ radar.

Some of the best resume and LinkedIn profile writing services will also offer a resume writing service, which is very useful when job hunting. Sometimes, these resumes are included in the package you purchase. Other times, these will need to be added on for a fee. Feel free to contact these companies and discuss which options are the best for you and your situation.

The best part about these services is that they can easily be tailored to you and your desired position. All of the best LinkedIn profile services have the option to be bespoke and best serve you and the job you want. When you approach these writers to tailor and optimize your profile, be sure to give them the most details and discuss the different positions you can (and should) be applying for.

Why is a Great LinkedIn Profile so Important?

As we’ve already stated, LinkedIn profiles are intrinsically part of the job market at this point. Not only is LinkedIn a platform where you can search for jobs and apply to them, it’s a networking platform at its core. This means that you can connect with people in your industry and learn about opportunities by engaging with other LinkedIn users in your field.

Another aspect of this platform that relates to LinkedIn profile writing services is that hiring managers often use LinkedIn to vet and learn about candidates. It’s estimated that over 90% of recruiters use LinkedIn to search for talent. When you apply to a job, even if you don’t do so through LinkedIn, the savvy person on the other end of the line will search your name and use your LinkedIn as the first part of their screening process.

While the prospect of a hiring manager searching for your LinkedIn profile might cause some anxiety, this is actually a great opportunity to put your best foot forward. With an optimized profile that highlights your best skills and job experience, you’ll be able to impress anyone who comes across your profile. In some cases, recruiters might want to speak about job opportunities with you simply based on your LinkedIn profile. This is why we recommend doing all that you can to ensure your bio, work experience, and skills are in tip-top shape.

What Goes Into an Optimized Profile?

Generally speaking, the most optimal LinkedIn profile is completely filled out and describes all the tasks you have accomplished, as well as the skills you’ve developed, over your career. This is harder than it sounds – there’s a lot of space to fill, even in the standard LinkedIn profile!

Most certified LinkedIn profile writers will want to provide a description of your current, or most recent, position. After that, they’ll write about your previous two job experiences. Here will be where keywords come in. A great description of tasks, accomplishments, and duties will use popular and well-searched keywords related to your field.

Great profile writers will also optimize your headline, which is one of the first things that people see when they view your profile. They’ll discuss what type of role you’re targeting and tailor your headline to reflect this. Writers can also add in a value prop statement to your headline, which will highlight what you will bring to a role.

Your About summary, or your LinkedIn bio, is another key aspect of an optimized profile. In general, professional bios are quite short. This makes them tricky to write. You’ll want to strike the perfect balance between concision and an accurate reflection of your skills. A professional profile writer will be able to take this prime real estate and make your profile shine. They’ll be able to write a bit about you, your story, what makes you unique, and your core areas of expertise and experience.

This is what will make your profile the best it can be, and the best for receiving interest from recruiters and hiring managers!

Our Top LinkedIn Profile Writing Services

Now, we’ll get into some of the best LinkedIn writing services that are available to people who want to overhaul and optimize their LinkedIn profile. If you’re in need of a complete LinkedIn profile and bio change, these are the best LinkedIn profile makeover services that you can find. Here, we’ll explain where each service specifically excels. We’ll also talk about the basis (and our reasoning) for where each writing service stands out.

Below, we have a table quickly explaining the best aspects of each company, plus a visual of the company’s reviews, pulled from their Google listing. As always, if you’re interested in using the services of any company’s profile writers, be sure to do your research and ensure that the company you select is right for you and your job search.

Profile Writing Service

Where Do They Excel?

Customer Reviews

LP Writers logo

LPWriters.com

Value

★★★★★
Super Star Resume logo

Super Star Resume

Profiles for Executives

★★★★★
Zipjob logo

ZipJob

Career Changes

★★★★★
Resume Writers logo

Resume Writers

Quick Results

★★★★★
Resume Writing Services logo

Resume Writing

Services

Mid-Level Positions

★★★★★

LP Writers logo

The Best Value: LPWriters.com

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LPWriters.com is a professional LinkedIn service provider that specializes in writing effective LinkedIn bios and ensuring that you rank higher in LinkedIn searches. They can give entire profile makeover services that will help you land a job in whichever field you’d like to target.

They have a host of industry awards and certifications, including certifications from LinkedIn and over 15 years of experience in writing LinkedIn profiles and improving their design. This company hires professional profile writers who will also review your LinkedIn profile for free.

LP Writers is the best LinkedIn writing service for its value. We chose this resume and LinkedIn profile writing service because they offer a free review of your profile, with no commitment to purchase any profile writing packages. This free review comprises an assessment of your keywords and SEO use, whether or not your content is suitable for your career level, and if your profile truly allows you to stand out to recruiters and hiring managers. 

This is a service that most other companies don’t offer before payment. This company also offers a host of free resources all about LinkedIn profiles and different tips to make your LinkedIn the best representation of your experience and skills. If you’ve decided that you want to use their professional profile writers, their prices for a full package start at $299.

Super Star Resume logo

The Best Profiles for Executives: Super Star Resume

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Super Star Resume is a full service LinkedIn profile & resume writing company. Their writers are able to offer not just LinkedIn profile writing, but also cover letters, resumes, professional bios, and interview preparation. This company is headed by Steven Mostyn, who is a world-leading expert in job hunting strategies. Their clients have landed jobs at leading firms such as Amazon, Bank of America, Oracle, Disney, and more.

We chose Super Star Resume as the LinkedIn writing service with the best service for executives. With an impressive clientele list of professionals and executives who have applied to (and been offered jobs with) well-known companies, Super Star Resume is the perfect LinkedIn profile writing service for CEOs, COOs, and anyone who is aiming to land a C-Suite role. This service can use their expertise and years of writing experience to optimize your LinkedIn profile for the executive roles you want to be noticed for.

Best of all, this service offers unlimited rewrites with their packages. Their job tools are the most effective way to tailor your profile for executive leadership roles.

Zipjob logo

The Best for Career Changes: ZipJob

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Sometimes, you want a bit of a job or career shift. This can be a simple shift from a management role to a senior leadership position, or a more radical shift from one field to another.

Regardless of where you want to go, or how you want to specifically tailor your job search, a great LinkedIn writing service will be able to help you get noticed by the companies, positions, and fields you’re looking to break into.

Overseeing and helping you with a career change is no simple task, so we had to research to find out which LinkedIn profile writing service was best for people looking to switch things up. We landed on ZipJob, which is another full service resume and profile writing company.

ZipJob employs over 100 different certified resume writers – therefore, it’s no surprise that this company has people in almost every industry. With ZipJob, you’re able to access the expertise of a host of different industry professionals and writers.

This is what makes this company unique and especially suited to anyone switching careers. Their writers are well-versed in keyword optimization and how to get your profile and resume noticed, even with applicant tracking system (ATS) technology. They have examples available on their website and their pricing for packages including a LinkedIn profile update starts at $299.

Resume Writers logo

The Best for Quick Results: Resume Writers

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The Resume Writers have been in business since 1999, when they were founded as a network of independently contracted resume writers. Much like ZipJob, the Resume Writers has many different certified LinkedIn profile writers who come from a variety of industries and backgrounds. They attempt to match you with the appropriate writer for your desired job and field – if you’re unsatisfied with their expertise, they offer to refund your order and match you with a writer better suited to your needs.

For their LinkedIn profile writing services, the Resume Writers offer a free consultation to discuss the options available to you. With their different writing packages, they offer a guaranteed 72-hour turnaround time. This is why we selected the Resume Writers as the best LinkedIn writing service for quick results. They also have an interview guarantee that makes working with them an easy decision. Their packages offer many different services, but their LinkedIn profile writing service starts at $199.

Resume Writing Services logo

The Best for Mid-Level Positions: Resume Writing Services

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If you’re mid-career and looking for a change, resume and LinkedIn profile services are a great way to start the process. It will be easy to land a higher-paying job when you’ve optimized and spruced up your profile. Resume Writing Services can do that for you.

Their website has testimonials detailing their success stories, and their process is easily and accessible outlined for you. They generally take 3 steps to craft a winning profile or resume for you: they ask for information via a simple online form, schedule communication with the chosen professional writer, and they begin work on any service you’d chosen to purchase.

We chose Resume Writing Services as a recommendation for mid-level job seekers because their resume writers generally come from Human Resources backgrounds. Their combined experience will allow you to make the greatest jumps to senior level positions with greater salaries.

What Makes a Writing Service Stand Out?

There are a few reasons a particular LinkedIn writing service might stand out. We chose the above writing services because they employ certified and professional writers who have diverse industry experience, plus they all promise customer satisfaction and better job prospects, and they all have years of experience. Some other perks you might look for are testimonials, free samples, and other resources available on their websites.

The Bottom Line: Why LPWriters.com and Super Star Resume are the Best

Among the best LinkedIn writing services, we saw that LPWriters.com and Super Star Resume really stood out. LPWriters.com offers a free review of LinkedIn profiles and has a ton of resources and tips you can access online for free. Super Star Resume also has this benefit, with an entire section dedicated to helping you with your job searching materials. 

Not only do these profile makeover services employ certified LinkedIn profile writers with years of experience, they also promise edits and rewrites for anyone who isn’t satisfied with their first draft. This is value that is difficult to come by when you’re looking to land your dream job. 

Regardless of which resume and LinkedIn profile writing services you research and ultimately use, be confident in your skills and seek to represent yourself accurately in your LinkedIn profile. You’ve taken years to develop your expertise – showing how accomplished you are on LinkedIn will get you noticed that much faster.

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6 Best CRM Software for Hospitals and Medical Businesses

Business people looking at a CRM concept on a computer screen

If you are running a hospital or any medical business, your customers’ satisfaction should be your topmost priority.

In order to take care of all the appointment scheduling, billing and customer management needs- creating long-term relationships with patients and providing a great customer experience – you need an efficient CRM software solution. 

With more than 10 years of research and testing, we have compiled this list of the best CRM software for hospitals and medical businesses that will help you keep up with all your customers’ demands quickly and make sure they get the best possible service from your organization. 

Read on to find out more about the best healthcare CRM software for hospitals and medical businesses!

Quick View on the Best CRM Software for Hospitals and Medical Businesses

  • Salesforce: Best medical CRM software overall
  • Pipedrive: Good for pipeline management 
  • Monday.com: Good for enhancing collaboration
  • ClickUp: Encourages versatility
  • Zoho CRM: Good for patient management
  • Hubspot: Has a comprehensive suite of marketing, sales, and customer service tools.

CRM Software

Features

Plans

Add-ons

Benefits

Support

Salesforce logo

Salesforce

  • Lead management
  • Forecasting
  • Customer service
  • Contact management
  • Marketing automation
  • Customization options
  • Mobile access
  • Integration
  • Analytics and reporting
  • Workflow automation
  • Essential plan: $25/Month/User
  • Professional plan: $75/Month/User
  • Enterprise Plan: $150/Month/User
  • Unlimited Plan: $300/Month/User
  • CPQ & Billing: $75/Month/User
  • Sales Cloud Einstein: $50/Month/User
  • Pardot Plan: $1,250/Month/User
  • You can customize Salesforce to suit your specific needs at any time.
  • Salesforce works for you no matter the size of your medical business. Even if you have one thousand patients, Salesforce is capable.
  • You can analyze your patients’ history better and report on their state of health when you use Salesforce for your hospital and medical businesses. 
  • Phone support
  • Email support
  • Online community forums
Pipedrive logo

Pipedrive

  • Lead management
  • Pipeline management
  • Forecasting
  • Customization options
  • Mobile access
  • Integration
  • Essential plan: $9.90/user/month
  • Advanced plan: $19.90/user/month
  • Professional plan: $39.30/user/month
  • Enterprise plan: $59.50/user/month
  • LeadBooster add-on: $32/user/month
  • Web visitors add-on: $41/user/month
  • Smart Docs add-on: $32.50/user/month
  • LeadBooster add-on: $6.70/user/month
  • Campaigns add-on: $13.33/user/month
  • Mailigen add-on: $10/month
  • You encounter less stress when using Pipedrive because you can navigate the website easily. 
  • You can automate Pipedrive to send information to you per time concerning a patient. This means that you stand less chance of missing an appointment with a patient or important information that you’ll need for their healthcare.
  • Phone support
  • Email support
  • Knowledge base
Monday.com logo

Monday.com

  • Task management
  • Project tracking
  • Team collaboration
  • Customization options
  • Mobile access
  • Integration
  • Individual plan: free
  • Basic plan: $8/user/month
  • Standard plan: $10/user/month
  • Pro plan: $16/user/month
  • Enterprise plan: custom pricing

No Add-ons

  • When you use Monday.com, you can adapt the CRM website to suit your needs. For instance, you can decide to use it for one or two purposes based on your business’ specificity at the time. 
  • The visual interface on Monday.com helps you to easily navigate the software. This makes you more productive and you spend less time carrying out tasks too.
  • Phone support
  • Email support
  • Knowledge base
Clickup logo

ClickUp

  • Task management
  • Project tracking
  • Team collaboration
  • Customization options
  • Mobile access
  • Integration
  • Free plan: limited features
  • Unlimited Plan: $5/user/month
  • Business plan: $12/user/month
  • Business plus plan: $19/user/month
  • Enterprise plan: custom pricing
  • Time tracking add-on: $3/user/month
  • Mind maps add-on: $5/user/month
  • Custom fields add-on: $3/user/month
  • You can easily afford $5 per month for ClickUp. In fact, you can use it for free if the free plan serves your needs. 
  • There’s less risk of losing track of information on this software because the mode of communication is easy and simple.
  • Email support
  • Knowledge base
Zoho CRM logo

Zoho CRM

  • Lead management
  • Forecasting
  • Customer service
  • Marketing automation
  • Customization options
  • Mobile access
  • Integration
  • Free plan
  • Standard plan: $18/user/month
  • Professional plan: $30/user/month
  • Enterprise plan: $45/user/month
  • Ultimate plan: $55/user/month
  • MarketingHub add-on: $15/month
  • SalesIQ add-on: $19/month
  • Social add-on: $15/month
  • With Zoho, your patients can enjoy better services. This is because you can understand their needs and preferences and give them more targeted healthcare.
  • The real-time data and insights that Zoho provides will help you identify opportunities for improvement and optimize processes. This will increase your productivity and you can attend to more people within a short period.
  • Phone support
  • Email support
  • Knowledge base
HubSpot logo

Hubspot

  • Lead management
  • Forecasting
  • Customization options
  • Marketing automation
  • Customer service
  • Mobile access
  • Integration
  • Free plan
  • Starter plan: $50/month
  • Professional plan: $1,781/ month
  • Enterprise plan: $5,000/ month
  • CRM suite cost: $30/month
  • API limit increase: $500/month
  • With Hubspot, you can gain insight into complex data sets that you may not have seen at once. This will allow you to make more accurate decisions.
  • Hubspot is accessible on mobile. You don’t need to carry your personal computer around. You can have all your patient’s files in one place – your mobile phone!
  • Phone support
  • Email support
  • Knowledge base

Best CRM Software for Hospitals and Medical Businesses – Quick Verdict

Best Overall – Salesforce

Salesforce is the best medical CRM software because of its flexibility and high level of customization. It enhances functionality and streamlines workflow for your business. 

This CRM software also has a large ecosystem for additional support and services. Its list of comprehensive features is top-notch as well. 

In addition, Salesforce is scalable no matter the size of any business or enterprise. Its robust security helps keep your data safe and secure. 

Best CRM Software for a Hospital or Medical Business

Finding the right CRM tool for your hospital or medical business can have huge implications on productivity, scalability, customer relations, patient care quality, and more — and that’s exactly why we’ve taken it upon ourselves to help you find the perfect solution for your needs!

You can access some of these CRM software for free, but if you want enhanced functionality, you’ll need to pay for a suitable plan. 

Let us take a detailed look at the best CRM software for hospitals and medical businesses below.

Salesforce logo

Salesforce – Best Overall

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Salesforce is a great CRM software that you can enjoy using as a healthcare professional. This is because it helps medical businesses and hospitals manage their patients’ services and other operations. It allows you to store patients’ data and automate many processes as a healthcare professional. 

Features

Salesforce offers nine (9) major frontline features that can help you to streamline your healthcare operations and improve relationships with your patients. Some of these key features include contact management, forecasting, lead management, marketing automation, analytics and reporting, and workflow automation.

Plans

Salesforce offers 4 different pricing plans based on the needs and size of your medical organization. 

These plans are an essential plan starting at $25/user per month, a professional plan starting at $75/user per month, an enterprise plan starting at $1500 per month, and an unlimited plan starting at $300 per month. 

From their essential plans to their enterprise business solutions, Salesforce offers packages that deliver value no matter the investment requirements or preferences. 

These pricing plans are designed for customer-centric businesses that want complete control over their sales processes.

  • Catering to all business needs
  • 6 pricing models that you can choose from
  • Consistent software updates and upgrades
  • Robust feature set with no hidden fees or annual commitment
  • Can be expensive if you have advanced needs
  • User manuals are difficult to understand
Pipedrive logo

Pipedrive CRM: Good for Pipeline Management

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Pipedrive is deal-driven and also functions as an account-management tool. Its proactive nature automatically tracks and organizes calls and emails, helping you synchronize schedules across your devices. 

You’ll mostly enjoy Pipedrive if your medical business is mid-sized (SMBs). You can visualize your patient’s life cycle process from start to finish. This can improve your efficiency and help you cut through a lot of second-guessing which is one major thing that CRMs fail to implement

Features

The major feature that Pipedrive offers is the management of organizing patient information and communication in one place. It allows for tracking patient progress through the healthcare process, from initial contact to final payment. Pipedrive also has a mobile app that enables access to patient information and other processes wherever you are.

Plans 

Pipedrive has 4 plans with its essential plan starting at $9.90  per month for one user. The second plan is the advanced plan with a set price of $19.90 per month for every user. The other plans are the professional plan at $39.30 per month, and the enterprise plan starting at $59.50 per month.

  • Excellent dashboard for prioritizing tasks
  • Sets reminders for project follow-up
  • Ability to track customer engagement, interactions, and emails 
  • Options for a free trial or low cost subscription plans starting at $12/user/month
  • Does not integrate with some healthcare software
  • Deal management is sometimes tricky
Monday.com logo

Monday.Com – Good for Enhancing Collaboration

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Monday.com has visual project management tools that allow healthcare professionals to collaborate and manage their workflows in one central place. It is often used by medical teams to manage projects, tasks, and deadlines.

Features

Monday.com has contact management and patient pipeline management features that enable you to track and manage patient information through a visual pipeline. It also allows for patient reporting, automation of repetitive tasks, and integrations with other medical software.

Plans 

Monday.com has 5 pricing plans. The first is the free individual plan, followed by the basic plan priced at $8/user/month. The Basic tier is the most affordable option, considering that it offers basic contact management and lead tracking features plus access to community support forums. With this plan, you also receive unlimited emails and support via email and live chat during business hours.  

The standard plan is the third plan pegged at $10/user/month and it comes with features such as sales reports and analytics, as well as automatic syncing of contacts between Monday.com CRM and other third-party applications like Outlook

The fourth plan which is the pro plan is offered at $16/user/month. The Pro tier offers more advanced features such as automatic lead scoring and tagging capabilities, the ability to add custom fields to contacts, unlimited emails from within Monday’s dashboard, as well as access to APIs for connecting with external applications.

Finally, the Enterprise plan which comes at a custom price provides unlimited customization options including custom objects and multi-company views and integrations from within Monday’s dashboard plus priority support from a dedicated team of experts.

  • A good visual interface that encourages productivity
  • Enables collaboration among teams
  • Limited CRM-specific features
  • The software is complex and requires some time to learn and set up.
Clickup logo

ClickUp: Encourages Versatility

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ClickUp is good for its collaboration and project management tool. It is suitable for medical businesses of all sizes.

As a healthcare professional, you can assign comments to specific team patients or groups of patients. Patient’s cycles can also be marked as resolved or in progress and you can create custom statuses if the need arises. 

Features

One interesting feature of ClickUp is that it helps you manage and organize centralized customer information. You can track and manage a patient’s records through a visual pipeline while generating custom reports to gain insights.

Its automation feature also makes task management and progress tracking easy. 

Plans 

The first plan is free for personal use. This is followed by the unlimited plan for small teams priced at $5/user/month and the business plan for mid-sized teams at $12/user/month.

If you have multiple medical business teams, there is a business-plus plan at $19/user/month. The last plan is the enterprise plan for many large teams at custom pricing. 

  • The visual interface makes it easy to track progress.
  • ClickUp allows collaboration among many medical teams
  • ClickUp is not primarily designed as CRM software. So it may not offer as many CRM-specific features as other dedicated CRM solutions.
  • The add-ons are not extensive enough and may not offer what you need.
Zoho CRM logo

Zoho: Good for Patient Management

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As a healthcare professional, you would enjoy Zoho mainly for its ability to manage patient information, track cycles, and automate processes. This management tool helps you to improve relationships with your patients while caring for their health needs.

Features

Zoho offers lead and contact management and patient pipeline management that helps you generate health forecasts based on patients’ historical data and trends.

You can also generate custom reports and gain insights into patients’ health performance.

Plans 

The first plan is a free basic plan with limited features and capabilities. This is followed by a standard plan at $18/user/month that allows automation and optimization of sales cycles. The professional plan at $30/user/month enhances the improvement of customer acquisition and accelerates growth. 

Zoho also has enterprise plans at $45/user/month that allow management of global CX operations with the complete CRM and an ultimate plan at $55/user/month that helps you scale exponentially with dedicated BI capabilities

  • You can customize Zoho to fit the unique needs of your patients.
  • Zoho offers a range of features that cover the entire patient process and cycles.
  • Limited customizations options and lack of extensiveness
  • Ineffective customer support
HubSpot logo

Hubspot: Good for Streamlining Information

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Hubspot is an exciting platform that enables data capture into the CRM from your social media platform, website, or landing page. 

You can capture and store just about any piece of data you could want to know about your patients including their personal information and a historic record of their engagement with your healthcare services.

Features

HubSpot CRM provides a central location to store patients’ data, manage information, and track interactions. The platform also offers robust automation features that can help medical businesses streamline their processes and grow their revenue.

Plans 

Hubspot CRM plans include a free plan that includes many of the features needed to manage customer relationships, a starter plan for small medical businesses looking for more advanced features at $50/month, and a professional plan for growing medical and healthcare businesses with more advanced automation features at $1,781/month.

There is also an enterprise plan for extra-large teams with complex needs and high-volume usage at $5,000/ month.

  • A combined solution that makes it easier to manage multiple areas of the business.
  • Can be integrated with Salesforce
  • Limited customizations on the free plan
  • Hubspot is expensive

Choosing the Best CRM Software for Your Medical Business Needs

Choosing the right CRM software for your hospital or medical business is important, if you want to deliver excellent patient care and improve your operational efficiency. 

There are several boxes to tick in this process. However, the most important thing should be the one that meets your needs. 

The major benefit of CRM software is enhanced interaction with your patients. However, there are several other benefits that you can enjoy. 

With the growing popularity of CRM software, these are what you should consider when choosing CRM software.  

Features Consideration

Work Enhancement: Streamlined Data, Proper Patient Information Management

The first major improvement CRM software should add to your medical business is streamlined patient information. Storing information and managing it in a centralized location gives you easier access as a healthcare professional. This will help to reduce errors and ensure that you have access to up-to-date information when making treatment decisions.

Most of the CRM software that is in the above list serves this purpose. They can help you manage patient treatment plans and histories, including your patient’s progress. This would help you make informed decisions about treatments. 

Customization: Healthcare Flexibilities

A good CRM software for your medical business should be highly customizable to meet your specific needs. You should be able to input and track data in a way that makes sense for your needs at the time. For example, you may want to track a patient’s prescription history or other healthcare-related data. 

The list of CRM software earlier mentioned allows the addition of custom fields and workflows. They also have high reporting capabilities which can help you handle the unique data requirements of your healthcare organization. 

Integration: Minimization of Data Duplication, Error Reduction

A good CRM software should integrate seamlessly with other existing systems. For example, practice management software and electronic health records (EHR). Integration with EHR can help to minimize data duplication and reduce the chance of errors occurring.  

Integration should further enhance appointment management and other administrative tasks from a single interface. You can then enjoy streamlined workflows, increased efficiency, and saved time and resources.

Security: Patients Data Protection

Security is a crucial factor when using CRM software for hospitals and businesses. Storing information in hard copy files is not as effective and secure as it used to be. Patient data is very sensitive information that needs protection from theft, unauthorized access, or loss. 

Having CRM software with robust security features will help to ensure that patients’ data is well protected and secure from cyber threats. 

This well-chosen list of CRM software will help you comply with relevant regulations. For example, HIPAA governs the handling of patient data in the healthcare industry. Providing data backup and disaster recovery will also ensure that data is not lost in case of an unforeseen event.

User-friendliness: Flexible Technicality

CRM software is designed to enhance workflow. This is why the best ones should be intuitive and user-friendly with varying levels of expertise. 

As a healthcare professional, your schedule may be busy. So you need software that is easier to learn and use. CRM software should have a simple user interface with relevant information that you can easily navigate. 

Flexibility and adaptation to the changing needs of your healthcare organization are also important. 

The software should have a simple and intuitive user interface with clear navigation and easy access to relevant data. The CRM software should also be flexible enough to adapt to the changing needs of the healthcare organization.

Analytics and Reporting Capabilities: Enhanced Patient Engagement, Improved Patient Satisfaction

A good CRM software should provide useful analytics and reporting features. This will enable your organization to track and analyze patient data, identify trends, and make crucial decisions. 

Tracking key performance indicators, such as patient satisfaction rates, appointment cancellations, and no-shows are vital. These metrics can help your organization make data-driven decisions to improve patient outcomes and operational efficiency.

Billing and Accurate Pricing

The cost of the CRM software should be reasonable and provide good value for money. This depends on the features offered by the software and the size of your organization. 

The software should not be costly and it should offer the features that your healthcare organization needs to manage patient interactions efficiently. 

This list of CRM software is accurately priced in a way that allows your healthcare organization to scale up as it grows and your needs change.

Add-ons

CRM (Customer Relationship Management) software should help your medical business manage its interactions with patients and improve their overall experience. 

CRM software add-on includes additional features and functionalities. The need for add-ons can vary depending on the size of your medical business, however, using CRM software with add-ons enhances your chances of tailoring the software to your specific needs more. 

Customer support: 24/7 Reach

All the CRM software on this list offer different ranges of customer support, an important metric for every good CRM software. 

Providing ongoing support and ensuring smooth adoption and usage is important. Ongoing support should also be available to address any technical issues or questions that may arise during usage.

Rewards and Benefits: New Account Bonuses, Free Services

Moat CRM software for healthcare and medical businesses tends to have a similar set of services. However, other factors can help you determine which software is best for you. 

Offering some services for free, or giving you some perks when you choose certain plans can be helpful for instance. These details can help you save money and see if you need some specific features.

How to Sign Up for a Healthcare CRM Software

The process of signing up for CRM software varies based on the specific software that you are using. 

However, the following steps are typically involved when signing up for a CRM software:

Step 1 – Visit the Software’s Website.

On the website of the CRM software, you’ll see a “Sign Up” or “Get Started” button. Click on it. 

Step 2 – Fill in Your Details

The software will request your personal information. For example your full name, email address, and phone number. Fill in the required details. 

Step 3 – Personalization

Here, you’ll need to choose a username and password for your account.

Step 4 – Payment

Select your preferred subscription plan. If there are several applicable payment methods, you’ll need to choose one. 

Step 5 – Other Instructions

Follow any additional instructions provided by the software to complete the sign-up process.

Some CRM software may require additional steps or verification. For example, you may need email confirmation or provide additional business information. 

You should carefully read and follow the instructions provided by the software during the sign-up process.

Frequently Asked Questions on Best CRM Software for Hospitals and Medical Businesses

Which CRM Software for Hospitals and Medical Businesses Is Right for You?

If you’re looking to use the best CRM software – one that helps you manage patient data, enhance workflow, track patient cycles has a good interface, and gives you value for your money, you can’t go wrong with Salesforce. 

One thing is assured – it will serve your best interest. 

This is not to say that it is the only good CRM software on the internet though. Any of the software listed in this article can serve you properly and effectively.

Using any of this software will be an awesome decision, so sign up for any of these top picks and enjoy an enhanced workflow. One thing is for sure, if you use any of this software it will be one of the best decisions that you’ll make for your hospital and medical business.

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Toast POS Review: The Good, the Bad, and the Delicious

Toast logo

Toast POS is point-of-sale software specific to the restaurant industry. Restaurants can use Toast to accept credit card payments, take customer orders, and allow seamless communication between front and back-of-house staff. Read on to see all the ways Toast POS can work for your business.

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Toast logo

Our Verdict – Toast POS System Review

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Toast POS is an excellent point-of-sale software for any size restaurant. Startups can plug right into its free tier of service, and more established businesses have a handful of other plans to pick from. No matter what you choose, there’s 24/7 customer support available to help with issues.

Using the software does require proprietary Toast POS hardware, but Toast will give you the first terminal or handheld for free. While Toast’s plans include most features, restaurants interested in marketing or advanced management tools will need to pay extra for these add-ons.

Toast software displayed on several devices
  • Free tier of service
  • Commission-free online orders
  • 24/7 customer support
  • Proprietary hardware
  • Limited options for reservations
  • Several costly add-ons

Toast POS at a Glance

Toast POS caters specifically to the food and beverage industry, choosing not to spread itself thin with other business types. Whether you run a food truck or fine dining, Toast POS has all the tools any restaurant needs to thrive.

It’s possible to use Toast POS without paying a cent with its impressive starter kit. Not only will you have access to several software tools, but the platform also sends a terminal your way free of charge.

Upgrading your plan unlocks new features as your restaurant demands them, such as online ordering and payroll. There are also plenty of hardware options to accommodate an expanding restaurant floor or busy back of the house.

Who Toast POS is Best For

Toast POS is one of the best POS software for small businesses with a completely free starter kit including both hardware and software. Established restaurants can work directly with the point of sale provider to build a package suitable to their needs. The system leaves plenty of room for expansion, offering tools for online ordering and a payroll platform for burgeoning restaurants.

Toast POS Cost

Toast has four price plans to choose from as your restaurant’s demands change. Check the chart below to see what each one offers:

Starter Kit

Point of Sale

Essentials

Restaurant Basics

Price

$0/month

$69/month

$165/month

$110/month

Order and Table Management

Menu Management

Reporting and Analytics

Terminals

Up to two

Custom

Custom

Custom

Payroll and Team Management

Payment Processing

2.99% + 15¢ per transaction

2.99% + 15¢ per transaction

2.99% + 15¢ per transaction

2.99% + 15¢ per transaction

Online Ordering

24/7 Support

Unlike other point-of-sale services, Toast charges one flat rate across the board for payment processing. This takes some of the sting out of starting at a lower price point, although rates are still a bit high.

There are some fantastic benefits to using Toast POS, even at the free level. Even though Toast requires proprietary hardware, the company gives you a terminal just for signing up. Keep in mind you’ll have to pay for any additional terminals you may need. If choosing a higher tier, Toast POS will work with you to create a custom configuration.

Each plan gives access to order, table, and menu management tools you need to run an effective restaurant. You’ll also be able to review reports to see sales summaries and which products aren’t selling.

At $110 per month, the Restaurant Basics package adds in team management tools for scheduling and payroll. It also includes business insurance and a 401k package exclusively for Toast POS users.

If you plan to allow any online ordering, you’ll need to invest in the Essentials package. For $165 per month, the Toast POS system will connect you to customers via the web and provide delivery service options as well.

Get Started with Toast POS Now!

Toast software on a desktop screen

Toast POS Features

Toast POS has an assortment of features that makes it a top restaurant POS software. Let’s check out some of the top ones now.

Order and Table Management

Whether you’re running a fancy sit-down or fast casual, Toast POS has the order tools for you. You can take orders from customers at a counter through terminals or have guests place their own orders through self-ordering kiosks.

Handheld tech lets you take and send orders from the table, enabling your staff to spend more time with customers. Flex tablets track orders for the back of the house, allowing for efficient food prep and speedy order completion. The software also makes it possible to assign tables to different servers to avoid confusion.

Menu Management

All Toast POS software connects to the cloud, so you can access and modify your menu from any location. As you make updates, you’ll see changes appear in real time both in your physical restaurant location and online.

You can also track and manage item availability with to-the-minute countdowns. All your servers and kitchen staff will know the moment you run out of a menu item to avoid frustration from customers.

Toast POS Hardware

There are a slew of Toast POS hardware options for your restaurant to choose from. When signing up for the free starter kit, you’ll receive your very own Toast Flex for orders and system management.

Other Toast POS plans allow for a customized hardware setup, including kiosks for customers to order from and portable devices servers can use at tables. Your kitchen staff can use wall-mounted or standalone tablets to view orders for prep.

Toast makes devices for all restaurant types, and each is designed to withstand the rigors of the industry. Machines come spill and temperature resistant and are able to adjust to match your decor.

Toast POS hardware

Reporting and Analytics

Knowing your restaurant’s performance is a key indicator of success. No matter where you are, you can log into the Toast POS system to receive various reports and analytics.

If you have multiple locations, Toast POS will show you an overview of each one. You can see labor costs, sales numbers, and how each restaurant performs. It’s possible to view a sales summary over any time period to see if a particular promotion worked or if items sold at different price points.

You’ll know at a glance what’s working and what isn’t, so you can make adjustments to menu items or prices on the fly. By identifying areas of improvement, you can stop throwing money away and start making more than ever before.

Payroll and Team Management

Toast’s team management tools are perfect for expediting employee onboarding and making scheduling a snap. You can build schedule templates and communicate directly with your staff from within Toast about last-minute changes or what your daily specials might be. The Toast POS system also adds in labor data to monitor employee time.

The same software has a built-in restaurant payroll system linking employee hours with wages so you don’t have to. You can use Toast POS to direct deposit funds into employee accounts or print checks for each one. Toast POS can remit federal and state information when tax time rolls around.

Online Ordering

Why limit your restaurant to a physical location? Toast POS has a robust online ordering system to connect with customers on the go. Online purchases have no commission fees, so your income doesn’t take a hit.

Customers can pick up orders curbside, or you can take advantage of Toast’s delivery service system. The Toast POS system locates local drivers for you and quickly gets your food into customers’ hands.

Email Marketing – Loyalty

Through Toast POS, your restaurant can run targeted promotions to current and potential customers. After building email marketing templates, you can set the system to send messages automatically so you don’t have to. At the end of the day, you can use Toast software to see how effective your campaigns are.

You can also use Toast’s loyalty programs to reward repeat customers. The software prompts customers to sign up, and loyalty members earn points for purchases they make. Information is saved within your Toast POS system and linked to customers through a credit card number.

Toast POS Customer Support

Toast won’t sell you some software and leave you high and dry. It offers team training and go-live support with experts who can design a system specific to your restaurant’s needs. Once live, you can contact Toast POS customer service 24/7/365.

Even after getting your system up and running, Toast has several training opportunities to hone your skills. There’s a massive database of information and interactive webinars throughout the year. You’ll also get sneak peeks at new products and offer feedback about what you use.

Get Started with Toast POS Now!

Alternatives to Toast POS

Toast POS may not be ideal for every restaurant. Here are a few alternatives to consider if it’s not for you.

TouchBistro logo

TouchBistro

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Like Toast POS, TouchBistro is a restaurant-exclusive POS software with an assortment of tools for all restaurant types. The software relies on iPad devices, which can be considerably cheaper than Toast’s proprietary machines. Customer support is always on hand to help with issues.

Pricing with TouchBistro isn’t quite so clear. It will set you back $69 per month to get the basic package, and you’ll have to decide from there which other features you need. Each add-on increases your monthly cost.

Some features, such as email marketing and online ordering, have a substantial price tag that smaller businesses may not be able to afford. When you sign up, you’re committing to at least a year-long contract with TouchBistro.

  • Several restaurant POS tools
  • Works with iPad devices
  • Always available customer support
  • Minimum one-year contract
  • Nontransparent hardware and processing fees 
  • Add-ons like online ordering are not cheap
Square payroll logo

Square POS

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Square POS Review

Square POS is a well-rounded point of sale system with plans dedicated to the food and beverage industry. Like Toast POS, Square has a free plan for newer businesses that comes with a card reader for in-person sales. Interestingly, Square POS includes online ordering in all its packages for no extra charge.

Once you outgrow the free plan, your next restaurant POS option costs $60 per month. Here, you’ll receive advanced features, mobile POS software, and finally have access to 24/7 support.

Square’s processing rates in person aren’t as bad as Toast, but online rates are significantly higher. There’s no way to make use of a third-party payment processor when dealing with Square, either.
It should come as no surprise that Square has several extra features you can add to your plan for an additional fee. Of these, the most notable are marketing tools. Read our Square POS review to find out more about it.

  • Basic plan is free to use
  • Free reader for in-person sales
  • Online ordering included in all plans
  • Must use Square’s payment processing
  • Processing rates are on the expensive side
  • Marketing tools cost extra
Lightspeed logo

Lightspeed POS

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Lightspeed POS crushes inventory management with a robust system other point of sale services can’t compete with. It’s simple to track products across multiple locations, assign specific SKUs to items, and reorder supplies straight from the app.

Pricing for restaurant tools starts at $69 per month, but this package leaves out critical features like table ordering and floor plans. If you want access to all Lightspeed’s features, your monthly bill will surpass the $400 mark.

There’s some flexibility with hardware, but it’s a bit annoying that you have to contact customer service for a quote. Fortunately, Lightspeed POS has free onboarding assistance to ensure everything gets set up correctly the first time.

For those watching every penny (and who isn’t?), Lightspeed POS has lower payment processing rates than Toast. Lightspeed users also have access to a suite of eCommerce tools for online ordering.

  • Robust inventory management system
  • Free onboarding assistance
  • Lower payment processing fees
  • eCommerce platform not included in the basic tier
  • Must request a quote for hardware pricing
  • On the pricey side
Clover logo

Clover POS

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Clover POS has a series of plans specifically for quick service or full-service dining. Each option includes point-of-sale software and the hardware you’ll need to get up and running. Higher-priced tiers come with more hardware, but you can always purchase more to round out your setup.

Even the most basic quick-service dining plan starts at $90 per month and goes up from there. Full-service restaurants wanting all the fixings should expect to pay no less than $290 monthly. No matter which plans you end up choosing, your first month of service is entirely free.

If you’re keen on online ordering, Clover does have the capability for an online store. This feature is a costly add-on not included in any plan.

Of the restaurant POS services we’ve reviewed, Clover has the lowest payment processing rates for card-present transactions. A few tenths of percent savings on each purchase may not seem like a lot, but the savings add up fast.

  • Hardware included in each plan
  • First month of service is free
  • Low payment processing fees
  • Confusing pricing model
  • Some Clover partners may not do legitimate business
  • Keyed-in transactions have significantly higher processing rates

Frequently Asked Questions (FAQs)

Want to learn more about Toast POS? Below you’ll find answers to some of the most common questions about the point of sale provider.

Bottom Line on Toast POS Review

Toast POS creates an interface between you and the customer, allowing you to take orders and credit card payments. The software facilitates communication between the front and back of house, expediting order turnaround and keeping customers happy. As your restaurant grows, Toast POS makes it easy to upgrade to online ordering, targeted marketing campaigns, and can even handle scheduling and payroll.

Get Started with Toast POS Now!

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Square POS Review – Pros, Cons, and System Cost

Square POS hardware on a black background

Square POS is an intuitive point-of-sale system designed to facilitate payments both in person and online. It breaks out of traditional molds by offering a number of additional features that add up to a robust all-in-one platform. This article explores the tools Square POS offers to take your business to the next level.

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Square payroll logo

Square POS Review – Our Verdict 

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Square’s POS software is very business-friendly with a free Basic plan and card reader to collect in-person charges. Online businesses can take advantage of a user-friendly website builder to design the perfect store. 

You will have to use its payment processing system and subsequent fees, which fall on the higher side. Some tools, such as marketing, loyalty, and payroll do come with an additional charge.

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Square POS stand on a white background
  • Basic plan is free to use
  • Free reader for in-person sales
  • Systems for several business types
  • Must use Square’s payment processing
  • Processing rates are on the expensive side
  • Marketing tools cost extra

Square POS Review at a Glance 

Square POS offers the perfect blend of tools for physical locations, online stores, and businesses firmly in both worlds. This makes it our top pick for the best POS software out there.

There are a number of hardware tools from portable card readers to terminals and registers you can use to set up your brick-and-mortar business any way you choose. Square’s free online store and website builder has everything you need to build a professional digital sales platform, even if you have no prior knowledge.

Basic plans across all business types are completely free for as long as you remain at that tier. Prices increase incrementally as you upgrade plans and gain access to more features. Processing rates are a bit on the high side but only come out of any transitions you make.

No matter what tier you start off at, Square POS has checkout and payment tools to bring in sales and inventory management tools to prevent you from running out of bestsellers. The platform automatically builds customer profiles, offers thorough reports, and even has banking options.

Who Square POS is Best For

Square POS’s range of features works well for startups and larger businesses alike, whether you’re in person or online. New companies can join Square for free and never worry about monthly payments or surprise charges. Enterprises with high sales numbers can uncover custom pricing, lower processing rates, and get the most out of Square’s extensive feature set.

Get Square POS for your business

Square POS System Cost

Square POS system cost changes depending on whether your business falls into retail, restaurants, or you do business by appointment.

Square for Retail

Square for Restaurants

Square for Appointments

Price

$0 – $60/month

$0 – $60/month

$0 – $69/month

Credit Card Rates

2.9% + 30¢ online,

2.5 to 2.6 + 10¢ in person

2.9% + 30¢ online,

2.6 + 10¢ in person

2.9% + 30¢ online,

2.5 to 2.6 + 10¢ in person

Online Store

Additional Features

Sales reports, integrated payments, team management, inventory management, client management

Unlimited locations and devices, menu and table management, unlimited KDS, shift reports, inventory management

Automated reminders, online booking tools, team management, client management, multiple payment options

Square POS builds each of its plans with a particular industry in mind. Each industry-specific plan has a free-forever option perfect for those starting out. Prices rise to $60 if you want to use more features. Processing rates don’t vary much, but each plan type has specific features to help your business succeed.

Square POS for restaurant user dashboard

Square POS Features

Square POS has several incredible features, and many of them are available completely for free. Check out the standout ones below.

Payments

With Square POS, you can take payments from anywhere you do business. Sales and payment tools even tie into Instagram and Facebook, where customers can buy with the tap of a button. If you make sales on the go, there’s even an option to accept payments through your smartphone.

The invoicing system makes it easy to accept payments remotely from regular customers or other businesses buying your products. Invoices can start out as estimates to quote jobs and land you contracts. You can use Square’s system to track where invoices are and which still need to be paid.

The POS system accepts all the major credit cards, whether in a physical location or through the internet. Online credit card rates come in at 2.9% + 30¢, whereas in-person rates vary slightly from 2.5% + 10¢ to 2.6% + 10¢, depending on your plan.

Checkout

Online checkout with Square POS is fast and flexible no matter your business type. You can customize your checkout page with Buy buttons or QR codes to expedite the process. The in-person process is just as fast, with credit card readers, full registers, and barcode scanners.

Hardware

Square POS has an assortment of hardware tools to not only give your brick-and-mortar store a professional feel but allow for an easy and quick sales process.

Plans come with a free card reader you can attach to a smartphone or tablet to take payments, but you can purchase terminals, stands, or registers as well. Accessories such as a cash drawer, barcode scanner, or receipt printer complete the look.

Square Register hardware

Contract Length

There are no long-term contracts with Square POS. You can upgrade from the free plan at any time to one of Square POS’s paid services. Anyone enrolled in a paid tier can make changes at the end of every 30-day billing cycle.

Online Store

All Square POS plans come with an online store to expand your business across multiple channels. The included website builder makes it easy to drag and drop your way to the site of your dreams.

Personalize all aspects of your site to drive more sales and push customers toward high markup items. Square POS online stores work across mobile devices to reach more people for less work. Alongside credit cards, you can accept payments from pay apps to maximize sales potential.

Inventory Management

Inventory management tools allow you to sort products among different categories and attach SKUs for tracking purposes. If you sell both in-person and online, Square POS keeps tabs on how much of each item you have left in stock, so you don’t have to.

Plus users get additional features, such as smart stock forecasts and managing goods across multiple locations. You can also set up automatic purchase orders to go out once an item falls below a certain amount.

Payroll

Square Payroll is an optional add-on, starting at $35 per month and increasing by $5 per active employee.

Your team can use Square’s POS system to clock in and out on shifts so you can accurately track hours and make all your employee payments from a single source. Businesses can tie in tips and commissions as well.

The software will also automatically calculate your quarterly and annual tax filings so you don’t have to. There’s no need to worry about costly mistakes or compliance issues across one or multiple states.

Customer Profiles and Management

Whenever you make a sale, Square POS automatically generates customer information into your database. The system adds to data as customers shop again, building a profile you can use to reward loyalty or generate targeted marketing campaigns.

Mobile App

If you’re on the road, the Square app allows you to follow your business, check sales information, and update inventory all from your phone. You can engage your customers from the Square app, receive orders if you’re running deliveries, and update your online store with the latest products.

Marketing and Loyalty

Marketing and loyalty tools are add-on features designed to keep customers engaged and coming back for more.

You can create campaigns through email or text message, depending on customer preferences and data you’ve collected in customer profiles. A marketing strategy can share information on new items, promote in-store events, or send out exclusive sales deals. Change up campaign type or template depending on the deal or who you target.

Square POS allows you to automate the marketing process once you’ve set it up the first time. It can send welcome emails, abandoned cart reminders, ping customers you haven’t seen in a while, and more.

With loyalty programs, it’s possible to send one-time coupons to specific customers as a thank you for repeated business. Similarly, you can set up reward points they can redeem over time. The software will prompt customers to sign up at the time of sale so you don’t have to.

Marketing tools start at $15 per month, with loyalty tools starting at $45 per month.

Reporting and Analytics

With sales reports, you’ll know which inventory items are flying off the shelves and where you’re making the most money. At higher pricing tiers, it’s possible to break down reports by vendor, check profit margins, and view products by category to see what customers prefer the most.

Banking

To really stand out among the competition, Square POS incorporates basic banking tools to help you pay vendors and set aside finances.

Checking accounts grant instant access to your funds by way of a free business debit card. There are no minimums or recurring fees to worry about. With a savings account, you can set aside a portion of your sales for tax purposes or a looming expense.

If you need extra cash quickly, Square POS has a loan service for up to $250K. There’s no interest on the loan as you pay it back, just one flat monthly fee you’ll need to keep up with.

Alternatives to Square POS 

Square POS has a ton of great features but may not be for everyone. Here are some other options to consider if Square doesn’t speak to you.

Shopify logo

Shopify POS

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Shopify POS Review

Shopify POS connects users with a powerful ecommerce network and website builder that even the most computer illiterate can use to generate online income. Sales tools extend to brick-and-mortar locations as well, with robust payment options through many types of hardware.

If shipping across the city or the country, Shopify’s deals with major carriers earn you up to 88% off shipping costs.

You can get started for as low as $29 per month, but plans can reach $299 if you want to bring credit card rates down or access more features. Payment rates start very high and don’t drop too much even at the highest level.

The top-tier POS features are locked away behind a separate PRO plan at $89 per month. While most small businesses can make do with included tools, larger companies will have to consider this additional expense if choosing Shopify for point of sale tools.

  • Smooth omni channel selling
  • Powerful online store builder
  • Shipping discounts from the major carriers
  • Only two staff accounts at the Basic level
  • High payment processing fees
  • Shopify POS PRO is a costly add-on
Clover logo

Clover POS

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Clover leans more on the brick and mortar side of POS, including hardware in each of its plans. The devices you receive vary depending on the plan you choose, but at the very least you’ll get a touchscreen you or your customers can use.

Pricing models vary considerably depending on the type of business you run. Clover has some pre-built POS systems but will also customize plans to your specific needs should you desire. No matter which way you go, your first month of service is on the house.

You can add an online store to your POS system as well, but unlike Square, this is an optional upcharge. While easy to set up, the additional cost only adds to the confusion of monthly pricing options. It’s best to work directly with Clover for your point of sale software, as some third-party sellers are not reputable.

  • Hardware included in each plan
  • First month of service is free
  • Customizable to any industry
  • Confusing pricing model
  • Some Clover partners may not do legitimate business
  • Keyed-in transactions have significantly higher processing rates
Revel logo

Revel Systems

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Revel Systems is a favorite of anyone with some developer knowledge under their belt. The adaptable Open API platform lets you build POS your way, and you can further customize your system with flexible payment options.

The platform is in no way limited to programmers, though. Revel Systems’ POS software is intuitive, with a number of tools for managing inventory, customers, and your team. Everything can run off iPad devices if you want to go that route.

Monthly pricing starts at $99 per terminal, and this rate requires you to buy two terminals and sign a three-year contract. At nearly $200 per month, Revel Systems may be out of reach for some smaller businesses. Revel Systems is quite unclear about its payment processing rates, requiring you to make a phone call to see what yours would be.

  • Adaptable Open API platform
  • Customizable payment system
  • Runs off iPad devices
  • Best rate requires two terminals and a three-year contract
  • No transparency with payment processing rates
  • Monthly pricing is expensive
TouchBistro logo

TouchBistro

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TouchBistro is a restaurant-exclusive POS software with all the fixings you’ll need to run your fast food business or sit down. Wait staff can take orders and send them to the back of the house through standard iPad devices, maintaining a professional vibe while saving on expensive hardware.

It will cost you a minimum of $69 per month to start using the majority of TouchBistro’s restaurant tools. There are no tiers of service; instead, you add additional features to cover all your business needs.

Add-ons include features like online ordering, reservations, and marketing tools that come with the means to up your sales numbers. You’ll have to weigh the costs of these tools with profit potential to see what makes sense.

By signing up, you commit to at least a one-year contract. Make sure you iron out processing fees and add-ons before you buy so you know exactly what you’re getting yourself into.

  • Several restaurant POS tools
  • Works with iPad devices
  • Always available customer support
  • Minimum one-year contract
  • Nontransparent hardware and processing fees 
  • Add-ons like online ordering are not cheap

Square POS Review – Frequently Asked Questions

Bottom Line on Square POS Review

Square POS is an excellent point-of-sale system, allowing your business to accept payments from any medium. It doesn’t stop there, offering an online store, management tools, and even banking to an already impressive package. Best of all, businesses of any size can take advantage of Square’s features thanks to a free plan and attractive pricing options.

Try out Square POS!

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Shopify POS Review: A Perfect Marriage of POS and Ecommerce

Shopify POS blog background

Shopify POS is a point-of-sale system your business can use to accept payments while managing inventory, staff, and sales. Whether your operations are online-only or you need Shopify POS hardware for your physical store, Shopify POS has the tools you need to succeed. This Shopify POS review will show you how one simple system can maximize your business’s potential.

Get started with Shopify POS today.

Shopify logo

Shopify POS Review: Our Verdict

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Businesses of any size can make use of Shopify POS’s omnichannel sales tools and powerful online store builders to reach the most customers. Be prepared for slightly higher than average processing fees from credit card transactions, especially with some of the cheaper plans. To lessen the sting, you’ll receive some fantastic shipping discounts on all outgoing packages.

To get the most out of your Shopify POS system, you’ll need to come up with an additional $89 per month to go PRO. Only here will you have smart inventory management, unlimited staff logins, and the whole gamut of analytics.

  • Smooth omni channel selling
  • Powerful online store builder
  • Shipping discounts from the major carriers
  • Only two staff accounts at the Basic level
  • High payment processing fees
  • Shopify POS PRO is a costly add-on

Get started with Shopify POS today.

Shopify POS System at a Glance

Shopify POS offers the means to maximize sales for your physical or online store with mobile pay and credit card payment processing. If you sell from multiple locations, you can also track inventory changes and utilize reports to see which items are hot.

Built-in checkout and payment tools aim to improve the consumer experience and boost revenue. Customer profiles track customer habits, so you can tailor deals to demand or reward shoppers for loyalty.

Best of all, Shopify’s point-of-sale system is only one part of an impressive suite of services. What really sets it apart is the eCommerce platform millions of businesses use every day.

Point of sale and eCommerce software are so intertwined that you can’t purchase one without the other. Plans start at just $29 per month and grow alongside the needs of your business.

Screenshot of Shopify POS home dashboard

Who Shopify POS System is Best For

Any business able to handle $29/month is a good candidate for Shopify POS. As your company demands additional features, you can upgrade to more comprehensive plans or invest in Shopify POS PRO. Even large businesses should find everything they need with all of Shopify’s tools at their disposal.

If you’re starting an online store and need a POS, Shopify should be one of your top picks the best POS software for your business. 

Shopify POS Pricing

Shopify POS has three price tiers you can take advantage of as your company’s needs change. Check out the chart below to find the best plan for your business.

Basic

Shopify

Advanced

Price

$29/month

$79/month

$299/month

Staff Accounts

2

5

15

Credit Card Rates

2.9% + 30¢ USD online

2.7% + 0¢ USD in person

2.6% + 30¢ USD online

2.5% + 0¢ USD in person

2.4% + 30¢ USD online

2.4% + 0¢ USD in person

Online Store

24/7 Support

Inventory Locations

Up to 4

Up to 5

Up to 8

Reports

Basic

Standard

Advanced

Shipping Discounts

Up to 77%

Up to 88%

Up to 88%

Each tier includes Shopify’s powerful online store builder and a support team that never rests. Differences start to appear with credit card rates, where you’ll see a drop in fees the higher up the list you go.

The Basic plan only allows for two managers to log in and make administrative adjustments. You can have 15 managers helping you on the top level once you make the move to the Advanced tier.

Other features also get progressively better as you step up the ladder, such as the quality of reports and shipping discounts. You can also track and sell inventory across more warehouses or retail locations as the need arises.

Shopify PRO

If you want to elevate your POS software to the next level, Shopify PRO removes limitations on store staff logins and the number of registers you can use with your account. It also kicks inventory management into high gear and boosts your omnichannel selling with new features.

Adding Shopify PRO to your account costs $89 per month in addition to whichever plan you signed up for.

Check out what Shopify PRO has to offer.

Shopify POS System Features

Shopify POS has no shortage of tools to help your business out. Let’s take a look at the key features now.

Screenshot of Features page of Shopify POS website

Payments

Whether you’re doing business in person or on the web, Shopify POS has you covered. The software works with popular payment methods like Visa, Mastercard, American Express, and Google, and Apple Pay.

Credit card rates vary depending on the plan you use and where customers are shopping from. Online orders incur a 30¢ transaction fee on top of the cut Shopify takes for helping you do business. Charges range from 2.9% at the Basic level to 2.4% should you upgrade to Advanced.

Online fees work the same way, starting at 2.7% at Basic and dropping to 2.4% at Advanced. In addition to better rates, internet purchases don’t have a transaction fee.

Checkout

Customers bogged down by the checkout experience may leave their merchandise and run. Shopify POS facilitates the process from any device to keep shoppers happy. The software automatically calculates taxes and can provide email receipts.

In-store barcode scanners make for quick transactions. It’s possible to print out custom receipts with your store’s information in hopes of bringing customers back in the future.

Shopify POS Hardware

You can deck out your brick-and-mortar store with Shopify POS hardware designed to speed up the sales process. Its standout tool is POS Go which looks like a phone but incorporates a barcode scanner, card reader, access to customer profiles, and more.

Shopify POS hardware

To make your business look even more professional, you can add registers, cash drawers, barcode scanners, receipt printers, and more. These devices all talk to each other through Bluetooth, Wi-Fi, or a wired connection.

Contract Length

You don’t have to get locked into a long-term contract by signing up for Shopify POS. Any plan you choose can be month to month, allowing you to upgrade or cancel without worrying about termination fees.

A yearly contract is available if you want to bring prices down. The commitment discounts monthly rates by 50%.

Ecommerce Platform

Shopify is one of the best eCommerce platforms that millions of businesses use for online sales. Each of its POS plans includes the tools to create an incredible site of your own.

You don’t need one iota of coding knowledge to build your site, either. Shopify’s drag-and-drop system makes it easy to create the online store you want without the headaches that come with programming. If you do have programming skills, the sky’s the limit of what you can do.

There are thousands of themes to choose from, and Shopify’s websites are optimized for products and selling. If you’re just starting out, you can use the built-in generator for your business name or domain.

Shipping Discounts

Perks for using Shopify’s point-of-sale software even extend to shipping. No matter where you send products, you’ll receive competitive shipping rates from UPS, USPS, or DHL Express. Discounts can reach up to 88% off standard costs.

Anyone using the Shopify or Advanced plans gets additional savings on smaller packages, but Basic users miss out. There’s also up to $200 including insurance coverage if you use Shopify shipping labels.

Inventory Management

You can connect up to eight locations with your Shopify account to manage retail inventory. While this could mean multiple store locations, it also includes storage facilities or products hot off the manufacturing line. Inventory automatically updates when you fill orders or move products to a different place.

The rest of Shopify’s inventory management tools are only accessible if you’re a Shopify PRO member. PRO members can view inventory analysis and reports identifying sales trends and decide which items are worth keeping in stock. You’ll also get a heads-up if items are running low and purchase order suggestions based on products flying off the shelves.

Customer Profiles

Repeat customers are a business’s bread and butter. Shopify will build customer profiles listing contact information, purchases, lifetime spending, and pertinent notes about likes and dislikes. You can use these metrics to adjust marketing preferences or reward loyalty.

Reporting and Analytics

Shopify has a wide variety of reports you can use to track store performance and discover trends among your shoppers.

Retail sales reports allow you to view sales based on staff member, location, customer, or time of day. Product and inventory reports reveal what’s selling and which items only collect dust. You can even see cash flow and whether your sales promotions are helping or hindering your bottom line.

Alternatives to Shopify POS System

Shopify POS has some powerful features, but it may not be for everyone. Check below for some alternatives that may be more of your style.

Square payroll logo

Square POS

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Square POS Review

New businesses tend to love Square’s Basic plan, which is completely free to use for the life of your company. It even includes a free card reader you can attach to a tablet or mobile device, so you can theoretically sell without any initial out-of-pocket costs. Square for Restaurants is also our top pick for the best restaurant POS systems.

Square has two other service tiers with advanced features to consider as your business grows. The Premium tier is only available to larger businesses making over $250,000 annually. Since all plans are month to month, you can change them at almost any time.

Among its bonus features, the POS software gives access to your very own online store to build your internet presence. There is also a slew of inventory management tools and sales reports to stay on top of your business needs.

Credit card processing rates are on the high side, effectively dipping into your bottom line. You’ll have to use Square’s payment processing system, so there’s nothing you can do to get these fees down. Adding to the strain on your pocket, marketing, and loyalty tools are not included in standard rates.

  • Basic plan is free to use
  • Free reader for in-person sales
  • Systems for several business types
  • Must use Square’s payment processing
  • Processing rates are on the expensive side
  • Marketing tools cost extra
Clover logo

Clover POS

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Clover offers an excellent POS system catering, especially to brick-and-mortar businesses. The platform has all-in-one solutions built around restaurants, retail, and various professional and personal services. If your company doesn’t fit into one of these molds, Clover can create a package just for you.

There are several plans for each industry type depending on the features you need. All plans come with hardware in the form of touchscreens, kiosks, or full registers for your transactions.

Your entire first month of service comes at no cost to you as a gift for choosing Clover. This lessens some of the pain surrounding monthly pricing, which requires a phone call to sales to sort out. It’s best to do business directly through Clover, as some third-party vendors are not very reputable.

An online store through Clover is an optional add-on, causing monthly rates to jump even higher. Keyed-in transactions come with high fees, so make use of your card readers whenever possible.

  • Hardware included in each plan
  • First month of service is free
  • Customizable to any industry
  • Confusing pricing model
  • Some Clover partners may not do legitimate business
  • Keyed-in transactions have significantly higher processing rates
Revel logo

Revel Systems

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Revel Systems opens the door to customization tools that allow you to create the perfect POS system for your business. Alongside flexible payment options, developers can use the adaptable Open API platform to integrate other software and build game-changing solutions.

If programming isn’t your thing, Revel Systems still has an intuitive point-of-sale software with inventory and customer management. Everything can run off a standard iPad device if you’d rather not invest in potentially expensive proprietary hardware.

Pricing begins at $99/month per terminal, requiring a three-year contract and the purchase of at least two terminals. Startups may be unable to come up with these funds early on in the game. Revel Systems isn’t clear about its card processing rates, forcing you to call for a quote.

  • Adaptable Open API platform
  • Customizable payment system
  • Runs off iPad devices
  • Best rate requires two terminals and a three-year contract
  • No transparency with payment processing rates
  • Monthly pricing is expensive
Lightspeed logo

Lightspeed POS

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Lightspeed’s inventory management tools leave other POS providers in the dust. You can track products across multiple locations like Shopify, but Lightspeed lets you assign custom SKUs and reorder supplies directly from its platform.

Everyone except those in the Basic tier gets access to Lightspeed’s eCommerce platform for online sales. There’s also free onboarding assistance until your team is up to speed on everything Lightspeed has to offer.

Payment processing fees do not vary from plan to plan or business type and actually come in a bit lower than most of the competition. Monthly prices to use the POS software start at $69/month and only go up from there.

On the hardware side, Lightspeed software runs on any iPad device to help keep costs down. You’ll have to call for a quote if you want to use a register, cash box, or receipt printer.

  • Robust inventory management system
  • Free onboarding assistance
  • Lower payment processing fees
  • eCommerce platform not included in the basic tier
  • Must request a quote for hardware pricing
  • On the pricey side

Shopify POS Review – Frequently Asked Questions (FAQs) 

This section provides answers to some of the most commonly asked questions about Shopify POS.

Bottom Line on Shopify POS Review

Shopify POS combines the best point-of-sale software with an impressive eCommerce platform. In addition to omnichannel selling, you’ll have inventory and staff management tools alongside comprehensive reports and the Shopify POS hardware you might need for a brick-and-mortar location. Businesses small and large turn to Shopify for its long list of features that grow right along with you.

Get started with Shopify POS today.

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The 7 Best POS Software for Small Businesses

Customer using a pos software to pay at a small business' counter

Customers are turning to credit cards more than ever when making purchases, but not just any store can accept plastic. Point of sale software is an integral part of any small business strategy wanting to capitalize on this large market. Read on to discover the best POS software currently available and what makes each one a winner.

Best POS Software for Small Businesses

As we pored over all the point of sale systems available for small businesses to use, we looked to price and payment processing fees as major factors. We also wanted to make sure the hardware didn’t create any barriers, and the contract length wasn’t too long. Finally, we studied additional features that make the software stand out and how easy it was to find support when you need it most.

Click here for a more detailed analysis of our methodology.

Software

Price

Payment Processing Fees

Contract Length

Support

Free Trial

Square payroll logo

Square

$0 to $60/month per location

2.6% + 10¢ in person, 2.9% + 30¢ online

Month to month

Online education system, chat and phone support

30 days

TouchBistro logo

Touchbistro

Starting at $69/month

Varies depending on payment partner and credit history

Minimum one year

24/7/365 support

None

Shopify logo

Shopify POS

$29 to $299/month

2.4% + 0¢ to 2.7% + 0¢ in person, 2.4% + 30¢ to 2.9% + 30¢ online depending on plan

Month to month

Online forum, 24/7 phone, email, and live chat support

14 days

Clover logo

Clover POS

Varies depending on the type of business you run

2.3% + 10¢ to 2.6% + 10¢ depending on plan

Minimum one year

24/7 phone and chat  support

None

Revel logo

Revel Systems

Starting at $99/month per terminal

Must request a quote for processing rates

Three years

24/7 phone and chat  support

None, but free demo with limited functions

Lightspeed logo

Lightspeed

Starting at $69/month for retail and restaurants

2.6% + 10¢ in person, 2.6% + 30¢ online

Month to month or annual contact

Large community forum, 24/7 phone and chat support

14 days

QuickBooks payroll logo

Quickbooks

One time purchase of $960 to $1520

2.7% to 2.3% + 25¢

None required

Limited to Monday-Friday: 5 am – 6 pm PST

30 days

Square payroll logo

Square POS: Best Overall POS Software for Small Businesses

$0 to $60/month per location

★★★★★

4.8

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Square POS Review

Square POS is easily accessible for small businesses with a completely free-to-use Basic plan. It even comes with a complementary card reader for those working in a physical location. Flexible tools make Square beneficial for just about every business type. 

You will have to use Square’s payment processing system, though, and rates can be on the expensive side. Even with the paid plan, marketing tools and loyalty programs still cost extra.

Why we chose it: Square is the best point of sale software for small businesses thanks to its low barriers for entry and wide range of tools.

  • Basic plan is free to use
  • Free reader for in-person sales
  • Systems for several business types
  • Must use Square’s payment processing
  • Processing rates are on the expensive side
  • Marketing tools cost extra

Get Square POS for your business.

Pricing: It doesn’t cost a dime to get started with Square POS software. The free plan contains a thorough feature set with enough for any business type to get started. When ready to open up reporting and management tools, jump to the Plus plan at $60 per month for each location you do business.

Payment Processing Fees

Square’s payment processing fees are on the high side, a clear tradeoff from offering most of its services for free. Expect to pay 2.6% + 10¢ for any in-person credit card transaction and 2.9% + 30¢ for online customers. These fees can significantly add up as your business grows.

Hardware

You’ll receive a free small card reader when you join Square’s ranks that you can use right away for in-person sales. If you want to look more professional, the POS software provider has portable terminals, iPad stands, and full-blown desktop registers you can purchase.

Readers: $10 for basic, $49 for contactless

Stand: $149 (iPad not included)

Terminal: $299

Register: $799

Contract Length

There are only month-to-month contracts with Square, so you can drop your service any time. Keep in mind hardware devices are proprietary and won’t do you any good with another POS software company.

Features

Businesses can benefit from a slew of inventory management tools to track your products and a free online store to build an internet presence. The POS software also creates customer profiles and can generate sales reports depending on your current plan. Payroll, marketing, and loyalty programs are all add-ons worth weighing the costs of.

Support

When in need of help, Square has a large database of resources, getting started guides, video tutorials, and more. If you can’t find your answer there, it’s possible to track down a live agent via live chat or with a phone call.

Get Square POS for your business.

TouchBistro logo

TouchBistro: Best Small Business POS Software for Restaurants

Starting at $69/month

★★★★★

4.7

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TouchBistro dedicates its services to the food and beverage industry with several amazing restaurant POS tools. Its software works with iPad devices and has a customer support team always standing by to help. Signing up requires a year contract, and TouchBistro doesn’t do a good job explaining its processing fees. While you can get basic features for a reasonable fee, add-ons can cause your monthly rate to skyrocket.

Why we chose it: TouchBistro’s long list of delicious features and flexible pricing makes it the best POS software for the restaurant industry.

  • Several restaurant POS tools
  • Works with iPad devices
  • Always available customer support
  • Minimum one year contract
  • Nontransparent hardware and processing fees 
  • Add-ons like online ordering are not cheap

Get started with TouchBistro

Pricing: You’ll pay a flat $69 per month to unlock the majority of TouchBistro’s services for use. From there, features such as online ordering, marketing tools, and reservations can significantly increase the cost. Small businesses may have to pick and choose which add-ons make the most sense until sales blossom.

Payment Processing Fees

TouchBistro doesn’t even hint at what payment processing fees might be. The platform uses a number of payment partners that decide rates based on your credit history, sales volume, and a bunch of other factors. While this can work to your advantage, it can be a detriment to startups without much history.

Hardware

You can integrate all of TouchBistro’s software onto any current iPad device, eliminating the need for expensive, proprietary hardware. If you want your restaurant space to look more the part, TouchBistro does have credit card readers, cash registers, receipt printers, and more that you can use. Of course, there’s no way to know how much these devices cost without requesting a quote for your specific business.

Contract Length

If you commit to TouchBistro for your restaurant, you’ll be in a contract with them for at least a year. When you receive your quote, there may be some wiggle room in pricing if you opt for an even longer timeframe. There’s no option to bail on your contract early if you do decide to change POS software providers.

Features

TouchBistro’s many features allow you to build an optimal floor plan and set up how you want staff to manage tables. You can also track inventory, swap dishes in and out, and streamline job assignments and payroll. Some features like online ordering, marketing, and loyalty programs cost extra.

Support

Support is another of TouchBistro’s stronger suits, offering 24/7 service any day of the year. You can call or chat with an agent depending on your preference to get your questions answered quickly.

Get started with TouchBistro

Shopify logo

Shopify POS: Best Small Business POS Software for Omnichannel Sales 

$29 to $299/month

★★★★★

4.7

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Shopify POS Review

Shopify POS speaks omnichannel business, curating its feature set to work on any device or platform currently in existence. These tools extend to physical locations as well, even though the site shines most for its online store builder and international commerce tools. 

Payment processing fees run high, though, and anyone looking to use third-party payment services gets hit with significant fees as well. Depending on the plan you select, you’ll have to limit staff exposure to just a few team members.

Why we chose it: Shopify POS reaches far and wide to facilitate business dealings to anyone in the world on whatever platform they choose.

Get Shopify POS

  • Works well with omnichannel small businesses
  • Powerful online store builder
  • International commerce tools
  • Only two staff accounts at the Basic level
  • High payment processing fees
  • Additional fees for using third-party payment providers

Pricing: You’ll have three plans to choose from when using Shopify POS with ever-increasing features as you move up the ladder.

Basic: $29/month

Shopify: $79/month

Advanced: $299/month

A major shift from plan to plan is the number of staff accounts you can have logged in to manage operations from different locations. Payment processing fees decrease as you work up the ladder and are worth considering when looking at your total sales.

Each plan comes with Shopify POS Lite, an introductory feature set for sales. Users can upgrade to Shopify POS Pro for $89/month per location to maximize point of sale tools and eliminate some of the bottlenecks the base software offers.

Payment Processing Fees

Your payment processing fees with Shopify POS vary depending on the plan you subscribe to. At the entry-level, Shopify will grab 2.9% of your credit card sales but will drop to 2.4% if you join the Advanced level. International sales are possible but suffer from even higher rates.

It is possible to use other payment processors when your Shopify account. In addition to whatever they charge you, Shopify POS will take somewhere between 0.5% and 2% off the top for their portion.

Hardware

For physical locations, Shopify POS has plenty of portable hardware tools. Most devices are standalone, but you can download software onto an iPhone and eliminate the need for additional machines. The all-in-one POS Go retails for $429, but simple card readers are as low as $39 apiece.

Contract Length

All your dealings with Shopify POS are on a month-to-month basis. There are no contractual obligations to worry about, and you’re free to move on at any time. If you invest in any of Shopify POS’s hardware, they won’t do you any good with a new platform.

Features

Online sellers can rejoice at Shopify’s massive eCommerce platform and all the tools you’ll need to create the perfect website. The POS provider also has impressive shipping discounts, offering up to 88% off standard rates. Many tools help your business reach international buyers with options for language and currency conversion and the ability to manage different markets.

Support

You can connect with a Shopify POS customer support agent any time of day or night via email, phone, or online chat. Agents do get bogged down from time to time during peak hours. If you end up on hold, you can browse Shopify’s extensive database for answers from other users.

Get Shopify POS

Clover logo

Clover POS: Best Small Businesses POS Software for Physical Locations

Depends on type of business

★★★★★

4.5

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Clover POS loves equipping store owners with professional hardware devices to really look the part. Plans include registers, kiosks, or portable machines to maximize in-person sales. The platform has several pre-built plans for specific industries but will work with any type of business to create the system you need. If that’s not enough, your first 30 days of use are completely free.

Pricing can get quite confusing, and any transaction without a credit card present has a much higher processing rate. It’s best to do business directly through Clover’s website, as some would-be partners run sketchy business deals.

Why we chose it: Each of Clover POS’s carefully crafted packages includes the software and hardware you’ll need to succeed.

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  • Hardware included in each plan
  • First month of service is free
  • Customizable to any industry
  • Confusing pricing model
  • Some Clover partners may not do legitimate business
  • Keyed-in transactions have significantly higher processing rates

Pricing: Clover POS varies its pricing and plans to the specific type of business you operate. Costs also vary depending on whether you pay monthly for hardware or buy your devices outright and shoulder a much lower monthly fee.

On the retail side, plans for hardware and software change considerably based on the features you need and how you choose to pay.

Retail monthly rates:

Starter: $60/month

Standard: $130/month

Advanced: $175

These same plans look quite different should you opt to pay for the hardware upfront:

Starter: $799 upfront + $14.95/month

Standard: $1,799 upfront + $44.95/month

Advanced: $2,298 upfront + $54.90/month

Clover POS has a similar pricing model for restaurants, professional services, and home & field as well. If your business doesn’t match one of Clover’s pre-built options, the POS software provider will work with you.

Payment Processing Fees

There’s some variation in payment processing fees among different price tiers. Expect to lose 2.6% + 10¢ at the Standard level and 2.3% + 10¢ if you upgrade to advanced, although these numbers can vary slightly depending on the type of business you run. Any keyed-in credit card transactions cost upwards of 3.5% + 10¢ per use.

Hardware

From portable card readers to registers, Clover POS has an impressive line of hardware. Plans come preloaded with the hardware Clover recommends for your business type, but you can swap these out for something else if you wish. You will need Clover hardware to run POS software from your store, though.

Contract Length

Whether you choose to pay for software and hardware monthly or buy the hardware outright, you will enter a one-year contract with Clover. Should you decide to switch POS providers during that time, expect high termination fees and hardware you can’t use elsewhere.

Features

Clover POS’s tools handle inventory management well, no matter what business you run. There are options for online ordering and tracking tools for viewing sales. If you pay a little more, you can access customer management tools to build long-term relationships.

Support

Customer support is on hand 24/7 to help with questions or issues you may have about your POS software. Clover doesn’t have a large database with help topics you may find with other providers.

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Revel logo

Revel Systems: Best Small Business POS Software for Customization

From $99/month per terminal

★★★★★

4.4

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With Revel Systems, you can adapt to changing customer needs and personalize client interaction through Open API. It’s possible to further customize payment methods and integrations with other software. To do away with expensive hardware, Revel Systems downloads seamlessly into iPads for point of sale. You will need to sign up for a three-year contract to get the best rate, and even that might be high for some small businesses. There’s no information anywhere on payment processing fees.

Why we chose it: Revel Systems unleashes the power of Open API, integrations, and flexible payment systems to put customization firmly in your hands.

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  • Adaptable Open API platform
  • Customizable payment system
  • Runs off iPad devices
  • Best rate requires two terminals and a three-year contract
  • No transparency with payment processing rates
  • Monthly pricing is expensive

Pricing: To get started with Revel Systems, be prepared to lay down $99 per terminal each month from the get-go. Since you have to purchase two terminals to lock in this rate, you’re looking at nearly $200 per month just to commence POS operations.

If you want to buy some onboarding help, you’re looking at an additional $674 to have trained staff come in and show you the ropes.

Payment Processing Fees

Revel Systems declares transparent, flat processing fees for credit cards and then fails to mention pricing anywhere on its site. The POS software company even has its own payment processor. You should get a better understanding of these rates upon requesting a quote, but you can use third-party options if you don’t like what you hear.

Hardware

All the software you’ll ever need runs right off iPad devices. Revel Systems sells cool iPad stands along with credit card readers, printers, barcode scanners, and even a cash drawer based on your store’s needs.

Contract Length

You are in it for the long haul if you sign up for Revel Systems. Contracts are three years in length for best pricing.

Features

The ability to customize your POS software with Open API is a huge plus for Revel Systems. Loads of management tools help you control all aspects of your business and make adjustments on the fly to accommodate an ever-changing market. 

Support

Revel Systems offers a somewhat pricey onboarding service to show you how to get your POS system up and running. If you encounter any issues after using the platform for some time, you can contact customer support by phone or chat at any time.

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Lightspeed logo

Lightspeed: Best Small Business POS Software for Inventory Management 

Starting at $69/month

★★★★★

4.3

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Lightspeed POS makes it easy to assign SKUs and track inventory levels across multiple locations. Payment processing fees are flat across all plans and sit below the majority of the competition.

This helps offset the cost of higher monthly rates for plans, and those using the lowest tier won’t have access to Lightspeed’s eCommerce platform. You’ll need to contact support for hardware costs, but Lightspeed will walk you through onboarding until your team is ready to fly solo.

Why we chose it: Lightspeed POS has an abundance of inventory management tools to keep your business stocked.

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  • Robust inventory management system
  • Free onboarding assistance
  • Lower payment processing fees
  • eCommerce platform not included in the basic tier
  • Must request a quote for hardware pricing
  • On the pricey side

Pricing: If your business revolves around restaurants or retail, Lightspeed POS has a plan for you. The software provider has unique pricing models for each industry that grows in features as you move up the list.

LightSpeed Restaurant pricing:

Essentials: $69/month

Plus: $189/month

Pro: $399/month

Enterprise: Call for a quote

Lightspeed Retail pricing:

Lean: $69/month

Standard: $119/month

Advanced: $199/month

Enterprise: Call for a quote

The above prices are for an annual contract. You’ll pay quite a bit more if you choose a month-to-month approach.

Payment Processing Fees

It’s a blessing to see Lightspeed POS’s flat payment processing rates, where so many other companies muddy the water. You’ll hand Lightspeed POS 2.6% + 10¢ for in-person sales, whereas online customers will cost you 2.6% + 30¢ for each purchase. If you wish to use a third party for payment processing fees, your monthly rates will jump through the roof.

Hardware

Things get a little hazy when looking at Lightspeed POS’s hardware. You can use an iPad for all your in-person sales but add in a cash box and receipt printer if you so desire. Any businesses wanting a more official desktop setup can go that route as well. You will need to call Lightspeed for pricing.

Contract Length

It is possible to follow a month-to-month contract with Lightspeed, but doing so will raise your fees by around 20%. Your best bet is to purchase an annual contract to get the best rates.

Features

Any business dealing with any amount of stock will want to check out Lightspeed’s inventory system. You can track product levels across multiple locations, tag items with unique serial numbers, and reorder directly from the POS platform. Additional features include an eCommerce platform and several key reporting tools.

Support

Lightspeed POS has a lively customer base that contributes to the forum on a regular basis. If you can’t find your answer there, a customer service representative can help you 24/7 by phone or online chat.

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QuickBooks payroll logo

QuickBooks: Best Small Business POS Software With One-Time Fees 

One-time fee of $1,200 to $1,900

★★★★★

4.2

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Quickbooks has three plans to choose from, each with a high initial cost that unlocks the software until the end of time. This can get costly for businesses with multiple locations, as each site needs a unique license. The software runs on Windows devices and fuses seamlessly with Quickbooks financial tools to round out your business needs. Help may be hard to come by at times since customer support doesn’t work nights or weekends.

Why we chose it: With Quickbooks, you don’t have to worry about never-ending monthly software costs eating into your bottom line. For one flat fee, you’ll own the platform’s POS software forever.

  • All plans are a one-time purchase
  • Integrates with QuickBooks financial software
  • Can use the software on Windows devices
  • Separate licenses required for each location
  • No 24/7 support available
  • Expensive initial costs

Pricing: Quickbooks breaks the mold with its one-time purchase plans. If you can overcome an initial cost, the software is yours to use forever. It should come as no surprise that each subsequent plan grows the feature set as that one-time price rises.

POS Basic: $1200

POS Pro: $1,700

POS Multi-Store: $1,900

These costs do not include the hardware you might need or payment processing fees from customer credit card use.

Payment Processing Fees

Quickbooks has two payment plan options to consider. The pay-as-you-go option will set you back 2.7% for each swipe of the card. You can get this rate down to 2.3% by paying $20 per month, but you’ll also pay a 25¢ transaction fee with each purchase. Do the math and see which plan makes the most sense for your business.

Hardware

You can buy credit card readers, barcode scanners, or even a full hardware bundle with all the fixings. The full bundle costs $900 but doesn’t include your software interface. Fortunately, all Quickbooks tools run right off a standard Windows computer or laptop.

Contract Length

There are no contracts with Quickbooks, as you’ll lay down one amount of money upon joining Quickbooks’ ranks and use its software indefinitely. There is a monthly rate for payment processing fees if you don’t pay as you go, but you can opt out of that at any time.

Features

Quickbooks POS marries very well with the company’s financial platform, handling sales, invoicing, and payroll. Although Quickbooks’ financial side is a separate package with an additional cost, the two work amazingly well together. The POS software does a great job tracking inventory and integrates with a lot of the top sales platforms.

Support:

You can only get in touch with a customer support agent from 5 am to 6 pm during the work week. If you encounter an issue in the evening or during operations on the weekend, you may be out of luck until you can connect with someone on Monday morning.

Ranking Methodology for the Best POS Software for Small Businesses

A lot of factors go into making POS software something to write home about. We considered the following when picking out our favorites:

  • Price: Let’s face it, price is always a huge consideration for any small business. The best POS software must have an entry-level price point for a company to settle into. Adding new features along the way should similarly not break the bank.
  • Payment Processing Fees: Payment processing fees scrape a little bit of your profits off the top for the POS software provider you’re using. These percentages and additional transaction fees can make a significant difference in your income. The best point-of-sale software services keep these fees low. 
  • Hardware: If you have an in-person location, you need the physical hardware in conjunction with POS software to take payments by credit card. Many companies run their software off inexpensive iPad devices to keep costs down but offer more professional-looking registers for those that can afford it.
  • Contract Length: Even if a POS software provider is the ideal fit for your business right now, you don’t want to get stuck in a contract if your needs change or something better comes along down the road. Many point of sale companies work off month-to-month contracts, allowing you to change things up just about any time.
  • Features: Not every point-of-sale service is the same. Those on top the leaderboard have additional features that set them apart from the competition. Finding tools that match up with your business model can give you a nice advantage.
  • Support: Software can be confusing, crash for no apparent reason, or simply not work as you think it should. In these instances, it’s a blessing to have customer service agents standing by to help. The best POS software systems have 24/7 support teams alongside a wealth of knowledge in a database or on forums.

Best POS Software for Small Businesses –  Frequently Asked Questions (FAQs)

This FAQ answers some of the biggest questions surrounding POS software.

Bottom Line – Best POS Software for Small Businesses

POS systems are essential for credit card sales, whether your business is brick-and-mortar or entirely online. The best POS software introduces an abundance of features at a low cost that even the smallest business can work with. Square tops our list for its free starter plan and range of industry coverage, but we feel any of the companies on this list will serve you well.