Frequently Asked Questions

For Vendors

Group 3978

What is the difference between Premium and Lite listings?

The main differences include the description size, the number of external links, customization, reporting features, and customer review section.

With the Lite package, which starts at $99 per month, you’ll get:

  • An extended profile page with up to 1000 words count and 1 external URL
  • Possibility to add video and screenshots of your company
  • List of features and contacts details
  • Reporting including website traffic analysis
  • Pricing section

With the Premium package, which starts at $199 per month, you’ll get:

  • An extended profile page with up to 1500 words count and external 3 URLs
  • Customized colors and style of the page
  • Possibility to add video and screenshots of your company
  • List of features and contacts details
  • Advanced reporting including heatmaps, sessions recordings, monthly reports
  • Customer reviews section
  • Pricing section

Why is listing on FindMyCRM free?

FindMyCRM is free for all users who want to get featured on our website and insert short information about themselves for better online visibility so that users can make the best purchase decision possible. Vendors pay us to boost web traffic and sales opportunities by leaving their website link and more company details.

What benefits will you get with the FindMyCRM listing?

You will get:

  • Increased traffic

Our call to action buttons, external links will drive more traffic to your site.

  • Better online visibility

Get your brand in front of more buyers. We can help you stand out from your competitors and gain exposure in a crowded industry.

  • Get matched with the right customers

Not all leads are created equal. Let us match you with the right customers for your unique product, software, or service. 

  • Get to know your would-be customers

Our detailed analytics help you leverage data on customers and prospects.

  • Customer reviews and ratings

Customer reviews and ratings improve consumer trust in your business. FindMyCRM gives customers a place to advocate for your brand. You can also use customer reviews for marketing purposes or respond to customer feedback on our platform.

  • Competitor analysis

FindMyCRM has the most up-to-date and comprehensive directory of CRM listings. No one knows the industry (and your competitors) better than we do.

  • Premium listings

Get increased visibility on our site with priority placement.

How can I get paid listing?

Fill in the contact form on our Get Listed page or click the button Get Listed or Talk to Sales on desired pricing plan and we’ll get in touch with you as soon as possible to discuss further steps, your requirements, and timeline.

Can I cancel my subscription?

Yes, you can. We have two options of payment - monthly and annual. To try out our service, you can pay only for a few months and then cancel your subscription if it doesn’t fit your requirements or choose another pricing plan. 

Can I pay with a credit card?

Yes, you can pay with all major credit cards. Check PayPro Global Payment Methods for more information.

For Vendors

Group 3978

Where can I be listed?

You can get more buyers via listing on our CRM Directories as a CRM system or as a CRM partner on CRM Partners Ecosystem. Here we have free listing and advanced listing available, which is more extended and detailed. To get listed, please, fill in this form first. 

What should we do if we receive a negative review?

We realize how unpleasant a negative review can be. As a review site, we provide suppliers the opportunity to clarify any misunderstandings or difficulties. A vendor’s response to a bad user review has the potential to make both the seller and the reviewer happy, as well as demonstrate excellent customer service to other software buyers.

Will we be notified of a new review submission for my product?

No, vendors will only be notified after our team has published a review. No alerts are provided once a review is submitted to minimize confusion from spam or reviews that do not pass our QA procedure.

May a vendor request its profile or product listing be removed from your site?

We strive to provide our users with as complete software product directories as possible, just like all other online review platforms. As a result, unless the product listing does not fit within one of the existing software categories (or “directories”); the vendor can provide evidence that the product is no longer actively being marketed and/or sold to the public; or the listing or profile does not comply with our guidelines, we will not remove it from our sites.

Does your site share the contact information of a reviewer with a vendor?

Our site does not share the reviewer’s personal contact information with any vendor, yet non-private information like the reviewer’s name and firm may be publicly shown with a review to provide crucial context to our site users.

For Reviewers

Group 3978

May I leave a review for a product based off of a demo I viewed?

We believe that software reviews should be based on genuine user experience. Because watching a product demo is not the same as having hands-on experience with a product, any review that our team discovers to be based on a seen product demo will be disabled. A demo that has been viewed, on the other hand, is not the same as reviewing a product during a free trial time. Hands-on experience is included as part of a free trial. You may review software that you used during a free trial period, but you must note that you utilized a free trial on the review form.

May I leave a review for a product based off of a free trial?

Before acquiring software, buyers can test a variety of tools. These evaluation experiences in proof of concept or trial versions, we believe, are valid experiences to share with our user group. If you utilized a free trial version of software, you may evaluate it, but you must mention that you did so on the review submission form by selecting “Free Trial.”

How can I remove my own review?

Any reviewer can ask for a review to be removed by sending an email to hello@findmycrm.com and describing which review they wish to remove and why. Only the original reviewer has the authority to request that their review be removed, so the request must be sent from the email address used to submit the initial review.

How often can I update or edit my review?

You may request a minor edit to an existing review, or submit a new review to replace an existing review, at any time.

What content is considered “sensitive information”?

Sensitive data may include, but is not limited to, the following:

  • Information that can be used to identify you personally. Email addresses, physical addresses, phone numbers, names, and other facts that could be used to identify a person.
  • Terms of a Confidential Contract. Pricing information, account service details, and other terms are frequently included in contracts between two parties that are not meant for public disclosure.
  • Information that could be harmful. Any other information that we, in our sole discretion, believe may be harmful to the interests of a reviewer, merchant, or any person.

CRM Industries

Group 3978

What are the benefits of CRM in manufacturing?

Customer Relationship Management (CRM) is a software solution that assists businesses in organizing all of their contacts with both potential and existing customers. CRMs are powerful tools that assist manufacturers manage the sales process while also allowing them to:

  • Keep track of the customers and their previous orders.
  • Identify fresh sales leads and commercial prospects.
  • Streamline the sales process and eliminate time-consuming tasks.
  • Make it easier for current consumers to get better service.

What is CRM in insurance?

An insurance CRM is a software solution that responds to the demands of insurance brokers and customers. With an insurance CRM, you can organize all of your leads and claims, automate assignments to the correct personnel, and manage various policies all in one place.

What is a CRM in real estate?

CRM software for real estate allows organizations to manage and strengthen relationships with their contacts, such as leads, prospects, and current customers. The finest CRM for real estate agents organizes all of their contact information in one place and automates routine activities.

What is an eCommerce CRM?

E-commerce CRM (e-CRM) is a type of customer relationship management software that focuses on online sales and customer experiences. E-CRM, like traditional CRM, can evaluate customer information and sales patterns, as well as collect and store data, but it can do so 24 hours a day, 7 days a week. The majority of e-CRM software can also evaluate your site’s statistics, such as:

  • Conversion rates;
  • Customer click-through rate;
  • Email subscription opt-ins;
  • Which products customers are interested in.

What does a CRM do for nonprofits?

CRMs are used by nonprofits to keep track of their connections, sponsors, and other supporters. It’s a central repository for their data, which can be used to better understand and maximize donor connections. You can not only track the donations that come in, but you can also learn more about the donors.

What is CRM in consulting?

Consulting CRM software is used to track and manage interactions with current and potential customers, as well as to identify leads. Employees that operate in teams such as client servicing, sales, or marketing use it to connect directly with clients and customers.

What is CRM in SaaS?

SaaS CRM is cloud-based software that provides continuous access to CRM features and support without the need to install or maintain it. Customer interactions become more visible using SaaS-based CRM, which lets firms automate and personalize marketing, sales, and customer care.

What is CRM in the healthcare industry?

A medical CRM is a system that helps healthcare executives in acquiring, retaining, and engaging patients while also providing individualized services. This medical CRM is useful not just to the hotel business, but also to medical suppliers, financials, and pharmaceutical divisions.

Why should you use construction CRM software?

Improved client interactions are the most basic benefit. CRM enables sales teams to have more effective client relationships. Greater deals closed, more loyalty, and more word-of-mouth referrals mean a better customer experience.

CRMs promise improved organization and communication in the business world.

Project management tools are available in CRMs. Your contacts, bids, and invoices are all kept on file. They allow you to manage groups. Your working connections with architects, engineers, and other project stakeholders arcrm e also important.

All of your work procedures will be streamlined with CRM. To create a “single source of truth,” gather all of your data in one place. Automate and analyze your email marketing campaigns to make them more effective.

What is CRM in higher education?

Customer relationship management (CRM) is a form of software that helps teams and individuals communicate more effectively. A CRM is used in higher education institutions to collect and organize data in a way that allows users to simplify admissions, target marketing efforts, and track results.


What is a CRM for startups or small businesses?

While the essence of CRM is the same for large and small businesses, CRM for startups has its own set of capabilities. In addition, the cost of CRM software plays a significant part in the final decision. Small firms, unlike major corporations, do not have a dedicated software evaluation staff. Continue reading to see how a small business may quickly assess the best CRM software. Finally, the length and complexity of software implementation play a significant impact in the final selection for startups. Because a startup may not have a specialized custom installation team, a CRM software that is highly flexible would suffice. Finally, a cloud-based CRM for startups eliminates operational headaches.

What is a retail CRM?

Retail CRM is a software system that organizes all of your company’s clients and leads so you can quickly and trackably communicate with them. Most CRM software is aimed toward a business-to-business (B2B) paradigm, which revolves around a long-format sales cycle that often requires a deal pipeline.


Group 3978

What should I ask vendors when evaluating CRM products?

Don’t just rely on the information provided by CRM vendors when doing your study. Request a demo, during which a representative will show you through the software’s features.Don’t allow this demo to turn into a sales pitch, though. Make certain to ask important questions, such as:

What parts of the software do users most frequently report problems with?

Don’t just focus on the features that providers offer, but also inquire about what users find difficult. This will also allow you to assess the representative’s ability to be open and honest with you about their goods. If a vital element for your company’s demands and sales pipeline is a source of frustration for other customers, it’s likely to be the same for you.

What are the set-up costs for the software?

CRM software is often priced on a “per user, per month” basis, however there are frequently up-front fees associated with deployment. How probable is it that we’ll need technical assistance to set up, install, and/or operate the software? If you don’t have an IT staff or don’t have one, it’s crucial to know whether you’ll need tech help to install and maintain the software.


How easy will it be to add features at a later date?

You may want to add more complex services, such as marketing integration or reporting and analytics, as you grow more experienced with a system. Check to discover if there are any additional expenses or difficulties related with adding features afterwards. An example of this would be a connection to your social media management system.

Is there a mobile app?

Because your workforce is likely to work from smartphones or tablets, the type and pricing of the CRM mobile app may be critical to your company’s success. With an easy mobile app, your employees can quickly and sometimes in real time follow up with customers, make phone calls while on the go, check their email and social media activities, and improve the overall employee experience.

Ask if the mobile app is designed for Android or iOS devices, depending on which your team likes.

What are the key functions of CRM software?

CRM software may help your marketing staff with a variety of tasks, including:

  • Contact management: Organize and store customer, client, and prospect information so you may reach out to them when it’s convenient for them.
  • Keep precise notes on each employee’s interactions and email campaigns with customers, clients, and prospects for anybody at your firm to use in the future.
  • Create task lists, reminders, calendars, notifications, and templates that will help you streamline your customer interactions.
  • Reporting and analytics: Create reports that track and analyze your company’s and workers’ performance and productivity using data from the CRM system.

What’s the difference between marketing automation and salesforce automation?

CRM vendors offer a lot of applications with their products, and jargon is commonly used to describe them. We’ve demystified much of this in our article, “The ABCs of CRM: A CRM Terminology Primer.”

What if my company doesn’t differentiate between sales and marketing?

Many companies now have call centers and marketing teams that communicate so frequently that they often operate as one entity, a practice known as “marketing.” In our article “How ‘Smarketing’ Paired With Software Can Help Align Sales and Marketing,” we explain how this affects software selection.

How do I get my team to adopt CRM software?

One of the most difficult aspects of buying CRM software is convincing your team to use it, especially sales teams who are typically attached to processes they don’t want to disrupt.

What are some drawbacks I should watch out for?

A CRM system isn’t a magic cure-all for businesses suffering from inefficient business processes or bad corporate culture. Some businesses believe that purchasing software will solve difficulties such as a disorganized sales staff, an unskilled marketing team, or poor data entry, yet CRM technologies may just scale up and exacerbate existing issues.

To ensure that CRM software works well for your business, make sure that the teams and individuals who will utilize it are prepared to handle the additional customer base that the program may bring on board.

What does a CRM system do?

Customer relationship management software helps your sales team in keeping track of communications, managing leads, and, in some cases, developing marketing strategies. To put it another way, a CRM enables you to develop and manage relationships with clients and other organizations.

CRM systems are used by businesses for a variety of reasons. However, the CRM business was first oriented exclusively toward sales and PR professionals, providing a handy way to store information and track customer communications. CRM solutions now include marketing, analytics, communication, and light project management, among other aspects of company customer relationship management. Some CRM systems even include a built-in chatbot and phone system, allowing your salespeople to engage with clients straight from the system.

What are some examples of CRM software?

Customer relationship management (CRM) software is any software that assists organizations in managing their relationships with present and potential customers. Salesforce, Zoho, and HubSpot are among the industry leaders in CRM software.

What makes a CRM system “open source”?

When software is classified as “open source,” it usually means that the source code is available for users to inspect and modify in some form. Open-source CRM software is frequently chosen by developers and programmers who want to customize their CRM software considerably.


What are the differences between ERP, CRM software and marketing automation?

Because ERP and CRM software have some overlap, it’s logical that there’s some misunderstanding about the differences between the two.

ERP software is designed to manage almost every area of a company’s operations, such as accounting, human resources, inventories, and analytics. As a result, CRM features are frequently integrated into ERP software. CRM software is designed to manage customer information, track client interactions, and store sales-related lead information. Businesses, on the other hand, employ marketing automation to streamline, automate, and measure marketing operations in order to increase revenue.

What other tools integrate with CRM software?

The most frequent CRM solution integrations are sales and marketing add-ons. Tools for reporting and tracking are also common. Direct interfaces are usually the fastest, whereas third-party integrations require middleware to allow data to flow between the CRM, the operating system, and other apps. Because the integration must be established, custom API integrations often take longer.

How do I get my team on board with CRM software?

It’s essential to explain the advantages of a CRM system to your workforce. Include your team in the search so you can come up with a solution that works for everyone. Ensure that your team receives the necessary training before and during installation to ensure that they are comfortable using the program. Encourage your staff to express their issues and ask questions so that the training representative can address them. You want your employees to feel confident in their ability to use the CRM system.

What is a CRM analyst?

A CRM analyst examines your client data in order to assist your company in making the best sales and customer service suggestions possible. These specialists assist you in determining the best ways to market to your clients by assisting you in understanding their wants and interests.

What are the disadvantages of CRM?

CRM software has some disadvantages, just like any other business strategy. To begin with, some systems may be out of reach for small business owners. Many CRM services are not only expensive upfront, but they often have hidden charges. On top of the CRM’s base charge, you may have to pay for system administrators, software developers, maintenance, and data backups. Before choosing whether or not you can afford a particular system, read the fine print and ask the CRM vendor about any hidden expenses.

If your CRM goes down or fails, it could have a detrimental impact on your business. You run the danger of losing all of your records, which might be financially damaging to your company and a disappointment to your consumers. In addition, depending on the CRM’s learning curve and your team’s experience, training your employees to efficiently use the CRM can be a long and arduous process.

What is the first step in the CRM process?

Research is the initial stage in the CRM process. Take the time to learn about your target market and how to approach them. You’ll want to learn about their hobbies, how they prefer to be contacted, their demographics, and the best ways to communicate with them.

Then separate your prospects into categories so you may market directly to them based on their preferences. Gathering and classifying your leads is a crucial first stage in the CRM process, as it allows you to better understand the marketing strategy you need to develop in order to convert them into customers.

How do CRM systems typically handle automation?

Within your CRM, you may automate workflows for marketing, sales, and customer service. CRM automation enables your program to repeat specific tasks so that employees don’t have to. This not only saves time and streamlines your team’s workflow, increasing overall productivity, but it’s also particularly useful for moving customers from the knowledge-gathering stage of the buyer’s journey to the stage where they can be molded into a customer.

Have more questions?