Best CRM With Built in Sales Funnel Capabilities

5 min readJul 2, 2024

If you're in search of a customer relationship management tool that can help you retain existing customers and attract new ones, then you need to read this guide thoroughly.

The best CRM tool that I have ever used, which has saved me a lot of cost and time, is Systeme.io.

With this tool, I have been able to build strong relationships with my audience and also increase my sales levels.

However, before I decided to settle for it, there were several factors I considered aside from the fact that it's very affordable and even has a free plan.

Key Factors to Consider When Choosing a CRM

Below are some factors I considered before choosing Systeme.io as the customer relationship manager for my sales funnel, which you can also consider.

1. Cost and ROI

Considering the cost of the CRM is important, especially if you're a small or developing business needing to minimize expenses.

That's why I went for a tool like Systeme.io because aside from offering a free plan that serves adequate purposes, its paid plans are very economical for any small or medium-scale online business.

Also, the return on investment with it is worth it. It's important to choose a tool that will give you more than a 1000× return on every investment you make.

2. Business Needs and Goals

It's crucial to understand what you want to achieve with your CRM tool.

Are you trying to improve customer service, increase your sales, or streamline processes?

Everyone has their reasons for needing a CRM. It's important to consider this diligently, as it will make you glad you invested in a CRM tool.

For me, I wanted something that would increase my sales and improve customer service.

That's why Systeme.io came in handy because aside from being a complete sales funnel marketing tool, it's also a complete CRM solution.

3. Trial Period or Free Account

I like to choose tools that offer a free trial or even a free account to test their service.

This is especially important for new businesses that cannot afford to invest in any paid tool yet.

If you're a new business looking for a tool with a free account that can serve you for a long time, then Systeme.io is your best bet.

You can later upgrade to the paid version like I did once you start seeing results.

4. User-Friendliness of the CRM

Many people have complained about their inability to access features and understand how to use a tool.

Some CRM tools can be confusing to use if you're not tech-savvy.

Gone are the days when you needed to hire experts to operate tools like this for you.

That's why I boldly recommend Systeme.io because I have seen several newbie and non-tech individuals use it to scale their business from zero to over five hundred thousand dollars.

I'm talking about non-techy people here who possibly just started an online business a few months ago.

Several people who have been using it for years are already making millions of dollars by using this tool to close more sales and increase their profit levels.

You can easily hire a non-techy person as your team member to use this tool. It's never complicated.

5. Scalability to Grow Business

Any CRM tool you aim to use must be scalable and easy to grow your business.

You don't want a tool that will make it difficult for other people to become team members.

It should have the ability to give access to others to operate it for you, and upgrading your plan shouldn't be too difficult financially.

This feature is one that Systeme.io has, which is why I am boldly recommending it.

6. Integration Availability

You also need to check if the CRM can integrate with your existing software like your email marketing software or your enterprise resource management systems.

You want something that you can easily generate a shortcode and apply to your other tools, or easily integrate into your other marketing systems to make your sales funnel get more conversions.

The reason why my recommendation is the best is that it has all the email marketing and ERP in it.

So, you don't have to keep paying extra fees to other marketing tools when you can have all your sales funnel arsenal under a single dashboard.

7. Automation Features

It's important to look for automation features that will help you streamline your tasks.

Tasks like follow-ups, data entry, and marketing campaigns are all important factors that you should consider when looking for a CRM for your sales funnel.

However, fear not, because my recommendation beats all this and even possesses more features than these stated.

8. Mobile Accessibility

Your ability to access your CRM from mobile comfortably is another paramount factor.

Ensure that the CRM you want to use is also mobile-friendly or has an app that allows your team to access information on the go.

This helps with the smooth running of your business and allows your sales funnels to never dry up.

9. Reporting and Analytics

You also need a tool that will offer robust reporting and analytical capabilities to help you gain more insights from your data.

This way, you can see where your conversions are coming from and where you should remain consistent.

At the same time, it will inform you where you're lagging behind and where you should make improvements.

10. Data Security

Another important factor is data security. You want to ensure that the CRM provides strong data security measures.

This includes encryption, user permissions, and regular backups.

11. Customer Support

One of the major keys is customer support because it's normal to encounter challenges from time to time.

However, not all CRM tools come with good customer support, as some are just interested in your subscription.

Systeme.io is different, though, as they have dedicated customer support that replies within two hours.

12. Tool's Reputation and Reviews

It's always good to research the reputation and reviews of the tool you want to use for your sales funnel.

Before I started using Systeme.io, I made sure to research this tool, and most reviews were positive.

Anything that can even make a newbie turn into a professional funnel builder and sales funnel marketing expert within a few months is worth a trial.

Many newbies who have started using this tool started from nothing and are now making multiple six figures by selling and doing business through it.

Final Thought

Now that you have seen the requirements to choose a successful CRM tool for your sales funnel, you should be able to make the best decision regarding which one to go for.