The best CRM platforms are scalable for growth. As your business thrives, you can gradually add features to continue streamlining your workflow. Every vendor will have their own system of upgrading. Some will let you add individual features, while others group features together and allow you to upgrade to higher value packages.
No matter which provider you decide on, itâs key to remember that user-friendliness is critical. If their most âbasicâ package is hard to work around, itâs guaranteed that their more expensive packages wonât be any easier to navigate. Search for providers who put an emphasis on usability and easily customizable interfaces.