The Best CRM for
IT Companies

You understand the power of technology more than most people. So maybe it’s time to invest in a Customer Relationship Management (CRM) system. Whether you’re selling SaaS or providing IT services, a good CRM system can streamline your operations, support your growth plans, and ultimately increase your revenue.

At Shift ONE, we offer to set up the best CRM for IT companies: ScaleONE.

What is a CRM?

CRM is a vital technology for tech businesses, designed to manage and optimise interactions with current and potential clients. For tech companies, a CRM system is a centralised hub for all customer data, enabling seamless communication, efficient sales pipeline management, and greater customer support.

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What is the best CRM for IT companies?

ScaleONE, GoHighLevel, Salesforce, Zoho, Workbooks, and Microsoft Dynamics 365 are five of the best CRM software tools for IT companies. Here’s why:

ScaleONE CRM

ScaleONE is the easiest to use CRM that we have found. It is powerful, cost-effective and perfect for IT companies. Whether you are a small, mediaum or large IT concern, ScaleONE is perfect for your business needs. From tracking to automations to workflows, ScaleONE can do it all, and you don't pay per user or per contact... , With GoHighLevel, you can automate workflows, nurture leads, and convert prospects at scale, all while saving time and reducing the need for multiple software subscriptions.

Zoho

Zoho CRM is a great choice for tech startups and growing IT companies due to its affordability and comprehensive features. Its user-friendly interface and powerful automation tools make it easy to streamline sales processes and... effectively engage with customers. Zoho's AI assistant, Zia, offers predictive sales analytics, workflow automation, and task management, helping you stay on top of your game. The platform also supports multichannel communication, allowing you to interact with customers via email, social media, live chat, and more.

GoHighLevel

GoHighLevel CRM is a powerful, all-in-one platform designed to streamline and elevate your marketing and sales efforts. Tailored for agencies, marketers, and small businesses, it combines key functionalities-CRM, email marketing, SMS campaigns, funnels, appointment scheduling, and client management-into one intuitive system... , With GoHighLevel, you can automate workflows, nurture leads, and convert prospects at scale, all while saving time and reducing the need for multiple software subscriptions.ShiftONE is an accredited GHL CRM partner.

Salesforce

Salesforce is a powerhouse in the CRM world. It offers a high degree of customisability and scalability, making it ideal for tech businesses of all sizes. Salesforce provides a comprehensive set of tools for sales, service, marketin... , and analytics, all of which can be tailored to meet your specific needs. One of Salesforce's standout features is its AppExchange, which gives you access to thousands of third-party applications, making it easy to integrate with your existing systems. Artificial intelligence (AI) capabilities, like Einstein AI, also offer advanced analytics and predictive insights to help you make smarter decisions. Additionally, the Lightning Platform allows you to create custom apps and workflows, providing flexibility and efficiency.

Microsoft Dynamics 365

Microsoft Dynamics 365 combines CRM and ERP capabilities, making it a powerful tool for large tech enterprises with complex needs. Its seamless integration with other Microsoft products like Office 365 and Azure... enhances productivity and collaboration. Dynamics 365 leverages AI and machine learning to provide insights and automation that improve customer engagement and sales efficiency. The platform offers extensive customisation options, allowing you to shape the CRM to your requirements. By integrating sales, marketing, and customer service on a single platform, Microsoft Dynamics 365 provides a unified and comprehensive solution that supports the diverse needs of large IT companies.

Get all the incredible benefits of ScaleONE at a cheaper price when you work with us.

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Power up your business with ScaleONE

Digital marketing revolves around measurement and reporting.

It’s about tracking the ROI and ROMI of your marketing efforts. Achieving this is only possible with a CRM platform like ScaleONE.

We built ScaleONE because it’s both powerful and cost-effective. It offers all the features of high-end CRMs, but at a fraction of the cost.

All in one. GHL can do everything you need from emails to funnels to memberships to learning.

Automation. GHL has robust automation workflow capabilities built into the easy-to-use platform.

Customise. The platform is highly customisable; everything you need it to do, it can do and more.

Let's set up your ScaleONE CRM

The benefits of a CRM for IT companies

Improved Sales Processes

A CRM can streamline and automate your sales processes, helping you close deals faster and more efficiently. Visualise your sales pipeline and track every deal's progress, allowing your sales team to focus on the right opportunities at the right time... . Automation takes care of repetitive tasks like follow-up emails and lead scoring, freeing up your sales team to focus on selling. Consider a sales rep juggling multiple deals. With a CRM, they can see which deals are at risk, which need a follow-up, and which are close to closing. This organised approach leads to more efficient sales cycles and higher conversion rates.

Data-Driven Decision Making

A CRM provides valuable insights into your business performance, so you can make informed decisions. Generate detailed reports on sales performance, customer behaviour, and marketing campaigns to understand what’s working and what’s not... . Advanced CRMs offer AI-driven analytics that can predict customer behaviour and sales trends - the result is that you can plan more effectively.

Greater Efficiency & Productivity

A CRM can significantly boost your team’s productivity by automating routine tasks and providing tools that streamline their work. CRMs automate tasks such as data entry, follow-ups, and scheduling, reducing manual work for your team and the risk of errors... . They often include collaboration features, too, like shared calendars, project management tools, and communication platforms to foster better teamwork. Think about the time your team spends manually entering data or sending follow-up emails. A CRM can automate these tasks! This gives your team more time to focus on strategic activities that drive growth.

Smarter Marketing Efforts

A CRM helps you better understand your customers and create more effective marketing strategies. Segment your customers based on various criteria, such as behaviour, purchase history, and demographics, allowing for more... targeted and personalised marketing. Track and manage marketing campaigns within the CRM, measuring their success and ROI. If you’re launching a new feature in your SaaS product, use your CRM to identify customers who would benefit most from it. Send targeted emails highlighting the new feature’s benefits, increasing engagement and adoption rates.

Higher Customer Retention

Keeping existing customers happy is often more cost-effective than acquiring new ones. A CRM helps you stay connected with your customers and provide ongoing value. Use your CRM to track customer usage and identify potential issues before they... become problems. Reach out proactively to offer support. Implement and track loyalty programs to reward your best customers, fostering long-term relationships. If your CRM shows that a long-time customer hasn’t logged in recently, a quick check-in email or call to see if they need any help can prevent churn and show that you value their business.

Scalability for Growing Businesses

As your IT company grows, your CRM can scale with you, providing consistent support and capabilities. Add new users, features, and integrations as your needs evolve without disrupting your operations. Choose a CRM that can adapt to new technologies... and business models, ensuring long-term viability. Your startup is growing, and you’re hiring more sales reps. With a scalable CRM, you can easily onboard new team members, providing them with the tools and information they need to succeed from day one.

How to choose the best CRM for your IT company

Selecting the right CRM for your IT company is a decision that can impact your operations and growth. Ask yourself the following questions as you assess various CRMs.

Can the CRM integrate with your billing platforms like Stripe or Recurly?

Will the CRM scale as your company grows?

Can you customise workflows, fields, and reports to match your business processes?

Does the CRM comply with regulations such as GDPR or CCPA?

What are the security features like data encryption, user access controls, and audit logs?

Is the CRM user-friendly and intuitive for your team? Are there training and support options available to ensure smooth adoption? Does it offer mobile applications for remote teams?

Does the CRM provide robust analytics and reporting capabilities?

Can you track metrics like churn rate, customer lifetime value, and monthly recurring revenue?

Can the CRM integrate with your helpdesk or ticketing system? Does it offer features for tracking service requests and managing service level agreements (SLAs)?

What is the pricing model, including subscription fees and additional costs?

How does the cost compare to the potential return on investment (ROI), particularly in reducing churn and increasing customer retention?

Set up your CRM with us

Have questions about the best CRM for IT companies?

Let us know what’s on your mind! If your question isn’t answered here, get in touch with us today.

Which CRM software is the best?

The best CRM for IT companies depends on your specific business needs. However, GoHighLevel stands out due to its robust, all-in-one platform. It integrates CRM, sales funnels, marketing automation, and analytics into a single system, streamlining workflows and reducing the need for multiple tools.

Which is the no. 1 CRM?

What is the best CRM for SaaS?

See ScaleONE in action

B2B client testimonials

Happy clients = happy us

"I've worked with Dylan since she started Shift ONE digital and I must say that I can't imagine working with anyone else. She treats my business as if it were her own. She's knowledgeable, passionate, creative and innovative. I can highly recommend Shift ONE for all your above and below-the-line marketing requirements."
Karin Chisholm, CEO, Career Planet
"Working with the staff at Shift ONE has been seamless. Their innovative ideas, attention to detail, and quick turnaround time have helped elevate our business to the next level. Their detailed report-back sessions make it easy to stay informed and on top of everything."
Lecico
"Just a quick to note to say thank you to you and team for building such fantastic momentum over the past two weeks. Great engagements, powerful brainstorming sessions and very thought-provoking and crucial conversations! So glad you’re here!"
MOYO
"We deeply appreciate how you roll with us and our madness and all-over-ness. It is deeply appreciated. You really understand the rhythm of our business incredibly well."
Aephoria
"High praises for TDT and EAP home page and video. No changes to the layout structure or video!"
THT
"Super happy with the wireframe for ISS! You have a good reputation and you are experts in your fields, so I'm confident in leaving the heavy lifting to you. I can't wait to see everything come together."
ISS
"Thank you for the professional video shoot organised at our CT offices."
Mobius
"The Mining Indaba was a great event, great contacts and flyers were top notch."
Kuchera
"For the new look and feel of our website, we love it!"
CEO of Sirdar
"The social media looks great, love the theme! Its amazing how you guys can make it so distinguishable from other posts but still so similar to everything you've done before!"
IPT
"I actually love the article! The tone was spot on!"
Nadia
"It was a pleasure working with you and Michelle was a superstar!"
Dell
"I've received the updated Facebook cover image. It looks fantastic! I really appreciate the work you've put into it."
Ashleigh De Wet, Seeff
"Thank you for the stunning article!"
Merchant Factors
"Thank you so much for the outstanding website! We appreciate the effort."
Egen Holdings
"S1 is a wizard at writing I am so happy a big thank you! They are all perfect and approved!"
CEO, FMCG
"Can I just say - Beautifully written content and love their creativity."
Anonymous, Marketing Manager, Retail
"Hey Michael, Dylan, Aaliyah
The team and I want to say a massive thank you to you all for all your support in creating an amazing deck, videos and content (inc. website), that we were able to present in yesterday's meeting!
The presentation went well and we certainly got everyone's attention with 100 signs in less than 30 minutes!
I know the last few days have not been easy, with some tight deadlines, a few late nights and some last minute changes, but it has been a pleasure working with you on this! Thank you!"
Marketing Manager, Financial Services
"A BIG THANK YOU to the ShiftOne team in ensuring our event was a HUGE success – especially Mike and Anet for the extra hours and weekend work in getting the last minute requests done. We really appreciate your support!"
Marketing Director, Equipment
"It's been an absolute pleasure working with you and I know you and the team have always gone above and beyond for Rallim."
Paul Roberts, Marketing Head, Rallim Preparatory
"Shift ONE enables us to increase our impact and improve our performance without increasing our headcount. We really lean on Shift ONE as an extension of our team. Not only do they consistently deliver in terms of digital tactics and implementation, but their close and seamless engagement with our internal team enables us to increase our impact without increasing our headcount."
Ted Frazer, National Marketing Manager, Seeff
“The Shift ONE team has been instrumental in providing us with forward-thinking, growth-impacting marketing support. Their expertise has helped us grow our brand and overall business as well as to penetrate new markets and vertical cost effectively.”
Lynn Martin, Director, Mobius Consulting
"We can count on them to deliver results. I didn't believe in marketing until I started working with Shift ONE. They have been key in helping us generate B2B leads in the SaaS space via an integrated digital marketing strategy. We have so much work now we've had to cut back on the marketing! We can count on them to bring new ideas to the table consistently and that's why we love working with them."
Anthony Damian, Managing Director, Solverminds Group of Companies
"Thanks so much ShiftOne team – it’s been an absolute pleasure working with you during 2021 and I look forward to us pushing more boundaries and thinking outside the box in 2022."
Patrick Ryan, Group Strategist, Mobius Group
"First of all I'd like to thank you for giving me an opportunity to be part of the crocs family this year through my content. I have really enjoyed the level of professionalism with which we have been communicating and getting things done.It has been a pleasure working with you this year.I am looking forward to successfully completing the remaining phase of this project and a stronger relationship with you in 2022"
Influencer, Crocs
"Thank you for an amazing year and putting up with all my ways.
I salute you definitely Nelson , thank you for always going extra miles and always being available .
You guys are awesome, here is to many more great memories and an amazing 2022!!
Thank you guys!"
Jolene, Epson Motors
"Hi
This was a record month for Hertex. The company achieved its highest turnover in 34 years.
There are many highlights like online breaking highest online turnover month ever. We even beat our lockdown record! And the DC achieved their highest number of orders invoiced in one day, as well as highest Rand value invoiced in one day.
I know that images, words, design, strategy – not to mention “kophou, moedhou-en-vasbyt” to get everything up and out on time played a real role. So WELL DONE and THANK YOU to each of you. We make a brilliant team.
Onwards & upwards"
Liezl De Swadt, Marketing Manager Hertex Retail
"Hi Mike and Anet, thank you for the past day and a bit – everything was well organized and managed and you are really professional and good at what you do! I know it is not easy pulling something like this off, but you’ve done a great job.
Hi Dylan, you can be proud of Mike an Anet, they’ve done Shift One and we are proud the past day and it is an honor to work with them!
Pls send my thanks to Alan and his team as well – they really know what they do, are very efficient and I can’t wait to see the end result."
Marketing Director, Equipment
"Dear Dylan,
I just wanted to say a BIG thank you for your kind assistance in creating my new website. It was such a pleasure to work with Joshua and TK, and I'm especially grateful for their creativity, diligence and patience throughout the process."
Henry Gwani, Africa Capacity
"Hi Dylan,
I just thought I'd let you know that the Infographic designed by Michael has been requested to be used by our teams in the US! They have asked permission if they can share it with their creative teams! so well done to your team!
Just thought I’d share this note with you!"
Marketing Manager, Equipment
"Dear Dylan and Jacky,
Thank you so much for working with us to complete our lovely website! We're so happy with it, and I'm excited for my final training session coming up with Jacky.
We have been grateful to discover that many of our new clients come to us via referrals from partners we work with, like you!
Thank you for your incredible support which has helped us to make the work we do properly visible to the world; to enable us to continue to grow our business."
Sheree, Brain e box
"Hi D
I wanted to let you know what a FANTASTIC team you have. While you've been away, today, mid morning I received a brief from a client to produce a father's day campaign to go live today.
Well, Michael, Dylan and Zunika and I have rallied and look at the beautiful job the team has done.
It's such a pleasure to have worked with everyone and I wanted to say a HUGE thank you."
Managing Director Retail
"You are a star! Thank you.
WE ARE GETTING SUCH AMAZING FEEDBACK ABOUT THE SITE. Great team work… well done"
Britt-lee Kohn, Marketing & Events Specialist The Convergency
Just wanted to extend a thank you for the effort and initiative for setting up the training you did on Thursday. It was executed professionally and with excellence - which I appreciated.
Ben Schoeman, Founder & CEO Business Game Changers Pty Ltd

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The Best CRM for
IT Companies

What is a CRM?