My Goals.com CRM Review for Sales-Driven Businesses in 2024
My Verdict
- Tracking Sales pipeline
- Straightforward CRM
- Ease of Use
- Limited integrations
- Limited features
Pricing
Standard
Integrations
Recommended by our experts
What Does Goals.com CRM Do?
Goals.com CRM is a simple yet powerful solution for businesses that want to improve their sales performance. The customer relationship management software focuses on setting and tracking goals, managing incentives, and motivating the sales team.
One thing that sets Goals CRM apart from many of its competitors is the fact that it allows companies to set and track individual and team-wide goals. Your entire sales team can see your goals and how far you are achieving them. Team members even get daily reports showing their performance toward their goals.
Goals.com CRM also offers numerous ways to reward your sales team by providing incentives such as sales contests and performance bonuses directly from the CRM. The CRM also has features that businesses can use to show appreciation to their teams by tracking and reminding you of staff birthdays and work anniversaries.
Now that we know a bit more about this CRM let’s jump into the review.
Key Features of Goals CRM
The feature set of your chosen CRM software will determine how good the tool is for your needs. Most CRM software includes standard features such as sales pipelines, automated workflows, etc.
Let’s look at some of the standout features of this customer relationship management software.
Sales Goals
As the name of the software suggests, this CRM is goal-driven and helps sales teams manage and track their objectives. Companies can set custom business-wide and personal goals for each member of their sales teams.
From the goals dashboard, users can monitor how close they are to reaching their goals. They will also receive a daily email each day before starting work. This email includes valuable employee performance information relative to their goals to help everyone stay on track.
Performance Dashboard
The performance dashboard is another valuable feature of Goals.com CRM. This helpful dashboard displays crucial information such as current goals, performance, and actionable insights on reaching your goals.
Some of the performance indicators you can choose to have displayed include deals closed, deals pending, revenue earned this month, a commission earned this month, and more. You can also see these stats for each member of your team – fostering healthy competition.
Available Integrations
Currently, integrations with Goals.com CRM are pretty limited, but the team is actively working on adding more. Also, if you have specific integration requirements, you can let the customer support team know, and they’ll add them to their list of upcoming integrations. The integrations include:
- Quickbooks
- Google Calendar
- Microsoft Outlook
- WordPress
Pricing Plan
Let’s take a look at the pricing plans for Goals.com CRM.
Free Trial
When signing up for Goals.com CRM, you can enjoy a 14-day free trial to test the software. After the trial, you’ll need to subscribe to the Standard plan to continue enjoying all the features.
Standard Plan
The Standard plan is $39/user/month. They only offer monthly subscriptions and no annual payment options. The standard plan comes complete with all the features the tool has to offer and no limitations.
Custom Plan
You can reach out to the sales team for companies that require a more customized approach to the CRM solution. They’ll be able to provide you with a custom quote for the features that best meet the needs of your company.
Is Goals.com CRM Easy to Use?
Goals.com CRM is an easy software to use. Even beginners can get the hang of the tool reasonably quickly. The interface is intuitive, and the design is clean and fresh. The sales team will even help you set up the CRM at no additional charge – which is very helpful.
Onboarding was very quick and after the initial call it only took the team at Goals.com a few hours to have the CRM up and running for my personal needs. There are also numerous resources available to help navigate any issues. These include custom demos, dedicated support, FAQs, and a help center.
Last Thoughts
Goals.com CRM is a valuable platform for driving sales teams. With a strong focus on setting and meeting company goals, this software is ideal for sales-driven teams. Why not try this CRM and see if it meets the needs of your business?