Best Social CRM 2023: It’s Time to Up Your Social Game






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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Social media is a vital aspect of any business, so you’ve got to have a flexible customer relationship management (CRM) platform to scale up.  There are a lot of options out there, and picking the wrong one can cost you some serious cash trying to recover.  I’m AJ—here to help. I’ve spent the last decade building my business to a successful multiple seven-figure exit .  With Small Business Bonfire (SBB), I aim to help you achieve financial freedom with no risk, all reward.  So, let’s look at how you can take your social media game to the next level while growing your business like a pro! Stick around for some helpful tips for setting your sights on the right social CRM software.   After years of SBB testing, here is our list of the best (Article Title) CRMs: Best Social CRM for AI Content: Capsule Best Social CRM For All-In-One: HubSpot Best Social CRM For Campaign Automation: Creatio Best Social CRM For Social Integrations: Monday.com Best Social CRM For Social Media Campaigns: Freshmarketer Best Social CRM For Scaling: Engagebay









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.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} How Did We Test The Best Social CRM Software?







Hands-On Experience




Ease of Use




Feature Assessment




Third-Party Reviews




Scalability




Customer Support












How We Objectively Test Each Platform:







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Expert Review







Features







Pricing







Customer Service







Integrations







Ease of Use







Mobile










AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.









We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.









Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses. 









We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).









When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.









When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.









The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.






















How We Test CRMs





















Capsule CRM: Best For AI Content











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Bonfire Rating: 4.6/5 Capsule is perfect for SMBs that want a no-frills CRM designed to help your teams succeed!












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Capsule


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21



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AI Content Assistant





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Get Capsule


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Why We Picked Capsule CRM 




Capsule CRM is a streamlined CRM that offers plenty of features to help scale your social efforts. Here are a few reasons why we chose it: Great mobile app  Powerful AI Content Assistant Easy-to-use contact management  Customizable dashboards & reports Affordable pricing plans Capsule CRM offers you a user-friendly experience packed with powerful features . Stay connected and organized effortlessly, even when you’re on the go!







​Capsule CRM Features





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AI Content Assistant


An AI assistant can take your social media game to the next level by automating your content (while you scale to new heights).  Capsule CRM’s AI Content Assistant is designed to help you save time and effort while creating high-performing content (in seconds).  We tested this feature out (over six months) by creating all kinds of personalized social media posts using Capsule’s AI Content Assistant.  For example, we created a LinkedIn post with just a few clicks.  Capsule simplifies the task of creating social media posts by automating it.  It offers suggested content tailored to your industry/niche, making it easier for you to connect with your audience . Capsule essentially eliminates writer’s block and lets your team focus on the overall message (rather than the arduous writing process).  The bottom line: If you’re stuck in a rut with your social media posts, Capsule’s AI Content Assistant can help you break through (and boost your engagement like a boss).







Contact Management


Contact management might not be the first thing you think of regarding social CRM software.  However, if you’re serious about scaling your social efforts, it’s important to have a centralized location for managing all of your contacts and interactions.  Capsule CRM offers just that with its easy-to-use contact management feature.  You can easily add , organize , and track all your contacts’ information (including social media profiles) in one place.  Check out a contact card we created, where we could easily add our B2B client’s social handle. In fact, Capsule CRM makes it easy to add the following social media platforms to each card: X (Twitter)  LinkedIn Facebook YouTube Instagram With Capsule, you can stay connected and up-to-date with your clients’ social media activities, making it easier to tailor your communication and marketing efforts accordingly.







Social Media Integration


Integrating your favorite platforms with your CRM software is a game-changer.  Luckily, Capsule provides the ability to link your CRM platform with your social media accounts. We got started by connecting our X (Twitter) account. Here’s a quick look at the integration process (which took less than 5 minutes). Once we were connected, we were able to accomplish the following with Capsule CRM: Schedule social media posts View social media analytics and metrics Monitor brand mentions and interactions This integration helped us streamline our social media management process, making it easier to stay on top of our online presence and engage with our audience . Our only complaint was that Capsule doesn’t offer as many social media integrations as some other CRM software.  However, it still covers the major platforms and provides enough functionality to make a positive impact on your social media efforts.








Capsule CRM Pricing



Capsule CRM offers four pricing plans. They are the following: Starter – $21/Month Growth – $38/Month Advanced – $60/Month Ultimate – $75/Month






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#uc_ue_table_elementor_8bbe9cb .ue-table-icon {
position: relative;
display: flex;
justify-content: center;
align-items: center;
cursor: pointer;
padding: 5px;
}


.ue-table__templates-container {
display: none;
}

#uc_ue_table_elementor_8bbe9cb .tabulator-cell {
white-space: normal;
}

#uc_ue_table_elementor_8bbe9cb .tabulator-responsive-collapse {
white-space: normal;
}

#uc_ue_table_elementor_8bbe9cb .tabulator .tabulator-header .tabulator-col {
color: #000000;
background-color: #FFFFFF;
}

#uc_ue_table_elementor_8bbe9cb .tabulator .tabulator-header .tabulator-col:hover {
background-color: ;
}


#uc_ue_table_elementor_8bbe9cb .tabulator .tabulator-header .tabulator-col,
#uc_ue_table_elementor_8bbe9cb .tabulator .tabulator-header .tabulator-cell,
#uc_ue_table_elementor_8bbe9cb .tabulator .tabulator-row .tabulator-col,
#uc_ue_table_elementor_8bbe9cb .tabulator .tabulator-row .tabulator-cell {
border-left-style: solid;
border-left: none;
}
#uc_ue_table_elementor_8bbe9cb .tabulator-col-resize-handle {
border-width: 1px;
border-left-color: #555555;
border-left-style: solid;
}

@media screen and (max-width: 1024px) {
#uc_ue_table_elementor_8bbe9cb .tabulator-col-resize-handle {
border-width: ;
}
}
@media screen and (max-width: 767px) {
#uc_ue_table_elementor_8bbe9cb .tabulator-col-resize-handle {
border-width: ;
}
}

#uc_ue_table_elementor_8bbe9cb .tabulator-headers .tabulator-col:last-of-type,
#uc_ue_table_elementor_8bbe9cb .tabulator-row .tabulator-cell:last-of-type{
border-right: none !important;
}

#uc_ue_table_elementor_8bbe9cb .tabulator-col-resize-handle:last-of-type {
display: none;
}


.tabulator-col,
.tabulator-row,
.tabulator-cell,
.ue-table-column__button {
transition: all .2s ease-in-out;
}

.ue-table-column__button {
display: inline-block;
}

/*
.tabulator-headers>.tabulator-col:not([class*='elementor-repeater-item']),
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column']) {
width: 100px !important;
}
*/

.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column'])





































































































































































































































































































Capsule CRM Pros and Cons











Easy-to-use contact management feature




AI Content Assistant for automating content creation




Affordable pricing plans 














Limited social media integrations




Lacks advanced marketing to help with social campaigns













Capsule Review





















HubSpot CRM: Best for All-In-One​










/* widget: Image Card */

.uc_classic_content *{
box-sizing: border-box;
}

#uc_image_card_content_box_elementor_2f1bc11
{
font-size:14px;
overflow:hidden;
color:#8a8a8a;
text-align:center;
position:relative;
width:100%;
box-shadow:rgba(0,0,0,0.10) 0px 5px 20px;
}

.uc_classic_content .uc_classic_content_content h2
{
font-size:21px;
color:black;
}

.uc_classic_content .uc_classic_content_content p
{
line-height:1.5em;
}

.uc_classic_content .uc_classic_content_border
{
display:block;
margin: 0 auto;
}

.uc_classic_content .uc_classic_content_placeholder img
{
width:100%;
object-fit:cover;
}

#uc_image_card_content_box_elementor_2f1bc11 .uc_classic_content_content
{
display: flex;
flex-flow: column nowrap;
}
#uc_image_card_content_box_elementor_2f1bc11 .btn_wrap
{
margin-top:auto;
}
#uc_image_card_content_box_elementor_2f1bc11 .uc_classic_content_content .uc_more_btn {
display:inline-block;
text-decoration:none;
transition: all 0.3s ease;
border-style:solid;
text-align:center;


}














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