5 Key Features to Look for in a CRM Solution for Small Businesses

5 Key Features to Look for in a CRM Solution for Small Businesses

Are you looking for the perfect CRM solution for your small business? With so many options to choose from, it can be difficult to decide which one is best for your company. The good news is that there are five key features that any effective CRM solution for small businesses should have. In this blog post, we’ll discuss these five features and how they can help your small business succeed. Keep reading to find out more about the five key features to look for in a CRM solution for small businesses.

1) Ease of Use

When it comes to choosing a CRM solution for your small business, ease of use should be at the top of your list of priorities. An effective CRM should be intuitive and easy to navigate so that everyone on your team can quickly learn how to use it. Look for features like drag-and-drop functionality and automated processes that make it simple to perform common tasks. A user-friendly interface is essential so that you can ensure that everyone in your business is able to take advantage of the system’s capabilities without having to spend time and resources on extensive training. Additionally, consider the mobile capabilities of a CRM as well, so that you can easily access your data on the go and make sure that you are always up to date with customer information.

2) Flexibility

When it comes to a CRM solution for small businesses, flexibility is key. The ability to customize and scale the solution is essential for any business, especially a small one. The solution should be able to easily integrate with existing systems and be able to adapt to the specific needs of the business. It should also be able to offer multiple levels of customization, so that the business can easily tailor the solution to its specific requirements.

The CRM solution should also be able to offer features that can be adapted to meet the needs of a growing business. This could include allowing businesses to add additional features or users as their needs evolve, without having to purchase an entirely new system. Being able to quickly adjust or modify settings and features as needed is also important.

A flexible CRM solution should also allow users to access their data in different ways and from different devices. For example, a mobile app could be offered that allows users to access their data from anywhere, while a web-based dashboard could be used for those who prefer working on a computer. This type of flexibility ensures that businesses have access to their data no matter where they are or what device they are using.

3) Scalability

When looking for a CRM solution for your small business, it’s important to find one that is scalable. As your business grows, you’ll want to be able to easily scale the number of users and features of your system to accommodate growth. A good CRM should offer flexibility to adjust to the changing needs of your business, allowing for new users, additional features, or larger data sets. Look for a CRM solution that can easily expand as your business does and can handle the increased demands of larger data sets.

4) Integration

Integrating your customer relationship management (CRM) solution with other business software and services is essential for many small businesses. Having the ability to move data quickly between different platforms without manual entry can save time and improve accuracy. Look for a CRM solution that offers open APIs, making it easier to connect your existing software with the CRM. Many CRMs offer ready-made integrations with popular third-party applications like MailChimp and QuickBooks, but make sure the integration is seamless and customizable. If the CRM solution does not provide enough integrations for your needs, see if there is a marketplace for custom integrations or developers who can help you create one. Also, look for integrations that allow you to link customer data from other sources like website visits, emails, and social media interactions. This will give you a comprehensive view of each customer and how they interact with your business.

5)Data Security

Your CRM solution will hold sensitive customer data, so it’s essential to choose a solution that is secure. Look for a CRM solution that uses encryption and other security measures to protect your data from cyber threats.


Actovision provides CRM support with innovative, reliable, and cost-effective customer relationship management (CRM) solutions to help businesses establish meaningful relationships with their customers. Their suite of support and services makes it easier for businesses to engage with customers, understand their needs and expectations, and provide personalized experiences. The cloud-based platform simplifies integration and eliminates the need for custom software or hardware. Additionally, Actovision’s knowledgeable support staff offer guidance and troubleshooting to help businesses maximize the benefits of their CRM solutions. Any business that selects Actovision CRM Support can expect a robust and secure system that will assist them in taking their customer relations to the next level.

What features does Konnektive CRM offer, and how can they benefit my business?

What features does Konnektive CRM offer, and how can they benefit my business?

Are you looking to take your business to the next level? Konnektive CRM offers a variety of features that can help you reach your goals. With Konnektive CRM, you can optimize and automate your sales and marketing processes, streamline customer service, and gain valuable insights into customer behavior. In this blog post, we will discuss the features of Konnektive CRM and how they can benefit your business. Keep reading to learn more about this powerful tool!

Overview of Konnektive CRM

Konnektive CRM is a customer relationship management (CRM) platform designed to help businesses grow and increase revenue. It offers a wide range of features that help companies streamline operations, automate processes, and improve customer experiences. With Konnektive CRM, you can manage contacts, create automated campaigns, measure performance, monitor customer engagement, and more.

At its core, Konnektive CRM provides tools that allow businesses to better understand their customers. It’s designed to help companies capture customer data and gain insights into their needs and preferences. This makes it easier to segment customers and target them with personalized marketing messages and offers. 

Konnektive CRM also helps businesses optimize their customer journey and drive conversions. Its tools make it easier to track customer interactions and measure success, as well as personalize messages across multiple channels. Additionally, Konnektive CRM allows businesses to use advanced analytics to gain further insights into customer behavior.

In short, Konnektive CRM is a powerful platform for managing customer relationships and optimizing the customer journey. It can help businesses boost sales and increase revenue by providing better insights into customer behavior.

The Benefits of Konnektive CRM

Konnektive CRM provides businesses with a wide range of features to help them grow and manage their operations. With Konnektive CRM, you get access to an intuitive user interface that allows you to easily view, monitor, and manage all aspects of your customer relationship management system. 

The platform also comes with powerful marketing automation tools. This makes it easier for businesses to reach out to potential customers, segment their audiences based on interests, and run campaigns more efficiently. Additionally, Konnektive CRM allows users to create custom landing pages, create and track emails, and manage payment processing. 

Konnektive CRM also offers advanced reporting capabilities. This helps businesses gain a better understanding of their customer’s behaviors, purchase history, and overall satisfaction with the product or service. It also allows businesses to identify areas where they can improve their customer service and experience. 

With Konnektive CRM, businesses can optimize their customer relationships by having easy access to customer data and insights. They can also create targeted campaigns, send personalized messages to customers, and streamline communications. All these features make it easier for businesses to build better relationships with their customers, increase sales, and generate more leads.

How to Get Started with Konnektive CRM

Getting started with Konnektive CRM is easy and straightforward. After signing up for an account, the first step is to establish your business and set up your account. This involves configuring your settings and preferences, uploading existing customer data, and setting up payment processing. 

Once you have configured your account, the next step is to begin using the platform. Konnektive CRM offers a variety of tools and features to help you manage your business more effectively. These include contact management, order tracking, email marketing, analytics, and reporting. 

Konnektive CRM also offers a range of integrations with other popular services such as Salesforce, Shopify, and Mailchimp, enabling you to take advantage of the latest technology to streamline your operations. 

If you need additional support, Konnektive CRM offers comprehensive customer service and training resources to get you up and running quickly. Whether you’re a beginner or an experienced user, their team can provide the guidance and expertise you need to make the most out of your CRM experience. 

Overall, Konnektive CRM offers powerful features that can help you grow your business quickly and easily. With the right setup and resources, you can be well on your way to improved efficiency and increased sales in no time.


Actovision IT Solutions offers a robust Customer Relationship Management (CRM) solution, powered by Konnektive CRM, that can help your business manage all customer interactions, orders, and data in one convenient location. With Konnektive, you can streamline your business operations and create personalized email campaigns, monitor customer behavior, and stay organized with accurate customer information and order history.

Konnektive’s extensive customer tracking and insights provide valuable information on customer preferences, enabling you to create targeted campaigns that drive conversions. Integration capabilities such as web forms, product data management, and marketing automation also allow you to increase sales and improve customer satisfaction.

By partnering with Actovision and using Konnektive CRM, your business can take its customer service to the next level and exceed customer expectations. If you’re interested in seeing a demo, contact Actovision for a free consultation.

How to Create a Landing Page that Converts

How to Create a Landing Page that Converts

Creating landing pages is certainly our speciality at Actovision. Over the years we have helped a host of clients achieve their business goals by creating landing pages with CRM API integration that helped to convert clients.

The function of a really good landing page is to help warm leads understand the importance of converting and becoming customers or clients. A well-designed landing page can help tilt customers into the sales funnel and attract them into making a buying decision.

Hence, let’s look at some of the details of how to create a landing page that converts.

Step 1: The Landing Page Should Have Only One Goal

Firstly, every landing page that has CRM API integration associated with it should have one and only one goal. The goal is to help the person landing on the page to take a decision about buying a product or availing of some service. Hence, the call-to-action button should ideally encompass only one function and one goal. A landing page with too many goals frightens off people.

Step 2: Decluttered Landing Pages

The next step is to create landing pages that are decluttered. Design landing pages that are free from too many elements is the key to getting users’ attention and helping them to convert. A simple design, with one call-to-action is sufficient for the people to understand what your landing page is all about.

Step 3: Add Testimonials

To add weight to your landing page, you will need to include a couple of testimonials from real people. This could mean putting in proof like social media accounts so that people believe that the product or service has worked well for someone else, and can work well for them.

Step 4: Choose the Right Colours

Moreover, whenever you create a landing page, design is a very important aspect. One of the important aspects is the colour combination. The colours should contrast each other and be soothing to the eye. Often in the aim to attract the eye, landing page designers should be careful of the colour palette that they use.

Step 5: CRM API Integration

There is no point in creating a landing page unless one can get a lot of information from it about one’s customers. To get client information, one should use a CRM and integrate it with the landing page. This way one can refine the creation of landing pages in future.


So, we can see that CRM API integration is an important aspect of the landing page creation. In these 5 steps you can create some of the best landing pages that really convert. In case you are looking for someone to help you create high converting landing pages, you can get in touch with Actovision. We will help you to create and manage some of the best sales pages for your requirements.

CRM API Integration: Why Is It Important?

CRM API Integration: Why Is It Important?

CRMs are useful tools for customer management, but they are more beneficial when integrated with third-party software and other resources. There are 2 ways in which a CRM can be integrated with third-party software.

It can be integrated using custom code. This is a tedious process for developers who have to write new code every time.

It can be integrated using APIs or Application Programming Interfaces, which are software that acts as a transition between two other software.

Typically, it is considered fruitful to opt for the API integration method. In this blog, we will look at why CRM API integration is important.

Examples of CRM API integration

Below are some examples of where CRM can be integrated with third-party software through an API.

  • Phone Management System

A CRM can be integrated with a phone management system so that all calls with customers can be recorded and analysed for future use.

  • Chatbot System

It can also be integrated with a chatbot system, to gain more customer information. From sales forecasting software to calendars, there is nothing that a CRM cannot be integrated with.

  • Email System

Integrating e-mails with CRM makes it easier for sales persons to communicate with each other and their clients.

The Importance of CRM API integration

API integration provides many advantages to CRM users. Here are some of the benefits.

  • Common Platform for all Employees

As tired as you get of hearing about the “single source of truth”, it is necessary that all employees of an organisation have one common reference about their customers. This helps to smoothen out the workflow and eases conflict among employees.

  • Higher Efficiency

Getting third-party software integrated with the CRM helps to create more efficiency. For instance, if email or calling or WhatsApp are integrated with the CRM, it makes the workflow very smooth and efficient.

  • Automation of Information Flow

With a CRM-API integration, the information can flow automatically from one software to another without so much as a hitch. The data does not need to be manually entered, which prevents a lot of errors.


Actovision is involved heavily in the CRM API integration. Hence, if you are looking to set up your CRM (Konnektive, sticky.io, ClickBank etc.) you can approach us at Actovision. We will also, integrate third-party software with the CRM through the use of APIs.

Apart from CRM API integration, we also perform functions like landing page design, funnel setup, upsell management and gateway integration to name a few. So, what are you waiting for? If you are looking for a CRM solution provider, Actovision should be your first choice!