Best CRM for X/Twitter

Today, social media continues to play a vital role in how businesses engage with their customers and build brand loyalty, with platforms like Twitter (now known as X) being central to these efforts. To effectively manage interactions, track mentions, and nurture leads from Twitter/X and other social selling platforms, businesses need a CRM system tailored to handle the unique demands of social media.
In this blog post, we'll explore the best CRMs in the market that will complement your social media efforts.

Why you need a CRM

Having a CRM is crucial for effectively managing your social media efforts, especially on social media platforms like X. Instagram, LinkedIn and more.

Challenges without a CRM

Without a suitable CRM, it's hard to leverage the contacts you can make in social media for business growth. You're also more likely to face other challenges, such as the following.

• Disorganization: Manually tracking interactions can lead to misplaced information and missed connections.
• Missed opportunities: Without a CRM, it's easy to overlook potential leads and follow-ups.
• Inefficient processes: Time-consuming manual tasks can slow down your workflow and reduce productivity.
• Lack of insight: Inadequate data analytics make it hard to understand customer behavior and preferences.
• Inconsistent communication: Without a unified system, maintaining consistent messaging can be challenging.

Benefits of a CRM

With a suitable CRM, you can expect the following kind of benefits.

• Centralized information: All customer interactions and data are stored in one place, making it easy to access and manage.
• Enhanced efficiency: Automate repetitive tasks and streamline your workflow for better productivity.
• Improved customer relationships: Track interactions and personalize communications to build stronger connections.
• Better decision-making: Use data analytics to gain insights and make informed decisions.
• Increased sales: Identify and nurture leads more effectively to boost conversions.
• Consistent communication: Ensure uniform messaging across all channels to maintain brand integrity.
  

Key features of a CRM for social media

With a lot of CRMs to comb through for your shortlist, we've identified some key features you should look for to help you.

• Automated processes: Streamlines tasks by automating repetitive workflows.
• Contact enrichment: Automatically finds Leads, Customers email addresses and contact information, enhancing efficiency.
• Structured pipeline: Tracks Leads, Customers through defined stages, ensuring process clarity and effectiveness.
• Email sequences: Increases communication efficiency with follow-up templates and automated sequences.
• Strong LinkedIn connection: Seamlessly imports Leads, Customers from LinkedIn and tracks conversations within the CRM.
• Analytics: Good CRMs should provide essential data analysis and predictive insights for better planning.
  

How you can boost your social media efficiency with a CRM

There are a few ways you can streamline your social media efforts with a CRM.

1. Map your process

Define and track the stages of your social media engagement process by creating a clear roadmap. Identify key milestones like initial contact, engagement, conversion, and follow-up. Use CRM tools to automate these stages, ensuring you never miss an opportunity to connect with your audience on X/Twitter, or other platforms like LinkedIn, Instagram and Facebook.

2. Lead qualification

Assess and qualify leads by leveraging CRM analytics. Track interactions, measure engagement levels, and score leads based on their activity on X/Twitter. This helps prioritize high-potential leads, ensuring your efforts are focused on those most likely to convert.

3. Outreach and follow-up

Automate your outreach and follow-up campaigns with CRM-integrated tools. Schedule and send personalized messages, tweets, and direct messages on X/Twitter. Use templates and sequences to maintain consistent communication, increasing the likelihood of engagement and conversion.

4. Nurture existing leads and customers

Implement strategies for upselling and cross-selling by using CRM data to identify existing customers' needs and preferences. Tailor your X/Twitter content to address these insights, offering relevant products and services that enhance their experience and encourage repeat business.

How to evaluate and choose a CRM platform

With a lot of CRMs to go through, there are a few things your key criteria should include to help you shortlist the most suitable one for your team.

1. Define your requirements

When selecting the best CRM for X/Twitter in 2024, start by identifying the key features your business needs. Are you looking for advanced analytics to track engagement, or do you need robust automation tools to handle customer interactions? Understanding your specific requirements will help you narrow down options that align with your business goals and social media strategies.

2. Budget considerations

Balancing cost and return on investment is crucial when choosing a CRM for Twitter. Evaluate different pricing models and consider how each CRM platform can enhance your social media marketing efforts. Look for affordable CRM solutions that offer essential features without compromising on quality. Remember, the right CRM should provide value that justifies its cost.

3. Selection process

Researching and choosing the right CRM vendor involves several steps. Start by reading reviews and testimonials from other founders who have utilized CRMs for social media management. Attend webinars or demos to see the CRM in action. Additionally, consider the vendor's customer support and integration capabilities with other tools you use for marketing.

4. Evaluating and making the decision

Before finalizing your decision, trial different CRM platforms to compare their features and usability. Most vendors offer free trials or demo versions, allowing you to test their functionality with your Twitter account. Evaluate how each platform handles engagement, analytics, and automation. This hands-on experience will help you identify the best CRM for your social media strategy.

5. Get a demo

Before committing to a CRM, it's crucial to see how it integrates with your X/Twitter strategy. A demo can provide a hands-on experience, showcasing features tailored to social media engagement and analytics. This can help you understand how the CRM aligns with your goals and workflow. Get a demo of folk to see how it can optimize your Twitter interactions and drive growth.

Tips for implementing a CRM

Once you've selected your CRM, there are a few things you need to consider as you move into the implementation process.

1. Import your data in your new CRM

Transitioning to a new CRM doesn't mean starting from scratch. Export your data as a CSV file from your current CRM, or review their data migration service. This ensures all your contacts, interactions, and history are seamlessly integrated into your new system, maintaining continuity in your Twitter engagement.

2. Create a first pipeline

Developing a pipeline tailored to your X/Twitter activities is essential. Start by defining stages that reflect your social media strategy, such as 'New Followers,' 'Engaged Users,' 'Potential Leads,' and 'Converted Customers.' This helps in tracking and managing interactions, ensuring no opportunity slips through the cracks.

3. Onboard your team

Effective CRM implementation requires your team to be on the same page. Conduct training sessions to familiarize them with the new system, focusing on features that enhance Twitter engagement and analytics. This ensures everyone can leverage the CRM to its full potential, driving better results and fostering a cohesive approach to social media management.

The 5 best CRMs for X/Twitter

1. folk

folk is a modern CRM platform for managing contacts, workflows, and relationships, offering customizable pipelines, AI-driven tools, and integrations to enhance deal management and prospecting.

Key features

• Contact enrichment: Automatically enriches contact details by finding emails and LinkedIn URLs, enabling efficient outreach without manual data entry or additional costs for email services.
• Email integration: Full email sync, templates, and tracking features, enabling users to manage all communications directly from the CRM.
• AI-powered features: AI tools assist in managing contacts and relationships, automating routine tasks, and suggesting actions to improve productivity.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.
• LinkedIn integration: Seamlessly import contacts from LinkedIn, track conversations within folk, and use templates for quicker, streamlined communication.

Pros

• Ease of use: folk is praised for its intuitive interface, making it accessible even to non-technical users with quick onboarding and a minimal learning curve.
• All-in-one: folk streamlines your workflow by allowing you to import contacts from LinkedIn, automatically find their emails, reach out through customizable email sequences, and track interactions in a pipeline, eliminating the need for multiple tools and saving time and money.
• LinkedIn integration: Seamlessly import contacts from LinkedIn, track conversations within folk, and use templates for quicker, streamlined communication.
• Customizability: Custom fields, pipelines, and workflows.
• Integrations: folk integrates seamlessly with over 6,000 apps, including Gmail, Zapier, and Make, allowing users to centralize their workflow and reduce manual data entry.

Cons

• Reporting: Currently lacks reporting features, but there are plans for future implementation.

Price and plans

You can try folk for free with a 14-day free trial. After that, a monthly or annual subscription plan is as follows.

• Standard: $20 per user, per month
• Premium: $40 per user, per month
• Custom: Starts from $60 per user, per month

2. Pipedrive

Pipedrive is a CRM designed for small businesses, offering lead management, automation, email integration, and customizable pipelines to optimize sales.

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Key features

• Lead and deal management: Centralized tools to manage customer data, interactions, and sales pipelines, helping teams act quickly on opportunities from Twitter engagements.
• Sales automation: Workflow automation to handle repetitive tasks, such as lead routing, follow-ups, and email sequences, allowing sales teams to focus on closing deals generated from Twitter interactions.
• Zapier integration: Use Zapier to connect your Pipedrive account with your X account.
• Email integration: Full email sync, templates, and tracking features, enabling users to manage all communications directly from the CRM, including those initiated via Twitter.
• Advanced reporting and analytics: Real-time data analytics and custom reporting tools to track sales performance, forecast revenue, and gain actionable insights from Twitter campaigns.
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect data collected from Twitter leads and customers.

Pros

• User-friendly interface: The CRM is known for its intuitive and visually appealing interface, making it easy for users to navigate and manage Twitter-generated leads and sales pipelines.
• Sales pipeline focus: Specifically designed for managing sales pipelines, offering a visual approach that helps sales teams track deals and activities effectively, including those sourced from Twitter.
• Customization: Allows for a high degree of customization, enabling users to tailor the platform to their specific sales processes with custom fields and workflows for Twitter interactions.
• Automation features: Includes automation tools that help streamline repetitive tasks, such as sending follow-up emails and moving deals through the pipeline, saving time and boosting productivity from Twitter leads.
• Reporting and analytics: Offers robust reporting and analytics tools that provide valuable insights into sales performance and help identify areas for improvement, particularly in Twitter campaigns.

Cons

• Limited advanced features: Lacks some of the more advanced CRM features, such as extensive marketing automation and AI capabilities, which are available in other platforms.
• Basic reporting in lower tiers: The reporting and analytics features in the basic plans are somewhat limited, requiring upgrades to access more in-depth insights.
• No built-in email marketing: Does not include built-in email marketing features, requiring users to integrate with third-party email tools for such functionality.
• Limited customer support hours: Customer support is not available 24/7, which can be inconvenient for businesses operating in different time zones or needing immediate assistance.
• Learning curve for new users: Although generally user-friendly, may still present a learning curve for users unfamiliar with CRM systems, especially in understanding the full capabilities of the platform.

Price and plans

An annual subscription plan basis is as follows.

• Essential plan: Starts from $14 per user, per month.
• Advanced plan: Starts from $29 per user, per month.
• Power plan: Starts from $64 per user, per month.
• Enterprise plan: Starts from $99 per user, per month.

3. Salesforce

Salesforce is a robust CRM platform for large enterprises, offering tools for sales, marketing, service, and analytics, with extensive scalability.

Key features

• Comprehensive ecosystem: A unified platform offering CRM, marketing automation, and customer service, ideal for managing leads and customers generated from X/Twitter.
• Customization and scalability: Salesforce allows extensive customization to tailor the platform to specific workflows, making it suitable for businesses leveraging X/Twitter for growth.
• Artificial Intelligence (AI) integration: Salesforce Einstein provides AI-driven analytics and automation, offering insights to optimize lead and customer engagement on X/Twitter.
• Extensive integration capabilities: Integrate Salesforce with various third-party applications, including social media tools, to streamline operations and enhance customer interactions on X/Twitter.
• Enterprise-grade security and compliance: Robust security measures ensure the protection of sensitive customer data collected from X/Twitter, maintaining compliance with industry standards.

Pros

• Comprehensive feature set: Salesforce offers a wide range of features covering sales, service, and marketing, making it a powerful tool for managing leads and customers from X/Twitter.
• Highly customizable: Tailor the platform to your specific needs with custom fields, objects, and workflows to efficiently manage X/Twitter interactions.
• Scalability: Suitable for businesses of all sizes, Salesforce can grow with your business as your X/Twitter presence expands.
• Advanced analytics and reporting: Gain deep insights into your X/Twitter data to make informed decisions and optimize your social media strategy.

Cons

• High cost: The pricing can be prohibitive for small to medium-sized businesses, especially when adding necessary customizations for X/Twitter management.
• Steep learning curve: Requires significant time and training to master, which can be challenging for teams new to CRMs.
• Complex setup and customization: Initial setup and customization can be complex and may require expert assistance, adding to the overall cost.
• Overwhelming for small teams: The extensive features may be overkill for smaller teams focused solely on X/Twitter, leading to underutilization.
• Integration complexity: Integrating Salesforce with third-party social media tools can be complex and require technical expertise.

Price and plans

An annual subscription plan with Salesforce is as follows.

• Starter Suite: $25/user/month provides basic CRM features for small businesses
• Pro Suite: $100/user/month includes advanced tools for growing businesses
• Enterprise Plan: $165/user/month offers extensive customization and automation for large companies
• Unlimited Plan: $330/user/month provides comprehensive features for large enterprises
• Einstein 1 Sales: $500/user/month provides AI-driven insights and advanced features for large enterprises

4. HubSpot

HubSpot CRM is a user-friendly, scalable platform offering integrated tools for managing sales, marketing, customer service, and operations efficiently.

Key features

• Marketing Hub: Includes email marketing, ad tracking, landing pages, and lead generation tools, essential for managing Twitter campaigns and tracking lead conversions.
• Sales Hub: Provides deal tracking, pipeline management, sales automation, and reporting, helping you manage leads and customers from Twitter effectively.
• Service Hub: Offers customer service tools like ticketing, live chat, and knowledge bases, crucial for handling customer queries originating from Twitter.
• Lead scoring: Prioritize leads with predictive scoring to improve sales efficiency, especially useful for identifying high-potential leads from Twitter interactions.
• Social media management: Integrates social media management tools, allowing businesses to manage and schedule Twitter posts directly from the platform.

Pros

• User-friendly interface: Intuitive and easy-to-use, making it accessible for users managing Twitter leads and customers.
• Comprehensive free plan: Offers essential CRM features, ideal for startups leveraging Twitter for growth.
• Seamless integration with marketing tools: Integrates smoothly with marketing hubs, creating a unified platform for managing Twitter campaigns and customer interactions.
• Automation capabilities: Provides powerful automation tools for tasks like lead nurturing and sales workflows, enhancing efficiency for Twitter-driven campaigns.
• Social media management: Allows businesses to manage and schedule Twitter posts directly from the platform, streamlining social media efforts.

Cons

• High cost at higher tiers: Pricing can become expensive as you move to higher tiers, which may be prohibitive for small businesses scaling their Twitter efforts.
• Limited customization in free plan: The free plan has limited customization options, restricting flexibility for Twitter-focused campaigns.
• Email marketing limits: Email marketing functionality in the free plan is restricted by limits on the number of emails you can send, a drawback for businesses with large Twitter followings.
• Steep learning curve for new users: The breadth of features can be overwhelming for new users, requiring time to learn, especially for those new to CRM and Twitter integration.
• Data storage limits: Imposes limits on data storage in its lower-tier plans, which can be restrictive for data-intensive Twitter campaigns.

Price and plans

On an annual subscription, HubSpot's Marketing plan is as follows.

• ‍Starter plan: Starts from $15 per user, per month.‍
• Professional: Starts from $800 per user, per month‍
• Enterprise: Starts from $3,600 per user, per month.

5. Zoho

Zoho is a CRM system with a strong sales focus. Its got features such as journey orchestration, sales process management and workflow automation. There's also something for marketing teams, including lead hurting, event management and customer segmentation.

Key features

• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions.
• Lead and contact management: Manages customer information, tracks interactions, and segments contacts for targeted campaigns.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage customer interactions.
• Social media integration: Integrates with social media platforms to capture leads and engage with customers directly.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics.

Pros

• Affordability: Zoho CRM offers competitive pricing with various tiers, making it accessible to small and medium-sized businesses as well as larger enterprises.
• Customization: Extensive customization options allow businesses to tailor the CRM to their specific needs, including custom fields, modules, and workflows.
• Multi-channel communication: Zoho CRM supports email, phone, social media, and live chat, enabling businesses to manage all customer interactions from a single platform.
• AI-powered features: Zia, the AI assistant, provides intelligent insights, predictive analytics, and task automation, helping to improve sales and marketing efficiency.
• Mobile accessibility: Zoho CRM offers a robust mobile app, allowing users to manage customer relationships and access data on the go, with offline capabilities.

Cons

• Steep learning curve: The extensive customization options can be overwhelming for new users, requiring a significant time investment to master the platform.
• Complex setup: Initial setup and configuration can be complex, particularly for businesses without technical expertise or dedicated IT resources.
• Performance issues: Occasional reports of slow performance, especially with large datasets or complex operations, can hinder productivity.
• Limited third-party integrations: While Zoho integrates well with its own suite of products, integration with third-party applications can be limited or require additional effort.
• API limitations: The API may have limitations for businesses with complex integration needs, sometimes requiring custom development work.

Price and plans

There's a free plan limited to three users suitable for small businesses. After that, an annual subscription plan is as follows.

• Standard: $14 per user, per month
• Professional: $23 per user, per month
• Enterprise: $40 per user, per month

Conclusion

It goes without saying that choosing the best CRM for X/Twitter in 2024 depends on your specific needs, budget, and the level of integration required with your existing tools. Whether you prioritize automation, customization, or comprehensive social media management, there's a CRM that fits your requirements. For founders leveraging social media for business growth, platforms like folk, Pipedrive, Salesforce, Hubspot, and Zoho offer diverse features to enhance your Twitter strategy. Evaluate your options, take advantage of free trials, and select a CRM that aligns with your goals to optimize your social media engagement and drive business success. Try folk for free here.

Frequently Asked Questions

What do social media teams use as a CRM?

Busy marketing teams leveraging social media for business growth often use CRMs like Folk, Pipedrive, Salesforce, and Hubspot. These platforms offer robust features tailored to manage interactions, automate processes, and provide insights, making it easier to handle leads and customer relationships generated from X/Twitter.

Do I need a CRM?

Yes, you need a CRM depending on the complexity of your process. A CRM helps streamline your workflow, manage customer interactions, and improve efficiency, especially if your business relies heavily on social media platforms like X/Twitter for growth and engagement.

How much does a CRM cost?

The cost of a CRM varies widely, typically ranging from $15 to $500 per user per month. Basic plans start around $15-$25, while more advanced or enterprise-level features can push the price to $100-$500 per user per month.

Does folk’s CRM respond to X/Twitter needs?

Yes, Folk’s CRM is highly responsive to X/Twitter needs. It offers seamless LinkedIn integration, customizable pipelines, and AI-driven tools to manage contacts and relationships efficiently. Folk's intuitive interface and all-in-one capabilities streamline workflow, making it an ideal choice for founders leveraging social media for business growth.