Best CRM for Small Business Compared (February 2024)
Find the ideal CRM solution for your small businesses. We tested 10 small business CRM software that offer seamless scalability, customization, and cost-effectiveness. Elevate your customer management strategies confidently, ensuring scalability and customization tailored to your business needs.
The best CRMs for small businesses go beyond mere contact management—they're a strategic ally in nurturing leads, closing deals, and fostering enduring customer relationships.
Understanding the unique dynamics of small businesses, CRMs in this segment are tailored to balance functionality with simplicity, ensuring they're not only powerful but also accessible and affordable. In this comprehensive guide, we delve into the top 10 CRM solutions that cater specifically to the nuanced needs of smaller enterprises.
We focused on several aspects to help you make a decision more easily. First, we mentioned the ease of use and setup for each tool. We prioritized CRMs that are intuitive and easy to set up, reducing the learning curve for small business teams. Then, we provided an insight into the core features of each tool, along with the pros and cons. Lastly, we assessed the price-value ratio, ensuring the CRMs offer the necessary features at a reasonable cost.
What is the best CRM for small business 2024? Here’s our top 10 list:
Let’s turn now to the ultimate list of the best CRM software for small businesses. This list has the top customer relationship management systems for different departments and niches and many other good CRMs that your small business might find the best.
Pipedrive: User-Friendly Small Business CRM for Sales Management
An image showing how Pipedrive’s deals pipeline looks like, with various stages and filter options to manage deals and stages easily
Why We Chose It:
Pipedrive, a CRM designed to boost sales, is perfect for streamlining your sales cycle. It's easy to use, with a clear interface and a dashboard that keeps everything organized. You'll find great tools like customizable pipelines and automated workflows.
Pipedrive is excellent for managing contacts and tracking deals, and it even offers helpful AI tips. Although scalable for small to medium-sized businesses, keep in mind that lead capture features like web forms and live chat cost extra.
Pipedrive's strengths lie in contact management and deal tracking, complemented by AI-driven sales assistant tips and a range of integrations, albeit less comprehensive than some rivals.
Pipedrive integrates with 400+ tools. Even though this is an excellent number of integrations, our top choices offer up to a thousand or even more integrations.
User-friendly interface: Clean and intuitive, making it easy for beginners.
Efficient lead capture: Features like LeadBooster for web forms and live chat, although at an extra cost.
Strong contact management: Detailed profiles with activity feeds for each contact.
Effective deal management: Visual tracking with customizable stages and multiple views.
AI-driven sales assistant: Offers personalized tips and reminders.
Flexible workflow automation: Tailored to various business operations.
Scalable: Adapts to different business sizes, ideal for small to medium businesses.
No free plan: There is no free plan, but you can sign up for a free trial.
Limited communication channels: Primarily supports email and phone; mass email requires integration.
Extra costs for advanced features: Add-ons like LeadBooster and Web Visitors are separate purchases.
Not as comprehensive in integrations: While it integrates with many tools, it falls short compared to some competitors.
Essential: $14.90/user/month, billed annually
Advanced: $27.90/user/month, billed annually
Professional: $49.90/user/month, billed annually
Power: $64.90/user/month, billed annually
Enterprise: $99/user/month, billed annually
Go to Pipedrive's official website
Monday Sales CRM: User-Friendly CRM for Project-Driven Small Businesses
Monday Sales CRM Leads Overview
Why We Chose It:
Adapting to Monday.com as a CRM tool is a breeze, especially for those new to CRM systems. Its layout and user interface bear a comfortable resemblance to familiar project management tools like Asana, easing the transition.
This similarity is by design, as Monday.com is a highly versatile platform, initially crafted for project management but equally effective as a sales CRM for small businesses. Its intuitive design ensures a smooth learning curve, making it an ideal choice for small businesses exploring CRM functionalities for the first time.
We found it incredibly easy to get started with Monday, especially since the “Getting Started” guide is right there in the toolbar, full of resources, like articles and videos from Monday’s CRM Academy.
As for the features, we’d like to single out Monday.com's automation feature, which is impressively user-friendly. The platform cleverly uses a small robot icon at the top right of each board, suggesting relevant automations for that specific context. This intuitive approach makes automations accessible to everyone, including those who aren't technically inclined.
For example, a simple click on the robot icon can suggest automation for assigning a team member to a new task when it's added to the board, streamlining workflow without needing technical expertise.
So, how does the integration of project management and CRM in Monday.com work? Well, for example, the tool offers a streamlined workflow where successful deals transition seamlessly into project workflows within their Work OS. Once a deal is won, it can evolve into various operational processes like customer success and finance management.
For instance, a deal closed in the CRM module can automatically trigger a project in the customer success team's workflow. This ensures a smooth handover and consistent tracking from sales to project execution.
Also, the platform offers effective lead management, with customizable web forms for lead capture and tools for easy organization and segmentation of leads. Its deal management is visually intuitive, offering customizable stages and a clear overview of sales pipelines.
User-friendly interface: Monday.com offers an intuitive and clean interface, making it easy for beginners and small businesses to adapt quickly.
Customizable workflows and automations: The platform allows for highly customizable workflows and automations, streamlining various sales and customer relationship processes.
Effective lead management: Features for lead capture and management, including web forms and tools for organization and segmentation, facilitate efficient lead handling.
Visual deal management: Provides a visually intuitive platform for managing deals with customizable stages, aiding in clear tracking of sales pipelines.
Integrated communication tools: Offers integrated email and call logging features, enhancing communication with leads and customers.
Limited native CRM features: As primarily a project management tool, Monday.com may lack some of the advanced CRM-specific features found in specialized CRM platforms.
Potentially overwhelming for simple CRM needs: Monday.com's extensive project management features might be overwhelming for small businesses looking for a basic CRM solution.
Additional costs for advanced features: Certain advanced features and integrations may require higher-tier plans or extra fees.
The basic CRM plan is $12 per user per month, billed annually
The standard CRM plan is $17 per user per month, billed annually
The Pro CRM plan is $28 per user per month, billed annually
For enterprise plans, contact monday.com
Go to Monday Sales CRM official website
Bigin by Zoho CRM: Top free CRM for small companies
Individual contact overview inside Bigin by Zoho CRM
Why We Chose It:
Bigin is a pipeline-centric CRM from Zoho that is built specifically for small and micro businesses. We picked this tool for all the small businesses just starting out with CRM. You can either use Bigin for free or go premium for $7/user/month. This price makes Bigin the most affordable CRM system in the market.
Also, Bigin makes your life easier with the Automated Data Capture feature, which automates the process of importing and updating contact information from emails. This not only saves time but also ensures that your CRM data is always up to date.
Furthermore, Bigin offers an intuitive pipeline view that simplifies the management of sales opportunities, making it easier for small businesses to track and close deals.
- Minimalist and intuitive: Bigin is designed with a focus on simplicity, eliminating unnecessary features for small businesses.
- Multiple, customizable pipelines: Allows for stage customization in pipelines for various business operations, with a clear view of open deals and easy filtering of contacts and company info.
- Excellent mobile app integration: Maintains consistent pipeline view on mobile apps, which is rare among competitors.
- Robust integrations: Compatible with Google Workspace, Microsoft Office 365, Mailchimp, Zapier, and various Zoho applications. Highly rated iOS and Android apps, with macOS app recognized by Apple.
- Limited scalability for growing businesses: As business needs grow more complex, there might be a need to upgrade to higher editions of Zoho CRM for more comprehensive features and customization options suitable for larger or diverse businesses.
There is a free version of Bigin by Zoho CRM
Express plan is $7 per user per month, billed annually
Premier plan is $12 per user per month, billed annually
Bigin offers a 15-day free trial for new users
Go to Bigin’s official website
Salesforce: Most Advanced and Scalable CRM for Growing Businesses
Salesforce dashboard showing an overview of the sales pipeline and related reports
Why We Chose It:
Salesforce has to be on every top CRM list. After all, it is one of the best CRMs on the market. But why did it end up as number three on our list? Salesforce is very powerful, which can sometimes be overwhelming… and so can the price.
Navigating Salesforce was straightforward and logical. But, using it required some practice. Its interface is complex and feature-rich, which can be initially overwhelming for new users. The sheer number of features can complicate it, contributing to a significant learning curve for those looking to utilize the CRM's full range of capabilities effectively.
We were impressed with the pipeline management. The drag-and-drop functionality simplifies moving deals through various stages, and the alerts ensure that you never miss any tasks or opportunities.
As for contacts, importing contacts is streamlined, but we were disappointed to see that the almighty Salesforce supports only .csv file uploads. With the contact feature, small businesses can manage detailed contact profiles linked with accounts and opportunities and track all interactions. This centralized view of contact information and activities aids in personalizing customer interactions and enhances follow-up efficiency.
One feature that takes some time to get the hang of is the workflows. Automation of workflows in Salesforce streamlines various processes across sales, marketing, and customer service. This efficiency allows small business teams to reduce manual labor and focus on strategic tasks, although it does require a solid understanding of the system to set up effectively.
Comprehensive features: Offers advanced CRM functionalities, from contact management to intricate workflow automations.
Versatile pipeline management: Features multiple views like table and Kanban, with intelligent alerts for overdue activities, facilitating efficient sales process management.
Efficient lead handling: Includes tools for capturing, nurturing, and scoring leads, with easy conversion into opportunities.
Extensive integration capabilities: Through its AppExchange, Salesforce offers a vast array of third-party applications for extended functionality.
Advanced AI and automation tools: Employs cutting-edge technology for automation and AI-driven insights, improving business processes and decision-making.
Responsive support system: Provides extensive training resources and a support system to aid users in navigating the platform.
No free plan: There is no free plan, but you can sign up for a free trial.
High cost: Salesforce is one of the pricier options on the market, making it a significant investment for smaller businesses.
Steep learning curve: Salesforce's complex interface can overwhelm new users.
Limited basic plan: The most basic plan offers only essential features, with more advanced capabilities at higher costs.
AI in higher plans only: Advanced AI features are included only in the priciest plans, limiting access for businesses on lower-tier plans.
Starter plan: $25/user/month
Professional plan: $80/user/month
Enterprise plan: $165/user/month
Go to Salesforce’s official website
Less Annoying CRM: Most Simple CRM for Small Business Efficiency
LACRM individual contact overview showing all contact details, interactions history, and related tasks and files
Why We Chose It:
Less Annoying CRM (aka LACRM) is designed specifically for small businesses. They offer an all-inclusive, single-price package for task management, keeping tabs on contacts, tracking leads, and making sure follow-ups are sent out.
LACRM prides itself on offering robust features while maintaining a clean and straightforward design, ensuring that businesses can quickly adapt and start using it effectively.
Why is LACRM our number one? In addition to the robust features, it’s one of the few CRMs with a flexible pricing model. Less Annoying CRM offers a straightforward, flat-rate fee with no hidden costs, making it budget-friendly for small businesses with tight financial constraints.
Find out more details in our Less Annoying CRM review.
- Affordable pricing model: Less Annoying CRM offers a single, flat-rate fee with no hidden costs, making it budget-friendly and predictable for small businesses.
- Simplicity and user-friendly design: LACRM prides itself on its clean and straightforward design. The intuitive interface ensures that small businesses can quickly adapt to the system without the need for extensive training.
- All-inclusive features: LACRM provides a robust set of features that cover essential CRM functions. This includes contact management, lead tracking, task management, and follow-up reminders, making it a comprehensive solution for small businesses.
- Ease of implementation: Less Annoying CRM’s simplicity and straightforward design mean that businesses can start using the CRM without facing a steep learning curve.
- Scalability: While designed for small businesses, LACRM can accommodate some level of growth. Small businesses can start with it and continue to use it as they expand, although it may have limitations for very large enterprises.
- Limited advanced features: While LACRM covers the basics, it may lack some advanced features and customization options in more complex CRM systems.
- Integration options: LACRM may not offer as many integrations with third-party applications as some other CRM solutions. This could be a limitation if your business relies heavily on specific tools that are not directly integrated with Less Annoying CRM.
- Scalability constraints: Although it can accommodate some growth, Less Annoying CRM may not be the best choice for rapidly expanding businesses or those with complex, large-scale operations.
- Reporting and analytics: LACRM may not offer the same level of advanced reporting and analytics as more robust CRM systems. This could be a limitation for businesses that require in-depth data analysis.
$15/user/month, billed monthly
LACRM offers a risk-free, 30-day free trial for its only pricing plan
Go to LACRM's official website
HubSpot CRM: All-in-One Marketing and Sales CRM for Small Businesses
HubSpot CRM’s individual contact overview where you can see contact information, as well as deals, tasks, and files related to the contact
Why We Chose It:
Even though HubSpot CRM is packed with features, it is still a CRM that is fairly easy to use or at least learn to use. Getting started with HubSpot is very simple. When you log in, you will be taken to the user guide that helps you set up marketing, sales, customer service, and website within HubSpot.
Also, your dashboard for each module (marketing, sales, etc.) consists of recommended first steps and instructions on how to get started. You also get several links to helpful materials, such as articles or how-to guides, that can help you learn how to use the tool.
As for the features, HubSpot is known as one of the best CRMs available. HubSpot is perfect for capturing leads, managing contacts and deals, and staying in touch with your customers.
This CRM offers advanced lead capture capabilities, enabling businesses to gather leads from various sources like website forms, social media, and live chat. A Chrome extension is also available to capture contact information from email interactions automatically.
When managing all those leads and contacts, HubSpot allows for the creation of detailed profiles for each lead, including standard information and additional actions such as tasks, calls, and meeting scheduling. The activity feed for each contact provides insights into their position in the sales process, aiding in strategic follow-up actions.
Last, deal management is facilitated through customizable pipelines, allowing you to visually track deal progress and tailor stages to your specific processes. The task management feature is highly adaptable, supporting the assignment and full customization of tasks to team members.
Robust free plan: HubSpot offers a comprehensive free CRM version with unlimited storage for contacts, companies, deals, and tickets.
Scalability: HubSpot is designed to grow with your business, offering a range of features suitable for startups and midsize companies. HubSpot provides a discount program for startups and scalability options as businesses grow.
User-friendly interface: The user interface is intuitive, making it a good fit for those new to CRM tools.
Strong integration capabilities: The platform integrates with various applications, including Gmail and Outlook, enhancing its functionality.
Advanced email marketing: HubSpot stands out for its advanced email marketing capabilities, with a range of customizable templates and detailed analytics.
Costly paid features: While the free version is robust, adding paid features can make the platform expensive.
Limited customization: Compared to other enterprise-level CRMs, HubSpot offers limited customization options, which is a drawback if you have specific stages or needs.
Learning curve for workflows: Creating complex workflows in HubSpot can be tricky and might require some time to master.
Free forever plan available
Starter plan: $20/month, billed annually.
Professional plan: $1,600/month, billed annually.
Enterprise plan: $5,000/month, billed annually.
Go to HubSpot CRM’s official website
Capsule CRM: Great Entry-Level CRM for Small Businesses
Capsule CRM’s individual company/account overview showing all contacts related to the company, as well as emails, tasks, notes, files, and deals related to the company
Why We Chose It:
Capsule CRM is praised for its minimalism and simplicity. We found Capsule’s layout to diverge from the typical design of many CRM platforms. Instead of the standard left-column toolbar, Capsule opts for a more streamlined approach, arranging its tools horizontally across the top bar.
The minimalist design contributes to a simpler user interface, marked by fewer elements to interact with and a reduced visual complexity. Even though CRM newcomers will appreciate this, experienced CRM users might find the CRM basic.
However, you shouldn’t let the minimalistic interface fool you since Capsule has all the key features a small business needs in a CRM. What we like about this tool the most is how it combines CRM and project management to tackle post-sales tasks.
Capsule CRM integrates an efficient project management app, "Projects," which particularly benefits small businesses. This feature becomes handy post-sale, facilitating service and support activities without switching to a different application. Conveniently located in the main navigation bar alongside the sales pipeline, it provides easy access to project tracking and is viewable in both board and list formats.
The 'Tracks' feature in Capsule allows grouping tasks to streamline standard processes, like sales procedures or post-sale project tasks. This organizational tool ensures you stay on track and deliver consistent service. Tracks are created from the Account Settings and can be applied to opportunities and projects.
For workflow automations, Capsule offers basic triggers for both projects and opportunities. A standout feature here is the 'Test this Automation' button, which allows users to verify the functionality of their automation setup before going live. This feature is pivotal in maintaining consistency throughout the sales process and the subsequent delivery of projects.
Minimalist and simple interface: Capsule CRM's straightforward design is easy to navigate, especially for CRM beginners.
Integrated project management: Adds project management within the CRM for streamlined post-sale workflow.
Useful free version: The free version of Capsule is capable enough for small businesses to trial a CRM.
Customizable workflows and tracks: Flexibility in operations through custom 'Tracks' and workflow automations.
AI content assistant for emails: Helps save time and improve efficiency in email communication.
Limited integrations: Although essential apps are covered, the range of integrations is less comprehensive than other CRMs.
Basic features in the free version: The free version restricts the number of contacts and users and lacks some advanced features.
Limited scalability for larger projects: More suitable for small-scale operations rather than large volumes of deals or complex projects.
Free Plan: available for up to 2 users and 250 contacts.
Starter: $18/user/month, billed annually.
Growth: $36/user/month, billed annually.
Advanced: $54/user/month, billed annually.
Ultimate: $72/user/month, billed annually.
Visit Capsule CRM’s official website
Freshsales: Best Small Business CRM for Ease of Use
Freshsales CRM dashboard showing a preview of an individual deal and all information related to that deal
Why We Chose It:
In Freshsales, simplicity meets the best of CRM. When we logged in for the first time, Freshsales greeted us with a clean, minimalist interface. The layout is thoughtfully designed, with every tool and features neatly tucked into a left sidebar.
We found our way around quite easily, especially since you have instructions for every step of the way. For example, the initial setup of the CRM is straightforward because you can find which steps you need to take first in your dashboard.
Freshsales excels in providing a centralized view of customer details, including lifecycle stages, contact information, and recent interactions, making it easier for businesses to focus on and engage with their clients effectively. small businesses
Also, Freshsales offers robust lead capture capabilities, allowing you to create fully customizable web forms and capture leads directly from their websites or engage with your website visitors via live chat.
The platform's pipeline management is visually intuitive and highly customizable. The platform enables you to create custom pipelines, rename existing stages, reorder stages, and even insert win probability percentages. This level of customization helps in accurately forecasting sales and prioritizing efforts.
User-friendly interface: Clean, minimalist, and easy to navigate, suitable for new and experienced users.
Comprehensive contact and lead management: Centralized customer overview with lifecycle stages and interaction history.
Robust marketing integration: Features for automated email campaigns and drip marketing, offering a more advanced system than competitors like Pipedrive or Copper.
Practical task and activity tracking: Efficient management of tasks and activities with reminders and scheduling capabilities.
Scalable solution: Offers plans ranging from a basic free tier to advanced, AI-powered options suitable for growing businesses.
Strong integration capabilities: Seamless integration with various apps and platforms, enhancing overall functionality.
Advanced features in higher-tier plans: More sophisticated features like AI-powered tools are available only in pricier plans.
The learning curve for advanced features: Some more advanced functionalities have a learning curve.
Data overload for smaller teams: The extensive features and data reporting capabilities of Freshsales, while beneficial, can potentially lead to information overload for smaller teams or businesses new to CRM systems.
Forever free plan: for up to three users
Growth plan: $15/user/month, billed annually
Pro plan: $39/user/month, billed annually
Enterprise plan: $69/user/month, billed annually
Go to Freshsales’ official website
Salesmate: Excellent for Beginners and Those New to CRMs
Salesmate individual contact overview showing all the contact’s details, along with notes, activities, and even files related to that particular contact
Why We Chose It:
We suggest Salesmate to all those new to CRMs. The interface is clean, and the navigation is intuitively logical, making overall usage straightforward.
Additionally, setting up automations and workflows is more straightforward and user-friendly than platforms like Salesforce, thanks to clear explanations and helpful visuals, streamlining the learning process for new users.
Salesmate has an excellent lead capture and management system. You can capture leads through web forms, organize them, segment them, and easily convert them into opportunities.
Salesmate also provides a comprehensive and visual approach to managing deals, with customizable stages and drag-and-drop functionality. This feature will aid you in efficiently progressing deals through various stages and optimizing sales outcomes.
The features we liked the most were sequences, workflows, and automation journeys, as these features together help boost your productivity by automating various sales tasks. Sequences automate follow-up communications, workflows streamline task assignments and data updates, while automation journeys facilitate complex, multi-step processes.
User-friendly interface: Ideal for beginners, with a clean UI and logical navigation.
Customizable dashboard: Offers a personalized dashboard with a wide range of widgets.
Efficient contact and company management: Streamlined digital storage for contacts and business relations.
Advanced deal management: Comprehensive deal tracking with customizable stages and multiple views.
Robust lead management: Effective lead capture and nurturing tools.
Dynamic automation journeys and workflows: Simplifies task automation and enhances operational efficiency.
Integrated communication tools: Built-in calling and texting capabilities for seamless communication.
Comprehensive support resources: Extensive help and training resources, including a user-friendly setup guide.
No free plan: There is no free plan, but you can sign up for a free trial.
Limited native integrations: Fewer integrations compared to other CRMs.
Higher cost for advanced features: More sophisticated features like automation journeys are available at additional costs.
Limited plan options: Three plans are available only, which might not suit all businesses.
Expense for small businesses: The CRM is costly, especially for smaller businesses.
Basic Plan: $23 per user/month, billed annually.
Pro Plan: $39 per user/month, billed annually.
Business Plan: $63 per user/month, billed annually.
Additional costs for add-ons: Automation Journeys are priced at $30 for 1,000 contacts.
Other add-ons include Messenger, Sandy AI, calling credits, and extra workflows and sequences, each available for separate purchases.
Go to Salesmate's official website.
Vtiger: Best All-in-One CRM Solution for Small Businesses
Vtiger Dashboard showing the overview of Opportunities in the Kanban view
Why We Chose It:
Vtiger may not have the most intuitive UI, but it is packed with robust functionalities that certainly make up for the design and the learning curve.
For example, when we logged in for the first time, we focused on the top bar and the features displayed there. It took us some time to discover the hamburger menu in the top left corner, where all the other features were.
But, despite the not-so-intuitive interface, we were guided on every step. For every feature you click on, you get a small pop-up tutorial video in the bottom left corner, which helps you get acquainted with the feature and how it works.
Vtiger CRM is a complete solution, encompassing a wide array of robust features that cater to sales and contact management, marketing, and task management. This versatility makes it an ideal all-in-one CRM choice for small businesses seeking to streamline and enhance their sales, marketing, and overall operational processes.
As for the features, we were genuinely impressed with contact management. Vtiger allows you to create a profile for every lead you capture. Also, you can view very detailed analytics for each contact, such as deals and sales orders, or even create charts and graphs.
As for the deals, you can quickly and visually track customer progress through various deal stages, create custom pipelines with unique stages, and insert a win probability percentage for each stage.
However, we recommend Vtiger for small businesses managing less than 50 deals at once; for managing a larger volume of deals, the system is less optimal due to its user interface, limitations in visualizing workflows, and more complex deal management needs.
Customizable Dashboard: User-friendly interface with customizable widgets for diverse business needs.
Effective Contact Management: Robust profiles with extensive information and analytics capabilities.
Efficient Deal and Task Management: Tools for visually tracking deals and robust task management, ideal for handling up to 50 deals.
Marketing Tools: Comprehensive features, including email marketing, SMS messaging, and lead capture forms.
Affordable Pricing: Offers a free plan and cost-effective paid plans.
Steep Learning Curve: New users may find navigating difficult due to a less intuitive UI.
Limited Reporting Capabilities: The reporting feature is user-friendly, but you cannot create side-by-side dashboards.
Limited Native Integrations: Although it has a decent range of integrations, it may not be as extensive as some competitors.
One Pilot: Free plan for up to 10 users and 3000 records.
One Growth: $12/user/month, billed annually.
One Professional: $30/user/month and $20/user/month for single-app access, billed annually.
One Enterprise: $48/user/month for standard access and $30/user/month for single-app access, billed annually.
Go to Vtiger CRM’s official website
What are the benefits of CRM for small business owners?
Organize your contacts
Contact management helps you centralize information on customers, suppliers, and everyone else. CRMs allow you to aggregate multichannel contact information from social media, emails, LinkedIn, business cards, and more.
Find out who your customers are
Harness customer data to do customer segmentation, identify customer profiles, find out where they live, and which demographic provides the greatest opportunities. Plus, personalize your customer experience.
With marketing, campaign, sales, and customer reporting, you can monitor information, identify problems, show behavioral patterns, and find out how your overall return on investment is really doing. A sales CRM can create reports on sales activity and trends, let you monitor all the information, identify problems, and improve your sales processes.
CRM chops down the number of hours spent weekly on pesky admin tasks like manual data entry, letting you concentrate on relationship-building and fine-tuning your operations.
Make more money
Being able to closely track sales activities, manage sales teams, and improve customer support to reduce churn will allow you to sell more and increase your bottom line. It's a fact.
Things to look for in any good CRM software for small business
If you’re running a small business, taking time to learn a new, complex platform is not thrilling. Ease of use and simplicity should be deciding factors. A platform that requires minimal training is best, something that feels intuitive and offers easy access and interpretation of information.
As a small business, you’re probably doing things your own way rather than following a guidebook. Keeping that in mind, we suggest looking for customization features so you can tailor CRM software to your specific business needs. Whether you need the best construction CRM for your newly started business or a CRM for your small marketing agency, this software can be customized to suit the needs of all types of businesses.
Being able to modify contact and opportunity fields, among other elements, is especially helpful if you’re working in uncharted territory. Moreover, CRMs with a good API make it easier for devs to add more custom features.
Automating repetitive tasks saves you a lot of time to focus on real brain-engaging work. You should look for automation features for data entry, customer emails and follow-ups, and information field updating.
Vendor customer support
You probably don’t have your own IT department. That means you’ll want to make sure the CRM you choose is backed by a great customer support team, one who will be on hand to ease the product's learning curve, answer any nagging questions, and resolve technical issues quickly
Price is an obvious make-or-break for SMBs seeking CRM tools for small business use. When you don’t have a lot of hands on deck, you want to make sure every dollar spent counts. If you’re on a lean budget or on the fence about this kind of software's usefulness, you may want to start out with free CRM software.
Bonus: Social media tools
Being able to scan multiple social media channels gives you full visibility of what people are saying about your business, your competitors, and overall industry trends. Engage people one-on-one on the platforms where they spend most of their time, and demonstrate transparency by resolving issues out in the open, all to broaden your brand awareness and win more customers.
What is the importance of customer relationship management for small businesses?
In today's competitive landscape, nurturing strong customer relationships is no longer a "nice-to-have" but a "must-have" for any small business that wants to thrive. This is where customer relationship management (CRM) software comes in. But what is CRM, and why should you, as a small business owner, consider using one?
Personalizing Customer Interaction:
- Deep profiles: CRM tools create detailed customer profiles, enhancing personalization.
- Targeted communication: Use customer data to tailor messages and offers.
Proactive Customer Engagement:
- Anticipating needs: Predict and meet customer needs before they ask.
- Early problem solving: Identify and resolve issues to improve satisfaction.
- Enhancing satisfaction: Personalized experiences boost customer happiness.
- Encouraging advocacy: Satisfied customers become brand advocates.
In conclusion, using a CRM can significantly benefit small businesses, from increased customer retention to improved decision-making and operational efficiency. If you're still not sure whether a CRM is right for your business, consider exploring the many best CRM systems available and see how they can help you achieve your goals.
Why we need CRMs for small business efficiency
Imagine a world where your team has everything they need to nurture leads, close deals, and delight customers, all at their fingertips. Sounds like a dream, right? Well, that dream becomes reality with CRM for small businesses.
In today's fast-paced business environment, efficiency is paramount:
- Centralized data hub: CRMs act as a single source of truth, storing all customer interactions, contact information, notes, and files in one accessible location. This eliminates the need for multiple spreadsheets and scattered emails, simplifying team communication and collaboration.
- Automated tasks: Free up valuable time for your team by automating repetitive tasks like sending follow-up emails, scheduling meetings, and generating reports. This allows them to focus on higher-level strategic initiatives and personalized interactions with customers.
By investing in a CRM, you're taking a proactive step towards:
- Enhanced sales and lead management: Capture leads from various sources, organize them into a clear pipeline, and track their progress. This allows for efficient lead nurturing, prioritizing follow-ups, and ultimately converting them into paying customers.
- Predictable sales: Analyze historical data and trends to forecast future sales with greater accuracy. This enables better resource management, growth planning, and informed sales strategy decisions.
Make data-driven decisions that propel your business forward:
- Insights and trends: CRMs translate customer data into actionable insights, helping you understand customer behavior, identify trends, and discover what drives sales and customer satisfaction. Identify areas for product development, improve marketing campaigns, and refine your overall business strategy based on these valuable insights.
In conclusion, CRMs are more than just software tools; they are strategic investments that empower small businesses to achieve greater efficiency, productivity, and growth. By embracing the power of CRM, you can streamline your operations, strengthen customer relationships, and unlock the full potential of your small business.
Best small business CRM comparison chart (top 10 highest-rated SMB CRM systems)
Now that you have read the detailed reviews of the best small business CRM software take a quick gander at this table. This will provide the most important information in one spot, so you can make your decision more easily.
Bigin by Zoho
Top free CRM for for small companies
Most Advanced and Scalable CRM for Growing Businesses
Excellent for Beginners and Those New to CRMs
User-Friendly Small Business CRM for Sales Management
Best Small Business CRM for Ease of Use
Best All-in-One CRM Solution for Small Businesses
Monday Sales CRM
User-Friendly CRM for Project-Driven Small Businesses
All-in-One Marketing and Sales CRM for Small Businesses
Great Entry-Level CRM for Small Businesses
Most Simple CRM for Small Business Efficiency
*Pricing starts at
Methodology (How We Tested)
Our organization is committed to delivering unbiased and impartial reviews, maintaining full editorial independence to guide you in making the best decisions for your business. We have analyzed more than 30 different software solutions in our review process, employing extensive and independent testing. We meticulously examine each software, scrutinizing every detail, from its core functionality to user experience and performance metrics. Our approach guarantees that our evaluations are thorough, fair, and, most importantly, reliable, providing you with the trust and confidence you need in selecting the right software for your business needs.
What is the best CRM small business software on the market? Our conclusion
Choosing the right CRM is crucial in steering your small business toward sustained growth and enhanced customer relations. From our comprehensive analysis of the top CRM solutions, remember to prioritize ease of use, scalability, and integration capabilities that align with your business needs.
We recommend starting with free trials or demos to get a hands-on feel for each platform as you consider your options. Your ideal CRM should not only meet your current requirements but also support your business as it evolves. Embrace this opportunity to transform your customer management approach and propel your business to new heights.
Is the software on this list expensive for you? Make sure to check out open-source CRM, which is free of charge. And, if you need software that will help you take care of your connections, we recommend researching the best personal CRM software currently available.
CRM for Small Business FAQs
Is There a Free CRM for Small Businesses?
There’s a wide range of free CRM options for small businesses. Some popular ones include HubSpot CRM, Zoho CRM, and Bitrix24, among many others. These tools include essential features to help small businesses manage their contacts, track sales, and ease communication. We suggest trying them to see which one meets your business needs best!
What is CRM for Small Businesses?
CRM for small businesses can help track their customers and manage their interactions with their customer base. Simply put, CRM stores customer info, helps businesses follow up on leads and ensures they remain organized to build and maintain good relationships with their clients and increase their revenue.
Does Google Have a Free CRM?
Google doesn’t have a CRM. However, you can integrate Google Workspace with other free CRM tools. For instance, you can use Google Sheets to produce a basic CRM system, and a wide array of third-party apps integrate with Gmail and can function as Gmail CRM tools.
How Much Does it Cost to Implement a CRM for a Small Business?
It depends on the CRM chosen, the number of users, and any additional features or customizations needed. Some CRM options offer free plans with basic features, but if you opt for a paid plan for more advanced functionalities, prices can range from around $12 to $100 or more per user per month.
Don’t forget about potential extra costs for data migration, training, support, etc. And if you need a customized solution or industry-specific CRM, expect a different pricing structure.
What CRM is Good for Small Business?
There’s a broad range of CRM for small businesses. For instance, Zoho CRM is affordable and user-friendly, making it great for small businesses, while HubSpot offers a free CRM with essential tools for startups on a budget. However, if you’re looking for a robust and scalable solution for your growing business, Salesforce is a great choice.