Greatest Small Business CRM Software
Think about your social life. Your friends, household, office colleagues, gym partners, etc . Whoever you consider a part of your life.
Perhaps you have noticed how you’re nearest to people you are in regular contact with?
Managing a successful small business operates likewise.
Here, your social life is your small business, while your friends and family are your clients. If you want to grow your business, you have to stay in touch with and keep track of your customers.
You can use customer partnership management or CRM software to maintain and manage clients and potential customers in a way that keeps you free to focus on various other aspects of your business.
Given the crucial role of the CRM in a company’s achievement, choosing the right software that offers all of the necessary features and benefits becomes vital.
In this guide, we’ ll explore the best small business CUSTOMER RELATIONSHIP MANAGEMENT software to meet your little company’s needs efficiently.
The Top 5 Best Small Business CRM Software
- HubSpot CRM – Best for Cross-Platform Communication
- Freshworks CUSTOMER RELATIONSHIP MANAGEMENT – Best for Lead Generation and Management
- Zoho CUSTOMER RELATIONSHIP MANAGEMENT – Best Mobile-Friendly CRM
- Salesforce CUSTOMER RELATIONSHIP MANAGEMENT – Best for Advanced Customization Options
- Pipedrive CRM – Best for Email Marketing
Let’s now discuss each software in more details to help you find the perfect fit for your company.
#1 – HubSpot CRM – Best for Cross-Platform Communication
- Leading CUSTOMER RELATIONSHIP MANAGEMENT platform
- Powerful free-forever version
- Great for teams of any size
- Easy, powerful integrations
Try it free!
Any best small company CRM software list would be incomplete without HubSpot CRM.
It provides plenty of the tools small businesses and startups require to track and manage contacts and give them an entire overview of the sales pipeline. In fact , the platform was designed with regard to small and complex product sales teams.
The CRM includes useful features such as HubSpot Marketing synchronization, the drag-and-drop communicator, tracking plus scheduling, deal and task board, company database, plus email integration.
What makes this even better is certainly these features are a section of HubSpot CRM’s free version. So you don’t have to spend a penny to take your business to the next level.
It comes with a full-on inbound marketing tool that helps a person enhance your email marketing and article writing efforts. Plus, you can take care of workflows to improve project administration or find out if your customers have opened your emails.
HubSpot CRM makes it easier to communicate with clients in real-time. You can build strong relationships with leads and customers through one-on-one conversations thanks to the included free tools for live talk, boards, and team e-mail.
It also includes a universal inbox where your own sales, marketing, and customer service teams can manage and reply to all conversations no matter your customers’ messaging channel.
HubSpot CRM’s base plan is completely free. Nevertheless , you can buy add-on packages and additional features, starting at $50 per user per month.
#2 – Freshworks CRM – Perfect for Lead Generation and Management
- User-friendly interface
- Built designed for lead cultivation
- Set up multiple pipelines
- Unlimited contacts
Sign up these days!
Previously called Freshsales, Freshworks CRM is an extremely robust software for small enterprises that offers lots of customization and information storage options.
It’s incredibly user friendly and has a sales-oriented technique complete with all the features you should maximize conversions.
You can use the tools for reliable business lead capture and monitor all your potential customers effectively. Moreover, the application comes fitted with an AI-based lead scoring system that helps you make smarter options and pursue leads that are most likely to convert.
Freshworks’ dashboard provides you with instant access to contact management, reviews, emails, phone calls, and more in order to streamline the various aspects of the sales process. It helps you improve your sales, gain essential business insights, and prioritize pipeline opportunities.
If you have a diverse product mix, you’ll be happy to know you can have up to ten separate pipelines. Although the amount of integrations is limited, the software offers native integration with some of the most popular third-party apps and services.
There are four paid plans ranging from $29 per user per month to $125. Each plan allows for unlimited contacts.
#3 – Zoho CRM – Best Mobile-Friendly CRM
- Great automation features
- Best mobile apps for a CRM
- Free rate + low-cost plans
- Customizable for your needs
Try it at no cost!
Zoho CRM has an easy-to-use interface, customizable modules, automation, and social networking features perfect for small businesses. You obtain a powerful set of marketing and sales features with online efficiency tools and SaaS apps.
As a small company, your manpower is limited, which explains why Zoho’ s sales and workflow automation functions are such a hit. For instance, you can use its automation features to cover lead generation and contacts, balances, and deals management with out extra help.
This software eliminates repetitive and tedious manual tasks, enabling your team to focus on establishing long-term relationships with clients. Also, it improves the accuracy of other critical processes like reinforcing efficient leads, contacts, generating potential clients, and deal management.
Zoho CRM includes highly-rated mobile applications meant for iOS and Android devices. It protects all your data through encryption, two-factor authentication, IP restrictions, and review logs to ensure your data remains uncompromised. These features make it ideal for small businesses with clients who primarily use mobile devices to interact with you.
You can also integrate the woking platform with other marketing tools you’re already using to catch leads through social media, provide customer support using built-in lifestyle chat, and segment website visitors.
Zoho CRM provides five plans (billed annually):
- Free of charge — Forever free up in order to three Users.
- Standard Edition — $12 per user per month
- Professional Edition — $20 per consumer per month
- Organization Edition — $35 per user per month
- Ultimate Edition — $45 per user per month
#4 – Salesforce CRM – Great for Advanced Customization Options
- Industry-leading CRM
- Incredibly easy to customize
- Deep insights and reporting
- Boost sales team productivity
Sign up these days!
Salesforce will be hands-down one of the most widely used CRMs on the market.
It’s a powerhouse that provides considerable sales and marketing strategies to highlight top leads and identify wins and loss concerning customer transactions. Additionally you get separate systems for cloud-based analytics, service, community, and marketing.
Salesforce can help maximize your revenue with its advanced feature providing.
It is flexible and fully customizable, which, with its intuitive interface, helps clear the product sales funnel faster. It addresses every stage of the customer lifecycle. And the pricing is usually reasonable for smaller companies.
It has a unique AppExchange feature that can improve your sales team’ s general productivity. You can use it to create reports, forecast sales, and territory models.
The opportunity management feature gives you insights and opportunities, while contact management allows you access to your customers’ activity background, discussions, communications, and social mentions. The sales cooperation module helps you keep track of plus verify sales information.
Recently, Salesforce acquired cloud-based software called Evergage that enables users to collect, evaluate, and respond to user habits on their websites and internet applications in real-time. This has given Salesforce direct access in order to Evergage’ s advanced synthetic intelligence technology. So we can expect users to benefit from the advanced predictive features soon.
Salesforce CRM offers four completely customizable plans:
- Essentials — $25 per user per month
- Professional — $75 per user per month
- Enterprise — $150 per user per month
- Unlimited — $300 per user per month
#5 – Pipedrive CRM – Perfect for Email Marketing
- Easy-to-learn visual UX
- Great for inbound marketing and advertising
- 150+ integrations and open API
- Boost sales-marketing alignment
Pipedrive’s cloud-based CRM for small enterprises drives the sales process and keeps track of contacts. It offers solutions for generating leads and managing pipelines and contacts to keep you along with deals.
The woking platform has a highly visual and straightforward user interface designed to assist you to move the customer down the product sales pipeline and finalize deals.
You can sync Pipedrive with your email service provider, like Outlook, Gmail, and so on, then sync emails as far back as six months. The emails will be linked to the respective people, organizations, and deals once the sync is done.
Sharing connections with other team members is incredibly easy, too. You can use the software‘s email features such as cold email templates and group email (up to 100 contacts) to save time.
Pipeline’s application marketplace has over a hundred and fifty third-party tools you can integrate for extra capabilities. Developers can utilize the system’s open API to build custom features and integrate with other software.
Pipedrive CRM offers four prices tiers:
- Essential – $9. 90 per user per month
- Advanced – $19. 90 per user per month
- Professional – $39. 90 per consumer per month
- Business – $79 per consumer per month
How to Find The Best Small Business CRM Software For You
The only way to find the best small business CUSTOMER RELATIONSHIP MANAGEMENT software to invest in is to understand what to look for. It’s obvious to actually want software that’s easy to use and fits your budget, so we’ll focus on other criteria.
Here are a few other factors to consider when researching the right CUSTOMER RELATIONSHIP MANAGEMENT for your small business.
With the ongoing pandemic and lots of workforces being remote, getting a cloud-based CRM is vital for every small business. This way, you and your team will be able to access client information and other crucial data from anywhere and at any time.
Cloud-based software is quicker, more secure, and offers seamless incorporation with other applications. All of this can ensure your business keeps thriving.
It would be better yet if you can get a mobile-friendly CRM to boost your team’s productivity levels. In fact , Nucleus Study found that 65% associated with companies exceeded their product sales targets after adopting mobile-friendly CRMs.
Personalization & Automation
You like doing things your own way. Try to look for CRM software you can tailor according to your particular needs.
You should prioritize customization features where you can modify contact and opportunity fields, among other things, to improve your operations. Flexibility and personalization are key in order to utilizing a CRM and using it to the best degree probable.
Workflow and follow-up task automation are helpful features that make some tedious tasks less time-consuming for you. A CRM with automation features will make your entire business more productive. Being able to personalize those automations is equally as important.
Integrations & Compatibility
Consider the features you need in your CUSTOMER RELATIONSHIP MANAGEMENT software to be productive. You need to understand your CRM is NOT just a contact list. It should incorporate lead generation with marketing and product sales, too.
Discover software that can store brands, email addresses, phone numbers, and even social media marketing links. Some CRMs also scan through social media information to analyze whether a specific contact fits your ideal client profile.
For example , interaction tracking will help you quickly manage relationships by understanding the contact history of a person along with your business. On the other hand, deal management creates pipelines to track outreach, deals, and negotiations.
A good CUSTOMER RELATIONSHIP MANAGEMENT should facilitate and work seamlessly with all other systems a person already use. It’s the only way you can stay at the very top of the customer journey. For instance, if you utilize an email marketing service, free lead generation software, WordPress, and a social media tool, your CRM software program must support these integrations for a seamless customer experience and internal process.
Vendor Customer Support
As a small business, you probably don’t have a dedicated IT section at your beck and contact. That’s why you should ensure your own prospective CRM software arrives backed by efficient customer care.
It would be perfect to can get round-the-clock service to help ease the software’s learning curve, resolve technical problems, or answer questions if you get stuck.
Running a business is hard, but using the right tools will make it easier. Small businesses especially need such tools for better results with fewer people.
CRMs allow you to function smarter. You can register your online presence, create engaging content material, and most importantly, establish a solid one-on-one dialogue with your customers–all from a single tool.
Check out our best small business CRM picks, and then make a selection based on your specific needs. Remember to stay consistent and operate with an open mind. In the end, successful businesses weren’t built overnight.