Best Small Business CRM Software

Do you think CRM software would be expensive for small businesses? If so, the cost depends on the time, effort, and features they add to the CRM software. Hence, a CRM is not only for large companies. Today, you will find that even an individual or a sole proprietorship uses the best CRM software for small businesses as a secret sauce for transforming them into strong, vibrant, and fast-growing companies. The best CRMs for small businesses offer simple and scalable customer management and enable effective sales, simple and affordable infrastructure, creating social media awareness, customer ...

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List of Best Small Business CRM Software

Pipedrive

Sales CRM & Pipeline Management Software

Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it ... read more about Pipedrive

NA

Contact Vendor

United States

Salesforce Sales Cloud

Build strong customer relationships and grow revenue with a single source of truth.

Salesforce Sales Cloud is a powerful solution designed to streamline and optimize sales processes for businesses. It serves as a comprehensive customer relationship management (CRM) platform, offering features that help organizations manage leads, track opportunities, and close deals more efficiently. With Salesforce Sales Cloud, users can easily organize and access customer information, ... read more about Salesforce Sales Cloud

Available

$25 Per month

United States

Onpipeline

Online CRM & Sales Process Management

Onpipeline is a high-tech CRM software designed to streamline and enhance sales processes for businesses. It serves as a comprehensive solution for managing leads, contacts, and sales pipelines. With a focus on simplicity, Onpipeline enables easy tracking of customer interactions, helping teams stay organized and efficient. Its intuitive interface allows users to manage tasks, appointments, and ... read more about Onpipeline

30 Days

$25 https Per month

Ireland

Act!

Proven CRM and turnkey marketing solution

Act! is a customer relationship management (CRM) software designed to streamline business processes. It helps manage contacts, leads, and customer interactions effectively. Key features include sales pipeline management, which enables tracking of sales opportunities from lead to close. Act! also offers marketing automation, allowing users to create and send targeted email campaigns. The software ... read more about Act!

14 Days

$30 Per month

United States

Copper

CRM platform built for businesses that use Google Workspace.

Copper is a customer relationship management (CRM) tool designed for ease of use, focusing on simplicity and integration with Google Workspace. It automates data entry by capturing and organizing emails, calls, and meetings, keeping customer interactions in one place. Copper's strength lies in its seamless integration with Google apps, making it a natural choice for users already within the Google... read more about Copper

14 Days

$23 Per month

United States

OnePageCRM

Top-rated CRM for Consulting and Professional Services

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales ... read more about OnePageCRM

Available

$19.95 Per month

United States

SugarCRM

A CRM Platform that Customers Love

SugarCRM is a customer relationship management tool designed to streamline business processes. It centralizes customer data, making it easy to access and manage. The platform offers sales automation, enhancing efficiency in tracking leads and opportunities. Marketing tools are integrated, aiding in campaign management and targeting. SugarCRM supports customer service functions, including case ... read more about SugarCRM

7 Days

$26 Per month

United States

Bigin by Zoho CRM

The easiest CRM to manage your customers

Bigin by Zoho CRM is a streamlined and user-friendly CRM solution, designed specifically for small businesses. It focuses on simplifying customer relationship management processes. The software offers essential features like contact and deal management, enabling businesses to efficiently track and nurture customer interactions. Pipeline management is a key feature, providing a clear overview of ... read more about Bigin by Zoho CRM

15 Days

$7 Per month

United States

Nutshell

All-in-one CRM that helps B2B teams close more deals

Nutshell is a high-performing customer relationship management (CRM) software designed to streamline and enhance business interactions. It helps businesses manage contacts, track leads, and nurture customer relationships efficiently. Nutshell offers a centralized platform where teams can collaborate and share vital information. With its intuitive interface, users can easily organize and access ... read more about Nutshell

14 Days

$16 Per month

United States

Less Annoying CRM

All of your contact information in one place

Less Annoying CRM is a user-friendly customer relationship management software designed specifically for small businesses. It stands out for its simplicity and affordability, offering essential CRM features without the complexity and high cost of larger systems. Key features include contact management, allowing users to keep track of their leads and customers; a calendar to manage tasks and events... read more about Less Annoying CRM

30 Days

$15 Per month

United States

Close

The All-In-One CRM for Growing Teams

Close is a dynamic sales engagement CRM designed for small to medium-sized businesses, particularly those with a focus on inside sales. Its core strength lies in its ability to streamline the sales process, providing tools for email, calling, and SMS directly within the platform. This integration enables sales teams to communicate with prospects without leaving the CRM, significantly increasing ... read more about Close

14 Days

$49 Per month

United States

Salesmate

Best Sales CRM Software with Advanced Automation for Teams

Salesmate is an excellent software designed to enhance sales processes for small and medium-sized businesses. Tailored for simplicity, it offers a range of features to streamline customer relationship management (CRM). With Salesmate, users can efficiently manage leads, track sales pipelines, and automate repetitive tasks. The platform facilitates communication by integrating with email and ... read more about Salesmate

15 Days

$23 Per month

United States

Teamgate

The CRM for Sales-Led Growth

Teamgate is an innovative and user-friendly CRM software designed for businesses looking to enhance their sales processes and customer relationships. It offers a streamlined interface that simplifies lead capturing, sales pipeline management, and customer data organization. Unique features include intuitive sales funnel visualization, integrated telephony for direct client communication, and ... read more about Teamgate

Available

$39.90 Per month

United States

SAP Sales Cloud

Improve sales engagements and build relationships that last

SAP Sales Cloud is a powerful software solution designed to streamline and enhance your sales processes. With its user-friendly interface, it simplifies lead management, opportunity tracking, and customer engagement, making it easy for your sales team to focus on what matters most – closing deals. This software also offers real-time analytics and reporting, allowing you to gain valuable insights... read more about SAP Sales Cloud

7 Days

Contact Vendor

United States

Pipeline CRM

A sales CRM platform that offers easy setup, integrations, customization, and intuitive tools.

Pipeline CRM is a high-quality software developed to help businesses organize and manage their customer relationships effectively. It streamlines tasks, keeping customer interactions organized in one central hub. With Pipeline CRM, teams can easily track leads, monitor sales progress, and enhance collaboration. The software offers intuitive features like contact management, deal tracking, and ... read more about Pipeline CRM

14 Days

$25 Per month

United States

PlanPlus Online

The Productivity System For High Achievers

PlanPlus Online is a versatile digital planner and organizer, tailored for individual and team productivity. It features a robust calendar, seamlessly integrating appointments and deadlines. Task management is streamlined, allowing prioritization and categorization. Contact management is efficient, centralizing communication details. The tool also offers goal setting, aiding in long-term planning... read more about PlanPlus Online

7 Days

$15.95 Per month

United States

Kylas Sales CRM

Enterprise-grade CRM - Designed For Your Growing Business

Kylas Sales CRM is an intuitive software tailored for growing businesses. It focuses on streamlining sales processes. It offers comprehensive lead management, allowing businesses to track and nurture leads efficiently. With Kylas Sales CRM, you can easily categorize and prioritize prospects, enhancing sales strategies. Its user-friendly interface ensures a smooth user experience, even for those ... read more about Kylas Sales CRM

15 Days

$155.74 Per month

British Indian Ocean Territory

EspoCRM

Free Self Hosted & Cloud CRM software

EspoCRM is a versatile customer relationship management (CRM) software designed to help businesses build and nurture lasting customer relationships. With its user-friendly interface, EspoCRM simplifies contact management, enabling you to store and access customer data effortlessly. Its robust customization options allow tailoring the system to your unique needs, ensuring it aligns with your ... read more about EspoCRM

30 Days

Contact Vendor

Ukraine

Sage CRM

Manage every customer relationship with Sage CRM

Sage CRM is a comprehensive software solution designed to enhance customer relationship management for small to mid-sized businesses. It excels in streamlining sales, marketing, and customer service operations. Key features include intuitive sales tracking, which helps businesses monitor leads and sales pipelines efficiently. Sage CRM's marketing tools are adept at campaign management, enabling ... read more about Sage CRM

7 Days

Contact Vendor

United Kingdom

CompanyHub

A Sales Automation CRM for Sales Teams

CompanyHub is a versatile CRM software designed to cater to the diverse needs of small and medium-sized businesses across various industries. Its standout feature is the highly customizable interface, which allows users to tailor the system to their specific business processes. The software offers robust contact management tools, enabling businesses to track and organize customer interactions ... read more about CompanyHub

14 Days

$15 Per month

British Indian Ocean Territory

Nextiva

The Connected Conversation Platform for Businesses

Nextiva is a cloud-based communication platform that revolutionizes business telecommunications. Primarily known for its VoIP (Voice over Internet Protocol) services, Nextiva offers a robust suite of features including voice, video, and messaging capabilities all integrated into one platform. A standout feature is its advanced call management system, which allows for efficient call routing, auto ... read more about Nextiva

7 Days

$18.95 Per month

Ukraine

NetSuite

Top Business Management Software

Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcare, Professional Services, Retail, and Wholesale Distribution. Oracle NetSuite offers a unified platform that businesses... read more about NetSuite

7 Days

Contact Vendor

United States

Scoro

Work Management Software For Professional Services

Scoro, a business management software, simplifies work processes with its user-friendly design. Ideal for businesses of all sizes, Scoro integrates project management, CRM, and billing seamlessly. Its intuitive interface allows easy collaboration, helping teams stay organized and efficient. Scoro's powerful features include task scheduling, time tracking, and financial management, providing a ... read more about Scoro

14 Days

$26 Per month

United Kingdom

Accelo

The Client Work Management Platform for Professional Service Businesses

Accelo is a robust business automation platform designed to simplify professional service operations. Offering a unified system, it seamlessly integrates project management, client relationship management, and billing processes. Accelo's strength lies in its ability to automate repetitive tasks, saving time and reducing errors. It empowers teams with real-time collaboration and communication tools... read more about Accelo

7 Days

Contact Vendor

United States

ClickUp

One app to replace them all

ClickUp is an all-in-one project management platform that caters to diverse team requirements. Its user-friendly interface simplifies task organization and collaboration. It also offers customizable views to adapt to different workflows. With features like Docs, Goals, and Time Tracking, ClickUp centralizes tools and eliminates the need for multiple applications. The platform fosters transparency ... read more about ClickUp

14 Days

$7 Per month

United States

Small Business CRM Software Buyer's Guide

Now is a thriving time for small businesses around the world to exist - from a small bakery down the road to a departmental store to a home-based clothing business to a technology start-up.

It is exciting to be a small business owner in this era due to the plethora of opportunities, options, and exposure. However, it is also exhausting, given the multiple hats one has to wear. Whether it is marketing, sales, or customer support, too much is going on every step of the way. While managing these aspects, in the beginning, is pretty much easier, things get complicated as you grow.

So, what do you do?

Simple. Shift to CRM software for small businesses.

» What is CRM Software?

CRM, or Customer Relationship Management, the software is a system businesses use to establish, organize and nurture their relationship with current and prospective clientele. Think of it as a systematic way of connecting with your consumers.

The motive at the core is to maintain & enhance relationships within and outside your organization. Thus, you can expect the software to help manage your customers, as well as your workforce, stakeholders, and vendors.

The tedious tasks of identifying potential customers, converting them, and providing after-sale support and services are no longer complex. And you can retrieve, study, trace and track the journey of your leads or customers from a centralized place.

Not just that, CRMs are also designed to streamline business processes, which, in turn, helps improve your company’s profitability.

And it doesn’t stop there.

Using CRM software for small businesses benefits your business in more than one way. Let’s have a look.

» How CRM Helps Small Businesses?

Whether you are a tech firm, a service store, or a management consulting start-up, a small business CRM system can help strengthen the way you make and maintain customer relationships. For starters, the platform can simplify the lead generation process, which typically eats up a lot of time. It also allows you to segment, track and cater to your leads as per their distinct behavior. At the same time, you can manage the database of your existing customers without any hassles.

In both cases, though, the customer service and support shoot up big time. Since you have handy data on your client/prospect’s history and preferences, the communication becomes more direct, personalized, prompt, and smoother. Such a proactive problem-solving attitude makes a positive impression on your brand. And results in increased customer engagement, satisfaction, and retention.

Moreover, a CRM system helps you discover and make the most of business opportunities arising out of client referrals. It also simplifies process management for your employees and provides seamless communication, enhancing overall productivity. What’s more? The system promotes optimum resource utilization while reducing sales costs.

Now that you know how a small business CRM platform benefits you, it’s time to check out the features that make the system a must-have tool for small businesses.

» What are the Features of Small Business CRM Software?

While different CRM software would most probably offer a diverse range of features, the following are the common features to find in a top-rated CRM for small businesses:

› Lead management

An integral part of every best small business CRM tool, lead management empowers your sales teams to recognize the right leads with high chances of conversion they should focus on at the right time. The system uses multiple preset factors, such as prospect demography and previous interactions, to provide their accurate positioning in your sales lifecycle. Furthermore, you can manage these leads and assign them to your team members for distribution, persuasion, or re-engagement purposes accordingly.

› Contact management

The contact management feature of any CRM for a small business refers to the ability to manage the ever-growing list of contacts, categorize them into groups and serve them as per their needs and choices. Not only that, you can find any of your contacts, both business and individuals, in one place in a matter of mere seconds. That means no need to lose your time (and mind) over those thick diaries and strings of spreadsheets anymore!

› Campaign management

With the campaign management feature, you can run every campaign - right from the beginning till the end - from a single platform. Whether it is initial planning, resource allocation, scheduling, or analytics on ROI, a CRM system includes all the tools to make your campaigns more effective & successful. Also, most of these solutions provide you with complete control of defining user access controls.

› Marketing automation

Targeting the right prospects can be difficult at times, and that’s where marketing automation can help. It enables you to target the right audiences that may be actively looking for the services/products you offer with a more strategic and powerful approach. Moreover, the terms & control for which segments and aspects of your marketing efforts should undergo automation remain with you.

› Email management

A majority of small business CRM systems come with built-in email management capability so that you don’t miss any crucial emails or keep switching between different email clients. Such a function allows your team to organize and access their emails from a single place. There is usually a wide range of email templates available to help you get started right away. You can also merge it with your calendar to schedule a meeting with your prospects, clients, and suppliers.

› Sales forecasting

For any business to grow, it is critical to set goals and measure them from time to time. And sales forecasting allows you to do just that. You can use this capability to predict sales for the next quarter or a specific period realistically. This data then comes in handy to evaluate the actual results of your efforts and make necessary changes in your processes and approach in the future.

› Mobile CRM

As everyone is constantly on the move in this fast-paced tech era, it completely makes sense to handle your customer relationship management needs on the go. That’s why most of the best CRM software for small businesses offer mobile compatibility. From accessing vital alerts about your campaigns and sales goals to viewing and analyzing data for strategizing, you can do it all, no matter where you are.

› Social media management

Monitoring and managing your organization’s social media accounts have become a significant part of acquiring and maintaining customers today. And that’s the reason many leading small business CRMs come with built-in social media management. Using such a feature, you can create a more effective social media strategy, carry out social listening & posting duties, understand your target users, and respond to customers and inquiries promptly, in real-time. Besides, you can also track your brand mentions & traction easily.

› Sales force automation

Automating your tedious sales process in part or full is something you can expect from a powerful CRM system for small businesses. Whether it is a follow-up response to a client/prospect, organizing data, or scheduling calls to vendors, the software offers everything to help up your sales figures. Moreover, it makes way for you to automate your routine tasks to save time and resources.

› Dashboard and reports

Every high-performing small business CRM tool comes in with a user-friendly, intuitive dashboard that provides an overview of your process quickly at a glance. From documents to campaigns to stats from the last marketing effort to internal groups & communication, all the key information is right in the front. Apart from that, CRMs provide you with accurate insights into your processes and KPIs in real time, along with customizable report generation functionality.

› Workflow, approvals, and tracking

Thanks to a customer relationship management system, your small business can streamline its workflow and bring together disparate teams hassle-freely. Since a single platform lets you collate, manage and access data whenever you need, as a team, you’re always aligned with robust collaborative tools. Plus, there is smoother, uninterrupted file sharing & communication internally and with external stakeholders, making way for faster work designation and approvals. Additionally, you can keep a tab on components, such as your contacts, leads, data, and sales funnel, to help improve your operations consistently.

› Third-party integrations

Being a small business, you might already be using other business tools for a variety of purposes, like accounting and human resources. Thus, leading CRMs to offer third-party integrations, eliminating your need to juggle between different software solutions while ensuring your business operations remain as efficient.

› Customizations

Since every business, small or large, has its own set of goals, processes, and limitations, there is no one-size-fits-all CRM solution. That’s why you will find enough options to customize the software as per your distinct requirements. From ready templates to access controls to dashboards and reporting tools, you can make the CRM adapt to your current workflow rather than the other way around.

» What are the Benefits of Small Business CRM Software?

Using a CRM system for your small business brings in a host of benefits. Let’s discover what those benefits are in detail:

› It becomes a centralized hub for your data

Whether it is previous client interactions or vendor details, the best small business CRM systems would keep all your information in one place. That way, all your teams, be it marketing, sales, or customer support, get to access the data they need instantly. The result? You are not only able to save time and resources but also improve your future marketing & sales strategies. At the same time, the customer gets a better experience all along.

› It enhances team collaboration

No matter the size of your business, you can only succeed if your different teams are aligned at all times. That requires seamless collaboration, which small business CRM apps offer you by default. Whether it is file sharing, keying in information about a particular client interaction, assigning work, or communicating with your teammates over chats, the software offers everything you need to function as a close-knit team.

› It increases overall productivity

Thanks to small business CRM tools, everyone in the organization is in line with what steps they need to take next. The dashboard provides precise status about your workflow at any given time. Tasks are always assigned to the right employee. And no deadline is missed. Such a balance in the operations enhances employee engagement and involvement, both at an individual and team level, which, in turn, increases the organization’s overall productivity.

› It helps scale your sales

With an efficient CRM system for small businesses, you can generate leads with high conversion potential. Besides, you get to focus on the right leads at the right time with the right information. This kind of strategic targeting, in a consistent manner, helps convert more leads into customers, which eventually results in increased sales revenues.

› It improves client support

From customer demographics and previous purchases to recent interests and communications, a CRM system gathers and keeps all this data from across channels in one place. That enables your disparate teams to promptly solve consumers’ problems and furnish the information they require faster. Moreover, it opens up avenues for seamless personalization, making the customers feel valued while taking your customer support efforts a notch higher at the same time.

› It boosts client satisfaction and retention

Through CRM, you can achieve the right blend of targeted contact outreach, sales pitches, and prompt customer support, all of which, together, help create a strong positive image of your brand in the consumers' minds. As a result, customer satisfaction shoots up, and they want to keep coming back to the products/services you are offering over and over.

› It automates routine tasks

CRM solutions for small businesses are developed to offer the latest technologies, such as automation, to ease the burden on your workforce. It allows you to automate your mundane, repetitive tasks, including data entry, task allocation, and report generation. While that ensures the absence of human errors from your records, it also frees up your employees’ time to concentrate on more critical tasks.

› It fosters effective decision-making

Using a small business CRM app, you can monitor your KPIs, performance, and goals in real time. Not just that but you get to generate accurate, customizable analytics and reports about your processes and pipelines. Access to such precise, real-time data aids your decision-making skills, which helps meet business objectives.

› It streamlines business operations

Most of the leading CRM systems for small businesses offer third-party integrations, for instance, human resources and accounting tools. That way, it becomes possible for you to optimize and streamline otherwise disparate business operations without losing your distinct processes, quality standards, or efficiency.

» How to Choose the Best Small Business CRM Software?

Choosing one solution out of the long list of solid CRM tools for small businesses is easier said than done. After all, it is either going to make or break your business. There are multiple things you need to consider. What are those components? Let’s take a deep dive.

Steps to choose the best small business CRM system:

› Understand your requirements

Every small business has its own set of requirements, processes, and goals. That’s why a CRM yielding great performance for one business may fail for the other. Hence, it is critical to first identify your distinct requirements and list out your expectations from the software. That greatly helps you narrow down your options.

› Analyze what you need: cloud-based CRM or an on-premise one?

A majority of customer relationship management software is available as a cloud-enabled system as well as on-premise solutions. For some small business organizations, going cloud can be too expensive, while for some it may be the perfect solution. So before buying a CRM, determine what type complements your current organizational structure.

› Explore your options

There are different types of CRM systems available in the market, for example, collaborative, analytical, and operational. Each has its advantages and disadvantages. To get the most out of your CRM software, you have to gauge which type of CRM will serve your purpose without altering your present business workflow.

› Study and compare the CRM features & functionalities

While surfing the internet to find your best-fit CRM tool for small businesses, you will come across multiple options. Each of those options offers a diverse range of features and functions. So, how do you choose? Simple. Take note of the features every system has on offer and compare them with the list of your business requirements. Keep eliminating the ones that do not fit your needs right away.

› Look for flexibility and scalability

A small business is not going to be small forever. There would be growth, regardless of the industry. In this case, it makes sense to opt for a system that can handle your growing CRM needs without compromising on processes or performance. At the same time, ensure that the CRM you choose is flexible enough to adapt to your unique business processes - not the other way around.

› Check the available integrations & customization options

Does the small business CRM system offer third-party integrations with other business tools? Is there enough room for personalization? Finding answers to these questions is crucial to select the ideal CRM for your small business success. Both of these factors come under a must-have list you should never compromise with.

› Enquire about post-sale support and training

Post-purchase support is as important as the software’s inherent features, if not more. The last thing you want is to get stuck using the system and have no means to rectify it in the middle of your conversion process! That’s why you must get clarity from the vendor about their after-sale support and services. Besides, don’t forget to ask the vendor about the learning curve and whether they conduct training sessions. And if both the support and training are covered under the CRM software cost.

› Don’t forget the cost

Like any other thing in the world, the cost of the software plays a key role in the software selection process. Some systems may be cheap but offer poor performance while some may provide great functions at a higher rate. Since every small business has its budget, it is wise to outline your budget and shortlist the systems that fit the buckets of both your price limitations and requirements.

› Opt for a free trial first

Nearly every CRM software for small businesses comes in with a free trial. The days of the free trial may vary from 7 to 14 to 30 days, depending upon the vendors. But since free trials and free versions are available, it is only apt to first see the system live in action before you shell out your hard-earned money.

› Gather vendor reviews before saying a “Yes”

What do the current and past customers of the CRM software you are planning to choose have to say about the system and the vendor? Look up, gather and analyze the reviews and ratings from multiple sources before signing the check. There are many leading software review sites out there to help you make a wise decision.

» How Much Does Small Business CRM Software Cost?

The pricing of small business CRM software varies from vendor to vendor. You will find free small business CRM software, low-cost CRM software, and premium ones, too, on the market. Each of these packs in a unique bunch of offerings, performance capabilities, and limitations.

To give you a rough idea, a small business CRM tool can cost you as low as $10 a month per user or as high as thousands of dollars per month/per user. In the end, it all comes down to the features you want in the system and your business goals and requirements.

» Conclusion

Running a small business is both exciting and challenging. While you may be able to manage multiple operations on your own easily in the beginning, things get chaotic as you grow. Especially when you’ve multiple clients and teams to handle. That’s when a small business CRM software system can come to your rescue.

From getting your contacts, leads, and data organized in one place to providing instant access to information to improving your sales and marketing efforts to improving collaboration among your teams, the software streamlines processes in ways you never knew you needed. After exploring the features and benefits of CRM for a small business in this guide, it will become simpler for you to choose the best-fit one for your organization.