With so many different customer relationship management (CRM) systems out there, finding the best fit for your small business can be challenging. You know you want software to help you manage interactions with existing and new potential customers, but you need to figure out which system is best. In this post, I'll help you make this choice easier by sharing my insights on the best CRM systems for small businesses to organize, automate, and synchronize your customer interactions across your customer service, sales & marketing, and technical support teams.
What is a CRM for Small Business?
A CRM for small businesses is a type of customer relationship management software that is specifically designed to fit the needs and budgets of smaller enterprises. Key features include a contact information database, automation to reduce time-consuming tasks, and integrations with other sales, marketing, and customer service tools to help you optimize your business operations across departments.
Small businesses can use CRM software to enhance their customer interactions, improve their customer service, and enhance their sales and marketing efforts using data-driven insights and analysis. By reducing time-consuming tasks, CRM systems also help to improve efficiency, giving your teams more time for other important tasks such as identifying and nurturing leads and improving their customer relationships.
Thryv is an all-in-one business management suite that helps business owners expand their online presence, improve customer relations, and streamline payment processing. The software includes an integrated CRM, invoicing, marketing automation, and automated reminders.
Using the appointment booking module, managers can organize sales team schedules, sync calendars, and book meetings. Using the Thryv CRM, managers can get detailed insights into contacts and a customizable view of all leads. The software also helps load, find, and filter contacts from a single dashboard. It’s also possible to add custom fields for finding, filtering, tagging, and tracking contacts.
This tool integrates with major platforms such as Gmail, Slack, and MailChimp.
Thryv offers customized pricing on request.
Salesforce CRM is a cloud-based platform that helps small businesses build relationships, increase sales, and improve customer service. It stores customer data in the cloud, allowing all company departments to access customer information from any device or location. This enables different departments to share data quickly and easily, making it easier to provide customers with the best possible experience.
The CRM allows users to create personalized campaigns tailored to each customer’s interests based on their profiles. This helps them target their marketing efforts more effectively and make more informed decisions about product development and pricing strategies. The software lets users track customers’ buying habits over time to anticipate their needs before they even ask for them. Users can track every interaction with each customer across multiple channels, such as phone calls, emails, web chats, and active opportunities, all in one place.
Salesforce CRM provides analytics tools that let small businesses view vital metrics such as the revenue generated by individual customers or campaigns—information essential for understanding customers better and improving strategies accordingly. The platform enables users to capture leads from multiple sources, including web forms, email campaigns, and social media networks like Facebook and Twitter. With the lead scoring feature, companies can prioritize the leads most likely to convert into customers.
Monday.com's sales is a fully customizable CRM platform that helps businesses centralize client communication, automate sales processes, and gain a comprehensive overview of deals. It is recognized for its extensive automation capabilities, data visualization tools, and a low-code/no-code environment that supports highly customizable sales pipelines, aiming to improve productivity and manage the sales cycle effectively.
I chose Monday sales CRM for small businesses due to the number of unlimited capabilities it offers in its basic plan. In addition, its extensive customization options allow you to tailor the tool to your specific needs. Plus, all of it happens in one place, offering practicality and efficiency for small business operations.
The Monday sales CRM tool integrates email sync and tracking, allowing users to monitor email interactions within the platform. It employs AI to assist in composing emails, offers advanced HTML editing for precise email customization, and provides templates for consistent branding. The CRM also supports personalized mass email campaigns and robust activity management, including tracking sales activities and managing team goals. Performance metrics are accessible through custom dashboards and forecasting tools, while data organization features include lead capturing and no-code automations for task automation.
Finally, it offers a range of integrations, including popular tools such as Outlook, Slack, Google Drive, and Trello, which facilitate project management and team collaboration. Additionally, an open API is available for you to build custom connections with your current tech stack.
Zoho CRM is a customer relationship management platform that provides users with visibility and control over their sales pipeline. Small businesses can benefit from its robust feature set and functionality, which includes contact management, marketing automation, and customer support tools.
The software's lead management module brings leads your sales funnel with smart web forms, website visitor tracking, live chat, and social media integrations. Your sales team can then benefit from its built-in lead scoring and distribution rules. Zia, the platform's AI-powered sales assistant, can predict the best time to contact customers, and scans your emails for urgency to alert sales reps when they need to prioritize follow-ups.
Analytical widgets including charts, KPIs, target meters, and funnels are all included in the software's customizable dashboards. You can create detailed reports by filtering data by deal stage, name, or time. Reports can be exported as Excel, CSV, or PDF files, and you can embed dashboards into your website or share them on your Slack channel.
Integrations include Google Workspace, WordPress, MailChimp, Evernote, Unbounce, and over 300 more. Paid plans start at $14/user/month, and a free version is available for up to 3 users.
Freshworks is a popular business software package designed to support a range of business activities. The suite includes tools to help manage sales, marketing, and customer service functions. The Freshsales CRM element helps you close deals faster by providing a 360-degree view of customer engagement.
You can get insights into customer interactions to deliver personalized experiences, as well as leverage data to drive revenue. The software is designed to facilitate conversations with context and automate time-consuming tasks. You can also use AI-powered chatbots to engage with visitors in real-time and capture visitor information using customizable web forms.
This tool integrates with apps such as Facebook, Slack, Mailchimp, Zapier, Office 365, and Google Apps.
Freshworks CRM costs from $15/user/month. A 21-day free trial is also available.
Capsule is a cloud-based CRM suite that helps business manage their sales pipelines. Features include a ticket management module, tasks, and notifications. The software can be customized to meet specific business needs. You can add custom fields, tags, and branding.
Milestones can be added to each pipeline stage, with each milestone linked to a success criterion. This data is then used to generate revenue forecasts.
This tool integrates with many leading business solutions, including Gmail, Outlook, and MailChimp.Capsule CRM costs from $18/user/month, and a free 30-day trial is available.
Copper is a CRM system that’s designed to be easy to use. Thanks to native integration with Google Workspace, Copper automatically logs all your emails and other interactions. You can also view all details from past email threads, previous interactions, and tasks in progress.
All this can be done from the central dashboard. Copper sends reminders to keep sales reps on top of required activities. This ensures that follow-ups are executed effectively to maximize sales.
This tool integrates with Google Workspace, MailChimp, Slack, Dropbox, and many other popular business apps.
Copper costs from $29/user/month, and a 14-day free trial is available.
Hubspot Sale Hub is a CRM software owned by Hubspot, who also offer popular tool suites for marketing, customer service, content management, and operations. This means that they are incredibly scalable and can be customized to meet your business needs as you grow. Currently, Hubspot is used by teams from companies like Reseller Ratings, Casio, Legal Zoom, Wistia, and Zapier.
Key CRM features include an email template builder, email tracking, document management, AI-powered conversation analysis, call tracking, sales automation, a meeting scheduler, live chat, and customizable quotes.
Hubspot Sale Hub is a great CRM for small businesses because it offers some free tools to get you started and is incredibly easy to use. Hubspot Sale Hub integrates with Wistia, Databox, Seventh Sense, Zerys, PandaDoc, Aircall, Eventbrite, and dozens of other apps. Plus, they are always expanding their options.
Hubspot Sale Hub offers some free tools, like chat, team emails, and customizable quotes.
Paid plans start at $45/month (billed annually) for 2 users.
TigerLRM is a CRM solution that includes sales enablement, plus features such as content management, training, and coaching. The platform includes a unified communications tool for engaging prospects without leaving the TigerLRM interface.You can create pre-populated emails and manage lead scheduling efforts from a single dashboard.
The reporting and analytics module allows you to create leaderboards and sales pipelines, encouraging sales teams to focus on closing deals. Using the AI engine, you can search and filter data to see the most recently touched lead or opportunity.
The core TigerLRM software is free, with premium add-ons available at prices starting from $10/user/month.
NetSuite CRM is a comprehensive solution for managing customer data and interactions. Its robust features and functionalities and its extensive customization options make it a top choice for businesses looking for a bespoke solution. The platform provides a wide range of capabilities, including contact management, lead tracking, opportunity management, and sales forecasting. It allows businesses to centralize customer data, track interactions, and gain valuable insights to improve customer engagement.
This software is designed for the needs of small and large businesses alike. Because of its vast functionality and overall customizability, it's well-suited to the needs of organizations that are growing quickly. The scalability of the platform also sets it apart from other CRMs designed more specifically for small business needs.
NetSuite CRM integrates with other software products including Mailchimp, Box, Zendesk, Hubspot, Bill.com, Rippling, A2X, Handshake, DataServ, OnPlan, Bamboo HR, Twilio, Cleo Integration Cloud, and more.
Pricing starts from $999 per month, and a free demo is available.
Best for CRM data visualizations
Best for easy performance tracking
Best for automating sales growth
Best for detailed customer and prospect insights
Less Annoying CRM
Relationship management software offering simple systems that are easy to use and understand
Cloud-based, open-source CRM for better customer interaction
Bigin by Zoho CRM
Pipeline-centric CRM for small businesses
CRM designed for Outlook users
Best for better sales conversations
Sales engagement and automation platform
CRM that’s part of a suite of 35+ business tools
More affordable version of the world’s most popular marketing hub
Low-cost, feature-rich sale CRM for any small business owner
What do I look for when selecting the best small business CRM software? Here’s a summary of my evaluation criteria:
- User Interface (UI): I look for a tool that busy sales reps and executives can get to grips with quickly.
- Usability: I expect people to find the software intuitive to use, with all the important features at their fingertips.
- Integrations: I’m seeking pre-built integrations with the most popular sales and business software.
- Value for $: I look for CRMs that make economic sense for both small and large organizations on a cost-per-user basis.
CRM for Small Business: Key Features
Here are the core features I expect to see in any CRM:
- Contact management: Recording, tracking, and managing all business contacts throughout the sales life cycle.
- Lead management: Organizing and prioritizing leads so that qualified leads rise to the top and are followed up promptly.
- Reporting and dashboards: Providing detailed reports covering activity, sales figures, and individual sales rep performance.
- Workflow automation: Automating processes such as deal management and email follow-ups.
- Email marketing: Facilitating regular communication with leads and customers and tracking the results of campaigns.
- Sales forecasting: Predicting future sales based on past and present data or trends.
- Territory management: Assigning leads or accounts to particular agents, based on geography, product, industry, or account size.
- Customization: The ability to create unique fields or pipeline stages according to the needs of a specific sales process.
- Cross-platform compatibility: Support for the most popular desktop and mobile operating systems and platforms.
- Document management: Collecting, uploading, sharing, and storing files in a centralized location for easy access by all team members.
You might also like: Best Customer Service for Small Business.
How Do CRM Systems Help Small Businesses?
Nurturing relationships with customers and prospects is vital to growing a successful business. CRM systems are designed to help you get the most from your contacts, and assist you in qualifying leads, building relationships, and generating additional revenue.
As a small business, you might think that you can't afford yet another new tool. But keep this in mind: the median ROI for a CRM is $8.71 for every dollar spent! A great CRM will pay for itself over and over again.
What Do You Think About This List?
Is your favorite on my list of the best CRM software? Or did you discover a new tool that may be just perfect for your business? Let us know in the comments; we always love to hear from readers.
I also recommend you check out our article on the best customer relationship management software. You’ll find more great tools to consider there. Plus, it’s a good idea to sign up for our free newsletter. That way, you can stay updated with the latest developments in the CX world.
The world of small business CRM software changes fast, with new tools and upgrades being announced frequently. We’ll keep you ahead of the curve, so you have the tools needed to scale your sales revenue to the moon.