19 Best CRM For Small Business To Help Manage Customer Relationships [2023]

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. 

Pipedrive allows you to see your entire sales pipeline at a glance. You can update deals by dragging and dropping them into place or customize your pipeline to match your sales cycle. You can also collaborate with colleagues on deals and activities, share updates on sales activities, or schedule reminders.

You can filter, segment, and categorize leads to create targeted follow-up lists and see a complete history of all calls, meetings, emails, and notes. Getting detailed reports on sales and key activities or tracking progress against goals is also easy. The software also forecasts sales and revenues, with totals recalculated as deals progress.

This tool integrates with many business applications, including G Suite, Outlook, Trello, Asana, Slack, HubSpot, Zapier, Zoom, and Zoho.

Pipedrive costs from $12.50/user/month, and a free 14-day trial is available.

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.

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.

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.

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.

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.

ClickUp is a cloud-based project management tool that includes sophisticated CRM features. These help you organize and grow customer relationships using tracking, data visualizations, and email. You can organize accounts in a list, Kanban board, or in tables for easier data entry. Dashboard widgets make it easy to visualize all your customer data in one place.

You can also integrate emails with ClickUp to eliminate silos, collaborate on deals, send project updates to clients, and onboard clients with a single email. Links can be added between tasks and documents to ensure that everything is tracked correctly.

This tool integrates with many popular platforms, including Slack, Integromat, Gmail, Zoom, Harvest Time Tracking, and Unito. ClickUp costs from $5/user/month.

A free trial is available.