Until recently, customer relationship management (CRM) software was mainly geared towards enterprise-level companies. Fortunately, that’s no longer the case. Many platforms now also offer plans for startups and local retailers. However, because of that shift, finding the best CRM for small businesses can be overwhelming.
A reliable CRM system should help you centralize your mundane admin tasks, close more deals, and improve customer communication. Also, you should be able to access some sales pipeline and marketing automation features to save time and improve business efficiency.
This article will give you an overview of five of the best CRM systems for small businesses. The companies we’re about to present are affordable or free, so there are solutions here for even the most budget-conscious users. Let’s dive right in!
- 1 Best CRM for small businesses
- 2 Which is the best CRM for small businesses?
Best CRM for small businesses
Now that you know what a good CRM should have, let’s look at five excellent alternatives. Each of these options will help streamline your workflows, so the one that’s the best fit for you will at least partly depend on what kind of extra services you need.
HubSpot is a popular CRM provider with powerful marketing tools. It enables you to increase leads, accelerate sales, streamline your customer service, and even build a website. Although the free version doesn’t offer a full set of features, it’s still a solid option that will help you manage everyday business activities.
HubSpot gives you useful tools to boost your sales, marketing, and operational efforts. You’ll be able to assign tasks, manage workflows, and keep track of all your team’s customer interactions. Plus, you can easily integrate it with Google Workplace (G Suite), Office 365, or Zapier to maximize efficiency.
The free HubSpot CRM comes packed with features such as:
- A visual account dashboard
- Pipeline management
- Email marketing tools
- Scheduling tools
- Landing pages
- Ad management
- Ticketing and live chat
- Productivity tools
If you don’t find the free version robust enough or require more customization options, you can go for the Starter plan. Pricing starts at $40 per month for up to two users and includes simple automation tools.
Salesforce is a robust CRM system that gives you access to many advanced features. You don’t need to be a large enterprise to take advantage of its robust marketing automation, eCommerce, and reporting tools. You can track assignments based on territory and manage customer communications, which are organized by cases.
However, due to its flexible nature, Salesforce might not be as beginner-friendly as other CRMs on this list. However, it’s worth considering if you require advanced customization options at an affordable price.
- A centralized dashboard
- Integration with Dropbox, DocuSign, and more
- Automatic email syncing
- Sales pipelines
- Customer management tools
- Email tracking
- Mobile app
- Customizable business reports
Pricing starts at $25 per user per month for the Essentials package and includes support for up to ten users. You can also opt to pay $35 per user per month if you don’t want to commit to a yearly contract.
Zoho is a user-friendly CRM platform that boasts an intuitive interface and remote work features. You can easily conduct sales meetings and presentations from anywhere, and the integrated mobile app will keep you updated with real-time reports.
Additionally, Zoho can help you make the most of your social media channels. For instance, you can monitor customer feedback on networking sites, import leads, and manage posts from your CRM account.
The free version includes features such as:
- An intuitive dashboard
- Basic sales and marketing automation options
- Standard reporting
- Workflow management
- Customization options
- Email templates
- Collaboration tools
Zoho offers a free option for up to three users. If you find its features too basic, you can upgrade for $12 per user per month. The Standard plan includes options for multiple pipelines, mass email, and social media management.
Freshsales is a beginner-friendly CRM platform owned by Freshworks. As such, you can expect an abundance of customer support tools. It helps you centralize your admin tasks without overwhelming you with excessive customization options.
Freshsales features a built-in email and phone management tool, which automatically grabs leads based on your scoring criteria. Plus, it enables you to auto-dial, record, and route your calls, which helps you manage all your communications more efficiently.
- Lead, contact, and account management options
- Email syncing
- Visual sales pipeline
- SMS integration
- Integration with other Freshworks tools and business apps
- API access
- Collaboration tools
- Tracking and insights
- Workflow automation
Pricing starts at $12 per user per month for the Blossom plan. Growing businesses can access features such as advanced reporting, bulk email, and territory-based lead assignment tools for $25 per user per month.
Finally, we have Insightly, a CRM platform that boasts a slick interface and visual reporting options. It enables you to streamline your workflows with customizable dashboards and award-winning mobile applications. In addition, you can integrate it with your favorite tools such as Dropbox, Zapier, Google Workplace (G Suite), Office 365, and more.
Insightly lets you map customer relationships through its linking functionality and automatically route leads to the right team member. Moreover, you can track your milestones, assign tasks, and streamline operations thanks to useful tools such as the custom app builder.
- Workflow automation
- Lead and contact management
- Email marketing options
- Real-time mobile data synchronization
- Project management tools
- Customizable reports
- Data storing and access management
- Advanced security
- Collaboration tools
- Business intelligence (BI) dashboards
Pricing starts at $29 per user per month for the Plus plan, which has limited automation options. To access more advanced features, you can upgrade to the Business plan for $49 per user per month.
Which is the best CRM for small businesses?
Using a CRM system can dramatically improve your workflow and elevate your company to the next level. In addition, centralizing your tasks in one platform can save you heaps of time so you can focus on growing your business rather than slogging through admin tasks.
In this article, we’ve discussed five contenders for the title of best CRM for small businesses. Beginners will appreciate a user-friendly platform such as Freshsales, which comes with an intuitive dashboard, visual reporting, and smooth integrations. However, advanced salespeople might be better off with HubSpot.
Or, if you want an alternative to these SaaS tools, these WordPress CRM plugins can also make a good option for small businesses.
Do you have any questions about the best CRM for small businesses? Let us know in the comments section below!
5 Essential Tips to Speed Up
Your WordPress Site
Reduce your loading time by even 50-80%
just by following simple tips.
* This post contains affiliate links, which means that if you click on one of the product links and then purchase the product, we’ll receive a commission. No worries though, you’ll still pay the standard amount so there’s no cost on your part.