There are a couple of facets you – as a small-business – should look out for when selecting your first CRM software:
Budget: Small businesses and startups are always looking for the most cost-efficient option. That is why we’ve selected all budget-friendly tools (some of which are even free!).
Easy to learn: The learning curve is also an important factor for SMBs. Most smaller businesses don’t have the time to master a complex, enterprise-grade software. There is no IT or CRM expert needed to use the tools listed below.
Customisable: Some tools dissect every minor interaction which can not only produce an overwhelming amount of data, but also keep you from your goal. Try a tool that has a wide range of applications but doesn’t overdo it.
Integrates well with other tools: It’s always good to have a software that can take on all your other tools and mix data for the ultimate results.
Customer Support: This is another big one. Because most SMBs have pretty small teams, it’s helpful to have a tool that offers sufficient support to get you up and running.
Alright, let’s get to it. Here are the top 15 CRM software for small businesses…
HubSpot offers a completely free version of its CRM software that is rather popular among small businesses. The software includes all of the basic features provided by CRM software, allowing you keep track of your company’s activities, including contacts and company profiles, assigning & tracking deals, and managing all of that data in a detailed dashboard (visible to all team members). Already a HubSpot Sales user? Then you can also use this CRM software to boost your inbound sales. Not to mention, HubSpot offers several integration options with popular apps like SalesForce, Shopify and Microsoft Dynamics.
Pricing: Free of costs.
2. Salesmate CRM
With Salesmate CRM you can speed up the sales processes and offer customers a personalized experience. Manage your contacts effectively and keep track of all related sales activities. This tool is also perfect for sending out email campaigns and you’ll know what happens to your emails once you hit send. As a Small Business you appreciate flexibility and scalability and Salesmate understands these needs.
Pricing: Starts at $12/user/month.
Though we previously included Zoho in our enterprise-grade software list, this software can also be employed by small businesses – thanks to the variety in editions offered. Zoho – in comparison to Insightly – offers a bit more in terms of sales/marketing features. It offers its users website visitor tracking, lead scoring, sales signals (with pop-up notifications about leads) and more. Note: Most of the advanced features are included only in the professional and enterprise editions.
Pricing: Free version, Standard ($12/month), Professional ($20/month), Enterprise ($35/month) and more.
SalesForce is perhaps one of the biggest and most widely used CRM software on the market. Luckily for smaller business, SalesForce offers a basic edition called Lightning Essentials. This package provides the user with an advanced contact manager that includes email integration and follow-up reminders. It also includes a lot of options for integration and customisation.
Pricing: Lightning Essentials package ($25/month/user), Lightning Professional ($75/month/user), and more.
If you hate filling out a CRM and want one that actively helps you sell, Salesflare is a good choice for you. It automatically pulls up all the info you need and automatically keeps itself up to date. Salesflare is built specifically for small and medium-sized businesses who sell B2B. And while it may look simple, it still packs a lot of power. You can even use it to send personal email sequences at scale
6. Agile CRM
Agile CRM is a particularly interesting CRM software in that it offers a lot of those big business features like custom appointments, drag-and-drop marketing automation and reports via email. This software also supports widgets, a large library of plugins, API-powered integrations and more. The free version, however, is quite limited in terms of features offered.
Pricing: Free for up to 10 users, or choose the Starter package ($14.99/user/month).
Freshsales enables you to automatically capture your website visitors as sales leads and group them based on their engagement with your website. Assign them to the right salespeople on your team. Reach out to each lead with complete context and track deals by the personalized pipelines.
Pricing: Package for Growing Teams ($25,- /user/month).
8. Capsule CRM
Capsule CRM is a software that’s been around for quite a while now. Starting up in 2008, it has become quite popular in recent years. It is a very easy-to-use software that allows its users to track both relationships and sales pipelines. Straight and to the point. Not to mention it can be used on both desktops and mobile. The user interface is broken down into five groups: dashboard, people and organisations, sales pipeline, calendars and tasks and lastly, cases. One pitfall, however, is that it offers less functionality in terms of campaigns and reporting.
Pricing: They have both a free package (up to 2 users) and a Professional package (£12/user/month).
9. Microsoft Dynamics 365
If you are a Microsoft user you’ll probably know that Microsoft Dynamics 365 is an all-in-one platform for sales and marketing. This CRM is more than your average CRM. AI
Of course this platform can be extended with other Microsoft products.
Pricing: Different modules and licensens offered. Sales Insight i.e. (€ 42,20/user/month)
10. Base CRM
Base is a CRM software that is ideal for companies looking to customise their sales pipelines. Users can make use of a sales tracking solution that lets you customise sales stages. You can add things like leads, collaborators and records to all your sales deals in the Sales Pipeline section. Base also offers real-time visual reporting via templates as well as integrations with social networks and other third party apps such as Zapier, MailChimp, Yesware and more.
Pricing: Starting from $45/User/Month
Streak is a great CRM software for Gmail enthusiasts. Technically a browser plugin, Streak is great for smaller teams as they can work directly out of their Gmail inbox. This tool makes it very easy to track views, schedule emails, and send mass emails, as well as create separate email threads that cater to different teams (e.g. sales, HR, support, etc).
Pricing: From $49/user/month.
ConvergeHub is a cloud-based CRM software that is great for SMBs – especially considering the fact that these businesses don’t have to deal with multiple repositories, but rather one central platform. Additionally, users can store contact lists and design campaigns as well as manage all sales activities. ConvergeHub includes built-in SalesForce automation and marketing automation modules too.
Pricing: Starts from $9/user/month (Starter package) up to $59/user/month (Premium package).
This CRM has a great solution for small businesses, called Sugar Professional. The platform offers customer experience solutions, creating a simple and consistent experience. Each user can customize and use this tool wherever and whenever. Sugar Shell helps you automate workflows and thanks to actionable intelligence you have the right intel for each customer interaction.
Pricing: Sugar Professional ( $40,- user/month, 10 user minimum)
14. vTiger CRM
vTiger is another all-in-one CRM software made for small businesses. This tool offers a great deal in terms of sales automation, email marketing and project / inventory management. They also offer web-to-CRM forms to help users capture relevant contact info as well as prioritise that info. Plus, all features have been improved based on the feedback of their customer base.
Pricing: Depends on the package you select (Sales CRM, Help Desk or All-In-One), but pricing can range anywhere from free to $30/user/month.
Nimble CRM is a great CRM software for those of you looking to combine contacts, email and social media interactions (works great with Twitter) in one place. The interface is also very easy to use in that it provides you with a to-do list, shows you top / key deals and more. It’s also got this cool ‘rules engine’ that helps Nimble predict relevant contacts & activities based on your user behaviour. Users can set reminders to Stay in Touch with certain users as well as mark certain communications as important to stay ahead of the game.
Pricing: Ranges from $9/user/month to $19/user/month.