Best Small Business CRM

Small businesses often come into problems with growth which means that they are in need of customers for expanding their business. Exposure to more customers does not guarantee the business more revenue but it also brings along the need for more employees. The expansion of business also means that there would be such a demand for the workflow to remain streamlined within the business while the growing process takes place. That’s when the best CRM software appears to help.

What Is CRM Software?

Customer relationship management (CRM) software is an all-in-one tool to manage customer info, add notes, send emails, manage customer experiences/satisfaction, and so much more. And, you can do it all without leaving the CRM software platform.

As your business grows, manual processes become increasingly inefficient and costly. If you’re not careful, it could easily cost you customers and sales.

CRM for small businesses helps keep everyone in your company on the same page, bringing marketing, sales, and customer support together with all the data they need to succeed in their roles.

Benefits of Using CRM Software

Organize your contacts

Contact management helps you centralize information on customers, suppliers, and everyone else. CRMs allow you to aggregate multichannel contact information, from social media, emails, LinkedIn, business cards, and more.

Find out who your customers are

Harness customer data to do customer segmentation, identify customer profiles, find out where they live, and which demographic provides the greatest opportunities. Plus, personalize your customer experience.

Generate reports

With marketing, campaign, sales, and customer reporting, you can monitor information, identify problems, show behavioral patterns, and find out how your overall return on investment is really doing. A sales CRM can create reports on sales activity and sales trends let you monitor all the information coming in, identify problems, and improve your sales processes. 

Save time 

CRM chops down the number of hours spent weekly on pesky admin tasks like manual data entry, letting you concentrate on relationship-building and fine-tuning your operations.

Things to keep in mind:

Ease of Use: 

If you’re running a small business or lean startup, taking time out to learn a new, complex platform is not a thrilling idea. Ease of use and simplicity should be deciding factors—a platform that requires minimal training is best, something that feels intuitive; that offers easy access and interpretation of information.

Cloud-Based Client Management Systems

Having a cloud-based CRM means your team will be able to access client details from anywhere, in real-time, increasing productivity. Nucleus Research found that 65% of companies using mobile-friendly CRMs exceeded their sales targets.

Funnel Management

If you have a sales team, this one’s vital. You must be able to track your contacts all the way from “just browsing” to “brand evangelist” without missing a beat.


Automating repetitive tasks saves you a lot of time to focus on real, brain-engaging work. You should be looking for automation features for data entry, customer emails and follow-ups, and information field updating.


As a small business, you’re probably doing things your own way, rather than following a guidebook. Keeping that in mind, we suggest looking for customization features so you can tailor CRM software to your specific business needs. Being able to modify contact and opportunity fields, among other elements, is especially helpful if you’re working in uncharted territory.

Best CRM Software for Small Business

1) Hubspot CRM

For small businesses, Hubspot offers a completely free version that is of popular use among small businesses. Although it comes as a free version, it includes all the basic features of CRM software.

From the company’s activities which include: contacts and company profiles to companies’ deals, the software allows you to keep track of all this information and manage all of that data in a detailed and visible dashboard.

Hubspot is also available for boosting inbound sales. One more thing, the software also comes with different integration with popular apps such as Salesforce, Shopify,…

2) Zoho CRM

This software is on the list for enterprises but fortunately, it also offers a version for small businesses. Zoho standouts with its variety of features, especially sales and marketing ones.

Some of its great features include website visitor tracking, lead scoring, sales signals (with pop-up notifications about leads), and more. 

With sales insights and various customer communication channels provided for your teams at affordable prices, this is a great choice for businesses that are looking for a comprehensive CRM solution that is flexible and scalable.  

3) Salesforce

Salesforce offers a non-profit platform at which is a cloud-based platform for nonprofits. This is a perfect choice among the best CRM software for nonprofits.

Salesforce offers a CRM nonprofit package that encompasses the Nonprofit Success Pack, Marketing Cloud, Service Cloud, Einstein Analytics, Chatter, and more making it one of the best CRM software. 

4) Freshsales

Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. 

With built-in email, phone, chat, and telephony, Freshsales empower sales teams with more time for selling by automating the sales process and increasing efficiency and productivity in their daily activities.

5) Insightly

Insightly is available on the web and mobile versions for both Android and iOS. It also integrates with G Suite and Microsoft Office 365.

The platform has a rep for its smooth pipeline integration between CRM features, like managing contacts and customer data, tracking opportunities, and assigning tasks to team members with handy to-do lists.

6) Pipedrive

Pipedrive, in keeping with its name, is highly focused on driving the sales process and tracking contacts. The CRM has a simple, highly visual, and straightforward user interface, designed to help move the customer down the sales pipeline and clinch that almighty closed deal.

The platform is useful for picking up leads, pipeline management, managing contacts, and keeping you on top of deals. It helps you prioritize key sales activities, sync information across channels, and consolidate your workflow in one place.


As customers are an integral part of any business, CRM software is there to help businesses and companies to have better management of customer relationships. With its capability to collect and organize customers’ data, your business team is ensured to have streamlined access to all data which will boost the working process without worrying about misinformation between departments.

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