Looking for the best CRM for a small business? Keep reading to learn about 9 top-rated CRM software that have features suited for small businesses.
In this article:
- Benefits of Utilizing a CRM Software
- The Criteria to Find the Best CRM for Small Business
- Top CRM Systems Tailored for Small Businesses
Best CRM for Small Business: What You Should Consider
What Is CRM? Short for “Customer Relationship Management,” this refers to the strategy of managing the organization’s interactions and relationships with their prospects and customers. In sales, CRM often refers to a system that helps salespeople with their productivity and performance evaluation, among others.
Benefits of Utilizing a CRM Software
1. Organized Contacts
Using a CRM tool can help you organize the customer data you gather. This works to your benefit, as it will be easier for your sales team to run sales processes when they have a clean overview of prospect and customer data.
2. Efficient Sales Reporting
Sales reports are essential to gauge the performance of each sales rep and the team in general. It also helps you manage your pipeline.
For your sales report to be accurate, you need to have the right data. A CRM software can provide the data you need to ensure that you hold each team member accountable for their performance.
3. Segmented Customers
Each customer you have is important, but sometimes there’s a need to focus on a particular segment. With a CRM tool, you can categorize which segments your customers belong to.
This helps your sales team personalize customer experiences and lets you execute efficient and targeted sales efforts.
The Criteria to Find the Best CRM for Small Business
To narrow down your options, here are the criteria you should consider when finding a CRM system for your business:
- Integrates seamlessly with other business tools
- Provides customer support
Top CRM Systems Tailored for Small Businesses
You don’t have to look any further for the best CRMs that can best serve your small business’ needs. Here are 9 CRM systems you should consider getting:
1. Agile CRM
There are three primary reasons to choose Agile CRM:
- It’s an all-in-one CRM — With it, you can automate your sales, service, and marketing in a single platform. This lets you seamlessly process data and enables consistent messaging.
- It is easy to implement — You won’t have difficulty taking advantage of Agile CRM’s latest features and integrations as they’re easy to implement. It also offers great support for your business. The downside is the free version only offers limited features.
- It’s cloud-based — Agile CRM’s service is a cloud-based SaaS. It’s convenient because it’s simple, fast, and mobile-ready.
This CRM software is free for 10 users, with the following paid packages:
- Starter: $8.99
- Regular: $29.99
- Enterprise: $47.99
Apptivo CRM provides an all-in-one cloud solution for your sales team’s needs, such as CRM, invoicing, and project management. It also provides customizable business solutions so you can pick only what your business needs.
Apptivo supports your go-to devices like smartphones, tablets, laptops, and desktops. This makes it very convenient since it allows users to use it any time and anywhere.
It also integrates with other services like G Suite, Office 365, Dropbox, and PayPal. To top it all off, it has a reliable customer service that’s always ready to assist you.
Apptivo doesn’t require a contract and credit card for you to avail their services. It’s free for three users, and offers the following paid packages:
- Premium: $8 per month
- Ultimate: $20 per month
- Enterprise: contact them for the pricing
3. Capsule CRM
Capsule CRM gives your sales team a complete view on its user interface. It’s conveniently divided into five segments — dashboard, sales pipeline, people and organizations, calendar and tasks, and cases.
You can also use it in both desktop and mobile. Capsule CRM integrates with popular applications like G Suite, Twitter, Zendesk, and Xero.
This software is safe, secure, and always backed up. It also offers dedicated customer support for its users.
You can cancel your Capsule CRM subscription anytime, and it’s free for up to two users. Their paid plans include:
- Professional: $18/user per month
- Teams: $36/user per month
ConvergeHub has the following features and benefits useful for small businesses:
- Unified Platform — All its features are in one platform, so they all have the same look and behavior. This lets you avoid having duplicate data within your system and gives 360-degree visibility on all your data.
- User-friendly — It’s easy to navigate, making it simple to use for anyone in your sales team.
- Easy Set Up — You can immediately implement ConvergeHub within your sales team as it’s easy to set up.
- Enhances Productivity — It provides advanced and automated sales productivity tools that can help improve your sales process.
- Customizable — ConvergeHub flexibly meets your needs with its customizable software. Its aim is to adapt to the way your small business works.
- Seamless Integration — You can set it up to integrate with leading third-party tools like WordPress, Box, and GoToMeeting.
You can opt to pay either quarterly or yearly for your ConvergeHub subscription and you can also try it for free. Here are its paid plan packages:
- Starter: $9/user per month
- Pro: $29/user per month
- Premium: $59/user per month
- Industry Edition: contact them for the pricing
Insightly CRM prides itself as a leading CRM platform based on the number of organizations that use it. It deserves a spot as one of the best CRM for a small business as it is among the top choices in the market.
Insightly’s interface is user-friendly. It’s easy-to-navigate, offers customization options, and also allows integration.
The only downside — it doesn’t generate dashboards and custom reports. Its pricing plans are as follows:
- Plus: $29/user per month (eligible for free trial)
- Professional: $49/user per month (eligible for free trial)
- Enterprise: $99/user per month
If you prefer to access your CRM data from your inbox, Nimble is a good fit for you. It allows you to access insights, update contacts, and manage deals straight from your G Suite or Office 365 inbox.
This is a great CRM software if you want to combine your email, contacts, and social media interactions (particularly on Twitter) in just one platform.
Nimble also works well with mobile so you can use it anywhere. It offers a free trial and its premium plan, Nimble Business, starts at $19/user per month.
If you want to promote more action within your sales team, go for task-based OnePageCRM. It helps your sales reps be more productive by creating a simple and focused to-do list.
You can also download the OnePageCRM app on your mobile device to check your to-do list on-the-go. What’s more, it connects to other business systems you use, so it’s easier to streamline your data.
OnePageCRM offers a free trial and a $12/user per month subscription plan.
Here are the features and benefits you can expect from PipelineDeals:
- Contact management
- Sales pipeline tracking
- Unlimited reports and dashboards
- Customizable fields
- Integration with other business tools like Gmail, Outlook, and Mailchimp
- On-the-go access through the PipelineDeals mobile app
It offers a free trial and the following paid plans:
- Start: $25/month per user
- Develop: $33/month per user
- Grow: $49/month per user
If you’re a big fan of Gmail, you might find Streak as the best CRM for small business. It’s a Chrome plugin that allows users to work directly from their Gmail inbox.
With Streak, it’s easy and convenient to schedule emails, send group emails, and create individual email threads for each team (e.g. sales, marketing, HR, etc.).
It offers the following price points:
- Personal: Free
- Professional: $49/user per month
- Enterprise: $129/user per month
Each of these customer relationship management tools can help your business thrive. Now the only thing you need to do is to narrow down the list to help you find the best CRM for small business that will work well for you.
Take the time to figure out what your sales team needs and explore your options. This way, you can make the right choice for your own small business.
Which of these CRM software do you want to try, and why? Let us know in the comments section below!