Small Business CRM Software

Get the best small business CRM software for your business. Compare product reviews, pricing below. Read our buyer’s guide for more help.

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Sage CRM Screenshot

Sage CRM

★★★★★
★★★★★
(1)
Over 12,000 small and medium-sized organizations in 70 countries use Sage CRM every day to manage critical sales, marketing and customer service activities, helping them to find new customers, close sales faster, and build lasting, profitable…
Price Range
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Starting Price
$45/user/month
Client OS
Windows, Web
Deployment
Cloud or On-Premises
Maximizer CRM Screenshot

Maximizer CRM

For over 10 years, Maximizer Enterprise has remained the chosen CRM software solution for small to mid-sized businesses. Proven, award-winning and flexible enough to meet the needs of companies in any industry, Maximizer Enterprise CRM helps attract…
Price Range
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Starting Price
$40/user/month
Client OS
Web, Windows
Deployment
Cloud or On-Premises
HubSpot CRM Screenshot
HubSpot CRM has all the tools your business needs to grow better. This platform includes: Marketing ; Sales; Service; and Content management (CMS). By combining these elements, your business can grow without compromise. Increase leads while accelerating…
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Starting Price
$45/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Bigin Screenshot

Bigin

★★★★★
★★★★★
(4)
Bigin by Zoho CRM is a pipeline-centric CRM built and priced for small businesses. Bys using this software, small businesses can now manage their customer relationships more easily than ever. Whether you’re ready to move beyond spreadsheets or simply…
Price Range
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Starting Price
$7/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Zoho CRM Screenshot

Zoho CRM

★★★★★
★★★★★
(3)
Zoho CRM is a 360º online business management platform that caters to the needs of businesses of all types and sizes. Track leads, nurture them along the sales funnel, collaborate in real time and monitor business trends from a centralized hub. Over…
Price Range
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Starting Price
$14/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Sales Cloud from SalesForce Screenshot

Sales Cloud from SalesForce

★★★★★
★★★★★
(1)
The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it’s…
Price Range
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Starting Price
$25/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
InfoFlo Screenshot

InfoFlo

★★★★★
★★★★★
(1)
InfoFlo CRM is a simple to use and complete office management solution Contact Management Built-in Email Manager; Document Management; Project Management; Task Management; Telephone / PBX Management; and Time & Billing. InfoFlo CRM is Client/ server …
Price Range
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Starting Price
$99/user (perpetual license)
Client OS
Deployment
Cloud or On-Premises
Insightly Screenshot
Insightly is a great tool to help small businesses deal with the ital tasks of managing your contacts, organizations, partners, vendors and suppliers. Using CRM best practices, you can see everything about a contact - from background, email history and…
Starting Price
$29/user/month
Client OS
Mac, Web, Windows
Deployment
Cloud Hosted
Cloud CRM Screenshot
Really Simple Systems Cloud CRM is aimed at small and medium sized organisations or departments of larger organizations who want a simple, easy to use online CRM sales, support and marketing system. The hosted CRM model is particularly suitable for…
Client OS
Web
Deployment
Cloud Hosted
Vtiger CRM Screenshot
Vtiger is more than just a CRM. With built-in solutions that range from email marketing, to activity and project management and beyond, Vtiger CRM On Demand truly is a one-stop organization management solution for most businesses. Sales: Empower your…
Client OS
Web
Deployment
Cloud Hosted
Pipedrive CRM Screenshot

Pipedrive CRM

See all deals in a visual sales pipeline; Organize contacts and follow up every lead; Sales forecasting for avoiding nasty surprises; Set up in under 2 minutes, no training required; and Work anywhere with the iOS and Android apps. You’ll always know the…
Price Range
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Starting Price
$12/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Salesmate CRM Screenshot
Price Range
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Starting Price
$12/user/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Zapier Screenshot
Zapier cloud-based platform helps businesses automate their work. Create custom workflows, called “zaps”, which trigger specific actions from your workers. Zap and Zap Editor : A Zap is an automated workflow that connects your apps and services together…
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Starting Price
$19.99/month
Client OS
Web
Deployment
Cloud Hosted
Freshsales Screenshot
Freshsales CRM provides artificial intelligence focused lead scoring and is built in with your phone, email, and activities so all of your information is together in one place. Freshsales offers benefits such as: Having built in phone and email…
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Starting Price
$12/user/month
Client OS
Web
Deployment
Cloud Hosted
Monday.com Screenshot

Monday.com

★★★★★
★★★★★
(4)
Monday.com lets you plan, organize, and track in one visual space. Monday.com lets you create a custom workflow so any team in your company can work on what they need the way that is easiest for them. With Monday.com, you can create dashboards to gain…
Price Range
   $     $     $     $     $   
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Starting Price
$8/user/month
Client OS
Web
Deployment
Cloud Hosted
EngageBay Screenshot

EngageBay

★★★★★
★★★★★
(14)
EngageBay is a simple, affordable, integrated, all-in-one marketing, sales & service automation platform with a free CRM, built to grow small businesses and startups. EngageBay’s Email Marketing platform helps you grow your business with intelligent…
Price Range
   $     $     $     $     $   
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Starting Price
$9/user/month
Client OS
Web
Deployment
Cloud Hosted
HoneyBook Screenshot
HoneyBook is a easy-to-use software platform designed to help small business owners streamline their processes and manage clients from inquiry to payment. HoneyBook’s goal is to help small business owners sustain a successful business, so they can live…
Price Range
   $     $     $     $     $   
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Starting Price
$40/month
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Keap Screenshot

Keap

Keap is a CRM, sales, and marketing tool that helps you get more done with less work so you can grow your business. Keap will help you win more business by creating a repeatable sales process to set up appointments, track leads, and get quotes accepted…
Price Range
   $     $     $     $     $   
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Starting Price
$79/month
Client OS
Web
Deployment
Cloud Hosted
Thryv Screenshot

Thryv

★★★★★
★★★★★
(1)
Thryv is a small business management software that helps automate tasks and better serve your customers. The features provided help you reach more customers, stay organized, get paid faster, and automatically generate reviews. Thryv helps combine all of…
Price Range
   $     $     $     $     $   
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Client OS
Web, iOS, Android
Deployment
Cloud Hosted
ClickUp Screenshot
ClickUp is a forever free productivity app for managing tasks in projects, document management, team chat, goal setting, and more. The software lets you customize the way you manage work, build docs, wikis, & knowledge bases, monitor and manage your…
Price Range
   $     $     $     $     $   
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Starting Price
$5/user/month
Client OS
Mac, Web, Windows, iOS, Android
Deployment
Cloud Hosted

We searched and searched, but we couldn’t find any products in our database that match your criteria. Perhaps our team of software experts can help? They’d be happy to provide a list of free small business CRM software recommendations that meet your exact requirements.

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Small Business CRM Software Buyer’s Guide

What is CRM Software for Small Businesses?

Customer relationship management (CRM) software provides the tools your business needs to maximize the potential of your customer relationships. While every company needs to maintain good relationships with consumers, these are an especially important resource for small businesses which are dependent on early and consistent loyalty.

If you are a local shop or new microbusiness, you might think you can get away with just manually maintaining a record of your customer base. Yet as your work grows you can lose track of this information. CRM software for small businesses and startups can automate data collection so you can tailor your marketing, sales, and customer service efforts to fit their needs. No need for a Rolodex or complex spreadsheets when everything is at your fingertips with a CRM platform.

Features of CRM Software

  • Contact management: Provide your business with the ability to capture, record, and classify event data related to all customer interaction from calls, emails, purchases, and in-person or website visits
  • Opportunity and/or lead tracking: Depending on the nature of your business, detail different types of sales prospecting information, such as the original lead source and sales assignment
  • Customer order history: Automatically capture customer purchases via integration with invoicing and AR applications to complete the information about each successful customer interaction
  • Marketing campaign management: Organize and track marketing efforts through traditional or social media channels based on demographic and promotional sales targeting
  • Marketing email/template management: Create, store, and edit marketing templates provides increased efficiency and more consistent use of best practice communications techniques for maximizing marketing effectiveness
  • Email integration: Automatically capture virtual correspondence with customers to record their purchasing behavior
  • Call center integration: Facilitate outbound calls and automatically identify when customers have been called with existing customer records
  • Call scripts: Customize call scripts used by sales teams to ensure adherence to best practices and help salespeople overcome improve the customer experience
  • Follow-up scheduling: Schedule customer follow-up phone calls, emails, or social media messages to help improve the reliability of timely communication
Bigin by Zoho
Measure ky metrics of your business with Bigin.

Best CRM Software Benefits for Small Businesses

CRM platforms offer many ways to support sales, marketing, and service activities. Key benefits of utilizing a CRM software at your small business include:

Build Relationships through Data Automation

Whether you operate a new startup or have been running a small business for years, the key to success is keeping your customers happy so they keep coming back. Building authentic relationships with your customers is vital for your continued success. Yet how do you interact with hundreds or even thousands of loyal customers? The easiest way is to implement CRM software made specifically for a small business.

Instead of relying on spreadsheets or even a traditional file index which have to be continually updated manually, a CRM platform automates the intake of new customer information and sales activities in real-time. This lead management system streamlines the sales pipeline so reps can focus on selling rather than taking down information.

Once you have the initial customer data, you need it to be organized and accessible. An integrated CRM solution makes it easy to retrieve stored information without the need for manually going through spreadsheets. And you can indicate which metrics are the most important about each customer to improve customer satisfaction rates.

For instance, analyzing customer data may reveal certain demographics respond better to email marketing than cold calls. You can then direct your sales department to focus on sending out emails rather than wasting time on other outreach methods which are less likely to work.

Zoho CRM for Small Businesses
Get a clear overview of customer and revenue data with Zoho CRM.

Maximize Your Workflow

Small businesses are defined as those with under 20 workers, with many operating with only 10 employees. And a new startup may have only one employee filling every role. By adding a CRM software to your roster of business intelligence tools, you can free up your limited employees to focus on other tasks, such as interpreting customer data to increase sales opportunities.

Small business CRM platforms give you the ability to track buying patterns, which can help you identify patterns with your customer relationships. It’s so much more cost effective to retain your current customers, especially when you take into account all the additional marketing costs it takes to establish new relationships.

Customizable call scripts and user-friendly email templates further streamline the sales process. Reps with minimal training can automatically send out emails with company-approved language or make cold calls without wondering what to say, allowing them to get right to the point in each customer interaction.

Finally, customer data can be shared through the CRM platform between different sales reps. If someone from your company retires or goes on a vacation, their accounts can be covered by anyone without interruption thanks to detailed information accessible through CRM software.

Integrate Customer Information with Sales Data

Want to improve your sales tactics? Start using customer data to identify buying patterns! A CRM platform can help you automate this task by consolidating this information into easily readable reports. Your sales teams can then analyze the results and adjust their lead management and follow-up communication tactics accordingly.

You can improve your overall business performance by compiling useful information from finance, sales, marketing, and customer service into a central database. Tracking milestones in customer engagement can further improve sales forecasting by suggesting appropriate follow-up actions to mark the occasion. And keeping all your customer data in one CRM platform allows you to build long-term customer relationships and improve your sales performance.

For example, cross-selling is an easy way to increase sales. By analyzing past customer behavior, sales reps can anticipate what other products or services customers will want. CRM applications with marketing automation tools also allow your sales staff to easily up-sell or cross-sell your products, which can increase your revenue totals and help your business to succeed.

Sales Cloud from Salesforce
Explore new sales opportunities with Salesforce.

Small Business CRM Software Pricing

One of the major reasons small businesses and startups don’t have a CRM system is the cost. Fortunately, CRM platforms are growing more affordable than ever, especially since providers can scale solutions to match your business size. There are even free versions available, though this is sometimes limited to brand new startups or companies with limited users. Monthly subscriptions for CRM software tend to range from $14 to $45 per user.

Many CRM solutions can scale with your business, so as you grow you can keep up with your expanding customer base and their associated needs. Unfortunately, as your business grows, so will the costs of your CRM platform and any mobile apps. Implementation, training, and further customer support can also increase your total costs. However, effectively using a customer relationship management platform can streamline your workflow and reduce labor costs elsewhere.