The Best Small Business CRM Software

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Sage CRM Screenshot

Sage CRM

★★★★★
★★★★★
(1)
Sage CRM is a customer relationship management software. It includes features like graphical analysis, marketing automation, customer care, project management, and sales force automation. Designed for ease of use and rapid deployment, Sage CRM is available both in the cloud and on-premises, offering a quick return on investment.
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 prospects, win new customers and increase repeat business. With secure, on demand access to customer and sales information whether through the desktop software, web interface, or handheld PDA, executives are empowered to make better business
Price Range
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Starting Price
$40/user/month
Client OS
Windows, Web
Deployment
Cloud or On-Premises
HubSpot CRM Screenshot

HubSpot CRM

★★★★★
★★★★★
(1)
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 sales, streamline your customer service outreach, and build a brand new website to increase your web presence. The HubSpot CRM platform has many features: Email marketing; Forms; Contact management; Landing pages; Live chat; Facebook, Instagram,
Price Range
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Starting Price
$45/month
Client OS
iOS, Android, Web
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 replace legacy sales tools, Zoho is here to help you get started. Engage prospects; Manage pipelines; Close more deals; Data management and security; and Fully mobile. @youtube Built-in telephony : Contact your prospects and customers from within
Price Range
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Starting Price
$7/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Zoho CRM Screenshot

Zoho CRM

★★★★★
★★★★★
(3)
Zoho CRM is a customer relationship management software catering to most business sizes and types. Key features include lead tracking, business intelligence, AI-powered predictions and recommendations, and sales performance analytics. It offers flexibility in customization and integration capabilities, along with a mobile app.
Price Range
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Starting Price
$14/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Sales Cloud from SalesForce Screenshot

Sales Cloud from SalesForce

★★★★★
★★★★★
(1)
Salesforce Sales Cloud is a CRM software that combines social media insights, mobile accessibility, email integration, and collaborative tools like Chatter for seamless sales management. The platform also offers advanced analytics, file and content management, forecasting tools, and partner management.
Price Range
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Starting Price
$25/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
InfoFlo CRM Software Screenshot

InfoFlo CRM Software

★★★★★
★★★★★
(1)
InfoFlo CRM is a customer relationship management software with a one-time purchase model. Key features include contact management, time and billing tracking, and project management. InfoFlo CRM integrates with Outlook, Gmail, QuickBooks, and other popular systems. It also offers a modular design and customization through add-ons.
Price Range
   $     $     $     $     $   
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Starting Price
$99/user (perpetual license)
Deployment
Cloud or On-Premises
Insightly Screenshot

Insightly

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 important dates, to any projects or opportunities in which they have participated. Contact and Task Management; Project Management; Calendaring and Event Scheduling; Build-in file sharing; Workflow, reports, and customization; Mass Email Contacts
Starting Price
$29/user/month
Client OS
Windows, macOS, Web
Deployment
Cloud Hosted
Cloud CRM Screenshot

Cloud CRM

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 companies with multiple locations and people who work remotely or at home. Our Online CRM is hosted completely by us. There’s no software to install, nothing to maintain or backup. Access the CRM system from anywhere that has Internet connectivity: in
Client OS
Web
Deployment
Cloud Hosted
Vtiger CRM Screenshot

Vtiger CRM

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 sales teams with tools that teach them more about your customers, make them more efficient salespeople, and help them build lasting customer relationships from anywhere in the world. Marketing: Whether it’s managing marketing program ROI at a high
Client OS
Web
Deployment
Cloud Hosted
ATS Screenshot

ATS

★★★★★
★★★★★
(3)
Alcea Tracking Solutions (ATS) is a powerful and full featured business process management solution (collaboration, workflow, document management, auditable). It is fully configurable, providing an easy to use interface to manage cases, issues, helpdesk, knowledge base, assets, risks or anything ycompanies are required to track.
Price Range
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Starting Price
$250/month
Client OS
Windows, macOS, Linux, iOS, Android, Web
Deployment
Cloud or On-Premises
Pipedrive CRM Screenshot
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 sales results of all team members as well as activity metrics like number of calls made and pitches done. Track activity goals: Set team and individual activity goals and see everyone’s results in real-time. All goals are automatically carried
Price Range
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Starting Price
$12/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Salesmate CRM Screenshot

Salesmate CRM

Salesmate is a cloud-based customer-relationship management (CRM) software solution that simplifies complex sales processes for startups and small to medium-sized businesses.
Price Range
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Starting Price
$12/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Zapier Screenshot

Zapier

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; The Zap Editor allows you to create a Zap from scratch; App : Gain integrations for over 2,000 apps, letting you move data between them or automate repetitive tasks; Trigger : Any event that starts a Zap; Sample data : Find some sample data from
Price Range
   $     $     $     $     $   
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Starting Price
$19.99/month
Client OS
Web
Deployment
Cloud Hosted
Freshsales Screenshot

Freshsales

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 integrations; Lead scoring to find the best leads; Actionable insights based on conversations; Email notifications so you never forget to follow up; and Visual sales pipeline to know who requires action. Lead Management; Deal Management; Event Tracking;
Price Range
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Starting Price
$12/user/month
Client OS
Web
Deployment
Cloud Hosted
Monday.com Screenshot

Monday.com

★★★★★
★★★★★
(5)
Monday.com is a task and project management platform known for its ease of use and comprehensive feature set. It stands out for its intuitive user interface, which simplifies task management and workflow creation. The platform also offers a wide range of integrations with other apps, enhancing its functionality.
Price Range
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Starting Price
$8/user/month
Client OS
Web
Deployment
Cloud Hosted
EngageBay Screenshot

EngageBay

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★★★★★
(15)
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, powerful email marketing. The Marketing Automation suite helps you save time, nurture your audience and automate routine, manual tasks. With the free CRM and Sales Automation, you can organize all your email contacts, track deals and the sales
Price Range
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Starting Price
$9/user/month
Client OS
Web
Deployment
Cloud Hosted
HoneyBook Screenshot

HoneyBook

HoneyBook is a CRM platform that handles client interactions through its all-in-one invoicing, contract management, and project tracking features. Features include automated workflows, digital signing capabilities, and a highly intuitive interface that enhances both the user and client experience.
Price Range
   $     $     $     $     $   
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Starting Price
$40/month
Client OS
iOS, Android, Web
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. CRM (Client management); Email marketing; Messages; Appointments; Sales pipeline dashboard; Marketing Automation; Quotes; Invoices & Payments; and Reporting & Insights. The cost of Keap starts at $79/month for their Pro version (500 contacts and
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 your business apps into one convenient dashboard. This helps you view your messages, check your calendar, monitor payments, and post reviews in one quick glance using one login. @youtube Customer Relationship Management; Sales & Payments;
Price Range
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Client OS
iOS, Android, Web
Deployment
Cloud Hosted

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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.