For those of you running a business, you’d know the key to success doesn’t just lie with building an empire of quality products. Your customers are one of your most prized assets, and catering to their requirements effectively should be your top most priority at all times.
Having said that, collecting valuable customer insights is the other side of the coin. It can sound like a daunting task that requires a lot of time, but investing in a robust CRM software can take the burden off your shoulders and can result in the levels of customer satisfaction you’ve always dreamed of achieving.
Before moving forward to the review of best CRM software for small businesses, let’s first address the most important question of all:
Why do you need a CRM software?
Here’s why investing in a high-quality CRM tool should be your next top priority:
- Exploring New Opportunities: the more you understand your customers, the better you get at identifying opportunities for growth, and hence generate more revenues
- Better Customer Relationships: of course, once you get to know your customers on a more personal level, you can forge a much deeper and stronger relationship
- Increased Customer Retention: the feeling that your service provider cares for your results in staying loyal to the brand for a long time, increasing your customer retention rate
- Business Process Automation: by using a CRM software, you can automate almost every customer-centric process and can make informed decisions faster
- Optimized Business Performance: a CRM software can help your business reach new heights once you’re able to understand your customers’ behavioral patterns better
- Efficient Reporting and Analytics: with a CRM software in place, a secured customer database is ensured, and automated reports are generated which result in making resourceful decisions
To help you choose the right CRM tool for your business, I’ve reviewed the top ones right here. Let’s dig in and find the perfect one for you:
Best CRM Software for Small Businesses and Startups (2019)
1. Zoho CRM – Editor’s Choice for Best CRM Software
- Our Rating: 4.7/5
- Supported Platforms: Android, iOS, Windows, Web
- Pricing: starting from $12 per user/month
The spotlight for this roundup of best CRM for small businesses has been stolen by Zoho CRM, and for all the right reasons.
Zoho CRM is a software that comes with a pretty decent user-interface and a clutter-free feature set to help you close deals effectively. The tool facilitates multi-channel support for you to connect with your customers through email, phone, chat, or social media.
The thing that I personally loved about Zoho CRM is the vast library of online reports that you can generate to keep track of your sales metrics over time. Furthermore, the AI-powered anomaly detector compares your actual sales performance with the predicted one to help you make better decisions over time.
- Live chat for everyday website visitors
- Numerous progress tracking reports
- Lead management to capture and maintain new leads
- Customer portal to communicate efficiently with customers
- Email management to keep customer interactions in check
- Free Edition – for 3 users. Leads, documents, and mobile apps
- Standard – at $12 per user/month. Custom reports and dashboards, email insights, workflow conversion tags and groups, web forms
- Professional – at $20 per user/month. Everything in Standard + process management, inventory management, Blueprint – process management, and more
- Enterprise – at$35 per user/month. Everything in Professional + all the advanced CRM features and functionalities
- Our Rating: 4.6/5
- Supported Platforms: Windows, Android, iOS, Mac, and Web
- Pricing: Starting at $50 per month
HubSpot is a beautifully designed, intuitive marketing automation software that comes with a completely free CRM solution. The software helps salespeople and other client-centric workers to effectively manage their customer relationship.
The platform comes with everything a small business needs, without any added complexities of tricky features that you probably don’t even need right now. Through pipeline management, you can keep track of all your deals and never let anything slip through the cracks.
Furthermore, a sales dashboard allows you to keep track of all your new contacts, their sources, and details about recent activity.
Let’s have a look at what core features HubSpot comes with:
- Dashboard for visualizing scheduled deals, appointments, and contracts
- Automatic customer interaction tracker which keeps record of all emails, calls, and messages
- One-to-one customer chat and a centralized inbox for keeping all conversations in one place
- Pipeline management to monitor all the prospect deals and assigning tasks accordingly
- Contact and lead management features to create new campaigns
- Easy prioritization and recording of daily sales calls to manage them efficiently
- Free: for marketing professionals who are at the starting stage of building leads and tracking contact activity – basic functions
- Starter: starting at $50 per month – for marketers at the developing stage of lead capturing through contact tracking and email marketing
- Professional: starting at $800 per month – for experienced marketing teams. Complete marketing solution with automation functionality
- Enterprise: starting at $3200 per month – for advanced teams. Full-scale analytics and revenue reporting
- Our Rating: 4.6/5
- Supported Platforms: Android, iOS, Web, Mac
- Pricing: Starting from $12.50 per user/month
With a whopping 80,000+ companies (their claim) as their clients, Pipedrive comes with an interesting feature set to help you with customer relationship management and sales management.
The tool streamlines your sales process in a way that ensures that your entire team is on one page and there is no information loss. This is precisely why I included it in my review of top CRM software for small businesses.
Working on the activity-based methodology, Pipedrive attaches distinct activities to deals to better understand what’s happening.
The software allows you to forecast sales and choose the best deals over time to efficiently achieve sales goals. Additionally, customizable pipeline management lets you streamline your sales process as per your needs.
Out of many features the software comes with, some key ones are:
- Fully customizable activities with email reminders and notifications
- Pipeline management to monitor sales. You can also add as many sales stages, activity types, or team members as you want
- Email integration with your contacts and deals to track conversations
- Sales inbox to keep all your sales related emails in one place
- Visual sales reports representing key performance indicators to better understand the pipeline metrics
- Automated workflows to streamline the team’s sales process and improve productivity
- Silver: $12.50 per user/month – customizable dashboard, chat and email support, and other basic functions
- Gold: $24.20 per user/month – workflow automation, sales inbox, customizable dashboard, scheduler, and user permission settings, among key features
- Platinum: $49.17 per user/month – workflow automation, revenue forecast reports, smart contact data, teams, and many other features
4. Agile CRM
- Our Rating: 4.5/5
- Supported Platforms: Android, iOS, Web, Windows, Mac
- Pricing: Starting from $14.99 per user/month
Agile CRM is a comprehensive CRM software that comes integrated with marketing and sales automation tools, providing a unified solution to teams. The software comes with a pretty powerful set of features that can give many other tools a run for their money.
The elaborate suite of features is designed to fit perfectly with any kind of industry you’re working in. These features range from basic contact management to more enhanced marketing automation features, and much more.
There’s a pretty interesting functionality the tool comes with where you can gamify your sales process and invoke a sense of competition among your team members to achieve more (pretty smart, no?).
Oh, and did I mention the tool is free for 10 users?
- Personal contact management to store and process all the data about your contacts
- Real-time metrics and custom milestones to track deals over time
- One-click calling, along with voicemail automation functionality
- Online appointment scheduling through the calendar to avoid the hassle of scheduling on calls
- Lead scoring to assign values and scores to leads on the basis of their actions
- Free – for 10 users. 50K contacts and companies, lead scoring, unlimited deals, tasks, and documents, appointment scheduling, and more
- Starter- at $14.99 per user/month. Email campaigns, web engagement, marketing automation, and social monitoring, with other features
- Regular – $49.99 per user/month. Groups, labels, canned responses, views, activities, reports
- Enterprise – $79.99 per user/month. Email and phone support, Chrome extension, basic reports, email reports, Google/Shopify/Stripe sync, 3 plugins
- Our Rating: 4.4/5
- Supported Platforms: Android, iOS, Web
- Pricing: starting from $12 per user/month
The next best CRM software I looked into is Freshsales. The tool does not come with a bulky feature set to over-complicate the CRM process for teams. Instead, it allows you to smartly manage your leads and optimize sales in an efficient manner, with minimum chaos.
The tool allows you to define territories on the basis of customer segmentation so that you can assign right representatives to the right customers. Furthermore, the dashboard allows team members to directly call the customer from the dashboard without individually accessing deals.
- Drag and drop functionality to navigate across the sales pipeline
- Advanced lead scoring to rank the leads on the basis of their behaviors and buying patterns
- Smart forms to automatically add new sign-ups into the CRM software as leads
- Sales campaigns to create and monitor personalized outbound email campaigns
- Interactive pipeline management to keep track of each deal
- Blossom – at $12 per user/month. Designed for small teams
- Garden – at $25 per user/month. Designed for growing teams
- Estate – at $49 per user/month. Best suited for large teams
- Forest – at $79 per user/month. Perfect for enterprises
- Our Rating: 4.4/5
- Supported Platforms: Android, iOS, Web, Windows
- Pricing: starting from $29 per user/month
The next tool in this lineup of best CRM software for small businesses is Insightly. The software allows you to build better customer relationships through record linking functionality. Customers and emails can be linked to existing contacts in your database to better understand your networks.
Through workflow automation features, automatically send email alerts, update records, and so much more in a streamlined manner without creating any fuss.
- Dashboards to visualize data and measure progress over time
- Lead tracking through activity timeline, emails, and calls
- Workflow automation to create automated business processes
- Bulk emails to send to prospect leads simultaneously
- Multiple third-party application integrations
- Plus – at $29 per user/month. Contact management, relationship linking, and task management among some of the features
- Professional – at $49 per user/month. Lead management, collaboration features, contact management, relationship linking and many more
- Enterprise – $99 per user/month. All the advanced CRM features
- Our Rating: 4.3/5
- Supported Platforms: Windows, iOS, Android, Mac, Web
- Pricing: starting from $65 per user/month
On #7, I have ranked Close. This CRM software is best suited to your small business needs if you need a CRM with integrated emails and call solutions. The tool allows you to optimize your workflow by giving you an overview of all of your sales activities through a timeline, so you know what should be done next.
The Smart View facilitates the users to create custom criteria for accessing any kind of information related to leads instantly. This also allows you to reach potential leads in less time.
- Timeline view to visualize details about the sales process and identify bottlenecks faster
- One-click automated calling with built-in speed dialer
- Call recording functionality, along with listening to them directly from the timeline
- Automated email tool for sending automatic follow-ups and keeping track of conversations
- Individual reports visualizing the sales activity for each of your team members
- Basic – at $65 per user/month. CRM with built-in email sync, global calling, and SMS
- Professional – at $95 per user/month. Sales automation with email sequences, and power dialer
- Business – at $145 per user/month. Advanced CRM functions for high volume teams
- Our Rating: 4.2/5
- Supported Platforms: Android, iOS
- Pricing: starting at $19 per user/month
If you don’t want to switch applications for your CRM, this next best CRM software is for you. Copper is designed specifically for people who frequently use G-suite. The Chrome extension of the software allows you to fetch tasks directly from your email inbox and track conversations, so you don’t have to juggle between multiple applications.
With workflow automation, you can effectively streamline your sales process, and once the deal is done, the seller gets a personal notification. The tool integrates seamlessly with all other G-suite applications, like Google Sheets, Hangouts, etc to further make things easier for you.
- Standard email templates to send emails simultaneously
- Gmail integration to directly import and act on tasks
- Lead management to convert potential leads into customers
- Contact management to keep all your contacts in one place
- Pipeline management to monitor the progress of deals
- Integration with G-Suite
- Basic – at $19 per user/month. Basic reporting, sales forecasting, and G-suite integration, among other features
- Professional – at $49 per user/month. Task automation, workflow automation, integrations, activity reporting, and many other features
- Business – at $119 per user/month. Elaborate CRM with more storage space and multiple integrations
- Our Rating: 4.2/5
- Supported Platforms: Android, iOS
- Pricing: at $19 per user/month when billed annually
Nimble is a simple CRM software that brings together your contacts, sales, communication, and business intelligence in one place. Through the dashboard, you can get a quick glimpse at your sales pipeline, appointments, and deals to make informed decisions.
The sales funnel allows you to monitor the number of prospects present in each stage. Furthermore, the business signals functionality allows you to scan the social media of your prospect customers to better understand their behavior patterns.
- Dashboard to get sales and customers’ insights quickly
- Contact management to keep all your contacts’ information updated
- Prospector feature to discover new contacts’ information
- Simple pipeline manager to keep track of all the deals
- Sales forecasting and pipeline analytics
Nimble Business – at $19 per user/month when billed annually. All the features are available in this plan.
- Our Rating: 4.2/5
- Supported Platforms: Android, iOS, Web, Mac, Windows
- Pricing: starting at $69 per month for all users
The last spot in my roundup of best CRM for small businesses and startups goes to Bitrix24. A fairly basic, yet comprehensive CRM solution which comes with all the essential tools your business needs. The tool provides a decent feature set to cater to the CRM needs of small and medium-sized businesses effectively.
The calendar view allows you to easily schedule appointments, book resources, and monitor employee availability without any hassle. The tool also comes with numerous reports to evaluate the performance, like activity reports, deal reports, and sales reports.
- Sales funnel to keep a check on all the sales processes
- Pipeline management for monitoring deals
- Bookings and scheduling through the calendar
- Multiple custom reports and dashboard for evaluating the performance
- On the cloud and on-premise availability
- Free – $0 for teams who’re just gearing up
- CRM+ – $69 per month, all users. Designed for small companies
- Standard – $99 per month for all users. For midsized companies
- Professional – $199 per month. For teams requiring advanced sales automation tools
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