Product and service reviews are conducted independently by our editorial team, but we sometimes make money when you click on links. Learn more.

Best CRM Software of 2020

By Simone Johnson,
Business News Daily Writer
| Updated
Oct 12, 2020

We've examined the best customer relationship management (CRM) services for small businesses. Check out our reviews to find the right program for you.
Featured Sponsor
Base Fee: Plans start at $12 per user per month.
Best Easy-to-Use CRM
Base fee: $79 per month
Best Low-Cost CRM
Base fee: $10 per user per month
Best Free CRM
Base fee: $50 per month
Best for Growing Businesses
Base fee: $25 per user per month
Zoho CRM
Best Overall CRM for Small Businesses
Read Review
Base fee: $12 per user per month
We've examined the best customer relationship management (CRM) services for small businesses. Check out our reviews to find the right program for you.
  • CRM stands for customer relationship management program, which is used to engage and build relationships with consumers.
  • CRMs can be hosted in the cloud or on-premises.
  • CRMs help users manage their customers' data.
  • This article is for small business owners interested in finding information on the best CRMs and what to look for when choosing one.

When searching for a CRM, there are multiple factors to consider, including how much it costs and whether it has all of the features and tools your company needs. With so many options on the market, we spent time researching and analyzing more than 60 systems to determine the ones we think are best for various types of businesses. We came to our conclusions after looking at a number of factors, such as how much each CRM costs, how simple it is to use and how well it integrates with other popular programs. You can read more below about our recommendations, as well as what you should be thinking about when choosing CRM software.

Update: This page has been updated to add two more questions to its FAQs section.

Find the Right CRM Software for Your Business

Fill out this questionnaire to find vendors that meet your needs.

Our Reviews

Freshsales: Featured Sponsor

Freshsales is a customer relationship management software solution by Freshworks that makes it easy for businesses of all sizes to attract, manage, close and nurture their leads. With an intuitive user interface and an expansive feature set, including built-in phone and email, artificial intelligence-based lead scoring, visual deal pipelines, intelligent workflow automation, and customizable visual reports and dashboards, Freshsales gives businesses everything they need to manage their sales without having to juggle multiple tools. Freshsales, a customer relationship management software application by Freshworks, is designed for businesses of all sizes. With an easy-to-use user interface, Freshsales makes it simple for businesses to attract, manage, close and nurture their leads. The software includes several valuable features, including built-in phone and email service, artificial intelligence-based lead scoring, intelligent workflow automation, customized visual reports and dashboard, and a visual deal pipeline. In all, Freshsales provides businesses with a CRM that lets them manage all of their sales leads from one program.
Read Review

Keap: Best Easy-to-Use CRM

You can set up automated processes that send messages to new leads.
Keap's marketing campaign builder allows you to automate any sales or marketing process you design.
Keap does not offer customer support over the phone on weekends.
Keap offers a wide range of features to help small businesses better organize their contact data so they can deliver great service. Through its plethora of marketing tools, Keap's platform keeps your customer information organized and your sales team's daily work in one place. This creates a less cumbersome and repetitive experience for users, allowing more time for you and your team to move through sales tasks seamlessly. Keap's all-in-one sales and marketing software is designed to be easy to use for entrepreneurs and startups.
Read Review

Less Annoying CRM: Best Low-Cost CRM

With just one subscription plan costing $10 per user per month, Less Annoying CRM takes the complexity and expense out of adopting a customer relationship management solution. Less Annoying CRM doesn't have all the features competing CRMs have, but it simplifies the implementation process: You can expect to have the system up and running in hours. Anyone interested in Less Annoying CRM can check out a software demo and screenshots online without filling out a form or submitting a request. It's an approachable small business tool that can handle all of your needs from a sales and CRM standpoint, plus it's easy to implement, whether you have experience using CRM solutions or not.
Read Review

HubSpot CRM: Best Free CRM

HubSpot offers independent contractors and owners of tiny businesses an easy entry into the world of CRM solutions. The free version of HubSpot may offer enough functionality to improve processes and organization at zero cost. It offers users a wealth of training resources in its online library, including learning guides, invoice template generators, email signature generators and marketing plan template generators. Motivated users have a great DIY buffet of options – without the need to spend money on development and training. Of all the companies we reviewed, HubSpot has the best free option. This is ideal for very small businesses or other companies that have little experience using CRM systems. Further, HubSpot has one of the most extensive online training libraries to pull from.
Read Review

Salesforce: Best for Growing Businesses

Salesforce is an all-in-one, cloud-based solution that has everything you need in CRM software. Although this software is typically associated with larger businesses and enterprises, Salesforce's small business edition lets you take advantage of the product's robust set of CRM tools and resources at an SMB-friendly price. Part of Salesforce Small Business Solutions, the platform is very easy to use and includes key features like lead generation, contact and opportunity management, sales forecasting, and workflow automation. While small businesses can take advantage of the lower-priced tiers, the plans and features of the Salesforce system are suited for larger businesses.
Read Review

Zoho CRM: Best Overall CRM for Small Businesses

Easy to implement, intuitive to use and inexpensive to adopt, Zoho CRM offers users lots of functionality at a competitive price point. While the customization options aren't as extensive as those of some other CRMs we reviewed, there are still many ways to tailor Zoho to meet your needs. Like Zoho's other business apps, its CRM module feels modern, clean and immediately intuitive. Zoho also offers a bevy of click-to-install extensions through the Zoho Marketplace, and the easy adoption process make it possible for businesses to build out a custom CRM solution without a developer. Zoho CRM is an extensive solution that's ideal for just about every small business. It has a decent price point and provides good support to customers.
Read Review

CRM Pricing

Most customer relationship management software is priced on a per-person, per-month basis, but companies typically opt for annual billing to simplify the payment process. With that in mind, these are the general pricing tiers you can expect.

  • $10 to $15: Inexpensive CRM products are a great option for tiny businesses with modest needs, and there are many services that only charge $10 to $15 per user per month. Affordable systems like these typically have quick implementation times and don't usually require much in-house tech support to get things up and running. If you want a fast solution with minimal hassle, this price range is a great place to start. Just make sure the storage options meet your needs; low-cost CRMs usually cap the number of records they can store.

  • $20 to $40:For additional features and a broader range of integrations with third-party systems, a CRM priced in the $20 to $40 range will likely meet your needs. The majority of CRM software we reviewed falls into this price range, because it's designed to meet the needs of the SMB set. As you peruse options in this price range, check for limitations on the number of users supported and storage caps that could force you to upgrade to higher-priced plans.

  • $50 to $75:CRM software that falls in the $50 to $75 range per user is typically intended primarily for enterprise use. Such systems often include options to integrate with legacy systems and allow greater customization than other CRMs. As powerful as they are, systems like these are not necessary for most small businesses.

  • $250 or more:High-end CRM systems often include extensive training, customization and implementation services with the software. An additional reason behind the steep cost of these solutions is that they are not cloud services; instead, they can be hosted locally, which is a boon for organizations with unique security needs. 

Most CRM services offer free trial periods for new customers, so you can test-drive the system of your choice without the risk of sinking a lot of money into a product that ultimately doesn't work for you.

Key takeaway: Depending on the complexity of your needs, CRM software, which is typically priced on a per-person basis, can cost anywhere from $10 to more than $250 per month.

CRM Features

When seeking a CRM program, it's important to know what you need. Here is a list of common features you'll find in a CRM system. 

Workflow Automation

Workflow automation is the base of how your system moves and the automatic actions that take place within the software. Let's say a customer fills out a form; workflow automations will automatically send a message to the sales representative. This feature moves certain procedures and data along within your program. Workflow automation minimizes your workload and takes care of the tiny details that help operate your sales and marketing tasks.

Reporting

Reporting features are good for breaking down your sales and marketing data. This data helps you better understand and analyze information about leads, sales, the number of outbound calls being made and other important marketing metrics.

Customer Data Management

Understanding your customers is the first step in running a successful business. Customer data management allows you to organize data on customers clearly, which can ultimately lead to better customer relationships.

Customization

Making your CRM your own will reduce the learning curve of using it. When a program is customizable, you can pick the features you want and mold your contact fields, dashboard, reports, extensions and plugins to best support your needs and budget.

Third-Party Integrations

Third-party integration provides a wider range of features and tools to use within your CRM. You can connect your CRM to programs with features your system may not have, such as your email or accounting software. This saves you from manually entering data you already have in another program, constantly flipping between apps and spending money on additional tools for your CRM.

To ensure you get the most out of your CRM system, outline what you're looking for and need before buying. This will keep you from overpaying for features you'll never use.

Key takeaway: Common features in most CRM systems include third-party integrations, workflow automation, customer data management, and customization and reporting options.

Types of CRM

The main difference between an on-premises CRM and a cloud-based CRM is where the system is located. An on-premises CRM, also referred to as an onsite CRM, is hosted on your office server and installed directly onto each user's computer. It also requires a larger one-time fee, and your company must handle the upgrades and system maintenance. Unlike an online CRM, it does not require an internet connection.

A cloud-based CRM, on the other hand, is hosted on the CRM provider's server. This means no installation is needed and it charges lower monthly fees. You and your team can access the program remotely from anywhere, and the CRM provider handles all upgrades and maintenance.

Key takeaway: There are two kinds of CRM systems. An on-premises CRM is housed on your company's servers and installed on your computers. A cloud-based CRM doesn't require installation and is available on any device as long as you have your login information and pay the subscription fee.

Frequently Asked Questions About CRM

What does a CRM system do?

Customer relationship management systems help your sales team log communications, manage leads and sometimes build marketing campaigns. A CRM allows you to maintain and build a relationship with your customers and other businesses.

Organizations use CRM solutions for a variety of reasons. Initially, though, the CRM industry was geared primarily toward sales and PR professionals, offering a convenient way to store information and track communications with customers. Today, CRM solutions straddle several areas of business customer relationship management, marketing, analytics, communication and lightweight project management. Some CRM systems even have built-in chatbot and calling capabilities, letting your sales reps communicate with clients directly from the system.

What are some examples of CRM software?

Customer relationship management (CRM) software refers to any tech solution that helps businesses manage communication with current and potential clients. Leaders in the CRM software industry include Salesforce, Zoho and HubSpot. 

What makes a CRM system "open source"?

When software claims to be open source, it typically means that some or all of the source code is available to users for review and modification. Developers and programmers who want the ability to customize their CRM software extensively often opt for open-source solutions.   

What are the differences between ERP, CRM software and marketing automation?

Enterprise resource planning (ERP) software has some overlap with CRM software, so it's understandable that there's frequent confusion regarding the difference between ERPs and CRMs.

ERP software is intended to manage nearly every aspect of a business's operations, including accounting, human resources, inventory and analytics. As such, CRM capabilities are often built into ERP software. CRM software focuses specifically on managing customer information, logging interactions with clients and storing sales-related lead details. Marketing automation is what businesses use to streamline, automate and measure marketing tasks to build their revenue.

Should I consider a free CRM?

The obvious perk to using a free CRM is that it does not cost anything. Systems like HubSpot move the needle when it comes to what free CRMs can offer, improving business processes and organization at zero cost.

Free programs typically limit the number of users, much like their integration offerings and campaign creation opportunities. They give you just enough features to show you that you may need more. In other words, they are good starter programs to use while you figure out exactly what you want.

However, you may run up against poor security features or a lack of automatic backups. Free programs can be breached or lost, and there isn't much support for growing companies.

What other tools integrate with CRM software?

Sales and marketing add-ons are the most common tools integrated with CRM solutions. Reporting and tracking tools are also popular. Direct integrations typically connect the fastest, while third-party integrations require middleware to facilitate the exchange of data between the CRM, the operating system and other applications. Custom API integrations typically take longer because the integration has to be built.

How do I get my team on board with CRM software?

It's important to communicate to your team the benefits of a CRM system. Include your staff in the search process so you can find a solution that everyone is pleased with. Before and during implementation, make sure your team gets all the training they need so they're comfortable using the program. Talk to employees about their concerns and encourage them to ask questions so the training representative can address them. You want your team to feel that they can comfortably and proficiently use the CRM system.

What is a CRM analyst?

A CRM analyst examines your consumer data to help your business make the best sales and customer service recommendations. These experts help you understand your customers' needs and interests so you can determine the best ways to market to them. 

What are the disadvantages of CRM?

Some CRM systems may not be affordable for small business owners. In addition to being pricey upfront, many CRM services have hidden costs. For example, you might also be paying for system administrators, software developers, maintenance and data backups. Read the fine print and ask the CRM company about any hidden costs before determining whether you can afford a certain system.

Your CRM could also negatively impact your business if it shuts down or fails. You run the risk of losing all your records, which can hurt your business financially. Also, depending on the CRM's learning curve and your team's experience, training your staff to use the CRM effectively can be a long and tedious journey.

What is the first step in the CRM process? 

The first step in the CRM is process research. Take time to understand your target audience and how you should approach them. You want to know their interests, how they prefer to be contacted, their demographics and what form of communication they respond to the best.

Then, divide your targets into groups so you can market to them directly according to their preferences. Gathering and grouping your leads is an important initial step in the CRM process, allowing you to better understand the marketing strategy you should create so you can successfully turn them into customers.

How do CRM systems typically handle automation?

You can automate three kinds of tools within your CRM – your marketing, sales and service roles. CRM automation allows your program to perform manual tasks repeatedly so an employee doesn't have to. This not only saves time and streamlines your team's workflow, which can boost your overall productivity, but is also especially useful for moving consumers from the informational and knowledge-based part of the customer experience to the stage where they can be molded into a customer.

Previous Best Picks

Business News Daily strives to find the best products and services for your small business. We invest hours into identifying and researching the best products and services so you feel confident about our recommendations.

We update our categories each year, considering changes in the industry and new companies. Our process involves revisiting our previous best picks to determine if they are still the best in their categories.

In addition to our current recommendations, here are the companies we previously selected as best picks:

Community Expert Insight

Rameez Ghayas, digital marketer at PureVPN, believes that the best CRM programs are straightforward and agile systems that push users to develop and strengthen customer relationships.

Qualities that Ghayas valued when searching for a CRM included quick and easy setup, ease of use, minimal upkeep necessary to function well, useful integrations, and customer intelligence features. It is for these reasons that he currently uses automated sales CRM Salesflare

"You won't have to manually input data anymore, as Salesflare integrates with your email, calendar, phone, social, web, company databases, etc.," Ghayas said. "It's a sales CRM that fully automates customer info and timelines."

Stephanie Riel, marketing automation consultant at RielDeal Marketing, felt that HubSpot was a great program because it offered similar advantages.

"I like that there are a plethora of free tools and resources, including contact management, tasks and activities, reporting, and more basic tools," Riel said. "Their interface is also very user-friendly for those without much previous CRM experience. It is a great introduction to CRM for small business owners that scales at a moderate price point for the functionality. HubSpot's real-time support is also amazing. Their team is accessible and helpful as you're using the system."

Riel had also tried Salesforce, but she ultimately switched to HubSpot because she found Salesforce's interface confusing and hard to use. She also did not find its customer support tools helpful.

Sanket Abhay Desai, digital marketing consultant for It's Online Marketing, felt that it was important for a CRM to support and help build the relationship between clients and companies. He found these features in HubSpot, which increased his customer conversions by 7%.

"Its marketing module makes marketing automation very seamless," Desai said. "HubSpot's marketing component called Workflow helps structure drip campaigns and follow-ups very easily. Testing different landing page templates and CTAs within Workflow is also very easy and intuitive."

What to Expect in 2020

As CRMs have improved, they have become more sophisticated and integrated with a wider range of business operations. Social media and email integration, for example, have been hallmarks of the CRM evolution. With the emergence of artificial intelligence and machine learning, CRM functionality only continues to grow.

In fact, AI use cases in CRM are expected to increase by more than 250% over the next two years. The top expected use cases for AI include customer segmentation and data modeling, programmatic advertising, media buying, and personalization for specific channel experience. Generally speaking, AI will continue to automate key CRM functions, reducing the need for manual reentry of data and the potential for human error that comes along with it.

In 2020, look for more automation and integration to streamline CRM usage, boost productivity and widen the scope of business operations that CRM tools impact. The developers who tap into these trends in a way that maintains or enhances user experience will be poised for success in the new decade.

Key takeaway: As CRMs develop, we expect for them to increase their social media integration, emailing tools and use of AI.

Our Methodology

 

Locating the Best Services

To determine the best CRM software, we started by asking small business owners what software they use, what their likes and dislikes were, and what they think makes the "perfect" CRM software.

Choosing the Best Services

Next, we looked at CRM software that appeared on review sites, business websites and other reputable online sources. We also considered popular CRM software that we were familiar with, had heard about or received requests to consider.

Researching Each Service

From these sources, we gathered more than 60 vendors and listed their features. We broke that list down to 25, comparing them based on standout features like training and implementation resources, ease of use, speed of setup, design, and cost of additional features.

Analyzing Each Service

During our research, we tested our finalist picks ourselves. We signed up for business accounts, tried out software demos, downloaded their mobile apps, watched videos and contacted the vendors with questions, posing as business owners. To come to our final best picks, we evaluated each CRM on its cost, ease of use, contact management features, lead generation tools, sales and marketing tools, employee-tracking capabilities, customization options, automation capabilities, third-party integrations, reporting and analytics, mobile access service limitations, and customer service.

 
Simone Johnson
Simone Johnson,
Business News Daily Writer
See Simone Johnson's Profile
Simone R. Johnson was born and raised in New York City. She graduated from the University of Rochester in 2017 with a dual degree in English language media and communications and film media production. She has been a reporter for several New York publications prior to joining Business News Daily and business.com as a full-time staff writer. When she isn't writing, she enjoys community enrichment projects that serve disadvantaged groups and rereading her favorite novels.

Full List of CRM Software

Tailored for higher ed, schools, and nonprofits, 360Alumni is an engagement platform designed to keep one's network up to date and informed. Its solution offers several tools, including a map-based directory, end-to-end event management (fundraisers), job boards, mentorships, fundraisers and email marketing software so schools and nonprofits can cultivate and sustain an active online community.
Aavaz specializes in call centers. Among its various services for call centers is its contact management solution, which keeps track of your call and lead histories.
Originally developed as an internal CMS for a service, Accelo was launched in 2009. Accelo offers cloud-based software for professional service businesses. Its CRM platform offers a host of valuable features, including real-time conversation analytics, multi-user syncing, the ability to create, send and convert quotes, and more. The company offers pricing plans to fit the budgets of small and larger businesses. The platform integrates with G Suite, Office 364, QuickBooks and more.
Act! Growth Suite, by Swiftpage, marries a proven CRM to the power of Marketing Automation. Act! provides businesses with a toolset to build relationships, maximize engagement and drive business growth. The software takes the guesswork out of choosing where to focus time and resources by offering intelligent, prioritized recommendations based on the level of engagement of customers and prospects.
AgentCubed is a CRM solution designed specifically for insurance agents. It offers lead generation and distribution, CRM, and agency management features in one platform. CRM features include integrated telephony, call scripting and quoting. Tools such as real-time sales analytics and integrations for automated underwriting and commissions help agencies track sales and streamline operations.
Sales, marketing, telephony and customer service features all unite with Agile CRM. This affordable SaaS product offers a free version for up to 10 users and 50,000 contacts. The Enterprise version is priced at under $50 per user, per month.
If you're looking for a simpler way to acquire leads and maintain customer relationships, AllProWebTools' CRM software is a unique integrated solution.This CRM tool is part of a business suite that also includes email, web and e-commerce hosting, marketing, task management, and timecards. Having all these tools available from one dashboard keeps you organized and saves you time.
Apptivo CRM combines contact and lead management with project management and marketing software to help your business connect better with customers. Apptivo CRM is part of Apptivo's suite of business solutions.
Auric Prospector aims to make it easier for you to manage your many customers, leads and business contacts. The application is an all-in-one CRM that includes lead management, analytics and customer service features.
Use Outlook as your CRM software with Avidian. The company's own Prophet CRM turns your inbox into a full-featured, mobile-friendly CRM solution. From contacts to emails, tasks, notes, appointments and meetings, Avidian also syncs all your data in a familiar platform you likely already use every day.
Easy-to-use Azurepath lets you automatically track data to keep every lead current. You can customize fields, layouts and views, and quickly batch-update your data.
Called an "intelligent productivity platform," Base is all about using data to help your business make wiser, more informed sales decisions. It closely monitors your sales pipeline, sales rep activities, goals and quotas to make sure your team is productive and succeeding.
Batchbook is a comprehensive CRM for small businesses and freelancers, offering social monitoring of your contacts and goal tracking in addition to contact information management.
Bitochon allows you to sync CRM emails with outlook, view information on a simple dashboard design and more. The service also allows for certain levels of customization.
BlueFolder's CRM software focuses on making it easy to communicate with customers by keeping their information just a few clicks away at all times. Other features included a detailed and user-friendly customer portal.
Do you own a real estate business? BoomTown's predictive CRM software is designed specifically for agents, teams, brokerage firms and other real estate professionals. Services include lead generation, a website builder, success management and the ability to manage multiple offices.
True to its name, Buddy CRM acts as a small business's CRM BFF for establishing and keeping customer relationships. It starts by giving you all the information you need about customers before you even contact them, so you're always prepared for a sales call or meeting. Buddy CRM also gives you at-a-glance looks at the status of your business throughout the sales cycle, so you can pinpoint hot leads, identify where and why sales are lost, monitor KPIs and track team activities from a single screen. It also comes with a free mobile app, so you can take Buddy CRM with you wherever you go.
Own a service-oriented business? Bullhorn CRM is specifically built to help service providers strengthen relationships with customers while improving sales productivity and driving growth. There are also dedicated CRM software offerings for niche businesses, such as staffing and recruitment firms and PR agencies.
CRMNext is a financial services CRM that enables omni-channel customer interactions from a single platform. It offers numerous features to improve your sales, including marketing, social media, process management, collaboration, analytics and cross-selling tools.
CallPro CRM Software provides users a number of different features designed around better conversations. With better conversations come better customer leads and relationships, which can lead to more sales.
Campaigner offers two types of CRM software. One is for businesses that deal with shorter, simpler sales processes, and the other combines CRM with sales-process management to help companies with longer, more complex sales processes. The latter option offers more advanced functionalities, such as reporting, customization, a sales process API and more.
Capsule aims to make CRM as simple as possible by offering six core capabilities to help you run your business: managing relationships, managing the sales pipeline, organizing emails, saving contact histories, performing task management and completing customization.
If you're looking for a simple way to gather, manage and convert leads, LeadMaster can help. First, the software aims to save you hours spent looking for high-quality leads by automating your marketing system. Next, its sales lead-management tools helps you turn those leads into sales by making it easy to track, analyze and communicate with those prospects.
Need more flexibility in your CRM software? Maximizer is an all-in-one CRM solution that is completely customizable to cater to your business's unique needs. In addition to offering three robust CRM tools – sales management, marketing automation and customer service – the software also gives you a choice of using the cloud-based version of the software or an on-premise version hosted on your own servers.
Do you use QuickBooks as your accounting software? Intuit-approved Method works with QuickBooks to integrate your customer data with your financial data. This software links and syncs everything from contact information to invoices, purchase histories and much more to give you a complete view of customers in one, easily accessible place.
Microsoft Dynamics CRM takes a different approach to CRM. The software uses social insights, business intelligence and campaign management to help your business strengthen relationships with customers, improve marketing campaigns and, ultimately, boost sales. It is available in the cloud, on premise or a combination of both, and you can integrate the software with Office 365 for even more productivity.
A SMB-focused lightweight CRM solution, Outlook Customer Manager is part of the Microsoft Business Center, which comes standard with all subscriptions of Microsoft 365 Business and Office 365 Business Premium. This tool integrates with Outlook and all other related Microsoft products, and allows businesses to manage, track and grow customer relationships through the familiar Outlook interface, with very little implementation time or technical oversight required.
NetSuite CRM lets you track leads through each step of the customer lifecycle, from lead generation to prospect nurturing, sales ordering, fulfilment and support. It also shows you opportunities for up- and cross-selling, as well as renewals to boost sales and maintain customer loyalty. Other features include order management, commission management, sales forecasting and e-commerce.
Specially built for small businesses, Nutshell helps you close sales fast. In addition to standard CRM features like contact and lead management, Nutshell also offers collaboration tools, custom reporting and third-party integrations. You're also in luck if you use Google Apps; the software automatically imports Gmail messages and events and meetings into Google Calendar. It promises fast deployment, too, so you can get started in no time.
Odoo is an open-source software that focuses on tracking leads, closing opportunities and generating accurate forecasts. And because it's open source, it lets you customize the software to your exact needs and add on a wide range of apps. Supported apps include marketing, project management, e-commerce, website building, billing, accounting and even human resources. Odoo is a little on the pricier side, however. It requires a monthly per-user fee in addition to a monthly per-app fee, though you get two free users to start. You can also use the software on multiple companies for an additional fee.
OnContact combines CRM with marketing automation, giving you a complete sales and marketing solution in one. Unlike many CRM solutions, however, OnContact comes with powerful customer-service features, such as contact center capabilities and incident tracking, so you can be there for your customers whenever they need you. OnContact is available as a cloud-based or on-premise software.
Small business owners like Pipedrive because it is simple and easy to use. It's also a highly visual platform, making it easy to quickly navigate the dashboard and get the data you need at a glance. There is also no training required, and setup takes less than two minutes, so you and your team can get started right away.
PipelineDeals doesn't just help you boost sales; it also helps you and your staff be more productive. What makes it stand out from other CRM software is that it goes the extra mile. For instance, it can send snapshots of your pipeline to your inbox every morning so you know exactly how your business is doing before you even open the software. Plans also come with premium support, so you can reach a real, live PipelineDeals representative any time to help resolve any issues.
Podio aims to cut through the noise of CRM and deliver a clutter-free CRM solution. It is a very lightweight software that lets you customize features, so you get all the capabilities you need without all the fuss. With this product's simple interface, you can easily get where you need to go without getting lost in extra steps navigating the software.
SAP offers enterprise-level CRM tools at a small business price point. Features include lead, contact and opportunity management, as well as robust collaboration capabilities to help you and your team engage more effectively with customers. It's also easy to get started — just follow the step-by-step wizard and you're good to go — and you can manage the software yourself (for instance, you don't have to wait on SAP to make user changes to your account). And because the software is built for small businesses, there are no minimum user requirements and it is scalable to your needs as your business grows.
Sage CRM is an all-in-one solution that lets you do more with your CRM. In addition to contact and lead management, Sage CRM offers targeted marketing, email marketing, social CRM and more. It also comes with a built-in customer-service portal to help you deliver excellent customer support. And if you use Sage ERP, Sage CRM integrates seamlessly for even better sales acceleration.
Salesnet takes CRM to the next level by pairing it with Microsoft Office. Besides Salesnet's native CRM features, the software integrates with Outlook to automatically sync contacts, meetings and tasks; Excel to view and edit reports; and Word to merge data and attach files to the software.
If you want a truly comprehensive CRM solution, check out Snapforce. This CRM software eliminates the need to use multiple tools to manage your business. In addition to core CRM features, Snapforce offers cloud-based file storage, calendars and event management, email syncing with your email client, and case management via a ticket system. It also comes with a complete call center software, so customers can reach you with a simple phone call.
Vtiger is a one-stop shop for all your sales, marketing and customer-support needs. It features a bevy of built-in CRM solutions, including email marketing, project management, calendar and task management, reporting, document management, and more. It also has a customer portal where customers can access their accounts and submit help tickets.
Known for its high level of customer satisfaction, Workbooks is one of our runner-ups for the best CRM software for small business. It focuses on four core areas of CRM: sales to boost your business's growth, highly targeted marketing to help you get the most ROI, order fulfillment to streamline your sales processing and customer support to keep your customers happy. A free version is available for up to two users; it also comes with free online support.
iSEEit offers an intuitive way for sales people to manage all their daily sales activities. This iPad and Web-based CRM solution makes it easy to focus on the right steps to move deals through your pipeline by letting you better qualify leads, tasks, and opportunities; manage deals via milestones and qualifiers; and coordinate and collaborate with customers and colleagues, all from a single, consistent source.
Funnel believes its service can help improve the business operation of anyone from a freelancer to a business owner. Features include contact management tools and contact form designs.
HaystackCRM allows your business to track sales from start to finish. Features include a user-friendly dashboard, a to-do list and a team-tracking tool.
eWay-CRM is a CRM add-in for Outlook, and it's available on iOS and Android. The software offers a free plan, a monthly subscription plan and a lifetime license.
SugarCRM allows startups to craft a fully customized CRM solution, without starting from scratch. It has a highly active online dev community, plus tons of other developer resources.
Known as an Intelligent Relationship Platform, Nimble automatically syncs all types of contact data across multiple channels, including social media. It uses "social listening" to filter contacts and prospects on sites like Twitter, Facebook, Google+ and LinkedIn to help you find and close high-value opportunities. The software also syncs emails, direct messages and @mentions, making them easily accessible straight from your dashboard.
Featured Sponsor
Freshsales
Freshsales features built-in phone and email applications in a platform focused on following leads while eliminating potential clutter.
Monday.com offers a variety of templates for teams to choose from – and this is just a starting point, as you can customize the system to fit your exact workflow and needs. You can use as many templates as you'd like to address all your different workflows. Monday.com's goal is to let you make the software your own by helping you express what's important to your company and add the information you need.
Image Credit: shironosov / Getty Images
Back to Top
Back to Top