Are you having trouble keeping track of customer details and building relationships? Then a customer relationship management (CRM) software can come in handy.
With CRM by your side, you can easily manage customers, leads, and clients. But selecting the right CRM can be tricky, especially if you’ve just started a business.
That’s why, in this article, we’ll show you the best CRM software for small business, so you can select a tool that has all the features and doesn’t break the bank.
Best CRM Software – Quick Overview
Here are our 8 top CRM software for small business. You can click the links below to skip ahead to the CRM you’re interested in learning about:
What is CRM for Small Business?
Customer relationship management or CRM software is an all-in-one tool that helps you manage your customer details, send emails, make calls, create reports, add notes, and much more. The beauty of CRM is that you can do all this without leaving the software.
For small businesses and startups, it’s good to start with CRM software. Usually, in the early days of a business, customer details are handled manually on spreadsheets and doc files.
But as the business grows, the manual process becomes ineffective and very difficult to manage. That’s why CRMs are highly useful. It helps your marketing, sales, and customer support teams to use the data to find amazing insights about customers.
That said, what should you look for in a CRM software?
How to Select the Best CRM Software?
When it comes to selecting a CRM software, you’ll have plenty of options in the market. But here are a few things you should look for in the best CRM software:
- Reporting – A good CRM will help you track your activities and generate reports to show your data, so you can make informed decisions.
- Ease of Use – Since CRM software offers lots of options, it’s easy to get lost. So, it’s important to select a tool that’s easy to use for you and your team.
- Integration – The best CRM software is the one that easily integrates with other tools and services, allowing you to automate multiple processes.
- Customization – When you’re choosing a CRM, make sure it lets you customize workflows and processes since every business is different. Through customization, you can tailor the tool according to your needs.
Now, are you ready to look at the best CRM software? Let’s start…
HubSpot is our number one pick and best CRM software you can get your hands on. Its 100% free and filled with features that you’d expect from a high-quality CRM, which is perfect for small business.
With HubSpot, you can manage and organize your contacts, see which deals they opt for and which deals were lost, giving you a complete view of your sales funnel. You can also connect your Gmail or Outlook accounts to track and capture emails.
It’s simple, very easy to use, and offers a clean visual dashboard for reporting. Here are other features that make HubSpot so attractive:
- Store unlimited users, data and 1 million contacts without any expiration date
- Integration 300+ apps including WordPress
- Get mobile apps for Android and iPhone
- Create custom filters to sort contacts
- Schedule emails, tasks, create tickets
- Use marketing tools like ad management and pop-up forms
Pricing: HubSpot is available for free. But if you want more advanced features like phone calls, meetings, and email tracking notifications, you’ll have to upgrade to a paid plan, which starts from $50 per month.
Constant Contact is widely known for its email marketing platform, but you can use it as the best CRM software as well. It’s excellent for small businesses as you can use it for email campaigns and manage contacts.
The dashboard offered by Constant Contact is simple, clean, and easy to use. You can track customers’ activities from your dashboard, display reports, send emails using its drag and drop tool, and store contact details with ease.
To get the most out of Constant Contact, you should check out these features:
- Schedule emails
- Create a sales funnel
- Use marketing automation to nurture leads
- Create beautiful emails using drag and drop builder
- Use 100+ email templates
- Easy integration with eCommerce platforms
- Run Facebook and Instagram ads to grow your email list
Pricing: The prices of Constant Contact depend on the size of your email list. They start from $20 per month for the normal plan and $45 per month for the plus plan. You also get a 60-day free trial.
Freshsales is also one of the best CRM software that’s loaded with features. It’s designed with small businesses in mind, as using the dashboard you can capture leads, manage contacts, create a sales funnel, make phone calls, and send emails without having to leave the CRM.
One of the standout features of Freshsales is its reporting capabilities. You can create simple to advanced reports, show sales and revenue data with graphical charts, and use your dashboard to display up to 6 reports.
Another aspect of Freshsales that makes it powerful is the 360-degree customer view. Using this, you can identify customer touchpoints, access their social profiles, and see their activities from a single screen.
Here are other amazing features of Freshsales:
- A.I. powered lead scoring helps prioritize leads
- Automatically updates contact profiles
- Create segments for different leads
- Schedule appointments, take notes, manage, and share files
- Get insights about deals through the dashboard
- Complete sales funnel view
- Track deals on the go with Android and iOS app
- Make calls and generate automatic call logs
- Assign local or toll-free numbers to your team
Pricing: Freshsales offers four different pricing plans starting from $12 per user per month (billed annually). You can start with their 21-day free trial and then select a plan.
GreenRope is an all-in-one CRM that helps you generate leads, increase awareness, and boost your conversions. It’s highly user-friendly and is one of the best CRMs for businesses of all sizes.
Using GreenRope, you can track emails, websites, and more in real-time. It helps you find the most converting pages, time on page, and total page views in a clean dashboard.
GreenRope is designed for anyone who is looking for a CRM that integrates sales, marketing, and operations in a single platform.
Few features of GreenRope include:
- Marketing automation
- Drag and drop builder to create amazing emails and landing pages
- Integration with popular apps like WordPress and Zapier
- Mobile app so you stay connected with the CRM
- Shared access for increased team collaboration
- HTTPS and two-factor authentication for security
Pricing: There are different packages offered by GreenRope, and they start from $149 per month. You get 1,000 contacts and all the features.
PipeDrive is one of the most user-friendly CRM software out there. It’s designed to be simple and make it fast for you to manage and access contacts.
Its pipeline management feature lets you visualize your entire sales process. Using it, you can take action, remain organized, and stay in control of your sales funnel. All you have to do is just log in, enter contact details into the pipeline and start selling to your customers.
PipeDrive offers more exciting features that you would expect from a CRM like:
- Email integration
- Email templates
- Track activities and goals
- Customizable pipelines
- Sales reporting and sales forecast
- Mobile apps for iOS and Android
- API for easy integration with any software
- Backups and encryption to secure your data
Pricing: Prices for PipeDrive start from $12.50 per user per month billed annually, and it comes with a 14-day free trial.
Drip is the leading eCommerce CRM in the market. It’s designed to increase sales of your online store and help you manage contacts, generate leads, and convert them into paying customers.
Drip is a powerful CRM and offers an attractive interface, which is very easy to use. It helps to bridge the gap between what your customers want and what your store delivers.
Drip is not just for eCommerce website users, as others can also use it for their businesses. Here are some of its features:
- Helps automate workflows
- Use tags, custom fields, and events to track customer activities
- Integrations with popular platforms like WooCommerce and OptinMonster
- User-friendly email builder
- Segmentation of customer data
- Content customization
- Custom conversion tracking
- Purchase intent marketing
- Automatic revenue attribution
Pricing: Drip offers three pricing plans with a 14-day free trial. Their basic plan starting from $49 per month and you get 2,500 active people, unlimited emails, and 24/7 live chat and email support.
Streak is a CRM built for Gmail and the best option for beginners and startups. Since it’s built into Gmail and G Suit, it is very easy to use.
Streak automatically captures data from your emails and contacts. It helps you set up and customize a process for your team, filter, sort, and group data, and see upcoming tasks.
Here are more attractive features of Streak:
- Track all your contacts in a pipeline
- Custom views of your pipeline
- Track and share customer interaction with your team
- Import and export data
- Use mobile apps to stay connected, track calls, and take notes
- Use mail merge to send mass emails
- Easy integration with 900+ platforms
Pricing: Streak is available for free for personal use. But if you want advanced features, then their professional plan starts from $49 per user per month (billed annually).
Agile CRM is another popular yet powerful CRM software. It’s designed to be user-friendly and with a simple dashboard, you can automate your sales, marketing, and customer service.
With Agile CRM, you can manage contacts, track deals, automate calls and voice mails, and much more. The CRM is filled with features and offers affordable pricing plans, which makes it ideal for small businesses.
Some of its features you might want to look at are:
- Create landing pages
- Track emails
- Build campaigns
- Marketing automation
- Use email templates to create attractive emails
- Add forms
- Social suit
- Add pop-ups and push notifications through web rules
Pricing: The free plan is available for up to 10 users. You can also select their paid plans which start from $8.99 per user per month and you get 10,000 contacts, 5 campaigns, 1000 pageviews and 5 web rules.
Our Recommendation: What’s the Best CRM Software
That’s it! You’ve made it to the end of our article. If you’re starting out, then we recommend you select HubSpot, as it’s the best CRM for small business. It’s 100% free, can hold up to 1 million contacts without any expiration date or time limit.
We hope that you liked our article on the best CRM software for small business. If you want, you can also check out our guide on tracking user engagement using Google Analytics.