“CRM is your GPS to a better route on your Business Development journey.” - Bobby Darnell
Are you finding it time-consuming to manually input and organize customer data for effective communication? Are you experiencing difficulties in tracking and managing customer inquiries, issues, or complaints?
What did you say? Yes, perhaps I might listen to it.
Let me share a myth about CRMs, gone are the days when CRMs were only used by large companies. Today, even small businesses can leverage CRMs to automate lead-generation processes and boost their sales.
As a small business owner, managing customer relationships can be overwhelming. With the help of a Sales CRM software, you can automate and handle multiple tasks such as lead and contact management, automated follow-ups, analytics, and reporting preparation, email templates, and more.
For instance, if you run a small online store selling handmade accessories, the Sales CRM can help you keep track of each customer's details, their orders, and any special requests. This makes it easier for you to provide personalized assistance when a customer contacts you with a question about their order.
The Sales CRM also ensures that you never miss an opportunity to reconnect with a customer and offer new products based on their preferences. This way, you can manage customer relationships more effectively and enhance the overall shopping experience.
However, selecting the best sales CRM software that aligns with your business can be challenging. To assist you in making an informed decision, I have put together a list of the 29 best sales CRM software options for small businesses that you can rely on.
Sounds interesting? Let's get started. But before we dive in, let me provide you with a glimpse of the benefits of sales CRM to refresh your memory.
Sales CRM software for small businesses offers numerous benefits and is capable enough to handle different types of sales leads. So let’s begin, below are some benefits of sales CRM.
Now that we know the benefits, let’s get right into the list.
You need to keep a lot of things in mind all the time when running a small business. It requires lots of time, resources, and focus. But after some time you get used to it. So here are a few more things for you to think about, but I promise these will actually help your small business succeed.
I have got you some important things to consider when choosing a CRM for a small business, explaining all the different options and sharing some tricks of sales automation that will make your choice easier and more fruitful.
Zixflow is an all-in-one AI-based CRM software designed to empower your sales team in managing, engaging, and retaining customers. It centralized customer data, tracks interactions, and streamlines sales processes. The platform simplifies and automates daily sales tasks, allowing your team to focus on core activities: attracting leads and transforming them into customers through effective storytelling and outbound sales strategies.
For small businesses, Zixflow's CRM system offers customer information, tracks conversations, and simplifies the selling process. By providing a better understanding of customer preferences, it lets you keep your customers happy and satisfied.
Plus, it automates tasks, giving you more time for customer interaction and enabling informed, customized decisions that cater to your customers' unique needs.
Zixflow offers a centralized space for your customers' data through a dedicated feature called 'People.' Acting as a centralized database, 'People' enables you to store comprehensive customer information, encompassing details such as names, emails, company affiliations, job titles, phone numbers, and addresses.
This feature empowers you to efficiently handle customer data, including adding new entries, searching for specific customers, making modifications, and deleting records as needed.
By utilizing Zixflow People, you can seamlessly access customer details, histories, and preferences. This accessibility enhances your ability to manage customer relationships effectively and helps you build a personalized experience by understanding and addressing individual needs.
As a leading sales automation tool in the market, Zixflow streamlines your sales process, minimizing manual tasks and enabling you to concentrate on impactful sales engagement strategies instead of routine activities. Automated workflows seamlessly guide leads through the sales funnel, initiate follow-up actions, and ensure timely communication.
Take advantage of workflow automation to create various sales cadence automation to optimize each stage of your sales process, whether it's lead qualification, nurturing leads, or closing deals.
Zixflow offers a solution to help you diversify your outreach through various campaigns, ensuring you reach your audience effectively without overwhelming them. Some of them are
Connect with potential customers by sending personalized messages through WhatsApp to capture leads effectively. Take advantage of Zixflow's WhatsApp campaign builder that allows you to effortlessly send bulk WhatsApp advertising messages so that you can attract more customers.
Whether you're running an e-commerce store or any other type of business, make use of attractive templates to engage your audience and leave a lasting impression. This user-friendly approach ensures that your outreach efforts are not only efficient but also visually appealing, increasing the chances of meaningful interactions and conversions.
Craft exclusive campaigns effortlessly with Zixflow’s email automation. Select from pre-built templates or customize them to meet your specific needs. If you're new to content creation, you can take the help of Zixflow's AI writer to summarize and generate engaging emails. All you need to do is just share your preferences, then easily schedule and follow up with clients without any hassle.
The pricing plans of Zixflow software are budget-friendly and convenient for users to onboard the sales team.
4.8 out of 5 (15 reviews) by G2.
4.7 out of 5 (80 reviews) by Capterra.
Zoho CRM is a robust CRM software that gives your small business all you need. To go from the first hello to the deal-closing handshake, and beyond.
No matter the size of your organization, Zoho CRM can be easily tailored to suit your business needs. With the user-friendly interface, it lets you create and recognize modules, add custom fields and sections, create new layouts, and even clone layouts.
You can also customize your home page, manage module views, create templates, and do a lot more. Besides being scalable Zoho CRM allows you to automate all your routine activities, updating records, and assigning tasks.
You can boost your team’s productivity by creating workflows that automatically trigger actions based on preset conditions.
You can create a blueprint to mandate the conditions your salespeople need to follow to close deals.
4 out of 5 (49 reviews) by G2.
4.3 out of 5 (6602 reviews) by Capterra.
Insightly organizes all the people and the organizations you have connected to. It is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't.
Insightly helps teams build and convert sales pipelines, increase productivity, and build lasting customer relationships.
Centralise and manage all your customer, sales, and business data leads, contacts, emails, events, quotes, projects, tasks, opportunities, and business reports in one easy-to-use, flexible, and secure CRM that scales with your business.
Increase sales efficiency and transparency with Insightly’s enterprise-grade Products, Price books, and Quotes (PPQ) capabilities.
Quickly search, track, and manage millions of distinct products and services right inside the Insightly platform. Connect products and services to individual opportunities, eliminating human errors, bottlenecks, and inconsistencies.
With Insightly’s PPQ, your field teams can generate custom quotes, contracts, and proposals for their opportunities with just a few clicks.
4.2 out of 5 (12 reviews) by G2.
4.1 out of 5 (636 reviews) by Capterra.
Zendesk is a cloud based sales CRM platform that uses web-based application tools that help your marketing, sales, and teams to collaborate on the needs of customer leads.
Zendesk Sell is best for businesses that need to provide customer support. It’s a CRM platform with integrated ticketing and help desk features, which allows you to manage customers from a single dashboard.
4.2 out of 5 (10 reviews) by G2.
4.3 out of 5 (153 reviews) by Capterra.
With Pipedrive you will get a range of contacts and deal management features, tons of integrations, and user-friendly interface, and responsive customer support.
The best of Pipedrive is that you can test the service for yourself with a 14-day free trial before making a commitment.
However, if you are short of budget and you still want to enjoy the benefits of CRM software then the free CRM’s are definitely worth considering.
4.2 out of 5 (18 reviews) by G2.
4.5 out of 5 (2923 reviews) by Capterra.
Salesforce is one of the best sales CRM software and is easy for small businesses and startups to build stronger client relationships with an all-in-one sales and support solution that is easy to use, set up, and maintain the best client management software with standard cost.
Salesforce software gathers your leads' contact information from social profiles, email signatures, and other public sources. Plus, all of your meetings and phone calls are automatically logged, so you don’t have to worry about forgetting or doing tedious data entries.
4.5 out of 5 (22 reviews) by G2.
4.4 out of 5 (18132 reviews) by Capterra.
Monday is a very popular name that has gained a lot of popularity and customers over the past few years.
So first let’s cover the good stuff about this provider. The first thing I would appreciate about Monday is its powerful feature set despite being a free option. You are getting all the essential features that you can expect from a CRM.
It lets you manage and implement a sales engagement platform to streamline sales engagement activity from leads and contact management to the sales pipeline.
There are also features for customizing sales pipelines and workflows to increase productivity. You will have time-tracking timeline views and automated notification tools.
However, the free version does not include advanced features such as integrations with third parties, software advanced reporting and automation tools. But still, I consider the features good because you are getting everything for free.
4.7 out of 5 (9883 reviews) by G2.
4.6 out of 5 (4537 reviews) by Capterra.
Freshsales has the most modern and attractive user interface. And not just the appearance, the features are also very amazing and overall accessibility is also good.
And just like bitrix24 despite being a free CRM, FReshsales allows you to add unlimited users and along with having unlimited users with Freshsales free CRM, you can get features to maintain details of the sales cycle, create marketing email journeys, make calls from within the CRM, set up chatbots for your website and beyond the go with mobile app.
Apart from this, it has a very wide marketplace application integration. So you can integrate other software into your CRM.
4.5 out of 5 (1110 reviews) by G2.
4.5 out of 5 (601 reviews) by Capterra.
Hubspot is by far the most popular and feature-rich CRM software out there. With their free plan, they offer a truly unbeatable combination. Not only do you get an unlimited number of users but you also get to manage an impressive 1 million contacts.
And that’s one of the main reasons why HubSpot is better than most free CRMs out there.
It has free tools for everyone on your team. The free version offers features like reporting dashboard, company insights, deal tracking, and pipeline management. To explore more you can also try the free version.
4.4 out of 5 (10957 reviews) by G2.
4.5 out of 5 (3972 reviews) by Capterra.
From automatic lead assignment and lead advancement to task reminders, Nutshell reduces busy work for managers and sellers so you can focus on building relationships.
Nutshell offers a flexible B2B sales trends tracking platform, offering multiple ways for sales reps to view, manage, and prioritize your leads.
4.2 out of 5 (922 reviews) by G2.
4.3 out of 5 (447 reviews) by Capterra.
Keap is a powerful and easy CRM and sales/marketing platform for small businesses. Its goal is simple: to help you cut through the noise and focus on getting more sales.
This software uses automation tools to help you generate different types of sales leads, convert more clients and create more fans.
Keap offers many pre-written email templates to save time while contacting new leads more efficiently. You’ll also get status updates and reminders about following up with contacts to help you guide them down your sales funnel.
4.2 out of 5 (1463 reviews) by G2.
4.1 out of 5 (1260 reviews) by Capterra.
Capsule is easy-to-use CRM software, which is a good solution for small and medium-sized businesses.
Capsule helps you to improve the sales process, manage sales pipelines, and optimize performance.
Capsule helps its users to stay organized, know more about their customers, build strong relationships, and make the most of sales.
Capsule CRM software is no longer tied to a license per machine but is available from the cloud wherever you are.
4.6 out of 5 (148 reviews) by G2.
4.5 out of 5 (157 reviews) by Capterra.
Salesmate is the smart solution for CRM for small to medium-sized businesses to enhance their sales management.
With Salesmate you can now easily track the sales progress, and deals and get real-time entire sales reports.
4.6 out of 5 (73 reviews) by G2.
4.7 out of 5 (88 reviews) by Capterra.
Freshworks is a popular CRM software for small businesses. It’s easy to use and offers a sales-oriented approach with all the features you need.
It has an excellent dashboard that gives you immediate access to contact management, reports, emails, phone calls, and more. And, if the intuitive, web-based interface wasn’t enough, there are also mobile apps so you can make sales wherever you go.
4.5 out of 5 (7121 reviews) by G2.
4.5 out of 5 (601 reviews) by Capterra.
Engagebay, as the name implies, aims to capture and engage website visitors to generate leads. And having done well may convert them into loyal customers.
To capture and nurture contacts, the marketing suite includes lead scoring, forms, email templates, landing pages, and other tools.
You can also create an automated workflow plus you can design and send emails and videos to your segmented lists.
Apart from the rich functionality, engagebay also wins brownie points for very responsive customer service. It’s a cut above the rest besides this one of the prominent features that grab users' interest is its clean and simple user interface.
Despite some in-depth features all of which are well implemented, you can just jump in and access everything easily. Another area where Engagebay has an edge over its competitors is the pricing because they have made sure that its plans provide value for the money.
4.6 out of 5 (213 reviews) by G2.
4.7 out of 5 (604 reviews) by Capterra.
Well if you are already familiar with the name Bitrix24, then you know that it isn't technically a CRM software. It’s an all-in-one business software where you can collaborate with your team on basically everything.
So the first highlight about this provider is that it is free forever for unlimited users. Yes, there is no cap on the number of users which is obviously amazing.
Secondly, Bitrix24 is not just a typical free CRM software. It is a suite that features more than 30 tools for sales, administration, and marketing among other free CRM platforms.
Apart from providing basic leads and contact management features, its free plan also has some advanced features including customer sales stages, quotes and invoices, custom workflows, and automatic lead assignment.
The reporting is also very deep even on the free plan. The analytics page has dozens of tabs tracking numbers on employee performance or activity reports.
4.1 out of 5 (510 reviews) by G2.
4.1 out of 5 (797 reviews) by Capterra.
ClickUp is a task management CRM platform for small businesses.
It is a modern CRM software that helps to manage day-to-day communications and data from prospects, contacts, and customers.
Communication is key, and ClickUp has got you covered keeping your clients in the loop by sharing bits and pieces of what you are working on with your clients.
It offers native integrations with popular apps, includes a customizable dashboard, and expands use cases to an infinite number of business areas.
4.7 out of 5 (9207 reviews) by G2.
4.7 out of 5 (3973 reviews) by Capterra.
InfoFlo is a call-tracking software that is designed to serve startups, small businesses, and agencies. This call-tracking software has a simple interface and is easy to use.
The call tracking software helps you to track and record incoming calls, attribute these to the right marketing channels, and generate more leads.
You also have access to InfoFlo’s core features, like email marketing, appointments, and meetings, project management, Skype and Outlook integration, and task management, all of which can be shared amongst team members in real time.
4.5 out of 5 (91 reviews) by G2.
4.5 out of 5 (95 reviews) by Capterra.
Daylite CRM is one the best-recommended software for freelancers and businesses looking for a customer relationship management (CRM) system for Apple devices and not compatible with Windows or android devices.
Daylite software is used in service industries such as real estate, legal, financial, agencies, consulting, and coaching for Mac, iPhone, and iPad and helps you to manage your business efficiently and organize everything in one place.
Daylite helps small business owners reduce the time it takes to manage clients, sales, and projects, giving them more time and freedom to do what they love.
4.5 out of 5 (164 reviews) by G2.
4.5 out of 5 (359 reviews) by Capterra.
Vtiger CRM helps small businesses streamline their operations and improve performance and relationship selling by providing quality tools and functionality across sales, help desk, and marketing teams to build long-lasting connections with buyers.
Vtiger creates integrated forms and creates lead records in CRM when visitors submit their contact details on your website.
Vtiger creates tasks for the salesperson to complete to advance the deal to the next stage. Once you get used to its unique interface, you'll quickly and efficiently jump between multiple tasks.
4.3 out of 5 (408 reviews) by G2.
4.3 out of 5 (336 reviews) by Capterra.
Less Annoying CRM is designed to help small businesses making it simple and efficient to handle activities surrounding leads and customers.
It gives companies easy access to cloud-based platforms for storing contacts, tracking leads, and managing tasks to help close more deals.
4.9 out of 5 (572 reviews) by G2.
4.8 out of 5 (556 reviews) by Capterra.
Onpipeline CRM, the term itself says that the system keeps track of everyone within your sales pipeline. sales pipeline.
Onpipeline is a cloud-based CRM for small businesses that uses spreadsheets to track your contacts. It is simple, easy to use, and priced accordingly for sales organizations to help you easily manage your sales pipeline.
Onpipeline deals are very straightforward and easy to use. The interface is able to import and export data that is useful for reporting.
4.3 out of 5 (3 reviews) by G2.
4.3 out of 5 (3 reviews) by Capterra.
HONEYBOOK is a clientflow CRM and its features focus on typical features that independent owners need, which include, lead capture and nurturing, booking, project management, and collecting client feedback.
HoneyBook features task management that lets you view and track various stages of a project. You can keep invoices, contracts, and other documents in one place. Also, you can respond to clients with automated appointment requests and follow-ups using personalized templates and notifications.
In addition, automated payment reminders can be sent and task reminders can be created based on the projects.
4.5 out of 5 (158 reviews) by G2.
4.8 out of 5 (597 reviews) by Capterra.
Semrush is a sales CRM software which is designed for digital marketing agencies, freelancers, and consultants who work easily and adeptly with multiple clients.
It also allows you to organize all your client data in one interface, streamline the entire client management process, and build transparent communication with your clients by giving them 24/7 access to reports, tasks, and files.
4.5 out of 5 (1882 reviews) by G2.
4.7 out of 5 (2177 reviews) by Capterra.
ezeeCRM is a cloud-based sales CRM software used for small businesses, which is designed to help sales teams reach new leads, track opportunities, manage pipelines, and communicate with clients.
It helps small businesses implement their sales automation process that helps close more leads and generate more revenue by freeing up time that the sales reps spend on routine tasks,.and provides sales reps with the data they need to generate more sales.
It is very much capable of doing any level of customization as per the business process. It handles large-size data and is highly user-friendly and enterprise-ready. And most importantly it is very cost-effective.
4 out of 5 (8 reviews) by G2.
4.1 out of 5 (13 reviews) by Capterra.
It is easy to imagine the benefits when your sales force can book orders on the move. POCO CRM software is designed to help small businesses manage their sales force and everyday activities.
It helps you to keep track of the sales funnel, contacts, leads and opportunities and monitor the performance of the sales team.
No standard rating and review is present.
ZETA is a solution for multi-channel marketing that helps any small to medium-sized business to increase revenue by creating long-lasting customer relationships.
It recognizes your best customers and prospects across various channels and devices, delivers the right offer and content at the right time, and prefers channels based on unique attributes and unmatched predictive insight.
It provides multi-channel sales engagement access to a digital marketing engine for personalized, insightful conversations with your customers in real-time.
3.7 out of 5 (262 reviews) by G2.
5 out of 5 (1 review) by Capterra.
GOT is a cloud CRM software that increases your sales, strengthens your sales pipeline, and keeps your customers active.
GOT CRM simplifies your business with interactive dashboards and customized reporting for effective lead management.
It improves your sales process to organize your customers at each step with all new lead management and lets you know the accurate invoices with 100% security.
No standard rating and review is present.
We all are living in an era where everything has turned to be digital so why not the CRM? So, if your query is what is digital CRM, and how it impacts the whole scenario, this will clear all your doubts.
CRM means customer relationship management and digital CRM means maintaining the customer relationship through a digital medium or internet communication channels.
Digital CRM provides you with all the information of customers to the organization. It maintains customer databases, customer interactions, a good sales engagement plan, and customer satisfaction to grow your business.
You need to build a strong relationship with your customer, and then it is good for your business. If your customer is happy with your services, they can definitely share their friend’s experience, helping grow the business.
No standard rating and review is present.
Unlock the potential goldmine of opportunities for your small business by managing customers effectively with CRM software. A good CRM, like Zixflow, not only centralizes customer data but also tracks interactions, creating lifelong customers and recurring revenue.
Remember, finding the best sales CRM for your small business means trying it out first. Choose the CRM that aligns with your specific needs and fuels your business growth.
Selecting the right sales CRM is a crucial step. Assess your business needs and match them against CRM capabilities to find your perfect fit. You don't need a specialist in Customer Relationship Management – you need a CRM that suits your sales engagement activities.
Consider integrating Zixflow into your business strategy. Tailored for small businesses, it offers features and solutions to meet your unique needs.
Stay connected with your clients effortlessly by merging marketing and sales responsibilities. Don't miss out on any important opportunities. Zixflow could be the game-changer your business needs.
Get a personalized 🆓 Zixflow demo today!