Customer Relationship Management
CRMs help you keep an overview of sales performance by way of various metrics such as calls made and deals booked. This is ideal for managing your pipeline.
Small business CRM Software helps you track and visualize sales performance metrics through customer relationship profiles.
TABLE OF CONTENTS
11 Best Accounting Software
Small businesses are the backbone of any economy, and managing customer relationships effectively is key to their success. Customer Relationship Management (CRM) software is a powerful tool that enables small businesses to manage customer interactions and data in one centralized location.
There are many tools available, Uprighte is here to simplify the best CRM software search for your business. This article will look at the top 11 best CRM for small businesses, highlighting their key features and benefits to help you make an informed decision.
Top 11 best Customer relationship management software 2023
1. Base CRM
Base CRM is a software designed for small businesses. It helps businesses manage their sales, contacts, and deals in one centralized platform. Features include lead tracking, email integration, and mobile access. It is user-friendly and customizable, making it easy for small businesses to streamline their sales processes and improve customer relationships.
Features offered by Base CRM
- Contact and lead management
- Sales pipeline tracking and forecasting
- Email and calendar integration
- Task and activity tracking
- Customizable reports and dashboards
- Mobile app access
- Collaboration and team management tools
- Integration with popular business tools (e.g., Google Drive, Slack)
- Advanced search and filtering capabilities
- Automatic data backup and syncing
- Advanced security features (e.g., two-factor authentication)
Pricing
Base CRM offers a free trial, with pricing plans starting at $25/user/month for the Basic plan, and $65/user/month for the Professional plan. They also offer a custom Enterprise plan for larger businesses.
2. HubSpot CRM
HubSpot CRM is a tool designed for small businesses. It offers a range of features, including contact management, lead capture, and sales tracking. It also integrates with other HubSpot tools, such as automation and email marketing. It is user-friendly and easy to set up, making it an ideal CRM solution for small businesses looking to streamline their sales and customer management processes.
Features offered by HubSpot CRM
- Contact and company management: Allows you to store and organize information about your contacts and companies in one place
- Lead capture and tracking: Tools to help you capture leads from your website and track their progress through your sales pipeline
- Sales automation: Automates repetitive tasks such as email follow-up, calendar scheduling, and document sharing
- Marketing automation: Allows you to create and manage marketing campaigns, track their performance, and segment your audience
- Email marketing: Includes email templates, list segmentation, and A/B testing
- Analytics and reporting: Provides data and insights to help you understand how your marketing and sales efforts are performing
- Integrations: Integrates with a variety of other tools, such as social media, web conferencing, and e-commerce platforms
- Customizable dashboards and workflows: Allows you to customize the layout of your dashboards and create custom workflows to fit your business needs.
Pricing
HubSpot CRM offers a free plan and paid plans that range from $50 to $3,200 per month, depending on the features and number of contacts needed. They also offer custom plans for enterprise-level businesses.
3. Zoho CRM
Zoho CRM is a comprehensive solution designed for small businesses. It offers a range of features, including sales automation, marketing automation, and customer service management, all in one platform. It helps businesses manage leads, contacts, and deals, streamline sales processes, and improve customer engagement. Its user-friendly interface and affordable pricing make it a great choice for small businesses looking to improve their customer relations.
Features offered by Zoho CRM
- Marketing automation and campaign tracking
- Email and social media integration
- Mobile accessibility
- Customizable dashboards and reports
- Advanced analytics and data visualization
- Multi-language and currency support
- Integration with other Zoho applications and third-party tools
- Role-based access and security controls
- Automated workflow and task management.
- E-commerce and integration with payment gateways
- Document management and storage
- Advanced security and data protection features.
Pricing
Zoho CRM offers a free plan for up to 3 users and paid plans starting at $12 per user per month for the Standard plan and $35 per user per month for the Professional plan.
4. Salesforce CRM
Salesforce CRM is a cloud-based CRM system that helps businesses manage and analyze customer interactions, sales, marketing, and support activities. It includes lead and opportunity management tools, contact and account management, and analytics and reporting. It also offers integration with other business systems and mobile access.
Features offered by Salesforce CRM
- Contact and account management
- Lead and opportunity tracking
- Sales forecasting and pipeline management
- Marketing automation and campaign management
- Customizable dashboards and reports
- Mobile access and offline capabilities
- Integration with other business systems (e.g., email, calendar, accounting)
- Collaboration tools for teams
- Advanced analytics and data visualization
- Advanced security and data privacy features.
Pricing
Salesforce CRM offers a variety of pricing plans to fit the needs of businesses of all sizes. The plans range from $25 per user per month for the “Lightning Essentials” plan to $300 per user per month for the “Unlimited” plan
5. Pipedrive CRM
Pipedrive is a CRM software for sales teams. It helps manage leads, deals, and customer interactions in a simple and organized way. It includes contact and deal tracking features, email integration, and customizable sales pipelines to streamline sales processes and increase productivity.
Features offered by Pipedrive CRM
- Contact and deal management
- Customizable sales pipeline
- Lead capture and qualification
- Task and appointment scheduling
- Email tracking and integration
- Customizable reports and analytics
- Mobile app access
- Collaboration and team management tools
- Integration with other tools and services (e.g., email marketing, accounting, etc.)
- Automated workflow and email campaigns
- Advanced search and filtering capabilities
- Multi-language support
- Secure data storage and backup.
Pricing
Pipedrive CRM offers three pricing plans Basic ($12/user/month), Standard ($24/user/month), and Advanced ($49/user/month). Each plan includes increasing levels of features and customization options.
6. Apptivo CRM
Squarespace is an all-in-one e-commerce platform that allows businesses to create and manage a website, sell products and services, and manage their online presence. It offers a user-friendly interface, customizable templates, and integrated SEO and marketing tools, making it easy for businesses to launch and grow their online store. Squarespace is the best e-commerce platform that offers a range of features, such as inventory management, shipping and tax calculators, and secure payments.
Features offered by Squarespace
- Built-in e-commerce capabilities, allowing businesses to sell products and services directly from their website
- Customizable templates and design options for a professional, polished look
- Integrated inventory management and order tracking
- Secure payment processing through Stripe, PayPal, and other major providers
- Ability to create and manage product listings, including multiple variations and options
- Built-in marketing tools, such as email campaigns and abandoned cart recovery
- Mobile-responsive design for optimal user experience on all devices
- Integration with popular apps and services, such as Google Analytics, MailChimp, and more
- 24/7 customer support is available through email, chat, and phone
Pricing
Squarespace pricing for an eCommerce platform starts at $26/month for the Basic Online Store plan, with additional options for Business and Advanced plans at $40/month and $300/month, respectively. All plans include a 0% transaction fee
Create Free Business Profile on Uprighte
7. Sugar CRM
Sugar CRM is a software that helps businesses manage and analyze customer interactions and data. It offers sales automation, marketing automation, customer service, and analytics. It is available in both cloud-based and on-premise options. It is designed to help businesses streamline their sales and marketing processes and improve customer interactions.
Features offered by SugarCRM
- Sales automation and lead management
- Marketing automation and campaign management
- Customer service and support management
- Collaboration and team management
- Customizable dashboards and reports
- Mobile access and integration with various apps and platforms
- Advanced analytics and data insights
- Multiple languages and currencies supported
- Built-in e-commerce and payment processing capabilities.
Pricing
SugarCRM offers three pricing plans Professional, Enterprise, and Ultimate. Prices vary depending on the number of users and level of support needed, with the Professional plan starting at $40 per user per month and the Ultimate plan starting at $150 per user per month.
8. Nutshell
Nutshell CRM is a software that helps businesses manage and track customer interactions, leads, and sales activities. It provides tools for sales forecasting, marketing automation, and lead tracking. Nutshell CRM is designed for medium and small sized businesses and offers a user-friendly interface and customizable features.
Features offered by Nutshell CRM
- Contact and lead management
- Sales pipeline tracking
- Email and calendar integration
- Customizable reports and dashboards
- Mobile app access
- Task and opportunity management
- Team collaboration and sharing
- Email tracking and logging
- Integration with popular business tools such as Google Drive, Mailchimp, and Slack
- Advanced search and filtering capabilities
- Multi-language support
Pricing
Nutshell CRM offers three pricing plans: Basic ($19/user/month), Pro ($49/user/month), and Enterprise (custom pricing). All plans include access to all features and unlimited storage.
9. Insightly CRM
Insightly is a CRM software that helps businesses manage their contacts, deals, projects, and tasks in one central location. It offers lead tracking, sales forecasting, and automation to streamline the sales process and improve customer engagement. It also integrates with other tools, such as email and calendar apps.
Features offered by Insightly CRM
- Contact and organization management
- Customizable pipelines and workflows
- Lead and opportunity tracking
- Email and calendar integration
- Task and project management
- Document and file storage
- Reports and analytics
- Mobile app access
- Collaboration and team management
- Customizable fields and forms
- Third-party integration options (e.g., Google Apps, Office 365)
Pricing
Insightly CRM offers three pricing plans: Basic (free), Plus ($29/user/month), and Professional ($49/user/month). Each plan includes different features and storage limits.
10. Freshsales CRM
Freshsales is a CRM software that helps businesses manage and track their sales leads, contacts, and deals. It offers lead capture, email tracking, call logging, and pipeline management to streamline the sales process and improve productivity. Freshsales also integrates with other tools, such as marketing automation, analytics, and social media, to provide a comprehensive business solution.
Features offered Freshsales CRM
- Contact and lead management
- Sales automation and forecasting
- Email and call tracking
- Deal and pipeline management
- Customizable dashboard and reports
- Mobile app for on-the-go sales management
- Integration with popular email, calendar, and web conferencing tools
- Multi-currency and multi-language support
- Customizable lead scoring and routing
- Advanced automation using triggers and workflows
- Advanced analytics and reporting
- Team collaboration and task management
- Third-party integration through API and webhooks
- Secure, reliable, and scalable cloud-based platform
- 24/7 customer support
Pricing
Freshsales CRM offers three pricing plans: Sprout (free), Blossom ($12 per user/month), and Garden ($25 per user/month). The higher plans offer more advanced features and increased storage capacity.
11. Zendesk Sell CRM
Zendesk Sell CRM is a software that helps businesses manage their sales pipeline, track customer interactions, and improve team collaboration. It features tools for lead management, contact management, deal tracking, and integrations with popular productivity and communication apps. It is user-friendly and easy to use, making it ideal for small and medium-sized businesses.
Features offered by Zendesk Sell
- Contact and lead management
- Deal tracking and forecasting
- Sales automation and workflow management
- Mobile app for iOS and Android
- Email integration
- Customizable sales pipeline
- Sales reporting and analytics
- Customizable dashboards
- Integration with other tools such as G Suite, Outlook, and Slack
- Collaboration tools for team members to work together
- Built-in phone and email support
Pricing
Zendesk Sell CRM offers three pricing plans the Basic plan at $19 per user per month, the Professional plan at $49 per user per month, and the Enterprise plan at custom pricing. All plans include access to the complete feature set and customer support.
How to choose the best CRM for your small business?
Choosing the best CRM system for your small business can be daunting, as there are many options available, and it can take time to know which one will best meet your specific needs. We will explore key factors to consider when selecting a best CRM for a small business.
1) Determine Your Needs
Before looking for a CRM system, it is vital to take a step back and consider what your business needs regarding customer management. Consider the features and functions most beneficial for your business, such as contact management, sales tracking, and marketing automation.
2) Evaluate Your Budget
CRM systems can vary widely in terms of cost, from free, open-source options to expensive enterprise-level solutions. It is important to consider your budget when selecting a CRM system, as you don’t want to overspend on a system with more features than you need. On the other hand, you also don’t want to skimp on a system that won’t meet your needs.
3) Consider Scalability
As your business grows, your CRM needs will change. It is crucial to select a system that can grow with your business. Look for a system that can handle increasing contacts and sales and integrate with other software or platforms that your business may use in the future.
4) Evaluate Integration Capabilities
Many small businesses use multiple software and platforms, such as accounting systems and email marketing tools. It is important to select a CRM system that can integrate with these other tools to ensure that your data seamlessly flows between them.
5) Look for Ease of Use
A CRM system is only helpful if your team uses it. Look for a system that is easy to navigate and use, with a user-friendly interface. This will make it more likely that your team will use the system.
6) Read Reviews and Test Drive
Before making a decision, read reviews and testimonials from other small business owners using the CRM systems you are considering. Also, test drives the system to see how it works in action.
Considering these factors, you can select the best CRM for a small business for your small business. It’s important to remember that the best system for you is the one that meets your specific needs and budget, so take the time to evaluate your options carefully.
Best practices
Ultimately, the best CRM for a small business will depend on the business’s specific needs. It’s essential to consider factors such as the size of the sales team, the types of products or services offered, and the budget for the CRM. It’s also recommended to try the CRM with a free trial before making a final decision.