You could boost your company’s profits by almost 100% by retaining just 5% more of your customers. This is all the more important in the challenging times brought on by a worldwide pandemic and the economic fallout it includes. That’s where CRM software comes into play. CRMs are a critical way for small businesses to build and improve relationships with their customers. CRMs are geared toward improving the success of small businesses, but they can act as a central nervous system for your company as a whole, keeping customer information, calendars, task assignments, and more into a central location. From sales tracking and calendar management tools to lead capturing, funneling, sales insights, and forecasting, these tools offer small businesses both macro and micro views of their tasks and needs. The question isn’t whether your small business needs CRM, but rather, which CRM is best for your small business. Now is a good time to consider implementing a CRM so you can hit the new year with an efficient and organized process in place to reach your 2021 goals. Here’s a look at our top 10 CRM software picks and a guide to help you decide which is best for you.
- Best forVisual thinkers
- Price$8 per seatper month
- Free trial14 days
Celebrated for its ease-of-use, as well as its capabilities, Monday’s CRM is a favorite among midsized businesses and budding start-ups.
For one thing, it boasts one of the most approachable pipelines in the industry. The view is deceptively simple, with plenty of space for lead details, customer info, and tasks all organized into a clean interface. Monday lets you capture and prioritize leads, set tasks and deadlines down to the minute, and track sales progress reports. Another strength is its capacity for collaboration; easy-to-view timelines with a Kanban view allow everybody to stay apace of tasks and share information in one central location, which might explain why it’s the favored CRM software for industry-leading companies like Wix.com and Philips.
Monday easily integrates with Google Drive, Slack, Trello, and Dropbox, and offers dedicated mobile apps for iOS and Android. Customer support is well represented with webinars, tutorials, and several avenues for contact.
- Simple customization
- Free trial
- Timelines with Kanban view
- Falls short on marketing tools
- Too expensive for some midsize businesses
- Best forFirst-time CRM users
- Price$12.50per month
- Free trial14 days
Pipedrive’s visual-driven CRM pipeline makes managing sales leads a breeze. Designed primarily for small to midsize businesses, it offers a touch of everything that could benefit a small business—workflow automation, statistics tools, and customizable lead stages—all smartly packaged in software that opts for accessibility over complexity.
The compelling feature is the pipeline itself, which allows sales teams to collect, track, prioritize, and optimize sales leads. Customer data can be easily stored in the pipeline, which can be tweaked as leads advance or fall behind. Lead-booster, Pipeline’s lead generation tool, uses a Chatbox to automatically route hot leads to sales reps, and can sync up with the calendar to schedule appointments. The software also features sales reporting and forecasting tools as well as email integration.
Part of Pipedrive’s charm is its usability; even those new to CRM can pick it up in a short amount of time, and scale their use as they assign and track leads. The software connects with hundreds of apps and has 2-way sync with Google apps and Drive. Pipedrive comes in 3 plans with progressively more advanced features, though users can take advantage of the free 14-day trial to play around and see it it’s right for them.
- Seamless pipeline view
- 2-way sync with Google apps
- 14-day free trial
- Not ideal for larger businesses
- No VoIP system
- Best forBusinesses seeking a simple CRM solution
- Price18 per month
- Free trial30 days
Capsule CRM is a good solution for businesses that want an easy-to-learn tool that their sales staff will be able to use immediately, without the need for extensive training.
It allows businesses to create leads from an intuitive dashboard and track deal flows throughout the pipeline. Capsule CRM integrates with an array of other business solutions that are in common use, so it should fit right into any company’s existing workflow comfortably.
- Easy to use
- Attach unlimited documents to leads
- Lacks some advanced CRM features
- Best forThose on a budget
- Price$12per month
- Free trial15 days
Zoho has plenty to offer small to midsize businesses on a budget. It’s reasonably priced but thoroughly equipped with lead generation tools, social media marketing capabilities, and reporting and forecasting features. Though Zoho is focused primarily on sales processes, it offers a solid retinue of tools for customer service and marketing teams, including live chat customer support, website visitor tracking, and auto responding.
Clients who already use Zoho’s other software are at an advantage, though its CRM software is approachable by anybody, and it does integrate with apps such as Shopify, MailChimp, and Office360. It comes as a free version which has limited capabilities, as well as tiered plans with increased user capacity and advanced features that accommodate businesses at whatever level they’re at.
- Free version available
- Social media capabilities
- Good for sales, CS, and marketing teams
- Works best with Zoho business software
- Dashboards can be overwhelming
- Best forService-based businesses
- Price$19per month
- Free trial14 days
Designed explicitly for small, service-based businesses, vCita has drawn more than 100,000 professionals to its specialized CRM software, and for good reason.
vCita is one of the rare products that’s tailored to small businesses that operate on appointments. Professionals such as accountants, therapists, medical professionals, and consultants will most benefit from the calendar management feature that allows them to book appointments and manage their schedule. The software also offers billing and invoicing services, another big plus for independent professionals. On the user side, meanwhile, a client portal allows clients to book appointments and make payments online. vCita also offers marketing campaigns and lead capturing to help professionals grow their business while managing their existing clients.
vCita offers a free 14-day trial, as well as 3 packages, starting with an essentials pack and topping out at the platinum package that includes customized marketing campaigns sent out to a maximum of 10,000 recipients.
- Designed for appointment-based professions
- Client-facing payment and scheduling portal
- 14-day free trial
- Not ideal for non-service companies
- Largest package only supports 20 team members
- Best forIndependent businesses
- Free trialN/A
Hubspot’s CRM software is free and therefore best suited to small businesses only in need of the core essentials. That said, it’s earned high reviews and offers a solid line-up of tools that make it worth considering for SMBs looking to increase sales.
Hubspot CRM has a clean dashboard that lets you sort deals and track all pertinent information which can be sorted by lead status, name, amount, or by custom filters, all so you can view your sales funnel in real-time. The software syncs up with Gmail and Outlook and includes tons of free communications tools such as live chat, cross-team emails, and a central inbox for sales, marketing, and customer service teams to manage conversations.
Most notably, Hubspot allows an unlimited amount of users and storage that can reach up to a million contacts. While limited for clients with advanced needs, Hubspot exceeds what you’d expect for free software and is a capable solution for small businesses looking to improve organization and productivity.
- Free software
- Up to 1 million contacts
- Unlimited users
- Basic software
- No statistics or forecasting tools
- Best forSmall sales teams that want a big technological solution
- Price$29 per user per month (billed annually)
- Free trial21 days
What happens when you put one part automation together with 2 parts clean layout and 3 parts high powered functionality? The answer: something like Freshworks CRM!
Formerly known as Freshsales, this tool scales all the way through to enterprise levels, and takes massive advantage of automation to help lead sales and marketing teams do more every workday.
- AI-powered lead scoring
- Automation and workflows
- Free trial only 21 days
- No reports with free version
- Best forThose that want an on-premises CRM
- Free trial30 days
InfoFlo CRM is a great choice for businesses that want to run a CRM tool locally on their own server. It also includes the functionality necessary to run on the cloud for a basic and advanced subscription.
The basic product is backed by a wide library of add-ons to add features such as PBX and advanced searching.
- Cloud and on prem
- Advanced search feature
- Advanced search feature
- Not a huge user base
- Missing some integrations
- Best forSmall businesses that want a CRM provider they can trust
- Price$69 per month
- Free trialNone
Sage CRM is a cloud CRM that allows businesses to visualize their sales pipeline, set targets for sales teams, link marketing campaigns to sale leads, and many more sales and marketing functions. This is a serious CRM with many big clients. Therefore, it’s not the cheapest option on the market, but it does provide good value considering all of the features it offers.
- 100% cloud-based
- Dashboard that gives a clear overview of the business
- Not the cheapest tool on the market
- Support materials are lacking
- Best forLarge businesses and enterprises
- Free trialYes
Netsuite CRM allows its enterprise customers to gain a 360 degree view of customer activity encompassing marketing activity, sales records, and even customer support.
Its features support automation, lead scoring, customized reporting, and its support is provided in accordance with strictly defined service level agreements (SLAs).
- 360 degree customer view
- Strong support
- Minimum $999 spend
- Atypical lead syntax