Have you ever pondered the question how some small businesses are able to maintain customer satisfaction and organization without missing a beat?
Utilizing the appropriate Customer Relationship Management (CRM) software frequently holds the key. Struggling to track leads, set up email follow up with clients, or stay on top of your sales? The best CRM software can have a significant impact.
In this article, we’ll discuss the top CRM software for small businesses to grow, stay organized, and build stronger customer relationships. We’ll also discuss their pricing, pros and cons and why they stand out, so you know which options suit you best.
Contents
- Insightly
- Monday
- Salesforce Essentials
- HubSpot CRM
- Pipedrive
- Keap
- Bitrix24
- Freshsales (by Freshworks)
- Zoho CRM
- Agile CRM
- Capsule CRM
Insightly, a CRM that is easy to use, can be used by small businesses to track projects, manage relationships with customers, and boost sales. It combines powerful contact management with project tracking and automation, making it perfect for businesses that want to stay organized and boost productivity.
Whether you’re managing leads, sending emails, or handling post-sale projects, Insightly keeps everything in one place.
Why Insightly Is Different
Built-in Project Management: – In contrast to many CRMs, Insightly includes features for project management to assist businesses in tracking tasks even after a deal is closed.
Easy Integration: – It connects seamlessly with popular tools like Gmail, Outlook, Slack, and QuickBooks to simplify your workflow.
User Interface: – Designed with small businesses in mind, the interface is user-friendly, easy to use, and requires no technical knowledge to set up.
Powerful Reporting: – With in-depth dashboards and reports, you can gain useful insights into customer trends, team productivity, and sales performance. Automate tasks like lead assignment, follow-ups, and notifications to save time and stay on top of operations with customizable workflows.
Mobile-Friendly: – The Insightly mobile app for Android and iOS lets you stay in touch with your company wherever you go.
Plus Plan: – Each user pays $29 per month for the Plus Plan, which includes email tracking, task automation, and lead management.
Professional Plan: – Starts at $49 per user/month, adding workflow automation, advanced reporting, and custom dashboards.
Enterprise Plan: – Which costs $99 per user per month, includes features like custom permissions, lead scoring, and dedicated customer support.
Pros
– Good balance between CRM and project management.
– Easy to set up and use.
– Affordable for small teams.
Cons
– Limited marketing automation.
Insightly is a great choice for small businesses looking for a CRM that is easy to use, has project management features, and has strong integrations to help them stay organized and grow their customer relationships.
Monday is a CRM that small businesses can use to manage all of their customer relationships, projects, and sales from a single location.
On this visually customizable platform, you can track leads, collaborate with your team, and automate daily tasks. Monday simplifies and speeds up everything, from organizing your sales pipeline to following up with customers.
What Makes Monday So Special
- Highly Customizable – You can easily set up your CRM to fit your business needs with customizable workflows, templates, and dashboards.
- Visual and intuitive – The drag-and-drop interface makes it simple to track leads, assign tasks, and monitor progress at a glance.
- Automation Made Simple: Save time and stay organized by automating routine tasks like status updates, notifications, and follow-ups.
- Collaboration-Friendly – Work seamlessly with your team by assigning tasks, sharing updates, and communicating in one place.
- Integration with Popular Tools: To streamline your workflow, connect Monday to apps like Gmail, Slack, and Zoom.
- Scalable for Growth – Whether you’re a solo entrepreneur or growing your team, Monday.com adapts to your needs as your business expands.
- Free Plan – For up to two users, the free plan includes basic CRM features like task management and contact tracking.
- Basic Plan – Starts at $10 per user/month, offering unlimited boards, templates, and basic integrations.
- Standard Plan – Starts at $14 per user/month, adding automation, timeline views, and guest access.
- Pro Plan – Starts at $24 per user per month and includes advanced features like custom workflows, time tracking, and analytics.
- Enterprise Plan – includes features like enterprise-level security, advanced automation, and priority support.
Pros
- Extremely intuitive interface.
- Great for visual learners.
- Strong automation capabilities.
Cons
- Pricing can be high for small teams.
Monday.com is a great CRM software for small businesses looking for an easy-to-use and highly flexible CRM that can help them stay organized, collaborate better, and grow efficiently.
Salesforce Essentials is a powerful and easy-to-use CRM designed specifically for small businesses. It helps businesses manage customer relationships, track sales, and provide excellent customer service—all in one place.
With Salesforce Essentials, you get the reliability and advanced features of Salesforce, but in a simplified and more affordable package that’s perfect for growing businesses.
Whether you’re handling leads, automating follow-ups, or tracking interactions, this CRM makes it easy to stay organized and focused on growth.
Why Salesforce Essentials Stands Out
- Trusted Brand: Salesforce is one of the most well-known CRM providers, providing secure, dependable solutions that businesses all over the world rely on.
- User-Friendly Interface – Essentials is designed with small businesses in mind, making it simple to set up and use, even without technical skills.
- Automation Features – It helps automate tasks like sending follow-up emails, assigning leads, and tracking customer interactions, saving time and effort.
- Powerful Analytics – With built-in reporting tools, businesses can easily track their sales performance and gain insights to improve their strategies.
- Multi-Channel Support – Manage customer interactions from email, phone, and social media all in one place to ensure better communication.
- Scalability – As your business grows, you can easily upgrade to more advanced Salesforce solutions without switching to a new system.
Salesforce Essentials Pricing
Trial Version – Salesforce offers a free 14-day trial to test out the features before committing.
Essentials Plan – Starts at $25 per user/month, which includes lead management, contact tracking, email integration, and automation features.
Pros
– Trusted by many businesses.
– Highly customizable.
– Good customer support.
Cons
– Expensive for very small businesses.
– Can be complex for beginners.
Salesforce Essentials is one of the best CRM software for small businesses looking for an easy, yet powerful CRM backed by a trusted name in the industry.
It offers the right balance of affordability, functionality, and growth potential.
HubSpot CRM is one of the best customer relationship management (CRM) tools for small businesses looking to simplify customer relationship management. It’s easy to use, packed with useful features, and best of all, there’s a free version that covers lots of what small businesses requires.
With HubSpot CRM, leads can be tracked, contacts can be managed, follow-ups can also be automated, all in one place. It helps businesses stay organized and focused on growth without getting overwhelmed by complicated systems.
Why HubSpot CRM Is Different
- Free Forever Plan: In contrast to many CRMs, HubSpot provides a free plan with a lot of features to get started, making it ideal for small businesses with limited budgets.
- Easy to Use: The interface is simple and easy to use, so no technical knowledge is required to get started.
- Automation Tools – HubSpot helps businesses save time by automating emails, follow-ups, and task reminders.
- All-in-One Solution: It provides tools for sales, marketing, and customer service on a single platform, bringing everything together.
- Integrations: HubSpot integrates easily with your current workflow thanks to its compatibility with popular tools like Shopify, Gmail, Outlook, and Slack.
- Scalability: HubSpot can grow with your business by providing more advanced features as needed.
- Free plan – comes with essential features like email tracking, deal pipelines, and contact management for nothing. Starter Plan – Starts at $20 per month, adding more automation and support features.
- Professional Plan – has advanced features like automation workflows and reporting and costs $890 per month.
- Enterprise Plan – which costs $3,600 per month and is best suited for larger businesses with more intricate requirements.
Pros
- No cost for basic features.
- Integrates with Gmail and Outlook.
- Scalable for growing businesses.
Cons
- Advanced features require paid plans.
- Limited customization in free version.
Just starting out or looking to grow? A cost-effective and adaptable option for effectively managing your customers is HubSpot CRM.
Pipedrive is a simple yet powerful CRM designed to help small businesses focus on closing deals and growing sales. It has a simple, easy-to-understand interface that makes it simple to track leads and manage your sales pipeline. Whether you’re a solo entrepreneur or a small team, Pipedrive helps you stay organized, automate tasks, and ensure no opportunity slips through the cracks.
Pipedrive is a great choice if you want a straightforward CRM that keeps your sales process running smoothly.
Why Pipedrive Is Different
User-Friendly Interface: The visual sales pipeline makes tracking deals, moving them through stages, and knowing exactly where each lead stands a breeze.
Features Dedicated to Sales: Pipedrive, in contrast to other CRMs, was designed with sales teams in mind, allowing you to concentrate on closing deals more effectively.
Tools for automation: Save time by automating routine tasks like scheduling meetings, sending follow-up emails, and updating records.
Customizable Pipelines: – Easily customize your sales pipeline to match your unique business process and track progress in a way that works for you.
Smart Reporting: – Get detailed insights into your sales performance with customizable reports and analytics.
Mobile-Friendly: With the Pipedrive mobile app, businesses on the go can keep track of their deals from anywhere.
- Essential Plan: – Starts at $14 per user/month, offering basic CRM features like deal tracking and contact management.
- Advanced plan: – Includes email tracking, workflow automation, and custom fields for a monthly fee of $29 per user.
- Professional Plan: – Starts at $49 per user per month and includes tools for team collaboration, revenue forecasting, and advanced reporting.
- Power Plan: – Which costs $64 per user per month and is meant for businesses that need more automation and insight, is designed for scaling.
- Enterprise Plan: – Which offers unlimited customization, enhanced security, and priority support, costs $99 per user per month.
Pros
- Easy to set up.
- Great for small sales teams.
- Affordable pricing ($14.90/user/month).
Cons
- Limited marketing tools.
- Fewer integrations than HubSpot or Salesforce.
Pipedrive is an excellent CRM software for small businesses looking for a CRM that’s easy to use, sales-driven, and helps them stay focused on closing more deals with less effort.
Keap, which used to be called Infusionsoft, is a powerful CRM designed to help small businesses stay organized, automate tasks, and close more deals with less effort. It is a simple platform that combines automation, email marketing, and customer management tools.
Keap helps you manage invoices, send follow-up emails, and track leads, all of which help your business grow smoothly.
Why Keap Is Different
- All-in-One Solution – Keap combines CRM, marketing automation, and payment processing, so you don’t need multiple tools to manage your business.
- Powerful Automation – By automating emails, reminders, and follow-ups, you can keep in touch with leads and customers with minimal effort.
- Easy Lead Management – Utilize built-in tools like web forms, landing pages, and email templates to efficiently capture and organize leads.
- Scheduling Appointments – You can reduce email exchanges by allowing customers to directly book appointments through Keap.
- Payments and Invoicing – You can easily manage your finances by sending invoices and collecting payments directly from the CRM.
- Excellent Customer Service – Keap’s live chat, phone support, and onboarding services will quickly get you up and running.
- Keap Pro – Starts at $159 per month for 2 users, offering automation, email marketing, and sales pipeline management.
- Keap Max – Includes advanced automation, lead scoring, and e-commerce features and costs $229 per month for three users.
- Keap Max Classic – Custom pricing, designed for larger businesses needing more advanced marketing and sales tools.
Pros
- Great for small service businesses.
- Strong automation features.
- All-in-one sales and marketing tool.
Cons
- Higher pricing ($129/month for basic plan).
- Takes time to learn.
Keap is one of the top CRM software for small businesses looking for an all-in-one solution that helps them save time, stay organized, and grow their customer base effortlessly.
Bitrix24 is a powerful CRM with a lot of features that helps small businesses manage their sales, communications, and day-to-day operations from a single location. It is an excellent all-in-one solution because it provides a wide range of tools, such as contact management and project collaboration.
Whether you’re tracking leads, automating tasks, or managing your team, Bitrix24 makes it easy to stay organized and boost productivity.
Why Bitrix24 Is Different
- All-In-One Business Tool: Bitrix24 is a platform that combines CRM, project management, communication tools, and even HR management.
- Features for Collaboration: Built-in chat, video calls, and task management keep your team connected and productive.
- Free Cloud Plan – Small businesses can start with a free plan that includes many essential CRM features.
- Automation Capabilities – Automate sales processes, email follow-ups, and task assignments to save time and increase efficiency.
- Social Media Integration – Connect your CRM with social media platforms to capture leads and communicate with customers more effectively.
- Customizable Workflows – Adapt the CRM to your business needs with customizable pipelines, fields, and automation rules.
- Free plan – Includes basic communication, task management, and CRM tools for an unlimited number of users.
- Basic plan – Includes online store tools, customer support, and collaboration features, costs $61 per month for five users.
- Standard Plan – Costs $124 per month for 50 users and includes marketing campaigns, sales automation, and additional integrations.
- Professional Plan – Which includes advanced automation, reporting, and business process management, costs $249 per month for an unlimited number of users.
Pros
- Feature-rich free version.
- Good collaboration tools.
- Highly customizable.
Bitrix24 is an excellent CRM software for small businesses looking for a free or affordable CRM that offers a wide range of features to help manage sales, communication, and teamwork effectively.
Freshsales is a smart and easy-to-use CRM designed to help small businesses attract, engage, and close deals with customers effortlessly. It comes with built-in tools to track leads, manage customer interactions, and automate tasks, all in one place.
Whether you’re following up on potential clients or analyzing sales performance, Freshsales makes it simple to stay organized and grow your business without getting overwhelmed.
Why Freshsales Stands Out
- AI-Powered Insights – Freshsales includes an AI assistant called “Freddy” that helps predict sales trends, prioritize leads, and suggest the best actions to take.
- Sales automation – Email tracking, phone call management, and analytics are all integrated into a single platform with the All-in-One Solution.
- User interface Navigation – Designed for small businesses, Freshsales’ user interface is simple to set up and use, even for novices.
- Built-in Phone and Email Features: Use the CRM to make calls and send emails without having to switch between tools.
- Options for Personalization – You can personalize the CRM’s workflows, sales stages, and reports to meet the requirements of your company.
- Affordable and Scalable – Whether you’re a small startup or a growing company, Freshsales offers flexible pricing plans that scale with your needs.
- Free Plan – Ideal for small teams, includes basic features like contact and deal management.
- Growth Plan – Adds automation, contact scoring, and reporting tools for $15 per user per month.
- Pro Plan – which includes AI-powered insights, workflow automation, and sales forecasting, costs $39 per user per month.
- Enterprise Plan – Starts at $69 per user/month, with advanced features like custom reports, audit logs, and enhanced support.
Pros
- User-friendly interface.
- Strong automation features.
- Good customer support.
Cons
- Limited integrations compared to competitors.
- Advanced features cost extra.
Freshsales is one of the best CRM software for small businesses looking for an affordable and easy-to-use CRM that comes packed with smart features to boost sales and improve customer relationships.
