So you’re looking to implement a CRM solution for your small business but don’t know where to start. With so many options out there, how do you choose?
Never fear, we’ve done the research for you. We narrowed down the top CRM software based on features, customization, ease of use, and pricing. These solutions are perfect for small teams looking to organize their customer relationships, boost sales, and provide amazing customer service.
In this article, we’ll explore the top 5 CRM software for small businesses to help you find the right solution for your needs. Whether you need basic contact management or more advanced marketing automation, we have options for every budget and business. Read on to find your perfect CRM match.
What Is CRM Software and Why Your Small Business Needs It
CRM stands for customer relationship management. As a small business owner, CRM software is a must-have tool to help you stay connected with your customers and build lasting relationships.
Why You Need It
A good CRM system lets you store all your customer information in one place. Gone are the days of scattered files, handwritten notes, and relying on your memory. With CRM, you have a complete overview of each customer at your fingertips including:
- Contact details like phone numbers, emails, addresses
- Interaction history of calls, meetings, emails
- Notes about their needs, preferences and priorities
- Key account details like contracts, invoices, payments
Staying on top of all this information helps you provide amazing customer service and tailor communications for each client.
CRM also gives you powerful analytics to gain valuable insights into your customers and business. See how much certain customers spend, how often they purchase, what marketing campaigns are most effective, and more. Use this data to identify your most loyal and profitable customers so you can focus your efforts on them.
While CRM does require an initial investment of time and money, the long term benefits to your business relationships and bottom line make it well worth the effort. The right CRM will help take your small business to the next level by enabling you to serve your customers even better.
For faster selection, have a look on the comparison among all the best 5 tools. Choose any of the tool listed here. Just click on the deal link and grab the related offer.
1. Our Top Pick: Pipedrive – The Best Overall CRM Software
If you’re looking for an easy-to-use CRM that won’t break the bank, Pipedrive is your best bet. This popular CRM software is designed specifically for small businesses and solopreneurs.
Simple and Intuitive
Pipedrive has a simple, intuitive interface that’s easy to navigate. No complex features or confusing tabs here. You’ll be up and running in minutes, not hours. The drag and drop interface lets you quickly organize your sales pipeline into different stages. You can also customize the pipeline to match your unique sales process.
Don’t let the simple design fool you. Pipedrive is packed with powerful features like:
- Contact management – Log notes, schedules, and communications with your contacts. Get reminders of key events and deadlines.
- Lead tracking – Capture leads from your website or marketing campaigns and track their progress through the sales pipeline.
3.Deal forecasting – See projections and forecasts for your sales targets and revenue to make data-driven business decisions.
- Email integration – Sync your emails to track all communications with your contacts in one place. No more digging through your inbox to find that important email.
- Reporting and insights – Gain valuable insights into your sales performance and metrics through the reporting and dashboard features. Identify opportunities and make improvements to your sales process.
Pipedrive offers plans starting at just $12.50/user per month. They also provide bulk discounts for larger teams. For small businesses on a budget, you can’t beat Pipedrive’s value. They offer a fully-featured CRM solution at a price that won’t break the bank.
2. Best for Simplicity: Close CRM
Close CRM is ideal if you want a simple, easy-to-use CRM without a steep learning curve. This software makes it simple to keep track of your customers and sales.
Easy to Set Up and Use
Close CRM is designed to get you up and running quickly. The interface is clean and intuitive, so you can start using it right away without lengthy onboarding or training. Key features are easy to find and navigate. It will only take you a few minutes to set up your account, add your customers, and start tracking deals.
- Add contacts with just a name and email address. You can fill in more details later.
- Log calls, meetings, and notes to keep a record of your interactions with each customer.
- See all your open deals and their status at a glance using the pipeline view. Move deals forward easily with a click as they progress.
- Customize fields to track information that’s relevant to your business like customer budgets, key contacts, or product interests.
- Generate professional quotes and invoices without leaving the software.
Close CRM integrates with popular business tools like Gmail, Outlook, and QuickBooks to make it even more useful. For a low monthly cost, Close CRM provides an easy-to-use solution to help you gain visibility into your sales pipeline and strengthen your customer relationships. The simple, uncluttered interface makes it accessible for small businesses and non-technical users. Close CRM focuses on what really matters—helping you close more deals.
For small businesses looking for an straightforward CRM, Close is an excellent choice. Its simplicity and affordability are perfect if you’re just getting started with CRM or want an easy system your whole team can pick up quickly.
3. Best for Customization: Keap
If budget is a concern, Keap is an excellent free CRM software for small businesses. Formerly Infusionsoft, Keap provides simple yet powerful customer relationship management with automation features to help streamline your sales and marketing processes.
Keap’s free CRM allows you to manage contacts, communicate with customers, track deals and tasks, automate follow ups and create email marketing campaigns. You get complete visibility into your customer interactions in one place. Keap’s drag and drop campaign builder makes it easy to create drip campaigns, newsletters and more to engage your customers and prospects.
Keap’s free mobile apps give you access to your CRM on the go so you never miss an important update or communication. You can view contact info, schedule calls, log notes and more wherever you are.
While Keap’s paid plans offer additional features like landing pages, ecommerce, appointment scheduling and call tracking, the free CRM is a great starter tool for small businesses and solopreneurs to build solid customer relationships and drive sales growth.
If you find yourself needing more advanced functionality down the road, Keap makes it easy to upgrade to a paid plan. But to get started managing your contacts, sales pipeline and marketing with minimal investment, Keap’s free CRM software is a fantastic choice.
4. Best for Free Option: Monday
If you want a CRM that can bend to the specific needs of your small business, Monday is a great choice. This flexible platform gives you total control to customize every aspect of your CRM.
Monday offers an intuitive drag-and-drop interface that lets you easily add columns, views, automations, and integrations. You can customize the layout of boards, choose which fields and properties to display for your contacts and accounts, build your own automation recipes to streamline repetitive tasks, and connect dozens of apps to create a central hub for all your business operations.
With Monday, you get:
- Unlimited boards, columns, and views to organize data your way
- Hundreds of column types like statuses, numbers, dates, files, and more
- Zapier, Integromat, and native automations to automate workflows
- Over 50 native integrations including Gmail, Google Calendar, Slack, and Quickbooks
- Open API to build custom integrations
- Permission controls to ensure data security
The flexibility of Monday does come with a bit of a learning curve. It may take some time to figure out how to best configure the platform for your needs. However, Monday offers a number of helpful resources like video tutorials, blog posts, and a support center to help you get the most out of this highly customizable CRM.
If complete control and customization are priorities for your small business, Monday is one of the best CRM software options available. With the right amount of time and effort, you can mold Monday into a perfect solution for managing your sales, marketing, and customer service processes.
5. Last but not least: Wishpond
Wishpond is an easy-to-use CRM aimed at small businesses. It helps you manage your sales pipeline, contacts, and marketing automation all in one place.
Simple and Intuitive
Wishpond’s simple interface makes it easy to navigate and get started right away. You don’t need a degree to figure it out. The clean layout helps you focus on what really matters— your customers and leads.
Wishpond offers month-to-month or annual pricing with plans starting at $49/month. For small teams just getting started, this is an affordable option with powerful features. As your business grows, you can easily upgrade to a higher tier plan.
Lead Scoring and Segmentation
Wishpond’s Smart Lists let you automatically sort and group your contacts based on criteria you set. You can then send targeted emails, create drip campaigns, and personalize your outreach to specific segments. This helps you identify your hottest leads and opportunities.
With Wishpond, you can design email drip campaigns, landing pages, forms, and more to capture leads and nurture them into customers. It has pre-built templates to get you started, then you can customize everything to match your brand.
Wishpond integrates with many popular small business tools like Gmail, Google Drive, PayPal, Stripe, WordPress and more. This allows you to connect your data and workflows across platforms for better efficiency and visibility into your operations.
While not as fully featured as some Enterprise-level CRM’s, Wishpond packs in a lot of functionality for its price point. For budget-conscious small businesses, it’s an option worth considering to organize your sales, marketing and customers in one central hub. The intuitive interface, affordable plans and powerful features like lead scoring, marketing automation and integrations can help take your business to the next level.
So there you have it, the top 5 CRM software options to help manage your small business customers and boost sales. Any of these would be a great choice to keep you organized and on top of your relationships. At the end of the day, the right CRM for you comes down to your specific needs, preferences, and budget. But with so many affordable and user-friendly options now available, there’s no excuse not to start reaping the benefits of a CRM and watch your small business growth take off. What are you waiting for? Sign up for a free trial today and start gaining valuable insights into your customers, streamlining your operations, and closing more deals. You’ll wonder how you ever managed without it.