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Best CRM for Small Businesses

Finding the best CRM software for a small business can be a challenge. You’ll need a CRM that is easy to use and helps you manage your business efficiently.  That’s why we’ve reviewed, tested, and compared the best CRM software on the market so you can find the best offers for your small business.

Last updated: December 2024

Editor's Choice
Free forever, no credit card required
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  • Simple yet highly efficient CRM
  • All-in-1 AI-powered customer platform
  • Visualize & customize your sales funnel
Pros
  • prosIncludes tools for marketing, sales, service, content, and operations.
  • prosExpand seats and marketing contacts as your business grows.
  • prosGreat tools for automation, analytics, and integrations.
  • prosMultiple seats improve teamwork and data sharing.
  • prosCommerce tools streamline online transactions.
Cons
  • consThe pricing is confusing.
  • consExtra fees for additional seats can add up quickly as teams grow.
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  • Track sales pipeline & optimize leads
  • Manage deals with advanced AI
  • Automate your entire sales process
Pros
  • prosIntuitive pipeline management for easy deal tracking.
  • prosSaves time with AI-driven lead nurturing and follow-ups.
  • prosTailors workflows to fit unique sales processes.
  • prosManage pipelines anywhere with a robust mobile app.
Cons
  • consLacks advanced marketing automation tools.
  • consKey features require premium plans.
30-day free trial
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  • Track contacts & manage sales pipeline
  • Get a complete view of every customer
  • Accelerate deals with data and AI
Pros
  • prosHighly customizable to fit any specific business problem
  • prosSeamless development and implementation
  • prosHighly adaptable to businesses with various processes & sizes
  • prosPrecise quota forecasting & tracking
Cons
  • consSteep learning curve for new users
  • consMost plans require an annual contract
Enjoy 2 months free on annual plans
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  • Built for managing client relationships
  • Suitable for marketers, event pros, vendors
  • Invoicing, contracts, AI, & meetings in one
Pros
  • prosSend contracts and proposals from within the platform.
  • prosAutomated reminders, appointment requests, and more for clients.
  • prosConcierge onboarding for new customers to ease the transition from another tool.
  • prosRobust training library and knowledge base.
Cons
  • consAnalytics are fairly basic.
  • consInternal automation is relatively unsophisticated.
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  • Save time with automated task workflows
  • Track sales and forecast growth
  • Streamline leads and contact management
Pros
  • prosIncludes sales pipelines, advanced analytics, and workflow automations.
  • prosTailor fields, tags, milestones, and automations to fit your processes.
  • prosConnect seamlessly with Gmail, Outlook, Zapier, Xero, and more.
  • prosFlexible pricing with features suited for growing businesses.
Cons
  • consHigher tiers required for managing large contact lists.
  • consAutomations and workflows can require time to configure.
Integrate HRIS to your CRM
*Featured prices and terms can be updated. Free offers may include additional terms.

How to Choose the Best CRM for Your Small Business

A customer relationship management (CRM) system is crucial for every small business. It impacts sales, marketing, and business development departments, helping them function more accurately and efficiently. Whether you’re a small business or a single venture owner seeking effective customer relationship management, a CRM system goes beyond being a simple contact manager app.

customer relationship management, computer

Today’s CRM software, including top CRM solutions, empowers users to organize, categorize, and prioritize contacts while monitoring relationships with previous, current, and potential clients. The evolution of traditional address books and Rolodexes has given rise to sophisticated CRMs that offer advanced contact management features. A reliable CRM system can store detailed contact information, track email history, and group contacts into specific categories. However, the true power of small business CRM systems lies in their ability to manage and nurture customer relationships effectively.

Our top picks for December 2024

Recommended CRM systems for Small Businesses

These are some of the top CRM software for a small business:

Consider the following highly recommended CRM systems designed for small businesses:

monday.com

monday.com is another leading CRM service provider offering efficient contact database management. With a wide range of features, you can use to manage your whole company’s workflow from start to finish in one place.

The CRM streamlines inventory, asset management, and customer tracking, and optimizes human resources allocation and time tracking, to boost task and project management. This increased efficiency saves you valuable time, that you can invest in growing your business.

Pipedrive

Pipedrive has been providing state-of-the-art sales CRM and pipeline management software since 2010. Their user-friendly contact manager allows ubiquitous access to your contacts online. Pipedrive is renowned as one of the top CRM for small businesses. You can try their free solution and CRM tools to experience their trusted services and see for yourself why it’s among the best CRM for small businesses.

HubSpot

HubSpot is a well-known name in the small business CRM industry, offering an efficient contact manager app. Established in 2006, HubSpot has become the go-to CRM and inbound marketing software provider worldwide. They cater to businesses of all sizes, including small businesses. HubSpot’s software is highly regarded for assisting CRM companies and marketing-focused organizations.

The Importance of CRM for Small Businesses

A successful small business heavily relies on cultivating strong customer relationships. Every customer interaction holds valuable information beyond a simple transaction. Understanding where customers find information, their decision-making process, and their purchasing patterns lay the foundation for the data stored within a CRM’s contact solution. Over time, a small business CRM system’s data and analysis become invaluable assets for the company’s growth.

Implementing a CRM system for a small business, such as those mentioned above, offers several advantages:

  • Improved customer satisfaction: By understanding customer behaviors, preferences, and needs, you can better meet their expectations, build trust, and enhance overall satisfaction. The contact management system of a CRM plays a significant role in achieving this.
  • Increased revenue: Utilizing CRM functionalities enables targeted and efficient marketing, eliminating unproductive leads and driving positive revenue growth. By formulating strategies based on CRM insights, businesses can optimize revenue generation.
  • Streamlined sales pipeline: CRM systems help streamline the sales pipeline, from initial customer interaction to closing the deal. By identifying typical churn rates and eliminating bottlenecks, businesses can predict revenue outcomes and optimize the sales funnel.
  • Efficient internal communication: CRMs, coupled with the best CRM software, ensure seamless communication and collaboration across all departments. Keeping contacts online and sharing consistent data among employees improves internal operations and collaboration.

Considering the Right CRM System for Small Businesses

When selecting a CRM system for your small business, consider the following factors:

  • Ease of use and support: Opt for a CRM tool with user-friendly features suitable for varying skill levels. Ensure the CRM vendor offers reliable support when technical assistance is required.
  • Features: Assess the CRM system’s feature set, with a particular focus on contact management, lead management, campaign management, email tracking, social media management, sales pipeline tracking, deals and tasks, reporting and dashboards, and mobile applications. Choose the CRM solution that aligns with your specific business needs.
  • Integrations: Look for CRM software for small businesses that seamlessly integrates with third-party applications commonly used in your business operations, such as accounting, email, storage, and e-commerce platforms. This ensures a connected and synchronized workflow.
  • Customizability: Seek a CRM vendor offering customized options tailored to your unique business requirements. Avoid a one-size-fits-all approach and choose a CRM system that can be molded to your small business’s needs.
  • Security: Prioritize a CRM system with robust security measures to protect your business’s critical information and customer data from cyber threats.

By considering these factors and conducting a thorough CRM comparison, you can select the best CRM for small business that empowers you with efficient customer relationship management, paving the way for success in today’s competitive market.

Our top picks for December 2024

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