If you are looking for the best CRM software for a small business, this post will give you a list of the most used ten. You will then choose the best for you.
CRM stands for customer relationship management, and suitable CRM software will enable you to manage your business’s relationships better to make it more profitable.
You can find below the most used CRM platforms:
ServiceTitan is a complete software you can use to manage all the aspects of your business in one place, especially if you are in the service industry.
More than 100,000 world’s leading service companies and professionals are currently using its features to provide a better customer experience, increase sales and streamline their operations in general.
While being powerful, this software is also easy to use; you can find below its key features:
- Customer Experience to help you manage your customer care services.
- Dispatch board used by home and commercial service companies to track their technicians better and ensure that everyone stays on time.
- The scheduling tool that you can use to plan the services offered by your company with confidence.
- Call booking to enable your team to book more jobs and provide the best customer experience.
- Marketing scorecard you can use to create new advertising campaigns with a few clicks, monitor and adjust them.
- Reporting tools to provide you with analytics reports and grow your business better.
- QuickBooks integration for managing your company’s day-to-day accounting operations.
- And five other useful features.
As you can see, this software integrates into one platform all the features and tools you need to manage your business effortlessly and make it more profitable.
This company doesn’t disclose how much it will cost you to use its various features and tools on its official website. You will first need to fill out a form and request a demo.
Zendesk is another powerful CRM software you can use to improve your company’s customer relationships and scale your business to the next level.
It integrates the following features:
Given that this platform integrates fourteen features, I will give insights into a few of them. You can then go to its official website to learn more about all of them.
Ticketing System – This powerful and easy-to-use feature was designed to track, prioritize and solve support tickets submitted by customers.
Messaging and live chat tool – You can use this feature to add messaging to your web, mobile, and social channels and enable your customers to reach you instantly, whenever needed.
Community Forum – Given that your customers regularly use your products, they are the best source to suggest how to improve your products and services.
This feature will enable you to create a space for your clients to collaborate with your business efficiently.
Reporting and Analytics Tools – This is where you will get data and analytics to measure and improve your business’s entire customer experience.
Zendesk reporting and analytics tools are easy to understand. You don’t need a statistics degree to know more about your customers’ insights and use them to manage your business better.
Besides powerful and easy-to-use features, this company also has a charity named “The Zendesk Neighbor Foundation,” whose purpose is to address homelessness and poverty.
The pricing depends on whether you are looking for Zendesk for sale or Zendesk for service.
- Zendesk for sale: The sell team plan costs $19 per user per month, the professional plan $49 per user per month, while the enterprise plan will cost you $99 per user per month.
- Zendesk for service: The suite team plan costs $49 per agent per month, suite growth $79 per agent per month, and suite professional $99 per agent per month.
All plans are billed annually.
Founded in 2006 and headquartered in Massachusetts, United States, the HubSpot company develops and markets software for customer service, inbound marketing, and sales.
You will find within this platform the following features:
A Free Meeting Scheduler App – This app will enable you to schedule your appointments faster and make your calendar more productive than using the common email messages.
Social Media Management tools – These tools were designed to enable users to spend more time connecting on social media networks with whoever is interested in their businesses.
Email Tracking tools – The email tracker will instantly inform you of potential customers (leads) who have opened your emails so that you can make appropriate follow-ups and close deals faster.
Sales Automation – This feature includes the tools you need to automate lead rotation, create tasks, and streamline prospect follow-up better.
Ads tools – This is where you will find CRM data to create highly targeted ad campaigns. You will also know which ads are performing better by turning leads into real customers.
Lead Management and Tracking Tools – You can use these tools to see the details and records of your company and view the history of all communications to manage your prospects easily.
Sales Pipeline Management Software – This is another useful tool you can use to assign tasks, add deals and track progress without hassle.
- The starter plan starts at $ 46 per month or $497 per year.
- The professional starts at $823 per month or $8,880 per year.
- The enterprise plan starts at €2,944 per month or 35,328 per year.
Keap is another CRM software whose owners promise to provide you with the right technology and tools you need to manage and grow your business better.
More than 125,000 business owners use this software currently to make more sales, save time and eliminate business chaos.
It will enable you to collect high-quality contacts, use the CRM tool to arrange them into segmented lists, and send the right message to the right people for maximum results.
Such a process will enable you to engage more prospects and convert some of them into real clients.
You will also create a better customer experience that can generate repeat sales in the future.
This company offers three plans you can choose from the most suitable for your business’s needs.
Lite Plan – This plan costs $79 per month, but you will pay $40 for the first two months. It comes with automation, core CRM and email tools, includes 500 contacts, one user can be used by solopreneurs and new businesses.
Pro – This most popular costs $149 per month, but you will get a bonus as a new customer; they will charge you $75 a month for the first two months.
The plan is for growing businesses whose owners want to use automated tools to create profitable marketing campaigns and generate repeatable sales while saving time.
Max Plan – This last plan will cost you $199 per month; all new customers get a bonus for the first two months and pay $100 per month only.
It is for businesses that need CRM tools, eCommerce tools, secure payment gateway, and advanced automation to optimize their sales pipeline and grow their online revenue.
All plans include 500 contacts and 1 user; they will charge you $30 for each additional user.
Since its inception in 2005, Zoho has become one of the most popular CRM software; more than 150,000 businesses currently use it in 180 countries.
These businesses are happy to use this customer relationship management software to convert more leads, engage with their clients, and grow their revenue than ever.
Zoho integrates a broad range of deep features as shown below:
- SalesForce Automation and Journey Orchestration.
- Process Management, Omnichannel, and Analytics tools.
- Sales Enablement and Performance Management.
- Predictive Sales, Customization, and Marketing Automation.
- Team Collaboration and Remote Work tools.
There are four subscription plans billed annually; your choice will depend on the size of your business and its specific needs.
Standard – This plan costs $14 per user per month; it includes everything in free, custom dashboards, mass email, multiple pipelines, scoring rules, and workflows.
Professional – The cost of this plan is $23 per user per month. It comes with the benefits of the standard plan plus Blueprint, Inventory Management, SalesSignals, Validation Rules, and Web-to-Case Forms tools.
Enterprise – If you opt for this third plan, it will cost you $40. It includes the features of the professional plan plus Advanced Customization, CommandCenter, Canvas, Multi-user Portals, etc.
Ultimate – This last plan costs $52. In addition to the features found in the previous plan, the ultimate plan includes advanced analytics tools, enhanced feature mµlimits, and a 30-day trial.
This company also offers many other resources such as support, a community forum, Zoho Newsletter, and many others, as found on its official website.
Zoho’s pricing structure shows that only the ultimate plan offers a 30-day trial. I have not managed to find out if other plans have a free trial and the related period.
Insightly was founded in 2009 with $50 million in funding from leading firms such as Cloud Apps Capital Partners, Emergence Capital Partners, Sozo Ventures, and Scott Bommer.
You can use this software’s customer relationship management features to manage any business, whatever the size and activities.
It will track your company’s most relevant information in real-time such as emails, meetings, phone calls, the timeline of marketing campaign source, follow-up on leads while they’re still hot, etc.
It is also possible to use this software’s workflow automation to create records or update them, send email alerts whenever needed, generate tasks for your collaborators once you won some opportunities, and lots more.
This software is easy to use; you don’t need any special prior technical skills. You can find below how much it will cost you if you decide to use its features and tools.
The pricing will depend on whether you want to use CRM, marketing, or App connect features:
- The CRM tools cost $29 for the Plus plan, the Professional plan cost $49, and the cost of the Enterprise plan is $99. All costs are per user a month and billed annually.
- The marketing tools will cost you $299 for the Plus plan, $599 for the Professional one, and $1,299 for the Enterprise plan.
These are monthly costs, billed annually, and they all include 10,000 contacts. You can go to this company’s official website for more details.
Founded in 2010 and headquartered in California, United States, Freshworks is a user-friendly CRM software you can use to manage the interactions with your current and potential customers.
More than 40,000 businesses across different industries are using this software; you can find below its key features:
- Freshdesk that you can use to provide the best customer services to your clients.
- Freshchat, a tool designed to deliver a bot and human assistance customer support service.
- Freshcaller, a cloud-based phone system used by businesses of all sizes in more than 90 countries worldwide.
- Freshsuccess, a feature you can use to protect your business’s revenue while strengthening customer relationships.
- Freshworks CRM to align sales and marketing teams within every business and create better customer experiences.
- Freshservice used to streamline every business’s IT service while managing employees’ internal requests.
- Freshteam used by business owners to recruit top employees and manage them in one place.
The growth plan costs $29, the Pro plan $69, and the Enterprise $125. All prices are per user, per month, and billed annually. The pricing will increase if you choose to pay monthly.
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According to the owners’ claims, this software was created in 2009 when he found himself frustrated with existing CRM services that were not user-friendly or overly simplistic to satisfy most businesses’ needs.
He says that a suitable CRM sofware must have the ability to help businesses stay organized, provide more information about their clients and help to build strong relationships with them.
Good CRM software must also help you convert more prospects into real buyers to make more sales.
With that being said, Capsule CRM was designed to deliver on the above-mentioned values, and man businesses are currently using it.
Contact management – This is where you will get an overview of individuals and companies you are doing business with.
Sales Pipeline – This future will give you a summary of your business’s various opportunities.
Security and Permissions – This feature is about the security of your business’s data.
Tasks and calendar – You can use these tools to create tasks for appointments, meetings, phone calls, etc.
Sale Analytics – This feature will give you the insights and reports of your business and allow you to monitor its various operations efficiently.
Customization – This is where you can record all kinds of information that make sense for your business.
Given that this company is a united kingdom-based, the prices are in pounds as shown below:
- The cost of the Professional plan is £ 12 per user per month.
- The Team plan costs £ 24 per user per month.
- The Enterprise plan will cost you £ 36 per user per month.
Each plan has its associated benefits; you can consult the details of the capsule CRM official website.
This CRM software will help you to manage your sales processes in one place and make your business more profitable.
It uses an activity-based selling approach that consists of scheduling, completing, and tracking all kinds of activities within a given company.
Managing Leads and Seals – This feature will provide you with more information about your prospects and enable you to incorporate them into your sales pipelines using web format and custom chatbot.
Communications Tracking – You can use this feature to track calls, emails, and contact history whenever needed taking into account your schedule and visibility.
Automate and Grow – You will find here the tools designed to eliminate busywork by automating repetitive administrative tasks.
Insights and Reports – This is where you will get the data you need to measure your company’s performance depending on the goals you want to achieve.
Privacy and Security – This feature will enable you to protect your business’s data and work with peace of mind knowing that unauthorized people can not access them.
Mobile Apps and Integrations – You can use this feature to access the Pipedrive software from your mobile device whenever needed. It will integrate easily with your favorite sales-boosting apps.
The essential plan costs $12.50, the advanced plan $24.90, and the Professional plan $49.90. All plans are per user, per month, and billed annually.
Nimble is the last CTM software I want to talk about in this review. The owners say that this platform works in every social network. Its key features are usable on any web browser, inboxes, or various social networks.
You will be able to combine calendar appointments, communications, contacts, inboxes, and social media connections into one unified relationship manager.
You can also locate contact information, your teams’ interaction history, view your prospects and clients, categorize your list of contacts, use the segmentations depending on your business’s needs, etc.
The Nimble CRM software will cost you $19 per user per month.
The Final Thoughts
This is the end of this post that has helped to answer the question of what is the best CRM software for a small business; I hope it will be of great help to you.
Please leave your questions or comments at the bottom of this page; I will get back to you as soon as possible.