Last Updated on February 19, 2024 by Emmanuel
We feel compelled to examine the best CRM software for a small business so that you know which software suits managing your customers efficiently and satisfying their needs.
Many customer relationship management platforms exist, but we will only review some of the most used to make your choice straightforward.
Table of Contents
The Service Titan features allow you to suitably manage your business’s aspects in one place; over 100,000 businesses happily use the platform.
- Dispatch boards allow you to track your technicians on the ground; you are ensured that the employees work as scheduled.
- The scheduling tool that you can use to plan the services offered by your company confidently.
- With all bookings, team members can book more jobs while satisfying customers.
- Accounting software integration and report tools, etc.
- You can utilize a marketing scorecard to create new advertising campaigns with a few clicks, monitor them, and adjust them.
Zendesk can improve your business and scale thanks to the following features it integrates:
Given that this platform integrates fourteen features, I will give insights into a few. You can then go to its official website to learn about them.
Zendesk CRM also offers easy-to-use feature ticketing tools to track, prioritize, and solve support tickets submitted by customers.
Messaging and live chat tool: This feature can add messaging to your web, mobile, and social channels and enable your customers to reach you instantly whenever needed.
Since customers regularly use your products, they are the best source to suggest improving your products and services.
The Community Forum feature lets you create a place where your clients can collaborate with employees suitably.
Zendesk reporting and analytics tools are easy to understand; they efficiently let you know about your customers’ insights that you can use to satisfy them better.
Zendesk for sale: From $19 to $99 per user a month, depending on whether you choose a professional or enterprise plan.
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. Zendesk bills all plans annually.
The Hubspot Platform.
The HubSpot platform develops software for customer service, inbound marketing, and sales; its critical features are as follows:
A Free Meeting Scheduler App: This app will enable you to schedule your appointments faster and make your calendar more productive than with common email messages.
Social Media Management tools: This is where you can connect with people interested in your businesses through social media networks.
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 improve prospect follow-up.
Ads tools: This is where you will find CRM data to create highly targeted ad campaigns. You will also know which ads perform better by turning leads into 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 quickly.
Sales Pipeline Management Software: This is another helpful tool for assigning tasks, adding deals, and tracking progress without hassle.
- Starter plan: $46 per month or $497 per year.
- The professional starts at $823 per month or $8,880 per year.
- An enterprise plan starts at €2,944 per month or 35,328 per year.
The Keap CRM software’s technology and tools allow you to effectively manage and grow your business.
Over 125,000 users are getting the most out of the Keap CRM features and tools, and the figure continues to increase; it shows how essential it is for business owners.
Keap will enable you to collect high-quality contacts and arrange them into segmented lists using the CRM tool.
You can also use Keap software to send the right message to the right people for maximum results, engage more prospects, and convert them into real clients.
Also, you can use the Squarespace templates to build eCommerce stores or customized websites.
Keap CRM Plans and Pricing.
A Lite Plan costs $79 monthly, but you will pay $40 for the first two months. The lite subscription includes automation, core CRM, 500 email contacts, solopreneurs, etc.
This most popular costs $149 per month, but you will get a bonus as a new customer; they will charge you $75 monthly for the first two months.
The Keap Pro Plan suits growing businesses; automated tools allow you to run marketing campaigns that can generate ongoing sales.
The Max Plan.
This final Plan will cost you $199; all new customers get a bonus for the first two months and only pay $100 monthly.
Pick the Max Plan if your business needs eCommerce tools, a secure payment gateway, and advanced automation to optimize your sales pipeline.
All plans include 500 contacts and one user; they will charge you $30 for each additional user.
Zoho has over 150,000 users in one hundred eighty countries.
- SalesForce Automation and Journey Orchestration.
- Omnichannel, Analytics tools, etc.
- Sales Enablement and Performance Management.
- Predictive Sales, Customization, and Marketing Automation.
- Tools enabling your team to collaborate while working remotely.
Zoho offers four subscription plans billed annually according to your business’ size and specific needs.
Standard: This Plan costs $14 per user per month; it includes accessible custom dashboards, mass email, multiple pipelines, scoring rules, and workflows.
Professional: This Plan costs $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 limits, a 30-day trial, access to the Zoho Newsletter, etc.
Zoho’s pricing structure shows that only the ultimate plan offers a thirty-day trial. We couldn’t find if this platform’s other plans have free trials.
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.
Insighly ‘s customer relationship management features allow you to manage businesses of all sizes 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 sources, follow-up on leads while they’re still hot, etc.
Pricing (billed annually).
- Plus Plan: $29.
- Professional plan:$49.
- Enterprise plan: $99.
- Marketing tools: from $299 to $1,299.
Also, those who want to build customized eCommerce stores or niche websites can use Squarespace or BigCommerce builders.
More than 40,000 businesses across different industries use the Freshworks user-friendly CRM software with the following features:
- Freshdesk customer support helps set up this software and resolves other issues.
- Freshchat delivers a bot and human assistance customer support service.
- Businesses use the Freshcaller cloud-based phone system in over ninety countries.
- Different subscription plans let you choose what your business needs.
Furthermore, many use Freshservice to streamline their businesses’ IT service and employees’ internal requests, while Freshteam recruits top employees and manages them.
The growth plan costs $29, the Pro Plan $69, and the Enterprise $125. All prices are per user, per month, and billed annually.
According to the owners’ claims, this software was created in 2009 when he was frustrated with existing outdated CRM services that were not user-friendly or overly simplistic to satisfy most business needs.
Suitable CRM sofware must help businesses stay organized; they must also help you convert prospects into genuine buyers to increase sales.
Capsule CRM was to deliver on the above values, and many businesses are currently using it.
Contact management will give you an overview of the 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 your business’s data security.
Tasks and Calendar: You can use these tools to create appointments, meetings, phone calls, etc.
Customization: You can record all information that makes sense for your business.
- Professional Plan: £12 per user per month.
- Team plan: £24 per user per month.
- Enterprise plan: £36 per user per month.
Each plan has benefits; you can consult the details on the capsule CRM official website.
Pipedrive uses an activity-based selling approach that schedules, completes, and tracks all kinds of activities within a company.
Managing Leads and Sales: This feature will provide more information about your prospects and enable you to incorporate them into your sales pipelines using web format and a custom chatbot.
Communications Tracking: You can use this feature to track calls, emails, and contact history whenever needed, taking your schedule and visibility into account.
Automate and Grow – You will find the tools to eliminate busy work by automating repetitive administrative tasks.
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: This feature can access the Pipedrive software from your mobile device whenever needed. It will integrate easily with your favorite sales-boosting apps.
Pricing: $12.50 to $49.90 per user billed annually.
Nimble is the last CTM software we have reviewed, with features you can use for any web browser, inbox, or social network.
You can combine calendar appointments, communications, contacts, inboxes, and social media connections into one unified relationship manager.
You can also locate contact information and your team’s interaction history, view your prospects and clients, categorize your contacts list, use the segmentations, etc. Nimble CRM software costs $19 per user monthly.
Businesses with weak WiFi can also improve their network with the Omega Amplifier device.
The CRM Software Final Thoughts.
That’s what we can tell in this article about the best CRM software for a small business in the hope that it is helpful.
However, these are samples; the CRM software industry has too many options from which every business chooses its favorites.
Some CRMs have advanced features and tools, making them pricey, while others integrate a few and are affordable.
Therefore, pick what suits your business’s size to serve your customers better and satisfy their needs.