The Best CRM Software For A Small Business This Year

Last Updated on July 28, 2023 by Emmanuel

This article will examine the best CRM software for a small business to help you choose what suits managing customers efficiently by satisfying their needs.

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.

ServiceTitan.

Description.

ServiceTitan has the features to manage your business’s aspects in one place, specifically in the service industry.

More than 100,000 leading service companies and professionals use Service Titan’s features to provide a better customer experience, increase sales, and streamline operations.

Features.

• Customer Experience to help you manage your customer care services.
• Home and commercial service companies use dispatch boards to track their technicians better and ensure everyone stays on time.
• The scheduling tool that you can use to plan the services offered by your company confidently.
• 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.
• Service Titan also has the tools to provide analytics reports and improve your business.
• Furthermore, this software integrates effortlessly with QuickBooks to manage your company’s day-to-day accounting.

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Zendesk.

Zendesk can improve your business and scale thanks to the following features it integrates:

Features.

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.

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 – This feature can add messaging to your web, mobile, and social channels and enable your customers to reach you instantly, whenever needed.

Community Forum.

Since customers regularly use your products, they are the best source to suggest improving your products and services.

This feature will enable you to create a space for your clients to collaborate with your business efficiently.

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,” which aims to address homelessness and poverty.

Pricing.

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.

Hubspot.

HubSpot develops software for customer service, inbound marketing, and sales.

Features.

A Free Meeting Scheduler App: This App will enable you to schedule your appointments faster and make your calendar more productive than common email messages.

Social Media Management tools enable users to spend more time connecting with whoever is interested in their businesses on 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 to assign tasks, add deals and track progress without hassle. 

Pricing.

• 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.

Keap.

Keap is another CRM software whose owners promise to provide you with the right technology and tools to manage and grow your business.

More than 125,000 business owners use this software currently to make more sales, save time and eliminate business chaos.

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.

You will also create a better customer experience that can generate repeat sales in the future.

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Plans and Pricing.

Lite Plan.

A Lite Plan costs $79 monthly, but you will pay $40 for the first two months.
It comes with automation, core CRM and email tools, including 500 contacts, solopreneurs, and new businesses that can use one user.

Pro.

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 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 final plan will cost you $199; all new customers get a bonus for the first two months and only pay $100 monthly.

Businesses need CRM tools, eCommerce tools, secure payment gateway, and advanced automation to optimize their sales pipeline and grow online revenue.

All plans include 500 contacts and one user; they will charge you $30 for each additional user.

Zoho CRM.

Zoho has over 150,000 users in one hundred eighty countries.

These businesses are happy to use this customer relationship management software to convert more leads, engage with their clients, and grow their revenue more than ever.

Features.

• 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.

Pricing.

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, and a 30-day trial.

This company also offers many other resources, such as support, a community forum, Zoho Newsletter, etc.

Cons.

Zoho 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.

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, size, and activity.

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.

This feature also allows this software’s workflow automation to create or update records and send email alerts whenever needed.

Moreover, it can generate tasks for your collaborators once you win some opportunities and lots more.

Pricing.

CRM tools cost $29 for the Plus plan, the Professional plan costs $49, and the Enterprise plan is $99.

The marketing tools cost from $299 to $1,299 for the Enterprise plan. All prices are per user a month and billed annually.

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Freshworks.

More than 40,000 businesses across different industries use the Freshworks user-friendly CRM software following features:

Features.

• Freshdesk provides the best customer service to your clients.
• Freshchat delivers a bot and human assistance customer support service.
• Businesses use the Freshcaller cloud-based phone system in over ninety countries.
• Freshsuccess protects your business’s revenue while strengthening customer relationships.
• Freshworks CRM aligns sales and marketing teams within every business and creates better customer experiences.

Furthermore, many use Freshservice to streamline their businesses’ IT service and employees’ internal requests, while Freshteam recruits top employees and manages them.

Pricing.

The growth plan costs $29, the Pro plan $69, and the Enterprise $125. All prices are per user, per month, and billed annually.

Capsule.

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.

He says that a suitable CRM sofware must help businesses stay organized, provide more information about their clients, and help build strong relationships with them.

Good CRM software 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.

Key Features.

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.

Sale Analytics: This feature will give insights and reports on your business and allow you to monitor its operations efficiently.

Customization: You can record all information that makes sense for your business. 

Pricing.

• Professional plan: £12 per user per month.
• Team plan: £24 per user per month.
• Enterprise plan: £36 per user per month.

Each plan has its benefits; you can consult the details of the capsule CRM official website.

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Pipedrive.

This CRM software will help you manage your sales processes in one place and make your business more profitable.

Pipedrive uses an activity-based selling approach that schedules, completes, and tracks all kinds of activities within a company.

Features.

Managing Leads and Seals: 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.

Insights and Reports to measure your company’s performance.

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.

Nimble is the last CTM software we have reviewed, with features you can use for any web browser, inbox, or social network.

This platform lets you 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.

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.

We have thoroughly examined these platforms’ features and pricing structures to help you to choose what convene for your business.

Some CRMs have advanced features and tools, making them pricey, while others integrate a few and are affordable.

Therefore, pick what suit your business’s size to serve your customers better and satisfy their needs.