Are you a small business owner looking for the best CRM software systems that can help your company managing leads and contacts? In this post, we will look at the best CRM software for small businesses, so you can find one suitable to your organization.
Why do small businesses need CRM software?
When it comes to running a small business, boosting sales and strengthening relationships with your customers are important goals. But how can you increase sales and strengthen relationships with your customers without spending a fortune?
To maintain relationships with prospective customers, as well as people with established customers, you will certainly need a CRM, a customer relationship management software that allow you to store, organize, and manage your leads and customer information in one place.
A CRM is also a great solution to keep your business’ history with each customer and to help your sale team stay in touch with those that are most likely to buy from you. CMR software can help them access data in real time and know the customer journey.
What to look for in the best CRM software
Before deciding which is the best CRM to use for your small business, we suggest you to look at some key features that you will need:
Know what features you need
It is not wise to choose a set of standard, basic or inflexible. As your business grows, your CRM requirements will change. For that reason, you should go for a CRM solution that can be upgraded to the next version.
Often CRM software comes with many functions. You might use just a couple so there is no need to pay for features that you will not even use. According to Software Advice, first-time CRM buyers often overestimate what features they actually need. Therefore, the first step is to ask yourself what your company really need from a CRM software.
Cloud based client management
With a Cloud (Software-as-a-Service/SaaS) solution, you don’t need a server or technical expertise on your side. You simply log into the cloud-based CRM in your Internet browser.
Ensure the system integrates with other applications
One of the most important things to consider when choosing a CRM for your business is need to ensure that the CRM system can integrate with other applications you already have.
A CRM software should get integrated with an ERP or other accounting software, a HR software, your website and web forms to import new leads, e-commerce platforms, and marketing solutions among others.
Pipeline management
Sales pipeline is a visual representation of where your opportunities are in the sales process that describe the series of actions your sales team should carry out to convert prospects into customers. A CRM software can help them to make the required steps in order to lead people from lead to conversion.
Best CRM software for small business
Here is our list of the best CRM software for small businesses.
Salesforce
It is probably the best CRM software for small business. If you are looking to close more deals, increase productivity, and fill your pipeline with high-quality leads, Salesforce is a great option because it unites marketing, sales, commerce, service, and IT teams with the CRM platform Customer 360.
These are some of Salesforce’s features:
- Customized dashboards and reports.
- Guided setup.
- Social media and email support.
- eCommerce capability on all devices.
HubSpot CRM
It is a completely free CRM small business solution that helps you organize, track, obtain leads and customers and allow you to check your entire sales funnel on a clean, visual dashboard. HubSpot CRM tracks customer interactions automatically whether they are in an email, across social media, or on a call.
Additional features found in this software include:
- Real-time notifications regarding lead behavior.
- Send personalized email sequences to leads and existing customers,
- Integrate with popular apps like Salesforce, Shopify, and Microsoft Dynamics.
Zoho
A popular cloud-based suite, which comes with features from Omnichannel capabilities to pipeline management and automation, all, bundled in one package. With Zoho Customer Relationship Management (CRM) software, you can create connections, log sales activities, add notes, create tasks, qualify leads, view deals, and more with our multipurpose digital contact book.
Zoho’s main goal is to help small businesses manage sales, market their brand, organize leads and contacts, offer customer support, and more.
Here are some of the best features of Zoho CRM:
- Multichannel management through email, phone, live chat, and social media.
- Analytics reports for making data-driven decisions.
- Team collaboration tools.
- Mobile apps for accessing your CRM on the go.
Pipedrive
Pipedrive is a web-based Sales CRM and pipeline management solution that allows businesses to plan their sales activities, monitor deals and streamlines every action involved in converting a potential deal into a sale. This solution can be accessed from anywhere 24×7 using any web browser or mobile apps.
More features offered by Pipedrive include:
- Streamline sales and marketing management using one unified tool.
- Forecast future sales and analyze current sales with analytics.
- Email integrations so all sales communication is one place
- Integrate with Google apps, Trello, Zapier, and more.
Monday
This cloud-based project management software simplifies the way teams manage workloads and can help you to manage all your leads, customer relationships, sales pipeline, and tasks in one place.
With this tool, it is easy to check which projects are in progress, which tasks are finished and where the bottlenecks are. It also allows project managers to find users who are over/underworked, balance out workloads and eliminate any misunderstanding and confusion.
Additional features include:
- Full customization according to your needs.
- Productivity and efficiency-focused features
- Flawless collaboration with clients & team
Constant Contact
Constant Contact is super simple to use and helps save busy small business owners lots of time. This CRM software lets you easily store contacts, manage customer information, send emails, and track customer activity.
Some of the greatest features of Constant Contact are:
- Powerful eCommerce CRM tools that help your sales team capture, engage, and convert your leads into customers.
- Keep track of leads and customers by storing their social media profiles, company info, notes and more.
- Automatically send personalized emails to visitors based on their behavior.
- Integrations with 3rd-party apps to help you even further with marketing automation.
Honeybook
It is an easy-to-use platform designed to help small business streamline their processes and manage projects, book clients and invoices. This too lets users view and track various stages of a project. They can also keep invoices, contracts and other documents in one place and respond to clients with automated appointment requests and follow-ups using personalized templates and notifications.
Here are some other features of this client management software:
- Streamlined client communication.
- Intuitive workflows.
- Integration with other tools you already use, so you can work more efficiently than ever.
- Interaction tracking.
Freshsales
By using this CRM, you can find the best sales leads based on buying signals and behavior, manage the overall sales pipeline by tracking the progress of your deals, assigning tasks, and sending automated emails. Freshsales also helps you eliminate bottlenecks in the sales process, open up more business opportunities, and gain your customers’ loyalty.
It comes with many features to help your small business such as:
- Lead scoring for prioritizing leads and boosting sales
- Visual sales pipeline with a drag and drop navigation for identifying business opportunities
- Automatic lead assignments.
- Mobile app integration for managing your company on the go.
Method CMR
This QuickBooks CRM platform provides a fully customizable solution so you can manage leads, automate workflows and serve your customers better with self-serve portals all within a single tool. Method empowers small and mid-sized businesses to scale operations, increase sales and improve their bottom line. Whether you need simplified contact management, better activity tracking, or solutions for lead management, Method:CRM has the answer.
Other Method’s features are:
- Automate lead capture.
- Great QuickBooks integrations.
- Simplify lead tracking.
Insightly
This tool provides you everything you need to build a complete view of your customers across the entire buying experience, and deliver exactly what they want—from the first contact to delivery and beyond. Insigthly CRM organizes key CRM functions, presenting them in a friendly and easily understood manner.
This visually attractive and functionally intuitive customer relationship management solution provides a wide range of functionalities and various integrations to suit any SMB’s needs.
Other Insightly’s features are:
- Comprehensive pipeline management.
- Workflow automation.
- Advance reporting.
Conclusion
We hope this roundup of the best CRM software for your small business helps you decide which one works for you. Finding the best CRM software may well require some comparison shopping.
CRM software offers many true blue advantages for your startup or small business, from identifying pain points to widening the scope of your target audience. They can help you getting insights for better management decisions. When customer data is organized in a meaningful way, companies understand their customer buying behavior deeper, and essentially, their market better.
If you need more tools for capturing leads or managing your business efficiently, check out our blog posts.
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