30+ Best CRM Software Tools (Jun 2022 Update)

Small business owners tend to be at the receiving end of numerous tasks and duties, which leaves them little time to focus on their company’s finances. However, small business owners with good CRM software can save themselves from handling these tasks.

CRM stores customer contact information like names, addresses, mobile numbers, etc. It also helps you keep track of customer activity, like website visits, phone calls, email, messages, and more.

Following is a handpicked list of Best CRM Software for Small Business, with their popular features and website links. The list contains both Open Source (Free) and Commercial (Paid) CRM software:

Top CRM Software Tools

Name Monday CRM Pipedrive HubSpot CRM Zoho ClickUp CRM
Features ✔️ Manage everything in one workspace
✔️ Set up in minutes
✔️ You can get deals from your web forms and chatbot.
✔️ Leads data can be easily imported from a spreadsheet.
✔️ You can arrange client meetings effortlessly.
✔️ HubSpot offers a dashboard to view all reports.
✔️ Functional Cloud CRM
✔️ Effective communication tools
✔️ One app to replace them all.
✔️ All your work in one place: Tasks, docs, chat, goals, & more.
Price Free Forever Plan 30 Day Free Trial (No Credit Card Required) Free Forever 15 Day Free Trial Free Forever Plan
Review/Rating 4.7 4.5 4.5 4.6 4.4
Link Visit website Visit website Visit website Visit website Visit website

1) Monday CRM

Monday is one of the best CRMsolutions that lets you handle all your sales processes in one place. It easily streamlines your entire sales process with a colourful and visual interface.

#1 Top Pick
Monday.com
5.0

Email Automation: Yes

Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc.

Free Trial: Free Forever Plan

Learn More

Features:

  • You can import all your customer data in just a few clicks.
  • Automatically schedules notifications and reminders.
  • This CRM software allows you to integrate with other tools to accelerate response time.
  • Enables you to collaborate with your team in one shared workspace.
  • You can bring your team together, anywhere and anytime.
  • Operating Systems: Windows, Android, Mac, iPhone/iPad.
  • Deployment Type: Cloud-based and Open API.
  • Pricing plans: Four Pricing plans: 1) Individual – Free 2) Standard – $10 per month, 3) Pro – $16 per month, 4) Enterprise/quote-based.
👍 Pros 👎 Cons
Offers a clear overview of sales, processes, performance, etc. Does not offer any free plan.
It helps automate repetitive tasks. Toggling between the views on the project is complex.
You can customize it to fit your sales workflow.
It offers advanced search capabilities.

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2) Pipedrive

Pipedrive is a CRM tool that provides a simple way to get more deals. It offers a dashboard which you can customize to measure the performance against set goals.

#2
Pipedrive
4.9

Email Automation: Yes

Integration: Zapier, Google Meet, Microsoft Teams, Pipechat, HubSpot, etc.

Free Trial: 30 Day Free Trial (No Credit Card Required)

Learn More

Features:

  • Provide deals from your web forms and chatbot.
  • Leads data can be easily imported using a spreadsheet.
  • It allows you to customize according to products, activities, and more.
  • It helps you to integrate with more than 150 apps.
  • You can forecast your performance.
  • You can track calls, emails, and contact history with ease.
  • This CRM software enables you to manage sales conversations from any inbox.
  • Based on Language: JavaScript, HTML, CSS, Google Analytics, Microdata, etc.
  • Deployment Type: Cloud-based.
  • Supported Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
  • Pricing Plans: 1) Silver: US $12 .50 2) Gold: US $24.20 3) Platinum: US $49.17.
👍 Pros 👎 Cons
Unlimited custom fields collect any piece of customer information. The automation feature cannot create customized reports.
You can track custom reports and have revenue estimates and recurring revenue. Extra features like email, phones, etc., are not included in the standard version.
Activity reports can track individual sales calls, emails, demos, and events.

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3) HubSpot CRM

HubSpot CRM allows the sales team to start their work without changing their existing workflow. It enables you to get complete visibility into your sales pipeline in real time.

#3
HubSpot
4.8

Email Automation: Yes

Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc.

Free Trial: Free Forever

Learn More

Features:

  • You can arrange client meetings effortlessly.
  • HubSpot offers a dashboard to view all reports.
  • It helps you to manage contact with ease.
  • It offers more than 300 integrations.
  • Enables you to monitor the delivery of email messages.
  • Supported Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
  • Pricing plans: Four pricing plans 1) Starter: US $50. 2) Basic: US $200 3) Professional: US $800 4) Enterprise: US $2400.
👍 Pros 👎 Cons
It enables you to manage pipeline with total visibility. Its free version doesn’t have many CRM features.
Offers an excellent feature for searching companies.
Supports Gmail, Google Drive, and calendar.

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4) Zoho

Best for start-ups looking to use social media as a marketing tool.

Zoho is CRM software that helps you organize contacts, tasks, and deals in one place. It helps you maintain your customers’ address book from your sales team member’s access to a centralized location. It is one of the best CRM for start-ups that helps you to keep tabs on your key performance metrics, pipeline, and targets for the month.

#4
Zoho CRM
4.7

Email Automation: Yes

Integration: Google, Zapier, GitHub, Dropbox.

Free Trial: 14 Day Free Trial

Learn More

Features:

  • Functional Cloud CRM
  • Effective communication tools
  • Customizable automation
  • Customer support
  • You can convert your live chats into leads
  • You can manage your tasks and deals efficiently.
👍 Pros 👎 Cons
It enables you to access your business contacts at your fingertips. Limited customer support
Zoho CRM tool enables you to manage your tasks and deals efficiently. Steep Learning curve
It offers helpdesk, email & social media marketing, surveys, and analytics built around your CRM.

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5) ClickUp CRM

ClickUP is a CRM solution that makes it easy to organize and grow your customer relationships with tracking, data visualizations, and email interactions, all in one place. It also helps you to analyze data for customer insights.

#5
ClickUp
4.6

Email Automation: Yes

Integration: Google drive, GitHub, Bitbucket, Cloud, etc.

Free Trial: Free Forever Plan

Learn More

Features:

  • You can organize your accounts in a list, Kanban board, or tables for instant data entry.
  • Communications by integrating your emails with CRM.
  • You can build the perfect customer database.
  • It allows you to filter and search for a specific task with ease.
  • It offers a wide range of templates.
  • It helps you to import documents from other apps automatically.
  • Enables you to collaborate with other people.
  • It allows you to assign multiple tasks with just one mouse click.
  • Pricing plans: Two pricing plans: 1) Free plan, 2) Unlimited plan for $5 per month.
👍 Pros 👎 Cons
Provides a customer-centric approach. Doesn’t have good reporting features.
Offers a highly efficient dashboard view. Not best-suited CRM software.

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6) Salesmate CRM

Salesmate CRM is a web-based solution that helps you capture leads and manage their pipelines. You can use this CRM software to track and monitor lead conversations, and this tool allows you to schedule activities using the calendar.

Salesmate CRM

Features:

  • Salesmate notifies you when your clients engage with your emails.
  • It provides readymade email templates.
  • You can easily collaborate with your team.
  • It can be customizable to match your sales process.
  • The integration of more than 700+ apps
  • It contains 100+ built-in reports.
  • Supported Operating Systems: Windows, Android, Mac, iPhone/iPad.
  • Price: Three pricing plans 1) Starter- $12 per user/month 2) Growth -$24 per user/month and 3) $40 per user month.
👍 Pros 👎 Cons
It helps you to manage and track deals. You need to do 3rd party integration needed for contact enrichment.
It allows you to collaborate with the team through its shared team inbox.

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7) Act! CRM

An ACT is an all-in-one CRM for sales and marketing tool which allows you to generate repeated clients. It is one of the best CRM software for small businesses that allows you to perform advanced contact management and email marketing features.

HubSpot CRM

Features:

  • It helps you to keep all your contact & customer details
  • Act offers customizable dashboards integrations with Outlook, Gmail, Zoom, and DocuSign.
  • You can unlock the full potential of Act! with Custom Tables! Manage detailed
  • Optimize methods you and your team communicate with prospects and customers
  • It helps you to generate repeat clients and build even stronger relationships.
  • Supported platforms: Android and iOS apps
👍 Pros 👎 Cons
WYSIWYG email editor Steep learning curve
Email deliverability reporting Many routine tasks present significant difficulties
Eady Data quality management
Marketing Automation Integration
Highly customizable and versatile

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8) Zendesk

Zendesk is a Sales CRM to enhance sales teams’ productivity, processes, and pipeline visibility. This tool lets you keep track of every interaction with every customer and turn that data into a report. It allows you to make calls, send emails, schedule meetings.

Features:

  • It offers sales and marketing tools built for salespeople.
  • It enables you to make calls, send emails, schedule meetings, view deal history all from one place.
  • You can keep your team focused on the highest value leads.
  • It allows you to conduct your marketing campaigns.
  • It helps you to manage your sales efficiently
  • It helps you to build your own apps using the Zendesk Apps framework.
  • Dive deeper into your sales data with pre-built dashboards
👍 Pros 👎 Cons
You can contact database and support tool in one. The pricing of this tool is relatively high.
You can create them for specific departments.
It enables you to collect your customer support tasks and manage them in one single place.

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9) Keap

Keap is a CRM software app that helps you increase your business and improve customer service. It helps you to capture new leads, assign tasks, and send emails to clients.

Keap CRM

Features:

  • It allows you to access client information from any device.
  • It offers a dashboard to track the sales process.
  • Clients can make payments in one click.
  • It allows you to connect the Keap app with Outlook or Gmail.
  • It provides smart forms using which you can collect client data.
  • Allows you to personalize your messages to send when new leads come in.
  • Scheduling and managing appointments are easy.
  • Deployment Type: Cloud-based.
  • Pricing plans:  Three pricing plans, Lite ($40 per month), Pro ($80 per month), and Max ($100 per month).
  • Supported Operating Systems: Web-based, Android, & iOS.
👍 Pros 👎 Cons
It offers the functionalities for creating custom forms and embeds them to websites or landing pages. Keap is an expensive tool.
Offers features for sending emails, making a call, etc.
It allows integration with the programs like PayPal.

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10) SalesForce CRM

SalesForce is the pioneering cloud-based CRM solution that lets you manage all your sales processes with great ease and speed. You can customize dashboards and reports to any degree. It allows you to have a clear and customizable view of the details of your sales pipeline.

Features:

  • Offers easy follow-ups on key contacts and leads.
  • It adds intelligence and personalization to every transaction.
  • You can sync and collect critical information directly from your inbox.
  • Easy Lead and Contact management.
  • With its SalesForce mobile app, you can access and update data anytime/anywhere.
  • Proven to increase 36% of your sales productivity.
  • Operating Systems: Windows, Android, Mac, iPhone.
  • Deployment Type: Cloud
  • Pricing plans: Pricing Starts at $25. Discounts on Annual Bookings. 14 Day Free Trial
👍 Pros 👎 Cons
It automatically tracks emails, calls, and meetings It integrates with a few systems only.
It fastens your sales processes.
Offers a mobile app.
Offers free trial
Provides Demo

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11) Less Annoying CRM

Less Annoying is a business CRM tool that enables you to manage your leads, contacts, calendar, etc. It allows you to import your spreadsheet contacts into CRM.

Less Annoying CRM

Features:

  • It provides 256-bit encryption security of your data.
  • It can be accessed from any tablet, computer, or smartphone.
  • This CRM software offers a simple lead report.
  • It automatically syncs your data to all devices.
  • Supported Operating Systems: Linux, Windows, Android, Web-Based, etc.
  • Pricing: $15 user/month.
👍 Pros 👎 Cons
You can complete tasks that need to be done for each contact Only provide basic reporting features.
Attach documents, agreements, proposals, and other files
Offers a wide range of help and support options.

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12) Microsoft Dynamics 365

Microsoft Dynamics CRM 365 platform is a customer relationship management software package, and it enables you to focus on enhancing customer relationships for any organization.

Microsoft Dynamics 365

Features:

  • Complete application troubleshooting.
  • It offers support for Data Migration.
  • Proactive response to alerts.
  • It enables you to port and network device monitoring.
  • Offers support for backup and recovery.
👍 Pros 👎 Cons
You can centralize the data of contact, sales, and marketing. Does not provide the capability to clone records is missing.
Supports both SaaS and on-premises.
It offers automated workflows and thereby reduces manual efforts.

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13) Streak

Streak is a popular CRM system for small businesses. It helps you manage the sales pipeline inside Gmail and maintain your business relationship and partners.

Streak CRM

Features:

  • Evolve with your sales process
  • Streak CRM can link together the communication of separate teams
  • Use all of your different data points to filter all the information in your pipeline
  • Maintaining data control is easy with permission roles
  • Pricing plans:1) Personal version – Free
👍 Pros 👎 Cons
This tool can automatically fill in ‘Date created’ or ‘Date of Last Email’ data. Sometimes it takes a longer time to load.
Automatically share emails, notes, and call logs with your team
Streak CRM is built directly inside Gmail for both desktop and mobile

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14) Capsule CRM

Capsule is an online CRM application developed by Zestia. It also allows you to organize customer information. This CRM for small businesses also provides a summary of all your sales.

Capsule CRM

Features:

  • It enables you to add emails, notes, and documents to each contact.
  • It allows you to segment your audience into different groups.
  • It enables you to transfer your contacts from Gmail, Outlook, and CSV (Comma Separated Values) files.
  • Capsule provides a summary of all your sales.
  • You can track image performance
  • It helps you to create and complete your sales tasks on the go.
  • Pricing plans: 1) Free, basic version of Capsule is available for up to 2 users. 2) Professional version is priced at $18 per user/ month, billed monthly.3) Teams version is priced at $36 per user/per month, billed monthly.
👍 Pros 👎 Cons
Contact lists can be imported from Gmail, Outlook, and your CSV spreadsheet and database files. The free plan of this CRM is capped at 250 contacts
Easy integration with Zapier, G Suite, Zendesk, Twitter, and Mailchimp. Lack of features as compared to other CRM software.
Capsule offers more than 13 sales reports.

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15) OnePageCRM

OnePageCRM is a cloud-based customer relationship management application. It is designed for small businesses, and it converts the complexity of sales into a simple to-do list. This tool enables you to keep track of your business goals.

OnePageCRM

Features:

  • Easily track your business goals.
  • It helps can organize your contact with ease.
  • This tool enables you to visualize your plan in a better way.
  • It allows you to focus on a specific task.
  • Pricing plans: $15.00 per month
👍 Pros 👎 Cons
Allows you to keep tabs on deals in progress. It is difficult to upgrade email Templates.
Allows dialing and emailing directly from the software. Lots of bugs and technical issues
Streak CRM also includes an email scheduler that lets you stay on top of tasks as they occur.

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16) Smartsheet CRM

Smartsheet CRM is a tool that helps you monitor your sales and overall business opportunities, processes, and performance. It also helps you manage your business interactions with Past, Present, and Future Customers.

Smartsheet CRM

Features:

  • Allows you to visualize using graphs and charts based on past and present data.
  • It increases your business efficiency by maintaining focus on target areas.
  • It provides instant visibility into business activities and dashboards.
  • It helps the sales team to focus on closing sales rather than following up.
  • Pricing plans: Three pricing plans: 1) Pro – $7 per user/per month, 2) Business – $25 per user/per month, 3) Enterprise – Ask for a quote.
👍 Pros 👎 Cons
Easy integrations with Slack, DocuSign, Google Docs, Microsoft TeamsDropbox, Adobe Creative Cloud, etc. The activity log is very much limited compared to other project management tools.
It enables automated workflows across spreadsheets. Very complex learning curve.
Supports hybrid spreadsheets with cross-department data.

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17) Nextiva

Nextive is simple and easy-to-use CRM software. It is a solid suite to manage all your customer interactions. It helps you to personalize the customer experience without doing any extra work.

Nextiva CRM

Features:

  • Manage sales & customer support.
  • It enables you to track the entire customer journey.
  • You will get instant real-time suggestions.
  • It allows you to set up automatic actions.
  • Pricing plans: Four pricing plans 1) Essential- $11.95 2) Professional- $20.95 3) Enterprise- $26.95 and 4) Ultimate- $57.95.
👍 Pros 👎 Cons
It offers unlimited calling within the US and Canada Lowest price plan is only available with a three-year plan.
All plans include video calling facilities.
You can use customer service features like call analytics, automated voicemail transcription, and a customer service ticket.

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18) Agile CRM

Agile CRM tool helps you automate your sales, marketing, and service in one platform. This tool has a contact management facility that helps you close deals faster, enabling you to share your calendar online.

Agile CRM

Features:

  • Offers an option of voicemail automation.
  • Agile CRM allows you to view contact data from the client conversation, call, notes, etc.
  • You can sync Agile CRM data with Google calendar to get notifications about upcoming meetings.
  • This CRM solution helps you know the information about the buyer’s journeys.
  • It helps you to maintain insights with reports and advanced analytics.
  • Pricing plans: 1) Free 2) Starter $8.99 3) Regular $29.99.
👍 Pros 👎 Cons
Supports up to 50,000 contacts and companies Doesn’t provide on-premise deployment.
Score leads, manage projects, schedule appointments, and help you to integrate email accounts Customer supports only in the English language.
You can customize data fields to suit the needs of your business

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19) vTiger CRM

vTiger is a CRM software that provides a seamless workflow between your teams. It helps your teams spend more time with customers and less entering data.

vTiger CRM

Features:

  • Get all your data in one place.
  • You can automatically bring all your email conversations into Vtiger and link it to records.
  • Helps the sales team to predict and plan the sales cycle from pipeline to closure.
  • Campaign Management and Customer Support.
  • It allows you to engage across multiple channels.
  • You can capture the full potentials of your business.
  • Supported platforms: Web, Android, iOS.
👍 Pros 👎 Cons
You can manage different clients with the same database and keep information separated. Not ideal for businesses with multiple sales pipelines
Email, calling, and note-taking capabilities are easily accessible.
Alert system helps generate sales activity

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20) ActiveCampaign

Active Campaign is a sales CRM that helps you automate lead and contact management, so you have time to sell. It also helps you connect with Gmail, Outlook, or other email providers.

ActiveCampaign

Features:

  • Automatically update contact details and help you to view a lead’s entire history from the contact record
  • It helps to select, which leads to focus on and when to wait.
  • Check contact information, create and manage tasks, make calls, and update deals.
  • Starting Price: $9 per month.
👍 Pros 👎 Cons
Provides extremely powerful Automation The learning curve is a little high for beginners.
Allows you to integrate sales and marketing platforms for your business
You can pick up conversations via webchat, Email, or Facebook Messenger.

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21) Insightly CRM

Insightly is one of the best CRM software that keeps all your current and prospective customer data in one place to optimize your productivity. It allows the sales team to establish a relationship with the client.

Insightly CRM

Features:

  • It helps you to convert deals to projects.
  • You can integrate this CRM with MailChimp, Google Drive, Gmail, Box, and more.
  • You can track relevant lead information is possible.
  • It helps you to create a multi-step business process with Insightly.
  • This one of the best CRM software helps you to streamline business processes.
  • You can build custom applications for your business.
  • Allows you to design the dashboard according to your need.
  • Starting Price: $29 per month/ per user.
👍 Pros 👎 Cons
It offers an uncommon and handy relationship-linking feature Doesn’t offer live chat support and on-premises deployment.
CRM reports break down your sales and marketing data to help you to understand better and analyze leads.
CRM integrations provide a more comprehensive range of marketing tools to use within your system.

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22) Copper

Copper is a CRM software that captures all your contact details and emails so that you can use them whenever you like. You can add leads, update deals, and create Google Calendar events.

Copper CRM

Features:

  • Copper helps you to integrate it with Google Calendar, Gmail Contacts, Google Docs, and more.
  • Provides a dashboard that displays the sales amount you need to achieve.
  • Offers real-time currency conversions.
  • Copper enables you to manage your contact by customizing contact types to categories of business relationships.
  • You can manage your calls, emails, meetings with automatic reminders.
  • It offers many templates to send emails in bulk.
👍 Pros 👎 Cons
It can pull data and customer interactions from anywhere Copper is only suited for you if you are willing to use Google tools full time.
Integrates with HubSpot, Mailchimp, Docusign, Quickbooks, and more.
Automatically in Copper when you begin.

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23) Nimble CRM

Nimble CRM is an app that enables you to manage client contacts into segmented lists effectively. This tool helps you organize your team tasks, events, and communications to each deal.

Nimble CRM

Features:

  • Offers a dashboard to manage appointments and tasks.
  • You can add notes to deal with status.
  • Combine your contacts, social media connections with more than 160 apps.
  • You will get a complete view of upcoming events and meetings.
  • Enables you to divide your contact details into segments for bulk email sending.
  • It is available as a browser widget, mobile app, and more.
  • You can organize contacts with tags and notes.
  • Supported Operating Systems: iPhone, Mac, Web-Based, etc.
  • Free Trial: Yes
  • Pricing plans: Two pricing plans: 1) Nimble Contact: US $9 2) Annual Revenue:Approx. $100 to $500 USD per year.
👍 Pros 👎 Cons
Allows you to set reminders and can extend nimble with more tools. Agile doesn’t have a good email editor.
Provides exemplary customer contact management for a multi-environment with social listening and engagement. It comes with only one pipeline, which can turn is a significant drawback.
Improved sales pipeline tracking and reporting.

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24) SuiteCRM

SuiteCRM is a web-based product that automates sales, marketing, and more. You can also monitor your sales pipeline and analyze your revenue metrics.

SuiteCRM

Features:

  • It helps you to streamline your marketing activities.
  • This software helps you to collaborate with your team.
  • You can monitor your sales pipeline.
  • It allows you to view clients’ detailed history like contact people, company details, products purchased, and more.
  • SutiCRM enables you to achieve your sales targets.
  • Supported platforms: Windows, Android, and iOS.
👍 Pros 👎 Cons
Allows us to add custom fields and change practically every screen and view Deleting files to free up space is a very difficult task.
Easy contact management and lead management. The Dashboard isn’t customizable or valuable for us.
Tracking all our email correspondence.

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25) Simple Systems

Simple Systems is a cloud-based CRM application. This tool enables you to track your sales activities, and it allows you to monitor your marketing campaigns.

Really Simple Systems

Features:

  • It has an integrated email marketing module.
  • This tool can be easily set up.
  • Simple Systems enable you to track your leads.
  • It allows you to monitor your leads and opportunities efficiently.
  • Supported platforms: Mac, Windows, and Linux.
  • Starting Price: $14.00 /month
👍 Pros 👎 Cons
You can build campaigns and send newsletters from your system. Notes can be challenging to read and locate at the time
The customer support is helpful with quick response times
Activity integration from email accounts included

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26) Vendasta

Vendasta is a Sales CRM and Pipeline Management Software. This tool allows you to track accounts, activity, contacts, communications, and internal notes.

Vendasta CRM

Features:

  • It gives your reps a clear look at the potential, probability.
  • It helps you to establish your salespeople as trusted local marketing experts.
  • Ensure ongoing client success by driving growth and engagement.
  • It enables you to make impactful business decisions.
  • Marketing automation software.
👍 Pros 👎 Cons
It helps you to generate local business leads and lower costs of acquisition You need to spend some to find all the functionalities.
It helps you to improve efficiency with fulfillment & order delivery
The website is helpful for agency owners looking to outsource work.

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27) Creatio

Creatio is a CRM tool that helps you to accelerate operational & customer-facing processes. It offers functionality and productivity with ready-to-use apps. Creatio allows you to keep a record of contact data and addresses with the map the view capability.

Creatio CRM

Features:

  • It enables you to change customer-facing and operational processes faster and easier.
  • You can manage your CRM data faster and with minimal effort through automatic smart data enrichment.
  • Accelerate the development and implementation of business apps.
  • Deployment Type: Cloud-based and on-premises.
  • Supported Operating Systems: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
  • Pricing: Three pricing plans 1) Team Package: US $25 2) Commerce Package: US $30 3) Enterprise Package: US $50.
👍 Pros 👎 Cons
It supports data integration with Social media accounts. The number of connectors can be increased.
Offers sales management for business growth and knowledge management library. It doesn’t offer a good dashboard.
Offers robust data and marketing automation.

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28) Kizen

Kizen CRM tool helps you keep all of the most critical priorities, prospects, deals automatically organized and accessible to everyone. It allows you to log, track, and schedule all interactions with prospects and customers.

Kizen CRM

Features:

  • It helps you to manage communications about deals and customers in 1 place.
  • Marketing Automation and easy social media integration.
  • Free Trial: Yes
  • Supported platforms:  Android, iPhone, and iPad.
👍 Pros 👎 Cons
You can centralize your data on all the people and organizations you work with. Too expensive for small companies.
Offers real-time insights and forecasts to help close more deals.
Easy internal Chat Integration

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29) Apptivo

Apptivo is a cloud-based business management software for all companies. This tool enables you to close deals without any hassle, and you can also create a contract for your business deals easily.

Apptivo CRM

Features:

  • Layouts in this app can be customized.
  • You can generate reports and keep track of customer data.
  • It helps you to generate a PDF version of your invoices.
  • You can integrate Apptivo with G Suite.
  • It enables you to resolve and prevent duplicate lead data.
  • Pricing plans: Paid plans from $8 user/month.
👍 Pros 👎 Cons
Comprehensive feature set with various customization options Some time performance can feel sluggish.
Security controls and 24-hour support
Supports customization of fields available in this program.

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30) Spiro

Spiro is a CRM software that provides complete visibility into your pipeline. It allows you to assign deal engagement scores to improve accuracy. It automatically collects data from email, voice, and text to track and optimize engagement throughout the sales cycle.

Spiro CRM

Features:

  • It enables you to focus your sales team on selling.
  • It provides unrivaled visibility into your team’s activities to focus your coaching on the right opportunities.
  • It helps you to gain actionable insights.
  • Supported platforms: Android, iPhone, and iPad.
👍 Pros 👎 Cons
Easy contract/License Management Automated data entry lacks precision and isn’t streamlined
It helps you to increase closed deals and overall sales with proactive recommendations
Improve productivity and strategic outcomes by leveraging a built-in AI assistant.

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31) NetHunt CRM

NetHunt CRM helps you to grow your business. You need to focus all your energy on doing what you do best. This CRM software lets you automatically synchronize your Google Contacts to CRM tool.

NetHunt CRM

Features:

  • Nethunt allows you to synchronize your Google contacts to CRM automatically.
  • You can share your conversation history with your team.
  • Personalize your email campaigns with client details.
  • It helps you to automate routine tasks.
  • Pricing plans: Three pricing plans 1) Professional $24- 2) Professional Plus $28 3) Enterprise $48.
👍 Pros 👎 Cons
Fully integrated with Gmail. Not compatible with Linux
Multi-language platform Ticket customer support is not available.
Data import and export is effortless.
Highly customizable and scalable app.

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32) Workbooks

Workbooks is a platform to manage your business, designed and priced for the mid-market. It helps you to eliminate manual handoffs, duplication of data entry.

Workbooks CRM

Features:

  • Highly configurable CRM, which works the way you work.
  • Automate end-to-end business processes.
  • It is accessible anytime, anywhere from any device.
  • Supported platforms: Web, Android, and iOS.
  • Pricing: Basic plan starts $30/month.
👍 Pros 👎 Cons
Easy email response control The system does not allow for the splitting of functionality into user types.
Workbooks can help automate all processes from a single dashboard.
Offers rich features in sales and marketing management

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33) CompanyHub CRM

CompanyHub CRM helps you to create a new Lead/Contact. It automates any workflow and allows you to add Notes/Task and Conversations.

CompanyHub CRM

Features:

  • Quickly create a new Lead /Contact.
  • Alerts/notifications to managers and reminders to salespeople.
  • Automate any workflow/process like checking duplicates.
  • You can organize any data/process. Not just leads.
👍 Pros 👎 Cons
It helps you to add notes, tasks, and conversations. Customer service is hard to get in touch with since they work on their time zone.
It allows you to send reminders/emails to clients.

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34) ConvergeHub

ConvergeHub is a Customer Relationship Management software that allows you to take charge of business growth and manage your sales, marketing, service, and billing from one platform.

ConvergeHub CRM

Features:

  • It helps you to manage leads, accounts, contacts, and deals.
  • Allow you to eliminate redundant work, automate tasks, and Increase efficiency.
  • It enables you to make smarter marketing decisions with exact information.
  • It helps your businesses to cater to a more personalized experience to enhance customer support activities.
  • Allows you to automate all the steps concerned in your billing process.
  • Supported platforms: Android, iPhone, and iOS.
👍 Pros 👎 Cons
It helps you attract leads, send campaigns, nurture prospects, close sales. Lack of integration with other applications.
You can use ConvergeHub to accomplish all customer-related activities through every stage

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How to Select the Best CRM software

Step 1) Set your budget.

Any good CRM software generally costs range from free to average $200, so it’s best to set your spending budget before you start shopping. For that, you can easily remove an option that needs more budget.

Step 2) Make a feature list.

There are plenty of features offered by the CRM tool. However, it may not be necessary that you want all these features, and you should decide which features are essential for your business at that time.

Step 3) Gather referrals from businesses like yours.

You should ask for feedback and review about CRM software used by someone in a similar business.

Step 4) Assess the current market.

The CRM space changes rapidly as technology improves, so you should look for the market and access your future requirements.

Step 5) Read reviews.

You should read reviews about CRM tools. This helps you gain more insight into how individual solutions perform in the real world than you will be reading about them on the vendors’ websites.

Step 6) Test your top choices.

At this point, you’ll have a fair idea about which CRMs prove the best option for your business, so take each one of these contenders for a free trial or demo. Most CRM software providers offer free trials, so try the maximum tool before spending money on a permanent solution.

Step 7) Make your decision.

You need to take a call and make your final selection at this stage. You should take all the above-given considerations before doing this.

If you need sales management software, here’s our list of the Best Sales Management Software Tools.

FAQ:

❓ What is CRM?

CRM stands for Customer Relationship Management. CRM is a software that helps businesses manage their customers, prospects, and other essential contacts. It consists of various tools that help you make better decisions about your company’s strategy, sales, and marketing plans or find new opportunities. CRM can also help with things like customer service or marketing automation

✔️ What are the Best CRM Software for Small Businesses?

Following are the Best Small business CRM software:

⚡ What is Small Business CRM Software?

Every business has different needs, especially when it comes to its size. Small size businesses need cost-effective CRM software with limited but essential CRM features. So, CRM software for small businesses means a lightweight solution, and it contains only the features required by the business and is designed for a small or midsize customer database.

🏅 What is CRM Dashboard?

CRM dashboard is the interface that helps users gain quick access to all the features and get a complete overview of the key stats collected.

» Check here our list of the Best Lead Management Software

🚀 Why use a CRM for Small Businesses?

Here are the benefits of using CRM for small businesses:

  • You can streamline sales and boost your revenue.
  • CRM tool helps you to improve the workflow of the entire organization.
  • CRM solution provides the most accurate and trustworthy reports of customers.
  • Improved messaging with automation.
  • It helps you to simplify the business collaboration of the organization.
  • Automated all the repeated processes that you need to do regularly.

❗ How does CRM work?

CRM system is a central place where organizations can store customer and prospect data. It allows organizations to analyze the data and opportunities of their sales force, and it also helps you track customer interactions and share that information inside your company.

✔️ What is a CRM Analyst?

The job of a CRM analyst is to examine consumer data to help your business make the best sales and customer service recommendations. These experts understand your customers’ needs and interests to determine the best ways to market to them.

❓ How do CRM systems typically handle Automation?

You can automate three different workflows within your CRM your marketing, sales, and service roles. CRM marketing automation allows your program to perform specific tasks repeatedly, so an employee does not need to do them manually. This helps you save time, streamline your team’s workflow, and boost your company’s overall productivity.