CRM (Customer Relationship Management) stores customer contact information like names, addresses, phone numbers, etc. It helps you keep track of customer activity, like website visits, phone calls, email, and more.

Following is a handpicked list of Top Small Business CRM, with their popular features and website links. The list contains both open source(free) and commercial(paid) software.

Best Small Business CRM: Top Picks

Name Link
HubSpot CRM https://www.hubspot.com/products/crm
Salesmate CRM https://www.salesmate.io/
Salesforce https://www.salesforce.com/in/crm/
Less Annoying CRM https://www.lessannoyingcrm.com/
Agile CRM https://www.agilecrm.com/
Freshsales https://www.freshworks.com/freshsales-crm/
Microsoft Dynamics 365 https://dynamics.microsoft.com/en-us/
Zendesk Sell https://www.zendesk.com/sell/
Keap https://keap.com/

1) HubSpot CRM

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

Features:

  • You can monitor the delivery of email messages.
  • HubSpot enables you to arrange client meetings effortlessly.
  • You can send bulk emails.
  • This tool has a dashboard to view all reports.
  • You can manage contact with ease.
  • It provides more than 300 integration.

Link: https://www.hubspot.com/products/crm


2) Salesmate CRM

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

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.
  • Salesmate can be used on a laptop, iOS, or Android devices.
  • The integration of more than 700 apps is possible.
  • Contains 100+ built-in reports.

Link: https://www.salesmate.io/


3) Salesforce

Salesforce is a Software as a service (SaaS) CRM. This tool helps you to manage customer relationships and create a custom solution as per your business requirements.

Features:

  • Offers more leads, close more deals with faster speed.
  • It helps you to increase customer loyalty, retention, and satisfaction.
  • It helps you to identify new opportunities to help address any problems.
  • It helps you to build more meaningful and lasting relationships.
  • Monitor and manage your business.

Link: https://www.salesforce.com/in/crm/


4) 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.

Features:

  • It provides 256-bit encryption security of your data.
  • Less Annoying CRM can be accessed from any tablet, computer, or smartphone.
  • This app offers a simple lead report.
  • It automatically syncs your data to all devices.

Link: https://www.lessannoyingcrm.com/


5) Agile CRM

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

Features:

  • It provides voicemail automation.
  • You can view contact data from the client conversation, call, notes, etc.
  • You can synch Agile CRM data with Google calendar to get notification about upcoming meetings.
  • You can attach documents to deals.
  • Call multiple contacts with a single mouse click.
  • This software helps you to know the information about the buyer's journeys.
  • You can maintain insights with reports and advanced analytics.

Link: https://www.agilecrm.com/


6) Freshsales

Freshsales is a cloud-based CRM solution that helps you to manage interactions with customers. It provides AI-based lead scoring. It enables you to find better sales deals.

Features:

  • Freshsales offers real-time alerts for single link clicks.
  • It helps you to collaborate with your team.
  • It allows you to use a built-in email and phone.
  • Helps you to manger the sales pipeline.
  • You can access the client's social profiles.
  • It allows you to group the sales team by territories.

Link: https://www.freshworks.com/freshsales-crm/


7) Microsoft Dynamics 365

Microsoft Dynamics CRM 365 platform is a customer relationship management software package. It helps you to focus on enhancing customer relationships for any organization.

Features:

  • It is one of the leading industry-standard CRM software available in the market.
  • Unlimited application troubleshooting.
  • Offers support for Data Migration
  • Proactive response to alerts.
  • It allows you to port and network device monitoring.
  • Support for back-up and recovery.


8) Zendesk Sell

Zendesk is a Sales CRM to enhance productivity, processes, and pipeline visibility for sales teams. This tool lets you keep track of every interaction with every customer and turn that data into a report.

Features:

  • Sales tools built for salespeople.
  • It allows you to make calls, send emails, schedule meetings, view deal history all from one place.
  • It helps you to focus on keeping your team focused on the highest value leads.
  • It helps you to conduct your marketing campaigns.

Link: https://www.zendesk.com/sell/


9) Keap

Keap is a CRM solution that helps you to grow your business and improve customer service. It automatically captures new leads, assigns tasks, and send emails to clients.

Features:

  • You can access client information from any device.
  • It provides 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.
  • You can personalize your messages to send when new leads come in.
  • Scheduling and managing appointments are easy.

Link: https://keap.com/


10) Pipedrive

Pipedrive is a CRM tool that provides a simple way to get more deals. It has a dashboard that can be customized to measure the performance against set goals.

Features:

  • You can get deals from your web forms and chatbot.
  • Leads data can be easily imported from a spreadsheet.
  • Seamlessly integrate with more than 150 apps.
  • A dashboard can be customized according to products, activities, and more.
  • It helps you to forecast your performance.
  • Pipedrive can be used on iPhone and Android devices.
  • You can track calls, emails, and contact history with ease.
  • This app enables you to manage sales conversations from any inbox.

Link: https://www.pipedrive.com/en/gettingstarted


11) Nextiva

Nextive is simple and easy to use CRM software. It is a powerful suite to manage all your customer interactions.

Features:

  • Manage sales & customer support.
  • It allows you to personalize customer experience without doing any extra work.
  • You can track the entire customer journey.
  • Get real-time suggestions.
  • It allows you to set up automatic actions.

Link: https://www.nextiva.com/products/customer-service-crm.html


12) Streak

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

Features:

  • Evolve with your sales process
  • Streak 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.

Link: https://www.streak.com/


13) 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 on entering data.

Features:

  • Get all your data in one place.
  • It allows you to bring all your email conversations into Vtiger and link it to records automatically.
  • Helps the sales team to predict and plan the sales cycle from Pipeline to Closure.
  • It allows you to engage across multiple channels.
  • It helps you to capture the full potentials of your business.

Link: https://www.vtiger.com/


14) ActiveCampaign

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

Features:

  • Automatically update contact details and helps 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.

Link: https://www.activecampaign.com/sales-crm


15) Insightly CRM

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

Features:

  • You can quickly convert deals to projects.
  • It helps you to integrate with MailChimp, Google Drive, Gmail, Box, and more.
  • Tracking relevant lead information is possible.
  • You can create a multi-step business process with Insightly.
  • It enables you to send, track, and save emails.
  • Insightly can be used to streamline business processes.
  • You can build custom applications for your business.
  • Allows you to design the dashboard according to your need

Link: https://www.insightly.com/


16) Capsule CRM

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

Features:

  • You can quickly add emails, notes, and documents to each contact.
  • It enables you to segment your audience.
  • You can transfer your contacts from Gmail, Outlook, and CSV (Comma Separated Values) files.
  • This software provides a summary of all your sales.
  • Capsule offers more than 13 sales reports.
  • You can set restrictions for the person you like.
  • Tracking image performance is possible with Capsule.
  • Create and complete your sales tasks on the go.

Link: https://capsulecrm.com/


17) Copper

Copper is a CRM for Google 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.

Features:

  • You can integrate it with Google Calendar, Gmail Contacts, Google Docs, and more.
  • It has a dashboard that shows the sales amount you need to achieve.
  • Lead tracking is possible.
  • You can quickly see all open opportunities and their values in each stage of the sales process.
  • It provides real-time currency conversions.
  • Copper helps you to manage your contact by customizing contact types to categories of business relationships.
  • Manage calls, emails, meetings with automatic reminders.
  • It provides many templates to send emails in bulk.

Link: https://www.copper.com/mobile-crm


18) Nimble CRM

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

Features:

  • It provides a dashboard to manage appointments and tasks.
  • You can add notes to deal status.
  • Combine your contacts, social media connections with more than 160 apps.
  • It provides a full view of upcoming events and meetings.
  • You can divide your contact details into segments for sending group emails.
  • Team tasks, events, and calls can be handled with ease.
  • It is available as a browser widget, mobile app, and more.
  • Contacts can be organized with tags and notes.

Link: https://www.nimble.com/


19) SuiteCRM

SutiCRM is a web-based product that automates the sales process, marketing process, and more. It enables you to monitor your sales pipeline and revenue metrics.

Features:

  • It helps you to streamlines your marketing activities.
  • This software helps you to collaborate with your team.
  • It allows you to monitor your sales pipeline.
  • You can view clients' detailed history like contact people, company details, products purchased, and more.
  • SutiCRM enables you to achieve your sales targets.

Link: https://suitecrm.com/


20) Really Simple Systems

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

Features:

  • You can build campaigns and send newsletters from your system.
  • It has an integrated email marketing module.
  • This tool can be easily set up.
  • Really Simple Systems enables you to track your leads.
  • You can monitor your leads and opportunities efficiently.

Link: https://www.reallysimplesystems.com/free-crm/


21) Vendasta

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

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 helps you to make impactful business decisions.
  • Marketing automation software.

Link: https://www.vendasta.com/platform/sales-success-center/


22) Creatio

Creatio is a CRM tool that helps you to accelerate operational & customer-facing processes. Extend the platform's functionality and productivity with ready-to-use apps.

Features:

  • Change customer-facing and operational processes faster and easier.
  • It helps you manage your CRM data faster and with minimal effort through automatic smart data enrichment.
  • Keep a record of contact data and addresses with the map the view capability.
  • Accelerate the development and implementation of business apps.

Link: https://www.creatio.com/page/crm-products


23) OnePageCRM

OnePageCRM is a web-based relationship management application. It is designed for small businesses. It converts the complexity of sales into a simple to-do list. The tool allows you to keep track of your business goals.

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.

Link: https://www.onepagecrm.com/


24) Kizen

Kizen CRM tool helps you keep all of the most important priorities, prospects, deals, and customers automatically organized and accessible to everyone.

Features:

  • It allows you to log, track, and schedule all interactions with prospects and customers.
  • You can centralize all your data on all the people and organizations you work with.
  • Offers real-time insights and forecasts to help close more deals.
  • It helps you to manage communications about deals and customers in 1 place.

Link: https://kizen.com/


25) Apptivo

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

Features:

  • Layouts in this app can be customized.
  • You can generate reports and keep track of customer data.
  • Supports customization of fields available in this program.
  • You can generate a PDF version of your invoices.
  • Apptivo can be integrated with G Suite.
  • You can resolve and prevent duplicate lead data.

Link: https://www.apptivo.com/solutions/crm/


26) Spiro

Spiro is a CRM software provides full 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.

Features:

  • It helps 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.
  • Gain actionable insights.

Link: https://spiro.ai/


27) 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,

Features:

  • Let you automatically synchronize your Google contacts to CRM.
  • It helps you to share conversation history with your team.
  • Personalize your email campaigns with client details.
  • It helps you to automate routine tasks.

Link: https://nethunt.com/


28) Workbooks

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

Features:

  • Highly configurable CRM, which works the way you work.
  • Automate end-to-end business processes.
  • It is accessible anytime, anywhere from any device.

Link: https://www.workbooks.com/


29) CompanyHub CRM

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

Features:

  • Quickly create a new Lead /Contact.
  • It allows you to send reminders/emails to clients.
  • Alerts/notifications to managers and reminders to salespeople.
  • Automate any workflow/process like checking duplicates.
  • Bulk changes like transferring leads.
  • It helps you to add notes, tasks, and conversations.

Link: https://companyhub.com/


30) 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.

Features:

  • It helps you to manage leads, accounts, contacts, and deals.
  • Allow you to eliminate redundant work, automate tasks, and Increase efficiency.
  • It helps you to make smarter marketing decisions with exact information.
  • Helps businesses to cater to a more personalized experience to enhances customer support activities
  • Allows you to automate all the steps concerned in your billing process

Link: https://www.convergehub.com/

FAQ:

⚡ What is CRM?

CRM (Customer Relationship Management) stores customer contact information like names, addresses, phone numbers, etc. It helps you keep track of customer activity, like website visits, phone calls, email, and more.

❓ What is Small Business CRM?

Each and every business have different needs, especially when it comes to their size. Small size businesses need cost-effective CRM solutions with limited features. So, CRM software for small businesses means a lightweight solution. It contains only the features required by the business and designed for a small or midsize customer database.

✔️ What is CRM Dashboard?

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

❓ Why use a CRM for small business?

Here, are benefits of using CRM for small business:

  • It helps you to streamline sales and boost your revenue.
  • Using a CRM system improves the workflow of the entire organization.
  • CRM provides the most accurate and trustworthy reports of customers.
  • Improved messaging with automation.
  • Helps you to simplify the business collaboration of organization.

✔️ How does CRM work?

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

 

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