194 results
monday sales CRM is a great CRM software for small business sales teams. Capture leads, manage deals, retain customers, and more. Learn more about monday sales CRM
monday sales CRM is an incredible CRM software for small business sales teams. The visual and flexible software enables teams to capture leads, nurture their sales pipelines, and retain customers, all in one easy to use platform. You can use smart and visual boards to assign items, gain valuable insights, keep track of your KPIs, share files, and a ton more. Learn more about monday sales CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Scale your business with Pipedrive's smart CRM: the software that helps you grow your revenue your way. Learn more about Pipedrive
Designed by salespeople for salespeople, Pipedrive's smart CRM software helps small businesses worldwide grow their revenue and scale their business! With a variety of sales features, powerful automations, flexible pricing plans and +300 out-of-the-box integrations, Pipedrive has won the heart of over 100,000 companies and accounted for more than $85B worth of closed deals. Try Pipedrive free for 14 days. No CC required! Learn more about Pipedrive

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
SaaS software built for salespeople to stay on top of their sales pipeline and close more deals. Learn more about noCRM.io
If you're looking for a CRM for your sales team, noCRM is the right choice. Unlike a traditional CRM system, noCRM boosts productivity by allowing sales reps to create leads in seconds (email, mobile, business card, websites, spreadsheet) and manage their sales cycle from end to end. Managers and reps can monitor the health of their pipeline with our visual sales pipeline and synchronize reminders with their calendars ensuring no follow-up is missed and no important lead is dropped. Learn more about noCRM.io

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Bigin helps small businesses move away from spreadsheets and get started with a CRM solution that is truly built for their needs. Learn more about Bigin by Zoho CRM
We built a dedicated CRM for small businesses to help bridge the gap between lost leads and messy spreadsheets. With the sheer motive to be simple, Bigin is packed with just the right features, with a user-friendly interface, at a pocket friendly price to fit your small business like a glove! Bigin brings you everything you need—multiple pipelines, built-in telephony, workflow, a bunch of seamless integrations and a lot more, just to ensure you manage your customer relationships with ease. Learn more about Bigin by Zoho CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Sell more, in less time, every time with Prospect, the #1 Stock-Aware CRM - perfect for SME Wholesalers, Distributors & Manufacturers. Learn more about Prospect CRM
If you sell products from stock B2B and use one of the following Inventory Management or Accounting Systems, then Prospect, the #1 Stock-Aware CRM for SMEs, is the only CRM you need: Unleashed Software, QuickBooks Commerce, Cin7, DEAR Inventory, Katana, QuickBooks Online, Xero, Sage 50, Exchequer, Access Dimensions, Pegasus Opera. Prospect is the #1 CRM for growing SME Wholesalers, Distributors & Manufacturers. Learn more about Prospect CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business. Learn more about Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
An easy to use CRM that helps you work smarter by managing and tracking your sales leads and customers. Learn more about Really Simple Systems CRM
Really Simple Systems CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams working B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and app integrations - so everything is in one place, enabling great team collaboration and customer relationships that drive sales growth. Learn more about Really Simple Systems CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Small Business CRM for teams on Mac & iOS. Great for teams of 1-100 employees that want to keep clients happy. Learn more about Daylite for Mac
Daylite is a CRM for small businesses of 1-100 employees that love Macs. If you're struggling to keep track of communication with clients, follow-ups on deals, and next steps on projects, Daylite will be your best friend! Daylite is flexible and easy to customize. Plus it works with Apple Mail, Apple Contacts, iCal, Siri, Reminders and more of the Apple features you love! Save time and grow your small business with Daylite. Learn more about Daylite for Mac

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
EngageBay CRM helps growing companies organize all their customer information in one place to run targeted and personalized campaigns. Learn more about EngageBay
All your emails, calls, notes and lead progress are tracked automatically. Never spend another moment of your time on the mundane admin tasks. Let EngageBay handle these activities while you focus on selling.Use goal-setting, self-reflection and feedback to drive the sales behavior you need and enhance the overall sales performance. Learn more about EngageBay

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now. Learn more about Copper
Copper is the easy-to-use CRM for businesses on Google Workspace looking to manage more sales leads & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place. Learn more about Copper

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Capsule is an easy-to-use CRM that helps businesses stay organized, know more about their customers & build better relationships. Learn more about Capsule
Capsule is an easy-to-use CRM that helps businesses of all sizes stay organized, know more about their customers, build strong relationships and make the most of sales opportunities. Keep your contacts all in one place, manage sales opportunities and create sales. It integrates with popular apps such as Google G Suite, Google Data Studio, MailChimp and Zapier. Free account available for up to 2 users, or paid accounts starting at $18/month. Learn more about Capsule

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Salesflare is an intelligent CRM for small B2B businesses and startups, who want to sell more with less work. Learn more about Salesflare
Salesflare is an intelligent CRM for small B2B businesses and startups, who want to sell more with less work. Salesflare automatically fills out your address book and keeps track of all interactions with the people you're in contact with. It takes data from email, social media, company databases, phone, calendar and hands it to you in automated customer timelines that tell you everything you need to know. You just have to write the emails, make the calls, and have the coffee. Learn more about Salesflare

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Sales Execution Platform built to help you sell faster. Prioritize leads & tasks, recommend actions, and help your team execute them. Learn more about LeadSquared
LeadSquared is a sales, marketing, and field force automation platform that helps businesses improve their sales efficiency from all their channels and teams. Here are just some of the benefits that LeadSquared users have realized: Reduced lead leakage Intelligent Lead prioritization Automated sales and marketing processes Detailed sales and marketing analytics Integrates with multiple business tools, no-code workflow builder, and low-code developer platform to help teams build processes. Learn more about LeadSquared

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
All-In-One Automation Tool with Sourcing, Outreach, data enrichment ATS / CRM, database management, and synchronization capabilities. Learn more about Jobin.cloud
Jobin.cloud is an All-In-One Automation tool to Find and Engage with People. Import profiles in bulk, filter, track and manage them in auto-updating repositories. Easily pick the best to contact, auto-find emails, and reach out to them in bulk with personalized fields via email or LinkedIn. Assign them to pipelines and keep track of all your conversations with timelines, tags and notes. Quickly grow your network with unlimited LinkedIn connection requests and create your ultimate database asset. Learn more about Jobin.cloud

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Chatabox is the box CRM platform that is packed with lots of features and competitively priced from $35 AUD dollars. Learn more about Chatabox
Chatabox is the out of the box CRM that is user-friendly, scalable, with workflow and automation features that simplify the sales and lead management process. Standard features include cloud-based, tracking and sharing contact emails, attachments, appointment, customer relationships, marketing, leads generation, payment and collections, storage, quotes and proposals, invoicing with customisable dashboards plus an array of other features starting from $35 AUD dollars. Learn more about Chatabox. Learn more about Chatabox

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
The next-gen CRM for relationship-driven teams. Automate data entry, never drop the ball & unlock intros with relationship intelligence Learn more about Affinity
Affinity is the next-generation CRM built for relationship-driven industries. Using relationship intelligence, Affinity enables teams to leverage their network and source their next big opportunity. Affinity also supercharges how teams manage relationships by automating data entry, never dropping the ball on key connections, and unlocking warm introductions to key decision-makers. Short on time for manually filling your CRM? Making decisions about your deals using guesswork? Affinity is for you. Learn more about Affinity

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. Learn more about TOCA CRM
Customer relationship management solution that helps businesses manage contact lists, schedule follow-ups, maintain notes, and more. With cross platform functionality, TOCA CRM allows for total CRM access from anywhere at anytime with the mobile app for IOS and Android. Learn more about TOCA CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.
Drive growth with Sales Cloud 360, the best-in-class sales solution that has helped power the world's best sales teams on the world's #1 CRM platform. Firms of all sizes, industries, and geographies, realize value faster with Sales Cloud 360. Increase rep productivity with data driven selling by quickly deploying industry-specific apps and best practice processes. You also get access to 150,000+ sales organizations and a 2 million user-strong community that are passionate about sales growth. Learn more about Salesforce Sales Cloud

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster.
Mailchimp's all-in-one Marketing Platform helps small businesses market smarter so you can grow faster. As the backbone for your customer relationships, they provide AI-powered, user-friendly tools anyone can use to be successful. Mailchimp puts your audience at the center so you can send marketing emails and automated messages, create targeted ad campaigns, build landing pages, send postcards, facilitate reporting and analytics, and sell online. Learn more about Mailchimp

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Zoho CRM empowers small SMBs with a 360º customer relationship lifecycle management solution.
Zoho CRM empowers SMBs with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 500+ popular business apps in a single business system. Learn more about Zoho CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you -- everywhere you work.
Nimble is the simple, smart CRM for Office 365 & G Suite that works for you by automatically combining your contacts, communication histories, email inboxes, and calendar appointments with over 250+ SaaS business app contacts and social media connections (including Linkedin, Twitter, Facebook) into one unified team relationship manager. Learn more about Nimble

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
More Growth, Less Busy Work Our marketing automation removes the headaches and busy work while accelerating growth.
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. Learn more about Keap

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
NetSuite CRM maintains end-to-end management of marketing, sales, ordering fulfilment, and support for a seamless customer experience.
NetSuite helps businesses maintain their vital, dynamic relationship with customers. With real-time visibility across the entire customer relationship—from preferences to transaction history, and a 360 view of the customer lifecycle from lead all the way through opportunity, sale, fulfillment, and support. NetSuite users have everything they need to maintain customers’ relationship at every touchpoint. Learn more about NetSuite

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Act! Premium empowers you to market better, sell more, and create customers for life.
Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Learn more about Act!

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Learn more about Apptivo

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Small business software to manage leads, customer information, contact history and reminders, and emails.
Less Annoying CRM is a simple contact manager built from the ground up for small businesses. Manage your contacts, leads, notes, calendar, to-do's and more, all from one simple web app. Our product is founded on three core principles: simplicity, affordability, and outstanding customer service. All users get an unlimited free 30-day trial to exhaustively test every aspect of the CRM, and customer service is always free through the phone and email if users have questions. Learn more about Less Annoying CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Insightly CRM is for growing teams that want a flexible, easy-to-use, yet powerful CRM to centralize and manage customer data from the
With more than 1.5 million users across all industries, Insightly is a leading CRM software with native integrations to Gmail, Office 365, MailChimp, and other popular applications. Use Insightly to manage customer data, leads, and projects at every stage of customer relationships, monitor sales pipeline, and measure performance against your sales and business goals. Learn more about Insightly

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Not just a CRM: proposals, contracts, payments, and more. Get 7 days free when you're ready.
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools. Start a free trial today! Learn more about HoneyBook

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more.
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business needs, such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of any company, regardless of size (or budget). Learn more about Odoo

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Agile CRM is a complete sales, marketing and service suite designed to let SMBs to sell and market like the Fortune 500.
Agile CRM is a All-in-One CRM with Sales, Marketing and Service automation in single platform. It has sales tracking, contact management, marketing automation, web analytics, two-way emails, telephony, and helpdesk with a simple, clean and modern interface. Learn more about Agile CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
End-to-end client experience platform built for small businesses.
Meet Thryv, the end-to-end client experience platform built for small businesses. Thryv integrates essential business functions like estimates and invoicing, appointment scheduling, payment processing, text and email campaigns, managing customer lists, social media, and more. Learn more about Thryv

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
SugarCRM - Let The Platform Do The Work
SugarCRM - Let The Platform Do The Work SugarCRM ranks as a Champion CRM platform in the 2022 CRM Emotional Footprint Awards by Software Reviews — a ranking based entirely on user input. SugarCRM was also recently named a Leader in the 2022 Nucleus Research CRM Technology Value Matrix. With SugarCRM, you let the platform do the work. Learn more about SugarCRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Sales Hub provides email tracking, prospect database searching, presentation sharing, auto dialer with call recording and logging.
Supercharge your sales process with Sales Hub, a powerful and easy to use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Sales Hub is built on the leading HubSpot CRM platform, where you can bring your customer data, tools, and teams together in one central system of record. Whether its strategies, services, or software, HubSpot has everything you need to grow better. Learn more about HubSpot Sales Hub

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Used in agile sales teams to increase sales productivity, clear bottlenecks in processes, and ultimately hit revenue targets.
Vtiger is an easy-to-use and customisable CRM built for Small Businesses. Vtiger enables marketing teams to capture and nurture leads, sales teams to score, track and close deals, and support teams to access complete customer history and provide exceptional support. Vtiger provides your sales, customer support, and marketing teams with one view of customers - past interactions, campaigns, wins, losses, responses, invoices, cases, projects and more without switching between screens and products. Learn more about Vtiger CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
The best CRM for small businesses. It helps you manage contacts, sales, projects, and even email marketing.
The best CRM Add-in for Outlook, also available as a web app and on iOS / Android. It helps manage Customers, Sales, Projects, and Email Campaigns. With eWay-CRM, you can share your Outlook with your team, track communication history, plan follow-ups, automate company processes and thus, run your business efficiently. The software is also highly customizable - it allows you to create user fields, design form layouts, customize workflows and user permissions. Learn more about eWay-CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
All-in-one LinkedIn software that allows users to create automated sales funnels on LinkedIn and improve sales prospecting.
Willing to send a connection request on LinkedIn, shoot a thank you message after the request is accepted, then send a sales message and continue with follow-ups? Then Octopus CRM is the right tool for you, which allows to: - send connection requests in bulk - mass message connections - auto endorse skills - auto view profiles - build a sales funnel on LinkedIn. - and view analytics page that shows LinkedIn daily performance, campaign conversion rates, and more. Learn more about Octopus CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
A CRM providing powerful web & mobile features with a simple user interface, quick set-up & adoption, and outstanding customer support.
AutoRaptor is the #1 most user-friendly & powerful CRM for independent and BHPH dealerships. AutoRaptor: Allows dealers to implement an effective sales process by capturing leads from all sources in one place; Provides powerful features that are easy to use; Helps dealerships handle volume with automated features; Tells your sales team which leads to focus on by prioritizing customers who are ready to buy; and supports dealers when they have questions with quick and knowledgeable responses. Learn more about AutoRaptor CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface resulting in high adoption rates and faster ROI.
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many manual tasks. Learn more about Pipeliner CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Store, manage and label your leads, contacts and clients in one centralized online hub, and have it all handy, wherever you are.
Gain and retain clients with a powerful CRM app by vcita. Store, manage and label your leads, contacts and clients in one centralized online hub, get a birds-eye view of your clients' history, appointments, payments, invoices, documents and conversations and easily collaborate with your team, assigning clients, appointments and incoming requests to staff members. Have all the information handy wherever you are and whenever you need it with a friendly mobile app. Learn more about vcita

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Workiz provides an easy-to-use platform that allows service pros to manage their scheduling, invoicing, payment processing, and more.
Trying to manage your field service team with pen and paper or Excel spreadsheets? Workiz is designed for growing field service teams who need to streamline their business. We provide an all-in-one platform that makes scheduling, estimating, invoicing, payment processing, and communication easier than ever before. With Workiz, you can finally take your business to the next level. You’ll have more time to focus on what you do best – providing top-notch service to your customers. Learn more about Workiz

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Got a business problem? Fix it with Claris FileMaker the leading low-code platform. Create apps to meet all your unique business needs.
Claris FileMaker is the leading low-code platform that allows you to build custom solutions that solve your unique business problems. Quickly create apps to manage and track projects, events, contacts, inventory, assets, invoicing, and to automate workflows and more. With built-in templates, a drag-and-drop design, and an intuitive graphical UI, you can create your own custom apps in no time that work on every device and platform. Trusted by 50,000+ of the world’s greatest companies. Learn more about Claris FileMaker

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Salesforce Essentials makes it possible to build stronger customer relationships with a combined sales and support CRM for small business that is easy to use, setup, and maintain. Essentials ensures that you spend less time in spreadsheets and more time selling by tracking your emails, calls and meetings to automatically keep customer records up-to-date without tedious data entry. Essentials also includes a ton of customer service productivity tools to help make every new customer a loyal one. Learn more about Salesforce Essentials

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Sales and marketing solution that combines CRM, marketing automation, customer journey mapping, analytics, project management, & more.
GreenRope Complete CRM and marketing automation delivers a comprehensive solution to help your entire team drive real results. With sales, marketing, customer service, and operations all built-in to the same system, you become a lean, data-driven organization with a complete 360-degree view of the customer lifecycle. Increase collaboration, drive sales, build better relationships, and create optimized omnichannel customer experiences. Learn more about GreenRope

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Close is the all-in-one sales engagement CRM designed to help SMBs turn more leads into revenue.
Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for enterprise software, you've found the right sales tool. Close lets you email, call, and text your leads, all without add-ons. Packed with productivity tools like task reminders and Power Dialer, you'll reach more leads and follow up more often. Learn more about Close

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Accelo is the smartest sales tool, seamlessly managing all your sales-related communication in one place.
Accelo is designed specifically for small business and is the easiest way to keep all of your sales-related communication in one place. Unify your team by automatically tracking and sharing contact emails, attachments, appointments, notes, and custom fields to accurately view your lead's entire sales journey. This smart technology platform lets you experience powerful sales forecasting and insights from anywhere and on any device. Learn more about Accelo

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Major web update in 2020 | A service management CRM. Renowned for service management, scheduling, sales and exceptional mobile apps
Major web update in 2020 | A service management CRM, renowned for service management, scheduling and sales. Delivers exceptional iOS + Android apps to businesses who need to manage field workflow within a customer or project context. Includes robust desktop platform and amazing Google, QuickBooks, Xero and online form integrations. Solve is also used to surface real-time equipment data onto customer records and dispatch workflow. Ask us how. Recognized for outstanding support by thousands. Learn more about Solve CRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
amoCRM is the world's first messaging-powered CRM. It features sales pipeline, lead tracking, multichannel communication and more.
amoCRM is the worlds first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails, and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love our powerful analytics, reporting and automation tools. Its the perfect messenger-based sales solution for entrepreneurs and SMBs. Learn more about amoCRM

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Zendesk Sell is sales CRM software that helps you close more deals.
Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient. Learn more about Zendesk Sell

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
The Sales CRM With Marketing Suite That Builds Rapport With You. CRM, Email Marketing, Social Posting, Texting, Video Email, And More.
98% of customers rate VipeCloud's Value For Money at 4 stars and above! With our complete Sales CRM and Marketing Suite, combined with our culture of support, you and your team will rapidly accelerate growth. 99% of customers rate our support at 4+ stars! Empower your sales team to prioritize the hottest leads with pipeline management, workflow automation, lead scoring, estimates, QuickBooks integration, and more. Our industry-leading support team has your back every step of the way. Learn more about VipeCloud

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management
Real estate CRM system that contains MLS data, lead management, follow-up prompts, compelling content, and drip campaigns
Updated for 2022 real estate, the new Top Producer X CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. With integrated websites, texting, 'X' factor insights, and automated marketing we help agents use simple follow up tools to build lifelong relationships. Updates include search & save MLS properties, auto-update contacts, email tracking and calendar sync! Learn more about TOP PRODUCER

Features

  • Marketing Automation
  • Calendar/Reminder System
  • Task Management
  • Lead Qualification
  • Live Chat
  • Segmentation
  • Territory Management

Small Business CRM Software Buyers Guide

What is small business CRM software?

Small business CRM software allows small and midsize businesses to manage relationships with customers and prospects. This software helps manage client information, track customer interactions, and automate marketing and sales processes. By facilitating better management of customer business data, small business CRM software helps businesses make decisions about which products and services they should offer to each customer.

The benefits of small business CRM software

  • More leads and enhanced sales performance: Automated CRM software helps small businesses showcase their products/services on multiple channels and capture more leads. It also helps track leads through their lifecycle, and convert quality leads into customers.
  • Data-driven decision-making: Small business CRM software provides insights into customers and their buying behavior by gathering data from multiple sources. It deciphers trends and patterns in customer behavior, which helps businesses build strategies, improve brand loyalty, and launch customer-focused products/services.
  • Improved customer management: Small business CRM software provides insight into the status of every customer/lead, meaning businesses can better manage their customers by tracking their interactions and activities at each stage of the sales cycle.

Typical features of small business CRM software

  • Contact management: Store and find contact information such as names, addresses, and social media accounts in a searchable database.
  • Interaction tracking: Add notes and document conversations with customers across multiple channels, including email, phone, live chat, and social media.
  • Lead management: Track and manage leads throughout the sales process, from capture to conversion. 
  • Task management: Create tasks, add descriptions, set start and due dates, estimate required effort, and assign users. 
  • Reporting/analytics: View and track pertinent metrics related to customers and prospects. Generate custom reports on leads, sales figures, and sales reps in various formats.  
  • Sales pipeline management: View and track lead status in each stage of the sales funnel. 

Considerations when purchasing small business CRM software

  • Carefully evaluate your feature requirements: The features offered by different software products can vary widely depending on the vendor. While the ones listed above are some of the basic features a small business will need to support its CRM function, your organization may have unique requirements. Before investing in any tool, study your needs carefully to determine what features are essential to your business.  
  • Integration with other applications: Most businesses seeking a CRM tool already utilize standard systems such as accounting , project management , and email marketing software. If your business uses these or other systems, be sure the CRM software you choose integrates with your existing tools to streamline data flow between tools and eradicate redundant data entry in multiple systems. 
  • Total cost of ownership: With the variety of CRM software available in the market, choosing one that meets your budget and business requirements is crucial. Unlike enterprises, small businesses can’t shell out a huge amount of money for software tools. It’s important that such buyers determine the total cost of ownership for any tool they’re considering purchasing, which goes beyond one-time licensing fees or monthly/annual subscriptions to include the cost of support services, data migration, implementation, etc.
  • Artificial intelligence (AI) is accelerating automation: AI-driven software and AI chatbots are increasing in popularity, and can help small businesses through automation of tasks such as email personalization, lead management, customer service, and sales forecasting. For example, AI can help personalize emails for specific customers based on previous interactions. Statista predicts that this sector in the U.S could gain an additional $396 billion by 2021 by adopting AI.
  • Social CRM will boost customer relationships: Small businesses are connecting with customers via social media and other virtual communities in a more personalized manner. This not only helps businesses gain insights into customer buying behavior and nurture quality leads, but also lets them engineer customer experiences to offer greater value and increase ROI.